供應鏈日報 2026-07-10
研究／教育用途，非投資建議；本報僅呈現「來源說了什麼＋結構」，不構成買賣建議、最佳策略或勝率保證。
① 頭條區
（本日無標的觸發頭條訊號。）
本報僅覆蓋美股每日新聞流；觀察名單中 6 家非美股標的由季度掃描與扳機管道追蹤，不在每日雷達。
② watchlist 扳機狀態
- Kyber NVL144 供應鏈觀察名單（
kyber-nvl144）trigger-1-ticker-verify（event）：狀態 resolved（與上次相同）trigger-2-ir-watch（ir-watch）：狀態 pending（與上次相同）trigger-3-edgar-fts-requery（edgar-fts-requery）：狀態 pending（與上次相同）
③ 估值卡 asof 異動
（與上次執行比對，無估值卡 asof 異動。）
④ 未來 7 天財報日
（範圍：僅涵蓋目前有估值語境卡的 7 檔，非全部觀察中的標的。）
- TSM：2026-07-16（consensus EPS 估計 3.77）
場外雷達（試用中）
beta・人工觀察期至 2026-07-24（Tom's Hardware RSS 試點，GP-0031）——本節內容僅供參考，尚未進入正式雷達判準。
（今日無場外雷達命中。）
官方稿
（公司 newsroom 一手發布，具名＋連結；掃描新稿另存人工審閱佇列，不自動入庫，見 GP-0031。）
- NVIDIA Corporation：GeForce NOW Turns Up the Heat With New GeForce RTX 5080-Powered Toronto Server 連結
- NVIDIA Corporation：NVIDIA Nemotron Achieves Benchmark-Leading Performance With LangChain Deep Agents Harness 連結
- NVIDIA Corporation：AI Innovators Adopt NVIDIA Vera — Why Max Single-Threaded CPU at Scale Matters 連結
- NVIDIA Corporation：NVIDIA and Hugging Face Bring New Models and Frameworks to LeRobot for the Open Robotics Community 連結
- NVIDIA Corporation：How Open Models Are Driving AI Research 連結
- NVIDIA Corporation：How Nations Are Deploying AI for Strategic Priorities 連結
- NVIDIA Corporation：Joyride Through July With 12 Games Coming to GeForce NOW 連結
- NVIDIA Corporation：NVIDIA Unlocks AI Compute at Scale, Inviting Capital Partners to Power the AI Infrastructure Buildout 連結
- NVIDIA Corporation：NVIDIA and Partners Build in America, for America 連結
- NVIDIA Corporation：NVIDIA BioNeMo Agent Toolkit Brings Accelerated AI to Life Sciences Researchers in Claude Science 連結
- NVIDIA Corporation：How NVIDIA’s Inference Software Stack Powers the Lowest Token Cost 連結
- NVIDIA Corporation：How Jaiveer Singh Is Helping Robots — and Developers — Move Faster 連結
- NVIDIA Corporation：Into the Omniverse: Three Workflows for Improving Vision AI Agent Accuracy With Synthetic Data and Fine-Tuning 連結
- NVIDIA Corporation：Claude Meets Blackwell Ultra: Anthropic’s Models Now Run on NVIDIA GB300 in Azure 連結
- NVIDIA Corporation：Firefly Aerospace Operates NVIDIA Jetson in Lunar Orbit for the First Time 連結
- NVIDIA Corporation：Open Models, Closed Environments: Palantir Brings Secure AI to US Agencies With NVIDIA Nemotron 連結
- NVIDIA Corporation：The Ultimate Summer Sale Pairing: Steam Sale Meets GeForce NOW Discounts 連結
- NVIDIA Corporation：NVIDIA and AWS Collaborate to Bring AI to Production at Scale 連結
- NVIDIA Corporation：How Businesses Are Building Specialized AI They Can Trust 連結
- NVIDIA Corporation：NVIDIA Announces BioNeMo Agent Toolkit — Tools for Agents to Accelerate Scientific Discovery 連結
- Applied Materials, Inc.：Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips 連結
- Applied Materials, Inc.：Applied Materials Unveils SENZ™, a Fully Integrated Visual System for Next-Gen Smart Glasses 連結
- Applied Materials, Inc.：EssilorLuxottica and Applied Materials Join Forces to Advance Augmented Reality Optics Platforms for Next-Generation Smart Glasses 連結
- Applied Materials, Inc.：Applied Materials Unveils Deposition and Selective Etch Systems to Advance 3D Chip Scaling 連結
- Applied Materials, Inc.：Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand 連結
- Applied Materials, Inc.：Applied Materials Announces Cash Dividend 連結
- Applied Materials, Inc.：Applied Materials Partners with SCREEN To Bring Advanced Wafer Cleaning Technologies to EPIC Center 連結
- Applied Materials, Inc.：Applied Materials Announces Broadcom as EPIC Innovation Partner 連結
- Applied Materials, Inc.：Applied Materials Announces Second Quarter 2026 Results 連結
- Applied Materials, Inc.：Applied Materials Announces ASU, RPI and Stanford to Join EPIC Center 連結
- Corning Inc.：Corning Announces Quarterly Dividend 連結
- Corning Inc.：Corning Upgrades and Extends Springboard Plan, Outlines New Phase of Accelerating Growth 連結
- Corning Inc.：NVIDIA and Corning Announce Long-Term Partnership To Strengthen U.S. Manufacturing for AI Infrastructure 連結
- Corning Inc.：Corning Announces Quarterly Dividend 連結
- Corning Inc.：Corning Announces Strong First-Quarter 2026 Financial Results (1) 連結
- Corning Inc.：Corning and Meta Celebrate Start of Construction on Cable Manufacturing Expansion in North Carolina to Support AI Buildout 連結
- Corning Inc.：Corning To Launch AI Innovations in Fiber, Cable, and Connectivity at OFC 2026 連結
- Corning Inc.：Corning Expands AI Data Center Connectivity Portfolio with PRIZM® TMT Technology 連結
- Corning Inc.：Corning Launches Corning® Gorilla® Glass Ceramic 3 with Enhanced Drop Durability 連結
- Corning Inc.：Corning Announces Quarterly Dividend 連結
- Astera Labs, Inc. Common Stock：Astera Labs Announces Conference Call to Review Second Quarter 2026 Financial Results 連結
- Astera Labs, Inc. Common Stock：Astera Labs Expands Taiwan Operations to Accelerate Global AI Infrastructure Buildout 連結
- Astera Labs, Inc. Common Stock：Astera Labs to Host Press Conference, Live Demos, and Technical Talks at Computex 2026 連結
- Astera Labs, Inc. Common Stock：Astera Labs Announces Second Quarter 2026 Financial Conference Participation 連結
- Astera Labs, Inc. Common Stock：Astera Labs Extends Leadership in Open, AI Scale-Up Networking with New 320 Lane Scorpio X-Series Smart Fabric Switch 連結
- Astera Labs, Inc. Common Stock：Astera Labs Reports First Quarter 2026 Financial Results 連結
- Astera Labs, Inc. Common Stock：Astera Labs Announces Conference Call to Review First Quarter 2026 Financial Results 連結
- Astera Labs, Inc. Common Stock：Astera Labs to Participate in the 38th Annual Roth Conference 連結
- Astera Labs, Inc. Common Stock：Astera Labs Reports Fourth Quarter and Full Year 2025 Financial Results 連結
- Astera Labs, Inc. Common Stock：Astera Labs Expands Global Footprint with New Israel Design Center to Support Growing Demand for AI Connectivity Solutions 連結
- Seagate Technology Holdings plc：Seagate Announces Redemption of Exchangeable Notes 連結
- Seagate Technology Holdings plc：Seagate Announces Closing of Exchanges with Holders of $185.908 Million Principal Amount of Exchangeable Notes 連結
- Seagate Technology Holdings plc：Seagate Announces Exchanges with Holders of $185.908 Million Principal Amount of Exchangeable Notes 連結
- Seagate Technology Holdings plc：Seagate Announces the Retirement of Michael R. Cannon, Lead Independent Director, After a 40 Year History in the Disk Drive Industry 連結
- Seagate Technology Holdings plc：Seagate to Participate in Upcoming Investor Events 連結
- Seagate Technology Holdings plc：Seagate Technology Reports Fiscal Third Quarter 2026 Financial Results 連結
- Seagate Technology Holdings plc：Seagate Introduces Storage Built for Consumer Data Explosion 連結
- Seagate Technology Holdings plc：Seagate Technology to Report Fiscal Third Quarter 2026 Financial Results on April 28, 2026 連結
- Seagate Technology Holdings plc：Seagate Delivers Industry’s Highest Capacity Hard Drives with Next-Generation Mozaic™ 4+ 連結
- Seagate Technology Holdings plc：Seagate Announces Closing of Exchanges with Holders of $600 Million Principal Amount of Exchangeable Notes 連結
- KLA Corporation：Kla Announces Fourth Quarter Fiscal Year 2026 Earnings Date 連結
- KLA Corporation：Kla Announces Upcoming Investor Webcasts 連結
- KLA Corporation：Kla Corporation Announces Ten To One Stock Split And 連結
- KLA Corporation：Kla Corporation Reports Fiscal 2026 Third Quarter Results 連結
- KLA Corporation：Kla Announces Third Quarter Fiscal Year 2026 Earnings Date 連結
- KLA Corporation：Kla Hosts Investor Day Announces 7 Billion Share 連結
- KLA Corporation：Kla Announces Webcast Details For Upcoming Investor Day 連結
- KLA Corporation：Kla Declares Regular Cash Dividend 連結
- KLA Corporation：Kla Corporation Reports Fiscal 2026 Second Quarter Results 連結
- KLA Corporation：Kla Announces Second Quarter Fiscal Year 2026 Earnings Date 連結
（本日 1 檔 newsroom 因技術限制無法掃描：TSM——非無新稿，是掃描本身讀不到，詳見工作台 ir-manifest.json。）
動靜區
（本日無達門檻的動靜區項目。）
例行區
- 其餘 1 則例行報導（平常約 3 則，股價漲跌評論類）不逐列，資料都在庫裡。