天天财经-提供金融入门知识-投资理财技巧-热点新闻

马斯克斥资千亿打造晶片厂瑞银看好半导体设备市场规模翻倍
2026-07-09 网络阅读（60）
瑞银 (UBS) 分析，马斯克正准备投入数千亿美元实现晶片制造愿景，此举可能使半导体设备市场的某一个次领域规模翻倍。瑞银分析师 Tim Arcuri 周二 (7 日) 在报告中指出，SpaceX 旗下聚焦人工智慧 (AI) 的业务部门，预料将在未来五年投入约 1.1 兆美元资本支出。此前，Arcuri 的同事 John Hodulik 周二展开追踪研究，给予「买进」评等。 Arcuri 表示，上述金额中约 20% 可能流向「Terafab」，也就是马斯克计划为 SpaceX 与特斯拉 (TSL
不用再等了！OpenAI全面开放GPT-5.6 最强模型正式登场
2026-07-08 网络阅读（89）
OpenAI 周三 (8 日) 宣布，将于周四 (9 日) 正式向全球公开释出 GPT-5.6 Sol、Terra 与 Luna 三款新一代人工智慧 (AI) 模型，结束先前应美国政府要求、仅提供「少数受信任合作伙伴」测试的限制。执
AI股王跌落神坛？辉达市值蒸发1兆美元估值竟比标普500便宜
2026-07-08 网络阅读（59）
AI 晶片龙头辉达 (NVDA-US) 近两个月市值蒸发约 1 兆美元，股价自 5 月 14 日历史高点回落 16%，市场焦点也逐渐从 GPU 龙头转向记忆体等 AI 供应链。不过，尽管股价陷入修正，华尔街分析师对辉达基本面仍维持高度乐观，认为目前
〈美股早盘〉川普重燃中东战火疑虑主要指数开低、避险情绪升温
2026-07-08 网络阅读（94）
美股周三 (8 日) 开低，美国总统川普表示，美伊停火协议「已经结束」，并称美方可能对伊朗发动进一步军事打击，再度点燃市场对中东冲突升级的担忧，推升油价并引发全球避险情绪。
华尔街抢疯了！SK海力士280亿美元ADR数倍超额认购
2026-07-08 网络阅读（66）
《路透》报导，南韩记忆体大厂 SK 海力士 (SK Hynix) 美国存托凭证 (ADR) 发行案获市场热烈追捧。知情人士透露，由于投资人认购需求已数倍超过发行规模，公司已于美东时间周三 (8 日) 下午完成簿记(Bookb
苹果不敌欧盟！法院驳回DMA挑战 App Store与iOS仍列守门人
2026-07-08 网络阅读（66）
苹果 (AAPL-US) 挑战欧盟《数位市场法》(Digital Markets Act，DMA) 再度受挫。欧盟普通法院 (General Court) 周三 (8 日) 驳回苹果针对 App Store 及 iOS 被认定为「守门人」(g
国发会、柜买中心与创投公会携手「陪跑」12家新创Demo Show大秀实力
2026-07-08 网络阅读（71）
「2026 台湾创投暨私募投资年会」于 7 月 7 日至 8 日在松山文创园区盛大登场，今（8）日由国家发展委员会、国发基金与柜买中心携手举办「亮点新创 Demo Show 专场」，透过链结资本市场资源，带领 12 家优质新创企业与创投、产业
强台逼近！港务公司启动防台部署航港局吁暂缓前往离岛避免滞留
2026-07-08 网络阅读（65）
为因应巴威台风逼近，台湾港务公司于今日召开「第 1 次防台整备会议」。会议由港务公司董事长周永晖主持，总经理王锦荣率各港口相关主管及同仁透过视讯与会，即时掌握全台各商港的营运状况与整备进度，全面强化防汛防台应变作为。
精确对华为、长安汽车放量出货 6月营收冲出新高纪录
2026-07-08 网络阅读（68）
精确对华为、长安汽车放量出货 6 月营收冲出新高纪录
苹果又出手！300亿美元晶片大单砸向博通美国工厂同步扩建
2026-07-08 网络阅读（62）
苹果 (AAPL-US) 周三 (8 日) 宣布，将依据与博通 (AVGO-US) 本周稍早达成的长期供应协议，投入逾 300 亿美元采购晶片，并推动博通扩建位于美国科罗拉多州的生产基地，以强化美国本土晶片供应链，同时呼应美国总统川普政府

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