天天财经-提供金融入门知识-投资理财技巧-热点新闻

盘中速报 - 恒生指数下跌-506.14点至24822.09点，跌幅2%
2026-05-28 网络阅读（59）
恒生指数盘中跌幅2%，汽车零售、休闲及文娱设施概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。
一篇贴文引爆散户迷因狂热！这档晶片股一度疯涨76%
2026-05-28 网络阅读（59）
社群平台一篇贴文再度引爆晶片股迷因狂热，在巴黎挂牌的欧洲晶圆代工厂 X-FAB 周三 (27 日) 股价盘中一度暴涨 76%，创下历史新高
〈东元股东会〉利明献：拓展AIDC基建商机冲高北美及东南亚营收不排除持续并购
2026-05-28 网络阅读（80）
东元 (1504-TW) 今 (28) 日召开股东会，董事长利明献指出，将积极扩展 AIDC 基建商机，切入全球 AI 基础建设供应链，持续冲高北美及东南亚营收比重。同时，东元未来也不排除持续并购的可能。
《价值型投资最新产业研究报告》万润（6187-TW）晶片切更多、封装更复杂，AI设备商机才刚开始
2026-05-28 网络阅读（67）
上周一提醒大家，Cowos 族群回档的低接买点，其中一档万润 (6187-TW) 今天亮灯涨停表现非常好，除了短线发生的利多，中长线为甚么看好，一起跟庆龙听听庆龙老师的研究。万润 (6187-TW) 最近重新被市场注意，主因是 AI 晶片越做越大、越切越多，后段封装也跟着变得更复杂。过去大家看万润，多半把它归在半导体后段设备厂，但现在 AI 高阶封装大量扩产，公司在精密点胶、散热片贴合、自动检测这几个环节，角色越来越重要。 AI 晶片高阶封装，白话来说，就是把 GPU、高速记忆体和不同功能晶片
黄仁勋一句「Taiwan is booming」背后的真相：台湾是AI革命核心基地！
2026-05-28 网络阅读（90）
辉达（NVIDIA）执行长黄仁勋公开表示，台湾已成为全球 AI 革命核心，甚至直言「Taiwan is booming」。过去辉达对台湾供应链采购规模约百亿美元，如今已提升至千亿美元等级，未来甚至有机会朝 1,500 亿美元迈进，代表全球 AI 资本支出正快速集中于台湾。这不只是单一企业的投资计划，更是全球 AI 产业正式进入「超级周期」。从晶片制造、先进封装、高速运算、散热、伺服器组装到 AI 超级电脑，台湾几乎掌握 AI 供应链最重要的核心技术。尤其全球科技大厂持续扩建 AI 资料中心，
史上最快！Roundhill记忆体ETF上市27个交易日吸金65亿美元超车贝莱德比特币现货ETF
2026-05-28 网络阅读（65）
全球资本疯抢 AI 记忆体晶片商机，带动专攻 DRAM 领域 ETF 的 Roundhill Memory 写下 ETF 史上最快规模增长纪录。上市后规模冲破 65 亿美元仅耗时 27 个交易日，超越贝莱德比特币现货 ETF 此前创下的 30 天吸金纪录，挂牌约一个半月后更正式突破 100 亿美元大关。截至周三 (27 日) 美股收盘，DRAM 单日大涨 14.56%，自上市以来累计涨幅逼 118.7%，暴涨主因是全球记忆体三巨头 SK 海力士、三星电子与美光科技股价集体狂飙，三家企业市值均站
AI飙股太贵不敢买？财经名嘴：这是投资人最大错误
2026-05-28 网络阅读（78）
《CNBC》财经节目主持人 Jim Cramer 周三 (27 日) 表示，投资人不该过度执着在一档股票过去已经涨了多少，而应专注于未来还有多少上涨空间。
车用232关税调降东阳：终于回到较公平的竞争基础
2026-05-28 网络阅读（93）
车用 232 关税调降东阳：终于回到较公平的竞争基础
刘强东内部讲话！被机器人取代一线员工一个都不开除
2026-05-28 网络阅读（63）
京东集团执行长刘强东 27 日（周三）在最新内部讲话影片中表示，「面对新技术的冲击，不论是商业模式创新，还是发展更多新业务，必须想尽一切办法保住数十万员工的饭碗，包括我们蓝领。」
来毅资安方案获日本医院导入将扩在台渗透率
2026-05-28 网络阅读（74）
来毅资安方案获日本医院导入将扩在台渗透率

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