天天财经-提供金融入门知识-投资理财技巧-热点新闻

2兆美元太贵了？SpaceX上市倒数财经名嘴Cramer点出三大催化剂+一大疑虑
2026-05-27 网络阅读（100）
SpaceX 上市倒数计时，市场对其上看 2 兆美元估值充满期待。不过 CNBC 财经节目主持人 Jim Cramer 警告，高估值已大幅超越基本面，投资人真正该关注的是火箭、AI 与潜在并购三大催化剂。
SK海力士开高逾11%再创史高！市值冲破1兆美元继台积电、三星后亚洲第3家达此规模公司
2026-05-27 网络阅读（57）
南韩股市周三 (27 日) 开盘再创历史新高，基准股指 KOSPI 开盘上涨 2.42%，一度涨高至 8450.26 点，半导体股为主要领涨族群。KOSPI 周二 (26 日) 收在 8047.51 点，史上首度收盘突破 8000 点大关，仅用三周时间就从 5 月 6 日触及的 7000 点攀升至 8000 点大关之上。作为辉达 HBM 晶片主要供应商的 SK 海力士周三股价一度上涨 11%，成为亚洲第三家市值突破 1 兆美元的企业，三星电子也上涨高达 8%，再创历史新高。三星也在本月稍早晋升
〈COMPUTEX〉辅信聚焦边缘AI 展示多元AI工作负载与小型化边缘运算布局
2026-05-27 网络阅读（67）
辅信 (2405-TW) 将参与下周 COMPUTEX 2026，聚焦小型化边缘 AI 与嵌入式运算平台布局，展示迷你电脑、嵌入式工业电脑以及 Panel PC 等产品架构在企业、工业与智慧应用场域中的部署应用。
马斯克SpaceX上市倒数！富时罗素：可「快速纳入」两大指数
2026-05-27 网络阅读（82）
伦敦证交所集团 (LSEG) 旗下指数供应商富时罗素 (富时罗素) 表示，根据新公布的快速纳入 (fast-entry) 规则，马斯克旗下的 SpaceX 符合加入罗素美国股票指数 (Russell U.S. Equity Indexes) 与富时全球股票指数系列 FTSE GEIS)的资格。富时罗素今年 2 月提议，针对首次公开发行 (IPO) 的公司导入快速纳入机制，并修改罗素美国股票指数的资格标准。根据富时罗素资料，SpaceX 的可投资市值估计约为 700 亿美元，已超过两项主要门槛
巨亨速报 - Factset 最新调查：富世达(6805-TW)EPS预估上修至66.17元，预估目标价为2426元
2026-05-27 网络阅读（93）
FactSet 最新调查：富世达(6805-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：药华药(6446-TW)EPS预估上修至23.81元，预估目标价为899元
2026-05-27 网络阅读（84）
FactSet 最新调查：药华药(6446-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：保瑞(6472-TW)EPS预估下修至21.01元，预估目标价为426.5元
2026-05-27 网络阅读（64）
FactSet 最新调查：保瑞(6472-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。
巨亨速报 - Factset 最新调查：宏捷科(8086-TW)目标价调升至168.25元，幅度约9.08%
2026-05-27 网络阅读（81）
FactSet 最新调查：宏捷科(8086-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。
战火+通膨美债殖利率冲上近20年高点华尔街重新押注升息
2026-05-27 网络阅读（79）
美国公债市场近日遭遇猛烈抛售，市场同时消化中东冲突、油价飙升、通膨压力及新任联准会主席政策走向。殖利率剧烈震荡，也让投资人重新评估降息时代是否已经结束。
美军否认重启荷姆兹「自由计划」伊朗称24小时放行25艘船
2026-05-27 网络阅读（101）
美媒周二 (26 日) 报导，美国低调恢复荷姆兹海峡护航行动，不过美军随后否认，强调「自由计划」(Project Freedom) 尚未重启，显示荷姆兹海峡航运风险仍未真正解除。

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