观点

19

Jun 2026

透过棱镜：Coherent 的 AI 光学概念股涨势

Nvidia入股+多年供货点燃Coherent重估，股价暴涨并高于目标价。它卡位AI光连接与CPO，但估值已抬高，接下来盯毛利、产能爬坡与现金流验真。

13

Jun 2026

宇航员视角：超越人工智能泡沫

宇航员拍极光启示：AI行情已从芯片外溢至电网、数据中心、卫星与DeFi。别只争“泡沫”，更要看跨资产风险周期与资金轮动。

12

Jun 2026

哪家美国航空公司将抢占2026年世界杯出行热潮？

世界杯掀跨国追赛潮，但燃油成本暴冲吞噬利润。美航覆盖最广却负债高；联合靠决赛枢纽与强资产负债表更可能赢；阿拉斯加油价敏感，达美偏高端稳。

6

Jun 2026

显示器制造商已加入AI聊天战局

面板厂不再只靠薄利硬件：AI正让无尘室变成“新金矿”，从智能制造到玻璃先进封装、数据中心改造。谁能填补封装产能缺口，谁就赢。

5

Jun 2026

迈威尔科技在人工智能不断扩张的多重宇宙中

不只押注英伟达，AI第二层受益者Marvell强势回归：数据中心、定制芯片与光互连带动营收加速；黄仁勋点名加持推高估值，后续靠业绩兑现。

30

May 2026

AI需求正迈向量子级规模

量子商用还远，但国家资金已抢先铺路：美国投20亿美元、法国15亿欧元，绑定芯片与零组件。投资先看混合系统、控制硬件与后量子安全，警惕概念股估值。

29

May 2026

SpaceX与马斯克市场周期

SpaceX或掀史上最大IPO，估值瞄准1.8兆美元却首季亏42.8亿。马斯克题材跨太空、Starlink、AI算力与加密；SPCXUSD可追热度但非持股。

22

May 2026

SpaceX发射势头强劲，太空经济重回焦点

SpaceX发射从“秀”变基建：2025年170次、部署2500颗卫星，豪言五年冲每年1万次入轨。Starlink驱动现金流，但FAA监管、星舰可靠性与资金压力成最大变量。

21

May 2026

中美贸易战降温中国继续与俄罗斯保持密切关系

北京6天内先后接待特朗普与普京：对美以波音、农产、稀土沟通稳贸易；对俄以能源强化战略协同。交易员紧盯人民币、科技、能源、稀土与9月关键节点。

15

May 2026

循环式AI经济：来自Cerebras IPO的启示

AI点燃沉寂两年的美股IPO：晶圆级芯片商Cerebras超额认购20倍、定价跳升至185美元挂牌。中美IPO分化：美国靠需求与“绑定关系”，中国走政策筛选；关键看AI资本开支能否持续。

1
…
3
4
5
…
10

官方合作伙伴：

newcast

关注我们：

官方合作伙伴：

newcast

风险提示：

交易差价合约（CFD）具有高风险，可能并不适合所有投资者。差价合约交易中的杠杆会放大收益和损失，有可能超过您的初始资金。在交易差价合约前，务必充分了解并确认相关风险。请根据您的财务状况、投资目标及风险承受能力谨慎做出交易决策。过去的表现并不代表未来的结果。请参阅我们的法律文件，全面了解差价合约交易的相关风险。

本网站提供的信息为一般性信息，未考虑您的个人目标、财务状况或需求。VT Markets不对本网站信息的相关性、准确性、时效性或完整性承担任何责任。

VT Markets不向某些司法管辖区的居民提供服务，包括但不限于：美国、新加坡、印度、俄罗斯，以及被金融行动特别工作组（FATF）列入名单或受到国际制裁的任何地区。本网站上的信息不适用于，也不应被分发或提供给任何位于此类司法管辖区的个人或实体使用，因为分发或使用可能违反当地的法律或法规。

VT Markets 是一个品牌名称，旗下多个实体已在不同司法管辖区获得授权和注册。
· VT Markets (Pty) Ltd 是一家经授权的金融服务提供商（FSP 编号 50865，公司注册号 2015/072049/07）（“FSP”），受南非金融部门行为监管局监管。FSP 并非市场制造商或产品发行方，仅在 FAIS 法案下充当客户与 VT Markets Limited（“产品供应商”）之间的中介，提供与产品供应商提供的衍生品相关的中介服务。因此，FSP 不作为您任何交易中的主事方或交易对手方。注册地址：Norwich Place West, 2nd Floor, Cnr 5th and Norwich, Sandown, Sandton, Gauteng, 2031, South Africa。
· VT Markets (Pty) Ltd – 迪拜分公司根据阿联酋资本市场管理局（CMA）颁发的许可证号20200000299，获得了5类许可证，授权在阿联酋进行介绍和推广等受监管活动。它未被授权提供经纪服务或执行客户交易。
· VT Markets Limited 是一家由毛里求斯金融服务委员会 (FSC) 授权和监管的投资交易商，牌照号为 GB23202269。

· VTMarkets Ltd 注册于塞浦路斯共和国，注册号为 HE436466，注册地址为 Archbishop Makarios III, 160, Floor 1, 3026, Limassol, Cyprus。

版权所有© 2026 VT Markets。

Back To Top

Follow us on

您好 👋

我能帮您什么吗？

我们随时为您服务

立即咨询

通过以下方式开始对话...

Telegram

维护中
即将推出...

您好 👋

我能帮您什么吗？

telegram

Our Telegram app is currently under maintenance, we apologize for the inconvenience. For immediate assistance, please contact us via our website live support or by email at info@vtmarkets.com.

Important Access Notice

This Website may only be accessed where permitted by applicable laws and regulations.

VT Markets is neither established in nor operating from Singapore. VT Markets does not provide or promote its products or services to citizens or residents of Singapore, and account requests from such persons will not be accepted.

If you are a citizen or resident of Singapore, you must not apply to open an account with VT Markets or attempt to access or utilise any of its products or services.

By continuing past this notice, you confirm that you have accessed this website entirely on your own initiative, free from any direct marketing, invitation, targeted promotion, or solicitation by or on behalf of VT Markets.

Nothing contained on this website forms, or shall be interpreted as, an offer, invitation, or solicitation in any territory where such conduct is restricted, prohibited, or otherwise unauthorised. You bear sole responsibility for verifying that your access to and use of this website adheres to all regulatory requirements applicable within your jurisdiction.

Acknowledge and Enter

Important Access Notice

This Website is intended solely for individuals residing in jurisdictions where its access and use are permitted by law.

Neither VT Markets nor any of its affiliated entities are established in, or operate from, your local jurisdiction.

By clicking "Acknowledge and Enter", you confirm that you are accessing this Website strictly on your own initiative, without inducement from any targeted marketing or promotional outreach. You explicitly acknowledge that any information obtained through this platform is requested and provided solely on the basis of reverse solicitation, in full compliance with the laws and regulations of your jurisdiction.

This website may only be accessed where permitted by applicable laws and regulations.

VT Markets has no establishment, office, branch, representative presence, or operations in Germany and does not conduct business from Germany. By continuing past this notice, you confirm that you are accessing this website entirely on your own initiative and that you are responsible for ensuring your access to and use of this website complies with all laws and regulatory requirements applicable in your jurisdiction.

Nothing contained on this website constitutes, or shall be construed as, an offer, invitation, solicitation, or promotion in any jurisdiction where such activity is restricted, prohibited, or otherwise unauthorised.

This website may only be accessed where permitted by applicable laws and regulations.

VT Markets has no establishment, office, branch, representative presence, or operations in Canada and does not conduct business from Canada. By continuing past this notice, you confirm that you are accessing this website entirely on your own initiative and that you are responsible for ensuring your access to and use of this website complies with all laws and regulatory requirements applicable in your jurisdiction.

Nothing contained on this website constitutes, or shall be construed as, an offer, invitation, solicitation, or promotion in any jurisdiction where such activity is restricted, prohibited, or otherwise unauthorised.

Acknowledge and Enter

Important Access Notice

This website may only be accessed where permitted by applicable laws and regulations.

VT Markets has no establishment, office, branch, representative presence, or operations in India and does not conduct business from India. By continuing past this notice, you confirm that you are accessing this website entirely on your own initiative and that you are responsible for ensuring your access to and use of this website complies with all laws and regulatory requirements applicable in your jurisdiction.

Nothing contained on this website constitutes, or shall be construed as, an offer, invitation, solicitation, or promotion in any jurisdiction where such activity is restricted, prohibited, or otherwise unauthorised.

Acknowledge and Enter