天天财经-提供金融入门知识-投资理财技巧-美股

蓝思科技与英特尔签署备忘录联手研发TGV玻璃基板先进封装技术
2026-07-24 网络阅读（54）
蓝思科技于 7 月 24 日正式发布公告，宣布与半导体巨头英特尔签署合作备忘录。双方将针对玻璃通孔 (Through-Glass Via, TGV) 玻璃基板先进封装技术展开联合研发，旨在整合彼此在产业中的核心优势，共同攻克
SK海力士三地资产脱钩 2.5%转换红线锁死套利空间美股溢价走向常态化
2026-07-24 网络阅读（50）
随着记忆体晶片巨头 SK 海力士 (SKHY-US) 完成规模高达 265 亿美元、创下外国公司在美上市纪录的存托凭证 (ADR) 发行，全球投资者正目睹一场罕见的资产定价分化。受限于南韩监管与公司设定的「转换红线」，SK 海力士在美股、
官员：三星和SK海力士将与美国企业签署巨额晶片供应协议
2026-07-24 网络阅读（50）
一位总统府高级官员表示，三星电子和 SK 海力士将在李在明总统访问矽谷期间，与美国领先的科技公司达成协议「非常巨大」的重大协议。
SemiAnalysis：Kimi K3碾压Nemotron 3 Ultra 辉达「委员会模式」遭警讯
2026-07-24 网络阅读（56）
知名半导体与 AI 研究机构 SemiAnalysis 周三 (22 日) 发文指出，月之暗面最新开源模型 Kimi K3(总参数 2.8 兆，完整权重预计 27 日开放)在多项基准测试中大幅超越辉达旗舰开源模型 Nemotron 3 Ultra，直接点名黄仁勋主导的「Nemotron 委员会」开发模式「并非美国开源 AI 的正确路径。 SemiAnalysis 将辉达 Nemotron 委员会模式失利归因于结构缺陷：单一联盟架构限制技术路线流动，滋生「群体思维」，与开源本质矛盾。 SemiAn
AT&T法说会｜买回百亿库藏股，第二季Q2财报超预期，光纤+5G双引擎引爆AI边缘商机
2026-07-24 网络阅读（55）
通讯市场掀起新一波科技转型浪潮！美国的电信龙头之一AT&T（T-US）最新公布的2026年第二季财报表现优异，不仅关键网路用户突破百万大关，营收与获利指标更全面加速成长。为了回应市场评价与营运基本面之间的落差，公司决定将今年的股票买回计划规模大幅调升25%，预计总金额将上看100亿美元。联网用户大增百万，双网融合策略显效在光纤与5G行动网路的双重引擎带动下，公司单季新增的高速联网用户数超越100万户，创下历年同期最佳成绩。其中，同时订阅光纤与行动通讯的「融合客户」比例已攀升至42.5%。这类
「锁机催缴」惹争议！传苹果下周推「Apple Upgrade」租机计划欠费将锁9成应用程式
2026-07-24 网络阅读（57）
外媒最新报导指出，苹果预计在下周二 (28 日) 推出全新「Apple Upgrade」设备租赁计划，搭配 iOS 27 测试版中首度曝光的监管式风控架构，对分期逾期用户实施严苛权限限制，引发业界热议。综合《Gizmodo》、《彭博资讯》等美媒报导，该计划主打降低 iPhone、Mac 等高价产品入手门槛，采长期租赁模式，用户全程不取得设备所有权，与一般分期付款本质不同。报导指出，最争议部分在于系统层级的还款监控：一旦用户多次逾期，设备将自动切换至「受限模式」，九成以上 App 遭封禁，仅保
RTX法说会｜第二季获利冲新高，航太与国防需求强劲，宣布调高全年财务展望
2026-07-24 网络阅读（53）
RTX营收与获利强劲成长，积压订单再创新高在地缘局势与民航复苏带动下，雷神科技RTX Corp(RTX-US)第二季缴出亮眼成绩单！商用售后与国防业务均双位数成长，公司单季营收达到247亿美元，成长达16%，EPS大幅成长21%至1.89美元。基于强劲的营运动能，公司决定全面上调全年营收、获利与自由现金流展望。除了营收与获利弹升，在手订单金额更创下2,890亿美元史新高，年增幅高达22%。其中，国防部门单季新接订单近200亿美元，订单出货比(BB Ratio)2.4，包含来自国际客户与睽违3
Nike重构中国数位市场生态终止20余年线上经销合作
2026-07-24 网络阅读（59）
Nike(NKE-US) 近期宣布将对中国市场的销售通路进行重大战略调整。根据滔搏国际与宝胜国际于 2026 年 7 月 22 日在港交所发布的公告，Nike 已正式通知，将于 2027 年 1 月 1 日起全面终止这两家老牌经销商在中国内地的线上
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（53）
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（53）
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%

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