天天财经-提供金融入门知识-投资理财技巧-热点新闻

百纳秒超低时延！阿里云峰会重磅发布平头哥真武M890晶片性能是前一代的3倍
2026-05-20 网络阅读（137）
阿里云周三 (20 日) 在 2026 阿里云峰会上正式发表平头哥新一代训推一体 AI 晶片「真武 M890」，以及基于该晶片的 128 卡超节点伺服器，全面布局 Agentic 时代所需的「晶片 - 云 - 模型 - 推理」技术体系。此次首度亮相的真武 M890 为平头哥真武系列的重大迭代，内建 144GB 显存，片间互联带宽达 800GB/s，效能达前一代真武 810E 的 3 倍。真武 M890 晶片原生支援 FP32 到 FP4 等多种资料精度，涵盖高精度训练到低精度推理的全场景应用
【袁志峰专栏】今月南向资金净买入显著减少
2026-05-20 网络阅读（110）
今日推介 - 腾讯 (700, $460), 目标价 $505, 止损价 $440
〈港股盘后〉科技与石油股午后发力恒指涨0.48% 终止三连跌
2026-05-19 网络阅读（102）
港股主要指数周二 (19 日) 反弹，扭转连续三个交易日的下跌。恒生指数今日高开后维持震荡，最高一度涨近 200 点，最终收盘上涨 122.67 点，涨幅 0.48%，报 25797.85 点。恒生科技指数午后由黑翻红，收涨
〈焦点股〉TPK-KY切入先进封装获涨声放量攻上涨停
2026-05-19 网络阅读（91）
触控面板厂 TPK-KY(3673-TW) 积极切入半导体先进封装领域，TGV 玻璃通孔技术为核心战略，正式开发运用于高阶运算晶片之玻璃载板，相关布局受市场关注，今 (19) 日股价逆势上扬，来到涨停价 75.4 元，委买张数突破 10
〈东联股东会〉董事长徐旭东请假副董席家宜主持估Q2转盈全年营运显著回升
2026-05-19 网络阅读（108）
远东集团旗下化工厂东联 (1710-TW) 今 (19) 日召开股东会，董事长徐旭东请假未出席，由副董事长席家宜主持，他表示，预期第二季将摆脱亏损转盈，全年也会获利，营运将较去年显著好转。
外交部领医疗国家队日内瓦参展携手广达等科技厂展AI诊断与临床经验
2026-05-19 网络阅读（95）
「2026 台湾智慧医疗与健康产业展」。本次展览亮点在于台湾「国家级医疗战队」的强强联手，参展阵容共 30 家，包括台大医院、北荣等顶尖医疗机构及广达、宏碁智医等 7 家科技公司。
嘉威股东会通过股利变更案原拟配股0.3元改为配息0.3元
2026-05-19 网络阅读（92）
嘉威生活 (3557-TW) 今 (5) 日股东会对于股利的配发案，则经由表决通过，对董事会原提出拟配发股票 0.3 元改为配息 0.3 元，依今天盘中嘉威股价均价 25.14 元计算，现金殖利率 1.19%。
AI开发者日登场！苏姿丰：超微大中华区工程师超4000人预计2030年全球每日50亿人使用AI
2026-05-19 网络阅读（155）
2026 超微 AI 开发者日今 (19) 日在中国上海举行，超微董事会主席兼执行长苏姿丰出席本次活动并在开幕仪式上登台演讲。苏姿丰在开幕演说中谈到超微在大中华区的进展和规划，并预测 2030 年全球将有 50 亿人每日使用 AI，而 AI 目前正处于转捩点，超微今年将加速 AI 发展动能。她也谈到超微对大中华区的承诺，并称该公司在大中华区的主要研发中心拥有超过 4000 名工程师，并在北京、上海、深圳、台北布局了 AI 卓越中心。苏姿丰指出，超微在中国已深耕超过 30 年，回顾这段历程
辉达财报前黄仁勋、戴尔访谈：AI正大规模进入企业、记忆体和先进晶片仍为核心瓶颈
2026-05-19 网络阅读（131）
辉达执行长黄仁勋于财报公布前接受《彭博》专访，指出 AI 代理时代已正式展开，未来十年将持续推动 AI 基础建设需求爆发。他坦言 HBM、高阶记忆体与先进制程供应仍严重不足，全球需求远超产能。同时，黄仁勋也谈及中国市场、台积电供应
〈焦点股〉美国Lumentum、AAOI重挫光通讯股跟着跳水脸绿
2026-05-19 网络阅读（103）
Lumentum、AAOI 受惠题材热夯，今 (2026) 年涨多受高档获利与卖压同步涌现，昨 (18) 日皆重挫逾 9%，今 (19) 日台股光通讯族群股价随之跳水，IET-KY 盘中亮灯跌停，其他如联亚 5 档跌半根停板。

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