天天财经-提供金融入门知识-投资理财技巧-热点新闻

〈工业生产指数〉4月工业及制造业生产指数齐创同期高电脑电子业前4月飙增118%
2026-05-26 网络阅读（68）
经济部今（26）日公布 115 年 4 月工业生产统计，受惠于人工智慧（AI）、高效能运算及云端资料服务等应用需求畅旺，挹注资讯电子产业生产动能稳健提升。4 月工业生产指数达 125.63，与上年同月相比，年增率高达 14.16%，双
〈港股盘后〉恒指窄幅震荡科指劲扬1.59% 联想飙逾15%创新高
2026-05-26 网络阅读（58）
香港股市主要指数周一 (26 日) 走势分化，恒生科技指数全天表现强势，收盘上涨 1.59%，报 4946.88 点，恒生指数微跌 0.03%，报 25599.45 点，国企指数与红筹指数分别上涨 0.3% 及 0.15%。
加速出海！阿里云新加坡发布全新海外AI产品官网Qwen Cloud 全面拥抱「智能体云」
2026-05-26 网络阅读（64）
阿里云今 (26) 日在新加坡面向海外市场一口气发布多项重磅 AI 产品与基础设施升级，标志着其全球化战略正式迈入「智能体优先」(Agent-First)新阶段。阿里云此次发布的核心包括全新 AI 产品官网 Qwen Cloud、多智能体协作平台 MuleRun、智能体程式设计平台 Qoder 的重大更新，以及底层云基础设施的全面重构。阿里云首席技术长、国际业务总裁李飞飞表示，海外市场对 AI 的需求持续井喷，尤其是智能体的爆发让模型调用量与云资源消耗呈指数级增长，阿里云必须重写云服务的交互
共信-KY肺癌新药中国市场下半年看俏同步加速国际授权
2026-05-26 网络阅读（70）
共信 - KY 今 (26) 日召开法说会，总经理林懋元指出，旗下肺癌新药普罗先安 (PTS302) 已完成中国营销策略优化，预计将下半年将迎来强劲成长动能。另外，PTS302 也加速中国以外的国际市场授权，向多国递交新药上市许可申请。
美律廖耕彬接任董事长推动公司治理2.0 确立三大转型战略
2026-05-26 网络阅读（64）
电声厂美律 (2439-TW) 今 (26) 日举办股东会。会中顺利推选出廖耕彬出任新任董事长并于即日起正式生效，前任董事长廖禄立与副董事长魏文杰则双双卸下行政职务，未来将以董事身份持续留任董事会以协助传承治理经验。
永丰金证股票礼品卡扩大使用场景开通企业发送
2026-05-26 网络阅读（72）
永丰金证股票礼品卡扩大使用场景开通企业发送
AI智能体浪潮引爆「超级周期」！花旗：伺服器CPU市场至2030年将扩张至逾1300亿美元
2026-05-26 网络阅读（76）
根据花旗集团最新发布的产业展望报告，全球伺服器 CPU 市场即将进入爆发式成长期，市场规模预计将从去年的 293 亿美元，一路攀升至 2030 年的 1320 亿美元。报告指出，这波扩张的核心动能将来自于被称为「代理型 CPU」(Agentic CPU) 的全新晶片类别，这类处理器专为支援自主性愈来愈高的 AI 工作负载而设计。根据花旗分析，通用型伺服器 CPU 市场的年复合成长率 (CAGR) 将达 20%，至 2030 年规模约 509 亿美元；AI 头节点处理器 (AI head no
AI封装革命引爆玻璃基板竞赛！英特尔争夺全球首个量产席位、韩中强敌环伺
2026-05-26 网络阅读（63）
受 AI 超级周期推动，全球玻璃基板市场竞争升温。英特尔加速推进商业化与 CPO 整合，韩国 Absolics 力拚率先量产，中国与三星亦积极布局。先进封装技术竞赛正重塑全球半导体供应链格局。
华擎旗下东擎科技前进COMPUTEX 联手群联大展记忆体优势
2026-05-26 网络阅读（60）
华擎 (3515-TW) 旗下 IPC 厂东擎 (7710-TW)，将进军 6/-6/5 举办的台北国际电脑展 COMPUTEX 2026 。东擎科技今年以安全开放的边缘 AI 为愿景主题，将在南港展览馆二馆四楼的大型展位中，全面呈现人工智
华为何庭波：「韬定律」是半导体由「几何缩微」转向「时间缩微」新路径
2026-05-26 网络阅读（54）
在 2026 国际电路与系统研讨会上，华为公司董事、半导体业务部总裁何庭波正式发表了名为「韬（τ）定律」的半导体发展新原则。这是中国在全球半导体领域首度提出指导产业演进的新范式，旨在应对摩尔定律日益严峻的物理极限与经济效

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