天天财经-提供金融入门知识-投资理财技巧-热点新闻

盘中速报 - 恒生科技指数上涨152.71点至4408.3点，涨幅3.59%
2026-06-29 网络阅读（65）
恒生科技指数盘中涨幅3.59%，食品添加剂、生物科技概念表现强劲。快同时查看近日周月绩效与即时新闻资讯。
〈房产〉台湾央行信用管制不加码调查：6月消费者购屋信心回弹1.84点
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中央大学台湾经济发展研究中心发布最新消费者信心指数 (CCI)，与台湾房屋集团合作调查的「购买房地产时机」指标，2026 年 6 月调查结果为 90.35 点，与上月上升 1.84 点，虽仍落在 100 以下的悲观区间。
灿坤回应苹果涨价「补差价」争议：6/24前订单不补差价照常出货
2026-06-29 网络阅读（67）
苹果日前无预警调整全球部分产品售价，主要针对 iPad 与 Mac 系列进行价格调高，整体涨幅落在 11% 至 36% 不等。灿坤 (2430-TW) 却遭部分消费者指出，在苹果调价前已完成订购并支付款项，却被要求必须补足最新售价的差额才能
苹果考虑采购中国记忆体！花旗：苹果对长鑫存储的认可将提升其全球地位
2026-06-29 网络阅读（102）
花旗出具最新研究报告指出，苹果传出正评估向中国记忆体大厂长鑫存储 (CXMT) 采购 DRAM 的消息，若成行将是长鑫存储的重大技术背书，使其从「国产替代」选项正式转型为具全球公信力的第四大 DRAM 制造商。花旗分析师 Kevin Chen 表示，尽管采购核准恐面临地缘政治挑战，但苹果的考量本身就是对长鑫技术实力的强力背书，预计将利好长鑫及其供应链，特别是封测厂长电科技与设备商 ASMPT。长鑫存储能在当前时局突围，核心在于三大优势。首先是产能互补，三星、SK 海力士与美光为追逐 AI 高
亚股大震荡法人：免惊！云端巨头明年加码逾兆美元 AI多头仍有戏
2026-06-29 网络阅读（64）
台股今（29）日无惧美股上周走跌，在权值王台积电 (2330-TW) 带头反攻下大幅回血，盘中最高涨至 45521 点，接近午盘时 45K 大关一度得而复失，显示市场信心虽回温但追高依旧谨慎。尽管上周全球科技股与亚股因通膨疑虑及
台股千点震荡成常态 3档主动式掩护性买权ETF成控管风险新解方
2026-06-29 网络阅读（68）
台股近期走势震荡剧烈，端午节后一度再创新高，随后快速回档，单日涨跌动辄出现千点幅度。在波动显著放大的市场环境下，如何兼顾风险控管与资产配置，成为投资人关注焦点
〈首创飞美国首都〉孙嘉明：空运高运价已成常态这一波会更持久且价格会更高
2026-06-29 网络阅读（75）
孙嘉明：空运高运价已成常态这一波会更持久且价格会更高
〈首创飞美国首都〉孙嘉明：北美市场「兵来将挡」瞄准矽谷科技圈、拚直飞印度
2026-06-29 网络阅读（58）
长荣航瞄准矽谷科技圈拚直飞印度
盘中速报 - 恒生科技指数上涨170.59点至4426.18点，涨幅4.01%
2026-06-29 网络阅读（77）
恒生科技指数盘中涨幅4.01%，食品添加剂、生物科技概念表现强劲。快同时查看近日周月绩效与即时新闻资讯。
双轨进击AI供应链！三星电机有望获5000亿韩元MLCC订单、携手住友化学布局玻璃基板
2026-06-29 网络阅读（88）
AI 伺服器带动高阶电子零组件需求爆发之际，三星集团旗下核心零组件厂三星电机正同步在 MLCC 与下一代半导体封装材料「玻璃基板」两大战场加速卡位。综合《韩国经济日报》与《韩国经济论坛报》等韩媒报导，三星电机近期正与一家美国大型云端服务供应商就 AI 伺服器用 MLCC 供应合约进入最后谈判，合约金额约 5000 亿韩元，且同时预计近期与日本住友化学签署正式协议，双方各出资共 5000 亿韩元成立玻璃基板合资公司，瞄准 2028 年初量产。 MLCC 为电子电路中负责储能与稳压的关键被动元件，

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