天天财经-提供金融入门知识-投资理财技巧-热点新闻

英特尔要杀回记忆体！陈立武挖SK海力士前高管专家：暗示CPU+记忆体堆叠路线
2026-08-13 网络阅读（86）
英特尔执行长陈立武近期在一场公开对话中表示，该公司正着手研究「新型记忆体架构」，且已经从SK海力士挖角曾任该公司高管的Shil Lee加盟，加码记忆体技术布局。他并笑称，外界「应该能猜到方向」，但细节暂不公开。在一场播客节目上谈到伺服器与资料中心业务时，陈立武坦承「这些年犯了不少错误」，但强调英特尔已重新引进顶尖CPU、GPU及系统架构师，同时扩充软体团队，目标是在下一轮算力周期中重夺主导地位。记忆体被陈立武列为最关注的项目。陈立武指出，过去记忆体创新不足、沦为大宗商品，如今新技术涌现，已从
台塑携手日商化学厂成立合资公司抢攻光阻稀释剂市场估2028年底投产
2026-08-13 网络阅读（67）
台塑重讯宣布，经董事会决议通过，将与日商大赛璐株式会社 (Daicel Corporation) 合资成立新公司「台塑大赛璐精密化学」公司，双方将各出资 4 亿元、股权各半下，投入半导体先进制程的电子光阻稀释剂生产。
〈房产〉台南捷运蓝线一期力拼今年动工路线区域以永康交易最热
2026-08-13 网络阅读（64）
台南首条捷运第一期蓝线力拚今年底启动施工，串联永康、东区及仁德三大行政区。房仲业者汇整实价登录资料，今年 1-7 月移转量以永康区达 1,952 栋最热，平均每坪 25.5 万元。
记忆体成本压力大！谷歌Pixel 11新机涨100美元容量256GB起步主打「Gemini Intelligence」
2026-08-13 网络阅读（65）
谷歌周三(12日)在「Made by Google」发表会推出Pixel 11、Pixel 11 Pro、Pixel 11 Pro XL与Pixel 11 Pro Fold四款新机，下周四(20日)正式开卖，分别要价899、1099、1299、1899美元，较上代Pixel 10全系列调涨100美元，涨价主因AI资料中心挤占DRAM/NAND产能、RAM与快闪记忆体成本飙涨，谷歌设备主管Rick Osterloh更直言，RAM和快闪记忆体短缺正推高整个消费电子业成本。因此，谷歌用「调结构」弱化
AI财报亮眼晶片股逼近牛市！分析师提醒别高兴太早？
2026-08-13 网络阅读（73）
晶片股在企业近期亮眼财报带动下，再度逼近牛市门槛，但部分分析师提醒，这些财报未必足以支撑市场全面乐观。
〈焦点股〉奇𬭎喷涨停！跃21档主动ETF核心标配 00406A涨逾2%
2026-08-13 网络阅读（61）
散热大厂奇𬭎 (3017 - TW) 受到法说会释出乐观展望激励，今 (13) 日以 3,030 元跳空开高，盘中量价齐扬最高攻抵 3,200 元涨停价，显示市场资金积极反映公司获利品质改善及 AI 散热需求持续扩张。
〈焦点股〉华硕法说报喜伺服器全年目标上修至150% 早盘一字锁涨停挑战前高
2026-08-13 网络阅读（63）
PC 品牌华硕 (2357 - TW) 第二季财报与法说会展望双双报喜，单季大赚超过 2.5 个股本，并将全年伺服器营收成长目标一举上修至至少 150%，受此重大利多讯息激励，今天股价开盘即跳空攻上涨停
天虹下半年营运乐观订单看到明年第一季
2026-08-13 网络阅读（63）
半导体设备厂天虹 (6937 - TW) 执行长易锦良对下半年营运看法乐观，目前在手订单能见度已延伸至明年第一季，整体接单与出货维持忙碌，其中，受惠先进封装持续扩产，ALD 相关设备占下半年出货比重明显提升
巨亨速报 - Factset 最新调查：鸿海(2317-TW)EPS预估上修至18.22元，预估目标价为340.79元
2026-08-13 网络阅读（67）
FactSet 最新调查：鸿海(2317-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：奇𬭎(3017-TW)目标价调升至3800元，幅度约5.56%
2026-08-13 网络阅读（75）
FactSet 最新调查：奇𬭎(3017-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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