天天财经-提供金融入门知识-投资理财技巧-热点新闻

补HBM与SSD间储存空白！SK海力士携手闪迪发布HBF首版标准首批样品2027年H1问世
2026-08-04 网络阅读（84）
南韩记忆体巨头 SK 海力士周二 (4 日) 宣布，与美国 NAND 大厂闪迪 (SanDisk) 联合发布下一代记忆体技术「高频宽快闪记忆体」(High Bandwidth Flash, HBF)首套标准规范，正式为 AI 与高效能运算建立全新的储存层级。 HBF 定位于 HBM 与固态硬碟 (SSD) 之间，兼具 HBM 等级的高速传输能力与 NAND 架构的大容量优势，被视为解决 AI 训练与推理过程中「记忆体墙」问题的关键技术之一。此次规范发布是双方自去年 8 月启动合作、今年 2 月
009829是什么？KOSPI50值不值得投资？韩国AI记忆体、HBM商机爆发，低本益比优势还没反映完？
2026-08-04 网络阅读（84）
一、韩国股市重回焦点，KOSPI50 成 AI 投资新战场 AI 浪潮持续推升全球科技产业，除了美股与台股外，韩国股市也因 AI 记忆体需求快速升温，再度成为市场关注焦点。随着 HBM 高频宽记忆体扮演 AI 伺服器关键角色，加上韩国企业获利持续成长，009829 追踪的 KOSPI50 也吸引不少投资人研究。市场更开始关注，在相对低本益比环境下，韩股是否迎来新一波评价修复契机。立即前往丰云学堂看更多标的太多不知道怎么选？立即前往大户投策略选股专区看看吧！二、009829 聚
盘中速报 - 柜买市场加权指数上涨7.26点至370.15点，涨幅2%
2026-08-04 网络阅读（70）
柜买市场加权指数盘中涨幅2%，车用记忆体、SDN概念表现强劲。快同时查看近日周月绩效与即时新闻资讯。
密西根州环孢子虫病死亡人数升至2人 Sweetgreen崩逾8%、百胜餐饮挫近3%
2026-08-04 网络阅读（85）
美国爆发近年规模最大的环孢子虫疫情，密西根州周一 (3 日) 通报死亡人数增至 2 人，累计病例攀升至 11,234 例，带动餐饮股遭到抛售
韩股崩盘散户失去信心直呼再也不碰韩股了
2026-08-04 网络阅读（80）
韩国散户投资者曾以敢于冒险著称，但 7 月 KOSPI 指数历史性暴跌彻底动摇了这一群体的信心。从首尔街头到社交媒体，愤怒与悔恨情绪蔓延，部分投资者发誓永不再碰韩股，这场崩盘正在深刻重塑韩国散户的投资心理。
微软创26年来最强三日！年初失土全收复 AI布局开始开花结果
2026-08-04 网络阅读（93）
微软 (MSFT-US) 股价周一 (3 日) 再涨 4.9%，过去三个交易日累计劲扬 24.9%，创 2000 年 10 月以来最佳三日表现，并一举收复今年以来跌幅，反映市场对其人工智慧 (AI) 布局的疑虑明显降温。微软 2026 年累计上涨约 0.8%。根据道琼市场数据，微软曾在 2000 年 10 月出现三天累计上涨 29.24% 的傲人表现。微软上周公布财报，旗下 Azure 云端业务营收增速加快，执行长纳德拉 (Satya Nadella) 并表示，AI 助理 Copilot 付
一兆美元商机来临！AI开始变现，那些供应链拉回就是买点？
2026-08-04 网络阅读（73）
上周亚马逊与微软财报公布后，双双股价大涨，主要的原因就在于让投资人看到 AI 的投入已经产生了回报。亚马逊执行长贾西表示，AWS 伺服器投资预计将在两到三年内收回成本，其伺服器的使用寿命为五到六年，并且 AWS 签订的是五年租约，换句话说，亚马逊的 AI 伺服器投入，其获利是有所保证，并且资料中心可使用 30 年。并表示 2026 年跟 2027 年算力资源无法满足客户需求，并看好 2028 年的需求也非常惊人，上一季 AWS 云端业务的营收年增 37% 至 422 亿美元，公司乐观看好未来
iPhone Fold生产难题传已解决预计9月如期问世
2026-08-04 网络阅读（70）
苹果首款折叠式手机 iPhone Fold 传出已克服量产瓶颈，产品设计不必大幅修改，仍按照原定时程推进，可望于 2026 年 9 月与新一代 iPhone 同场亮相
巨亨速报 - Factset 最新调查：联发科(2454-TW)EPS预估上修至68.57元，预估目标价为5485元
2026-08-04 网络阅读（76）
FactSet 最新调查：联发科(2454-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：台光电(2383-TW)EPS预估上修至113.55元，预估目标价为7100元
2026-08-04 网络阅读（76）
FactSet 最新调查：台光电(2383-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。

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