Wells Fargo cut Netflix (NFLX.O) PT to $57 from $80 and raised Salesforce (CRM.N) PT to $250 from $230.

2026-09-18

Wells Fargo cut Netflix (NFLX.O) PT to $57 from $80 and raised Salesforce (CRM.N) PT to $250 from $230.

其他消息
2026-09-18

The U.S. State Department on the 17th approved a possible foreign military sale to Saudi Arabia of up to 48 F-35 fighters and related equipment, with a potential value of up to $24.3 billion. The package includes 48 aircraft, 49 engines, communications equipment, spares, training and other support; U.S. media report the sale still requires Congressional approval and, if approved, initial deliveries would take several years.

2026-09-18

1. 韓國半導體零部件供應嚴重短缺、交貨週期拉長,有設備商或要等40個月。 2. SK集團將三名副董事長調往SK海力士。 3. 華爲發佈新AI計算架構,讓百萬處理器成爲一臺計算機。 4. 美光印度首座封裝測試工廠即將放量:2027年芯片產能將達數億顆。 5. 臺積電擬重返龍潭設廠,優先鎖定1.4納米以下製程。 6. 香農芯創:與SK海力士合作關係良好穩定,對存儲產品價格持謹慎樂觀態度。 7. 華爲推出OceanStor M900 AI記憶存儲。 8. 機構:顯示行業告別規模擴張,超大尺寸與OLED成競爭主線。 9. 2億美元,華邦電子擬收購英飛凌NOR Flash與F-RAM業務。 10. 海辰儲能發佈∞Power N4.0MWh鈉電儲能方案:搭載自研∞Cell N785Ah鈉離子電芯,計劃 2027年量產交付。