天天财经-提供金融入门知识-投资理财技巧-热点新闻

辉达中国营收梦碎！川普证实中国拒买H200晶片：他们「想自己开发」
2026-05-17 网络阅读（114）
美国总统川普表示，中国拒绝批准企业采购辉达（NVIDIA）H200 AI 晶片，原因是北京希望发展自主 AI 技术与本土晶片产业。尽管美国已批准部分中国企业购买 H200，包括阿里巴巴、腾讯与字节跳动，但至今仍未实际出货。白宫同
「先厂务、后设备」红利爆发！半导体建厂潮进入收割期
2026-05-17 网络阅读（81）
随着 AI、晶圆代工、记忆体及先进封装的全球扩产需求喷发，半导体建厂潮正全面启动，有别于过往每两年一遇的竞争循环，如今各大科技产业皆具备庞大的扩建量体，让厂务工程业者迎来雨露均沾的黄金时代，观察全球半导体龙头的资本支出动向，随着大型厂务专案陆续推进与完工，市场的下一波焦点将正式转向设备拉货潮，确立了「先厂务、后设备」的长线成长基调。〈海外扩产红利发酵，厂务双雄营收创高〉大型厂务商近期缴出亮眼成绩，汉唐 (2404-TW) 前四月营收翻倍成长，主要受惠晶圆代工龙头与记忆体大厂的建厂规模，加上美
〈热门股〉机器人＋AI应用题材热夯和椿周涨16.52%站上所有均线
2026-05-17 网络阅读（90）
和椿 (6215-TW) 上周受惠「机器人题材」热夯，包括辉达 (NVDA-US) 带动的 AI 视觉与人形机器人热潮，加上 AI 科技巨头持续点火，资金持续卡进供应链环节，股价在外资连 2 日买超加持下，周涨 16.52%，周 K 也连收 3 红。
〈热门股〉宇峻单季赚赢整年今年获利看俏逆势抗跌锁涨停
2026-05-17 网络阅读（70）
〈热门股〉宇峻单季赚赢整年今年获利看俏逆势抗跌锁涨停
川普拒答是否护台总统府：台海稳定为全球利益、美国军售为对台安全承诺
2026-05-17 网络阅读（119）
川普结束「川习会」后，接受媒体专访时提及不寻求台湾独立、对台军售是谈判筹码等言论。对此，总统府发言人郭雅慧今 (16) 日表示，确保台海安全稳定为台、美与全球民主国家共同利益所在，台美军售为美国对台湾安全承诺。
记忆体晶片股狂飙后危险了？分析师：已过热、建议「适时获利了结」
2026-05-16 网络阅读（92）
AI 热潮推升记忆体晶片股疯狂飙涨，Roundhill Memory ETF 上市六周暴涨逾 80%，吸引近百亿美元资金涌入。不过，多位分析师警告半导体类股已出现过热与泡沫化迹象，RSI 技术指标逼近 90，美光
美著名投资者建议「清空美股」！示警全球金融风暴将至、喊抱紧黄金与白银
2026-05-16 网络阅读（99）
量子基金共同创办人 Jim Rogers 警告，全球可能迎来史上最严重金融危机，AI 泡沫、各国债务失控与能源危机将成为核心导火线。他批评关税政策、看空美国财政前景，并透露已清空多数股票部位、持续加码中国股票与黄金白银。罗杰斯
AI红利分配不均引爆罢工！三星记忆体部门狂欢逻辑晶片部门心寒全球半导体供应蒙尘
2026-05-16 网络阅读（59）
南韩半导体巨头三星电子正面临创纪录的劳资危机，超过 4.5 万名员工威胁自下周四 (21 日) 起发动公司史上最大规模罢工，抗议奖金分配方案严重不公。这场风波不仅引发南韩政府与外资震动，更对全球 AI 供应链构成潜在威胁。冲突核心在于三星将巨额利润集中奖励给记忆体晶片部门员工。随着全球 AI 热潮推升记忆体晶片价格，三星提出给予 2.7 万名记忆体部门员工最高达年薪 607% 的奖金，而负责为辉达、特斯拉研发 AI 晶片的 2.3 万名逻辑晶片与晶圆代工员工，奖金仅为年薪的 50% 至 100
「这支AI股」成最大赢家！外媒：将是2026年底那斯达克表现最佳股票
2026-05-16 网络阅读（79）
AI 基础建设热潮持续推升科技股，SanDisk 自威腾电子分拆后股价年内暴涨 526%，成为那斯达克 100 最强势个股。受惠 AI 资料中心与边缘运算需求爆发，公司最新财报营收年增 251%、资料中心业务大增 645%，市场看好其成为
三星电子18天大罢工倒数！工会拒绝让步、南韩政府罕见警告半导体供应链恐遭重击
2026-05-16 网络阅读（75）
三星电子劳资冲突持续升温，工会宣布将于 5 月 21 日至 6 月 7 日发动 18 天大罢工，即使管理层罕见公开道歉并提出无条件对话，工会仍拒绝让步。市场担忧，若超过 5 万名员工参与罢工，三星半导体生产与全球供应链恐遭重大冲击，损失上看 40

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"title": "「这支AI股」成最大赢家！外媒：将是2026年底那斯达克表现最佳股票", "shortTitle": "「这支AI股」成最大赢家！外媒：将是2026年底那斯达克表现", "img": "https://cimg.cnyes.cool/prod/news/6461098/l/895d8ebfe69d77db508dda8882f3e4c4.jpg", "description": "AI 基础建设热潮持续推升科技股，SanDisk 自威腾电子分拆后股价年内暴涨 526%，成为那斯达克 100 最强势个股。受惠 AI 资料中心与边缘运算需求爆发，公司最新财报营收年增 251%、资料中心业务大增 645%，市场看好其成为", "createdAt": "2026-05-16T10:00:08.000Z", "author": "网络", "pv": 79, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 144, "title": "三星电子18天大罢工倒数！工会拒绝让步、南韩政府罕见警告半导体供应链恐遭重击", "shortTitle": "三星电子18天大罢工倒数！工会拒绝让步、南韩政府罕见警告 ", "img": "https://cimg.cnyes.cool/prod/news/6461061/l/41a39b13c9c6f378257e3bcad8ae24b4.jpg", "description": "三星电子劳资冲突持续升温，工会宣布将于 5 月 21 日至 6 月 7 日发动 18 天大罢工，即使管理层罕见公开道歉并提出无条件对话，工会仍拒绝让步。市场担忧，若超过 5 万名员工参与罢工，三星半导体生产与全球供应链恐遭重大冲击，损失上看 40", "createdAt": "2026-05-16T09:30:08.000Z", "author": "网络", "pv": 75, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }