天天财经-提供金融入门知识-投资理财技巧-热点新闻

不想让OpenAI等巨头垄断AI！祖克柏开放Meta最强模型
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Meta Platforms(META-US)宣布将开放旗下最强人工智慧 (AI) 模型的权重，并推出可直接在消费性装置运行的新模型，借此挑战 OpenAI 与 Anthropic 等采取封闭模式的领先 AI 实验室。Meta 周一盘前上
不只卖比特币还卖股票 Strategy一周套现逾7亿美元
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塞勒 (Michael Saylor) 旗下 Strategy(MSTR-US)持续调整资本结构，上周同步出售比特币与普通股，以扩充现金储备并回购特别股。
560亿美元收购喊卡？GameStop拟改与eBay合作
2026-08-10 网络阅读（81）
外媒周一 (10 日) 援引知情人士消息报导，由执行长柯恩 (Ryan Cohen) 领导的 GameStop(GME-US) 正考虑撤回对 eBay(EBAY-US) 提出的 560 亿美元收购案，转而寻求建立合作伙伴关系或合资企业。
巨亨速报 - Factset 最新调查：奇𬭎(3017-TW)EPS预估上修至96.5元，预估目标价为3450元
2026-08-10 网络阅读（87）
FactSet 最新调查：奇𬭎(3017-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：环球晶(6488-TW)EPS预估上修至21.28元，预估目标价为1180元
2026-08-10 网络阅读（85）
FactSet 最新调查：环球晶(6488-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。
不想再看辉达脸色！微软向台积电要产能 Maia 300大举扩产
2026-08-10 网络阅读（84）
微软 (MSFT-US) 计划大幅提高新一代自研人工智慧 (AI) 晶片产量，并争取 Anthropic 等大型云端客户采用，以降低对辉达(NVDA-US)AI 加速器的依赖。
统一中国饮品卖不动了半年报营收近五年来首现下滑
2026-08-10 网络阅读（144）
近日统一企业中国公布 2026 年上半年财报，整体经营保持正增长，但两大主营业务呈现冷热分化格局，营收基本盘饮品业务收益回落，近五年首次下滑。
〈美股早盘〉荷姆兹僵局推升油价与美债殖利率主要指数平盘震荡
2026-08-10 网络阅读（84）
美股主要指数周一 (10 日) 开盘变动不大，标普 500 指数在创下历史新高后于平盘附近震荡。美国与伊朗短期内达成持久协议的希望降温，加上荷姆兹海峡恢复通航仍未取得进展，推升布兰特原油至每桶 85 美元。
辉达拟砸30亿美元投资Stargate供应链Lancium，布局AI资料中心电力
2026-08-10 网络阅读（83）
2026年08月10日（优分析／产业数据中心报导）⸺ 据《The Information》报导，辉达NVIDIA(NVDA-US)计划向电力基础设施开发商Lancium LLC投资最高30亿美元。Lancium由私募股权巨头Blackstone支持，也是大型AI基础设施计划「星际之门Stargate」的电力供应链成员，市场认为，辉达希望透过这笔投资掌握更多电力资源，支援AI资料中心客户持续扩建。这笔投资将分阶段进行。辉达会先投入20亿美元，取得Lancium 20%股权，之后视Lancium扩
中国人形机器人占全球出货量97% 确立早期领先优势
2026-08-10 网络阅读（101）
市场研究机构 Smart Analytics Global（SAG）的最新行业数据显示，2026 年上半年中国人形机器人制造商占全球 97% 以上的出货量，凸显中国在这个新兴领域确立早期领先优势。

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