天天财经-提供金融入门知识-投资理财技巧-热点新闻

2026为「推理之年」！超微苏姿丰：CPU需求年增50%　EPYC年卖1000亿美元
2026-10-14 网络阅读（53）
苏姿丰看好CPU长线，称2026年为推理之年，2030年CPU潜在市场规模可破2000亿美元。 AMD目标拿下逾50%市占；EPYC首季营收市占46.2%，整体x86出货量市占首破30%。 Helios已量产出货给OpenAI、Meta等；另发表Helion机架系统，11/26伙伴将推产品。
高盛看多美股却「两次」提到网路泡沫！2027年股票供给恐达2.3兆美元
2026-10-14 网络阅读（53）
高盛认为美股市场广度未如外界悲观，标普500近三分之二成分股年初至今维持正报酬。标普500成分股中位数较52周高点跌15%，约85%成分股跌逾10%，七巨头曝险占比创22%新高。高盛估2027年美股股票供给恐达2.3兆美元，创2000年来新高，企业获利成长也将逐季放缓。
苹果iPhone卖再好也可能输掉AI战？分析师点出Muse与Grok威胁
2026-10-14 网络阅读（57）
Munster称苹果即使续卖数百万支iPhone，仍可能在AI竞赛输给Meta Muse等助理。他指使用者一旦付每月20美元养成流程，就难转向Siri；也忧苹果失去探索、导流与交易主导权。苹果新版Siri基于Google Gemini，但仍缺背景任务与第三方支援；Ives则看好25亿台装置优势。
统一超自助结帐全面导入多语系打造最绵密国际友善商店
2026-10-14 网络阅读（61）
7-ELEVEN即日起推7大语系自助结帐介面，40家门市先导入，10月底扩大至全台门市。 ibon机台外语服务年逾百万人次，提供中英日韩印尼越南马来等语言，方便国际旅客与来台工作者。另聘外籍生、外配与新住民逾1,300人，外籍生示范店24家。
全球AI竞速拚落地！叶俊显祭4招助企业降低转型门槛力挺进军海外
2026-10-14 网络阅读（58）
全球数位竞逐加速，企业如何善用 AI Agent 建立营运韧性、提升决策效率并打造智慧服务与创新商模，已成为产官学界共同关注的核心课题。经济日报今（14）日以「AI Agent新赛局」为主题举办「2026科技论坛」，汇聚政府代表、科技领袖与企业决策者，深入探讨 AI Agent 发展趋势、关键技术与产业布局，协力企业掌握智慧转型契机。国发会主委叶俊显特别应邀出席致词，强调政府将持续透过算力、人才、应用及治理四大面向，完善国内 AI 发展环境，协助台湾产业在全球 AI 浪潮中脱颖而出。叶俊显指出
蔡康永现身沈伯洋竞选活动国台办表态！
2026-10-14 网络阅读（76）
陈斌华称任何人、任何势力都不能做「两面人」。沈土城为躲避制裁，以另一家公司VWAY名义，继续与大陆相关企业进行贸易往来与业务合作。陆方禁止VWAY与大陆组织、企业、个人合作。
技嘉旗下技钢科技进军欧洲主权AI市场携手Scaleway部署AMD AI与云端平台
2026-10-14 网络阅读（67）
技嘉旗下技钢今(14)日宣布与法国云端服务商 Scaleway 合作，于巴黎 ai-PULSE 展会上共同发布采用 AMD Instinct™ GPU 的 AI 与云端平台。技钢科技提供运算基础架构的核心伺服器，作为涵盖运算、储存与液冷的整合生态系的一环。 Scaleway 正在欧洲建构大规模 AI 基础架构，让企业、研究机构及 AI 开发者得以在欧盟资料中心内使用高效能云端服务。AMD Instinct™ MI355X GPU 为 Scaleway 的 AI 云端产品组
沈伯洋之父以新公司从大陆谋利国台办：实施惩戒
2026-10-14 网络阅读（65）
大陆国务院台办14日（周三）举行例行记者会，发言人陈斌华表示，民进党台北市长候选人沈伯洋一边鼓噪「反中抗中」，阻碍两岸交流合作，一边会同亲属想方设法从大陆赚钱，丑陋行径令人不齿。据《澎湃新闻》报导，有记者问，近日有媒体报导，沈伯洋一边鼓噪「抗中保台」，一边想方设法会同其父逃避大陆制裁从大陆赚钱，请问对此有何回应？陈斌华说，2025年6月，国务院台办宣布对沈伯洋之父沈土城担任负责人的兆亿有限公司实施惩戒。经查，沈土城为躲避制裁，以另一家公司VWAY名义，继续与大陆相关企业进行贸易往来与业务合作
响应「金融大回馈」南山人寿创新微型保险以核心本业有感守护脆弱族群
2026-10-14 网络阅读（50）
响应金管会「金融大回馈」政策，南山人寿持续实践普惠金融精神，以保险核心能力守护经济弱势族群，自2014年推动微型保险至今，累计捐款逾新台币1.6亿元、协助逾126万人次获得保障。今年以来，更率先开办「团体微型首次罹患癌症健康保险(GMCL)」，并携手环境部推出全国首张「团体微型热伤害住院关怀健康保险(GMHM)」，以保险专业扩大守护范围；为进一步掌握气候变迁带来的新兴健康风险，南山人寿近期也与外部气候智库合作，深入研究分析气候变化与疾病风险的关联，让保险从事后理赔进一步走向风险预警与提前保障，持
「美债抛售远未结束！」　桥水基金达利欧预警：供需失衡加剧债务螺旋
2026-10-14 网络阅读（76）
达利欧警告，美国进入债券供给扩张推升殖利率新阶段，债券熊市恐还有很长的路。他指美国债务负担已为二战以来最高，今年约10兆美元债务到期、另需新增2.1兆美元借款。庞大发债与AI投资竞争资金，推升新债溢价需求；他建议减持债券、转向黄金。

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另聘外籍生、外配与新住民逾1,300人，外籍生示范店24家。", "createdAt": "2026-10-14T03:02:08.000Z", "author": "网络", "pv": 61, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20167, "title": "全球AI竞速拚落地！叶俊显祭4招助企业降低转型门槛力挺进军海外", "shortTitle": "全球AI竞速拚落地！叶俊显祭4招助企业降低转型门槛力挺进军", "img": "https://cimg.cnyes.cool/prod/news/6630036/l/088921e66c8cb93cbefb68e0ac4cdd92.jpg", "description": "全球数位竞逐加速，企业如何善用 AI Agent 建立营运韧性、提升决策效率并打造智慧服务与创新商模，已成为产官学界共同关注的核心课题。经济日报今（14）日以「AI Agent新赛局」为主题举办「2026科技论坛」，汇聚政府代表、科技领袖与企业决策者，深入探讨 AI Agent 发展趋势、关键技术与产业布局，协力企业掌握智慧转型契机。国发会主委叶俊显特别应邀出席致词，强调政府将持续透过算力、人才、应用及治理四大面向，完善国内 AI 发展环境，协助台湾产业在全球 AI 浪潮中脱颖而出。叶俊显指出", "createdAt": "2026-10-14T02:57:51.000Z", "author": "网络", "pv": 58, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20168, "title": "蔡康永现身沈伯洋竞选活动国台办表态！", "shortTitle": "蔡康永现身沈伯洋竞选活动国台办表态！", "img": "https://cimg.cnyes.cool/prod/news/6630055/l/0ef4632281c89158ad19a21034ced87a.jpg", "description": "陈斌华称任何人、任何势力都不能做「两面人」。
沈土城为躲避制裁，以另一家公司VWAY名义，继续与大陆相关企业进行贸易往来与业务合作。
陆方禁止VWAY与大陆组织、企业、个人合作。", "createdAt": "2026-10-14T02:52:09.000Z", "author": "网络", "pv": 76, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20156, "title": "技嘉旗下技钢科技进军欧洲主权AI市场携手Scaleway部署AMD AI与云端平台", "shortTitle": "技嘉旗下技钢科技进军欧洲主权AI市场携手Scaleway部", "img": "https://cimg.cnyes.cool/prod/news/6630034/l/74d113f231b28aac6edb94bac5f83027.jpg", "description": "技嘉旗下技钢今(14)日宣布与法国云端服务商 Scaleway 合作，于巴黎 ai-PULSE 展会上共同发布采用 AMD Instinct™ GPU 的 AI 与云端平台。技钢科技提供运算基础架构的核心伺服器，作为涵盖运算、储存与液冷的整合生态系的一环。 Scaleway 正在欧洲建构大规模 AI 基础架构，让企业、研究机构及 AI 开发者得以在欧盟资料中心内使用高效能云端服务。AMD Instinct™ MI355X GPU 为 Scaleway 的 AI 云端产品组", "createdAt": "2026-10-14T02:46:17.000Z", "author": "网络", "pv": 67, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20157, "title": "沈伯洋之父以新公司从大陆谋利国台办：实施惩戒", "shortTitle": "沈伯洋之父以新公司从大陆谋利国台办：实施惩戒", "img": "https://cimg.cnyes.cool/prod/news/6630050/l/764ad0003c74ee6dd3cb4fe4f2d11f8e.jpg", "description": "大陆国务院台办14日（周三）举行例行记者会，发言人陈斌华表示，民进党台北市长候选人沈伯洋一边鼓噪「反中抗中」，阻碍两岸交流合作，一边会同亲属想方设法从大陆赚钱，丑陋行径令人不齿。据《澎湃新闻》报导，有记者问，近日有媒体报导，沈伯洋一边鼓噪「抗中保台」，一边想方设法会同其父逃避大陆制裁从大陆赚钱，请问对此有何回应？陈斌华说，2025年6月，国务院台办宣布对沈伯洋之父沈土城担任负责人的兆亿有限公司实施惩戒。经查，沈土城为躲避制裁，以另一家公司VWAY名义，继续与大陆相关企业进行贸易往来与业务合作", "createdAt": "2026-10-14T02:38:44.000Z", "author": "网络", "pv": 65, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20158, "title": "响应「金融大回馈」南山人寿创新微型保险以核心本业有感守护脆弱族群", "shortTitle": "响应「金融大回馈」南山人寿创新微型保险以核心本业有感守护", "img": "https://cimg.cnyes.cool/prod/news/6630031/l/15aa1022c8c79c76aa2413e9e22f4ecd.jpg", "description": "响应金管会「金融大回馈」政策，南山人寿持续实践普惠金融精神，以保险核心能力守护经济弱势族群，自2014年推动微型保险至今，累计捐款逾新台币1.6亿元、协助逾126万人次获得保障。今年以来，更率先开办「团体微型首次罹患癌症健康保险(GMCL)」，并携手环境部推出全国首张「团体微型热伤害住院关怀健康保险(GMHM)」，以保险专业扩大守护范围；为进一步掌握气候变迁带来的新兴健康风险，南山人寿近期也与外部气候智库合作，深入研究分析气候变化与疾病风险的关联，让保险从事后理赔进一步走向风险预警与提前保障，持", "createdAt": "2026-10-14T02:22:09.000Z", "author": "网络", "pv": 50, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20155, "title": "「美债抛售远未结束！」　桥水基金达利欧预警：供需失衡加剧债务螺旋", "shortTitle": "「美债抛售远未结束！」　桥水基金达利欧预警：供需失衡加剧债务", "img": "https://cimg.cnyes.cool/prod/news/6630030/l/5d2d4270c5a549310e68c56c69076e77.jpg", "description": "达利欧警告，美国进入债券供给扩张推升殖利率新阶段，债券熊市恐还有很长的路。
他指美国债务负担已为二战以来最高，今年约10兆美元债务到期、另需新增2.1兆美元借款。
庞大发债与AI投资竞争资金，推升新债溢价需求；他建议减持债券、转向黄金。", "createdAt": "2026-10-14T02:20:06.000Z", "author": "网络", "pv": 76, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }