https://edgen.dev.edgen.tech/zh-tw/news/post/goldman-sachs-flags-100b-cta-selling-risk-as-ai-capex-narrative-shifts2026-07-20T16:23:02.311Zdaily1Edgen Stockzh-Hant2026-07-20T16:23:02.311+00:00高盛示警：AI資本開支論述轉向，CTA拋售風險高達1000億美元https://static.edwealth.ai/news/images/goldman-sachs-flags-100b-cta-selling-risk-as-ai-capex-narrative-shifts-20260720.png高盛示警：AI資本開支論述轉向，CTA拋售風險高達1000億美元 https://edgen.dev.edgen.tech/zh-tw/news/post/gold-fails-to-hold-30-bounce-as-iran-war-kills-3-us-troops2026-07-20T16:19:54.569Zdaily1Edgen Stockzh-Hant2026-07-20T16:19:54.569+00:00伊朗戰爭導致3名美軍陣亡，金價未能守住30美元漲勢https://static.edwealth.ai/news/images/gold-fails-to-hold-30-bounce-as-iran-war-kills-3-us-troops-20260720.png伊朗戰爭導致3名美軍陣亡，金價未能守住30美元漲勢 https://edgen.dev.edgen.tech/zh-tw/news/post/aodong-new-energy-files-hong-kong-ipo-as-battery-swapping-faces-800v-threat2026-07-20T16:17:47.381Zdaily1Edgen Stockzh-Hant2026-07-20T16:17:47.381+00:00奧動新能源提交香港IPO申請，「換電模式」面臨800V快充威脅https://static.edwealth.ai/news/images/aodong-new-energy-files-hong-kong-ipo-as-battery-swapping-faces-800v-threat-20260720.png奧動新能源提交香港IPO申請，「換電模式」面臨800V快充威脅 https://edgen.dev.edgen.tech/zh-tw/news/post/kinross-gold-options-show-19-strike-surge-as-volatility-spikes2026-07-20T16:17:34.235Zdaily1Edgen Stockzh-Hant2026-07-20T16:17:34.235+00:00Kinross Gold期權顯示19美元行使價波動加劇https://static.edwealth.ai/news/images/kinross-gold-options-show-19-strike-surge-as-volatility-spikes-20260720.pngKinross Gold期權顯示19美元行使價波動加劇 https://edgen.dev.edgen.tech/zh-tw/news/post/kospi-plunges-45-as-ai-leverage-unwind-hits-south-koreas-market2026-07-20T16:12:40.594Zdaily1Edgen Stockzh-Hant2026-07-20T16:12:40.594+00:00KOSPI 暴跌 4.5%，AI 槓桿平倉衝擊韓國股市https://static.edwealth.ai/news/images/kospi-plunges-45-as-ai-leverage-unwind-hits-south-koreas-market-20260720.pngKOSPI 暴跌 4.5%，AI 槓桿平倉衝擊韓國股市 https://edgen.dev.edgen.tech/zh-tw/news/post/indigo-signs-record-deal-for-1000-plus-leap-engines-to-power-fleet2026-07-20T16:10:12.786Zdaily1Edgen Stockzh-Hant2026-07-20T16:10:12.786+00:00IndiGo簽署創紀錄協議，採購逾1,000具LEAP發動機以擴充機隊https://static.edwealth.ai/news/images/indigo-signs-record-deal-for-1000-plus-leap-engines-to-power-fleet-20260720.pngIndiGo簽署創紀錄協議，採購逾1,000具LEAP發動機以擴充機隊 https://edgen.dev.edgen.tech/zh-tw/news/post/european-defence-seeks-private-capital-at-2026-farnborough-airshow2026-07-20T16:08:09.427Zdaily1Edgen Stockzh-Hant2026-07-20T16:08:09.427+00:00歐洲國防工業在2026年法恩堡航展尋求民間資本https://static.edwealth.ai/news/images/european-defence-seeks-private-capital-at-2026-farnborough-airshow-20260720.png歐洲國防工業在2026年法恩堡航展尋求民間資本 https://edgen.dev.edgen.tech/zh-tw/news/post/eurozone-bond-yields-rise-2bps-as-middle-east-tensions-fuel-ecb-rate-bets2026-07-20T16:07:47.830Zdaily1Edgen Stockzh-Hant2026-07-20T16:07:47.830+00:00中東緊張加劇推升歐元區公債殖利率 市場押注歐洲央行兩度升息https://static.edwealth.ai/news/images/eurozone-bond-yields-rise-2bps-as-middle-east-tensions-fuel-ecb-rate-bets-20260720.png中東緊張加劇推升歐元區公債殖利率 市場押注歐洲央行兩度升息 https://edgen.dev.edgen.tech/zh-tw/news/post/gold-holds-near-4000-as-fed-rate-risks-cap-gains-from-war-premium2026-07-20T15:45:48.355Zdaily1Edgen Stockzh-Hant2026-07-20T15:45:48.355+00:00黃金持穩於4000美元附近，聯準會升息風險抵消戰爭溢價https://static.edwealth.ai/news/images/gold-holds-near-4000-as-fed-rate-risks-cap-gains-from-war-premium-20260720.png黃金持穩於4000美元附近，聯準會升息風險抵消戰爭溢價 https://edgen.dev.edgen.tech/zh-tw/news/post/nukz-etf-gains-12-as-advanced-reactor-milestones-fuel-nuclear-supply-chain2026-07-20T15:44:07.717Zdaily1Edgen Stockzh-Hant2026-07-20T15:44:07.717+00:00NUKZ ETF 七月飆升12% 先進反應爐里程碑推動核能供應鏈行情https://static.edwealth.ai/news/images/nukz-etf-gains-12-as-advanced-reactor-milestones-fuel-nuclear-supply-chain-20260720.pngNUKZ ETF 七月飆升12% 先進反應爐里程碑推動核能供應鏈行情 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揭示企業轉向私有雲https://static.edwealth.ai/news/images/hpes-59b-ai-backlog-signals-enterprise-shift-to-private-cloud-20260720.pngHPE 590億美元AI訂單 backlog 揭示企業轉向私有雲 https://edgen.dev.edgen.tech/zh-tw/news/post/morgan-stanley-names-7-chip-stocks-to-buy-after-memory-sell-off2026-07-20T15:22:31.900Zdaily1Edgen Stockzh-Hant2026-07-20T15:22:31.900+00:00摩根士丹利點名7檔晶片股 記憶體拋售後伺機買進https://static.edwealth.ai/news/images/morgan-stanley-names-7-chip-stocks-to-buy-after-memory-sell-off-20260720.png摩根士丹利點名7檔晶片股 記憶體拋售後伺機買進 https://edgen.dev.edgen.tech/zh-tw/news/post/nvidia-broadcom-lead-4-ai-chip-stocks-generating-119b-in-cash2026-07-20T15:20:17.594Zdaily1Edgen Stockzh-Hant2026-07-20T15:20:17.594+00:00輝達、博通領軍，4檔AI晶片股合計現金流達1190億美元https://static.edwealth.ai/news/images/nvidia-broadcom-lead-4-ai-chip-stocks-generating-119b-in-cash-20260720.png輝達、博通領軍，4檔AI晶片股合計現金流達1190億美元 https://edgen.dev.edgen.tech/zh-tw/news/post/novo-nordisk-wins-eu-nod-for-oral-wegovy-with-17-weight-loss2026-07-20T15:19:36.077Zdaily1Edgen Stockzh-Hant2026-07-20T15:19:36.077+00:00諾和諾德口服Wegovy獲歐盟批准，減重效果達17%https://static.edwealth.ai/news/images/novo-nordisk-wins-eu-nod-for-oral-wegovy-with-17-weight-loss-20260720.png諾和諾德口服Wegovy獲歐盟批准，減重效果達17% https://edgen.dev.edgen.tech/zh-tw/news/post/photronics-faces-class-action-after-11-billion-wipeout-on-q2-miss2026-07-20T15:17:44.040Zdaily1Edgen Stockzh-Hant2026-07-20T15:17:44.040+00:00Photronics 財報失準引發集體訴訟，市值蒸發 11 億美元https://static.edwealth.ai/news/images/photronics-faces-class-action-after-11-billion-wipeout-on-q2-miss-20260720.pngPhotronics 財報失準引發集體訴訟，市值蒸發 11 億美元 https://edgen.dev.edgen.tech/zh-tw/news/post/black-rock-coffee-bar-faces-class-action-over-ipo-expansion-claims2026-07-20T15:14:35.071Zdaily1Edgen Stockzh-Hant2026-07-20T15:14:35.071+00:00Black Rock Coffee Bar 因IPO擴張主張面臨集體訴訟https://static.edwealth.ai/news/images/black-rock-coffee-bar-faces-class-action-over-ipo-expansion-claims-20260720.pngBlack Rock Coffee Bar 因IPO擴張主張面臨集體訴訟 https://edgen.dev.edgen.tech/zh-tw/news/post/30-year-yield-hits-506-as-395-trillion-debt-weighs-on-markets2026-07-20T15:11:29.595Zdaily1Edgen Stockzh-Hant2026-07-20T15:11:29.595+00:0030年期美債殖利率飆至5.06%，39.5兆美元債務壓垮市場https://static.edwealth.ai/news/images/30-year-yield-hits-506-as-395-trillion-debt-weighs-on-markets-20260720.png30年期美債殖利率飆至5.06%，39.5兆美元債務壓垮市場 https://edgen.dev.edgen.tech/zh-tw/news/post/greylock-raises-15b-fund-18-betting-on-ais-next-generation2026-07-20T15:10:30.576Zdaily1Edgen Stockzh-Hant2026-07-20T15:10:30.576+00:00Greylock 募資 15 億美元成立第 18 檔基金，押注 AI 新世代https://static.edwealth.ai/news/images/greylock-raises-15b-fund-18-betting-on-ais-next-generation-20260720.pngGreylock 募資 15 億美元成立第 18 檔基金，押注 AI 新世代