天天财经-提供金融入门知识-投资理财技巧-热点新闻

仁宝与GMI Cloud展开合作携手推动AI基础架构发展
2026-05-28 网络阅读（106）
仁宝 (2324-TW) 宣布，与美国 AI 基础架构服务商 GMI Cloud 展开合作，共同加速新世代 AI 推论与代理式 AI 应用基础架构的部署。
台湾科技业大打AI金钱战举债145亿美元创新高
2026-05-28 网络阅读（63）
今年以来，台湾科技业者已完成规模创纪录的 145 亿美元债务融资，反映企业正加速筹资，以因应人工智慧（AI）算力需求暴增。晶片零组件供应商、伺服器制造商等硬体业者，身为全球 AI 供应链关键角色，随着采购与资本支出需求快速升温，正成为这波举债潮的主力。这股趋势也呼应全球科技业为扩建 AI 基础设施而掀起的融资热潮。根据彭博汇编的数据，这笔融资规模几乎是去年同期 75 亿美元的两倍，且随着更多筹资案陆续排队上路，总金额可望进一步攀升。台湾科技业在发展 AI 产能上扮演举足轻重的角色，辉达 (
台积电冲上2,360元、改写新天价市值61兆元缔新猷
2026-05-28 网络阅读（89）
台股今 (28) 日再度发威，盘中冲上 44,936 点，再度缔造新猷，权王台积电 (2330-TW)(TSM-US) 表现同样亮眼，最高达 2,360 元，涨幅超过 2%，不仅改写新纪录，市值也同步登上新台币 61 兆元的新高。
〈台股开盘〉台积电刷天价2360元带队涨近700点攻抵4万5城下
2026-05-28 网络阅读（68）
随着油价回落以及美伊协议，美股四大指数 27 日涨多于跌，台股今 (28) 日开低走高，开 44240.8 点，下跌 16 点，而在台积电等电子权值股走扬下，指数延续多头气势一路上攻，最高涨近 600 点。早盘估量 1.5 兆元。
AI记忆体短缺冲击智慧手机市场料迎史上最糟一年
2026-05-28 网络阅读（61）
全球智慧型手机市场正迈向史上表现最差的一年，主要因 AI 热潮引发的记忆体短缺持续冲击销售。根据市场研究机构 IDC 最新报告，2026 年全球智慧型手机出货量预计将下滑 13.9%。
AI投资烧太大？祖克柏：当然会考虑出租AI算力进军云端运算市场
2026-05-28 网络阅读（97）
Meta 执行长祖克柏周三 (27 日) 表示，若公司未来 AI 资料中心投资出现多余算力，不排除进军云端运算市场。Meta 同时开始测试 AI 订阅服务，显示公司正积极寻找 AI 商业化与新营收来源。
物联智慧登COMPUTEX 大秀云平台与AI整合应用方案
2026-05-28 网络阅读（99）
2026 年台北国际电脑展 COMPUTEX 即将于 6 月 2 日盛大登场。台湾原生云端平台服务商 - 物联智慧 (TW-6565) 宣布重返科技盛会，本次展出以「Empowering AI Vision Together」为主轴，展示以云端影像管理系统 Cloud VMS 为核心的解决方案，透过整合 Edge AI 与 Cloud AI 技术，全面抢攻全球商机。云端平台加持促进 Edge AI、Cloud AI 应用落地顺应全球 AI 应用爆发式成长的趋势，物联智慧于展会中强势推出云端
没有明星CEO、本益比偏低美光打破兆美元级企业典型形象
2026-05-28 网络阅读（88）
美光 (Micron Technology)(MU-US) 已加入兆美元市值俱乐部，但从多项指标来看，它可说是这群科技巨头中的「异类」。
巨亨速报 - Factset 最新调查：兆丰金(2886-TW)EPS预估上修至2.53元，预估目标价为42元
2026-05-28 网络阅读（68）
FactSet 最新调查：兆丰金(2886-TW)EPS预估上修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
巨亨速报 - Factset 最新调查：弘塑(3131-TW)EPS预估上修至69.62元，预估目标价为4000元
2026-05-28 网络阅读（120）
FactSet 最新调查：弘塑(3131-TW)EPS预估上修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。

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