天天财经-提供金融入门知识-投资理财技巧-热点新闻

三三会建议政府落实AI究责制度呼吁正视潜在风险
2026-10-21 网络阅读（49）
林伯丰指AI应有益人类，政府应依《人工智慧基本法》建立可检测、可追责、可补救制度。三三会今办10月例会，邀简立峰谈「AI新趋势与企业AI转型」；他称部分产业已进入AI新经济。林伯丰称AI广用于教育、医疗、金融与制造，若缺权限监督恐生资安与责任归属问题。
台越前三季双边互访破113万人次观光会议聚焦永续及智慧观光合作
2026-10-21 网络阅读（44）
第13届台越观光合作会议昨（20）日在嘉义长荣文苑酒店举行，由交通部观光署长陈玉秀与越南国家旅游局局长阮重庆共同主持。陈玉秀表示，今年1至9月台越双向旅客往来已突破113万人次，超越疫情前2019年同期的82万人次，显示双方观光交流升温。未来将持续透过定期会议及产业交流，深化旅游安全、永续观光及特色旅游等合作，拓展双向旅游市场。此次越方代表团由阮重庆率领各组室及地方政府观光主管等30人来台，与台方代表就观光推广政策、产业发展及双边合作方向进行交流。观光署表示，台越观光合作会议自2012年双方
辉达发表DSX POD AI工厂鸿海、台达电等6台厂入列合作伙伴
2026-10-21 网络阅读（49）
辉达(NVIDIA)(NVDA-US)今(21)日宣布推出DSX POD模组化 AI 工厂架构，合作伙伴中包含鸿海(2317-TW)旗下鸿佰(Ingrasys)、台达电(2308-TW)、和硕(4938-TW)、广达(2382-TW)旗下云达科技(QCT)、纬创(3231-TW)、技嘉(2376-TW)等台厂，预计于2027年初开始在全球交付。辉达创办人暨执行长黄仁勋表示，AI工厂真正创造价值的时刻，是开始产生Token，而非建筑工程完工。透过DSX POD，辉达将工厂制造的精准度与速度导入A
德微旗下亚昕科技10/23登录兴柜参考价120元
2026-10-21 网络阅读（53）
德微(3675-TW)旗下子公司功率半导体公司亚昕科技(7960-TW)今(21)日举办兴柜前法人说明会，预计10月23日以每股120元参考价登录兴柜。亚昕科技今年上半年合并营收8.4亿元，年增19.21%，营业净利1.57亿元，年增22.7%，每股纯益(EPS)2.41元；累计前8月合并营收达11.99亿元，每股纯益3.46元，营运及获利表现较去年提升。董事长张恩杰表示，全球供应链调整与高阶电源需求升级，为功率半导体产业带来新的发展机会。亚昕科技将以自主晶圆设计与制造能力为核心，加速布局高阶
AT&T宽频净增用户创高上修全年获利、调降长期资本支出
2026-10-21 网络阅读（46）
2026年10月21日（优分析／产业数据中心报导）⸺ 美国电信商AT&T(T-US)于10月21日公布第三季财报，宽频净增用户创单季新高，带动公司将全年调整后每股盈余展望由2.25至2.35美元，上修至约2.40美元。公司同时调降2027、2028年的资本支出指引，但维持2030年底光纤覆盖超过6,000万处住宅及企业据点的目标。第三季营收323亿美元，年增5.3%；调整后每股盈余0.65美元，高于去年同期0.54美元。当季光纤与固定无线上网合计净增76.9万户，其中光纤44.2万户、固定无线
元太携手富士软片拓日本电子纸看板市场 55吋产品明年3月量产
2026-10-21 网络阅读（50）
电子纸大厂元太(8069-TW)今(21)日宣布，与日本富士软片影像系统公司(FUJIFILM Imaging Systems)合作，拓展大尺寸彩色电子纸电子看板市场，初期将聚焦日本铁路产业，双方目前正进行产品评估，预计2027年陆续推出相关产品，其中55吋E Ink Marquee预计今年12月推出样品，明年3月进入量产。元太指出，日本铁路产业面临人力短缺，加上传统纸张海报在印刷、运输、张贴及汰换等环节的成本持续增加，电子纸看板可透过数位方式更新内容，协助业者简化资讯更新流程，减少纸张等材料
叫车不用司机？Bolt携辉达推自驾计程车 2027年马德里试营运
2026-10-21 网络阅读（47）
Bolt将于2027年在西班牙马德里启动自驾计程车试点，并力拚同年底前进军法国、德国主要城市。计划将在至少2.5万辆Lucid车上部署辉达Alpamayo软体，马德里明年先有「数十辆」上路搜集数据。 Bolt称马德里因具测试许可制度成首个试点，且自驾软体完全在车内运作、不需连网。
「不建AIDC更会通膨！」贝莱德执行长示警：扩张放缓才是真风险
2026-10-21 网络阅读（43）
Fink警告AI需求飙升下，若资料中心建设延迟，算力成本将上升并威胁经济增长。他称应加快建更多资料中心，否则运算成本偏高、供给不足，可能推高通膨。 Fink淡化AI泡沫疑虑，并警告美国近2兆美元财政赤字正引发债券殖利率警讯。
骐亿鑫预计11月中旬挂牌上柜明年营收成长上看3成能见度达2030年
2026-10-21 网络阅读（57）
半导体厂务工程整合服务商骐亿鑫(7848-TW)预计11月中旬挂牌上柜，董事长洪国庭表示，截至9月底在手订单约44-45亿元、能见度达2030年，预估今年营收成长7成、明年可望再成长25-30%。骐亿鑫深耕半导体及高科技厂房厂务系统工程逾20年，由二次配(Hook Up)装机工程起家，并向上延伸至主系统工程、材料制造销售及厂务整合服务，目前已成为兼具设计、施工、材料供应及跨系统整合能力之半导体厂务工程供应商。洪国庭表示，近年全球半导体产业持续推动先进制程及先进封装扩产，2奈米制程及CoWoS
从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产
2026-10-21 网络阅读（57）
黄仁勋在柏林GTC呼吁欧洲加速导入AI，称汽车、金融、医疗等产业都必须成为AI公司。辉达推DSX Pod与Vera Rubin架构，并与欣兴、京元电等扩充供应链，缩短资料中心部署至14天。实体AI上半年营收约110亿美元增30%，并扩及医疗放射治疗、机器人与Volvo、福斯、Bolt车用合作。

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林伯丰称AI广用于教育、医疗、金融与制造，若缺权限监督恐生资安与责任归属问题。", "createdAt": "2026-10-21T13:22:28.000Z", "author": "网络", "pv": 49, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21337, "title": "台越前三季双边互访破113万人次观光会议聚焦永续及智慧观光合作", "shortTitle": "台越前三季双边互访破113万人次观光会议聚焦永续及智慧观光", "img": "https://cimg.cnyes.cool/prod/news/6635226/l/07dc414539a887261a4c1d9746611345.jpg", "description": "第13届台越观光合作会议昨（20）日在嘉义长荣文苑酒店举行，由交通部观光署长陈玉秀与越南国家旅游局局长阮重庆共同主持。陈玉秀表示，今年1至9月台越双向旅客往来已突破113万人次，超越疫情前2019年同期的82万人次，显示双方观光交流升温。未来将持续透过定期会议及产业交流，深化旅游安全、永续观光及特色旅游等合作，拓展双向旅游市场。此次越方代表团由阮重庆率领各组室及地方政府观光主管等30人来台，与台方代表就观光推广政策、产业发展及双边合作方向进行交流。观光署表示，台越观光合作会议自2012年双方", "createdAt": "2026-10-21T13:20:55.000Z", "author": "网络", "pv": 44, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21338, "title": "辉达发表DSX POD AI工厂鸿海、台达电等6台厂入列合作伙伴", "shortTitle": "辉达发表DSX POD AI工厂鸿海、台达电等6台厂入列合", "img": "https://cimg.cnyes.cool/prod/news/6635276/l/006e935e64dca6bbf49b504f73e20c22.jpg", "description": "辉达(NVIDIA)(NVDA-US)今(21)日宣布推出DSX POD模组化 AI 工厂架构，合作伙伴中包含鸿海(2317-TW)旗下鸿佰(Ingrasys)、台达电(2308-TW)、和硕(4938-TW)、广达(2382-TW)旗下云达科技(QCT)、纬创(3231-TW)、技嘉(2376-TW)等台厂，预计于2027年初开始在全球交付。辉达创办人暨执行长黄仁勋表示，AI工厂真正创造价值的时刻，是开始产生Token，而非建筑工程完工。透过DSX POD，辉达将工厂制造的精准度与速度导入A", "createdAt": "2026-10-21T13:13:49.000Z", "author": "网络", "pv": 49, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21339, "title": "德微旗下亚昕科技10/23登录兴柜参考价120元", "shortTitle": "德微旗下亚昕科技10/23登录兴柜参考价120元", "img": "https://cimg.cnyes.cool/prod/news/6635286/l/a1311011a779894223eeb3fdc7800ddf.jpg", "description": "德微(3675-TW)旗下子公司功率半导体公司亚昕科技(7960-TW)今(21)日举办兴柜前法人说明会，预计10月23日以每股120元参考价登录兴柜。亚昕科技今年上半年合并营收8.4亿元，年增19.21%，营业净利1.57亿元，年增22.7%，每股纯益(EPS)2.41元；累计前8月合并营收达11.99亿元，每股纯益3.46元，营运及获利表现较去年提升。董事长张恩杰表示，全球供应链调整与高阶电源需求升级，为功率半导体产业带来新的发展机会。亚昕科技将以自主晶圆设计与制造能力为核心，加速布局高阶", "createdAt": "2026-10-21T13:06:24.000Z", "author": "网络", "pv": 53, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21349, "title": "AT&T宽频净增用户创高上修全年获利、调降长期资本支出", "shortTitle": "AT&T宽频净增用户创高上修全年获利、调降长期资本支出", "img": "", "description": "2026年10月21日（优分析／产业数据中心报导）⸺ 美国电信商AT&T(T-US)于10月21日公布第三季财报，宽频净增用户创单季新高，带动公司将全年调整后每股盈余展望由2.25至2.35美元，上修至约2.40美元。公司同时调降2027、2028年的资本支出指引，但维持2030年底光纤覆盖超过6,000万处住宅及企业据点的目标。第三季营收323亿美元，年增5.3%；调整后每股盈余0.65美元，高于去年同期0.54美元。当季光纤与固定无线上网合计净增76.9万户，其中光纤44.2万户、固定无线", "createdAt": "2026-10-21T13:00:05.000Z", "author": "网络", "pv": 46, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21335, "title": "元太携手富士软片拓日本电子纸看板市场 55吋产品明年3月量产", "shortTitle": "元太携手富士软片拓日本电子纸看板市场 55吋产品明年3月量产", "img": "https://cimg.cnyes.cool/prod/news/6635268/l/50e7bcf5a231c14c452b941fdec1d22f.jpg", "description": "电子纸大厂元太(8069-TW)今(21)日宣布，与日本富士软片影像系统公司(FUJIFILM Imaging Systems)合作，拓展大尺寸彩色电子纸电子看板市场，初期将聚焦日本铁路产业，双方目前正进行产品评估，预计2027年陆续推出相关产品，其中55吋E Ink Marquee预计今年12月推出样品，明年3月进入量产。元太指出，日本铁路产业面临人力短缺，加上传统纸张海报在印刷、运输、张贴及汰换等环节的成本持续增加，电子纸看板可透过数位方式更新内容，协助业者简化资讯更新流程，减少纸张等材料", "createdAt": "2026-10-21T12:32:17.000Z", "author": "网络", "pv": 50, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21326, "title": "叫车不用司机？Bolt携辉达推自驾计程车 2027年马德里试营运", "shortTitle": "叫车不用司机？Bolt携辉达推自驾计程车 2027年马德里试", "img": "https://cimg.cnyes.cool/prod/news/6635225/l/8b0b5ed596d69b5c77c1500cad946f42.jpg", "description": "Bolt将于2027年在西班牙马德里启动自驾计程车试点，并力拚同年底前进军法国、德国主要城市。
计划将在至少2.5万辆Lucid车上部署辉达Alpamayo软体，马德里明年先有「数十辆」上路搜集数据。
Bolt称马德里因具测试许可制度成首个试点，且自驾软体完全在车内运作、不需连网。", "createdAt": "2026-10-21T12:20:06.000Z", "author": "网络", "pv": 47, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21327, "title": "「不建AIDC更会通膨！」贝莱德执行长示警：扩张放缓才是真风险", "shortTitle": "「不建AIDC更会通膨！」贝莱德执行长示警：扩张放缓才是", "img": "https://cimg.cnyes.cool/prod/news/6635084/l/817c841cb49d475911a47ee48a4bca63.jpg", "description": "Fink警告AI需求飙升下，若资料中心建设延迟，算力成本将上升并威胁经济增长。
他称应加快建更多资料中心，否则运算成本偏高、供给不足，可能推高通膨。
Fink淡化AI泡沫疑虑，并警告美国近2兆美元财政赤字正引发债券殖利率警讯。", "createdAt": "2026-10-21T12:00:03.000Z", "author": "网络", "pv": 43, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21330, "title": "骐亿鑫预计11月中旬挂牌上柜明年营收成长上看3成能见度达2030年", "shortTitle": "骐亿鑫预计11月中旬挂牌上柜明年营收成长上看3成能见度达2", "img": "https://cimg.cnyes.cool/prod/news/6635223/l/49a310a2d964a569e3d3604de86f5847.jpg", "description": "半导体厂务工程整合服务商骐亿鑫(7848-TW)预计11月中旬挂牌上柜，董事长洪国庭表示，截至9月底在手订单约44-45亿元、能见度达2030年，预估今年营收成长7成、明年可望再成长25-30%。骐亿鑫深耕半导体及高科技厂房厂务系统工程逾20年，由二次配(Hook Up)装机工程起家，并向上延伸至主系统工程、材料制造销售及厂务整合服务，目前已成为兼具设计、施工、材料供应及跨系统整合能力之半导体厂务工程供应商。洪国庭表示，近年全球半导体产业持续推动先进制程及先进封装扩产，2奈米制程及CoWoS", "createdAt": "2026-10-21T11:57:39.000Z", "author": "网络", "pv": 57, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21328, "title": "从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产", "shortTitle": "从治癌到自驾车！黄仁勋赴欧洲推AI 欣兴、京元电助攻扩产", "img": "https://cimg.cnyes.cool/prod/news/6635184/l/a6d0d6c413844beeae037178d06c73ff.jpg", "description": "黄仁勋在柏林GTC呼吁欧洲加速导入AI，称汽车、金融、医疗等产业都必须成为AI公司。
辉达推DSX Pod与Vera Rubin架构，并与欣兴、京元电等扩充供应链，缩短资料中心部署至14天。
实体AI上半年营收约110亿美元增30%，并扩及医疗放射治疗、机器人与Volvo、福斯、Bolt车用合作。", "createdAt": "2026-10-21T11:50:02.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }