天天财经-提供金融入门知识-投资理财技巧-热点新闻

巨亨速报 - Factset 最新调查：儒鸿(1476-TW)EPS预估上修至25.22元，预估目标价为445元
2026-07-13 网络阅读（65）
FactSet 最新调查：儒鸿(1476-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。
〈美股早盘〉晶片股卖压沉重、美伊冲突推高油价主要指数开低
2026-07-13 网络阅读（54）
美股主要指数周一 (13 日) 开低，科技与晶片股遭遇卖压，拖累标普 500 指数与那斯达克指数走弱。与此同时，美国与伊朗在波斯湾的冲突再度升级，围绕荷莫兹海峡的紧张情势加剧市场对能源供应中断的担忧，推升国际油价，也重新点燃通膨疑
中国首台EUV曝光机原型机正式出光斥资400亿美元建构自主半导体链路
2026-07-13 网络阅读（87）
据《路透》与相关调查指出，位于深圳一座由中央科技委员会管理的保密设施内，首台全国产化的极紫外光曝光机 (EUV) 原型机已成功启动，并稳定产生 13.5 奈米波长的极紫外光。报导称，此进展意味着中国已在 EUV 技术链路上，从光源、
【美股盘前】油价飙升、科技股承压本周CPI与财报季接棒牵动市场
2026-07-13 网络阅读（60）
2026年07月13日（优分析／产业数据中心报导）⸺ 周末美伊爆发新一轮攻击，伊朗宣布封锁荷姆兹海峡（全球能源运输要道），打破上月才签的美伊临时协议。这直接推升油价（原油期货涨逾3%），并打击市场情绪。道琼期货跌0.1%、标普500跌0.4%，那斯达克跌幅最大达1.2%，iShares半导体ETF跌3.1%，显示科技股仍是卖压的中心。记忆体族群中，美光跌4.9%、Western Digital跌5.1%、Seagate跌4%、Sandisk跌5.4%。上周五才刚挂牌的SK海力士也暴跌9.3%
摩根大通看好全球股市韧性建议投资人逢低布局
2026-07-13 网络阅读（61）
摩根大通在最新的研究报告中指出，尽管伊朗冲突引发的地缘政治不确定性再度升温，但受惠于全球企业获利前景强韧，建议投资人应将市场调整视为买进良机。
股价跌16%反而更爱！华尔街力挺Sandisk 目标价最高喊上4000美元
2026-07-13 网络阅读（66）
根据《巴隆周刊》(Barron's) 报导，Sandisk(SNDK-US) 股价近期陷入震荡，7 月迄今累计下跌 16% 至 1,915 美元，周一 (13 日) 盘前再挫约 5%，但华尔街分析师不仅没有退缩，反而比以往更加看好这家记忆体储
记忆体大厂产能竞赛引发周期性担忧美光股价应声下跌
2026-07-13 网络阅读（74）
美光科技 (MU-US) 股价周一 (13 日) 盘前交易下跌 5.1%，反映出市场担心竞争对手激进的产能扩张计划，最终可能导致硬体价格下滑并拖累获利。此次跌势与同行趋势一致，特别是南韩记忆体巨头 SK 海力士在美国盘前的跌幅更超
竣邦Q2营收创单季新高下半年接单能见度明朗
2026-07-13 网络阅读（65）
竣邦 Q2 营收创单季新高下半年接单能见度乐观
〈台币〉午后猪羊变色！央行阻贬惊险翻升收32.17元
2026-07-13 网络阅读（67）
台北汇市上周五独步全球休市，今 (13) 日恢复交易后，一度升值逾 1 角，但午后猪羊变色，随着外资扩大汇出，升幅全数回吐
AI晶片需求太旺！英特尔豪砸57亿美元扩建爱尔兰厂强化欧洲制造版图
2026-07-13 网络阅读（83）
美国晶片大厂英特尔 (INTC-US) 周一 (13 日) 宣布，已启动一项规模达 50 亿欧元 (约 57 亿美元) 的资本投资计划，将扩大爱尔兰制造基地产能，以满足全球对人工智慧 (AI) 及高效能运算 (HPC) 日益成长的需求，同时进一步强化

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