天天财经-提供金融入门知识-投资理财技巧-热点新闻

日媒：苹果将启动史上最密集iPhone更新 2027上半年前连推5款新机
2026-07-02 网络阅读（51）
据传苹果 (AAPL-US) 正规划扩大一路延伸到 2027 年的 iPhone 产品阵容，并提高首款折叠 iPhone 的生产目标至 1000 万支，希望在供应链压力持续升高之际，进一步巩固高阶智慧手机市场地位。《日经亚洲》周四 (2 日) 引述知情人士报导，苹果计划于 2026 年下半年至 2027 年上半年期间推出至少五款全新 iPhone，这将是近年来最积极的产品更新周期。报导还指出，苹果已要求供应商今年准备生产约 1000 万支折叠 iPhone，高于先前预估的 700 万至 80
经典重现「看！黑松在说画：平面广告的设计密码」7/3正式开展
2026-07-02 网络阅读（50）
黑松世界明 (3) 日推出特展「看！黑松在说画：平面广告的设计密码」，精选不同年代的经典平面广告，引领大家从广告设计中，看见品牌沟通与台湾社会的时代轨迹。
Optimus量产前奏？马斯克视察特斯拉弗里蒙特工厂
2026-07-02 网络阅读（52）
全球首富马斯克周三（1 日）发布了一张大合照，并配文称在弗里蒙特工厂参观 Optimus 机器人生产线，暗示特斯拉人形机器人 Optimus 正进入关键量产阶段。
Meta掀AI算力疑虑+苹果供应链变局！日韩记忆体巨头惨遭抛售 KOSPI一度熔断
2026-07-02 网络阅读（87）
Meta Platforms(META-US)传出计划进军人工智慧 (AI) 云端服务市场，把多余算力出售给客户，市场担忧 AI 基础设施恐出现供给过剩，加上苹果公司 (AAPL-US) 在成本压力下拟向中国采购记忆体晶片，双重利空之下，日韩晶片股周四 (2 日) 随美国科技股走低，南韩股市一度熔断。南韩 Kospi 指数周四开盘一度重挫 7%、跌破 8000 点关卡，由于指数期货跌幅过大，南韩证交所一度暂停程式卖盘交易，日本日经 225 指数再度失守 7 万点大关。截稿前，Kospi 跌幅收
〈富邦财经论坛〉下半年告别齐涨！陈奕光：选股不选市回归AI主旋律、ETF加入配置
2026-07-02 网络阅读（54）
台股近期成功站回 4 万 7 千点大关，面对波动加剧的市场，富邦投顾董事长陈奕光指出，下半年操作难度提高，上半年暴涨 17000 点，「齐涨」盛况将不复见，市场操作的主旋律将转为「个股轮动」，应采选股不选市。
一石二鸟！美媒：辉达将为GPU采购提供财务担保并从云端服务收入中抽成
2026-07-02 网络阅读（51）
外媒引述知情人士消息最新报导指出，AI 晶片巨头辉达正利用自身强大的资产负债表，帮助更多公司购买其昂贵的 AI 晶片，并有望从中获利。根据美国科技媒体《The Information》报导，GPU 云端服务供应商 Firmus 和 Sharon AI，以及另外三家与辉达有业务往来的公司高层透露，辉达承诺为那些出租其 GPU 的年轻云端服务商提供财务支持，而作为交换，辉达将从中获取一部分收入。如果这些公司无法找到 AI 开发者来租用 GPU，辉达将以承诺回购未使用 GPU 形式提供支援。知情人
鸿海除息秀震荡陷贴息千亿现金股利7/31发放
2026-07-02 网络阅读（54）
鸿海除息首日震荡千亿现金股利 7/31 发放
马斯克多有钱？全球5富豪财富相加才超过他
2026-07-02 网络阅读（55）
SpaceX(SPCX-US) 于 6 月 12 日完成 IPO 后，创办人兼执行长马斯克 (Elon Musk) 正式跻身「兆美元富豪」，进一步巩固其全球首富地位，而且领先幅度惊人。
〈焦点股〉TPK-KY强攻先进封装与新厂齐发早盘放量登涨停
2026-07-02 网络阅读（71）
触控模组厂 TPK-KY(3673-TW) 近期积极推动转型，借由入主奕力科技正式跨足半导体新赛道，目前半导体业务已占集团营收约 22%，成为转型期的新事业重心。获得市场资金青睐，早盘强攻涨停板至 83.8 元，委买张数突破万张。
Meta出租算力，AI建设见顶！这才是真实状况，Q3买点出现！？
2026-07-02 网络阅读（57）
《彭博》报导，Meta 新成立「Meta Compute」计划对外提供额外 AI 算力，创造营收来源。消息一出，Meta 一度大涨逾 10%，收盘涨 8.81%。目前市场最担心的是大型资料中心在 AI 基础建设的高额资本支出，是否能有效的资本回报，因此，Meta 贩卖算力的计划，获得投资朋友的支持。但 Meta 从 AI 算力的使用者、买家，转换成 AI 算力的卖家，又让投资朋友担忧 AI 基础建设需求是否到顶，因此昨日美国半导体与 AI 云端服务供应商都出现大跌。但投资朋友真的该担心吗？在

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