| Ticker代號 | % Chg漲跌% | Category分類 | Catalyst催化 |
|---|
| AADX | +1.4% | — | no fresh news today今日無消息 source新聞↗ |
| AAOI | +4.4% | 🔥 SIP | Applied Optoelectronics bounced with AI-photonics peers; its company-specific items are incremental — Mediacom DOCSIS 4.0 upgrade work and a doubled China credit facility, not new AI data-center orders.Applied Optoelectronics 隨 AI 光通訊同業反彈;其個股消息屬漸進性——Mediacom DOCSIS 4.0 升級業務與中國信貸額度加倍,並非新的 AI 資料中心訂單。 ⚠ Today's pop is largely AI-photonics sector sympathy; Mediacom DOCSIS 4.0 work and doubled China credit facility are incremental, not new AI orders今日上漲主要為 AI 光通訊類股齊漲帶動;Mediacom DOCSIS 4.0 業務與中國信貸額度加倍屬漸進,非新 AI 訂單 source新聞↗ |
| AEHR | +6.6% | 🔥 SIP | Aehr announced another new production order from an AI-market customer, but it makes such order announcements frequently and its ~$3.5B market cap sits far above last quarter's $10.3M in sales.Aehr 宣布再獲一筆來自 AI 市場客戶的新生產訂單，但此類接單公告本就頻繁，且其約 35 億美元市值遠高於上季 1,030 萬美元營收。 ⚠ frequent order cadence; valuation stretched vs sales接單頻繁屬常態；市值相對營收偏高 source新聞↗ |
| AEVA | +4.6% | 🔥 SIP | Bendix selected Aeva to develop a next-generation active-safety production LiDAR system for commercial vehicles, with terms undisclosed.Bendix 選定 Aeva 為商用車開發次世代主動安全量產光達系統，條款未揭露。 ⚠ CEO sold ~$6.8M of stock on June 16; a development selection, not yet production revenue執行長 6/16 賣出約 680 萬美元股票；屬開發階段選定，尚非量產營收 source新聞↗ |
| AFRM | -2.1% | — | no fresh news today今日無消息 source新聞↗ |
| AKAM | +0.4% | — | no fresh news today今日無消息 source新聞↗ |
| ALAB | +5.4% | 🟡 Bounce | Astera Labs had no fresh company-specific catalyst, rising within a sector semiconductor rally amid commentary that its growth rate is weakening and the stock may be overvalued.Astera Labs 無新的公司專屬催化劑，僅隨半導體類股反彈，並伴隨成長放緩與估值偏高的評論。 source新聞↗ |
| AMD | +4.7% | 🔥 SIP | AMD and Rackspace Technology signed a definitive agreement, but the premarket move came mainly alongside a sector-wide AI-chip rally led by Micron and Qualcomm.AMD 與 Rackspace 簽署確定協議，但盤前漲勢主要伴隨美光與高通帶動的 AI 晶片類股全面反彈。 ⚠ move largely sector sympathy, not AMD-specific漲勢主要來自類股連動，非 AMD 自身因素 source新聞↗ |
| AMPG | +2.1% | — | no fresh news today今日無消息 source新聞↗ |
| APP | -2.5% | — | no fresh news today今日無消息 source新聞↗ |
| ARM | +6.3% | 🟡 Bounce | Arm rose about 6% within a roughly $400B sector-wide chip rally sparked by Micron and Qualcomm forecasts, with no Arm-specific catalyst beyond a Bernstein price-target raise.Arm 在美光與高通財測點燃、市值增加約 4,000 億美元的晶片類股全面反彈中上漲約 6%，除 Bernstein 上調目標價外無 Arm 自身催化劑。 source新聞↗ |
| BB | +9.3% | 🚀 EP | BlackBerry beat fiscal Q1 earnings and revenue estimates, reported strong cash flow, and raised its fiscal 2027 outlook.BlackBerry 財報第一季營收與獲利優於預期、現金流強勁，並上調 2027 財年展望。 source新聞↗ |
| BE | +5.5% | 🟡 Bounce | Bloom Energy had no new company-specific catalyst; coverage was thematic on fuel cells meeting AI data-center power demand.Bloom Energy 無新的公司專屬催化劑，相關報導為燃料電池滿足 AI 資料中心電力需求的題材性內容。 source新聞↗ |
| CBRS | +2.3% | — | no fresh news today今日無消息 source新聞↗ |
| CDNL | -3.1% | 🟡 Bounce | Cardinal Infrastructure Group priced an upsized public stock offering, and shares were lower premarket.Cardinal Infrastructure Group 完成加碼後的公開增發定價，盤前股價走低。 ⚠ DILUTION: capital raise; gap <4%稀釋：增資；漲跌幅未達 4% source新聞↗ |
| CGNX | +3.9% | 🟡 Bounce | Cognex's CEO is set to deliver an opening keynote at Automate 2026, with no transformational catalyst and a gap under 4%.Cognex 執行長將於 Automate 2026 發表開幕主題演講，無轉型性催化劑且漲幅未達 4%。 ⚠ gap <4%漲跌幅未達 4% source新聞↗ |
| COHR | +4.6% | 🔥 SIP | Coherent signed a letter of intent for up to $50M in CHIPS Act funding to expand its Texas indium-phosphide facility, aiming to double space and quadruple wafer capacity.Coherent 簽署意向書，擬獲最多 5,000 萬美元 CHIPS 法案資金以擴建德州磷化銦廠，目標廠房空間翻倍、晶圓產能增至四倍。 ⚠ LOI, not a definitive/binding award意向書，非確定/具約束力之撥款 source新聞↗ |
| CRDO | +5.8% | 🔥 SIP | Credo Technology rose on analyst backing within an analog/AI semiconductor rally, with its prior beat-and-raise quarter cited as validating the group.Credo 在類比/AI 半導體反彈中因分析師力挺而上漲，先前優於預期並上調財測的季度被引述為驗證該族群。 source新聞↗ |
| CRWD | +0.9% | — | no fresh news today今日無消息 source新聞↗ |
| CRWV | +5.1% | 🔥 SIP | CoreWeave rose with other neocloud names; company-specific items include a Backblaze multi-exabyte storage agreement underpinning its AI object storage and a two-site deal with Conapto in Sweden.CoreWeave 隨其他 neocloud 個股上漲；公司專屬消息包括支撐其 AI 物件儲存的 Backblaze 多 EB 級儲存協議，以及與瑞典 Conapto 的兩處據點合作。 ⚠ move largely neocloud sector sympathy漲勢主要來自 neocloud 類股連動 source新聞↗ |
| DDOG | -0.7% | — | no fresh news today今日無消息 source新聞↗ |
| DELL | -2.4% | 🟡 Bounce | Dell had no fresh catalyst and traded lower premarket amid an AI-spending pullback, with a gap under 4%.Dell 無新催化劑，在 AI 支出疑慮的回檔中盤前走低，漲跌幅未達 4%。 ⚠ gap <4%漲跌幅未達 4% source新聞↗ |
| DOCN | -1.1% | — | no fresh news today今日無消息 source新聞↗ |
| ENPH | +2.5% | — | no fresh news today今日無消息 source新聞↗ |
| FPS | +3.4% | 🟡 Bounce | Forgent Power Solutions closed an upsized public stock offering with full exercise of the underwriters' option, with a gap under 4%.Forgent Power Solutions 完成加碼後的公開增發，承銷商超額配售權全數行使，漲幅未達 4%。 ⚠ DILUTION: capital raise; gap <4%稀釋：增資；漲跌幅未達 4% source新聞↗ |
| FRMI | +8.1% | 🟡 Bounce | Fermi's gain is driven by an unconfirmed report that OpenAI may be eyeing a major capacity deal; separately it selected EPC firm TSK for early-works engineering on three Siemens turbines.Fermi 上漲源自未經證實、稱 OpenAI 可能洽談重大產能交易的報導；另選定 EPC 廠商 TSK 為三台 Siemens 渦輪機進行前期工程設計。 ⚠ OpenAI interest is an unconfirmed report, not a signed dealOpenAI 的興趣僅為未經證實的報導，並非已簽署交易 source新聞↗ |
| FSLR | +1.4% | 🟡 Bounce | First Solar faced a securities-law class-action announcement and had no positive fresh catalyst, with a gap under 4%.First Solar 面臨證券法集體訴訟公告，無新的正面催化劑，漲跌幅未達 4%。 ⚠ securities-law class-action announced; gap <4%出現證券法集體訴訟公告；漲跌幅未達 4% source新聞↗ |
| FTNT | -0.4% | — | no fresh news today今日無消息 source新聞↗ |
| GLW | +6.3% | 🚀 EP | Corning landed an Amazon fiber-supply deal tied to AI data-center demand, supporting domestic capacity expansion.Corning 取得與 AI 資料中心需求相關的 Amazon 光纖供應協議，並支撐其國內產能擴張。 ⚠ no article body retrieved; terms undisclosed — lower confidence未取得內文；條款未揭露——信心較低 source新聞↗ |
| HOOD | +1.2% | — | no fresh news today今日無消息 source新聞↗ |
| HPE | -0.1% | — | no fresh news today今日無消息 source新聞↗ |
| HUT | +3.6% | 🟡 Bounce | Hut 8 agreed to a $2.35M settlement of a securities class-action tied to its 2023 U.S. Bitcoin merger, with a gap under 4%.Hut 8 同意以 235 萬美元和解與其 2023 年 U.S. Bitcoin 合併相關的證券集體訴訟，漲幅未達 4%。 ⚠ gap <4%漲跌幅未達 4% source新聞↗ |
| IBM | +2.0% | 🟡 Bounce | IBM's research division unveiled a sub-1-nanometer chip technology prototype, with a gap under 4%.IBM 研究部門展示低於 1 奈米的晶片技術原型，漲幅未達 4%。 ⚠ gap <4%漲跌幅未達 4% source新聞↗ |
| INOD | +2.6% | — | no fresh news today今日無消息 source新聞↗ |
| INTC | +6.3% | 🟡 Bounce | Intel rose within a Micron-led semiconductor rally and appeared among the day's analyst research calls, with no clear Intel-specific catalyst.Intel 在美光帶動的半導體反彈中上漲，並出現在當日分析師研究名單中，但無明確的 Intel 自身催化劑。 ⚠ no article body retrieved — lower confidence未取得內文——信心較低 source新聞↗ |
| LITE | +4.7% | 🔥 SIP | Lumentum rose after Needham reiterated a Buy rating and a $1,040 price target tied to AI optical-networking demand.Lumentum 在 Needham 重申買進評等並維持與 AI 光網路需求相關的 1,040 美元目標價後上漲。 ⚠ analyst-driven; stock already up sharply分析師驅動；股價已大漲 source新聞↗ |
| MDB | -1.0% | — | no fresh news today今日無消息 source新聞↗ |
| MRAM | +6.3% | 🟡 Bounce | Everspin Technologies is set to join the Russell 2000 in the June 26 rebalance, which can draw index-fund and ETF buying.Everspin 將於 6/26 再平衡納入 Russell 2000，可能吸引指數基金與 ETF 買盤。 ⚠ index-flow event, not a fundamental catalyst指數成分調整的資金流事件，非基本面催化劑 source新聞↗ |
| MRCY | +0.6% | — | no fresh news today今日無消息 source新聞↗ |
| MRVL | +4.8% | 🔥 SIP | Marvell rose on a BofA price-target raise to $365 within a semiconductor rally, while a recent CFO share sale was also noted.Marvell 在半導體反彈中因美銀將目標價上調至 365 美元而上漲，同時近期財務長賣股亦被提及。 ⚠ analyst-driven; recent CFO share sale noted分析師驅動；近期財務長賣股被提及 source新聞↗ |
| MTRN | +0.7% | — | no fresh news today今日無消息 source新聞↗ |
| MU | +18.4% | 🚀 EP | Micron beat fiscal Q3 estimates on revenue and earnings, guided Q4 above expectations, and declared a $0.15 dividend.美光財報第三季營收與獲利優於預期，第四季財測高於市場預期，並宣布每股 0.15 美元股利。 🛰 Somewhat-Bullish source新聞↗ |
| MXL | +5.5% | 🔥 SIP | MaxLinear and GCT Semiconductor announced a partnership to develop next-generation 5G fixed-wireless and converged gateway products, with terms undisclosed.MaxLinear 與 GCT Semiconductor 宣布合作開發次世代 5G 固定無線與整合閘道產品，條款未揭露。 ⚠ partnership, terms undisclosed合作夥伴關係，條款未揭露 source新聞↗ |
| NBIS | +5.3% | 🔥 SIP | Nebius launched AI Cloud 3.6 with a natural-language infrastructure agent and new security and storage features, and rose with other neocloud names.Nebius 推出 AI Cloud 3.6，新增自然語言基礎設施代理及安全與儲存功能，並隨其他 neocloud 個股上漲。 ⚠ product update, not transformational; move partly neocloud sympathy產品更新，非轉型性；漲勢部分來自 neocloud 連動 source新聞↗ |
| NET | -0.4% | — | no fresh news today今日無消息 source新聞↗ |
| NOK | +3.0% | 🟡 Bounce | Nokia announced a collaboration with Amazon on autonomous, self-driving telecom network systems, with a gap under 4%.Nokia 宣布與 Amazon 合作開發自主、自動駕駛式電信網路系統，漲幅未達 4%。 ⚠ gap <4%漲跌幅未達 4% source新聞↗ |
| NOW | -1.9% | — | no fresh news today今日無消息 source新聞↗ |
| NTAP | +2.1% | — | no fresh news today今日無消息 source新聞↗ |
| NXPI | +3.7% | 🟡 Bounce | NXP announced an investor-relations leadership change as Jeff Palmer retires and Mike Lucarelli is named SVP of IR, with a gap under 4%.NXP 宣布投資人關係主管異動，Jeff Palmer 退休、Mike Lucarelli 出任投資人關係資深副總裁，漲幅未達 4%。 ⚠ gap <4%漲跌幅未達 4% source新聞↗ |
| NXT | +2.3% | — | no fresh news today今日無消息 source新聞↗ |
| ORCL | +0.5% | 🟡 Bounce | Oracle issued a defense-ecosystem partner announcement with no material catalyst, and was roughly flat with a gap under 4%.Oracle 發布國防生態系夥伴公告但無重大催化劑，股價大致持平且漲幅未達 4%。 ⚠ gap <4%漲跌幅未達 4% source新聞↗ |
| OSS | +5.0% | 🔥 SIP | One Stop Systems was upgraded to Strong Buy with analyst fair-value estimates raised to about $19 following management meetings.One Stop Systems 在與管理層會晤後遭上調至強力買進，分析師將合理價值估值上修至約 19 美元。 ⚠ analyst-driven分析師驅動 source新聞↗ |
| OUST | +5.5% | 🚀 EP | Ouster signed a high-volume supply deal for its Rev8 native-color digital lidar with AIM Intelligent Machines to retrofit heavy construction and mining equipment into autonomous AI fleets.Ouster 與 AIM Intelligent Machines 簽訂大量供貨協議，提供其 Rev8 原生彩色數位光達，用於將重型工程與採礦機具改裝成自動化 AI 車隊。 ⚠ terms undisclosed; multi-year partner, this is a commercial expansion金額條款未揭露；為多年合作夥伴的商業化擴大 source新聞↗ |
| PANW | +0.4% | 🟡 Bounce | Palo Alto Networks had no company-specific catalyst and was essentially flat; the linked article discusses Cisco's networking margins and the broader AI-infrastructure trade.Palo Alto Networks 無公司特定催化劑且股價幾乎持平；連結文章談的是 Cisco 的網通毛利與整體 AI 基建題材。 ⚠ gap <4%; headline and article are about Cisco/AI-infra, not PANW漲幅 <4%；標題與內文談的是 Cisco／AI 基建，與 PANW 無關 source新聞↗ |
| QCOM | +9.3% | 🔥 SIP | Qualcomm unveiled a line of AI data-center chips and systems, set a long-term revenue target for the segment, and was upgraded by Morgan Stanley after a $5B data-center forecast.Qualcomm 發表一系列 AI 資料中心晶片與系統，為該業務設定長期營收目標，並在 50 億美元資料中心預測後獲摩根士丹利上調評等。 ⚠ $15B is a long-term revenue target, not booked orders; entry into a market Nvidia dominates150 億美元為長期營收目標，非已入帳訂單；切入 Nvidia 主導的市場 🛰 Neutral source新聞↗ |
| RDDT | -0.0% | 🟡 Bounce | Reddit had no own catalyst and traded flat; the news and surge centered on a Wendy's retail/meme rally, with Reddit only mentioned in passing.Reddit 無自身催化劑且股價持平；新聞與漲勢集中在 Wendy's 散戶迷因行情，Reddit 僅被順帶提及。 ⚠ gap <4% (flat); headline/article are about Wendy's meme rally, not Reddit漲幅 <4%（持平）；標題與內文談的是 Wendy's 迷因行情，與 Reddit 無關 source新聞↗ |
| SAP | -1.9% | — | no fresh news today今日無消息 source新聞↗ |
| SEDG | +2.5% | — | no fresh news today今日無消息 source新聞↗ |
| SEZL | +1.7% | — | no fresh news today今日無消息 source新聞↗ |
| SNDK | +16.6% | 🟡 Bounce | Sandisk rose with the broad memory and semiconductor sector after Micron's earnings beat and bullish outlook; there was no SanDisk-specific news.Sandisk 隨記憶體與半導體類股大盤上揚，起因是 Micron 財報超預期與樂觀展望；並無 SanDisk 自身的消息。 ⚠ large gap but driven by Micron's beat and the memory/semi sector rally, no SanDisk-specific catalyst漲幅大但由 Micron 財報超預期與記憶體／半導體類股齊揚帶動，無 SanDisk 自身催化劑 source新聞↗ |
| SNK | -3.9% | 🟡 Bounce | No data or company-specific news was available for SNK; the linked items concern SpaceX ETFs and TD SYNNEX (SNX), a different company.SNK 無可得資料或公司特定新聞；連結內容談的是 SpaceX ETF 與另一家公司 TD SYNNEX（SNX）。 ⚠ gap <4% and negative; no data, and the attached news concerns SpaceX and TD SYNNEX (SNX), not SNK漲幅 <4% 且為負；無資料，所附新聞談的是 SpaceX 與 TD SYNNEX（SNX），與 SNK 無關 source新聞↗ |
| SNOW | -0.6% | — | no fresh news today今日無消息 source新聞↗ |
| STM | +4.6% | 🟡 Bounce | STMicroelectronics rose alongside a broad European semiconductor rally sparked by strong Micron and Qualcomm forecasts; its own news was incremental product launches (quantum-ready and LiDAR/post-quantum security chips).意法半導體隨歐洲半導體類股因 Micron 與 Qualcomm 強勁預測而齊揚；自身消息為漸進性的產品發表（量子就緒及光達／後量子安全晶片）。 ⚠ move is European chip-sector sympathy on Micron/Qualcomm; own chip launches are incremental漲勢為歐洲晶片類股受 Micron／Qualcomm 帶動的同步反應；自身晶片發表屬漸進性 source新聞↗ |
| SYNA | +2.1% | — | no fresh news today今日無消息 source新聞↗ |
| TEAM | -2.5% | — | no fresh news today今日無消息 source新聞↗ |
| TER | +5.8% | 🟡 Bounce | Teradyne had no company-specific catalyst; the coverage was an earnings preview and notes on recent sector-driven volatility, with its results still upcoming.Teradyne 無公司特定催化劑；相關報導為財報前瞻與近期類股帶動波動的說明，財報尚未公布。 ⚠ no company-specific catalyst; sector-driven bounce/earnings-preview filler, results still upcoming無公司特定催化劑；屬類股帶動的反彈／財報前瞻填充內容，財報尚未公布 source新聞↗ |
| TSLA | +0.2% | 🟡 Bounce | Reports cite a Tesla energy/power deal (a Sunrun-Tesla energy agreement plus a large U.S. power-plant and Europe storage pact), but Tesla's stock was essentially flat.有報導提及特斯拉的能源／電力交易（Sunrun 與特斯拉的能源協議，加上大型美國電廠與歐洲儲能合約），但特斯拉股價幾乎持平。 ⚠ gap <4% (flat); energy/power deal reported but stock did not move; main article is about Alphabet joining the Dow漲幅 <4%（持平）；雖傳出能源／電力交易但股價未動；主文談的是 Alphabet 納入道瓊 source新聞↗ |
| TWLO | -0.9% | — | no fresh news today今日無消息 source新聞↗ |
| TWST | +0.7% | — | no fresh news today今日無消息 source新聞↗ |
| TXN | +3.3% | 🟡 Bounce | Stifel raised its Texas Instruments price target to $360 with a Buy rating citing improving semiconductor momentum, following a similar Citi raise; the stock gained under 4%.Stifel 以半導體動能改善為由將德州儀器目標價調高至 360 美元並維持買進，先前 Citi 也有類似調升；股價漲幅不到 4%。 ⚠ gap <4%; analyst price-target raise only, no operational catalyst漲幅 <4%；僅為分析師調高目標價，無營運催化劑 source新聞↗ |
| VPG | +3.5% | 🟡 Bounce | Vishay Precision Group appeared in a Zacks momentum/price-strength screen with no specific corporate catalyst, and gapped under 4%.Vishay Precision Group 入選 Zacks 動能／價格強度選股名單，無特定公司催化劑，且跳空不到 4%。 ⚠ gap <4%; appearance in a momentum/price-strength screen, no corporate catalyst漲幅 <4%；僅入選動能／價格強度選股名單，無公司催化劑 source新聞↗ |
| VRT | +5.9% | 🟡 Bounce | Vertiv had no company-specific catalyst; the linked article focuses on nVent's liquid-cooling growth and the broader AI data-center buildout, not Vertiv.Vertiv 無公司特定催化劑；連結文章聚焦於 nVent 的液冷成長與整體 AI 資料中心建置，而非 Vertiv。 ⚠ no Vertiv-specific catalyst; the article is about nVent's liquid cooling and the AI data-center theme, headline is a Pax8 conference無 Vertiv 自身催化劑；文章談的是 nVent 的液冷與 AI 資料中心題材，標題為 Pax8 研討會 source新聞↗ |