天天财经-提供金融入门知识-投资理财技巧-热点新闻

巨亨速报 - Factset 最新调查：联咏(3034-TW)目标价调升至530元，幅度约10.42%
2026-08-07 网络阅读（78）
FactSet 最新调查：联咏(3034-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。
巨亨速报 - Factset 最新调查：研华(2395-TW)目标价调升至649元，幅度约15.89%
2026-08-07 网络阅读（80）
FactSet 最新调查：研华(2395-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。
预测平台Kalshi交易者：标普年底有很高机率冲破8000点站上8200机率达三分之一
2026-08-07 网络阅读（105）
预测交易平台 Kalshi 最新合约显示，交易员押注标普 500 指数今年收盘站上 8000 点的机率约 66%。 Kalshi 合约以 Google Finance 收盘价结算，投机者另押注今年触及 8200 点机率约 33%。驱动标普近日连涨的催化剂包括美伊紧张降温、美企 Q2 财报普遍击败预期及 Leopold Aschenbrenner 旗下「态势感知基金」濒临清算释出再配置资金。市场前两个月曾大幅减持 AI 成长股，指数靠轮动至金融、工业与公用事业掩盖内部分化，但 AI 算力链回稳
美股重点新闻摘要2026年8月7日
2026-08-07 网络阅读（115）
美股重点新闻摘要 2026 年 8 月 7 日
营收速报 - 2026年8月7日台股中小型公司7月营收一览（新增350家）
2026-08-07 网络阅读（73）
7月台股营收公布，2026年8月针对中小型公司前一日公布350家营收。截至目前7月营收公布共计395家，其中营收年增大于+25％有160家，年增小于-20％有45家。| Anue巨亨 - 台股营收
营收速报 - 2026年8月7日台股大型公司7月营收一览（新增27家）
2026-08-07 网络阅读（87）
7月台股营收公布，2026年8月针对大型公司前一日公布27家营收。截至目前7月营收公布共计32家，其中营收年增大于+25％有12家，年增小于-20％有2家。| Anue巨亨- 台股营收
川普祭232条款！多晶矽产品课15%关税并设最低进口价 12月生效
2026-08-07 网络阅读（114）
美国总统川普周四 (6 日) 签署公告，依据《1962 年贸易扩张法》第 232 条，对进口多晶矽 (polysilicon) 衍生产品课征 15% 关税，并同步设立最低进口价格，理由是美国过度依赖外国供应已危及国家安全。新措施将于 12 月 4 日生效。根据公告，进口多晶矽衍生产品，包括矽晶圆、太阳能电池及太阳能模组等，都将适用于 15% 关税。公告中也指出，多晶矽最低进口价格订为每公斤 21 美元，多晶矽锭与矽晶圆每公斤 100 美元，太阳能电池每瓦 0.22 美元，太阳能模组每瓦 0.
与OpenAI路线分道扬镳！辉达低调组建AI安全团队押注开放权重模型
2026-08-07 网络阅读（110）
外媒最新报导指出，辉达正秘密筹组全新 AI 安全与网路工程团队，强化开放权重模型时代的防御纵深。《Business Insider》周四报导指出，上月底一批招聘资讯首度曝光上述团队，职缺涵盖杰出工程师 (创始技术负责人)、安全研究工程师、评估工程师与资深经理，任务包括对尚未部署的 AI 智能体进行安全评估，并开发利用 AI 自动修复软体漏洞的工具。辉达在职缺描述中强调，团队秉持「坚定信念」：开放权重、技术透明度与广泛科学审查，是美国维持 AI 领先地位与强化网路防御的基石。此举凸显辉达在押
美国禁止钨废料及电池废弃物出口强化本土关键矿产供应链
2026-08-07 网络阅读（121）
美国商务部周四 (6 日) 表示，将禁止钨废料及电池废弃物出口，以推动美国国内回收产业发展，并提升关键矿产生产力。
SanDisk财测不如预期跌逾6% 记忆体配给将延至2027年后
2026-08-07 网络阅读（106）
SanDisk(SNDK-US)股价周四 (6 日) 重挫 6.8%，这家快闪记忆体与储存装置制造商公布的 2027 会计年度第一季营收财测低于分析师预期。

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