📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 三星預計 2027 年芯片短缺將加劇，並持續至 2028 年 - $美光科技(MU.US) $閃迪(SNDK.US) $SK海力士(SKHY.US) $西部數據(WDC.US) $希捷科技(STX.US)
三星電子表示，與今年相比，芯片供應短缺將在 2027 年惡化，並可能持續到 2028 年。該公司警告稱，由於從新建晶圓廠到晶圓生產需要 3.5 年以上的時間，短期內供應無法大幅增加，因此即使行業資本支出更高，也不太可能在 2028 年之前帶來大幅的供應增長。三星還表示，生成式 AI 的普及推動了令牌消耗的激增，大幅提高了對 AI 服務器內存的需求，並將通用服務器內存需求提升至前所未有的水平，導致行業產能遠遠無法滿足客户需求。
Hardik Shah
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: 三星公佈創紀錄的 Q2 營業利潤，AI 內存需求持續強勁 - $美光科技(MU.US) $閃迪(SNDK.US) $西部數據(WDC.US) $SK海力士(SKHY.US) $希捷科技(STX.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 三星報告 Q2 營業利潤創下₩89.4 萬億韓元的歷史新高。➤ 營業利潤超過分析師預估的₩88.13 萬億韓元。➤ 營收達到₩171 萬億韓元，低於預期的₩172.65 萬億韓元。➤ 營業利潤同比激增 1,813.8%。➤ 營收較上年同期增長 130%。➤ 營業利潤環比增長 56.37%。➤ 營收環比增長 28.11%。➤ 強勁的 AI 內存需求繼續推動芯片業務增長。➤ 三星最近擴大了與博通（Broadcom）的戰略伙伴關係。👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 證實了 AI 內存需求仍是半導體行業的主要增長驅動力。➤ 積極的結果支持 AI 芯片供應商的投資前景。➤ 凸顯了三星在 AI 內存領域相對於 SK 海力士（SK Hynix）的競爭優勢。➤ 強勁的盈利能力可能支持其在內存和代工領域的持續擴張投資。
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📢 最新消息：美國軍方起草了對伊朗為期最多兩週的密集空襲計劃；特朗普正在權衡這一決定——《華爾街日報》
《華爾街日報》報道，上週在 “空軍一號” 上，特拉華州停機坪上，特朗普總統與最高戰爭顧問團舉行了緊急會談——包括參聯會主席丹·凱恩將軍、國防部長赫格塞思以及中央司令部司令布拉德·庫珀上將。庫珀起草了一項為期最多兩週的懲罰性空中戰役計劃；在週二伊朗發動導彈襲擊後，特朗普承諾進行報復，但正在權衡是否批准庫珀提出的旨在削弱伊朗導彈能力的 10 至 14 天密集打擊計劃。軍方表示，該計劃將減少美國對防禦性彈藥的需求，但這伴隨着防空彈藥庫存告急的警告——這與保留外交空間的有限打擊方案形成對比。《華爾街日報》稱，庫珀的高強度選項旨在急劇升級局勢，打破此前針鋒相對的空襲僵局。
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $ImmunityBio(IBRX.US) ImmunityBio's ANKTIVA Wins Broad UAE Approval for Bladder and Lung Cancer
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗨𝗔𝗘 grants marketing authorization for 𝗔𝗡𝗞𝗧𝗜𝗩𝗔 across two cancer indications.➤ Authorization expands ANKTIVA's global regulatory footprint to 𝟯𝟰 𝗰𝗼𝘂𝗻𝘁𝗿𝗶𝗲𝘀.➤ UAE becomes the 𝟱𝘁𝗵 regulatory jurisdiction to approve ANKTIVA.➤ Approval includes the broadest 𝗕𝗖𝗚-𝘂𝗻𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝘃𝗲 𝗡𝗠𝗜𝗕𝗖 label to date.➤ First global approval covering 𝗖𝗜𝗦 with or without papillary tumors and papillary-only disease.➤ ANKTIVA also approved for metastatic 𝗡𝗦𝗖𝗟𝗖 after checkpoint inhibitor failure.➤ NMIBC trial achieved 𝟳𝟭% complete response rate in CIS patients.➤ Papillary-only cohort reported 𝟱𝟴.𝟮% 12-month disease-free survival.➤ NSCLC study reported median overall survival of 𝟭𝟰.𝟲 𝗺𝗼𝗻𝘁𝗵𝘀.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands commercial opportunity with approvals across 𝟯𝟰 𝗰𝗼𝘂𝗻𝘁𝗿𝗶𝗲𝘀.➤ Broad NMIBC label could significantly increase ANKTIVA's eligible patient population.➤ Adds a new treatment option for patients with limited post-BCG or post-checkpoint therapies.➤ Strengthens 𝗜𝗺𝗺𝘂𝗻𝗶𝘁𝘆𝗕𝗶𝗼's global regulatory and commercialization strategy.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗣𝗮𝘁𝗿𝗶𝗰𝗸 𝗦𝗼𝗼𝗻-𝗦𝗵𝗶𝗼𝗻𝗴, 𝗠.𝗗., Founder, Executive Chairman and Global Chief Medical and Scientific Officer of ImmunityBio:“For patients with BCG-unresponsive bladder cancer, the choice has too often been between losing the bladder and running out of options. This approval by the Emirates Drug Establishment is the first in the world to reach across the entire spectrum of non-muscle invasive bladder cancer from carcinoma in situ with or without papillary tumors, and, for the first time, papillary disease alone. Since the National Cancer Institute ranked IL-15 as the number one priority cytokine for cancer immunotherapy in 2007, we have worked to translate that biology into an immunotherapy that activates the trifecta of natural killer cells, CD8+ killer T cells, and memory T cells to deliver durable responses. That same immunological backbone now extends to lung cancer, where ANKTIVA, by stimulating NK cells which target tumor cells that have lost MHC-I T cell receptors, can restore the immune response in patients whose disease has progressed on checkpoint therapy. This approval in lung cancer patients who failed checkpoint inhibitors supports the evidence that the MHC-I receptor is lost in patients who progressed on checkpoint inhibitors.”
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$Meta(META.US) | Evercore ISI 重申對 Meta 的 ‘跑贏大盤’ 評級，維持目標價 930 美元，‘這些是 Meta 非常紮實的業績，基本面強勁’
分析師認為 Meta 第二季度業績非常紮實，強調 Meta 是互聯網板塊中規模最大、增長最快的廣告平台。
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: 特朗普：將猛烈打擊伊朗，現在輪到我們要出手了 - $QQQ $SPY $USO
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📢 最新消息：美國對與伊朗有關的油輪實施制裁。 - $QQQ $SPY $USO
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $美國電話電報(T.US) AT&T Internet Air 用户數突破 200 萬
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ AT&T Internet Air 用户數超過 200 萬。➤ 服務在約一年內新增 100 萬客户。➤ 首個 100 萬用户耗時約兩年達成。➤ 超過 100 萬用户同時使用 AT&T 無線服務。➤ 融合套餐客户佔 Internet Air 用户基礎的 50% 以上。➤ AT&T 將於下個月開始在零售門店銷售 Internet Air。➤ 客户可當天帶走 Internet Air 設備。➤ 捆綁套餐起價為每月 35 美元，需搭配符合條件的 AT&T 無線服務。👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 表明對固定無線寬帶的加速需求。➤ 更高的無線捆綁率可提高客户留存率和收入。➤ 零售渠道的可用性可能進一步加速淨增用户。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:AT&T 寬帶產品開發副總裁 Josh Goodell：“人們希望從值得信賴的服務商那裏獲得簡單的互聯網服務，而 AT&T Internet Air 正是如此。今天的里程碑表明它深受客户喜愛，當它與 AT&T 無線服務搭配使用時，我們看到了行業領先的滿意度。”H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Upstart(UPST.US) Upstart Secures $𝟰 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 Castlelake Consumer Loan Funding Agreement
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗨𝗽𝘀𝘁𝗮𝗿𝘁 signs a new multi-year funding agreement with 𝗖𝗮𝘀𝘁𝗹𝗲𝗹𝗮𝗸𝗲.➤ Castlelake will purchase up to $𝟰 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in consumer loans.➤ Funding will support loans originated over up to 𝟮𝟰 𝗺𝗼𝗻𝘁𝗵𝘀.➤ Agreement is the 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 partnership between Upstart and Castlelake.➤ Deal expands a relationship that began in 𝟮𝟬𝟮𝟯.➤ Loans will be acquired through a new 𝗳𝗼𝗿𝘄𝗮𝗿𝗱-𝗳𝗹𝗼𝘄 arrangement.➤ Castlelake has invested approximately $𝟮𝟵 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 in consumer and SMB lending since 2015.➤ Agreement strengthens institutional funding for Upstart's AI lending marketplace.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands 𝗨𝗽𝘀𝘁𝗮𝗿𝘁'𝘀 long-term funding capacity for loan originations.➤ Demonstrates continued institutional confidence in 𝗔𝗜-𝗱𝗿𝗶𝘃𝗲𝗻 underwriting.➤ Reduces funding uncertainty as loan demand scales.➤ Reinforces growing adoption of private credit in consumer lending.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗦𝗮𝗻𝗷𝗮𝘆 𝗗𝗮𝘁𝘁𝗮, President, Capital & Enterprise at Upstart:"Our relationship with Castlelake has grown alongside the evolution of our marketplace, and this expanded commitment reflects the value of that long-term collaboration. Their continued confidence in our platform is a source of great pride and reinforces the strength of Upstart’s underwriting capabilities and the durability of the credit we originate."𝗝𝗼𝗵𝗻 𝗟𝘂𝗻𝗱𝗾𝘂𝗶𝘀𝘁, Partner, Specialty Finance at Castlelake:"This new commitment reflects our continued belief in the durability of Upstart consumer installment loans as attractive risk-adjusted exposure for our investors. In our view, this new agreement also recognizes what we view as consistency in Upstart’s originations across prior transactions and market environments."
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: CleanCore 與 Cerebras 簽署價值高達 30 億美元的 AI 數據中心協議 - $Cleancore Solutions - B(ZONE.US) $Cerebras(CBRS.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ CleanCore 與 Cerebras 簽署了為期 10 年的機櫃租賃協議。➤ 初始合同價值約為 8 億美元。➤ 兩個續期選項可能使總價值超過 30 億美元。➤ 明尼蘇達州園區將提供 55 MW 公用事業電力和 40 MW IT 負載。➤ 約 20 MW 的公用事業電力已通電。➤ 預計初始收入將於 2027 年第一季度開始。➤ 該設施將 100% 預租給 Cerebras。➤ CleanCore 預計將擁有該項目近 80% 的股份。➤ 公司表示其 AI 數據中心管道在美國超過 500 MW。👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ 通過數十億美元的客户協議，確保長期的 AI 基礎設施需求。➤ 在 AI 需求上升的背景下，加強 Cerebras 的計算能力擴張。➤ 通過專用超大規模容量擴展美國 AI 數據中心基礎設施。➤ 凸顯企業在 AI 計算和數字基礎設施方面的持續投資。👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:CleanCore CEO Tyler Hassen 表示："這一第二項開發標誌着我們在推進關鍵數字基礎設施組合方面的重要里程碑，旨在為 Cerebras 和其他頂級 AI 公司保障計算能力。"
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$英特爾 | 美銀證券維持𝐈𝐧𝐭𝐞𝐥買入評級，維持目標價$𝟏𝟔𝟎
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$偉創力國際(FLEX.US) | Flex Ltd. 普通股，2027 年第一季度財報
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$Bloom Energy(BE.US) | Clear Street 將 Bloom Energy 評級從持有上調至買入，目標價設為 290 美元
分析師認為近期的回調是買入機會，視股票拋壓為暫時性，並看好其到 2028 年的清晰增長軌跡。
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $Red Cat(RCAT.US) Red Cat Expands Defense Drone Capabilities Through SPiDRWORX Partner Integrations
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗲𝗱 𝗖𝗮𝘁 advanced its 𝗦𝗣𝗶𝗗𝗥𝗪𝗢𝗥𝗫 innovation strategy after successful validation tests.➤ SPiDRWORX validated partner technologies on 𝗕𝗹𝗮𝗰𝗸 𝗪𝗶𝗱𝗼𝘄 and 𝗧𝗲𝗮𝗹 𝟮 drones.➤ 𝗛𝗼𝘃𝗲𝗿𝗳𝗹𝘆 extended Black Widow's communications range using tethered UAS.➤ 𝗦𝗮𝗳𝗲 𝗣𝗿𝗼 𝗚𝗿𝗼𝘂𝗽 demonstrated AI-powered threat detection from drone imagery.➤ 𝗣𝗮𝗹𝗮𝗻𝘁𝗶𝗿 tested vision-based navigation for GPS-denied environments.➤ 𝗩𝗶𝗴𝗶𝗹𝗮𝗿𝗲 𝗔𝗜 validated voice-controlled drone operations on Teal 2.➤ 𝗥𝗲𝘃𝗲𝗮𝗹 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 expanded 3D mapping and photogrammetry testing.➤ SPiDRWORX will continue integrating partner technologies across Red Cat's 𝗙𝗮𝗺𝗶𝗹𝘆 𝗼𝗳 𝗦𝘆𝘀𝘁𝗲𝗺𝘀.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens Red Cat's drone ecosystem with best-in-class defense technologies.➤ Expands autonomous capabilities for military, government, and public safety missions.➤ Demonstrates faster deployment of mission-ready innovations through industry partnerships.➤ Positions Red Cat to compete for next-generation defense and national security contracts.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗝𝗮𝘀𝗼𝗻 𝗚𝘂𝗻𝘁𝗲𝗿, Vice President of Technology and Innovation at Red Cat:“SPiDRWORX exists to move promising technology from idea to validated capability. That means working directly with partners, embedding with our product teams, testing in realistic environments, and making sure every integration solves a real operational need. The goal is not innovation for innovation’s sake. The goal is giving users more effective tools at the tactical edge.”
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📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $格芯(GFS.US) GlobalFoundries Signs LOI for $𝟯𝟬𝟬 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 CHIPS R&D Award to Advance AI Photonics - $AMD(AMD.US) $英偉達(NVDA.US) $微軟(MSFT.US) $Meta(META.US) $博通(AVGO.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗹𝗼𝗯𝗮𝗹𝗙𝗼𝘂𝗻𝗱𝗿𝗶𝗲𝘀 signs LOI for a $𝟯𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 CHIPS R&D award.➤ Funding will accelerate next-generation 𝘀𝗶𝗹𝗶𝗰𝗼𝗻 𝗽𝗵𝗼𝘁𝗼𝗻𝗶𝗰𝘀 development for AI infrastructure.➤ R&D focuses on 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀, wafer technologies, and advanced packaging.➤ Program supports 𝗻𝗲𝗮𝗿-𝗽𝗮𝗰𝗸𝗮𝗴𝗲𝗱 and 𝗰𝗼-𝗽𝗮𝗰𝗸𝗮𝗴𝗲𝗱 optics deployment.➤ Commerce Department will receive approximately 𝟭% equity ownership in GlobalFoundries.➤ Initiative builds on GF's 𝗦𝗖𝗔𝗟𝗘™ silicon photonics platform.➤ Platform targets 𝟰𝟬𝟬𝗚𝗯/𝘀 performance and 𝟱𝘅 greater energy efficiency.➤ R&D and manufacturing will leverage GF facilities in 𝗡𝗲𝘄 𝗬𝗼𝗿𝗸 and 𝗩𝗲𝗿𝗺𝗼𝗻𝘁.➤ Industry leaders including 𝗔𝗠𝗗, 𝗡𝗩𝗜𝗗𝗜𝗔, 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁, 𝗠𝗲𝘁𝗮, and 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 backed the initiative.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens U.S. leadership in AI chips, optical networking, and semiconductor manufacturing.➤ Silicon photonics is becoming essential to scaling next-generation AI data centers.➤ Faster optical interconnects reduce power consumption and eliminate data movement bottlenecks.➤ Reinforces domestic AI supply chains through government and industry collaboration.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗛𝗼𝘄𝗮𝗿𝗱 𝗟𝘂𝘁𝗻𝗶𝗰𝗸, U.S. Secretary of Commerce:“With today’s compute supply chain investments, the Trump Administration is accelerating America’s innovation engine. These strategic investments will enhance our country’s domestic capabilities, create high-paying jobs and keep America at the forefront of the semiconductor industry.”𝗕𝗶𝗹𝗹 𝗙𝗿𝗮𝘂𝗲𝗻𝗵𝗼𝗳𝗲𝗿, Executive Director for Semiconductor Innovation and Investment, U.S. Department of Commerce:“The CHIPS R&D incentives will support a breakthrough in compute and communication networks moving past traditional copper bottlenecking to power next-generation AI. Accelerating R&D for domestic photonics capabilities and advanced packaging provides American industry the extreme bandwidth and energy efficiency to scale complex AI workloads securely and rapidly.”𝗧𝗶𝗺 𝗕𝗿𝗲𝗲𝗻, CEO of GlobalFoundries:“Silicon photonics is essential to AI infrastructure. For a decade, the industry talked about the shift from copper to optical as something that was coming — today it is here, moving data at higher bandwidth and improved power efficiency as workloads grow more complex. GlobalFoundries has spent more than a decade building the technology, footprint and ecosystem to lead this transition, and we have the proven manufacturing foundation to scale it — in the United States — accelerating technology leadership for generations to come. We are proud to deepen our partnership with the U.S. Government, and the CHIPS R&D Office in particular, to accelerate our programs.”𝗚𝗿𝗲𝗴𝗴 𝗕𝗮𝗿𝘁𝗹𝗲𝘁𝘁, Chief Technology Officer of GlobalFoundries:“As we accelerate development of next-generation optical materials and co-packaged optics, GF is building on our already qualified portfolio of photonic devices, proven 3D hybrid bonding and advanced packaging expertise, combined with our manufacturing scale to bring near-packaged and co-packaged optics to high volume — putting our customers on a direct, U.S.-based path to scaling optical connectivity for tomorrow’s AI systems.”𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴, Founder and CEO of NVIDIA:“Rebuilding our supply chains is critical to the new industrial revolution. Scaling US manufacturing requires advances across chips, networking, optics, software, and manufacturing. Silicon photonics is essential to that future, and GlobalFoundries brings the manufacturing expertise to help make it real in the United States.
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$福特汽車(F.US) | 福特汽車公司，2026 年第二季度財報
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: $谷歌-A(GOOGL.US) Google reportedly pledged up to $44 billion in guarantees for data‑center leases
據《信息》報道，谷歌上週同意在租户違約時，為高達 440 億美元的第三方數據中心租賃付款提供擔保。這一金額高於截至 9 月底的約 65 億美元，反映出谷歌支持向包括 Anthropic 在內的客户出售其 TPU，作為 NVIDIA 芯片的替代方案。消息人士稱，Alphabet 已為大約 10 個項目中的 2.4 GW 容量提供了租賃擔保；這些站點尚未完工，擔保尚未生效。公司高管表示，他們預計 TPU 收入將超過由這些擔保產生的財務義務。