盛讚MLCC是AI賣鏟人！大摩估「6年翻倍」點名村田與國巨

Yahoo Entertainment - September 15, 2026

盛讚MLCC是AI賣鏟人！大摩估「6年翻倍」點名村田與國巨

AI伺服器與資料中心對高價值MLCC的需求正進入爆發期，摩根士丹利預估2025至2031年全球出貨額將以20.3%年複合成長率飆升至444.5億美元，大摩強調「MLCC或許是資料中心支出中槓桿效應最高的AI賣鏟人」，並點名村田製作所與三星電機為最大受惠者。

Read Full Article

Let's talk? Language

Typing...

International Analysis

Other Relevant News

Drone attack on Saudi pipeline threatens 4% of global oil supply

Crypto Briefing

Drone attack on Saudi pipeline threatens 4% of global oil supply

These four stocks could benefit most from a $3.2 trillion semiconductor opportunity

Biztoc.com

These four stocks could benefit most from a $3.2 trillion semiconductor opportunity

盛讚MLCC是AI賣鏟人！大摩估「6年翻倍」點名村田與國巨

Yahoo Entertainment

盛讚MLCC是AI賣鏟人！大摩估「6年翻倍」點名村田與國巨

10-Year US Treasury Bond Yield Rises to Highest Since 2023

Biztoc.com

10-Year US Treasury Bond Yield Rises to Highest Since 2023

Ataques em Ormuz e na Arábia Saudita soam alerta para nova alta do petróleo

InfoMoney

Ataques em Ormuz e na Arábia Saudita soam alerta para nova alta do petróleo

Nvidia ranks No. 1 on TIME’s 2026 World’s Best Companies list for the second year running

Crypto Briefing

Nvidia ranks No. 1 on TIME’s 2026 World’s Best Companies list for the second year running

Dangote’s Fortune Set to Jump $23 Billion on Refinery IPO

Biztoc.com

Dangote’s Fortune Set to Jump $23 Billion on Refinery IPO

XRP salta un 5,94% hasta USD $1,44 mientras el Senado se prepara para votar la CLARITY Act

Diariobitcoin.com

XRP salta un 5,94% hasta USD $1,44 mientras el Senado se prepara para votar la CLARITY Act

Jeff Bezos Built Amazon Into a $1.8 Trillion Company. Here's How Andy Jassy Is Making It Worth Even More

Biztoc.com

Jeff Bezos Built Amazon Into a $1.8 Trillion Company. Here's How Andy Jassy Is Making It Worth Even More

Wall Street Confronts Prospect of New Era After Treasury Yield Hits 5%

Biztoc.com

Wall Street Confronts Prospect of New Era After Treasury Yield Hits 5%

Un experto cifra en 1,6 millones las vidas salvadas por las vacunas frente al COVID-19 en Europa

Infosalus.com

Un experto cifra en 1,6 millones las vidas salvadas por las vacunas frente al COVID-19 en Europa

Saudi Arabia pipeline outage threatens loss of 4% of global oil supply

Business Standard

Saudi Arabia pipeline outage threatens loss of 4% of global oil supply

Hormuz Risk Opens $40-Plus Price Gap Between Crude Grades

OilPrice.com

Hormuz Risk Opens $40-Plus Price Gap Between Crude Grades

Novos ataques ameaçam reduzir em mais 4% oferta global de petróleo

Globo

Novos ataques ameaçam reduzir em mais 4% oferta global de petróleo

Sunoco Stock Breaks Out; Oil Prices Rise With No Clear End To Hormuz Closure

Biztoc.com

Sunoco Stock Breaks Out; Oil Prices Rise With No Clear End To Hormuz Closure

Trump repeals emissions regulations of fossil-fuel power plants

Scientific American

Trump repeals emissions regulations of fossil-fuel power plants

US-Iran conflict cuts global LNG supply 20%, Asia prices hit 3-year high

Crypto Briefing

US-Iran conflict cuts global LNG supply 20%, Asia prices hit 3-year high

Costco Is Rationing Motor Oil, The Middle East Is In Chaos, And Western Leaders Riding A Train In Ukraine Just Narrowly Avoided A Russian Drone Strike

Theeconomiccollapseblog.com

Costco Is Rationing Motor Oil, The Middle East Is In Chaos, And Western Leaders Riding A Train In Ukraine Just Narrowly Avoided A Russian Drone Strike

EE.UU. venderá 40.000 bombas pesadas a Israel, según el Post

DW (English)

EE.UU. venderá 40.000 bombas pesadas a Israel, según el Post

Startups: IA pode movimentar US$ 4,7 trilhões em lucros corporativos até 2035

Startups.com.br

Startups: IA pode movimentar US$ 4,7 trilhões em lucros corporativos até 2035

In 1936, temperature in 48 states of U.S. peaked during deadly Dust Bowl, 90 years later climate experts sound red flag

The Times of India

In 1936, temperature in 48 states of U.S. peaked during deadly Dust Bowl, 90 years later climate experts sound red flag

三星力挺荷蘭新創 2.31 億美元，助其挑戰輝達 AI 晶片霸主地位

Yahoo Entertainment

三星力挺荷蘭新創 2.31 億美元，助其挑戰輝達 AI 晶片霸主地位

Oil tanker hiring costs exceed $1M per day amid Iran war disruptions

Crypto Briefing

Oil tanker hiring costs exceed $1M per day amid Iran war disruptions

Stocks are in a late-stage bubble and poised to crash 21% next year, while Treasury yields above 5% will signal a new era of tight money, analysts say

Fortune

Stocks are in a late-stage bubble and poised to crash 21% next year, while Treasury yields above 5% will signal a new era of tight money, analysts say

Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth

Biztoc.com

Data Center Boom Accelerates: 3 Top AI Stocks Averaging 296% Forward EPS Growth

Oil tanker explodes after mine collision in Strait of Hormuz: Iran’s Fars

Crypto Briefing

Oil tanker explodes after mine collision in Strait of Hormuz: Iran’s Fars

La guerra de EE.UU. contra Irán ya cuesta USD $38.000 millones y suma USD $3.000 millones al mes

Diariobitcoin.com

La guerra de EE.UU. contra Irán ya cuesta USD $38.000 millones y suma USD $3.000 millones al mes

First Step

Welcome

By signing up, you declare that you agree to our terms of use and privacy policies.

Terms | Privacy

Opportunities Today

Enjoy

Change Language

Your Passport to Global Investments

Ivar recommends Swissquote bank for your international investments. By opening your account through the link below and trading 5 lots or more, you will receive $200 to use on Ivar AI and activate your subscription. Take advantage of this exclusive offer available today!

Offer available for you who have not yet opened your account at Swissquote.
Services available globally except for the following countries: Algeria, Belgium, Canada, China, North Korea, USA, France, Hong Kong, Iran, Iraq, Nigeria, Singapore, Syria, Turkey and 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)

Select Language