天天财经-提供金融入门知识-投资理财技巧-热点新闻

记忆体晶片普涨中国多款高阶手机涨价超过1,000元
2026-07-23 网络阅读（102）
近期受全球记忆体晶片等半导体元器件成本上涨影响，中国智慧手机市场出现一轮价格调整。当前正值暑期消费旺季，深圳各手机门市客流显著上升。
SK海力士否认收购英特尔晶圆厂股价为何下跌？
2026-07-23 网络阅读（86）
SK 海力士 (SK Hynix)ADR 股价周三 (22 日) 下跌，此前这家南韩记忆体晶片制造商否认了一则有关将收购英特尔 (Intel)(INTC-US) 工厂的报导。
〈焦点股〉川普放话回击油价大涨台塑三宝亮灯涨停带头冲
2026-07-23 网络阅读（64）
中东情势持续升温，川普昨 (22) 日再警告，伊朗若攻击荷莫兹海峡内船只，美国将轰炸伊朗「一座桥梁或发电厂」回应，致布兰特原油期货收盘涨至每桶 95 美元激励台塑集团中台塑化、台化、台塑今 (23) 日开盘后，亮灯价扬攻上涨停板。
海运市场明年起有大量新船交付恐进入新的竞争周期
2026-07-23 网络阅读（75）
海运市场明年起有大量新船交付恐进入新的竞争周期
Uber启动第二波裁员为「拥抱AI」砍10%客服人力
2026-07-23 网络阅读（67）
为简化组织架构并推动人工智慧 (AI) 应用，Uber(UBER-US)宣布已裁减客服营运部门约 10% 人力。 Uber 周三 (22 日) 宣布，旗下社群营运 (Community Operations) 团队将裁员，并表示此举是为了「简化营运、强化实体协作，并持续拥抱 AI」。Uber 发言人表示，原本远距工作的相关员工也被要求迁往公司据点办公，以符合重返办公室 (Return-to-Office, RTO) 政策。 Uber 全球社群营运副总裁 Megha Yethatika 周三在发给
谷歌送上「救命稻草」！记忆体族群强弹 SK海力士、三星带动韩股猛拉
2026-07-23 网络阅读（70）
万众瞩目的谷歌 (GOOGL-US) 最新财报出炉，不仅营收、获利全面优于市场预期，更重要的是，公司同步上调全年资本支出计划，为近期遭遇修正的 AI 半导体与记忆体族群注入一剂强心针。市场原先担忧大型云端业者可能因财务压力放缓 AI 投资，如今随着谷歌释出持续扩大资本支出的讯号，相关疑虑明显降温，也让近期承受卖压的记忆体晶片族群迎来一根「救命稻草」。谷歌第二季 Google Cloud 营收大幅成长，远优于市场预期，公司同时将全年资本支出指引由原先的 1800 亿至 1900 亿美元，上调至
算力需求爆发！OpenAI再加码AI基建 2030年前云端支出上看7500亿美元
2026-07-23 网络阅读（63）
OpenAI 持续加速 AI 基础建设布局，最新规划显示至 2030 年云端运算与资料中心相关支出将增至 7500 亿美元，较年初预估再提高 1500 亿美元，反映生成式 AI 竞赛推动算力需求持续飙升。
AI算力缺电催生「BYOL自带电」商机电力主题ETF绩效发烫
2026-07-23 网络阅读（69）
受限美国老旧电网难以负荷 AI 高耗量，加上传统电网的并网进度得拖 3 至 7 年不等，为让 AI 资料中心 (AIDC) 加速上线，亚马逊、微软、谷歌、Meta 等科技巨头，正走向 Bring Your Own Lunch(BYOL) 的自己盖
和泰集团小金鸡将挂牌和运租车27日竞拍底价每股35.59元
2026-07-23 网络阅读（66）
和泰集团小金鸡将挂牌和运租车 27 日竞拍底价每股 35.59 元
高明铁H1业绩超越去年一整年下半年更佳并取得800G/1.6T耦光对位订单
2026-07-23 网络阅读（65）
高明铁 1-6 月营收 7.03 亿元已超越去全年；法人预估下半年营收及获利大幅优于上半年，也等于 2026 年业绩将较上年倍数成长。高明铁在通过全球前 10 大 10 大光通讯品牌厂认证，并取得 800G 及 1.6T 耦光订单。

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