天天财经-提供金融入门知识-投资理财技巧-热点新闻

〈国巨股东会〉陈泰铭：需求很好下半年会非常忙 MLCC涨价「拭目以待」
2026-05-27 网络阅读（88）
陈泰铭：需求很好下半年会非常忙 MLCC 涨价「拭目以待」
〈辉达员工大会〉台湾新总部2030年启用将容纳4,000名员工
2026-05-27 网络阅读（92）
辉达 (NVDA-US) 今 (27) 日于北士科 T17、T18 基地举办台湾员工大会，执行长黄仁勋表示，辉达台湾新总部将承袭加州总部设计精神，预计 2026 年底动工、2030 年搬入，基地规划约 70 万平方英尺，可容纳约 4,000 名员
彭博：辉达AI晶片疑绕道「日本」流入中国
2026-05-27 网络阅读（127）
《彭博》周三 (26 日) 报导，知情人士透露，台湾基隆地检署上周拘提三名涉案人士，指控其涉嫌伪造出口文件，涉及出口搭载辉达先进 AI 晶片的美超微 (SMCI-US) 伺服器
盘中速报 - 集中市场加权指数上涨912.49点至44437.86点，涨幅2.1%
2026-05-27 网络阅读（62）
集中市场加权指数盘中涨幅2.1%，转单利多、科技股概念表现强劲。快同时查看近日周月绩效与即时新闻资讯。
避险基金与共同基金罕见同步转向！半导体狂吸资金、软体股遭大幅抛售
2026-05-27 网络阅读（57）
高盛最新报告显示，华尔街避险基金与大型共同基金在第一季罕见同步减持软体股、加码半导体，资金轮动创历史新高。同时两大机构在杠杆与现金配置上出现分歧，揭示科技股内部剧烈结构性调整。
小米跟进DeepSeek！MiMo模型API永久降价雷军：最多降99%
2026-05-27 网络阅读（56）
小米今 (27) 日宣布，对旗下 MiMo-V2.5 系列大模型 API 实施永久性降价，并同步优化 Token Plan 计费体系，成为继 DeepSeek 之后又一大幅调降 API 价格的模型公司。小米创办人、董事长兼执行长雷军今日在微博转发相关消息时写道：「今天凌晨，MiMo-V2.5 系列做了一次大幅度的价格调整，最高降幅达 99%，不再区分上下文窗口。欢迎更多开发者接入 Xiaomi MiMo 大模型。」根据官方公告，此次调价是技术团队在底层推理系统持续优化后推出的「永久性翻新」。
如果只能看一个指标判断AI泡沫投资大咖：「我会看台积电产能决策」
2026-05-27 网络阅读（70）
华尔街科技投资大咖、Atreides Management 投资长 Gavin Baker 直言亚马逊 AI 晶片 Trainium 才是当前最被低估的标的，而真正决定 AI 泡沫是否形成的关键是台积电
映泰进军COMPUTEX 2026 布局辉达边缘AI与NPU生态系
2026-05-27 网络阅读（67）
映泰 (2329-TW) 将于 2026 Computex 台北国际电脑展，展现边缘 AI 策略与产品，今年将应用大举拓展至 VLM、VSS 及当前最受瞩目的代理式 AI (Agentic AI) 解决方案，并深化与 AI 生态系伙伴的跨界合
苹果的AI困境或许可由iPhone「AI代理护城河」化解
2026-05-27 网络阅读（80）
苹果 (AAPL-US) 因长期延后升级 Siri，以及缺乏大型自研 AI 模型，被市场普遍视为 AI 竞赛中的落后者。不过，AI 代理的崛起，可能让这项看似弱势的因素反而成为苹果最大优势。
〈焦点股〉富邦金续飙天价稳坐金融市值王中信金首破60元缔新猷
2026-05-27 网络阅读（70）
台股今 (27) 日气势如虹，强势站上 44000 点大关，尽管市场目光多集中在强力吸金的 AI 相关电子股，但金融龙头股近期也悄悄展开一波强势的补涨行情。其中，富邦金 (2881-TW) 重回外资怀抱

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