https://edgen.dev.edgen.tech/zh-tw/news/post/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount2026-07-04T16:33:44.440Zdaily1Edgen Stockzh-Hant2026-07-04T16:33:44.440+00:00SpaceX 市值突破 2.95 兆美元，估值泡沫疑慮升溫https://static.edwealth.ai/news/images/spacex-hits-295-trillion-market-cap-as-valuation-doubts-mount-20260704.pngSpaceX 市值突破 2.95 兆美元，估值泡沫疑慮升溫 https://edgen.dev.edgen.tech/zh-tw/news/post/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw2026-07-04T16:33:01.361Zdaily1Edgen Stockzh-Hant2026-07-04T16:33:01.361+00:00Nebius 六月飆漲 20%，AI 雲端容量達 4 GWhttps://static.edwealth.ai/news/images/nebius-surges-20-in-june-as-ai-cloud-capacity-hits-4-gw-20260704.pngNebius 六月飆漲 20%，AI 雲端容量達 4 GW https://edgen.dev.edgen.tech/zh-tw/news/post/sandisk-surges-857-as-ai-memory-shortage-extends-to-20282026-07-04T16:27:55.714Zdaily1Edgen Stockzh-Hant2026-07-04T16:27:55.714+00:00Sandisk 飆漲857%！AI記憶體短缺延續至2028年https://static.edwealth.ai/news/images/sandisk-surges-857-as-ai-memory-shortage-extends-to-2028-20260704.pngSandisk 飆漲857%！AI記憶體短缺延續至2028年 https://edgen.dev.edgen.tech/zh-tw/news/post/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes2026-07-04T15:03:35.092Zdaily1Edgen Stockzh-Hant2026-07-04T15:03:35.092+00:00波克夏近四千億美元現金儲備 隨聯準會升息傾向獲利更高https://static.edwealth.ai/news/images/berkshires-400b-cash-pile-earns-more-as-fed-leans-toward-rate-hikes-20260704.png波克夏近四千億美元現金儲備 隨聯準會升息傾向獲利更高 https://edgen.dev.edgen.tech/zh-tw/news/post/spacex-insiders-can-sell-44-of-shares-starting-aug-62026-07-04T14:06:52.372Zdaily1Edgen Stockzh-Hant2026-07-04T14:06:52.372+00:00SpaceX內部人士可於8月6日起出售44%持股https://static.edwealth.ai/news/images/spacex-insiders-can-sell-44-of-shares-starting-aug-6-20260704.pngSpaceX內部人士可於8月6日起出售44%持股 https://edgen.dev.edgen.tech/zh-tw/news/post/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks2026-07-04T14:04:16.315Zdaily1Edgen Stockzh-Hant2026-07-04T14:04:16.315+00:00野村反駁兩大看空記憶體晶片股的論述https://static.edwealth.ai/news/images/nomura-rebuts-2-bearish-narratives-on-memory-chip-stocks-20260704.png野村反駁兩大看空記憶體晶片股的論述 https://edgen.dev.edgen.tech/zh-tw/news/post/netflix-prints-5b-cash-while-disney-burns-2b-on-capex2026-07-04T14:02:18.754Zdaily1Edgen Stockzh-Hant2026-07-04T14:02:18.754+00:00Netflix 狂賺 50 億現金流 Disney 燒 20 億資本支出https://static.edwealth.ai/news/images/netflix-prints-5b-cash-while-disney-burns-2b-on-capex-20260704.pngNetflix 狂賺 50 億現金流 Disney 燒 20 億資本支出 https://edgen.dev.edgen.tech/zh-tw/news/post/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges2026-07-04T13:35:15.451Zdaily1Edgen Stockzh-Hant2026-07-04T13:35:15.451+00:00美光鎖定千億美元營收 AI記憶體需求持續激增https://static.edwealth.ai/news/images/micron-locks-in-100b-in-revenue-as-ai-memory-demand-surges-20260704.png美光鎖定千億美元營收 AI記憶體需求持續激增 https://edgen.dev.edgen.tech/zh-tw/news/post/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand2026-07-04T13:05:21.845Zdaily1Edgen Stockzh-Hant2026-07-04T13:05:21.845+00:00脆弱停火提振旅遊需求，這兩檔旅遊股應聲上漲https://static.edwealth.ai/news/images/2-travel-stocks-gain-as-fragile-ceasefire-revives-travel-demand-20260704.png脆弱停火提振旅遊需求，這兩檔旅遊股應聲上漲 https://edgen.dev.edgen.tech/zh-tw/news/post/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk2026-07-04T13:03:29.414Zdaily1Edgen Stockzh-Hant2026-07-04T13:03:29.414+00:00標普500前十大權重股佔比逼近40%，集中度風險升溫https://static.edwealth.ai/news/images/sp-500-top-10-stocks-reach-40-weight-fueling-concentration-risk-20260704.png標普500前十大權重股佔比逼近40%，集中度風險升溫 https://edgen.dev.edgen.tech/zh-tw/news/post/campbells-yields-7-pool-corp-24-after-sp-500-exit2026-07-04T13:03:14.368Zdaily1Edgen Stockzh-Hant2026-07-04T13:03:14.368+00:00金寶湯殖利率達7%、Pool Corp達2.4% 遭標普500剔除後https://static.edwealth.ai/news/images/campbells-yields-7-pool-corp-24-after-sp-500-exit-20260704.png金寶湯殖利率達7%、Pool Corp達2.4% 遭標普500剔除後 https://edgen.dev.edgen.tech/zh-tw/news/post/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push2026-07-04T12:34:35.345Zdaily1Edgen Stockzh-Hant2026-07-04T12:34:35.345+00:00博通與OpenAI推出「Jalapeño」晶片 自訂矽晶業務營收達160億美元https://static.edwealth.ai/news/images/broadcom-and-openai-unveil-jalapeo-chip-in-16b-ai-push-20260704.png博通與OpenAI推出「Jalapeño」晶片 自訂矽晶業務營收達160億美元 https://edgen.dev.edgen.tech/zh-tw/news/post/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally2026-07-04T11:03:14.355Zdaily1Edgen Stockzh-Hant2026-07-04T11:03:14.355+00:00道指劍指55,000點、標普500目標8,000點 關稅風險考驗股市漲勢https://static.edwealth.ai/news/images/dow-targets-55000-and-sp-500-eyes-8000-as-tariffs-test-rally-20260704.png道指劍指55,000點、標普500目標8,000點 關稅風險考驗股市漲勢 https://edgen.dev.edgen.tech/zh-tw/news/post/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal2026-07-04T10:02:34.495Zdaily1Edgen Stockzh-Hant2026-07-04T10:02:34.495+00:00Continental以40億歐元出售ContiTech予Lone Star Funds 分拆交易達成https://static.edwealth.ai/news/images/continental-sells-contitech-to-lone-star-for-4-billion-in-carve-out-deal-20260704.pngContinental以40億歐元出售ContiTech予Lone Star Funds 分拆交易達成 https://edgen.dev.edgen.tech/zh-tw/news/post/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens2026-07-04T09:43:26.677Zdaily1Edgen Stockzh-Hant2026-07-04T09:43:26.677+00:00GPU伺服器成本單週飆升40%，輝達供應鏈持續緊縮https://static.edwealth.ai/news/images/gpu-server-costs-surge-40-weekly-as-nvidia-supply-chain-tightens-20260704.pngGPU伺服器成本單週飆升40%，輝達供應鏈持續緊縮 https://edgen.dev.edgen.tech/zh-tw/news/post/allianz-economist-warns-360b-ai-capex-cycle-shows-exuberance2026-07-04T09:43:15.811Zdaily1Edgen 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https://edgen.dev.edgen.tech/zh-tw/news/post/berkshires-397b-cash-pile-under-abel-signals-more-dealmaking-ahead2026-07-04T07:32:54.908Zdaily1Edgen Stockzh-Hant2026-07-04T07:32:54.908+00:00波克夏現金儲備達3970億美元 阿貝爾時代預示更多交易到來https://static.edwealth.ai/news/images/berkshires-397b-cash-pile-under-abel-signals-more-dealmaking-ahead-20260704.png波克夏現金儲備達3970億美元 阿貝爾時代預示更多交易到來 https://edgen.dev.edgen.tech/zh-tw/news/post/iran-warns-uk-france-on-hormuz-as-oil-flows-near-10-million-barrels2026-07-04T06:47:42.691Zdaily1Edgen Stockzh-Hant2026-07-04T06:47:42.691+00:00伊朗警告英法勿干預荷莫茲海峽，原油日流量逼近千萬桶https://static.edwealth.ai/news/images/iran-warns-uk-france-on-hormuz-as-oil-flows-near-10-million-barrels-20260704.png伊朗警告英法勿干預荷莫茲海峽，原油日流量逼近千萬桶