https://ed.dev.edwealth.ai/zh-tw/news/post/applied-digital-spends-billions-on-ai-data-centers-most-capacity-pre-revenue2026-07-03T18:03:09.031Zdaily1Edgen Stockzh-Hant2026-07-03T18:03:09.031+00:00Applied Digital 砸數十億美元建造 AI 資料中心，多數產能尚未產生營收https://static.edwealth.ai/news/images/applied-digital-spends-billions-on-ai-data-centers-most-capacity-pre-revenue-20260703.pngApplied Digital 砸數十億美元建造 AI 資料中心，多數產能尚未產生營收 https://ed.dev.edwealth.ai/zh-tw/news/post/lenovo-group-surges-137-ytd-as-ai-server-pipeline-tops-21-billion2026-07-03T18:02:24.783Zdaily1Edgen Stockzh-Hant2026-07-03T18:02:24.783+00:00聯想集團年內飆漲137%，AI伺服器管道突破210億美元https://static.edwealth.ai/news/images/lenovo-group-surges-137-ytd-as-ai-server-pipeline-tops-21-billion-20260703.png聯想集團年內飆漲137%，AI伺服器管道突破210億美元 https://ed.dev.edwealth.ai/zh-tw/news/post/dell-isg-revenue-surges-181-as-ai-server-backlog-hits-513b2026-07-03T18:02:17.656Zdaily1Edgen Stockzh-Hant2026-07-03T18:02:17.656+00:00戴爾ISG營收飆升181%，AI伺服器訂單積壓達513億美元https://static.edwealth.ai/news/images/dell-isg-revenue-surges-181-as-ai-server-backlog-hits-513b-20260703.png戴爾ISG營收飆升181%，AI伺服器訂單積壓達513億美元 https://ed.dev.edwealth.ai/zh-tw/news/post/neugebauer-suspends-proxy-campaign-with-70-of-votes-recorded2026-07-03T17:32:54.468Zdaily1Edgen Stockzh-Hant2026-07-03T17:32:54.468+00:00Neugebauer暫停委託書徵求戰，已記錄70%投票權https://static.edwealth.ai/news/images/neugebauer-suspends-proxy-campaign-with-70-of-votes-recorded-20260703.pngNeugebauer暫停委託書徵求戰，已記錄70%投票權 https://ed.dev.edwealth.ai/zh-tw/news/post/lagarde-says-early-ecb-exit-possible-ahead-of-2027-french-election2026-07-03T16:44:13.927Zdaily1Edgen Stockzh-Hant2026-07-03T16:44:13.927+00:00拉加德：為參選法國總統，不排除2027年前提前辭去歐洲央行總裁職務https://static.edwealth.ai/news/images/lagarde-says-early-ecb-exit-possible-ahead-of-2027-french-election-20260703.png拉加德：為參選法國總統，不排除2027年前提前辭去歐洲央行總裁職務 https://ed.dev.edwealth.ai/zh-tw/news/post/ai-rotation-shifts-from-semiconductors-to-memory-as-1t-flows-reshape-market2026-07-03T16:36:48.615Zdaily1Edgen Stockzh-Hant2026-07-03T16:36:48.615+00:00AI資金輪動從半導體轉向記憶體，1兆美元資金流重塑市場格局https://static.edwealth.ai/news/images/ai-rotation-shifts-from-semiconductors-to-memory-as-1t-flows-reshape-market-20260703.pngAI資金輪動從半導體轉向記憶體，1兆美元資金流重塑市場格局 https://ed.dev.edwealth.ai/zh-tw/news/post/trump-cites-indias-8-growth-in-fresh-attack-on-hostile-fed2026-07-03T16:33:46.106Zdaily1Edgen Stockzh-Hant2026-07-03T16:33:46.106+00:00川普引印度8%經濟增長再批「敵意」聯準會https://static.edwealth.ai/news/images/trump-cites-indias-8-growth-in-fresh-attack-on-hostile-fed-20260703.png川普引印度8%經濟增長再批「敵意」聯準會 https://ed.dev.edwealth.ai/zh-tw/news/post/tesla-caps-ai-spending-at-200-a-week-as-costs-spiral2026-07-03T16:06:24.541Zdaily1Edgen Stockzh-Hant2026-07-03T16:06:24.541+00:00成本飆升，特斯拉將員工AI支出上限設為每週200美元https://static.edwealth.ai/news/images/tesla-caps-ai-spending-at-200-a-week-as-costs-spiral-20260703.png成本飆升，特斯拉將員工AI支出上限設為每週200美元 https://ed.dev.edwealth.ai/zh-tw/news/post/cybersecurity-spending-tops-300b-as-3-etfs-capture-ai-era-demand2026-07-03T16:03:05.607Zdaily1Edgen Stockzh-Hant2026-07-03T16:03:05.607+00:00網路安全支出突破三千億美元，三檔ETF把握AI時代需求https://static.edwealth.ai/news/images/cybersecurity-spending-tops-300b-as-3-etfs-capture-ai-era-demand-20260703.png網路安全支出突破三千億美元，三檔ETF把握AI時代需求 https://ed.dev.edwealth.ai/zh-tw/news/post/ubs-says-ai-infrastructure-stocks-outpaced-hyperscalers-6-to-12026-07-03T16:03:05.000Zdaily1Edgen Stockzh-Hant2026-07-03T16:03:05.000+00:00瑞銀：AI基礎建設股表現超越超大規模業者，幅度高達6比1https://static.edwealth.ai/news/images/ubs-says-ai-infrastructure-stocks-outpaced-hyperscalers-6-to-1-20260703.png瑞銀：AI基礎建設股表現超越超大規模業者，幅度高達6比1 https://ed.dev.edwealth.ai/zh-tw/news/post/ecolab-closes-475b-coolit-deal-targets-4b-high-tech-sales-by-20302026-07-03T15:37:06.818Zdaily1Edgen Stockzh-Hant2026-07-03T15:37:06.818+00:00藝康完成47.5億美元CoolIT收購，目標2030年高科技業務銷售達40億美元https://static.edwealth.ai/news/images/ecolab-closes-475b-coolit-deal-targets-4b-high-tech-sales-by-2030-20260703.png藝康完成47.5億美元CoolIT收購，目標2030年高科技業務銷售達40億美元 https://ed.dev.edwealth.ai/zh-tw/news/post/ishares-south-korea-and-taiwan-etfs-surge-past-100-in-chip-rally2026-07-03T15:35:00.176Zdaily1Edgen Stockzh-Hant2026-07-03T15:35:00.176+00:00iShares 南韓與台灣 ETF 因晶片股漲勢飆升逾 100%https://static.edwealth.ai/news/images/ishares-south-korea-and-taiwan-etfs-surge-past-100-in-chip-rally-20260703.pngiShares 南韓與台灣 ETF 因晶片股漲勢飆升逾 100% https://ed.dev.edwealth.ai/zh-tw/news/post/rivian-insider-selling-masks-1b-volkswagen-vote-of-confidence2026-07-03T15:34:21.252Zdaily1Edgen Stockzh-Hant2026-07-03T15:34:21.252+00:00Rivian內部人士賣股掩蓋福斯10億美元信心投票https://static.edwealth.ai/news/images/rivian-insider-selling-masks-1b-volkswagen-vote-of-confidence-20260703.pngRivian內部人士賣股掩蓋福斯10億美元信心投票 https://ed.dev.edwealth.ai/zh-tw/news/post/bae-systems-led-venture-wins-614-billion-stealth-fighter-contract2026-07-03T15:32:41.419Zdaily1Edgen Stockzh-Hant2026-07-03T15:32:41.419+00:00BAE Systems領銜合資企業贏得61.4億美元隱形戰機合約https://static.edwealth.ai/news/images/bae-systems-led-venture-wins-614-billion-stealth-fighter-contract-20260703.pngBAE Systems領銜合資企業贏得61.4億美元隱形戰機合約 https://ed.dev.edwealth.ai/zh-tw/news/post/apple-intelligence-upgrade-intent-drops-to-24-as-foldable-iphone-nears2026-07-03T15:03:59.617Zdaily1Edgen Stockzh-Hant2026-07-03T15:03:59.617+00:00蘋果AI升級意願降至24%，折疊iPhone即將登場https://static.edwealth.ai/news/images/apple-intelligence-upgrade-intent-drops-to-24-as-foldable-iphone-nears-20260703.png蘋果AI升級意願降至24%，折疊iPhone即將登場 https://ed.dev.edwealth.ai/zh-tw/news/post/macroresearchboard-warns-us-stocks-face-2-risks-ai-and-rising-yields2026-07-03T15:03:43.409Zdaily1Edgen Stockzh-Hant2026-07-03T15:03:43.409+00:00宏觀研究委員會警告美國股市面臨兩大風險：AI與殖利率攀升https://static.edwealth.ai/news/images/macroresearchboard-warns-us-stocks-face-2-risks-ai-and-rising-yields-20260703.png宏觀研究委員會警告美國股市面臨兩大風險：AI與殖利率攀升 https://ed.dev.edwealth.ai/zh-tw/news/post/walmart-and-google-bring-gemini-agentic-shopping-to-4600-stores2026-07-03T14:36:03.984Zdaily1Edgen Stockzh-Hant2026-07-03T14:36:03.984+00:00沃爾瑪攜手Google Gemini，AI購物代理進駐4600家門市https://static.edwealth.ai/news/images/walmart-and-google-bring-gemini-agentic-shopping-to-4600-stores-20260703.png沃爾瑪攜手Google Gemini，AI購物代理進駐4600家門市 https://ed.dev.edwealth.ai/zh-tw/news/post/vivendi-faces-fresh-eu-antitrust-charges-over-lagardere-deal2026-07-03T14:32:31.179Zdaily1Edgen Stockzh-Hant2026-07-03T14:32:31.179+00:00維旺迪因拉加代爾交易面臨歐盟新反壟斷指控https://static.edwealth.ai/news/images/vivendi-faces-fresh-eu-antitrust-charges-over-lagardere-deal-20260703.png維旺迪因拉加代爾交易面臨歐盟新反壟斷指控 https://ed.dev.edwealth.ai/zh-tw/news/post/nike-gets-buy-rating-with-25-upside-after-brutal-40-selloff2026-07-03T14:32:26.778Zdaily1Edgen Stockzh-Hant2026-07-03T14:32:26.778+00:00Nike獲「買入」評級，目標價上看25%漲幅，此前股價慘跌40%https://static.edwealth.ai/news/images/nike-gets-buy-rating-with-25-upside-after-brutal-40-selloff-20260703.pngNike獲「買入」評級，目標價上看25%漲幅，此前股價慘跌40% https://ed.dev.edwealth.ai/zh-tw/news/post/spacex-starlink-targets-740-billion-mobile-market-with-satellite-phones2026-07-03T14:07:44.951Zdaily1Edgen Stockzh-Hant2026-07-03T14:07:44.951+00:00SpaceX Starlink 瞄準七千四百億美元手機市場，衛星電話顛覆電信業https://static.edwealth.ai/news/images/spacex-starlink-targets-740-billion-mobile-market-with-satellite-phones-20260703.pngSpaceX Starlink 瞄準七千四百億美元手機市場，衛星電話顛覆電信業