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"title": "Fed 10月升息反成美股利多?美银示警「债券终结泡沫」",
"shortTitle": "Fed 10月升息反成美股利多?美银示警「债券终结泡沫」",
"img": "https://cimg.cnyes.cool/prod/news/6627882/l/5db34514546d6732fe6237beac9868bb.jpg",
"description": "美债10年期殖利率一度升至5.36%,30年期创2002年来高点;法德利差扩大至140基点,全球债市压力升温 美银Hartnett示警高利率重估财政、AI支出与估值,并认为Fed若10月升息,或可压制长债殖利率失控 市场现金停泊约8兆美元,期中选举与长债殖利率走势成关键,恐牵动股市与风险资产重新定价",
"createdAt": "2026-10-12T06:20:04.000Z",
"author": "网络",
"pv": 53,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 19783,
"title": "〈台股盘后〉金融海运联手拉擡49000点失而复得 留逾500点下影线",
"shortTitle": "〈台股盘后〉金融海运联手拉擡49000点失而复得 留逾500",
"img": "https://cimg.cnyes.cool/prod/news/6628040/l/e64d328f5c90dd3f16d2b814e6fc41c5.jpg",
"description": "台股今(12)日面临电子权值压盘,但台积电跌点收敛,金融股、货柜海运三雄拉擡下,加权指数开低走高,留下逾 500 点下影线,49000 点失而复得,终场小跌 11.48 点,收49301.96点,成交金额8439亿元。 台积电今日收2540元,下跌10元,联发科跌1.39%,受到美国337调查影响,台达电今日跌3%,鸿海跌1.8%,广达也跌1%,其余包括欣兴、联电等也走跌,日月光投控、台光电则逆势涨2%。和硕受惠AI伺服器专案开始出货,9月营收跳增,同样冲上亮灯整停。 高价股方面,股王信骅逆势涨",
"createdAt": "2026-10-12T06:19:03.000Z",
"author": "网络",
"pv": 65,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 19784,
"title": "联征新制10月底上路,券商、银行端初期融资必然保守!",
"shortTitle": "联征新制10月底上路,券商、银行端初期融资必然保守!",
"img": "https://cimg.cnyes.cool/prod/news/6628025/l/e705bde52c0ec7b8edc3127abd18ec9d.jpg",
"description": "金管会公告联征中心建跨业信用查询平台,预计10月底上线。 券商与银行经客户同意后,可双向调用借款、融资等信用资讯,掌握是否过度杠杆。 在台股四贷同堂热潮后,新制初期券商恐偏保守;银行资金也偏紧,LCR Q3传跌破120%。",
"createdAt": "2026-10-12T05:43:21.000Z",
"author": "网络",
"pv": 58,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 19785,
"title": "台智云主权AI模型报捷 跻身数发部评测十强、打入五大产业场域",
"shortTitle": "台智云主权AI模型报捷 跻身数发部评测十强、打入五大产业场域",
"img": "https://cimg.cnyes.cool/prod/news/6628019/l/7dd7dcd31068bb43a82eb78b1c1bda8f.jpg",
"description": "台智云(7735-TW)今(12)日宣布,旗下福尔摩沙大模型(Formosa Foundation Model;FFM)于数位发展部数位产业署推动之AIEC 2026年9月底语言模型官方评测中,FFM-Gemma4-31B、FFM-Muse-Glimmer-30B分居综合第9、第10名;在公开榜单中明确揭露模型规模且350亿参数以下的大模型中,包办第2、第3名,FFM-Gemma4-26B亦进入前20。 台智云总经理吴汉章表示,主权AI的核心,是让政府与企业自主掌握模型、资料、部署及治理能力。自",
"createdAt": "2026-10-12T05:40:08.000Z",
"author": "网络",
"pv": 55,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 19771,
"title": "东浦精密跨AI应用产品放量出货 Q3营收11.41亿元创新高年增81%",
"shortTitle": "东浦精密跨AI应用产品放量出货 Q3营收11.41亿元创新高",
"img": "https://cimg.cnyes.cool/prod/news/6628017/l/713a0a6b90d271c84487abafd8e13403.jpg",
"description": "东浦精密2026年第三季营收11.41亿元创高,年增81.73%;9月营收4.04亿元、月增9.24%。 AI应用产品自第三季大量出货,带动AI资料中心Track Busway插接箱与架空配电组件放量。 泰国子公司拟投资6亿泰铢,加上并购Bi-Link纳入合并,推动产能布局与毛利率回升。",
"createdAt": "2026-10-12T05:33:50.000Z",
"author": "网络",
"pv": 70,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
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