https://edgen.dev.edgen.tech/zh-tw/news/post/citis-bailin-says-amazon-microsoft-alphabet-undervalued-as-ai-spend-hits-673b2026-07-19T20:37:36.152Zdaily1Edgen Stockzh-Hant2026-07-19T20:37:36.152+00:00花旗銀行貝林：亞馬遜、微軟、Alphabet遭低估，AI支出達6,730億美元https://static.edwealth.ai/news/images/citis-bailin-says-amazon-microsoft-alphabet-undervalued-as-ai-spend-hits-673b-20260719.png花旗銀行貝林：亞馬遜、微軟、Alphabet遭低估，AI支出達6,730億美元 https://edgen.dev.edgen.tech/zh-tw/news/post/nvidias-4-trillion-ai-projection-points-to-20-trillion-market-cap2026-07-19T20:06:52.346Zdaily1Edgen Stockzh-Hant2026-07-19T20:06:52.346+00:00輝達四兆美元AI預測暗示市值可達20兆美元https://static.edwealth.ai/news/images/nvidias-4-trillion-ai-projection-points-to-20-trillion-market-cap-20260719.png輝達四兆美元AI預測暗示市值可達20兆美元 https://edgen.dev.edgen.tech/zh-tw/news/post/apples-lawsuit-against-openai-threatens-65b-hardware-expansion2026-07-19T19:36:53.054Zdaily1Edgen Stockzh-Hant2026-07-19T19:36:53.054+00:00蘋果控告OpenAI，威脅650億美元硬體擴張計劃https://static.edwealth.ai/news/images/apples-lawsuit-against-openai-threatens-65b-hardware-expansion-20260719.png蘋果控告OpenAI，威脅650億美元硬體擴張計劃 https://edgen.dev.edgen.tech/zh-tw/news/post/tsmc-adds-100b-to-arizona-bet-as-ai-chip-demand-surges2026-07-19T19:08:11.696Zdaily1Edgen Stockzh-Hant2026-07-19T19:08:11.696+00:00台積電加碼1000億美元投入亞利桑那廠 AI晶片需求激增https://static.edwealth.ai/news/images/tsmc-adds-100b-to-arizona-bet-as-ai-chip-demand-surges-20260719.png台積電加碼1000億美元投入亞利桑那廠 AI晶片需求激增 https://edgen.dev.edgen.tech/zh-tw/news/post/regional-banks-emerge-as-q3-sleeper-trade-as-rotation-accelerates2026-07-19T19:07:27.700Zdaily1Edgen Stockzh-Hant2026-07-19T19:07:27.700+00:00區域銀行崛起為Q3沉睡交易 資金輪動加速https://static.edwealth.ai/news/images/regional-banks-emerge-as-q3-sleeper-trade-as-rotation-accelerates-20260719.png區域銀行崛起為Q3沉睡交易 資金輪動加速 https://edgen.dev.edgen.tech/zh-tw/news/post/apple-surges-to-all-time-high-near-5-trillion-on-ai-strategy2026-07-19T19:06:59.349Zdaily1Edgen Stockzh-Hant2026-07-19T19:06:59.349+00:00蘋果飆升至歷史新高，市值直逼5兆美元，AI策略奏效https://static.edwealth.ai/news/images/apple-surges-to-all-time-high-near-5-trillion-on-ai-strategy-20260719.png蘋果飆升至歷史新高，市值直逼5兆美元，AI策略奏效 https://edgen.dev.edgen.tech/zh-tw/news/post/two-china-soes-deploy-capital-to-support-a-shares-during-tech-selloff2026-07-19T18:52:35.975Zdaily1Edgen Stockzh-Hant2026-07-19T18:52:35.975+00:00兩大央企進場護盤A股 科技股回調之際注入資本https://static.edwealth.ai/news/images/two-china-soes-deploy-capital-to-support-a-shares-during-tech-selloff-20260719.png兩大央企進場護盤A股 科技股回調之際注入資本 https://edgen.dev.edgen.tech/zh-tw/news/post/amazons-44b-quarterly-capex-dwarfs-shopifys-5m-as-strategies-diverge2026-07-19T18:37:11.760Zdaily1Edgen Stockzh-Hant2026-07-19T18:37:11.760+00:00亞馬遜季度資本支出440億美元碾壓Shopify的500萬美元 兩大科技巨頭策略分化https://static.edwealth.ai/news/images/amazons-44b-quarterly-capex-dwarfs-shopifys-5m-as-strategies-diverge-20260719.png亞馬遜季度資本支出440億美元碾壓Shopify的500萬美元 兩大科技巨頭策略分化 https://edgen.dev.edgen.tech/zh-tw/news/post/csrc-convenes-symposium-july-20-to-bolster-china-market-stability2026-07-19T18:36:55.781Zdaily1Edgen Stockzh-Hant2026-07-19T18:36:55.781+00:00中國證監會7月20日召開座談會 力穩資本市場穩定https://static.edwealth.ai/news/images/csrc-convenes-symposium-july-20-to-bolster-china-market-stability-20260719.png中國證監會7月20日召開座談會 力穩資本市場穩定 https://edgen.dev.edgen.tech/zh-tw/news/post/apples-15x-memory-efficiency-push-threatens-microns-record-profits2026-07-19T18:07:25.262Zdaily1Edgen Stockzh-Hant2026-07-19T18:07:25.262+00:00蘋果15倍記憶體效率升級威脅美光創紀錄獲利https://static.edwealth.ai/news/images/apples-15x-memory-efficiency-push-threatens-microns-record-profits-20260719.png蘋果15倍記憶體效率升級威脅美光創紀錄獲利 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Stockzh-Hant2026-07-19T17:39:33.129+00:00甲骨文跌至52週低點，6380億美元AI積壓訂單難敵信評遭降https://static.edwealth.ai/news/images/oracle-hits-52-week-low-as-638b-ai-backlog-meets-credit-downgrade-20260719.png甲骨文跌至52週低點，6380億美元AI積壓訂單難敵信評遭降 https://edgen.dev.edgen.tech/zh-tw/news/post/boeing-ceo-ortberg-says-new-jet-delayed-as-207b-crisis-recovery-continues2026-07-19T17:37:16.259Zdaily1Edgen Stockzh-Hant2026-07-19T17:37:16.259+00:00波音執行長歐特伯格：新機計畫推遲，207億美元危機復甦優先https://static.edwealth.ai/news/images/boeing-ceo-ortberg-says-new-jet-delayed-as-207b-crisis-recovery-continues-20260719.png波音執行長歐特伯格：新機計畫推遲，207億美元危機復甦優先 https://edgen.dev.edgen.tech/zh-tw/news/post/sp-500-breaks-below-7500-as-chip-rout-hits-correction2026-07-19T17:36:44.660Zdaily1Edgen Stockzh-Hant2026-07-19T17:36:44.660+00:00標普500跌破7,500點，晶片股崩跌步入修正https://static.edwealth.ai/news/images/sp-500-breaks-below-7500-as-chip-rout-hits-correction-20260719.png標普500跌破7,500點，晶片股崩跌步入修正 https://edgen.dev.edgen.tech/zh-tw/news/post/edv-could-surge-24-if-the-fed-cuts-rates-by-100-bps2026-07-19T17:07:11.424Zdaily1Edgen Stockzh-Hant2026-07-19T17:07:11.424+00:00若聯準會降息100個基點，EDV可望飆升24%https://static.edwealth.ai/news/images/edv-could-surge-24-if-the-fed-cuts-rates-by-100-bps-20260719.png若聯準會降息100個基點，EDV可望飆升24% https://edgen.dev.edgen.tech/zh-tw/news/post/apple-hits-record-333-as-hsbc-sees-9-upside-to-3642026-07-19T17:06:36.160Zdaily1Edgen Stockzh-Hant2026-07-19T17:06:36.160+00:00蘋果股價創歷史新高至333美元，匯豐給予買入評級目標價364美元https://static.edwealth.ai/news/images/apple-hits-record-333-as-hsbc-sees-9-upside-to-364-20260719.png蘋果股價創歷史新高至333美元，匯豐給予買入評級目標價364美元 https://edgen.dev.edgen.tech/zh-tw/news/post/alphabets-ai-talent-narrative-misses-460b-cloud-backlog-and-63-growth2026-07-19T16:41:08.699Zdaily1Edgen Stockzh-Hant2026-07-19T16:41:08.699+00:00Alphabet 的人工智能人才論點忽略 4600 億美元雲端積壓訂單及 63% 增長https://static.edwealth.ai/news/images/alphabets-ai-talent-narrative-misses-460b-cloud-backlog-and-63-growth-20260719.pngAlphabet 的人工智能人才論點忽略 4600 億美元雲端積壓訂單及 63% 增長 https://edgen.dev.edgen.tech/zh-tw/news/post/micron-posts-record-415b-revenue-as-ai-memory-demand-surges2026-07-19T16:40:36.117Zdaily1Edgen Stockzh-Hant2026-07-19T16:40:36.117+00:00美光公佈415億美元創紀錄營收 AI記憶體需求飆升https://static.edwealth.ai/news/images/micron-posts-record-415b-revenue-as-ai-memory-demand-surges-20260719.png美光公佈415億美元創紀錄營收 AI記憶體需求飆升 https://edgen.dev.edgen.tech/zh-tw/news/post/chinese-battery-suppliers-hold-90-of-us-storage-market-sparking-concern2026-07-19T16:36:44.896Zdaily1Edgen Stockzh-Hant2026-07-19T16:36:44.896+00:00中國電池供應商佔美國儲能市場九成，引發安全擔憂https://static.edwealth.ai/news/images/chinese-battery-suppliers-hold-90-of-us-storage-market-sparking-concern-20260719.png中國電池供應商佔美國儲能市場九成，引發安全擔憂