2026-07-15 星期三 海外财经科技动态速递（每日送出，如有遗漏，欢迎私信索取）
华尔街日报：6 月中国出口大幅增长，超出市场预期
China Exports Surged in June, Exceeding Market Expectations
彭博社：能源转型需求拉动，中国绿色科技产品出口大增
China’s Green-Tech Exports Surge on Energy Transition Demand
金融时报：中国月度汽车出口量首次突破 100 万辆，整体外贸大幅走高，中方称中国同时为全球第二大进口国
China’s monthly car exports surge past 1mn for first time. Overall trade soars as Beijing says it is also world’s second-largest importer
路透社：中国存储芯片商长鑫存储拟募资86亿美元，成2026年以来亚洲最大IPO，长鑫存储周二在招股文件中披露，拟于上交所科创板IPO，在未行使超额配售权前拟募资约579亿元人民币（85.5亿美元），为今年以来亚洲规模最大IPO
China memory chipmaker CXMT aims to raise $8.6 billion in Asia's biggest IPO of 2026 so far. China’s ChangXin Memory Technologies (CXMT) expects to raise about 57.9 billion yuan ($8.55 billion) before any over-allotment option in its IPO on Shanghai's Nasdaq-style STAR Market, the chipmaker said in a filing on Tuesday.
金融时报：DeepSeek首轮融资收官仅一月，即考虑新一轮募资，这家中国人工智能初创企业正加速布局算力基建，融资节奏异乎寻常地迅猛
DeepSeek weighs new fundraising a month after closing first round. Unusually swift pace of capital injection comes as Chinese AI start-up seeks to build out infrastructure
彭博社：DeepSeek拟最快年内递交IPO申请
DeepSeek Is Preparing for IPO Filing as Soon as This Year
彭博社：DeepSeek梁文锋身家超越Amodei与Brockman，登顶AI创始人身价榜首
DeepSeek’s Liang Tops Amodei and Brockman as Richest AI Founder
华尔街日报：中国AI初创公司东方算芯发布芯片挑战西方，投资方涵盖国资背景实体及马云联合创立的创投基金
Chinese AI Startup DFSX Releases Chip to Take on the West. DFSX’s investors include state-backed entities and industrial funds such as a venture-capital vehicle co-founded by Alibaba’s Jack Ma
彭博社：中国光伏龙头隆基绿能预计上半年亏损进一步扩大
China Solar Giant Longi Green Sees Deeper First-Half Loss
The Information：中国人形机器人初创公司逐际动力完成Pre-IPO轮融资，估值达22亿美元
Chinese Humanoid Startup LimX Dynamics Closes Pre-IPO Funding at $2.2 Billion Valuation
金融时报：英伟达在对华芯片管制下减半亚洲买家名录，新加坡，马来西亚及日本审查趋严，折射华盛顿收紧出口管制漏洞的施压
Nvidia halves Asia buyer list in China chip crackdown. Tougher vetting in Singapore, Malaysia and Japan reflects Washington’s push to close export-control loopholes
华尔街日报：阿斯利康与中国迪哲医药就肺癌治疗药物Zegfrovy达成最高15亿美元全球独家许可协议
AstraZeneca said it entered into an exclusive global license agreement with China’s Dizal Pharmaceutical for the lung cancer treatment drug Zegfrovy, in a deal valued at up to $1.5 billion.
路透社：IDC称成本上升致中国智能手机出货量连续五季度下滑，调研机构IDC周二称，受存储及零部件涨价推动厂商提价影响，二季度中国智能手机出货量同比下降4.3%至6600万台
China smartphone shipments fall for fifth straight quarter as costs rise - IDC. China’s smartphone shipments fell 4.3% to 66 million units in the second quarter from a year earlier, as many manufacturers hiked prices to reflect rising memory and component costs, research firm IDC said on Tuesday.
彭博社：中国原油进口量降至近十年低位
China’s Crude Imports Plunge to Lowest in Nearly a Decade
华尔街日报：油价创2020年来最大涨幅，市场押注霍尔木兹难复常态，国际油价飙升近一成，此前特朗普称将重启美国对伊封锁
Oil Surges Most Since 2020, Reflecting Bet That Strait Won’t Go Back to Normal. The international crude price climbed nearly 10% as President Trump said he would reimpose the U.S. blockade.
路透社：韩国预计2026年经济增长达五年高点，受AI芯片热潮推动
South Korea forecasts 2026 economic growth at 5-year high on AI chip boom
华尔街日报：沃什向国会表态，美联储对高通胀“零容忍”
Warsh Tells Congress the Fed Has ‘No Tolerance’ for High Inflation
路透社：美国通胀数据降温叠加银行财报亮眼，标普500与纳指收高
S&P 500 and Nasdaq end higher on cool inflation data, solid bank earnings
路透社：美国财政部称5月外资净买入1320亿美元美债及证券
Foreigners bought $132 billion of U.S. securities in May, Treasury says
彭博社：韩国AI板块暴跌，成杠杆交易过度扩张的警示一课
Korea’s AI Stock Rout Is Becoming a Lesson in Leveraged Excess
华尔街日报：大行季报亮眼印证美国经济韧性，摩根大通、美国银行、高盛、花旗及富国银行利润全线跳升
Big Banks’ Bumper Quarter Points to Strong U.S. Economy. JPMorgan, Bank of America, Goldman Sachs, Citigroup and Wells Fargo all posted profit jumps.
华尔街日报：IBM发布盈利预警股价重挫，客户支出由软件转向AI硬件及存储芯片，IBM股价大跌逾20%，公司称客户支出从软件转向AI硬件及存储芯片，拖累业绩预期
IBM Shares Tumble on Earnings Warning. IBM shares sank more than 20% as the company issued a profit warning citing a shift in customer spending from software to AI hardware and memory chips.
彭博社：SpaceX上市数周后走势乏力，收盘仅较IPO价高出1美元
SpaceX Fizzles to Close $1 Above IPO Price Weeks After Debut
彭博社：SK海力士ADR溢价较韩股扩至51%
SK Hynix ADR Premium Balloons to 51% Over Korean Shares
彭博社：三星就潜在赴美上市展开初步磋商
Samsung in Early Discussions on Potential US Listing
路透社：三星电子否认拟赴美上市报道，三星电子周二否认有关其正就发行美国存托凭证（ADRs）进行初步磋商的报道
Samsung Electronics denies report that it is exploring US listing. Samsung Electronics denied on Tuesday a report that it was in the early stages of exploring a potential U.S. offering of American Depositary Receipts (ADRs).
华尔街日报：OpenAI挑战增多，IPO窗口收窄
OpenAI’s Growing Challenges Narrow Its IPO Window
彭博社：OpenAI首款硬件将为一款可移动无屏音箱，定位AI伴侣，该产品标志着OpenAI迈出关键一步
OpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI Companion. The device represents a critical next step for OpenAI.
彭博社：万亿美元芯片板块重挫，市场目光聚焦台积电与ASML业绩
Trillion Dollar Chip Rout Trains Spotlight on TSMC and ASML Results
华尔街日报：数据中心运营商竞相剥离数十亿美元权益，AI算力需求持续高涨，投资者争相布局支撑人工智能的物理基础设施
Data-Center Builders Are Racing to Offload Stakes Worth Billions. Unrelenting demand for computing power has investors looking for chances to own the physical infrastructure behind AI.
路透社：高塔半导体拟在日投资30亿美元，获日本政府10亿美元补助，以色列芯片制造商高塔半导体周二表示，将投资30亿美元强化日本芯片制造产能，其中包含日本政府提供的10亿美元拨款
Tower Semiconductor to invest $3 billion in Japan, backed by government grants. Israeli chipmaker Tower Semiconductor said on Tuesday it will invest $3 billion to bolster chip manufacturing in Japan, including $1 billion in grants from the Japanese government.
金融时报：DeepMind首席执行官哈萨比斯呼吁设立美国主导机构测试“前沿”AI模型，这位诺贝尔奖得主警告称，社会正面临为技术历史性提速做准备的“宝贵窗口期”
DeepMind chief Demis Hassabis calls for US-led body to test ‘frontier’ AI models. Society has ‘precious window’ to prepare for technology advancing at historic speed, warns Nobel laureate
路透社：白宫称美国将组建人工智能与网络安全协调小组
US to launch AI and cybersecurity coordination group, White House says
The Information：模型评估难度持续攀升
Evaluating Models is Getting Even Harder
金融时报：纽约州成美国首个叫停数据中心建设的州
New York becomes first US state to suspend data centre development
华尔街日报：Meta智能眼镜密集上市，隐私倡导者强烈反弹，该公司押注具备所见所闻全捕捉能力的AI智能眼镜代表未来方向
Meta Is Flooding the Market With Smartglasses. Privacy Advocates Are Up in Arms. The company is betting that AI-enabled smartglasses capable of capturing everything you see and hear are the future.
路透社：宝马急追不减速的中国电动车市场，这家德国车企押注千呼万唤的“新世代”电动车以扭转在华销量连跌两年的颓势，但问题在于，中国电动车竞赛的赛道或已将其抛离
BMW races to catch up in a Chinese EV market that won't slow down. BMW is betting on its long-awaited Neue Klasse electric cars to revive its fortunes in China after two years of declining sales. The problem for the German automaker is that China's EV race may have already moved on without it.
华尔街日报：福特CEO谈中国车企，美国“不可能永远将其拒之门外”，中国车企已在全球多地迅速取代竞争对手
Ford Executive Chairman on Chinese Cars: U.S. ‘Can’t Expect to Keep Them Out Forever’. China’s automakers have rapidly displaced competitors elsewhere in the world.
