天天财经-提供金融入门知识-投资理财技巧-热点新闻

6个月变1年！半导体扩产遇瓶颈五大设备厂交期翻倍三星、SK海力士拟提早下单因应
2026-07-24 网络阅读（82）
最新数据显示，全球半导体扩产潮持续升温，设备订单暴涨正引发供应链瓶颈，应用材料、艾司摩尔、泛林、东京电子、科磊等五大设备供应商的主力机台交期已拉长至原来的 1.5 至 2 倍。韩媒最新报导指出，过去一般 6 个月交货的设备，现在下单后必须等上约 1 年才能进厂，部分韩系本土设备厂交期也从 3 至 4 个月延至 6 至 8 个月，少数项目甚至突破 1 年。业内高层指出，即便提前留产能的设备厂产线也已满载，未及时扩产者更频现交付延迟。三星与 SK 海力士采购部门正严密监测交期，传已拟定「提前下单
首年就抢占四分之一市场？分析指苹果将重塑2026年折叠机竞争格局
2026-07-24 网络阅读（91）
根据 Counterpoint Research 的最新报告，折叠屏智慧型手机市场预计将在 2026 年迎来重大转折。随着苹果 (AAPL-US) 预计推出首款折叠 iPhone，全球折叠手机出货量预估将比前一年增长 21%
Intel法说会｜15年最佳营收成长！AI需求爆棚狂扫CPU产能，需求远远超出供应
2026-07-24 网络阅读（103）
INTC营收获利超预期，晶片与先进封装需求强劲，产能持续扩张全球运算基础设施建置热潮持续升温，Intel(INTC-US)最新公布的第二季财务报告交出亮眼成绩单！营收、毛利率与每股盈余全面超越财务指引，不仅创下连续七个季度超越市场预期的纪录，更写下15年来最强劲的营收成长力道。核心业务双引擎发动 AI PC 与资料中心齐力推升在需求远远超越供应的强劲动能下，AI驱动相关业务较去年同期大幅成长逾七成。在终端消费与个人电脑方面，AI PC相关产品的营收季成长率达到26%，已占客户端产品整体
韩股暴跌近6%又见熔断日股下挫1800点！关税、油价与AI疑虑三重打击
2026-07-24 网络阅读（113）
美国总统川普对 60 个贸易伙伴祭出的新关税正式生效，引发市场对全球贸易前景的忧虑，再加上油价飙升及人工智慧 (AI) 行情震荡，都进一步打击投资人信心，亚洲股市周五 (24 日) 大幅下跌，日本、南韩领跌。南韩 Kospi 指数开低走低，盘中一度触及熔断，截稿前下跌 5.7%，几乎抹去本周稍早涨幅，暂报 6692.54 点。重量级半导体股跟随美国同业走弱，SK 海力士重挫 8.3%，三星电子下跌 7.6%。日经 225 指数下跌超过 1800 点或 2.7%，暂报 64604.84 点，迈
〈ETF成分股调整〉00891换股纳中美晶、台胜科、大联大完整涵盖AI供应链
2026-07-24 网络阅读（94）
随着 AI 浪潮持续推升全球半导体需求，台股规模最大的半导体 ETF、中信关键半导体 (00891-TW) 完成最新一次成分股调整，将于 7 月 27 日正式生效。本次换股聚焦 AI 长线发展趋势
〈台股盘后〉4大不利因素创史上第9大跌点1195点失守季线周线仍涨983点
2026-07-24 网络阅读（94）
台北股市今日遭遇包括国际油价涨破 100 美元、亚洲区域股市下跌及市场动能萎缩的不利影响，终场下跌 11985.97 点或 2.67%，收在 43654.84 点，成交值萎缩为 7924.35 亿元；而今天大盘同时收周线，周线收红。
美中小科技业者联名反对封杀中国AI模型白宫内部意见分歧
2026-07-24 网络阅读（94）
约 200 家矽谷初创公司周三 (22 日) 联名致信美国总统川普及其政府官员，敦促白宫切勿封锁对中国开源权重 (open-weight) 人工智慧模型的访问权，警告此举将对美国下一代初创生态系统造成致命打击，据《politico》报
Advancing AI 2026旧金山登场！AMD全栈挑战辉达：双2奈米晶片、Helios机柜与物理AI布局
2026-07-24 网络阅读（82）
一年一度的超微 Advancing AI 2026 大会周四 (23 日) 在美国旧金山登场，董事长暨执行长苏姿丰 (Lisa Su) 在开场演说中直言：「AI 是近 50 年来最重要技术，产业已从聊天机器人走进 Agentic AI(自主运算 AI / 代理型 AI)时代。」会上，超微一口气发表第六代 EPYC「Venice」伺服器 CPU、Instinct MI400 系列 GPU，含旗舰 MI455X、Helios 机架级 AI 基础设施，以及面向机器人与边缘场景的 Ryzen AI 嵌
〈房产〉厂办工程需求旺 6月营建业营业气候创1年半新高
2026-07-24 网络阅读（140）
厂办工程需求旺 6 月营建业营业气候创 1 年半新高
微星推出全新第六代AMD EPYC™伺服器平台阵容协助客户打造弹性化资料中心
2026-07-24 网络阅读（95）
PC 品牌微星 (2377-TW) 今 (24) 日发表搭载第六代 AMD EPYC™伺服器处理器的全新伺服器平台阵容，透过 SP7 与 SP8 平台架构，协助资料中心因应 AI、云端、高效能运算、虚拟化与关键业务工作负载的现代化需求。

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AI、云端、高效能运算、虚拟化与关键业务工作负载的现代化需求。", "createdAt": "2026-07-24T05:31:18.000Z", "author": "网络", "pv": 95, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }