天天财经-提供金融入门知识-投资理财技巧-美股

AI晶片需求太旺！英特尔豪砸57亿美元扩建爱尔兰厂强化欧洲制造版图
2026-07-13 网络阅读（67）
美国晶片大厂英特尔 (INTC-US) 周一 (13 日) 宣布，已启动一项规模达 50 亿欧元 (约 57 亿美元) 的资本投资计划，将扩大爱尔兰制造基地产能，以满足全球对人工智慧 (AI) 及高效能运算 (HPC) 日益成长的需求，同时进一步强化
从英特尔、AMD到Sandisk 什么引发了美股周一盘前跌势？
2026-07-13 网络阅读（62）
AI 概念股在美股盘前时段遭遇卖压，人工智慧 (AI) 相关类股集体走软。投资者对于大型科技公司能否持续维持其激进的支出计划感到疑虑，导致多档晶片股出现回档。
人类可能只剩几年准备！逾200名专家示警AI冲击
2026-07-13 网络阅读（68）
超过 200 名研究人员与经济学家周一 (13 日) 共同呼吁，各国政府与科技业领袖应立即制定政策并建立相关制度，以因应人工智慧 (AI) 可能带来的巨大经济冲击。参与连署者包括 15 名诺贝尔奖得主，以及来自 OpenAI、Anthrop
韩股AI热潮引发剧烈震荡波动率创1998年金融危机以来新高
2026-07-13 网络阅读（62）
南韩股市近期正经历自 1998 年亚洲金融危机高峰期以来最剧烈的波动。尽管人工智慧 (AI) 热潮曾带动 MSCI 南韩指数在截至今年 6 月的 12 个月内飙升超过 250%，但随之而来的市场不稳定，已引发投资者对涨势永续性的严重质疑。
国会「女股神」裴洛西报酬率辗压巴菲特与大盘的致富之道
2026-07-13 网络阅读（54）
过去十年，标普 500 指数年化报酬率约为 13%，写下现代历史上最强劲的牛市之一；与此同时，被视为长期投资标竿的波克夏海瑟威 (Berkshire Hathaway) 也交出了约 13% 的年化成绩单。
AI时代最强情报商 SemiAnalysis如何左右全球半导体市场？
2026-07-13 网络阅读（65）
在当前全球 AI 基础设施的疯狂军备竞赛中，一家名为 SemiAnalysis 的独立研究机构及其创办人 Dylan Patel，正以「情报商」的姿态重塑市场规则。这家仅有约 90 名员工的公司，能在单日研报发布后使光通
科技巨头向AI投入数千亿美元股市现在就想看到回报
2026-07-13 网络阅读（57）
当各大科技巨头本月晚些时候开始公布业绩时，盈利表现与资本支出将正面相遇。
台积电6月营收4426亿元创新高 Q2逼近财测高标
2026-07-13 网络阅读（63）
台积电 (2330-TW)(TSM-US) 今 (13) 日公布 6 月营收达新台币 4,426 亿 8,000 万元，月增 6.2%，年增 67.9%，第二季营收 1 兆 2,703 亿 8,100 万元，季增 12.02%，年增 36.05%，
《富比士》EUV霸权恐被打破？「这些技术」或2030年前重塑先进晶片制造
2026-07-13 网络阅读（58）
AI 晶片需求持续升温，全球半导体业正寻找 EUV 极紫外光微影以外的新方案。原子微影、X 射线微影、xLight 技术与中国半导体架构陆续崛起，最快 2030 年前可能改变先进晶片制造格局。
外资普遍看好台积电法说目标价最高喊到3800元
2026-07-13 网络阅读（50）
台积电 (2330-TW)(TSM-US) 将于本周四召开法说会，外资纷纷在法说前出具报告并上调目标价，普遍看好台积电今年每股纯益将突破百元大关，成为业界新共识，并创下历史新高，以目标价来看，目前最高为美系外资的 3,800 元

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