天天财经-提供金融入门知识-投资理财技巧-热点新闻

上岗前先上学！谷歌、宾士投资的Apptronik建「机器人实训园」二代Apollo进驻采集数据
2026-07-01 网络阅读（76）
获谷歌 DeepMind 与宾士投资的美国人形机器人新创公司 Apptronik 近日宣布，在位于德州奥斯丁的旗舰训练基地 (占地近 8361 平方公尺) 的「机器人公园 (Robot Park) 内，正式启用大规模数据采集作业。《路透社》报导，Apptronik 旗下新一代 Apollo 2 人形机器人在园区内反复执行搬箱、分拣等任务，全程由操作人员远端引导与监控，所产生的真实场景数据将用于训练充当机器人「大脑」的 AI 模型。 Apptronik 共同创办人兼执行长 Jeff Carden
巨亨速报 - Factset 最新调查：创意(3443-TW)EPS预估上修至48.02元，预估目标价为5550元
2026-07-01 网络阅读（75）
FactSet 最新调查：创意(3443-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：臻鼎-KY(4958-TW)EPS预估上修至14.81元，预估目标价为616.5元
2026-07-01 网络阅读（50）
FactSet 最新调查：臻鼎-KY(4958-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：智邦(2345-TW)EPS预估上修至78.38元，预估目标价为3286元
2026-07-01 网络阅读（48）
FactSet 最新调查：智邦(2345-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：景硕(3189-TW)EPS预估上修至10.06元，预估目标价为680元
2026-07-01 网络阅读（72）
FactSet 最新调查：景硕(3189-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：景硕(3189-TW)目标价调升至680元，幅度约4.62%
2026-07-01 网络阅读（55）
FactSet 最新调查：景硕(3189-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。
《大卖空》贝瑞看空AI热潮！特斯拉、辉达、应材全列放空名单
2026-07-01 网络阅读（59）
以《大卖空》(The Big Short)闻名的投资人贝瑞 (Michael Burry) 周二 (30 日) 揭露，他已建立新的特斯拉 (TSLA-US) 空头部位，并表示自己是在每股 416.22 美元放空，同时也对多档与人工智慧 (AI) 及半导体相关企业同步布局空单。这位因成功预测 2008 年美国房市崩盘而声名大噪的投资人，在其 Substack 电子报中披露这项交易，他表示，这些布局反映他认为 AI 与半导体市场估值愈来愈膨胀。除了特斯拉外，贝瑞还表示，他同步放空的
美股重点新闻摘要2026年7月1日
2026-07-01 网络阅读（64）
美股重点新闻摘要 2026 年 7 月 1 日
美欧联手抗中？继无人机、路由器后美国传再禁中国太阳能逆变器
2026-07-01 网络阅读（87）
美国拟进一步收紧中国科技设备管制，传出将禁止中国制太阳能逆变器进口，理由是防范电网遭远端操控风险。若政策落地，将与欧盟形成联手围堵态势，也可能重塑全球太阳能设备供应链。
〈财报〉Nike营收超预期仍看淡未来半年展望盘后一度跌8%
2026-07-01 网络阅读（48）
运动用品大厂 Nike(NKE-US) 周二 (30 日) 公布 2026 会计年度第 4 季财报，获利与营收双双优于华尔街预期，大中华区销售降幅没有市场预期严重，但因高层对展望谨慎，投资人担心痛苦的转型计划推行时间将拉长，盘后股价一度重挫 8%。维持财测，警告复苏不会一帆风顺 Nike 重申上一季提出的财测，预估 2027 会计年度前两季获利将大致持平，第 1 季毛利率则可望小幅成长。 Nike 预估第 2 季营运与本季 (第 1 季) 相比将趋缓，并提及北美批发出货时程等因素。即将卸任的

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