天天财经-提供金融入门知识-投资理财技巧-热点新闻

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（59）
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。
〈焦点股〉台骅除息5元稳步填息看好AI发展支撑物流需求
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〈焦点股〉台骅除息交易开红看好 AI 发展支撑物流需求
华为迎来最强对手！字节跳动杀进智驾世界模型成最大武器
2026-07-15 网络阅读（71）
字节跳动正式跨入自动驾驶领域。根据《36 氪》报导，字节跳动正积极布局自动驾驶技术，相关研发由 Seed 世界模型团队主导，并由前阿里通义大模型技术负责人周畅领军。随着高阶智慧驾驶逐渐成为中高阶车款的标配，甚至开始下探至 10 万元人民币以下市场，自动驾驶已成为车厂与科技公司竞逐的核心技术。在华为、小米、百度及多家智驾企业激烈竞争之际，字节跳动选择此时进场，也意味着中国智慧驾驶市场再添重量级玩家。「舱驾一体」补齐最后一块拼图目前字节跳动在汽车领域的布局主要集中于智慧座舱与汽车云服务。早在
双代工策略生变！英特尔原定七成订单给台积电如今90%以上改自家生产
2026-07-15 网络阅读（82）
外媒最新报导找出，英特尔打算 2026 年底发布 Nova Lake，属于酷睿 Ultra 400 系列，采用基于 Tile 的设计，原先打算采用双代工厂策略，大部分计算模组生产交给台积电负责，占比约在 60% 至 70%，以 2 奈米制程制造，其余则是自家代工厂，选择英特尔 18A 制程，但最新供应链资讯显示，英特尔将 Nova Lake 大部分计算模组转为内部完成，大概 80% 至 90% 自家制造。根据《TECHPOWERUP》报导，这项转变发生在英特尔 18A 制程的良率最终提升到可靠
〈台股开盘〉权值股带头反弹涨逾800点站回4万5拚收复月线
2026-07-15 网络阅读（80）
〈台股开盘〉反弹涨逾 700 点重返 45000 点拚收复 5 日线
巨亨速报 - Factset 最新调查：智伸科(4551-TW)EPS预估下修至10.9元，预估目标价为222.5元
2026-07-15 网络阅读（72）
FactSet 最新调查：智伸科(4551-TW)EPS预估下修，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：联电(2303-TW)EPS预估上修至4.7元，预估目标价为92.5元
2026-07-15 网络阅读（69）
FactSet 最新调查：联电(2303-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：联电(2303-TW)目标价调升至92.5元，幅度约5.11%
2026-07-15 网络阅读（76）
FactSet 最新调查：联电(2303-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。
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（75）
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。
〈焦点股〉东元重电事业带动Q2营收创77季新高涨逾半根停板
2026-07-15 网络阅读（82）
东元 (1504-TW) 受惠北美基建商机与台电强韧电网计划，带动旗下电力能源事业表现，进一步推升第二季营收 165.89 亿元，季对季、年对年皆成长，并创下 77 个季度以来单季新高，激励东元今 (15) 日价量齐扬，涨逾半根停板。

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