天天财经-提供金融入门知识-投资理财技巧-美股

ASML再上调今年展望宣布英特尔已将High NA EUV导入量产
2026-07-15 网络阅读（82）
全球微影设备龙头艾司摩尔 (ASML-US) 今 (15) 日公布第二季财报，营收达 93 亿欧元，超越财测的 90 亿欧元，同时也上调全年营收预估至 430 至 450 亿欧元间，较上次预估的 360-400 亿欧元大幅上修。此外，ASML 也
英特尔18A良率飙至85% 传获AMD、辉达订单目标价喊上155美元
2026-07-15 网络阅读（59）
半导体先进制程竞争白热化之际，英特尔 (INTC-US) 传出关键性突破，其 18A 制程由上季度的 65% 大幅提升至 85%，进一步强化外界对其晶圆代工业务的信心，传已夺得超微半导体 (AMD-US) 、辉达 (NVDA-US) 、迈威尔 (MRVL-US) 、微软 (MSFT-US) 、美光 (MU-US) 和 OpenAI 等公司设计订单。根据 KeyBanc 与 FactSet 最新报告，英特尔 18A 制程良率已由上季度的 65% 大幅提升至 85%，不仅有效缩小与台积电 (TSM
半导体迎关键48小时「这两份财报」定调AI市场情绪
2026-07-15 网络阅读（67）
随着高盛、摩根大通率先揭开美股第二季财报季序幕，市场焦点转向本周登场的半导体重量级财报。艾司摩尔（ASML）与台积电 (2330-TW) (TSM-US) 将分别于周三 (15 日)、周四 (16 日) 公布第二季业绩，市场普遍视其财报与展望为全球半导体及设备产业景气的重要风向球，不仅牵动 AI 晶片供应链前景，也将左右市场对晶片族群后市的投资情绪。 B. Riley 的分析报告指出，全球超大规模人工智慧（AI）资本支出的成长速度已超出市场预期，而作为半导体代工巨头的台积电，以及半导体设备龙头
AI竞争焦点转向？模型参数规模与跑分成绩不再重要、「这些」才是关键
2026-07-15 网络阅读（50）
AI 产业竞争正在改变，GPT-5.6、Claude Fable 5、Grok 4.5 与 Meta Muse Spark 纷纷转向代理、工具调用与程式设计能力。市场焦点从模型参数与跑分，转向 AI 能否执行长程任务、创造企业实际生
财产一毛不留！巴菲特1400亿美元波克夏持股八年内全出清
2026-07-15 网络阅读（59）
20 年前开始捐赠财富的「股神」巴菲特 (Warren Buffett) 周二 (14 日) 承诺，将于 2034 年前，把自己手上持有总价值约 1400 亿美元的波克夏 (BRK.B-US) 持股全数出清。 96 岁的巴菲特周二宣布新一轮慈善捐赠，以下为五大重点： 1、盖兹基金会首度落榜在巴菲特今年公布的捐股名单中，盖兹基金会并未获得任何股份，由于发生时机正逢美国司法部文件公开之际，让外界益发关注比尔 · 盖兹 (Bill Gates) 与已 · 故性犯罪者艾普斯
苹果遭降评恐跌21%！分析师揭3大隐忧
2026-07-15 网络阅读（83）
苹果 (AAPL-US) 股票周二 (14 日) 遭 KeyBanc 调降评级。分析师 Brandon Nispel 警告，随着公司成长动能减弱，投资人可能不再愿意为这家 iPhone 制造商的股票支付如此高昂溢价。
川普：美伊双方周二曾接触达成协议前将「持续攻击」
2026-07-15 网络阅读（66）
美国总统川普 (Donald Trump) 周二 (14 日) 表示，美方当天稍早曾与伊朗官员接触，并强调，对伊朗的攻击将持续，直到伊朗同意达成协议为止。
DeepMind CEO示警：AGI只剩几年！吁美国建立尖端AI审查机制
2026-07-15 网络阅读（89）
Google DeepMind 执行长 Demis Hassabis 表示，通用人工智慧（AGI）距离实现仅剩数年，并提出建立类似 FINRA 的尖端 AI 标准机构，推动模型安全审查。他认为 AGI 将带来远超工业革命的影响，同时呼吁建
美光目标价获上调分析师：记忆体供应紧张将持续至2027年
2026-07-15 网络阅读（50）
KeyBanc 分析师 John Vinh 前往亚洲考察科技供应链后，将美光 (Micron)(MU-US) 股票目标价从 1,600 美元上调至 1,750 美元。Vinh 预期，电脑记忆体市场供应紧张的情况将持续至 2027 年。
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（63）
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。

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