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2026-10-16 网络 阅读(66)









2026-10-16 网络 阅读(66)

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"description": "摩根大通称10月AI股重挫后,因逢低买盘、库藏股与空头回补买盘都较少,反弹恐不如7月迅速。 韩国再成警讯,SK海力士、三星电子近月各跌近三分之一,费半近5日跌10%,英特尔等美晶片股也挫约一成。 AI资本支出降温、中国低价竞争与利率走高,加上Anthropic、OpenAI难获利,使整体AI链承压。",
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"author": "网络",
"pv": 51,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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{
"id": 20590,
"title": "传AI闯大祸!瑞典新实境秀节目整季遭删光 制作团队含泪被迫重剪",
"shortTitle": "传AI闯大祸!瑞典新实境秀节目整季遭删光 制作团队含泪被迫重",
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"description": "《The Challenge》整季已完成剪辑版在首播前数周遭删除,数月后制心血付诸流水。 消息指涉有权限的 AI 代理删除制作伺服器内容,但 TV4 调查认定事故源于「人为因素」非 AI。 原始拍摄素材未删,仍可重剪整季;但备份失效使后制重做,播出时程受压力。",
"createdAt": "2026-10-15T22:41:05.000Z",
"author": "网络",
"pv": 53,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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{
"id": 20591,
"title": "不只押注AI晶片 Bolt Graphics瞄准科学运算与专业绘图 拟募资1亿美元 估值上看7亿美元",
"shortTitle": "不只押注AI晶片 Bolt Graphics瞄准科学运算与专",
"img": "https://cimg.cnyes.cool/prod/news/6631682/l/40e2f9dde3fde13e46518d1928a9a0ae.jpg",
"description": "Bolt Graphics寻求募资1亿美元,目标估值7亿美元,开发GPU挑战NVIDIA与AMD。 公司聚焦超级电脑、科学模拟、专业绘图及游戏运算,初期锁定3D艺术工作者与游戏开发者。 Zeus GPU完成首轮测试,计划采用TSMC制程,募资将考验市场对非AI晶片新创的信心。",
"createdAt": "2026-10-15T22:40:04.000Z",
"author": "网络",
"pv": 59,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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{
"id": 20595,
"title": "Q布还没放量,德宏(5475)获利却已大幅成长!9月每股赚0.97元",
"shortTitle": "Q布还没放量,德宏(5475)获利却已大幅成长!9月每股赚0",
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"description": "2026年10月16日(优分析/产业数据中心报导)⸺ AI伺服器与高速网通需求持续成长,带动电子级玻纤布供需吃紧,价格上涨效益也开始反映在供应商获利上。玻纤布厂德宏(5475-TW)9月营收达3.24亿元,年增率高达227.61%,单月自结归属母公司净利达1.24亿元,每股盈余0.97元。2026年前9月累计营收达16.42亿元,年增率176.92%,显示产品价格与出货需求同步提升,带动公司营运明显改善。 为什么玻纤布开始供不应求?关键在于AI伺服器对高阶印刷电路板(PCB)的需求持续增加,而玻",
"createdAt": "2026-10-15T22:30:06.000Z",
"author": "网络",
"pv": 66,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 20592,
"title": "辉达、AMD、戴尔续跌 AI概念股为何重挫?",
"shortTitle": "辉达、AMD、戴尔续跌 AI概念股为何重挫?",
"img": "https://cimg.cnyes.cool/prod/news/6631664/l/4d233eed568c81ba8ce66b419a2100ff.jpg",
"description": "AI概念股周四续跌,全球前20大AI与半导体股本周市值蒸发逾1兆美元。 辉达、超微、英特尔与戴尔走弱;CoreWeave挫5.94%,黄仁勋称辉达无需为其提供财务担保。 市场忧升息与融资成本升高、记忆体供给过剩;韩日欧科技股同步重挫,SK海力士跌逾10%。",
"createdAt": "2026-10-15T22:30:05.000Z",
"author": "网络",
"pv": 47,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
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