個股新聞 1. 微軟(MSFT.O)本月已上調Microsoft365企業版訂閱費用。 2. 亞馬遜(AMZN.O)計劃通過美元債券發行籌集至少250億美元。 3. Rivian(RIVN.O)計劃通過增發股票籌集資金。 4. 受三星電子業績“利好出盡”引發的半導體拋售潮影響，芯片相關科技股盤前普遍走軟。 5. 英偉達(NVDA.O)駁斥下一代AI機架延期傳聞，表示“我們的路線圖完好無損。” 6. SpaceX(SPCX.O)今日正式納入納斯達克100指數，多家投行覆蓋評級密集唱多。 7. 傳新思科技(SNPS.O)終止關鍵晶圓製造軟件開發，資源轉向AI芯片設計等高利潤業務。 8. 必和必拓(BHP.N)旗下全球最大銅礦擴建獲批。

Canada's prime minister Carney said Ottawa has named Germany's Thyssenkrupp Marine Systems (TKMS) as the preferred supplier for its next‑generation submarine fleet and will begin negotiations. The federal budget has earmarked an estimated cost for 12 submarines; the procurement is projected to raise Canadian defence spending to about 4% of GDP by 2030. Canada aims to sign a contract with the preferred bidder by end‑2027, with the first four submarines scheduled for early delivery in 2034. If negotiations with TKMS fail, Ottawa may open talks with South Korea's Hanwha Ocean. TKMS is a leading German naval shipbuilder and a core supplier in the global conventional‑submarine market.

伊朗被指導彈襲擊霍爾木茲海峽商船，美伊談判再受考驗；沙特打響原油價格戰，對亞洲客戶降價幅度創26年最大......當前現貨金銀賣出信號強烈，後市情緒如何？歡迎前往“數據庫-嘉盛市場晴雨表”查看並訂閱（數據每10分鐘更新1次）。