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                            <h1 class="h6 herald-mod-h herald-color">Tag • 摩根士丹利</h1>
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                               title="旺宏被大摩喊上202元卻一路殺到跌停　財經網紅這樣說">
                                <img src="/uploads/images/20260327/1b464c1c6afc71d7ea.png" alt="旺宏被大摩喊上202元卻一路殺到跌停　財經網紅這樣說"/>
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                                    <a href="/post/138178.html">
                                        旺宏被大摩喊上202元卻一路殺到跌停　財經網紅這樣說                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-03-27</span>
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                                <p> 摩根士丹利近期大幅上修旺宏目標價，引發市場關注，但股價走勢卻沒有跟著買單。財經網紅葉育碩指出，大摩上週才把旺宏目標價從121元一口氣調高到202元，調幅高達67%，市場原本以為這代表記憶體新一波行情...</p>
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                               title="旺宏被大摩喊上202元卻一路殺到跌停　財經網紅這樣說">Read More
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                                        <img src="/uploads/images/20260324/b5a01c81152398ef25.png" alt="黃金價格連十跌！大摩卻喊對美股有利　直指1關鍵指標"/>
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                                            黃金價格連十跌！大摩卻喊對美股有利　直指1關鍵指標                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-24</span>
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                                    <p> 黃金價格週二下跌1.6%，來到每盎司4335美元，已連續第十個交易日下跌，創下數十年來跌幅最劇烈波段。受美元走強和聯準會近期降息希望...</p>
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                                            大摩看旺蘋果鏈喊買台積電等台廠　卻因「這原因」下調鴻海目標價                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-18</span>
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                                    <p> 摩根士丹利最新出具的大中華科技硬體報告指出，蘋果iPhone出貨動能優於市場原先預期，其中新機款iPhone 17e已在2月底啟動鋪...</p>
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                                            大摩喊買奇鋐　目標價衝2300元、今年EPS上看82.63元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-03-13</span>
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                                    <p> 摩根士丹利證券看好奇鋐後市成長動能，認為在GPU、ASIC相關散熱需求持續升溫下，公司今年到未來幾年獲利仍有上修空間，因此將目標價由...</p>
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                                                class="meta-item herald-date"><span class="updated">2026-03-02</span>
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                                    <p> 川湖去年獲利衝上新高後，外資持續看好AI伺服器需求帶來的成長動能。摩根士丹利證券最新報告指出，川湖今年營收可望延續強勁成長、獲利維持...</p>
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                                            中國長鑫DDR4「價砍四成倒貨」是假的？大摩打臉：價格反而在漲                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-04</span>
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                                    <p> 市場昨（3）日一度被「中國記憶體大廠長鑫存儲（CXMT）低價拋售DDR4」的傳聞嚇到，台系記憶體族群3日盤中出現急殺，不過，摩根士丹...</p>
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                                            黃金價格一度跌破4500美元！跌勢到盡頭了嗎？全球分析師看法分歧                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-02-03</span>
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                                    <p> 黃金價格自上周五(1/30)開始斷崖式崩跌，創下自1983年以來最大單日跌幅，不僅每盎司金價失守5000美元大關，周一更一度崩至45...</p>
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                                        <img src="/uploads/images/20260125/a756fa22acd7b84d90.png" alt="押寶Google自研晶片　創意目標價大摩喊上3288元、上調43%"/>
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                                            押寶Google自研晶片　創意目標價大摩喊上3288元、上調43%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-01-25</span>
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                                    <p> 創意在AI推論商機帶動下再獲外資點火。摩根士丹利最新報告指出，Google自研晶片需求強度超出原先預期，將成為創意2026年營收上行...</p>
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                                                class="meta-item herald-date"><span class="updated">2026-01-07</span>
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                                    <p> 面板股近期成為盤面焦點，由於SpaceX題材點燃群創引擎，加上CES展熱潮，也帶動友達、彩晶股價創下波段高點。根據摩根士丹利最新報告...</p>
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                                            市場全搞錯了？DRAM漲價不會害手機毛利　以小米舉例                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2025-12-02</span>
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                                    <p> 摩根士丹利（大摩）最新報告認為，DRAM漲價可能讓終端手機廠的獲利「變更好」，並舉例小米就是最能代表這種現象的企業。 我是廣告 請繼...</p>
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                                    <p> 記憶體族群仍是台股主流！摩根士丹利（大摩）力挺記憶體產業，指出無論DDR4、DDR5或NAND，市場供需皆存在巨大缺口，大摩更預估，...</p>
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                                                class="meta-item herald-date"><span class="updated">2025-11-24</span>
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                                                class="meta-item herald-date"><span class="updated">2025-11-18</span>
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                                    <p> 根據《華爾街見聞》報導，摩根士丹利最新報告示警，全球正走入一場前所未見的記憶體「超級週期」。 我是廣告 請繼續往下閱讀 受AI掀起的...</p>
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