https://edgen.beta.edgen.tech/zh-tw/news/post/iran-unveils-hormuz-navigation-plan-as-oil-traffic-hits-3-ships2026-08-04T16:30:56.364Zdaily1Edgen Stockzh-Hant2026-08-04T16:30:56.364+00:00伊朗公布荷姆茲海峽航行計畫 油輪通行量降至3艘https://static.edwealth.ai/news/images/iran-unveils-hormuz-navigation-plan-as-oil-traffic-hits-3-ships-20260804.png伊朗公布荷姆茲海峽航行計畫 油輪通行量降至3艘 https://edgen.beta.edgen.tech/zh-tw/news/post/cloud-backlogs-jump-150-to-17-trillion-as-ai-capex-converts2026-08-04T16:26:34.936Zdaily1Edgen Stockzh-Hant2026-08-04T16:26:34.936+00:00雲端積壓訂單激增150%至1.7兆美元 AI資本支出加速轉化為營收https://static.edwealth.ai/news/images/cloud-backlogs-jump-150-to-17-trillion-as-ai-capex-converts-20260804.png雲端積壓訂單激增150%至1.7兆美元 AI資本支出加速轉化為營收 https://edgen.beta.edgen.tech/zh-tw/news/post/crispr-therapeutics-narrows-q2-loss-as-casgevy-sales-surge-1512026-08-04T16:19:08.428Zdaily1Edgen Stockzh-Hant2026-08-04T16:19:08.428+00:00CRISPR Therapeutics 第二季虧損收窄，Casgevy 銷售額暴增 151%https://static.edwealth.ai/news/images/crispr-therapeutics-narrows-q2-loss-as-casgevy-sales-surge-151-20260804.pngCRISPR Therapeutics 第二季虧損收窄，Casgevy 銷售額暴增 151% https://edgen.beta.edgen.tech/zh-tw/news/post/anthropic-secures-10-billion-compute-deal-with-nvidia-backed-volta-infra2026-08-04T16:19:04.848Zdaily1Edgen Stockzh-Hant2026-08-04T16:19:04.848+00:00Anthropic與輝達支持的Volta Infra簽下100億美元運算協議https://static.edwealth.ai/news/images/anthropic-secures-10-billion-compute-deal-with-nvidia-backed-volta-infra-20260804.pngAnthropic與輝達支持的Volta Infra簽下100億美元運算協議 https://edgen.beta.edgen.tech/zh-tw/news/post/rockwell-automation-lifts-fy2026-eps-to-1315-on-10-organic-sales2026-08-04T16:17:39.043Zdaily1Edgen Stockzh-Hant2026-08-04T16:17:39.043+00:00Rockwell Automation 上調 2026 財年每股盈餘至 13.15 美元，有機銷售成長 10%https://static.edwealth.ai/news/images/rockwell-automation-lifts-fy2026-eps-to-1315-on-10-organic-sales-20260804.pngRockwell Automation 上調 2026 財年每股盈餘至 13.15 美元，有機銷售成長 10% https://edgen.beta.edgen.tech/zh-tw/news/post/nasdaq-climbs-2-as-chip-stocks-rally-on-hormuz-mine-clearance-talks2026-08-04T16:13:16.154Zdaily1Edgen Stockzh-Hant2026-08-04T16:13:16.154+00:00那斯達克指數上漲2% 晶片股因荷莫茲海峽掃雷談判而走高https://static.edwealth.ai/news/images/nasdaq-climbs-2-as-chip-stocks-rally-on-hormuz-mine-clearance-talks-20260804.png那斯達克指數上漲2% 晶片股因荷莫茲海峽掃雷談判而走高 https://edgen.beta.edgen.tech/zh-tw/news/post/iran-considers-european-demining-of-hormuz-easing-20-oil-chokepoint-risk2026-08-04T16:02:53.563Zdaily1Edgen Stockzh-Hant2026-08-04T16:02:53.563+00:00伊朗考慮允許歐洲海軍清除荷莫茲海峽水雷，緩解20%全球石油運輸咽喉風險https://static.edwealth.ai/news/images/iran-considers-european-demining-of-hormuz-easing-20-oil-chokepoint-risk-20260804.png伊朗考慮允許歐洲海軍清除荷莫茲海峽水雷，緩解20%全球石油運輸咽喉風險 https://edgen.beta.edgen.tech/zh-tw/news/post/four-analog-chipmakers-post-9-to-26-growth-as-upcycle-begins2026-08-04T15:55:04.412Zdaily1Edgen Stockzh-Hant2026-08-04T15:55:04.412+00:00四大類比晶片廠商營收成長9%至26% 上行週期啟動https://static.edwealth.ai/news/images/four-analog-chipmakers-post-9-to-26-growth-as-upcycle-begins-20260804.png四大類比晶片廠商營收成長9%至26% 上行週期啟動 https://edgen.beta.edgen.tech/zh-tw/news/post/palo-alto-networks-surges-886-as-ai-security-demand-drives-rally2026-08-04T15:49:54.896Zdaily1Edgen Stockzh-Hant2026-08-04T15:49:54.896+00:00Palo Alto Networks 三個月飆漲88.6%，AI安全需求帶動漲勢https://static.edwealth.ai/news/images/palo-alto-networks-surges-886-as-ai-security-demand-drives-rally-20260804.pngPalo Alto Networks 三個月飆漲88.6%，AI安全需求帶動漲勢 https://edgen.beta.edgen.tech/zh-tw/news/post/nvidia-opens-alpamayo-2-super-for-commercial-use-tops-lingoqa2026-08-04T15:32:52.488Zdaily1Edgen Stockzh-Hant2026-08-04T15:32:52.488+00:00NVIDIA 開放 Alpamayo 2 Super 商用授權，LingoQA 評測登頂https://static.edwealth.ai/news/images/nvidia-opens-alpamayo-2-super-for-commercial-use-tops-lingoqa-20260804.pngNVIDIA 開放 Alpamayo 2 Super 商用授權，LingoQA 評測登頂 https://edgen.beta.edgen.tech/zh-tw/news/post/bulk-carrier-hit-in-hormuz-20-of-oil-trade-at-risk2026-08-04T15:30:16.336Zdaily1Edgen Stockzh-Hant2026-08-04T15:30:16.336+00:00散貨船在荷莫茲海峽遭襲，全球兩成石油貿易瀕臨風險https://static.edwealth.ai/news/images/bulk-carrier-hit-in-hormuz-20-of-oil-trade-at-risk-20260804.png散貨船在荷莫茲海峽遭襲，全球兩成石油貿易瀕臨風險 https://edgen.beta.edgen.tech/zh-tw/news/post/blackberry-rallies-125-ytd-as-qnx-momentum-drives-raised-outlook2026-08-04T15:23:08.330Zdaily1Edgen Stockzh-Hant2026-08-04T15:23:08.330+00:00BlackBerry 今年至今飆漲125% QNX動能帶動財測上調https://static.edwealth.ai/news/images/blackberry-rallies-125-ytd-as-qnx-momentum-drives-raised-outlook-20260804.pngBlackBerry 今年至今飆漲125% QNX動能帶動財測上調 https://edgen.beta.edgen.tech/zh-tw/news/post/bitdeer-lands-47b-norway-ai-deal-as-stock-jumps-82026-08-04T15:22:55.619Zdaily1Edgen Stockzh-Hant2026-08-04T15:22:55.619+00:00比特鹿簽下47億美元挪威AI合約，股價大漲8%https://static.edwealth.ai/news/images/bitdeer-lands-47b-norway-ai-deal-as-stock-jumps-8-20260804.png比特鹿簽下47億美元挪威AI合約，股價大漲8% https://edgen.beta.edgen.tech/zh-tw/news/post/microvast-faces-securities-class-action-with-sept-21-lead-plaintiff-deadline2026-08-04T15:17:05.967Zdaily1Edgen Stockzh-Hant2026-08-04T15:17:05.967+00:00Microvast 面临证券集体诉讼，首席原告截止日期为9月21日https://static.edwealth.ai/news/images/microvast-faces-securities-class-action-with-sept-21-lead-plaintiff-deadline-20260804.pngMicrovast 面临证券集体诉讼，首席原告截止日期为9月21日 https://edgen.beta.edgen.tech/zh-tw/news/post/goldman-sachs-raises-kospi-target-to-12000-sees-90-upside2026-08-04T14:51:32.639Zdaily1Edgen Stockzh-Hant2026-08-04T14:51:32.639+00:00高盛將韓股Kospi目標價上調至12,000點，看好約九成上行空間https://static.edwealth.ai/news/images/goldman-sachs-raises-kospi-target-to-12000-sees-90-upside-20260804.png高盛將韓股Kospi目標價上調至12,000點，看好約九成上行空間 https://edgen.beta.edgen.tech/zh-tw/news/post/microsoft-faces-class-action-over-13b-ai-deals-as-copilot-issues-alleged2026-08-04T14:24:20.174Zdaily1Edgen Stockzh-Hant2026-08-04T14:24:20.174+00:00微軟因130億美元AI交易面臨集體訴訟 Copilot問題遭指控https://static.edwealth.ai/news/images/microsoft-faces-class-action-over-13b-ai-deals-as-copilot-issues-alleged-20260804.png微軟因130億美元AI交易面臨集體訴訟 Copilot問題遭指控 https://edgen.beta.edgen.tech/zh-tw/news/post/arvinas-jumps-6-as-q2-revenue-hits-2497m-on-veppanu-approval2026-08-04T14:22:30.689Zdaily1Edgen Stockzh-Hant2026-08-04T14:22:30.689+00:00Arvinas 因第二季營收達 2.497 億美元、VEPPANU 獲批，股價上漲 6%https://static.edwealth.ai/news/images/arvinas-jumps-6-as-q2-revenue-hits-2497m-on-veppanu-approval-20260804.pngArvinas 因第二季營收達 2.497 億美元、VEPPANU 獲批，股價上漲 6% https://edgen.beta.edgen.tech/zh-tw/news/post/natural-gas-futures-slip-below-277-as-supply-outweighs-demand2026-08-04T14:18:59.044Zdaily1Edgen Stockzh-Hant2026-08-04T14:18:59.044+00:00天然氣期貨跌破2.77美元 供應超過需求https://static.edwealth.ai/news/images/natural-gas-futures-slip-below-277-as-supply-outweighs-demand-20260804.png天然氣期貨跌破2.77美元 供應超過需求 https://edgen.beta.edgen.tech/zh-tw/news/post/us-june-job-openings-slide-to-736-million-as-labor-market-cools2026-08-04T14:06:05.476Zdaily1Edgen Stockzh-Hant2026-08-04T14:06:05.476+00:00美國6月職缺降至736萬，勞動市場持續降溫https://static.edwealth.ai/news/images/us-june-job-openings-slide-to-736-million-as-labor-market-cools-20260804.png美國6月職缺降至736萬，勞動市場持續降溫 https://edgen.beta.edgen.tech/zh-tw/news/post/dupont-narrows-2026-sales-outlook-as-water-business-drags-shares2026-08-04T14:01:52.290Zdaily1Edgen Stockzh-Hant2026-08-04T14:01:52.290+00:00DuPont 因水務業務拖累股價，下修2026年銷售展望https://static.edwealth.ai/news/images/dupont-narrows-2026-sales-outlook-as-water-business-drags-shares-20260804.pngDuPont 因水務業務拖累股價，下修2026年銷售展望