天天财经-提供金融入门知识-投资理财技巧-热点新闻

亚马逊AI晶片支援PyTorch免改程式码降低开发者转用Trainium门槛
2026-10-19 网络阅读（56）
2026年10月19日（优分析／产业数据中心报导）⸺ 亚马逊Amazon(AMZN-US)19日宣布推出新软体工具TorchNeuron，让开发者原本使用PyTorch撰写的AI程式码，不必重新编写，只需调整一项设定，就能在亚马逊自家Trainium AI晶片上执行。这项工具主要是降低开发者从辉达NVIDIA(NVDA-US)GPU转换至其他晶片的难度，让亚马逊能进一步争取AI运算需求。目前PyTorch是AI开发者最广泛使用的开源机器学习框架之一，而辉达经过十多年经营，已透过CUDA软体平台
AI太烧钱？辉达投资新创出招称帮客户省67%运算费
2026-10-19 网络阅读（62）
doubleAI将推首款「程式码执行模型」Maxwell，改善软体执行效率、降低企业运算成本。公司称已为早期客户省下67%运算费；LTX导入后推论速度增至2倍、GPU使用时间减半。 doubleAI成立约两年募资2.2亿美元，约半数资金买1,000颗辉达B300晶片，因算力租金持续上涨。
美半导体股连跌八日后反弹上周市值蒸发2兆美元、AI投资回报仍受关注
2026-10-19 网络阅读（57）
2026年10月19日（优分析／产业数据中心报导）⸺ 美国半导体股在上周大幅下跌后，19日盘前出现反弹，随着美国公债殖利率回落、国际油价下跌，科技股卖压暂时减轻。追踪美国半导体类股的iShares半导体ETF(SOXX-US)盘前上涨3.6%，上周跌幅接近12%。费城半导体指数上周累计下跌11.4%，创2025年3月以来最大单周跌幅。这波半导体股修正已持续一段时间。截至上周五，费城半导体指数连续八个交易日下跌，期间相关企业市值合计蒸发约2兆美元。主要受到美国通膨升温、联准会升息预期增加，以及市
振生半导体22奈米量子安全晶片年底量产抢攻后量子资安商机
2026-10-19 网络阅读（60）
振生半导体今（19）日宣布，首款结合物理不可复制函数（JPUF）与后量子密码（PQC）的22奈米资安晶片将于年底正式量产，此举象征台湾后量子资安领域，正式从研究研讨走入产业量产落地的全新阶段。由阳明交通大学与振生半导体共同主办的「2026量子电脑与后量子资安论坛」今（19）日于台湾科技新创基地登场，现场集结国科会、数位部数位产业署、工研院、资策会及产业领袖，全面串联「学研—政策—产业—应用」完整后量子安全价值链。振生半导体共同创办人暨技术长罗宇呈指出，AI
〈财报前瞻〉Netflix第三季营收估增11.8% 恐创三年同期最低增幅
2026-10-19 网络阅读（53）
Netflix周二盘后公布Q3财报，市场估营收年增11.8%至128.7亿美元，增幅创近三年同期最低。萨兰多斯称成长未达期待；公司裁员约6%，内容主管巴贾里亚离职、由莱斯接任。用户参与度转弱，美国流失率年增16.6%，观看时数降至49小时；直播与广告成为新动能。
台玻T-glass获认证、高阶玻纤布持续出货法人给予投资建议点赞
2026-10-19 网络阅读（62）
台玻9月营收月增8.1%、年增34.1%，前9月营收年增18.6%，优于市场预期受惠LOW DK高阶玻纤布持续出货，T-glass通过国内外认证，AI伺服器需求推升产品升级法人看好毛利率与营运动能，董事长林伯丰称今年投20亿元扩产，供不应求恐延续至2027年
科普环岛列车启程国科会：AI时代更需培育科研新秀
2026-10-19 网络阅读（54）
「2026台湾科普环岛列车」今从台北车站出发，展开6天全台科学之旅。吴诚文指AI基本法核心原则是人类自主，AI只是工具，应从小认识科学。列车设8节移动实验室，聚焦半导体、太空、智慧医疗等前瞻领域。
要解决美国40兆美元债务危机马斯克：唯有靠「AI与机器人」
2026-10-19 网络阅读（58）
马斯克称美国40.39兆美元国债危机，不能只靠削减支出，AI与机器人提升生产力才是解方。他坦言领导DOGE修补赤字困难，并称特斯拉已转向Optimus与Cybercab量产。其「全民高收入」说法遭桑德斯、曼达尼质疑，桑德斯并指其期中选举前捐共和党逾3亿美元。
中保旗下国云智慧停车登韩国首亮相AI「智慧停车管理数据中心」
2026-10-19 网络阅读（66）
中保科技(9917-TW)集团旗下的「国云智慧停车」创新再度登上国际舞台。于南韩江陵隆重举行的智慧交通界最高盛会「2026江陵ITS世界大会（ITS World Congress）」上，由中保科技董事长林建涵、国云智慧停车董事长张奕春等今(19）日宣布，发表全台首创「智慧停车管理数据中心」登上国际级展会盛大展出。中保旗下国云智慧停车并在此地成功向全球展现台湾在路边智慧停车、AIoT 软硬体整合与数据治理上的顶尖实力，交通部政务次长陈彦伯也亲自来到韩国江陵ITS世界大会现场参访。中保科技董事长
巨亨速报 - Factset 最新调查：视阳(6782-TW)目标价调升至300.5元，幅度约4.34%
2026-10-19 网络阅读（58）
根据FactSet最新调查，共6位分析师，对视阳(6782-TW)提出目标价估值：中位数由288元上修至300.5元，调升幅度4.34%。其中最高估值306元，最低估值200元。综合评级 - 共有6位分析师给予视阳(6782-TW)评价：积极乐观5位、保持中立1位、保守悲观0位。视阳(6782-TW)今(19日)收盘价为254元。近5日股价上涨2.83%，相关生技医疗近5日下跌3.28%，集中市场加权指数下跌5.03%，股价涨幅表现优于大盘。资料来源：Factset，数据仅供参考，不作为投资建议

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列车设8节移动实验室，聚焦半导体、太空、智慧医疗等前瞻领域。", "createdAt": "2026-10-19T12:48:09.000Z", "author": "网络", "pv": 54, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20960, "title": "要解决美国40兆美元债务危机马斯克：唯有靠「AI与机器人」", "shortTitle": "要解决美国40兆美元债务危机马斯克：唯有靠「AI与机器人」", "img": "https://cimg.cnyes.cool/prod/news/6633573/l/5895266bcd56a9b26494b5e2fc69efe8.jpg", "description": "马斯克称美国40.39兆美元国债危机，不能只靠削减支出，AI与机器人提升生产力才是解方。
他坦言领导DOGE修补赤字困难，并称特斯拉已转向Optimus与Cybercab量产。
其「全民高收入」说法遭桑德斯、曼达尼质疑，桑德斯并指其期中选举前捐共和党逾3亿美元。", "createdAt": "2026-10-19T12:40:05.000Z", "author": "网络", "pv": 58, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20945, "title": "中保旗下国云智慧停车登韩国首亮相AI「智慧停车管理数据中心」", "shortTitle": "中保旗下国云智慧停车登韩国首亮相AI「智慧停车管理数据中心", "img": "https://cimg.cnyes.cool/prod/news/6633621/l/d0ff6b42470ba35e6ccf769863db8cfd.jpg", "description": "中保科技(9917-TW)集团旗下的「国云智慧停车」创新再度登上国际舞台。于南韩江陵隆重举行的智慧交通界最高盛会「2026江陵ITS世界大会（ITS World Congress）」上，由中保科技董事长林建涵、国云智慧停车董事长张奕春等今(19）日宣布，发表全台首创「智慧停车管理数据中心」登上国际级展会盛大展出。中保旗下国云智慧停车并在此地成功向全球展现台湾在路边智慧停车、AIoT 软硬体整合与数据治理上的顶尖实力，交通部政务次长陈彦伯也亲自来到韩国江陵ITS世界大会现场参访。中保科技董事长", "createdAt": "2026-10-19T12:23:57.000Z", "author": "网络", "pv": 66, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20946, "title": "巨亨速报 - Factset 最新调查：视阳(6782-TW)目标价调升至300.5元，幅度约4.34%", "shortTitle": "巨亨速报 - Factset 最新调查：视阳(6782-TW", "img": "", "description": "根据FactSet最新调查，共6位分析师，对视阳(6782-TW)提出目标价估值：中位数由288元上修至300.5元，调升幅度4.34%。其中最高估值306元，最低估值200元。综合评级 - 共有6位分析师给予视阳(6782-TW)评价：积极乐观5位、保持中立1位、保守悲观0位。视阳(6782-TW)今(19日)收盘价为254元。近5日股价上涨2.83%，相关生技医疗近5日下跌3.28%，集中市场加权指数下跌5.03%，股价涨幅表现优于大盘。资料来源：Factset，数据仅供参考，不作为投资建议", "createdAt": "2026-10-19T12:10:26.000Z", "author": "网络", "pv": 58, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }