天天财经-提供金融入门知识-投资理财技巧-热点新闻

艾普斯坦事件延烧巴菲特停止捐款盖兹基金会结束20年慈善合作
2026-07-15 网络阅读（61）
「股神」巴菲特 (Warren Buffett) 已停止向盖兹基金会 (Gates Foundation) 捐款
SK海力士首尔暴涨逾11%！韩股Kospi开盘升7% 日本晶片股也欢涨
2026-07-15 网络阅读（71）
亚洲科技股追随美国半导体股前一日反弹走势，周三 (15 日) 强力上涨，SK 海力士领军暴涨逾 11%，三星电子及日本晶片股也同步拉升。 SK 海力士周三开盘暴涨 11.76%，截稿前仍有 10.45% 涨幅。SK 海力士周一才因投资人获利了结，加上市场对人工智慧 (AI) 支出前景忧虑升温，创下史上最大单日跌幅。南韩同业三星电子上涨 6.8%，首尔半导体劲扬 6.4%。日本晶片股方面，爱德万测试 (Advantest) 上涨 4.2%，Lasertec 劲扬 6.4%，Disco 涨 2.
盘中速报 - 柜买市场加权指数上涨8.22点至415.63点，涨幅2.02%
2026-07-15 网络阅读（72）
柜买市场加权指数盘中涨幅2.02%，口罩、关键零组件概念表现强劲。快同时查看近日周月绩效与即时新闻资讯。
「杭州六小龙」第一股泡沫退潮群核科技上市三个月崩逾八成专家：「这时间点」恐遇新卖压
2026-07-15 网络阅读（93）
被誉为「杭州六小龙」的首家上市公司的群核科技，股价在经历上市初期的狂飙后持续探底。周二 (14 日) 收低 2.64% 至 8.84 港元，市值约 152.6 亿港元，较历史最高点 48.5 港元重挫超过 80%，离上市首日收盘市值 316.2 亿港元已蒸发逾半。群核科技于今年 4 月 17 日登陆港交所，挂牌首日大涨 144.09%，随后两日继续冲高至 48.5 港元，较发行价累计涨幅达 536.48%，一度触达 837 亿港元市值。分析师指出，这波行情属典型「稀缺 AI 叙事＋流动性虹吸」
AI股市荣景变警示：韩股杠杆失控放大波动 SK海力士暴跌引发全球连锁反应
2026-07-15 网络阅读（64）
南韩由 AI 驱动的股市繁荣正演变成一则深刻的警示故事。当杠杆成为比基本面更强大的市场力量，危机悄然酝酿。数据显示，南韩记忆体晶片巨头 SK 海力士周一 (13 日) 股价创纪录暴跌 15%，迫使与其挂钩的杠杆产品经理人被迫抛售数十亿美元股票以重新平衡投资组合。这股抛售潮短短三周助推南韩综合股指 (Kospi) 重挫 25%，完全暴露了保证金贷款、单只股票杠杆 ETF 与高度集中的指数权重如何相互缠结，放大市场的双向波动。南韩处于全球 AI 硬体供应链的核心，SK 海力士与三星电子在 Kos
名投资人葛拉汉评SpaceX：史上最疯狂IPO 终将沦为后世笑柄
2026-07-15 网络阅读（71）
随着马斯克旗下 SpaceX 正式纳入那斯达克 100 指数，这家火箭公司的发展前景已然影响着全球数百万股民的持仓，无论直接还是间接。但纳入那斯达克指数并未说服一众批评者，他们对这家公司的远大目标深表质疑。
血洗1700点的幕后真凶抓到了惊见『被错杀神股』是它！
2026-07-15 网络阅读（67）
最近很多人问江江：「AI 基本面明明这么好，为什么这波跌得这么深？」先讲答案：不是 AI 需求消失，而是台股住满了随时想变现跑路的投机客，这次下跌的核心原因，就是「筹码修正」与「去杠杆」。一、修正正乖离：前阵子台股涨得太快、太疯，股价离均线太远，就像风筝线拉得太紧，主力必须透过杀盘，让股价「回撤长均线」，把过热的技术指标修正回来。二、清融资（去杠杆）：前阵子融资余额增加的速度简直是在坐火箭。散户拿着杠杆往前冲，筹码面变得很差。主力这时候不杀，难道要帮散户擡轿吗？他们必须透过大震荡，强迫
SK海力士ADR暴涨27% HBM价格看涨巴克莱喊买目标价上看330美元
2026-07-15 网络阅读（63）
SK 海力士 ADR 在巴克莱首次给予「增持」评级后一度大涨 27%，不仅收复前一交易日跌幅，也让 ADR 溢价扩大至 46%。巴克莱看好 HBM 供应持续吃紧、AI 需求旺盛，并将目标价上调至 330 美元，预估仍有逾一倍上涨空间。
巨亨速报 - Factset 最新调查：富世达(6805-TW)EPS预估下修至66.17元，预估目标价为2600元
2026-07-15 网络阅读（68）
FactSet 最新调查：富世达(6805-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：晶硕(6491-TW)目标价调升至410元，幅度约5.13%
2026-07-15 网络阅读（61）
FactSet 最新调查：晶硕(6491-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。

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