海力士暴漲＋南亞科財報旺　記憶體補漲行情18檔必收

Yahoo Entertainment - 12. července 2026

海力士暴漲＋南亞科財報旺　記憶體補漲行情18檔必收

記憶體大廠南亞科第二季財報亮眼，稅後淨利達501.92億元，EPS 14.66元創下歷史新高。受惠AI需求帶動，DRAM產業景氣循環正向轉變，不僅南亞科股價強勢，韓國SK海力士赴美掛牌首日亦大漲13%，市值超越美光，並預估記憶體供不應求將延續至2030年。此波利多帶動台灣記憶體供應鏈全面看俏，包含旺宏、華邦電、晶豪科等相關個股，以及封測、模組通路廠皆備受市場矚目，有望迎來強勁成長動能。投資人應留意產業趨勢，審慎評估市場風險。

Zobrazit celý článek

Povídejme si? Jazyk

Píše...

Mezinárodní analýza

Další relevantní zprávy

Oil prices rise as U.S. and Iran fight for control of Strait of Hormuz

Biztoc.com

Oil prices rise as U.S. and Iran fight for control of Strait of Hormuz

US Embassy in UAE cancels consular appointments amid Hormuz crisis

Crypto Briefing

US Embassy in UAE cancels consular appointments amid Hormuz crisis

U.S. expands Cuba sanctions with targeting of tourism industry

Biztoc.com

U.S. expands Cuba sanctions with targeting of tourism industry

US deploys sea drones in first combat strike on Iranian naval targets

Crypto Briefing

US deploys sea drones in first combat strike on Iranian naval targets

PRNewswire

Trinity Capital to Transfer Listing to New York Stock Exchange

HCLTech delivers robust Q1 led by record deal bookings of $2.4 billion

PRNewswire

HCLTech delivers robust Q1 led by record deal bookings of $2.4 billion

U.S. says more than 8 million barrels of oil transited Hormuz Sunday with military assistance

Biztoc.com

U.S. says more than 8 million barrels of oil transited Hormuz Sunday with military assistance

United States targets financial network linked to Ali Shamkhani in largest sanctions push since 2018

Crypto Briefing

United States targets financial network linked to Ali Shamkhani in largest sanctions push since 2018

CBN data rule triggers digital infrastructure race

The Punch

CBN data rule triggers digital infrastructure race

I pasdaran bloccano Hormuz: missili su cargo e petroliere. E Trump batte in ritirata sui pedaggi

La Repubblica

I pasdaran bloccano Hormuz: missili su cargo e petroliere. E Trump batte in ritirata sui pedaggi

Lanza EU ataques contra Irán en medio de tensiones por Ormuz

Reforma.com

Lanza EU ataques contra Irán en medio de tensiones por Ormuz

Trump ameaça ampliar ataques ao Irã com bombardeios a usinas e pontes caso Teerã rejeite negociações

Noticiabrasil.net.br

Trump ameaça ampliar ataques ao Irã com bombardeios a usinas e pontes caso Teerã rejeite negociações

US-Iran tensions drive oil surge, impact stocks and bonds

Crypto Briefing

US-Iran tensions drive oil surge, impact stocks and bonds

Iran expands attacks on Gulf states after US strikes, says Strait of Hormuz closed

Roanoke Times

Iran expands attacks on Gulf states after US strikes, says Strait of Hormuz closed

Buying TSMC Stock Before July 16 Just Became a No-Brainer Due to This Massive News

Biztoc.com

Buying TSMC Stock Before July 16 Just Became a No-Brainer Due to This Massive News

Comando Central de EE.UU. anuncia nuevos ataques contra Irán tras ofensiva en el Estrecho de Ormuz

Latercera.com

Comando Central de EE.UU. anuncia nuevos ataques contra Irán tras ofensiva en el Estrecho de Ormuz

BlackRock sees AI spending hitting $8T by 2030 amid power, politics, finance challenges

Crypto Briefing

BlackRock sees AI spending hitting $8T by 2030 amid power, politics, finance challenges

Crisi iraniana, tornano a salire i prezzi di petrolio e gas

La Repubblica

Crisi iraniana, tornano a salire i prezzi di petrolio e gas

US confirms military strikes near Iran’s Hajiabad amid escalating conflict

Crypto Briefing

US confirms military strikes near Iran’s Hajiabad amid escalating conflict

AI驅動先進邏輯、先進記憶體、測試與封裝投資設備市場可望連續五年成長

Yahoo Entertainment

AI驅動先進邏輯、先進記憶體、測試與封裝投資設備市場可望連續五年成長

Senior Defense Officials Review Potential 101st Airborne Helicopter Assault On Cuba

Biztoc.com

Senior Defense Officials Review Potential 101st Airborne Helicopter Assault On Cuba

U.S. launches more strikes, tightens naval blockade as Iran hits Gulf allies

Biztoc.com

U.S. launches more strikes, tightens naval blockade as Iran hits Gulf allies

US strikes hit Ahvaz Airport amid rising tensions with Iran

Crypto Briefing

US strikes hit Ahvaz Airport amid rising tensions with Iran

The ‘facade’ of the U.S.-Iran ceasefire crumbles after after largest round of fighting in months — ‘an undeclared naval war can escalate’

Biztoc.com

The ‘facade’ of the U.S.-Iran ceasefire crumbles after after largest round of fighting in months — ‘an undeclared naval war can escalate’

Iran activates air defenses around Bushehr nuclear power plant as regional tensions simmer

Crypto Briefing

Iran activates air defenses around Bushehr nuclear power plant as regional tensions simmer

Guinea Insurance projects N2.78bn Q3 profit

The Punch

Guinea Insurance projects N2.78bn Q3 profit

US Central Command announces new round of strikes in Iran

Israelnationalnews.com

US Central Command announces new round of strikes in Iran

První krok

Vítejte

Při registraci souhlasíte s našimi podmínkami použití a zásadami ochrany osobních údajů.

Podmínky | Soukromí

Příležitosti Dnes

Využijte

Změnit jazyk.
Change Language

Váš pas na globální investice

Ivar doporučuje banku Swissquote pro vaše mezinárodní investice. Při otevření účtu prostřednictvím níže uvedeného odkazu a obchodování s 5 loty nebo více získáte $200 k použití v Ivar AI a aktivaci svého předplatného. Využijte této exkluzivní výhody, která je dnes k dispozici!

Nabídka je k dispozici pro vás, kteří ještě nemáte otevřený účet u Swissquote.
Služby jsou globálně dostupné s výjimkou následujících zemí : Alžírsko, Belgie, Kanada, Čína, Severní Korea, USA, Francie, Hongkong, Írán, Irák, Nigérie, Singapur, Sýrie, Turecko a Zimbabwe.

Powered By

Ivar.AI

Innovation & Value

About Us

Av Norte Miguel Arraes de Alencar, 3003. CP974. Encruzilhada, Recife-PE, Brasil.

+55(81)98180-0091

support@ivar-ai.com

Terms

General Terms Privacy Policy

© Ivar-AI , All Right Reserved. Powered By Ivar AI - (IV Web Technologies LTDA)

Vyberte jazyk / Select Language