Personal Investment Agent

每日投資儀表板

2026-10-04 · 產生時間 2026-10-04 08:01 UTC

Risk On未偵測到重大事件

市場狀態

S&P 500 SPY

Risk On

高於 MA200

收盤 769.64 · MA200 720.47

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 749.58 · MA200 668.60

重大事件偵測

指標	最新收盤	前一收盤	單日變動	門檻	狀態
VIX (^VIX)	15.31	16.39	-6.59%	+25%	正常
Nasdaq 100 ETF (QQQ)	749.58	742.03	+1.02%	-3%	正常
S&P 500 ETF (SPY)	769.64	763.99	+0.74%	-2.5%	正常
US 10Y Yield (^TNX)	5.28	5.24	+0.4 bps	+25 bps	正常

系統訊號 — 持股檢查

NVDA Nvidia

核心 / 成長期（初升段） · 收盤 233.95 · MA20 223.79 · MA50 218.28 · 前低 208.93 · 前高 234.76

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 233.95 仍在 MA200 200.71 之上，長期趨勢正常。

AVGO Broadcom

核心 / 整理/中性 · 收盤 355.14 · MA20 354.10 · MA50 373.22 · 前低 335.81 · 前高 366.55

持有

規則: core_long_trend_break
建議動作: 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
原因: 核心持股收盤價 355.14 跌破 MA200 367.50，長期趨勢轉弱。

MU Micron

波段 / 成長期（初升段） · 收盤 1,074.89 · MA20 1,025.00 · MA50 956.05 · 前低 902.60 · 前高 1,108.72

持有

規則: healthy_trend
建議動作: 持有。
原因: 收盤價 1074.89 > MA20 1025.00 > MA50 956.05，趨勢健康。

PLTR Palantir

核心 / 成長期（初升段） · 收盤 188.75 · MA20 180.19 · MA50 169.78 · 前低 164.55 · 前高 194.68

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 188.75 仍在 MA200 152.10 之上，長期趨勢正常。

TSLA Tesla

核心 / 主升段 · 收盤 370.59 · MA20 364.87 · MA50 347.58 · 前低 354.05 · 前高 386.83

持有

規則: core_long_trend_break
建議動作: 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
原因: 核心持股收盤價 370.59 跌破 MA200 393.18，長期趨勢轉弱。

GOOG Alphabet

核心 / 整理/中性 · 收盤 340.35 · MA20 339.27 · MA50 341.77 · 前低 325.63 · 前高 359.98

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 340.35 仍在 MA200 337.39 之上，長期趨勢正常。

QQQ Nasdaq 100 ETF

核心 / 成長期（初升段） · 收盤 749.58 · MA20 727.78 · MA50 716.82 · 前低 700.00 · 前高 748.35

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 749.58 仍在 MA200 668.60 之上，長期趨勢正常。 ⚠️ 前高 748.35 已突破但未達確認門檻（僅連續 1/2 根收盤、幅度 0.16% 未超過 2.0% 門檻），依雜訊過濾規則暫不視為有效訊號。

2330.TW 台積電

核心 / 成長期（初升段） · 收盤 2,500.00 · MA20 2,448.25 · MA50 2,403.90 · 前低 2,375.00 · 前高 2,505.00

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 2500.00 仍在 MA200 2105.43 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 成長期（初升段） · 收盤 4,950.00 · MA20 4,765.25 · MA50 4,219.40 · 前低 4,430.00 · 前高 5,480.00

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 4950.00 仍在 MA200 2967.40 之上，長期趨勢正常。

2308.TW 台達電

核心 / 成長期（初升段） · 收盤 1,885.00 · MA20 1,792.50 · MA50 1,761.40 · 前低 1,560.00 · 前高 1,965.00

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 1885.00 仍在 MA200 1656.77 之上，長期趨勢正常。

3167.TWO 大量

波段 / 資料不足 · 收盤 N/A · MA20 N/A · MA50 N/A · 前低 N/A · 前高 N/A

持有

規則: insufficient_data
建議動作: 暫不動作，先人工確認資料品質。
原因: 資料不足，無法完整套用趨勢規則：close、ma50、volume、vol_avg20、prior_swing_low、prior_swing_high

NVTS Navitas Semiconductor

波段 / 整理/中性 · 收盤 12.40 · MA20 11.65 · MA50 12.03 · 前低 10.27 · 前高 12.63

持有

規則: fallback_hold_review
建議動作: 持有，並列入人工確認。
原因: 未觸發出場、減碼或加碼條件，但趨勢排列不完全健康。

系統訊號 — 候選股檢查

MRVL Marvell

收盤 272.29 · MA20 246.18 · MA50 226.73 · 前低 200.62 · 前高 241.88

持有

規則: watchlist_healthy_no_entry
建議動作: 觀察，不追價。
原因: 候選股趨勢健康（收盤價 272.29 > MA20 246.18 > MA50 226.73），但尚未突破前高。

AMD Advanced Micro Devices

收盤 633.91 · MA20 566.49 · MA50 513.53 · 前低 440.50 · 前高 491.12

持有

規則: watchlist_healthy_no_entry
建議動作: 觀察，不追價。
原因: 候選股趨勢健康（收盤價 633.91 > MA20 566.49 > MA50 513.53），但尚未突破前高。

NET Cloudflare

收盤 349.07 · MA20 332.67 · MA50 307.73 · 前低 269.30 · 前高 367.43

持有

規則: watchlist_healthy_no_entry
建議動作: 觀察，不追價。
原因: 候選股趨勢健康（收盤價 349.07 > MA20 332.67 > MA50 307.73），但尚未突破前高。

SPCX SpaceX

收盤 158.96 · MA20 150.13 · MA50 138.96 · 前低 142.87 · 前高 158.13

持有

規則: watchlist_healthy_no_entry
建議動作: 觀察，不追價。
原因: 候選股趨勢健康（收盤價 158.96 > MA20 150.13 > MA50 138.96），但尚未突破前高。 ⚠️ 前高 158.13 已突破但未達確認門檻（僅連續 1/2 根收盤、幅度 0.52% 未超過 2.0% 門檻），依雜訊過濾規則暫不視為有效訊號。

SKHY SK Hynix

收盤 195.13 · MA20 186.41 · MA50 166.55 · 前低 172.23 · 前高 196.48

持有

規則: watchlist_healthy_no_entry
建議動作: 觀察，不追價。
原因: 候選股趨勢健康（收盤價 195.13 > MA20 186.41 > MA50 166.55），但尚未突破前高。

2344.TW 華邦電

收盤 179.00 · MA20 174.22 · MA50 170.14 · 前低 158.50 · 前高 192.00

持有

規則: watchlist_healthy_no_entry
建議動作: 觀察，不追價。
原因: 候選股趨勢健康（收盤價 179.00 > MA20 174.22 > MA50 170.14），但尚未突破前高。

持股 vs 均線（MA20 / MA50 / MA200）

NVDA Nvidia

AVGO Broadcom

MU Micron

PLTR Palantir

TSLA Tesla

GOOG Alphabet

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

NVTS Navitas Semiconductor

標的新聞摘要

NVDA Nvidia

Nvidia Stock (NVDA) Hits a New All-Time High – Wall Street Still Sees 39% Upside - TipRanks
TipRanks · 2026-10-04 07:19 UTC
Nvidia Stock (NVDA) Hits a New All-Time High – Wall Street Still Sees 39% Upside TipRanks
來源連結
How Nvidia, Micron and a surprising jobs report drove last week's stock action - CNBC
CNBC · 2026-10-03 15:06 UTC
How Nvidia, Micron and a surprising jobs report drove last week's stock action CNBC
來源連結
How much Nvidia stock does CEO Jensen Huang actually own? - thestreet.com
thestreet.com · 2026-10-03 13:53 UTC
How much Nvidia stock does CEO Jensen Huang actually own? thestreet.com
來源連結

AVGO Broadcom

AVGO Stock Inches Higher — Broadcom Reportedly Eyes Nearly $100B Debt Package To Fund AI Infrastructure Expansion - stocktwits.com
stocktwits.com · 2026-10-03 18:12 UTC
AVGO Stock Inches Higher — Broadcom Reportedly Eyes Nearly $100B Debt Package To Fund AI Infrastructure Expansion stocktwits.com
來源連結
Should You Forget Palantir and Buy These 2 Artificial Intelligence (AI) Stocks Instead? - The Motley Fool
The Motley Fool · 2026-10-03 11:59 UTC
Should You Forget Palantir and Buy These 2 Artificial Intelligence (AI) Stocks Instead? The Motley Fool
來源連結
If You'd Invested $1,000 in Broadcom's 2009 IPO, Here's How Much You'd Have Today - Yahoo Finance
Yahoo Finance · 2026-10-03 10:35 UTC
If You'd Invested $1,000 in Broadcom's 2009 IPO, Here's How Much You'd Have Today Yahoo Finance
來源連結

MU Micron

Micron: The Memory Equity Cycle Is At Its Zenith - Seeking Alpha
Seeking Alpha · 2026-10-03 13:32 UTC
Micron: The Memory Equity Cycle Is At Its Zenith Seeking Alpha
來源連結
Micron, Nike, Meta and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week - Benzinga
Benzinga · 2026-10-03 12:30 UTC
Micron, Nike, Meta and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week Benzinga
來源連結
Bank of America resets Micron stock forecast as AI ‘memory tax’ rises - thestreet.com
thestreet.com · 2026-10-03 11:07 UTC
Bank of America resets Micron stock forecast as AI ‘memory tax’ rises thestreet.com
來源連結

PLTR Palantir

Palantir (PLTR) Stock Soars 30% After Record Earnings, AI Demand and Guidance Boost - TradingKey
TradingKey · 2026-10-03 15:20 UTC
Palantir (PLTR) Stock Soars 30% After Record Earnings, AI Demand and Guidance Boost TradingKey
來源連結
Why you need to buy Palantir stock before October 31, 2026 - Finbold
Finbold · 2026-10-03 14:09 UTC
Why you need to buy Palantir stock before October 31, 2026 Finbold
來源連結
Should You Forget Palantir and Buy These 2 Artificial Intelligence (AI) Stocks Instead? - The Motley Fool
The Motley Fool · 2026-10-03 11:59 UTC
Should You Forget Palantir and Buy These 2 Artificial Intelligence (AI) Stocks Instead? The Motley Fool
來源連結

TSLA Tesla

Tesla Futures Margins - CME Group
CME Group · 2026-10-03 22:18 UTC
Tesla Futures Margins CME Group
來源連結
In 2013, A Los Angeles Engineer Spent $19,000 On His First Tesla Shares. He Survived A 2018 Margin Call And A 76% Crash In 2023. Here's What Investors Can Learn From The Wild Story Of Jason DeBolt's $19,000 Purchase Turning Into $2.8 Million. - 24/7 Wall St.
24/7 Wall St. · 2026-10-03 19:52 UTC
In 2013, A Los Angeles Engineer Spent $19,000 On His First Tesla Shares. He Survived A 2018 Margin Call And A 76% Crash In 2023. Here's What Investors Can Learn From The Wild Story Of Jason DeBolt's $19,000 Purchase Turning Into $2.8 Million. 24/7 Wall St.
來源連結
Elon Musk Hints at Tesla-SpaceX Merger: “Who Can Imagine What Action One Might Take” - Yahoo Finance
Yahoo Finance · 2026-10-03 13:15 UTC
Elon Musk Hints at Tesla-SpaceX Merger: “Who Can Imagine What Action One Might Take” Yahoo Finance
來源連結

GOOG Alphabet

Better Quantum Computing Stock: Alphabet vs. IonQ - Yahoo Finance
Yahoo Finance · 2026-10-04 06:05 UTC
Better Quantum Computing Stock: Alphabet vs. IonQ Yahoo Finance
來源連結
Better Artificial Intelligence Stock: Alphabet vs. Meta Platforms - The Motley Fool
The Motley Fool · 2026-10-04 01:46 UTC
Better Artificial Intelligence Stock: Alphabet vs. Meta Platforms The Motley Fool
來源連結
Alphabet Inc - GOOGL 6 1/4 05/15/29 (NASDAQ:GOOGM): A Quality Investing Standout - ChartMill
ChartMill · 2026-10-03 12:41 UTC
Alphabet Inc - GOOGL 6 1/4 05/15/29 (NASDAQ:GOOGM): A Quality Investing Standout ChartMill
來源連結

QQQ Nasdaq 100 ETF

QQQ Oct 2026 709.000 put (QQQ261002P00709000) stock price, news, quote and history - Yahoo Finance UK
Yahoo Finance UK · 2026-10-03 10:49 UTC
QQQ Oct 2026 709.000 put (QQQ261002P00709000) stock price, news, quote and history Yahoo Finance UK
來源連結

2330.TW 台積電

台積電將成2027年最大贏家！外媒分析曝驚人理由股價上看這數字 - 自由財經
自由財經 · 2026-10-03 12:01 UTC
台積電將成2027年最大贏家！外媒分析曝驚人理由股價上看這數字自由財經
來源連結

2454.TW 聯發科

今日未找到重要新聞。

2308.TW 台達電

今日未找到重要新聞。

3167.TWO 大量

今日未找到重要新聞。

NVTS Navitas Semiconductor

S&P 500, Dow, Nasdaq Drop Under Pressure From Elevated Yields As Investors Shrug Off Trump’s Iran Sanction Relief — NVDA, BA, AMD, NVTS, CBRS In Focus - stocktwits.com
stocktwits.com · 2026-10-03 19:29 UTC
S&P 500, Dow, Nasdaq Drop Under Pressure From Elevated Yields As Investors Shrug Off Trump’s Iran Sanction Relief — NVDA, BA, AMD, NVTS, CBRS In Focus stocktwits.com
來源連結

MRVL Marvell

Marvell Stock (MRVL) Forecast – Piper Sandler Is Bullish Ahead of Oct. 6 Investor Day - TipRanks
TipRanks · 2026-10-04 06:19 UTC
Marvell Stock (MRVL) Forecast – Piper Sandler Is Bullish Ahead of Oct. 6 Investor Day TipRanks
來源連結
How Much of Marvell’s Adjusted Profit Reaches Shareholders? - Yahoo Finance Australia
Yahoo Finance Australia · 2026-10-04 02:46 UTC
How Much of Marvell’s Adjusted Profit Reaches Shareholders? Yahoo Finance Australia
來源連結
Intel vs. Marvell Technology: Which AI Chip Stock Is a Better Buy in 2026? - The Motley Fool
The Motley Fool · 2026-10-03 13:45 UTC
Intel vs. Marvell Technology: Which AI Chip Stock Is a Better Buy in 2026? The Motley Fool
來源連結

AMD Advanced Micro Devices

Advanced Micro Devices (NASDAQ:AMD) Stock Lifted to "Buy" by Wall Street Zen - MarketBeat
MarketBeat · 2026-10-04 05:18 UTC
Advanced Micro Devices (NASDAQ:AMD) Stock Lifted to "Buy" by Wall Street Zen MarketBeat
來源連結
AMD Beat on Revenue, Profit, and Guidance — So Why Did the Stock Drop 7%? - TradingKey
TradingKey · 2026-10-03 15:10 UTC
AMD Beat on Revenue, Profit, and Guidance — So Why Did the Stock Drop 7%? TradingKey
來源連結
AMD (AMD) Stock Looks Hard To Value On Cash Flow Alone - simplywall.st
simplywall.st · 2026-10-03 15:04 UTC
AMD (AMD) Stock Looks Hard To Value On Cash Flow Alone simplywall.st
來源連結

NET Cloudflare

How Cloudflare Tie Up Will Impact Deutsche Telekom Stock Investors - simplywall.st
simplywall.st · 2026-10-03 15:45 UTC
How Cloudflare Tie Up Will Impact Deutsche Telekom Stock Investors simplywall.st
來源連結
Bernard Arnault’s Net Worth Craters by $77 Billion as LVMH Stock Crashes - Benzinga
Benzinga · 2026-10-03 15:30 UTC
Bernard Arnault’s Net Worth Craters by $77 Billion as LVMH Stock Crashes Benzinga
來源連結
European Green Transition Insider Buyers Net UK£7.1k Despite 12% Stock Decline - simplywall.st
simplywall.st · 2026-10-03 10:17 UTC
European Green Transition Insider Buyers Net UK£7.1k Despite 12% Stock Decline simplywall.st
來源連結

SPCX SpaceX

Elon Musk Said SpaceX AI Revenue Would Pass Everything Else by September. Did It? - 24/7 Wall St.
24/7 Wall St. · 2026-10-03 21:00 UTC
Elon Musk Said SpaceX AI Revenue Would Pass Everything Else by September. Did It? 24/7 Wall St.
來源連結
SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock. - Barchart.com
Barchart.com · 2026-10-03 13:34 UTC
SpaceX Bags Massive AI Compute Deal With Anthropic. What That Means for SPCX Stock. Barchart.com
來源連結
SpaceX (SPCX) Stock at $159 After a 7% Friday: Bull $235, Bear $145 - FinanceFeeds
FinanceFeeds · 2026-10-03 10:51 UTC
SpaceX (SPCX) Stock at $159 After a 7% Friday: Bull $235, Bear $145 FinanceFeeds
來源連結

SKHY SK Hynix

Foreign investors sell W20.3tr in Korean stocks, led by SK hynix and Samsung Electronics - The Korea Herald
The Korea Herald · 2026-10-04 04:02 UTC
Foreign investors sell W20.3tr in Korean stocks, led by SK hynix and Samsung Electronics The Korea Herald
來源連結
SKHY Stock Slips Premarket After Korean Memory Giant Reveals $38B Expansion Plan Amid AI Hyperscaler Capex Frenzy - stocktwits.com
stocktwits.com · 2026-10-03 22:47 UTC
SKHY Stock Slips Premarket After Korean Memory Giant Reveals $38B Expansion Plan Amid AI Hyperscaler Capex Frenzy stocktwits.com
來源連結
SK hynix Inc. (SKHY) Stock forecasts - Yahoo Finance UK
Yahoo Finance UK · 2026-10-03 08:45 UTC
SK hynix Inc. (SKHY) Stock forecasts Yahoo Finance UK
來源連結

2344.TW 華邦電

南亞科、華邦電下周股價上還下？台指期夜盤逼5萬點「記憶體卻被搞了很卑微」！他點名資金轉移這3檔 - 今周刊
今周刊 · 2026-10-03 10:11 UTC
南亞科、華邦電下周股價上還下？台指期夜盤逼5萬點「記憶體卻被搞了很卑微」！他點名資金轉移這3檔今周刊
來源連結

Hermes 新聞分析任務

每檔整理最重要 0-3 則新聞摘要。
判斷情緒：偏多 / 偏空 / 中性 / 混合 / 不明。
說明多空解讀。
分別評估短期 / 中期 / 長期影響。
發文動機只能寫成推測，並標示信心：低 / 中 / 高。
補上第二層思考：市場可能忽略什麼、哪些條件會反轉解讀。
列出需要人工確認的新聞或資料缺口。
僅根據本報告列出的 RSS 標題、來源、時間、連結與摘要；不要假裝讀過全文。

今日行動清單

NVDA Nvidia：持有 — 核心長抱，持續持有。
AVGO Broadcom：持有 — 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
MU Micron：持有 — 持有。
PLTR Palantir：持有 — 核心長抱，持續持有。
TSLA Tesla：持有 — 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
GOOG Alphabet：持有 — 核心長抱，持續持有。
QQQ Nasdaq 100 ETF：持有 — 核心長抱，持續持有。
2330.TW 台積電：持有 — 核心長抱，持續持有。
2454.TW 聯發科：持有 — 核心長抱，持續持有。
2308.TW 台達電：持有 — 核心長抱，持續持有。
3167.TWO 大量：持有 — 暫不動作，先人工確認資料品質。
NVTS Navitas Semiconductor：持有 — 持有，並列入人工確認。
MRVL Marvell：持有 — 觀察，不追價。
AMD Advanced Micro Devices：持有 — 觀察，不追價。
NET Cloudflare：持有 — 觀察，不追價。
SPCX SpaceX：持有 — 觀察，不追價。
SKHY SK Hynix：持有 — 觀察，不追價。
2344.TW 華邦電：持有 — 觀察，不追價。

市場狀態

S&P 500 SPY

Nasdaq 100 QQQ

重大事件偵測

系統訊號 — 持股檢查

NVDA Nvidia

AVGO Broadcom

MU Micron

PLTR Palantir

TSLA Tesla

GOOG Alphabet

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

3167.TWO 大量

NVTS Navitas Semiconductor

系統訊號 — 候選股檢查

MRVL Marvell

AMD Advanced Micro Devices

NET Cloudflare

SPCX SpaceX

SKHY SK Hynix

2344.TW 華邦電

持股 vs 均線（MA20 / MA50 / MA200）

NVDA Nvidia

AVGO Broadcom

MU Micron

PLTR Palantir

TSLA Tesla

GOOG Alphabet

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

NVTS Navitas Semiconductor

標的新聞摘要

NVDA Nvidia

Nvidia Stock (NVDA) Hits a New All-Time High – Wall Street Still Sees 39% Upside - TipRanks

How Nvidia, Micron and a surprising jobs report drove last week's stock action - CNBC

How much Nvidia stock does CEO Jensen Huang actually own? - thestreet.com

AVGO Broadcom

AVGO Stock Inches Higher — Broadcom Reportedly Eyes Nearly $100B Debt Package To Fund AI Infrastructure Expansion - stocktwits.com

Should You Forget Palantir and Buy These 2 Artificial Intelligence (AI) Stocks Instead? - The Motley Fool

If You'd Invested $1,000 in Broadcom's 2009 IPO, Here's How Much You'd Have Today - Yahoo Finance

MU Micron

Micron: The Memory Equity Cycle Is At Its Zenith - Seeking Alpha

Micron, Nike, Meta and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week - Benzinga

Bank of America resets Micron stock forecast as AI ‘memory tax’ rises - thestreet.com

PLTR Palantir

Palantir (PLTR) Stock Soars 30% After Record Earnings, AI Demand and Guidance Boost - TradingKey

Why you need to buy Palantir stock before October 31, 2026 - Finbold

Should You Forget Palantir and Buy These 2 Artificial Intelligence (AI) Stocks Instead? - The Motley Fool

TSLA Tesla

Tesla Futures Margins - CME Group

In 2013, A Los Angeles Engineer Spent $19,000 On His First Tesla Shares. He Survived A 2018 Margin Call And A 76% Crash In 2023. Here's What Investors Can Learn From The Wild Story Of Jason DeBolt's $19,000 Purchase Turning Into $2.8 Million. - 24/7 Wall St.

Elon Musk Hints at Tesla-SpaceX Merger: “Who Can Imagine What Action One Might Take” - Yahoo Finance

GOOG Alphabet

Better Quantum Computing Stock: Alphabet vs. IonQ - Yahoo Finance

Better Artificial Intelligence Stock: Alphabet vs. Meta Platforms - The Motley Fool

Alphabet Inc - GOOGL 6 1/4 05/15/29 (NASDAQ:GOOGM): A Quality Investing Standout - ChartMill

QQQ Nasdaq 100 ETF

QQQ Oct 2026 709.000 put (QQQ261002P00709000) stock price, news, quote and history - Yahoo Finance UK

2330.TW 台積電

台積電將成2027年最大贏家！外媒分析曝驚人理由 股價上看這數字 - 自由財經

2454.TW 聯發科

2308.TW 台達電

3167.TWO 大量

NVTS Navitas Semiconductor

S&P 500, Dow, Nasdaq Drop Under Pressure From Elevated Yields As Investors Shrug Off Trump’s Iran Sanction Relief — NVDA, BA, AMD, NVTS, CBRS In Focus - stocktwits.com

MRVL Marvell

Marvell Stock (MRVL) Forecast – Piper Sandler Is Bullish Ahead of Oct. 6 Investor Day - TipRanks

How Much of Marvell’s Adjusted Profit Reaches Shareholders? - Yahoo Finance Australia

Intel vs. Marvell Technology: Which AI Chip Stock Is a Better Buy in 2026? - The Motley Fool

AMD Advanced Micro Devices

Advanced Micro Devices (NASDAQ:AMD) Stock Lifted to "Buy" by Wall Street Zen - MarketBeat

AMD Beat on Revenue, Profit, and Guidance — So Why Did the Stock Drop 7%? - TradingKey

AMD (AMD) Stock Looks Hard To Value On Cash Flow Alone - simplywall.st

NET Cloudflare

How Cloudflare Tie Up Will Impact Deutsche Telekom Stock Investors - simplywall.st

台積電將成2027年最大贏家！外媒分析曝驚人理由股價上看這數字 - 自由財經