天天财经-提供金融入门知识-投资理财技巧-热点新闻

美光史上最强财报出炉千亿美元长约在手、平息AI泡沫疑虑
2026-06-25 网络阅读（79）
记忆体大厂美光 (MU-US) 周三 (25 日) 盘后释出超强业绩成绩单，让市场重新评估 AI 投资热潮的基本面支撑，也暂时平息外界对 AI 泡沫化的疑虑。
市值排位赛争夺老六联电4天飙涨27%后整理国巨大涨高调击退
2026-06-25 网络阅读（55）
晶圆代工厂联电 (2303-TW) 近期股价动能极为强劲，拉出连续四日上涨的喷发行情，短线波段涨幅已高达 27.14%，带动市值冲上 2.24 兆元来到台股市值排行第七名，而位于第六名的国巨 (2327-TW)，今日逼近涨停，市值冲
AI掀并购狂潮！高盛半年狂吸逾1兆美元震撼华尔街
2026-06-25 网络阅读（78）
投资银行业正见证一场前所未有的超级周期。根据 Dealogic 最新数据，高盛集团 (GS-US) 上半年参与的并购交易顾问总额，已正式突破 1 兆美元大关，成为史上首家在半年度内达成此里程碑的投资银行。这意味着高盛的投行团队仅用了 6 个月，便完成了过去一整年的工作量，无疑为 2026 年的全球金融市场投下了一枚震撼弹。这一纪录并非单一机构的狂欢，而是反映了全球并购市场的强劲复苏。在人工智慧浪潮与各行业策略性整合的驱动下，2026 年全球并购交易额已突破 2.6 兆美元，创下自 2021
微信这次赌上全部！AI助理小微上线 14亿用户流量秩序重写
2026-06-25 网络阅读（60）
微信的左上角入口，发生了历史性的更迭。曾承载过浮窗、星标文章等功能的黄金区域，如今已被原生的 AI 助手「小微」全面取代。对于习惯了腾讯克制哲学的 14.32 亿用户而言，这不仅仅是一个功能的上线，而是这款国民应用在移动互联网时代，向 AI 原生互动发起的最后一场豪赌。对话取代点击用户注意力的终极收拢过去十几年，微信构建了以点击互动为核心的去中心化生态。用户需要在公众号、视讯号、小程序、朋友圈与聊天窗口间反复切换，这种零散的流量入口曾是腾讯去中心化精神的基石。然而，「小微」的出现，宣告了这
〈烨辉股东会〉内销短期面临库存压力Q3求稳外销冲刺美国及中东市场
2026-06-25 网络阅读（61）
烨辉内销短期面临库存压力 Q3 求稳外销冲刺美国及中东市场
市场忧AI泡沫 Stifel反喊「续抱AI资本支出概念股」
2026-06-25 网络阅读（80）
投行 Stifel 仍选择站在多头阵营，并上调标普 500 指数年底目标至 7,800 点，认为企业获利成长动能足以支撑美股续创新高。
海空都热！捷迅乐看美线海运一路旺至年底空运将再涨价
2026-06-25 网络阅读（62）
海空都热！捷迅乐看美线海运一路旺至年底空运将再涨价
〈台湾医疗展开展〉AI手术盘点与抗癌新药亮相！10项台湾专利抢高龄与数位医疗商机
2026-06-25 网络阅读（49）
经济部智慧财产局表示，为促进台湾创新技术加速商品化并链结产业通路，将于 6 月 25 日至 27 日的台湾国际医疗暨健康照护展设立台湾专利超级站专馆，今年针对全球高龄化与数位医疗趋势，再度精选 10 项兼具创新性与商品化潜力的优良专利，
兴柜明添新兵悍将硕通去年赚近2个股本已打入散热模组大厂供应链
2026-06-25 网络阅读（55）
硕通将于明日登录兴柜，受惠 AI 伺服器需求畅旺，硕通 2025 年营收 9.16 亿元，税后纯益 1.98 亿元，每股纯益 19.55 元。硕通指出，目前已是 Tier 1 液冷大厂的主力供应商，也陆续打入多家国内外指标散热模组厂的供应链。
〈台湾医疗展开展〉贸协：AI加速导入医疗有望领台湾迈向下个科技世代
2026-06-25 网络阅读（52）
医疗暨健康照护展今 (25) 日起至 27 日于台北世贸一馆登场，今年共来自 13 个国家及地区业者参展，预计带来 700 位国际买主。贸协董事长黄志芳表示，今年医疗展结合 AI 科技应用，共同打造三大主题馆。

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