天天财经-提供金融入门知识-投资理财技巧-热点新闻

Q3出货量顶多100万支！郭明𫓹：iPhone折叠机拟重演iPhone X「同场发布、较晚开卖」剧本
2026-07-06 网络阅读（96）
天风国际证券分析师郭明𫓹周日 (5 日) 晚间在 X 上发文指出，苹果首款折叠 iPhone 预计于 2026 年下半年组装出货，数量约 700 万至 800 万支，其中第三季（3Q26）出货仅 50 万至 100 万支、占比约一成；对照同期 iPhone 18 Pro／Pro Max 预估出货达 2000 万至 2200 万支，并符合 9 月新机开卖备货水准。郭明𫓹预估，折叠 iPhone 第三季低出货量特征与 2017 年 iPhone X 将高度雷同，极可能采「与 iPhone18
营收速报 - 药华药(6446)6月营收23.33亿元年增率高达94.88％
2026-07-06 网络阅读（55）
2026年6月药华药(6446-TW) 营收年增成长94.88% , 盘后股价为1395元
营收速报 - 鸿海(2317)6月营收8,217.63亿元年增率高达52.11％
2026-07-06 网络阅读（58）
2026年6月鸿海(2317-TW) 营收年增成长52.11% , 盘后股价为240.5元
巨亨速报 - Factset 最新调查：和硕(4938-TW)目标价调升至83元，幅度约3.11%
2026-07-06 网络阅读（57）
FactSet 最新调查：和硕(4938-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。
华尔街日报：中国制造升级挤压德国「隐形冠军」德对中资本财贸易罕见转为逆差
2026-07-06 网络阅读（59）
根据《华尔街日报》上周五 (3 日) 报导，德国数千家被誉为「隐形冠军」的中型制造企业，正面临中国制造业技术升级与低价竞争的空前挑战。随着中国企业在机械设备、资本财领域技术差距快速缩小且报价仅及欧洲对手一半，德国制造传统「品质护城河」正被填平，部分工业城镇已出现裁员与产能外移，德国对中国的先进资本财贸易表现上更是史上首次转为逆差。德国中小企业多聚焦机械、模具、传动件等 B2B 中间产品，如雷射设备商通快（TRUMPF）、光学巨头蔡司（ZEISS）仍保有高端技术壁垒，但多数传统机械领域优势遭侵
GPU独霸转向CPU/GPU协同！Arm执行长：AI CPU需求已「爆表」
2026-07-06 网络阅读（75）
长期以来，AI 基础设施由辉达 GPU 主导，HBM、先进封装与液冷机柜成为市场焦点，CPU 仅被视为辅助角色，但随着生成式 AI 从聊天机器人迈向代理 AI(Agentic AI)，产业叙事正快速翻转。安谋执行长 Rene Haas 近日受访时直言，高阶 AI CPU 需求已「爆表」，CPU 将重回 AI 牌桌中心，与 GPU 共同构成下一代 AI 工厂核心。他并指出，约一年半前开始观察到基于 Arm 架构的系统单晶片 (SoC) 客户对核心数的需求远超预期，「我们原以为 128 核已是天
台股急杀别慌！6238亿资金活水，谁是下一波AI强股？
2026-07-06 网络阅读（69）
美国 6 月非农就业人口只新增 5.7 万人，低于市场预期的 11 万人，前两个月数据还合计下修 7.4 万人；虽然失业率从 4.3％降到 4.2％，但主因是劳动参与率下降，并非就业市场真正强劲，代表美国经济开始降温，市场对联准会升息疑虑降低，资金环境反而有利股市维持多头格局。短线科技股受到 AI 算力、资本支出与评价偏高疑虑影响，费半与那斯达克震荡拉回，但道琼指数再创历史新高，证明资金并未全面撤出股市，而是从涨多科技股转向金融、工业、消费等族群轮动。技术面来看，美股高档震荡后，重点不是单日
AI的本质是「记忆体」！HBM之父：GPU真正运算的时间只有10% HBF、HBS将接棒
2026-07-06 网络阅读（63）
KAIST 教授、被誉为「HBM 之父」的金正浩指出，AI 真正的瓶颈在记忆体而非 GPU，随着 AI 迈入推论时代，HBM、HBF 与 HBS 将成为下一代半导体核心。他分析 HBM4、长期供货协议（LTA）、三星电子、SK 海力士、美光及
连两周失血！非农暂缓升息担忧但美股基金再外逃172亿美元晶片股大跌冲击波会否扩散？
2026-07-06 网络阅读（85）
美国 6 月非农就业新增仅 5.7 万人，远低于市场预期的 11.3 万人，且前两月合计下修 7.4 万人，失业率虽微降至 4.2%，但劳动参与率降至 61.5% 的五年低点，ADP 私人部门新增就业 9.8 万人也低于预期，数据显示就业降温，市场对 Fed 年内升息的担忧暂时缓解，芝商所 FedWatch 数据显示 7 月升息机率回落至约 20%，12 月升息 1 码仍为基准情境。受此激励，道琼工业指数周度收涨并创历史新高，标普 500 近乎持平，但科技股遭抛售拖累那斯达克指数上周下跌 0.
记忆体股暴跌是错杀？野村：Meta出租算力、南韩扩产都被「市场误读」
2026-07-06 网络阅读（67）
野村证券最新报告指出，市场过度解读南韩大规模扩产及 Meta 出租 AI 算力两大利空，全球记忆体产业仍处于供不应求的 AI 超级周期。野村看好 DRAM、NAND 与 HBM 需求持续成长，并上调 SK 海力士、三星电子目标价，认为近期股价回

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"台股急杀别慌！6238亿资金活水，谁是下一波AI强股？", "shortTitle": "台股急杀别慌！6238亿资金活水，谁是下一波AI强股？", "img": "https://cimg.cnyes.cool/prod/news/6522791/l/40f4ef870494d68ec5e1f5cfe70902d2.jpg", "description": "美国 6 月非农就业人口只新增 5.7 万人，低于市场预期的 11 万人，前两个月数据还合计下修 7.4 万人；虽然失业率从 4.3％降到 4.2％，但主因是劳动参与率下降，并非就业市场真正强劲，代表美国经济开始降温，市场对联准会升息疑虑降低，资金环境反而有利股市维持多头格局。短线科技股受到 AI 算力、资本支出与评价偏高疑虑影响，费半与那斯达克震荡拉回，但道琼指数再创历史新高，证明资金并未全面撤出股市，而是从涨多科技股转向金融、工业、消费等族群轮动。技术面来看，美股高档震荡后，重点不是单日", "createdAt": "2026-07-05T23:28:58.000Z", "author": "网络", "pv": 69, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 5087, "title": "AI的本质是「记忆体」！HBM之父：GPU真正运算的时间只有10% HBF、HBS将接棒", "shortTitle": "AI的本质是「记忆体」！HBM之父：GPU真正运算的时间只有", "img": "https://cimg.cnyes.cool/prod/news/6522689/l/b6643f83f206a115d134c1140ffec397.jpg", "description": "KAIST 教授、被誉为「HBM 之父」的金正浩指出，AI 真正的瓶颈在记忆体而非 GPU，随着 AI 迈入推论时代，HBM、HBF 与 HBS 将成为下一代半导体核心。他分析 HBM4、长期供货协议（LTA）、三星电子、SK 海力士、美光及", "createdAt": "2026-07-05T23:00:07.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 5085, "title": "连两周失血！非农暂缓升息担忧但美股基金再外逃172亿美元晶片股大跌冲击波会否扩散？", "shortTitle": "连两周失血！非农暂缓升息担忧但美股基金再外逃172亿美元 ", "img": "https://cimg.cnyes.cool/prod/news/6519993/l/6b72376a58e9cf37d6da5babde7c9c29.jpg", "description": "美国 6 月非农就业新增仅 5.7 万人，远低于市场预期的 11.3 万人，且前两月合计下修 7.4 万人，失业率虽微降至 4.2%，但劳动参与率降至 61.5% 的五年低点，ADP 私人部门新增就业 9.8 万人也低于预期，数据显示就业降温，市场对 Fed 年内升息的担忧暂时缓解，芝商所 FedWatch 数据显示 7 月升息机率回落至约 20%，12 月升息 1 码仍为基准情境。受此激励，道琼工业指数周度收涨并创历史新高，标普 500 近乎持平，但科技股遭抛售拖累那斯达克指数上周下跌 0.", "createdAt": "2026-07-05T22:50:02.000Z", "author": "网络", "pv": 85, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 5088, "title": "记忆体股暴跌是错杀？野村：Meta出租算力、南韩扩产都被「市场误读」", "shortTitle": "记忆体股暴跌是错杀？野村：Meta出租算力、南韩扩产都被「市", "img": "https://cimg.cnyes.cool/prod/news/6522625/l/994641bf95051fbbc3b2c52c7bb5bd2d.jpg", "description": "野村证券最新报告指出，市场过度解读南韩大规模扩产及 Meta 出租 AI 算力两大利空，全球记忆体产业仍处于供不应求的 AI 超级周期。野村看好 DRAM、NAND 与 HBM 需求持续成长，并上调 SK 海力士、三星电子目标价，认为近期股价回", "createdAt": "2026-07-05T22:30:03.000Z", "author": "网络", "pv": 67, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }