https://edgen.beta.edgen.tech/zh-tw/news/post/dycom-backlog-hits-119b-as-fiber-and-data-center-demand-surge2026-07-12T15:27:27.022Zdaily1Edgen Stockzh-Hant2026-07-12T15:27:27.022+00:00Dycom積壓訂單達119億美元，光纖與資料中心需求激增https://static.edwealth.ai/news/images/dycom-backlog-hits-119b-as-fiber-and-data-center-demand-surge-20260712.pngDycom積壓訂單達119億美元，光纖與資料中心需求激增 https://edgen.beta.edgen.tech/zh-tw/news/post/googles-tpu-push-threatens-nvidias-86-ai-chip-market-share2026-07-12T14:58:54.539Zdaily1Edgen Stockzh-Hant2026-07-12T14:58:54.539+00:00Google自研TPU步步進逼，輝達AI晶片86%市佔率面臨威脅https://static.edwealth.ai/news/images/googles-tpu-push-threatens-nvidias-86-ai-chip-market-share-20260712.pngGoogle自研TPU步步進逼，輝達AI晶片86%市佔率面臨威脅 https://edgen.beta.edgen.tech/zh-tw/news/post/stock-rally-hinges-on-ai-as-12-trillion-capex-question-looms2026-07-12T14:58:21.820Zdaily1Edgen 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https://edgen.beta.edgen.tech/zh-tw/news/post/trump-declares-strait-of-hormuz-open-as-285-vessels-test-irans-grip2026-07-12T14:01:47.670Zdaily1Edgen Stockzh-Hant2026-07-12T14:01:47.670+00:00川普宣布荷姆茲海峽暢通，285艘船隻考驗伊朗掌控力https://static.edwealth.ai/news/images/trump-declares-strait-of-hormuz-open-as-285-vessels-test-irans-grip-20260712.png川普宣布荷姆茲海峽暢通，285艘船隻考驗伊朗掌控力 https://edgen.beta.edgen.tech/zh-tw/news/post/nvidia-vera-cpus-beat-amd-x86-chips-by-15x-in-perplexity-win2026-07-12T13:57:54.676Zdaily1Edgen Stockzh-Hant2026-07-12T13:57:54.676+00:00輝達Vera CPU在Perplexity AI部署中較AMD x86晶片快1.5倍，半導體霸主之爭戰線擴大https://static.edwealth.ai/news/images/nvidia-vera-cpus-beat-amd-x86-chips-by-15x-in-perplexity-win-20260712.png輝達Vera CPU在Perplexity AI部署中較AMD x86晶片快1.5倍，半導體霸主之爭戰線擴大 https://edgen.beta.edgen.tech/zh-tw/news/post/nebius-surges-230-in-h1-2026-on-nvidia-investment-and-earnings-beat2026-07-12T13:29:38.273Zdaily1Edgen Stockzh-Hant2026-07-12T13:29:38.273+00:00Nebius 上半年暴漲230%：輝達入股與獲利超標雙重加持https://static.edwealth.ai/news/images/nebius-surges-230-in-h1-2026-on-nvidia-investment-and-earnings-beat-20260712.pngNebius 上半年暴漲230%：輝達入股與獲利超標雙重加持 https://edgen.beta.edgen.tech/zh-tw/news/post/ast-spacemobile-targets-45-satellites-in-2026-as-fcc-greenlight-opens-commercial-era2026-07-12T13:27:44.336Zdaily1Edgen Stockzh-Hant2026-07-12T13:27:44.336+00:00AST SpaceMobile 目標2026年部署45顆衛星，FCC放行開啟商業新紀元https://static.edwealth.ai/news/images/ast-spacemobile-targets-45-satellites-in-2026-as-fcc-greenlight-opens-commercial-era-20260712.pngAST SpaceMobile 目標2026年部署45顆衛星，FCC放行開啟商業新紀元 https://edgen.beta.edgen.tech/zh-tw/news/post/5-optical-chip-stocks-ride-ai-data-center-bandwidth-boom-past-copper-limits2026-07-12T13:27:31.390Zdaily1Edgen Stockzh-Hant2026-07-12T13:27:31.390+00:005檔光通訊晶片股乘AI數據中心頻寬熱潮，突破銅線極限https://static.edwealth.ai/news/images/5-optical-chip-stocks-ride-ai-data-center-bandwidth-boom-past-copper-limits-20260712.png5檔光通訊晶片股乘AI數據中心頻寬熱潮，突破銅線極限 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