天天财经-提供金融入门知识-投资理财技巧-热点新闻

AI代理成下一波趋势四大PC品牌强势端出COMPUTEX前瞻新品
2026-05-31 网络阅读（63）
年度科技盛会 COMPUTEX 2026 台北国际电脑展即将于 6 月 2 日至 5 日盛大登场，全球人工智慧运算正从模型训练大举迈向规模化应用，带动以 AI 代理为主要核心的软硬体装置成为今年大展最受注目的焦点。台湾个人电脑指标大厂华硕 (
辉达、微软联手打造AI「PC新时代」！首批采用辉达晶片Windows电脑即将现身
2026-05-31 网络阅读（49）
《Axios》报导指出，辉达与微软预计下周发表首批搭载辉达晶片的 Windows PC，产品将涵盖 Surface 及戴尔等品牌，并可能于 Computex 与微软 Build 同步亮相。此举象征 AI PC 时代
美国松绑频谱限制，低轨卫星宽频竞赛白热化！
2026-05-31 网络阅读（56）
随着美国联邦通讯委员会（FCC）放宽低轨卫星（LEO）的频谱限制，允许其与地面网路共享频段，全球太空宽频竞赛正式进入白热化阶段。此举不仅大幅提升了卫星通讯的频宽容量与服务品质，更将催生更多元的新兴应用，如车联网、物联网等，带动相关基础建设与终端设备需求的爆发性成长。在此趋势下，积极布局卫星供应链的台厂将迎来长线营运爆发的黄金契机。〈频谱松绑引爆需求，三大卫星营运商加速扩充〉 FCC 的新政策打破了过去频谱资源短缺的瓶颈，让低轨卫星通讯得以实现更高速度与更低延迟，加速商用化的步伐。看准此商机，全
从白帽骇客到内线交易被告 Google资安菁英为何为120万美元铤而走险？
2026-05-31 网络阅读（50）
36 岁的 Google 工程师 Michele Spagnuolo 曾经拥有令人称羡的一切，但现在却遭检方指控在 Polymarket 利用内线消息下注并获利 120 万美元，现正面临诈欺与洗钱罪名，而断送大好前程。 Spagnuolo 因押注 2025 年「Google 年度搜寻人物」而非法获利 120 万美元，遭到起诉。根据曼哈顿联邦检察官办公室提交的刑事起诉书，Spagnuolo 去年利用 Google 内部未公开的搜寻数据，在 Polymarket 押注 2025 年「Google
AI供应链再拉警报！南韩半导体设备业爆「史上最严重」非记忆体晶片缺货危机
2026-05-30 网络阅读（69）
AI 与资料中心需求激增，导致非记忆体晶片供应持续吃紧。南韩半导体检测设备业面临 FPGA、Driver IC 及英特尔 Xeon CPU 缺货问题，其中 FPGA 交期最长已达 52 周，部分设备商被迫延后交货，三星供应链亦受到波及。
传输瓶颈即将引爆：光互连技术窜起，谁能抢占 AI 算力枢纽？
2026-05-30 网络阅读（47）
AI 算力规模爆发，资料中心传输频宽需求急遽升级，传统铜互连面临物理瓶颈，随着共同封装光学（CPO）技术逐步落地，矽光子与光引擎等新一代光互连方案，正成为突破传输瓶颈、支撑未来 AI 高效运算架构的核心关键。〈AI 资料中心全面升级，光通讯正式从配角变主角〉 AI 模型规模持续扩张，代表资料中心升级不只是增加伺服器数量，而是整个高速传输架构都必须同步进化，超大规模资料中心带动高速传输需求由 400G 快速转向 800G、1.6T 甚至 3.2T，在这样的背景下，铜互连在高频下的距离限制、损耗与
挑战台积电与ASML！美国新创Substrate押注X射线微影、技术成本仅High-NA EUV十分之一
2026-05-30 网络阅读（66）
美国新创 Substrate 宣称突破 X 射线微影技术瓶颈，打造成本仅 5000 万美元的曝光系统，挑战 ASML 高达 5 亿美元的 High-NA EUV 设备。公司更计划自建晶圆厂、直接与台积电及三星竞争晶圆代工市场，可能改写未来半导体
「你的心、我的心，结结结？」郑厅宜曝阿妹投资法：卡位CPO翻倍行情，这档爆量向上恐喷发?
2026-05-30 网络阅读（48）
台股在辉达（NVIDIA）执行长黄仁勋旋风抵台，以及 COMPUTEX 展前热潮的带动下，指数一举冲破 44,000 点大关。当散户还在为「恐高症」所苦，看着千元以上的台积电与新应材望洋兴叹时，亿元教授郑厅宜在优分析《股民想知道》节目中，透漏了一个神秘的选股逻辑——「阿妹投资法」。教授直言，AI 的下半场将进入「光进铜退」的时代，而一档隐藏版的「百元以下」CPO 黑马，正处于爆发前夜！一、 AI 底层大革命：什么是「光进铜退」？在探讨选股之前，必须先看懂产业的结构性
黄仁勋「实体AI」演讲倒数！机器人大脑有了，那「神经」呢？亿元教授点名：这档绩优股切入医疗、工业机器人最有戏
2026-05-30 网络阅读（52）
随着 6 月 COMPUTEX 展前夕黄仁勋旋风抵台，全球资金的目光再次被「实体 AI（Embodied AI）」点燃。黄仁勋在演讲中多次强调，AI 革命的下一波浪潮是机器人。当市场还在疯狂追逐台积电的大脑算力、或是宇隆的关节骨骼时，亿元教授郑厅宜在优分析《股民想知道》节目中提醒投资人：别忘了连接全身的「神经系统」——线束大厂信邦(3023-TW)。实体 AI 降临：机器人的「神经」是刚需郑厅宜教授指出，目前的 AI 发展正从云端走向实体。一个具备高度灵活性的机器人，
擦皮鞋理论翻版？女儿不懂股票乱买面板竟秒涨停！郑厅宜急示警：散户注意！没搞懂这件事，行情一回档就告别市场！
2026-05-30 网络阅读（63）
台股在 AI 狂潮带动下，指数不断刷新历史天价，身边谈论股票的人是不是越来越多了？吃饭听隔壁桌聊台积电、搭捷运听人在算获利，这不禁让人想起华尔街著名的「擦皮鞋童理论」。优分析在最新一集的《股民想知道》节目中，拥有「亿元教授」之称的郑厅宜教授，分享了一个发生在自己家里的真实故事：从来不懂股票的女儿，随便乱买竟连续拉出涨停板，甚至自封为「台湾小巴菲特」！面对如此疯狂的热钱派对，教授语重心长地发出严重警告：新手如果在多头市场搞错了「一件事」，只要遇到一次回档，就会瞬间毕业、永远告别市场！一、不懂股

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"description": "台股在辉达（NVIDIA）执行长黄仁勋旋风抵台，以及 COMPUTEX 展前热潮的带动下，指数一举冲破 44,000 点大关。当散户还在为「恐高症」所苦，看着千元以上的台积电与新应材望洋兴叹时，亿元教授郑厅宜在优分析《股民想知道》节目中，透漏了一个神秘的选股逻辑——「阿妹投资法」。教授直言，AI 的下半场将进入「光进铜退」的时代，而一档隐藏版的「百元以下」CPO 黑马，正处于爆发前夜！一、 AI 底层大革命：什么是「光进铜退」？在探讨选股之前，必须先看懂产业的结构性", "createdAt": "2026-05-30T12:30:09.000Z", "author": "网络", "pv": 48, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 1476, "title": "黄仁勋「实体AI」演讲倒数！机器人大脑有了，那「神经」呢？亿元教授点名：这档绩优股切入医疗、工业机器人最有戏", "shortTitle": "黄仁勋「实体AI」演讲倒数！机器人大脑有了，那「神经」呢？亿", "img": "https://cimg.cnyes.cool/prod/news/6477879/o/5d2ce6e16d3854ee6d1dd1dd6afdbe05.jpg", "description": "随着 6 月 COMPUTEX 展前夕黄仁勋旋风抵台，全球资金的目光再次被「实体 AI（Embodied AI）」点燃。黄仁勋在演讲中多次强调，AI 革命的下一波浪潮是机器人。当市场还在疯狂追逐台积电的大脑算力、或是宇隆的关节骨骼时，亿元教授郑厅宜在优分析《股民想知道》节目中提醒投资人：别忘了连接全身的「神经系统」——线束大厂信邦(3023-TW)。实体 AI 降临：机器人的「神经」是刚需郑厅宜教授指出，目前的 AI 发展正从云端走向实体。一个具备高度灵活性的机器人，", "createdAt": "2026-05-30T12:30:08.000Z", "author": "网络", "pv": 52, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 1477, "title": "擦皮鞋理论翻版？女儿不懂股票乱买面板竟秒涨停！郑厅宜急示警：散户注意！没搞懂这件事，行情一回档就告别市场！", "shortTitle": "擦皮鞋理论翻版？女儿不懂股票乱买面板竟秒涨停！郑厅宜急示警：", "img": "https://cimg.cnyes.cool/prod/news/6477872/o/aeb964ea9e567e64a70f137e0ce88856.jpg", "description": "台股在 AI 狂潮带动下，指数不断刷新历史天价，身边谈论股票的人是不是越来越多了？吃饭听隔壁桌聊台积电、搭捷运听人在算获利，这不禁让人想起华尔街著名的「擦皮鞋童理论」。优分析在最新一集的《股民想知道》节目中，拥有「亿元教授」之称的郑厅宜教授，分享了一个发生在自己家里的真实故事：从来不懂股票的女儿，随便乱买竟连续拉出涨停板，甚至自封为「台湾小巴菲特」！面对如此疯狂的热钱派对，教授语重心长地发出严重警告：新手如果在多头市场搞错了「一件事」，只要遇到一次回档，就会瞬间毕业、永远告别市场！一、不懂股", "createdAt": "2026-05-30T12:00:06.000Z", "author": "网络", "pv": 63, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }