天天财经-提供金融入门知识-投资理财技巧-热点新闻

鸿海、广达、纬创上周五通通涨停今天一件事千万别做
2026-06-01 网络阅读（58）
鸿海、广达、纬创、纬颖、台积电、联发科、台达电本益比安全买点资料，加入 LINE@输入索取关键字【888】免费索取，至于如何使用这份资料抓买点以及那一件事千万别做，我 5/29 上周五 YouTube 节目有完整的说明就不重复了，然后再记得这些老 AI 是中长线标的不是让你做短线的，投资周期预计要抓 6~12 个月而本周最重要就是辉达 GTC 台北大会，执行长黄仁勋 6/1 上午 11 点举行主题演讲官网已预告要推 PC 处理器，AI Agent 的应用需要更强大的 NB、PC 来做硬体上的支
特斯拉FSD遭控消费诈欺中国首例集体诉讼开审
2026-06-01 网络阅读（100）
特斯拉 (TSLA-US) 引以为傲的 FSD（完全自动驾驶）功能再度在中国陷入法律风暴。北京市大兴区人民法院于近日针对一起集体诉讼案进行一审开庭。十名中国车主联合将特斯拉告上法庭，指控其在推广 FSD 功能时涉及虚假宣传与消费诈欺，要求退还相关费用并进行赔偿，全案索赔总金额高达 395 万余元人民币。根据《新京报》等媒体报导，这起集体诉讼案的过程一波三折。早在 2025 年 8 月，首批 7 名车主就已正式立案，原定于同年 11 月开庭，但因特斯拉提出「管辖权异议」而导致延期。随后，加入维
美银揭示「崩盘后」投资路线图！市场泡沫讯号浮现、6月恐成引爆点
2026-06-01 网络阅读（88）
美国银行首席策略师 Michael Hartnett 指出，标普 500 估值高企、市场广度恶化与牛熊指标逼近历史高点，显示泡沫风险升温。随着 6 月迎来 CPI、联准会、G7 峰会等重大事件，市场可能面临关键转折，Hartnett 也同
韩媒：战略层面存在重大分歧三星为OpenAI客制化NPU计划陷入停滞
2026-06-01 网络阅读（53）
韩媒《Greened》周日 (5 月 31 日) 报导指出，三星电子与 OpenAI 针对基于 ARM 架构的推理型神经网路处理器 (NPU) 研发计划，因战略层面存在重大分歧，目前已陷入停滞。早在 2024 年，市场便盛传三星将为 OpenAI 打造专用 AI 晶片。OpenAI 执行长奥特曼曾多次亲赴韩国，与三星高层密会并签署多项合作备忘录，当时外界普遍看好这家记忆体巨头能借此深化在 AI 供应链的地位。报导指出，三星前期研发工作已取得初步进展，不料双方在最终战略方向上未能达成共识，导致
AI竞赛新爆发点出现！高盛：「这项」零件会是「下一个记忆体」
2026-06-01 网络阅读（61）
高盛最新报告指出，在 AI 基础设施扩张带动下，MLCC 正成为下一个供需失衡关键零组件，被视为「新记忆体」级别的成长题材。受 AI 伺服器与电动车需求双重推动，加上供给成长有限，MLCC 价格与产业获利进入长期上行周期。
SpaceX、OpenAI资金潮带旺亚洲分析师点名「这几档台股」
2026-06-01 网络阅读（90）
投资人正将目光投向亚洲供应链，视其为美国新一波股票发行热潮的潜在受惠者，尤其看好伺服器零组件与特殊材料制造商。市场分析指出，SpaceX、OpenAI 与 Anthropic 即将进行的股权融资，可能带动新一轮科技支出，其中部分资金将流向亚洲硬体厂商，包括生产散热设备、电力设备等关键零组件的企业。对此，基金经理人正跳脱传统的指标性晶片大厂，转向寻找能够直接受惠于 AI 基础建设支出、且估值依然偏低的伺服器组装与晶片设计商。近期，包括南韩半导体巨头 SK 海力士、三星电子，以及三星电机、大宇
〈COMPUTAX〉！最新外泄文件曝辉达N1系列四款晶片完整规格今在电脑展正式亮相
2026-06-01 网络阅读（63）
2026 年台北国际电脑展 (COMPUTAX) 揭幕前夕，科技媒体《VideoCardz》引述最新外流文件报导指出，辉达首款 Arm(安谋)架构 PC 处理器 N1 系列晶片初步规格已确认，涵盖旗舰 N1X 与主流 N1 共四款配置，预计黄仁勋将在今 (1) 日主题演讲中正式发布。《快科技》报导，辉达与微软此前已联合预热「PC 新时代」，象征 Windows on Arm 阵营迎来重量级新成员。 N1X 系列锁定高效能笔电与移动工作站。满血版采用 20 核异构 CPU(10 颗 Cortex
巴克莱称「轧空」行情或将到来！这「两大」板块上涨潜力大
2026-06-01 网络阅读（67）
巴克莱指出，若美伊达成和平协议，长期受压的非必需消费与金融板块可能出现轧空式反弹。随空头持仓升高与市场情绪翻转，精品、旅游与银行股有望成为下一波行情焦点。
〈COMPUTAX〉黄仁勋今演讲揭晓N1X将打破AI换机僵局？郭明?这样说
2026-06-01 网络阅读（67）
天风国际证券分析师郭明?周日 (31 日) 在 X 平台上发文分析辉达 N1/N1X 晶片的市场前景。根据供应链调查显示，配备 N1X/N1 晶片的设备未来两年出货量约 1000 万台。面向小众市场，瞄准对端侧 AI 算力有需求的重度使用者。除开售价因素，未来出货量能否上修，仍取决于 Windows 是否能提供真正调度端侧 AI 算力的应用与工作流程。郭明?认为，目前 PC 市场主流 AI 应用仍在「用浏览器上大语言模型网站」和「透过 API 消耗云端 LLM 算力 / Token」，
AI资本开支下沉！戴尔、诺基亚等七大老牌科技股今年平均涨158% 市值暴增1.7兆美元
2026-06-01 网络阅读（86）
外媒最新报导指出，AI 热潮正从晶片设计与模型层面向更底层的基础设施扩散。综合《彭博资讯》与《Moneycontrol》报导，受全球资料中心大举扩建带动，戴尔、诺基亚、联想、美光、英特尔、德州仪器及思科七家曾经辉煌的老牌科技公司，今年迄今股价平均涨幅高达 158%，合计新增市值约 1.7 兆美元，强势回归资本市场舞台中心。这批企业多为网际网路泡沫时代的明星，其后一度被社群平台、云端服务商与新世代 AI 晶片龙头抢走镁光灯焦点，如今卷土重来的核心逻辑在于：大模型训练与推理不仅需要昂贵的 GPU

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OpenAI 针对基于 ARM 架构的推理型神经网路处理器 (NPU) 研发计划，因战略层面存在重大分歧，目前已陷入停滞。早在 2024 年，市场便盛传三星将为 OpenAI 打造专用 AI 晶片。OpenAI 执行长奥特曼曾多次亲赴韩国，与三星高层密会并签署多项合作备忘录，当时外界普遍看好这家记忆体巨头能借此深化在 AI 供应链的地位。报导指出，三星前期研发工作已取得初步进展，不料双方在最终战略方向上未能达成共识，导致", "createdAt": "2026-05-31T22:50:03.000Z", "author": "网络", "pv": 53, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1479, "title": "AI竞赛新爆发点出现！高盛：「这项」零件会是「下一个记忆体」", "shortTitle": "AI竞赛新爆发点出现！高盛：「这项」零件会是「下一个记忆体」", "img": "https://cimg.cnyes.cool/prod/news/6477909/l/88465780429d5630f9a14fe794b72bdf.jpg", "description": "高盛最新报告指出，在 AI 基础设施扩张带动下，MLCC 正成为下一个供需失衡关键零组件，被视为「新记忆体」级别的成长题材。受 AI 伺服器与电动车需求双重推动，加上供给成长有限，MLCC 价格与产业获利进入长期上行周期。", "createdAt": "2026-05-31T22:40:02.000Z", "author": "网络", "pv": 61, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1437, "title": "SpaceX、OpenAI资金潮带旺亚洲分析师点名「这几档台股」", "shortTitle": "SpaceX、OpenAI资金潮带旺亚洲分析师点名「这几档", "img": "https://cimg.cnyes.cool/prod/news/6478185/l/6a3e86afa29418c87410f3f1142664ef.jpg", "description": "投资人正将目光投向亚洲供应链，视其为美国新一波股票发行热潮的潜在受惠者，尤其看好伺服器零组件与特殊材料制造商。市场分析指出，SpaceX、OpenAI 与 Anthropic 即将进行的股权融资，可能带动新一轮科技支出，其中部分资金将流向亚洲硬体厂商，包括生产散热设备、电力设备等关键零组件的企业。对此，基金经理人正跳脱传统的指标性晶片大厂，转向寻找能够直接受惠于 AI 基础建设支出、且估值依然偏低的伺服器组装与晶片设计商。近期，包括南韩半导体巨头 SK 海力士、三星电子，以及三星电机、大宇", "createdAt": "2026-05-31T22:30:14.000Z", "author": "网络", "pv": 90, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1480, "title": "〈COMPUTAX〉！最新外泄文件曝辉达N1系列四款晶片完整规格今在电脑展正式亮相", "shortTitle": "〈COMPUTAX〉！最新外泄文件曝辉达N1系列四款晶片完整", "img": "https://cimg.cnyes.cool/prod/news/6478176/l/954326efd8875ea4cdff48b2429406bd.jpg", "description": "2026 年台北国际电脑展 (COMPUTAX) 揭幕前夕，科技媒体《VideoCardz》引述最新外流文件报导指出，辉达首款 Arm(安谋)架构 PC 处理器 N1 系列晶片初步规格已确认，涵盖旗舰 N1X 与主流 N1 共四款配置，预计黄仁勋将在今 (1) 日主题演讲中正式发布。《快科技》报导，辉达与微软此前已联合预热「PC 新时代」，象征 Windows on Arm 阵营迎来重量级新成员。 N1X 系列锁定高效能笔电与移动工作站。满血版采用 20 核异构 CPU(10 颗 Cortex", "createdAt": "2026-05-31T22:20:05.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 1438, "title": "巴克莱称「轧空」行情或将到来！这「两大」板块上涨潜力大", "shortTitle": "巴克莱称「轧空」行情或将到来！这「两大」板块上涨潜力大", "img": "https://cimg.cnyes.cool/prod/news/6477832/l/904a6722347b05c927b132ad8ab2ada0.jpg", "description": "巴克莱指出，若美伊达成和平协议，长期受压的非必需消费与金融板块可能出现轧空式反弹。随空头持仓升高与市场情绪翻转，精品、旅游与银行股有望成为下一波行情焦点。", "createdAt": "2026-05-31T22:10:04.000Z", "author": "网络", "pv": 67, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1439, "title": "〈COMPUTAX〉黄仁勋今演讲揭晓N1X将打破AI换机僵局？郭明?这样说", "shortTitle": "〈COMPUTAX〉黄仁勋今演讲揭晓N1X将打破AI换机僵局", "img": "https://cimg.cnyes.cool/prod/news/6478171/l/ccdf5ee8244b504d2a068b82461ddc07.jpg", "description": "天风国际证券分析师郭明?周日 (31 日) 在 X 平台上发文分析辉达 N1/N1X 晶片的市场前景。根据供应链调查显示，配备 N1X/N1 晶片的设备未来两年出货量约 1000 万台。面向小众市场，瞄准对端侧 AI 算力有需求的重度使用者。除开售价因素，未来出货量能否上修，仍取决于 Windows 是否能提供真正调度端侧 AI 算力的应用与工作流程。郭明?认为，目前 PC 市场主流 AI 应用仍在「用浏览器上大语言模型网站」和「透过 API 消耗云端 LLM 算力 / Token」，", "createdAt": "2026-05-31T22:00:02.000Z", "author": "网络", "pv": 67, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 1440, "title": "AI资本开支下沉！戴尔、诺基亚等七大老牌科技股今年平均涨158% 市值暴增1.7兆美元", "shortTitle": "AI资本开支下沉！戴尔、诺基亚等七大老牌科技股今年平均涨15", "img": "https://cimg.cnyes.cool/prod/news/6478047/l/762c6e7c639647a33971838e04c653f1.jpg", "description": "外媒最新报导指出，AI 热潮正从晶片设计与模型层面向更底层的基础设施扩散。综合《彭博资讯》与《Moneycontrol》报导，受全球资料中心大举扩建带动，戴尔、诺基亚、联想、美光、英特尔、德州仪器及思科七家曾经辉煌的老牌科技公司，今年迄今股价平均涨幅高达 158%，合计新增市值约 1.7 兆美元，强势回归资本市场舞台中心。这批企业多为网际网路泡沫时代的明星，其后一度被社群平台、云端服务商与新世代 AI 晶片龙头抢走镁光灯焦点，如今卷土重来的核心逻辑在于：大模型训练与推理不仅需要昂贵的 GPU", "createdAt": "2026-05-31T21:50:02.000Z", "author": "网络", "pv": 86, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }