天天财经-提供金融入门知识-投资理财技巧-热点新闻

SK海力士一天暴涨30% 华尔街却开始担心了
2026-08-01 网络阅读（87）
这波猛烈反弹也凸显韩股杠杆交易盛行，市场波动可能进一步加剧。
长鑫科技迎关键突破！LPDDR6研发验证近完成、传拚2026全球首发量产
2026-08-01 网络阅读（75）
中国 DRAM 大厂长鑫科技 LPDDR6 研发验证传已接近完成，市场预期最快 2026 年下半年量产，与 SK 海力士争夺全球首发。随着研发投入持续增加、全球市占率稳步提升，加上苹果传出评估导入长鑫 DRAM，市场关注其是否将改变全球 D
曾送外卖给川普！美最大外卖平台使用中国AI 国会不忍了高声喊查
2026-08-01 网络阅读（75）
外媒最新报导指出，美国最大线上外送平台 DoorDash 因在内部系统测试中国 AI 模型，遭国会两大委员会联手调查。《南华早报》报导，美国众议院「中国问题特别委员会」主席 John Moolenaar 与国土安全委员会主席 Andrew Garbarino 上周五 (7 月 31 日) 致函 DoorDash 共同创办人兼执行长徐迅(Tony Xu)，要求 8 月 14 日前交出公司使用所有中国 AI 模型的清单及安全测试纪录，并令相关主管于 8 月 21 日前赴国会进行现场说明。信中写明
苹果iPhone 18 Pro系列要变「史上最贵」？传售价暴涨300美元
2026-08-01 网络阅读（72）
广发证券分析师 Jeff Pu 发布报告预估，由于记忆体、储存晶片及先进制程成本攀升，iPhone 18 Pro 系列上市价格可能较前一代增加 250 至 300 美元，涨幅高于市场先前预期，也可能压抑消费者换机意愿。
中国AI晶片自主研发面临新挑战！美国拟封杀RISC-V、开源晶片架构恐纳出口管制
2026-08-01 网络阅读（78）
美国政界传出有意将开源指令集架构 RISC-V 纳入出口管制，引发半导体产业关注。外界认为，RISC-V 因具备免费、开放特性，已成为中国发展 AI 晶片与自主半导体的重要路径。若美方进一步收紧限制，恐使美中晶片战再度升级，也可能
台股史上最狂反弹！一表看18档主被动ETF齐亮红灯 0050、00981A入列
2026-08-01 网络阅读（76）
台股在经历近一周的连续拉回与洗盘震撼后，于 7 月最后一个交易日展现惊人反弹力道！在权王台积电 (2330-TW) 飙出历史第 3 次涨停的强劲引领下，大盘同步走高，创下台股史上最大单日涨点纪录
聚阳Q2纯益年增3成上半年EPS7.65元拟配息6元
2026-08-01 网络阅读（69）
聚阳 Q2 纯益年增 3 成上半年 EPS7.65 拟配息 6 元
〈热门股〉记忆体模组成资金避风港创见周涨11%
2026-08-01 网络阅读（85）
台股本周如坐大怒神，周四在掼破 4 万点后，周五又大涨近 3,200 点，创下史上最大涨幅，但单周仍下挫 535 点，而记忆体模组普遍因上半年获利亮眼，加上本益比偏低，成为大盘下跌时的避风港，其中，创见 (2451-TW) 单周逆势大涨
Meta财报后暴跌美银仍力挺：市场反应过头
2026-08-01 网络阅读（69）
Meta(META-US) 已连续五季缴出优于市场预期的财报，同时推动企业史上最积极的 AI 投资计划之一。市场过去也一路买单这两项利多，推升股价持续上涨。但 7 月 29 日情况出现转变。
新竹工业三路厂房起火欣铨澄清：非公司厂房、目前无影响
2026-08-01 网络阅读（91）
新竹县湖口乡工业三路今 (1) 日上午 11 时许惊传爆炸起火，现场火舌与浓烟不断窜出，市场一度谣传为 IC 测试大厂欣铨 (3264-TW) 厂房。对此公司澄清表示，此为误传，公司厂房目前并无影响。据了解，起火的厂房为隔壁的互力精密化

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