天天财经-提供金融入门知识-投资理财技巧-热点新闻

双代工策略生变！英特尔原定七成订单给台积电如今90%以上改自家生产
2026-07-15 网络阅读（123）
外媒最新报导找出，英特尔打算 2026 年底发布 Nova Lake，属于酷睿 Ultra 400 系列，采用基于 Tile 的设计，原先打算采用双代工厂策略，大部分计算模组生产交给台积电负责，占比约在 60% 至 70%，以 2 奈米制程制造，其余则是自家代工厂，选择英特尔 18A 制程，但最新供应链资讯显示，英特尔将 Nova Lake 大部分计算模组转为内部完成，大概 80% 至 90% 自家制造。根据《TECHPOWERUP》报导，这项转变发生在英特尔 18A 制程的良率最终提升到可靠
〈台股开盘〉权值股带头反弹涨逾800点站回4万5拚收复月线
2026-07-15 网络阅读（122）
〈台股开盘〉反弹涨逾 700 点重返 45000 点拚收复 5 日线
巨亨速报 - Factset 最新调查：智伸科(4551-TW)EPS预估下修至10.9元，预估目标价为222.5元
2026-07-15 网络阅读（114）
FactSet 最新调查：智伸科(4551-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：联电(2303-TW)EPS预估上修至4.7元，预估目标价为92.5元
2026-07-15 网络阅读（105）
FactSet 最新调查：联电(2303-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：联电(2303-TW)目标价调升至92.5元，幅度约5.11%
2026-07-15 网络阅读（108）
FactSet 最新调查：联电(2303-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。
苹果躲过328亿美元求偿！iCloud儿少性虐集体诉讼遭法院驳回：无须为用户上传内容负责
2026-07-15 网络阅读（110）
美国联邦法院裁定，苹果无须为 iCloud 平台上的儿童性虐待内容承担法律责任，并援引《通讯端正法》第 230 条驳回高达 328 亿美元的集体诉讼。法官表示，现行法律未要求平台主动侦测相关内容，若要改变制度应由国会修法。
〈焦点股〉东元重电事业带动Q2营收创77季新高涨逾半根停板
2026-07-15 网络阅读（121）
东元 (1504-TW) 受惠北美基建商机与台电强韧电网计划，带动旗下电力能源事业表现，进一步推升第二季营收 165.89 亿元，季对季、年对年皆成长，并创下 77 个季度以来单季新高，激励东元今 (15) 日价量齐扬，涨逾半根停板。
用AI裁员还涉及歧视？Meta多名员工提告
2026-07-15 网络阅读（105）
Meta(META-US) 一群现任及前员工对这家社群媒体巨头提起诉讼，指控公司在最近一轮裁员中使用人工智慧 (AI)，且其运用方式涉及歧视。
从「取代恐慌」到「部署元年」！中国人形机器人登陆欧洲轻资产模式撬动百亿市场
2026-07-15 网络阅读（100）
近日，一场人形机器人发布会在伦敦登场，来自上海的具身智能企业智元机器人 (AgiBot) 面向欧洲市场推出合作伙伴平台，展示自家人形机器人产品线，这不仅是中国机器人企业出海的单一案例，更是产业大规模西进的缩影。除软体工具平台外，智元还力推「机器人即服务」(RaaS) 模式，以订阅制降低企业尝试门槛。西班牙代理商 Airight Spot 技术长 Pau Montagut Bofi 表示，中国厂商竞争力已超越硬体本身，更在于完整的生态系与推动开源机器人技术的努力。根据中国海关数据显示，今年
艾普斯坦事件延烧巴菲特停止捐款盖兹基金会结束20年慈善合作
2026-07-15 网络阅读（84）
「股神」巴菲特 (Warren Buffett) 已停止向盖兹基金会 (Gates Foundation) 捐款

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