天天财经-提供金融入门知识-投资理财技巧-热点新闻

巴菲特卸任后波克夏照涨！B股连9涨写逾2年最长纪录
2026-10-14 网络阅读（59）
波克夏B股连涨9个交易日，创逾两年最长连涨纪录。周二收涨0.6%至520.59美元，创8月10日以来最高收盘价。巴菲特9月18日卸下董事长；Greg Abel接任执行长、Howard Buffett接任董事长。
研调：长江存储NAND出货量跃居全球第三 2026成长速度估达产业6倍
2026-10-14 网络阅读（66）
中国NAND快闪记忆体制造商长江存储（YMTC）持续扩大全球市场布局。根据Counterpoint Research最新《记忆体市场追踪与预测报告》，YMTC第2季NAND出货量排名全球第3，仅次于三星电子（Samsung Electronics）及SK海力士（SK Hynix），超越铠侠（Kioxia）与美光（Micron）。若将SK海力士旗下Solidigm的出货量分开计算，YMTC则排名全球第2。营收方面，YMTC全球NAND营收市占率从2025年第1季的9%提升至2026年第1季的14
Google Gemini 4 Argon全球上线！性价比「斩杀」GPT-6和Opus 5.5
2026-10-14 网络阅读（63）
Google推出Gemini 4 Argon，主打复杂推理、程式开发及多步骤任务，支援最高100万Token。 Argon内测带动代理程式码提交量增逾35%，并协助Chrome重构600万行旧码。首发API每百万输入Token收费2美元、输出10美元，Google以低价抢攻企业AI市场。
〈港股盘后〉明星科网股走强光通信及生医下挫恒指跌0.13%
2026-10-14 网络阅读（76）
港股周三(14日)开低后震荡，主要指数终场涨跌互见。截至收盘，恒生指数微跌0.13%，报24314.17点；国企指数微升0.10%，报8183.17点；恒生科技指数则表现较佳，收涨0.91%，报4174.47点。大盘早盘低开后震荡回升，盘中一度悉数转涨，但午后涨幅回落。盘面上，明星科网股显著回升，成为拉动科指的主要动力。其中，美团大涨逾6%，小米集团涨超5%，阿里巴巴上涨逾3%；仅哔哩哔哩等少数个股逆势下挫逾4%。消费与三胎概念股同步走强，受益于原奶价格回稳与内需修复预期，乳业股集体上扬，现
三福化(4755) 3大引擎发动！TMAH验证进度提前、CoWoS化学品放量，生医挂牌催化重新评价
2026-10-14 网络阅读（109）
过去两年受IC级TMAH(四甲基氢氧化铵)验证时程多次递延影响的三福化(4755)，2026年迎来营运转折，核心产品顺利对半导体大厂8吋厂出货，搭配CoWoS封装剥离剂(Stripper)拉货力道强劲，以及越南空分厂产能利用率突破110%，公司营运正式从验证等待期进入获利期。同时，三福化旗下三福生医预计于2026年11月登录兴柜，并于10月取得美国纳斯达克上市公司Ainos两项适应症之全球开发授权。 TMAH验证风险降级，高毛利半导体产品组合持续优化市场关注多时的IC级TMAH回收液验证，已
台股冲锋带旺商场环球购物估周年庆业绩年增达双位数
2026-10-14 网络阅读（60）
Global Mall全台8店周年庆携手20大品牌推逾70%独家商品，涵盖3C家电、秋冬服饰、化妆品等。 Global Mall Online同步推四大优惠主题，周年庆期间业绩预估年增双位数。
〈智慧能源周〉AI吃电怪兽！台电估10年内用电冲1100亿度经部推次世代钙钛矿与多元创能
2026-10-14 网络阅读（63）
台湾国际智慧能源周今开幕，赖清德到场；经济部展出离岸风电、钙钛矿、地热、储能氢能等绿能技术。台湾离岸风电累计装置容量已逾5GW、居全球第5，并公布2026至2039年中长程推动计划。台电估半导体用电2026年520亿度增至2035年1100亿度，推5大电厂直供7大园区并引导AIDC靠近电源端。
〈房产〉全台新、旧屋价差比一比房仲：前8大行政区预售屋比成屋贵上1倍
2026-10-14 网络阅读（61）
虽然房市冷清，但工料双涨压力迫使建商将营建成本反映在定价上，导致预售屋与成屋价格脱钩的现象更加明显。房仲业者依内政部实价登录资料，盘点近一年全台七大都会区预售屋与成屋价差幅度最大的前10名行政区。数据显示，台中、台南与高雄占了9席，且前8名行政区的预售屋单价皆比成屋高出1倍以上。永庆房屋研展中心副理陈金萍分析，台湾央行祭出第七波信用管制前，房市交易热络，建商积极购地、推案，推案范围也向外围区域扩展；但在信用管制上路后，面对买气降温与资金压力，建商推案转趋保守。在营建成本持续攀高的状况下，建商
黄仁勋又出手了！辉达提供英国2.5亿美元算力资源　支持AI安全研究
2026-10-14 网络阅读（57）
辉达未来5年将向英国提供2.5亿美元运算资源，支援AI安全研究。黄仁勋称英国每年获5000万美元加速运算资源，专供AI智能体安全测试。英国盼在AI风险评估与治理领域领先，AISecurityInstitute将受益。
知名空头罗森柏格：美股泡沫与失衡已达他40年职业生涯之最
2026-10-14 网络阅读（50）
总部位于多伦多的 Rosenberg Research & Associates Inc. 创办人罗森柏格(David Rosenberg)表示，他40年的职业生涯中，从未见过美国股市在估值、杠杆率和投资者部位达到如此极端的水准，呈现出极高的泡沫风险与失衡现象。罗森柏格强调，与网路泡沫时期相比，目前的牛市对人工智慧(AI)发展的依赖程度有过之而无不及。他认为美国是这波科技热潮的震央，而投资人正付出过高代价，因此他在个人的资产配置中已转向购买美国公债与海外股票。除了市场对 AI 的过度依赖外，

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周二收涨0.6%至520.59美元，创8月10日以来最高收盘价。
巴菲特9月18日卸下董事长；Greg Abel接任执行长、Howard Buffett接任董事长。", "createdAt": "2026-10-14T08:50:03.000Z", "author": "网络", "pv": 59, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20240, "title": "研调：长江存储NAND出货量跃居全球第三 2026成长速度估达产业6倍", "shortTitle": "研调：长江存储NAND出货量跃居全球第三 2026成长速度估", "img": "https://cimg.cnyes.cool/prod/news/6630266/l/f173e9177c404adc12e8c8e1e8059619.jpg", "description": "中国NAND快闪记忆体制造商长江存储（YMTC）持续扩大全球市场布局。根据Counterpoint Research最新《记忆体市场追踪与预测报告》，YMTC第2季NAND出货量排名全球第3，仅次于三星电子（Samsung Electronics）及SK海力士（SK Hynix），超越铠侠（Kioxia）与美光（Micron）。若将SK海力士旗下Solidigm的出货量分开计算，YMTC则排名全球第2。营收方面，YMTC全球NAND营收市占率从2025年第1季的9%提升至2026年第1季的14", "createdAt": "2026-10-14T08:46:03.000Z", "author": "网络", "pv": 66, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20225, "title": "Google Gemini 4 Argon全球上线！性价比「斩杀」GPT-6和Opus 5.5", "shortTitle": "Google Gemini 4 Argon全球上线！性价比「", "img": "https://cimg.cnyes.cool/prod/news/6629878/l/523eb2d49a6b42e4324ab74c67813a0a.jpg", "description": "Google推出Gemini 4 Argon，主打复杂推理、程式开发及多步骤任务，支援最高100万Token。
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Global Mall Online同步推四大优惠主题，周年庆期间业绩预估年增双位数。", "createdAt": "2026-10-14T08:29:51.000Z", "author": "网络", "pv": 60, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20232, "title": "〈智慧能源周〉AI吃电怪兽！台电估10年内用电冲1100亿度经部推次世代钙钛矿与多元创能", "shortTitle": "〈智慧能源周〉AI吃电怪兽！台电估10年内用电冲1100亿度", "img": "https://cimg.cnyes.cool/prod/news/6630258/l/3b13701884fd52ba5f37e4446420e290.jpg", "description": "台湾国际智慧能源周今开幕，赖清德到场；经济部展出离岸风电、钙钛矿、地热、储能氢能等绿能技术。
台湾离岸风电累计装置容量已逾5GW、居全球第5，并公布2026至2039年中长程推动计划。
台电估半导体用电2026年520亿度增至2035年1100亿度，推5大电厂直供7大园区并引导AIDC靠近电源端。", "createdAt": "2026-10-14T08:27:00.000Z", "author": "网络", "pv": 63, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20233, "title": "〈房产〉全台新、旧屋价差比一比房仲：前8大行政区预售屋比成屋贵上1倍", "shortTitle": "〈房产〉全台新、旧屋价差比一比房仲：前8大行政区预售屋比成", "img": "https://cimg.cnyes.cool/prod/news/6630249/l/9ba027440c6b18d811b920b09bbc833a.jpg", "description": "虽然房市冷清，但工料双涨压力迫使建商将营建成本反映在定价上，导致预售屋与成屋价格脱钩的现象更加明显。房仲业者依内政部实价登录资料，盘点近一年全台七大都会区预售屋与成屋价差幅度最大的前10名行政区。数据显示，台中、台南与高雄占了9席，且前8名行政区的预售屋单价皆比成屋高出1倍以上。永庆房屋研展中心副理陈金萍分析，台湾央行祭出第七波信用管制前，房市交易热络，建商积极购地、推案，推案范围也向外围区域扩展；但在信用管制上路后，面对买气降温与资金压力，建商推案转趋保守。在营建成本持续攀高的状况下，建商", "createdAt": "2026-10-14T08:25:00.000Z", "author": "网络", "pv": 61, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20226, "title": "黄仁勋又出手了！辉达提供英国2.5亿美元算力资源　支持AI安全研究", "shortTitle": "黄仁勋又出手了！辉达提供英国2.5亿美元算力资源　支持AI安", "img": "https://cimg.cnyes.cool/prod/news/6630230/l/bd385a0f40c42fb691e94daf423c7203.jpg", "description": "辉达未来5年将向英国提供2.5亿美元运算资源，支援AI安全研究。
黄仁勋称英国每年获5000万美元加速运算资源，专供AI智能体安全测试。
英国盼在AI风险评估与治理领域领先，AISecurityInstitute将受益。", "createdAt": "2026-10-14T08:20:06.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 20227, "title": "知名空头罗森柏格：美股泡沫与失衡已达他40年职业生涯之最", "shortTitle": "知名空头罗森柏格：美股泡沫与失衡已达他40年职业生涯之最", "img": "https://cimg.cnyes.cool/prod/news/6630202/l/be36b35c4de0e9542fb88f614704aeb1.jpg", "description": "总部位于多伦多的 Rosenberg Research & Associates Inc. 创办人罗森柏格(David Rosenberg)表示，他40年的职业生涯中，从未见过美国股市在估值、杠杆率和投资者部位达到如此极端的水准，呈现出极高的泡沫风险与失衡现象。罗森柏格强调，与网路泡沫时期相比，目前的牛市对人工智慧(AI)发展的依赖程度有过之而无不及。他认为美国是这波科技热潮的震央，而投资人正付出过高代价，因此他在个人的资产配置中已转向购买美国公债与海外股票。除了市场对 AI 的过度依赖外，", "createdAt": "2026-10-14T08:20:05.000Z", "author": "网络", "pv": 50, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }