营收速报 - 2026年10月17日台股中小型公司9月营收一览(新增20家)
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营收速报 - 2026年10月17日台股大型公司9月营收一览(新增13家)
2026-10-17 网络 阅读(43)








2026-10-17 网络 阅读(51)
2026-10-17 网络 阅读(43)








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"description": "Bain估AI产业到2031年年收需6兆美元,现仅1.8兆,缺口4.2兆恐令资料中心支出失衡。 贝瑞10月11日改押那斯达克100与SMH卖权,预期9个月内市场见高点,履约价约低现价20%。 他仍看空AI热门股与大型云端承诺,称市场集中度高、波动低,但能否泡沫化仍待营收成长验证。",
"createdAt": "2026-10-16T23:30:08.000Z",
"author": "网络",
"pv": 64,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 20775,
"title": "两岸收紧科技管制!中国拟管制AI等40项技术出口 台湾严堵晶片走私",
"shortTitle": "两岸收紧科技管制!中国拟管制AI等40项技术出口 台湾严堵晶",
"img": "https://cimg.cnyes.cool/prod/news/6632558/l/dc54f94dedab513aa1245d8e37a0a097.jpg",
"description": "中国拟修订出口技术目录,新增40项技术、AI占23项,涵盖大型模型、AI代理与运算丛集。 商务部称管制重点在技术转移,API、App、SaaS等多数AI服务仍可海外拓展,已先要求相关出口登记。 台湾拟将AI伺服器与先进半导体纳入出口管制,违规运送中国将追究刑责。",
"createdAt": "2026-10-16T23:10:03.000Z",
"author": "网络",
"pv": 65,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 20764,
"title": "AI股杀声隆隆!恐慌指数VIX冲破22 大额买权押注11月波动延续",
"shortTitle": "AI股杀声隆隆!恐慌指数VIX冲破22 大额买权押注11月波",
"img": "https://cimg.cnyes.cool/prod/news/6632545/l/0fd28c1e908dd5eab7966ae2fdd4ae19.jpg",
"description": "AI股遭卖压,VIX周五突破22,4个月来首见 交易员斥资约280万美元买进11月VIX买权,防范波动延续至11月 那指跌幅逾2%,CoreWeave崩跌13%;下周等特斯拉、Meta财报",
"createdAt": "2026-10-16T22:40:03.000Z",
"author": "网络",
"pv": 51,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 20765,
"title": "AI资本开支藏「租赁帐单」!大摩估2027年投资规模达1.58兆美元",
"shortTitle": "AI资本开支藏「租赁帐单」!大摩估2027年投资规模达1.5",
"img": "https://cimg.cnyes.cool/prod/news/6632570/l/4a30f7e0c486107cb9f5efe5d28228b9.jpg",
"description": "租赁融资纳入后,摩根士丹利估2027年AI总资本开支升至1.58兆美元,较现金口径扩大14%。 2026至2027年AI投资增量约7,000亿美元,辉达料占标普500 AI资本开支流入约三分之二。 超大规模云端服务商已披露逾1.1兆美元租赁承诺,2027年恐成现金流赤字最大一年。",
"createdAt": "2026-10-16T22:30:02.000Z",
"author": "网络",
"pv": 125,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 20766,
"title": "《彭博》专访龚明鑫 台湾准备对中国紧缩AI晶片出口管制",
"shortTitle": "《彭博》专访龚明鑫 台湾准备对中国紧缩AI晶片出口管制",
"img": "https://cimg.cnyes.cool/prod/news/6632534/l/73d0e5a3d33d4e7ac9567c737ff3c140.jpg",
"description": "台湾拟加强 AI 伺服器与先进半导体出口管制,未经许可运往中国将依《贸易法》追刑责。 龚明鑫称新制将与美国限制措施接轨,现行品项、范围与实施时程仍待政府公布。 台湾规划赴美设供应链园区,首站德州,每座成本约20亿至40亿美元,协助中小供应商。",
"createdAt": "2026-10-16T22:20:03.000Z",
"author": "网络",
"pv": 54,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 20767,
"title": "〈纽约汇市〉美元逾1个月来首见单周跌幅 升息预期降温、AI疑虑持续",
"shortTitle": "〈纽约汇市〉美元逾1个月来首见单周跌幅 升息预期降温、AI疑",
"img": "https://cimg.cnyes.cool/prod/news/6631986/l/450f97e15b5acdf9317611260f443d40.jpg",
"description": "美元指数跌0.17%至101.87,本周跌约0.35%,创逾1个月首见单周贬值。 Fed官员称无急于再紧缩,CME显示本月维持利率不变机率升至83%。 AI股卖压蔓延至信用市场,避险资金推升英镑、瑞郎,美元兑日元跌0.08%。",
"createdAt": "2026-10-16T22:13:48.000Z",
"author": "网络",
"pv": 66,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
]
},
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