https://edgen.dev.edgen.tech/zh-tw/news/post/mlcc-lead-times-hit-16-months-as-ai-demand-tightens-supply2026-08-10T06:40:59.693Zdaily1Edgen Stockzh-Hant2026-08-10T06:40:59.693+00:00MLCC交期延至16個月 AI需求導致供應吃緊https://static.edwealth.ai/news/images/mlcc-lead-times-hit-16-months-as-ai-demand-tightens-supply-20260810.pngMLCC交期延至16個月 AI需求導致供應吃緊 https://edgen.dev.edgen.tech/zh-tw/news/post/goldman-sachs-lifts-ai-server-pcb-forecast-38-to-375-billion2026-08-10T06:33:45.513Zdaily1Edgen Stockzh-Hant2026-08-10T06:33:45.513+00:00高盛上調AI伺服器PCB預測38%至375億美元https://static.edwealth.ai/news/images/goldman-sachs-lifts-ai-server-pcb-forecast-38-to-375-billion-20260810.png高盛上調AI伺服器PCB預測38%至375億美元 https://edgen.dev.edgen.tech/zh-tw/news/post/investor-flees-amd-buys-sandisk-after-both-stocks-fell-92026-08-10T06:32:08.948Zdaily1Edgen Stockzh-Hant2026-08-10T06:32:08.948+00:00投資人撤離AMD轉投SanDisk 兩檔晶片股均跌9%https://static.edwealth.ai/news/images/investor-flees-amd-buys-sandisk-after-both-stocks-fell-9-20260810.png投資人撤離AMD轉投SanDisk 兩檔晶片股均跌9% https://edgen.dev.edgen.tech/zh-tw/news/post/jinhui-holdings-surges-50-as-beijing-eases-home-purchase-rules2026-08-10T06:18:10.436Zdaily1Edgen Stockzh-Hant2026-08-10T06:18:10.436+00:00北京放寬購房限制 金輝控股盤中飆漲50%https://static.edwealth.ai/news/images/jinhui-holdings-surges-50-as-beijing-eases-home-purchase-rules-20260810.png北京放寬購房限制 金輝控股盤中飆漲50% https://edgen.dev.edgen.tech/zh-tw/news/post/samsung-hbm4-yield-hits-80-pressuring-sk-hynixs-ai-memory-dominance2026-08-10T06:04:37.013Zdaily1Edgen Stockzh-Hant2026-08-10T06:04:37.013+00:00三星HBM4良率達80% 衝擊SK海力士AI記憶體主導地位https://static.edwealth.ai/news/images/samsung-hbm4-yield-hits-80-pressuring-sk-hynixs-ai-memory-dominance-20260810.png三星HBM4良率達80% 衝擊SK海力士AI記憶體主導地位 https://edgen.dev.edgen.tech/zh-tw/news/post/hd-hyundai-heavy-wins-674m-us-data-center-power-deal2026-08-10T06:03:43.172Zdaily1Edgen Stockzh-Hant2026-08-10T06:03:43.172+00:00HD現代重工贏得6.74億美元美國資料中心電力合約https://static.edwealth.ai/news/images/hd-hyundai-heavy-wins-674m-us-data-center-power-deal-20260810.pngHD現代重工贏得6.74億美元美國資料中心電力合約 https://edgen.dev.edgen.tech/zh-tw/news/post/iran-tensions-expose-defense-supply-gaps-that-lift-2-stocks2026-08-10T06:02:03.417Zdaily1Edgen Stockzh-Hant2026-08-10T06:02:03.417+00:00伊朗緊張局勢揭露國防供應缺口 帶動兩檔軍工股上揚https://static.edwealth.ai/news/images/iran-tensions-expose-defense-supply-gaps-that-lift-2-stocks-20260810.png伊朗緊張局勢揭露國防供應缺口 帶動兩檔軍工股上揚 https://edgen.dev.edgen.tech/zh-tw/news/post/wti-brent-rebound-2-as-hormuz-reopening-stalls-on-fees2026-08-10T06:01:14.385Zdaily1Edgen Stockzh-Hant2026-08-10T06:01:14.385+00:00荷莫茲海峽重開卡關，WTI 與布蘭特原油反彈 2%https://static.edwealth.ai/news/images/wti-brent-rebound-2-as-hormuz-reopening-stalls-on-fees-20260810.png荷莫茲海峽重開卡關，WTI 與布蘭特原油反彈 2% https://edgen.dev.edgen.tech/zh-tw/news/post/big-oils-48b-windfall-draws-trump-ire-and-tax-threats2026-08-10T05:31:03.244Zdaily1Edgen Stockzh-Hant2026-08-10T05:31:03.244+00:00大型油企獲利480億美元創紀錄，引川普抨擊與暴利稅威脅https://static.edwealth.ai/news/images/big-oils-48b-windfall-draws-trump-ire-and-tax-threats-20260810.png大型油企獲利480億美元創紀錄，引川普抨擊與暴利稅威脅 https://edgen.dev.edgen.tech/zh-tw/news/post/tesla-and-ford-split-1000-as-earnings-diverge-sharply2026-08-10T05:05:19.491Zdaily1Edgen Stockzh-Hant2026-08-10T05:05:19.491+00:00特斯拉與福特業績大幅分歧 千美元投資配置成焦點https://static.edwealth.ai/news/images/tesla-and-ford-split-1000-as-earnings-diverge-sharply-20260810.png特斯拉與福特業績大幅分歧 千美元投資配置成焦點 https://edgen.dev.edgen.tech/zh-tw/news/post/trumps-15-polysilicon-tariffs-face-court-test-as-sp-gains-52026-08-10T05:05:09.974Zdaily1Edgen Stockzh-Hant2026-08-10T05:05:09.974+00:00川普15%多晶矽關稅面臨法院考驗，標普500指數上漲5%https://static.edwealth.ai/news/images/trumps-15-polysilicon-tariffs-face-court-test-as-sp-gains-5-20260810.png川普15%多晶矽關稅面臨法院考驗，標普500指數上漲5% https://edgen.dev.edgen.tech/zh-tw/news/post/nikkei-jumps-2-as-weak-us-jobs-report-cools-fed-hike-bets2026-08-10T05:02:39.900Zdaily1Edgen Stockzh-Hant2026-08-10T05:02:39.900+00:00日經指數飆升2% 美國就業數據疲弱減弱聯準會9月升息預期https://static.edwealth.ai/news/images/nikkei-jumps-2-as-weak-us-jobs-report-cools-fed-hike-bets-20260810.png日經指數飆升2% 美國就業數據疲弱減弱聯準會9月升息預期 https://edgen.dev.edgen.tech/zh-tw/news/post/microns-415b-quarter-and-5x-forward-earnings-outshine-intels-foundry-bet2026-08-10T05:02:33.343Zdaily1Edgen Stockzh-Hant2026-08-10T05:02:33.343+00:00美光單季營收415億美元、預期本益比5倍，表現超越英特爾代工布局https://static.edwealth.ai/news/images/microns-415b-quarter-and-5x-forward-earnings-outshine-intels-foundry-bet-20260810.png美光單季營收415億美元、預期本益比5倍，表現超越英特爾代工布局 https://edgen.dev.edgen.tech/zh-tw/news/post/us-blockade-turns-away-55-ships-as-hormuz-talks-stall2026-08-10T05:01:04.770Zdaily1Edgen Stockzh-Hant2026-08-10T05:01:04.770+00:00美國封鎖令荷姆茲海峽55艘商船改道 談判陷僵局https://static.edwealth.ai/news/images/us-blockade-turns-away-55-ships-as-hormuz-talks-stall-20260810.png美國封鎖令荷姆茲海峽55艘商船改道 談判陷僵局 https://edgen.dev.edgen.tech/zh-tw/news/post/us-fiscal-tightening-to-cap-dollar-at-1016-lift-gold2026-08-10T04:53:58.312Zdaily1Edgen Stockzh-Hant2026-08-10T04:53:58.312+00:00美國財政緊縮恐令美元指數受制於101.6，黃金有望續揚https://static.edwealth.ai/news/images/us-fiscal-tightening-to-cap-dollar-at-1016-lift-gold-20260810.png美國財政緊縮恐令美元指數受制於101.6，黃金有望續揚 https://edgen.dev.edgen.tech/zh-tw/news/post/beijing-ingenic-clears-hkex-hearing-on-rmb47b-fy2025-revenue2026-08-10T04:47:04.821Zdaily1Edgen Stockzh-Hant2026-08-10T04:47:04.821+00:00北京君正以2025財年營收47.4億人民幣通過港交所上市聆訊https://static.edwealth.ai/news/images/beijing-ingenic-clears-hkex-hearing-on-rmb47b-fy2025-revenue-20260810.png北京君正以2025財年營收47.4億人民幣通過港交所上市聆訊 https://edgen.dev.edgen.tech/zh-tw/news/post/micron-surges-207-in-2026-but-faces-steep-pullback-risk2026-08-10T04:13:08.792Zdaily1Edgen Stockzh-Hant2026-08-10T04:13:08.792+00:00美光2026年飆漲207% 但恐面臨大幅回檔風險https://static.edwealth.ai/news/images/micron-surges-207-in-2026-but-faces-steep-pullback-risk-20260809.png美光2026年飆漲207% 但恐面臨大幅回檔風險 https://edgen.dev.edgen.tech/zh-tw/news/post/arday-quits-cambridge-as-plagiarism-claims-cite-188-passages2026-08-10T04:09:22.388Zdaily1Edgen Stockzh-Hant2026-08-10T04:09:22.388+00:00阿戴辭去劍橋教職 抄襲指控涉及188處段落https://static.edwealth.ai/news/images/arday-quits-cambridge-as-plagiarism-claims-cite-188-passages-20260810.png阿戴辭去劍橋教職 抄襲指控涉及188處段落 https://edgen.dev.edgen.tech/zh-tw/news/post/goldman-sachs-targets-sp-8000-as-14t-buybacks-offset-issuance2026-08-10T04:06:44.184Zdaily1Edgen Stockzh-Hant2026-08-10T04:06:44.184+00:00高盛看好標普500攻上8000點，1.4兆美元回購抵消發行壓力https://static.edwealth.ai/news/images/goldman-sachs-targets-sp-8000-as-14t-buybacks-offset-issuance-20260810.png高盛看好標普500攻上8000點，1.4兆美元回購抵消發行壓力 https://edgen.dev.edgen.tech/zh-tw/news/post/hedge-funds-turn-short-after-biggest-squeeze-since-20202026-08-10T04:04:40.792Zdaily1Edgen Stockzh-Hant2026-08-10T04:04:40.792+00:00對沖基金在2020年以來最大軋空後轉為做空https://static.edwealth.ai/news/images/hedge-funds-turn-short-after-biggest-squeeze-since-2020-20260810.png對沖基金在2020年以來最大軋空後轉為做空