https://edgen.dev.edgen.tech/zh/news/post/nvidia-dominates-ai-platform-as-ai-capex-hits-3-trillion-by-20302026-07-03T18:40:54.252Zdaily1Edgen Stockzh2026-07-03T18:40:54.252+00:00英伟达主导AI平台，AI资本支出2030年料达3万亿美元https://static.edwealth.ai/news/images/nvidia-dominates-ai-platform-as-ai-capex-hits-3-trillion-by-2030-20260703.png英伟达主导AI平台，AI资本支出2030年料达3万亿美元 https://edgen.dev.edgen.tech/zh/news/post/camtek-secures-260m-in-hbm-orders-as-ai-packaging-inspection-becomes-critical2026-07-03T18:39:58.059Zdaily1Edgen Stockzh2026-07-03T18:39:58.059+00:00Camtek获2.6亿美元HBM订单，AI封装检测成关键战场https://static.edwealth.ai/news/images/camtek-secures-260m-in-hbm-orders-as-ai-packaging-inspection-becomes-critical-20260703.pngCamtek获2.6亿美元HBM订单，AI封装检测成关键战场 https://edgen.dev.edgen.tech/zh/news/post/tsmc-copos-debut-in-2029-to-skip-glass-substrate-sources-say2026-07-03T18:25:02.526Zdaily1Edgen Stockzh2026-07-03T18:25:02.526+00:00台积电CoPoS 2029年首秀确认跳过玻璃基板，供应链消息人士透露https://static.edwealth.ai/news/images/tsmc-copos-debut-in-2029-to-skip-glass-substrate-sources-say-20260703.png台积电CoPoS 2029年首秀确认跳过玻璃基板，供应链消息人士透露 https://edgen.dev.edgen.tech/zh/news/post/applied-digital-spends-billions-on-ai-data-centers-most-capacity-pre-revenue2026-07-03T18:03:08.873Zdaily1Edgen Stockzh2026-07-03T18:03:08.873+00:00应用数字公司斥资数十亿美元建设AI数据中心，多数产能尚未创收https://static.edwealth.ai/news/images/applied-digital-spends-billions-on-ai-data-centers-most-capacity-pre-revenue-20260703.png应用数字公司斥资数十亿美元建设AI数据中心，多数产能尚未创收 https://edgen.dev.edgen.tech/zh/news/post/lenovo-group-surges-137-ytd-as-ai-server-pipeline-tops-21-billion2026-07-03T18:02:24.651Zdaily1Edgen Stockzh2026-07-03T18:02:24.651+00:00联想集团年内飙升137%，AI服务器管道突破210亿美元https://static.edwealth.ai/news/images/lenovo-group-surges-137-ytd-as-ai-server-pipeline-tops-21-billion-20260703.png联想集团年内飙升137%，AI服务器管道突破210亿美元 https://edgen.dev.edgen.tech/zh/news/post/dell-isg-revenue-surges-181-as-ai-server-backlog-hits-513b2026-07-03T18:02:17.514Zdaily1Edgen Stockzh2026-07-03T18:02:17.514+00:00戴尔ISG营收暴增181%，AI服务器积压订单达513亿美元https://static.edwealth.ai/news/images/dell-isg-revenue-surges-181-as-ai-server-backlog-hits-513b-20260703.png戴尔ISG营收暴增181%，AI服务器积压订单达513亿美元 https://edgen.dev.edgen.tech/zh/news/post/neugebauer-suspends-proxy-campaign-with-70-of-votes-recorded2026-07-03T17:32:54.349Zdaily1Edgen Stockzh2026-07-03T17:32:54.349+00:00纽格鲍尔暂停代理权争夺战，已获70%投票支持https://static.edwealth.ai/news/images/neugebauer-suspends-proxy-campaign-with-70-of-votes-recorded-20260703.png纽格鲍尔暂停代理权争夺战，已获70%投票支持 https://edgen.dev.edgen.tech/zh/news/post/lagarde-says-early-ecb-exit-possible-ahead-of-2027-french-election2026-07-03T16:44:13.447Zdaily1Edgen Stockzh2026-07-03T16:44:13.447+00:00拉加德暗示可能提前退出欧洲央行，瞄准2027年法国大选https://static.edwealth.ai/news/images/lagarde-says-early-ecb-exit-possible-ahead-of-2027-french-election-20260703.png拉加德暗示可能提前退出欧洲央行，瞄准2027年法国大选 https://edgen.dev.edgen.tech/zh/news/post/ai-rotation-shifts-from-semiconductors-to-memory-as-1t-flows-reshape-market2026-07-03T16:36:47.997Zdaily1Edgen Stockzh2026-07-03T16:36:47.997+00:00AI轮动从半导体转向存储芯片，万亿美元资金潮重塑市场格局https://static.edwealth.ai/news/images/ai-rotation-shifts-from-semiconductors-to-memory-as-1t-flows-reshape-market-20260703.pngAI轮动从半导体转向存储芯片，万亿美元资金潮重塑市场格局 https://edgen.dev.edgen.tech/zh/news/post/trump-cites-indias-8-growth-in-fresh-attack-on-hostile-fed2026-07-03T16:33:45.971Zdaily1Edgen Stockzh2026-07-03T16:33:45.971+00:00特朗普引印度8%增速再批"充满敌意"的美联储https://static.edwealth.ai/news/images/trump-cites-indias-8-growth-in-fresh-attack-on-hostile-fed-20260703.png特朗普引印度8%增速再批"充满敌意"的美联储 https://edgen.dev.edgen.tech/zh/news/post/tesla-caps-ai-spending-at-200-a-week-as-costs-spiral2026-07-03T16:06:24.360Zdaily1Edgen Stockzh2026-07-03T16:06:24.360+00:00特斯拉因成本失控，将员工AI支出上限设为每周200美元https://static.edwealth.ai/news/images/tesla-caps-ai-spending-at-200-a-week-as-costs-spiral-20260703.png特斯拉因成本失控，将员工AI支出上限设为每周200美元 https://edgen.dev.edgen.tech/zh/news/post/cybersecurity-spending-tops-300b-as-3-etfs-capture-ai-era-demand2026-07-03T16:03:05.420Zdaily1Edgen Stockzh2026-07-03T16:03:05.420+00:00网络安全支出突破三千亿美元，三只ETF捕捉AI时代需求https://static.edwealth.ai/news/images/cybersecurity-spending-tops-300b-as-3-etfs-capture-ai-era-demand-20260703.png网络安全支出突破三千亿美元，三只ETF捕捉AI时代需求 https://edgen.dev.edgen.tech/zh/news/post/ubs-says-ai-infrastructure-stocks-outpaced-hyperscalers-6-to-12026-07-03T16:03:04.783Zdaily1Edgen Stockzh2026-07-03T16:03:04.783+00:00瑞银：AI基础设施股回报率碾压超大规模云厂商，比例达6:1https://static.edwealth.ai/news/images/ubs-says-ai-infrastructure-stocks-outpaced-hyperscalers-6-to-1-20260703.png瑞银：AI基础设施股回报率碾压超大规模云厂商，比例达6:1 https://edgen.dev.edgen.tech/zh/news/post/ecolab-closes-475b-coolit-deal-targets-4b-high-tech-sales-by-20302026-07-03T15:37:06.668Zdaily1Edgen Stockzh2026-07-03T15:37:06.668+00:00艺康完成47.5亿美元CoolIT收购，目标2030年高科技业务销售额达40亿美元https://static.edwealth.ai/news/images/ecolab-closes-475b-coolit-deal-targets-4b-high-tech-sales-by-2030-20260703.png艺康完成47.5亿美元CoolIT收购，目标2030年高科技业务销售额达40亿美元 https://edgen.dev.edgen.tech/zh/news/post/ishares-south-korea-and-taiwan-etfs-surge-past-100-in-chip-rally2026-07-03T15:35:00.040Zdaily1Edgen Stockzh2026-07-03T15:35:00.040+00:00iShares韩国与台湾ETF在芯片涨势中飙升逾100%https://static.edwealth.ai/news/images/ishares-south-korea-and-taiwan-etfs-surge-past-100-in-chip-rally-20260703.pngiShares韩国与台湾ETF在芯片涨势中飙升逾100% https://edgen.dev.edgen.tech/zh/news/post/rivian-insider-selling-masks-1b-volkswagen-vote-of-confidence2026-07-03T15:34:21.099Zdaily1Edgen Stockzh2026-07-03T15:34:21.099+00:00Rivian内部人士减持难掩大众10亿美元信心投票https://static.edwealth.ai/news/images/rivian-insider-selling-masks-1b-volkswagen-vote-of-confidence-20260703.pngRivian内部人士减持难掩大众10亿美元信心投票 https://edgen.dev.edgen.tech/zh/news/post/bae-systems-led-venture-wins-614-billion-stealth-fighter-contract2026-07-03T15:32:41.267Zdaily1Edgen Stockzh2026-07-03T15:32:41.267+00:00BAE系统牵头合资企业赢得61.4亿美元隐形战斗机合同https://static.edwealth.ai/news/images/bae-systems-led-venture-wins-614-billion-stealth-fighter-contract-20260703.pngBAE系统牵头合资企业赢得61.4亿美元隐形战斗机合同 https://edgen.dev.edgen.tech/zh/news/post/apple-intelligence-upgrade-intent-drops-to-24-as-foldable-iphone-nears2026-07-03T15:03:59.463Zdaily1Edgen Stockzh2026-07-03T15:03:59.463+00:00苹果AI升级意愿降至24%，可折叠iPhone即将登场https://static.edwealth.ai/news/images/apple-intelligence-upgrade-intent-drops-to-24-as-foldable-iphone-nears-20260703.png苹果AI升级意愿降至24%，可折叠iPhone即将登场 https://edgen.dev.edgen.tech/zh/news/post/macroresearchboard-warns-us-stocks-face-2-risks-ai-and-rising-yields2026-07-03T15:03:43.259Zdaily1Edgen Stockzh2026-07-03T15:03:43.259+00:00宏观研究委员会警告：美国股市面临AI失望情绪和收益率上升两大风险https://static.edwealth.ai/news/images/macroresearchboard-warns-us-stocks-face-2-risks-ai-and-rising-yields-20260703.png宏观研究委员会警告：美国股市面临AI失望情绪和收益率上升两大风险 https://edgen.dev.edgen.tech/zh/news/post/walmart-and-google-bring-gemini-agentic-shopping-to-4600-stores2026-07-03T14:36:03.787Zdaily1Edgen Stockzh2026-07-03T14:36:03.787+00:00沃尔玛携手谷歌Gemini，AI购物代理覆盖4600家门店https://static.edwealth.ai/news/images/walmart-and-google-bring-gemini-agentic-shopping-to-4600-stores-20260703.png沃尔玛携手谷歌Gemini，AI购物代理覆盖4600家门店