https://edgen.beta.edgen.tech/zh-tw/news/post/nebius-jumps-28-coreweave-19-as-ai-infrastructure-stocks-rally2026-08-12T22:34:45.074Zdaily1Edgen Stockzh-Hant2026-08-12T22:34:45.074+00:00Nebius 飆漲 28%、CoreWeave 上揚 19%，AI 基礎設施類股全面走強https://static.edwealth.ai/news/images/nebius-jumps-28-coreweave-19-as-ai-infrastructure-stocks-rally-20260812.pngNebius 飆漲 28%、CoreWeave 上揚 19%，AI 基礎設施類股全面走強 https://edgen.beta.edgen.tech/zh-tw/news/post/amd-intel-nvidia-rally-3-on-super-micros-60b-ai-backlog2026-08-12T22:32:37.102Zdaily1Edgen Stockzh-Hant2026-08-12T22:32:37.102+00:00AMD、英特爾、輝達因Super Micro 600億美元AI訂單積壓而漲3%https://static.edwealth.ai/news/images/amd-intel-nvidia-rally-3-on-super-micros-60b-ai-backlog-20260812.pngAMD、英特爾、輝達因Super Micro 600億美元AI訂單積壓而漲3% https://edgen.beta.edgen.tech/zh-tw/news/post/feds-september-hike-odds-plunge-to-40-on-weak-jobs-data2026-08-12T22:08:51.974Zdaily1Edgen Stockzh-Hant2026-08-12T22:08:51.974+00:00就業數據疲弱 聯準會9月升息機率驟降至40%https://static.edwealth.ai/news/images/feds-september-hike-odds-plunge-to-40-on-weak-jobs-data-20260812.png就業數據疲弱 聯準會9月升息機率驟降至40% https://edgen.beta.edgen.tech/zh-tw/news/post/lumentum-surges-14-as-109-revenue-growth-triggers-optics-rally2026-08-12T22:04:39.896Zdaily1Edgen Stockzh-Hant2026-08-12T22:04:39.896+00:00Lumentum 因營收增長 109% 帶動光學類股漲勢，股價飆升 14%https://static.edwealth.ai/news/images/lumentum-surges-14-as-109-revenue-growth-triggers-optics-rally-20260812.pngLumentum 因營收增長 109% 帶動光學類股漲勢，股價飆升 14% https://edgen.beta.edgen.tech/zh-tw/news/post/ancora-offers-12-billion-cash-for-hb-fullers-adhesives-unit2026-08-12T22:01:44.842Zdaily1Edgen Stockzh-Hant2026-08-12T22:01:44.842+00:00Ancora 出價 12 億美元現金收購 H.B. Fuller 黏合劑事業https://static.edwealth.ai/news/images/ancora-offers-12-billion-cash-for-hb-fullers-adhesives-unit-20260812.pngAncora 出價 12 億美元現金收購 H.B. Fuller 黏合劑事業 https://edgen.beta.edgen.tech/zh-tw/news/post/chip-stocks-near-bull-market-as-ai-backlogs-fuel-19-rally2026-08-12T21:31:40.363Zdaily1Edgen Stockzh-Hant2026-08-12T21:31:40.363+00:00AI 產品積壓訂單帶動漲勢19% 晶片股逼近牛市https://static.edwealth.ai/news/images/chip-stocks-near-bull-market-as-ai-backlogs-fuel-19-rally-20260812.pngAI 產品積壓訂單帶動漲勢19% 晶片股逼近牛市 https://edgen.beta.edgen.tech/zh-tw/news/post/coherent-beats-q4-estimates-but-shares-slip-5-after-hours2026-08-12T21:21:29.925Zdaily1Edgen Stockzh-Hant2026-08-12T21:21:29.925+00:00Coherent 第四季財報優於預期，但盤後股價跌 5%https://static.edwealth.ai/news/images/coherent-beats-q4-estimates-but-shares-slip-5-after-hours-20260812.pngCoherent 第四季財報優於預期，但盤後股價跌 5% https://edgen.beta.edgen.tech/zh-tw/news/post/carpenter-technology-authorizes-1-billion-buyback-after-exhausting-prior-program2026-08-12T21:02:46.089Zdaily1Edgen Stockzh-Hant2026-08-12T21:02:46.089+00:00Carpenter Technology 在完成先前計畫後授權 10 億美元庫藏股回購https://static.edwealth.ai/news/images/carpenter-technology-authorizes-1-billion-buyback-after-exhausting-prior-program-20260812.pngCarpenter Technology 在完成先前計畫後授權 10 億美元庫藏股回購 https://edgen.beta.edgen.tech/zh-tw/news/post/cisco-posts-record-173b-quarter-as-ai-orders-hit-4b2026-08-12T21:00:44.033Zdaily1Edgen Stockzh-Hant2026-08-12T21:00:44.033+00:00思科創紀錄季度營收173億美元，AI訂單達40億美元https://static.edwealth.ai/news/images/cisco-posts-record-173b-quarter-as-ai-orders-hit-4b-20260812.png思科創紀錄季度營收173億美元，AI訂單達40億美元 https://edgen.beta.edgen.tech/zh-tw/news/post/cerebras-hardware-revenue-falls-23-as-cloud-business-nearly-quadruples2026-08-12T20:43:34.081Zdaily1Edgen Stockzh-Hant2026-08-12T20:43:34.081+00:00Cerebras 硬體營收下滑23%，雲端業務近倍增https://static.edwealth.ai/news/images/cerebras-hardware-revenue-falls-23-as-cloud-business-nearly-quadruples-20260812.pngCerebras 硬體營收下滑23%，雲端業務近倍增 https://edgen.beta.edgen.tech/zh-tw/news/post/goldman-keeps-sp-8000-target-as-ai-trade-splits2026-08-12T20:41:44.313Zdaily1Edgen Stockzh-Hant2026-08-12T20:41:44.313+00:00高盛維持標普500目標價8,000點 AI交易出現分化https://static.edwealth.ai/news/images/goldman-keeps-sp-8000-target-as-ai-trade-splits-20260812.png高盛維持標普500目標價8,000點 AI交易出現分化 https://edgen.beta.edgen.tech/zh-tw/news/post/situational-awareness-cuts-taiyo-yuden-stake-to-441-after-1661-peak2026-08-12T20:41:15.613Zdaily1Edgen Stockzh-Hant2026-08-12T20:41:15.613+00:00Situational Awareness 將太陽誘電持股降至4.41%，此前一度高達16.61%https://static.edwealth.ai/news/images/situational-awareness-cuts-taiyo-yuden-stake-to-441-after-1661-peak-20260812.pngSituational Awareness 將太陽誘電持股降至4.41%，此前一度高達16.61% https://edgen.beta.edgen.tech/zh-tw/news/post/nextera-lands-33-billion-for-10-gw-of-gas-generation2026-08-12T20:34:49.808Zdaily1Edgen Stockzh-Hant2026-08-12T20:34:49.808+00:00NextEra 獲 33 億美元資金，興建 10 吉瓦天然氣發電https://static.edwealth.ai/news/images/nextera-lands-33-billion-for-10-gw-of-gas-generation-20260812.pngNextEra 獲 33 億美元資金，興建 10 吉瓦天然氣發電 https://edgen.beta.edgen.tech/zh-tw/news/post/fed-faces-40-hike-odds-as-inflation-meets-weak-jobs2026-08-12T20:30:49.183Zdaily1Edgen Stockzh-Hant2026-08-12T20:30:49.183+00:00通膨居高不下與就業數據疲軟交織，Fed 9月升息機率達四成https://static.edwealth.ai/news/images/fed-faces-40-hike-odds-as-inflation-meets-weak-jobs-20260812.png通膨居高不下與就業數據疲軟交織，Fed 9月升息機率達四成 https://edgen.beta.edgen.tech/zh-tw/news/post/microvast-faces-class-action-after-34-stock-plunge-on-margin-miss2026-08-12T20:05:33.991Zdaily1Edgen Stockzh-Hant2026-08-12T20:05:33.991+00:00Microvast 因毛利率未達標股價暴跌 34% 後面臨集體訴訟https://static.edwealth.ai/news/images/microvast-faces-class-action-after-34-stock-plunge-on-margin-miss-20260812.pngMicrovast 因毛利率未達標股價暴跌 34% 後面臨集體訴訟 https://edgen.beta.edgen.tech/zh-tw/news/post/primoris-faces-class-action-as-prim-stock-plunges-50-on-costs2026-08-12T20:03:12.410Zdaily1Edgen Stockzh-Hant2026-08-12T20:03:12.410+00:00Primoris 因成本問題股價暴跌 50%，面臨集體訴訟https://static.edwealth.ai/news/images/primoris-faces-class-action-as-prim-stock-plunges-50-on-costs-20260812.pngPrimoris 因成本問題股價暴跌 50%，面臨集體訴訟 https://edgen.beta.edgen.tech/zh-tw/news/post/gold-tops-4400-as-cooling-us-inflation-lifts-fed-cut-bets2026-08-12T19:42:02.577Zdaily1Edgen Stockzh-Hant2026-08-12T19:42:02.577+00:00金價突破4400美元 美國通膨降溫提振聯準會降息預期https://static.edwealth.ai/news/images/gold-tops-4400-as-cooling-us-inflation-lifts-fed-cut-bets-20260812.png金價突破4400美元 美國通膨降溫提振聯準會降息預期 https://edgen.beta.edgen.tech/zh-tw/news/post/bloom-energy-surges-143-ytd-as-ai-power-demand-lifts-earnings2026-08-12T19:41:07.932Zdaily1Edgen Stockzh-Hant2026-08-12T19:41:07.932+00:00Bloom Energy 受惠 AI 電力需求 股價年內飆漲 143% 獲利大幅成長https://static.edwealth.ai/news/images/bloom-energy-surges-143-ytd-as-ai-power-demand-lifts-earnings-20260812.pngBloom Energy 受惠 AI 電力需求 股價年內飆漲 143% 獲利大幅成長 https://edgen.beta.edgen.tech/zh-tw/news/post/international-seaways-posts-record-295m-profit-as-tanker-rates-surge2026-08-12T19:40:42.205Zdaily1Edgen Stockzh-Hant2026-08-12T19:40:42.205+00:00國際海運公司創紀錄獲利 2.95 億美元 油輪費率飆升https://static.edwealth.ai/news/images/international-seaways-posts-record-295m-profit-as-tanker-rates-surge-20260812.png國際海運公司創紀錄獲利 2.95 億美元 油輪費率飆升 https://edgen.beta.edgen.tech/zh-tw/news/post/amcor-beats-q4-estimates-as-berry-deal-lifts-adjusted-eps-232026-08-12T19:39:36.089Zdaily1Edgen Stockzh-Hant2026-08-12T19:39:36.089+00:00Amcor 受 Berry 收購案帶動調整後每股盈餘增長 23%，Q4 表現優於預期https://static.edwealth.ai/news/images/amcor-beats-q4-estimates-as-berry-deal-lifts-adjusted-eps-23-20260812.pngAmcor 受 Berry 收購案帶動調整後每股盈餘增長 23%，Q4 表現優於預期