天天财经-提供金融入门知识-投资理财技巧-热点新闻

〈美股早盘〉市场聚焦美光财报检验AI热潮主要指数持平整理
2026-06-24 网络阅读（54）
美股周三 (24 日) 开盘变动不大，在连续两个交易日走低后暂时止跌。随着油价回落、科技股自本周抛售潮中反弹，市场情绪略有回稳，但投资人仍保持观望，等待记忆体大厂美光 (Micron) 盘后公布财报，以评估 AI 基础建设投资热潮能否
OpenAI携手博通推出首款AI晶片测试显示成本可降50%
2026-06-24 网络阅读（59）
OpenAI 周三 (24 日) 宣布，与博通 (AVGO-US) 合作开发的首款客制化人工智慧 (AI) 晶片已完成首批样品制造并开始测试，象征这家 ChatGPT 开发商正式跨出自研 AI 晶片的重要一步，借此降低对辉达 (NVDA-US) 的
美光Sandisk一夜暴跌13% 全球晶片股市值蒸发数千亿美元半导体叙事变了吗？
2026-06-24 网络阅读（64）
美股晶片股周二 (23 日) 遭全面抛售，费城半导体指数单日重挫近 8%，美光与 Sandisk 分别暴跌逾 13%，安谋跌逾 10%，高通、应材料、德州仪器跌逾 8%，艾司摩尔跌近 8%，辉达跌逾 4%，全球晶片股市值一夜蒸发数千亿美元。亚太记忆体概念股率先重挫引发恐慌情绪跨洋传导，但更深层原因在于「AI 记忆体无限需求」叙事面临切换，市场从交易预期转向要求业绩兑现，而本周将迎来两场关键验证：一是美光周三 (24 日) 公布的 2026 财年第 3 季财报，FactSet 调查的分析师平均预
Apple TV内容战升温！苹果承诺将推出更多原创电影与影集
2026-06-24 网络阅读（60）
苹果 (AAPL-US) 正加大娱乐事业布局力道。负责媒体与娱乐业务的资深主管克佑 (Eddy Cue) 近日接受《路透》访问时表示，未来公司将持续推出「更多、更好的」影集与电影内容，不仅强化 Apple TV 串流平台竞争力，也将
成大推动电浆推进系统相关技术朝商品化、微型卫星技术迈进
2026-06-24 网络阅读（63）
「真空阴极电弧推进器 (VCAT)」已完成太空飞行验证，成为台湾自主电浆推进技术的重要里程碑，相关技术也正朝商品化迈进，具备高效率、低推进剂消耗及系统轻量化优势的电浆推进器迈进。
巨亨速报 - Factset 最新调查：长荣(2603-TW)EPS预估上修至24.3元，预估目标价为235元
2026-06-24 网络阅读（57）
FactSet 最新调查：长荣(2603-TW)EPS预估上修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
巨亨速报 - Factset 最新调查：创意(3443-TW)EPS预估下修至47.64元，预估目标价为5397.5元
2026-06-24 网络阅读（60）
FactSet 最新调查：创意(3443-TW)EPS预估下修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
2026台北国际食品展登场共1800家厂商参展创疫后最大规模
2026-06-24 网络阅读（64）
台北国际食品系列展 (FOOD TAIPEI MEGA SHOWS) 今 (24) 日于台北世贸一馆、南港 1、2 馆登场，展览整合「台北国际食品展」、「台北国际食品加工机械展」共 5 大展，为疫情后最大规模，也展现台湾为全球食品产业。
巨亨速报 - Factset 最新调查：万海(2615-TW)目标价调升至88元，幅度约3.53%
2026-06-24 网络阅读（74）
FactSet 最新调查：万海(2615-TW)目标价调升，最高估值、最低估值、中位数、综合评级、近5日股价、大盘表现、即时新闻资讯。
2026富邦双率论坛剖析下半年利汇率变数罗玮示警「AI投资结构性调整」
2026-06-24 网络阅读（51）
台北富邦银行 23 日举行「2026 富邦双率论坛」，吸引众多企业与法人客户参与。富邦金控 (2881-TW) 首席经济学家罗玮指出，下半年全球市场关键变数仍在 Fed 利率路径、AI 投资结构性调整与地缘风险，

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