天天财经-提供金融入门知识-投资理财技巧-热点新闻

OpenAI公布青少年ChatGPT使用报告！安全防护遭独立测试打问号
2026-10-08 网络阅读（58）
OpenAI发布首份青少年使用报告，称青少年日均用ChatGPT不到15分钟，连聊逾3小时比例低于2%。 OpenAI自8月推ChatGPT for Teens，启用家长控制与敏感议题限制，并拟增大学申请、学习卡片等功能。
不靠云端也能写程式！微软携辉达推AI笔电记忆体涨价却来搅局
2026-10-08 网络阅读（62）
微软发表可在PC执行的AI程式设计模型，并推Microsoft Execution Containers防AI代理未授权存取资料。纳德拉与黄仁勋同台推搭载辉达晶片的Surface Laptop Ultra。记忆体涨价推高成本，DGX Spark涨75%至6,950美元，恐怕高预算者才负担得起。
Fed会议纪录：升息还没完！多数官员估年底前再一次 10月不一定出手
2026-10-08 网络阅读（64）
Fed 9月会议全员支持升息1码，利率升至3.75%至4%，为2023年7月来首次升息多数官员认为年底前可能还需再升息一次，但10月是否行动未定，将依新数据与风险变化决策官员关注通膨仍高于2%目标与长债殖利率攀升，市场对10月再升息机率已降至约20%
美国原油库存大减也撑不起油价！柴油供应吃紧反涨3%
2026-10-08 网络阅读（57）
美国商业原油库存减318.6万桶，创6周最大降幅，总原油库存减约397万桶库欣库存增44.4万桶、汽油库存增38.2万桶，WTI回落至每桶89.50美元附近柴油库存仅减4.2万桶且出口创高，柴油期货涨约3%至每加仑4.72美元
纽约Fed调查：9月短期通膨预期冲上3.9% 创逾三年新高
2026-10-08 网络阅读（57）
纽约联准银调查：9月未来一年通膨预期升至3.9%，创2023年5月来高点家庭财务评价连2月恶化；42%称较去年差，支出成长预期升至5.5% 就业信心回稳：失业率上升预期降至44%，三个月内找到新工作机率升至46%
救世主还是新风暴？IMF总裁乔治艾娃揭AI带来的「希望与危机」
2026-10-08 网络阅读（56）
国际货币基金(IMF)总裁乔治艾娃(Kristalina Georgieva)表示，投资人与各国政府寄望推升全球经济的人工智慧(AI)，却正对经济成长带来日益庞大的压力，并呼吁各国决策官员不要再延后处理棘手的债务问题。乔治艾娃周三(7日)在新加坡一场活动中表示，AI「正迅速成为决定各国在全球经济中相对命运的关键驱动力」，但AI快速发展、能源成本飙升以及公共债务创纪录这三股力量，对本世纪本来就「不尽理想」的经济成长构成挑战。乔治艾娃说：「不论你喜爱、厌恶还是害怕AI，它都已经来了。」全球经济
AI热潮下谁在大卖股？辉达董事套现近9.5亿美元居冠
2026-10-07 网络阅读（81）
AI投资热潮延烧，第三季科技富豪大卖股，辉达董事史蒂文斯卖约9.47亿美元居冠。 Arista董事长乌拉尔、贝佐斯、CoreWeave英特拉托等上榜，多笔交易依10b5-1预定计划执行。卖股潮也扩及生技业；统计须搭配持股与交易背景，不能直接解读为看空AI。
马斯克想大买辉达晶片！SpaceX传巨额融资债市先紧张
2026-10-07 网络阅读（114）
SpaceX传正与银行及投资人洽谈筹资400亿美元，拟用于购买辉达晶片。消息带动SpaceX五年期CDS盘中升至195.2个基点新高，信用风险疑虑升高。 SpaceX 2056年到期公司债利差扩大至236个基点，较6月发行时175个基点明显走弱。
巨亨速报 - Factset 最新调查：南亚科(2408-TW)EPS预估上修至73.43元，预估目标价为660元
2026-10-07 网络阅读（67）
根据FactSet最新调查，共13位分析师，对南亚科(2408-TW)做出2026年EPS预估：中位数由72.63元上修至73.43元，其中最高估值77.5元，最低估值55.98元，预估目标价为660元。市场预估EPS预估值2026年(前值)2027年2028年最高值77.5(77.5)145.96203.64最低值55.98(55.98)71.4874.33平均值70.19(68.81)112.19132.56中位数73.43(72.63)114.45125.68市场预估营收预估值(单位：新台
掌握无人机先机国防科技论坛加速整合台企链结AI、低轨卫星新契机
2026-10-07 网络阅读（63）
面对无人自主系统、低轨卫星及AI等技术快速发展，无人载具产业正从单一产品竞争，全面走向跨领域系统整合，国际供应链合作成为产业布局核心。贸协今(7)日于台北国际会议中心举办「2026全球防卫新局：航太暨国防产业战略论坛」，现场吸引逾400位国内外航太、国防与科技产业代表参与，展现业界对航太、国防与无人载具系统发展的关注商机。主办单位外贸协会表示，此次论坛邀集全球国防科技巨头、无人系统权威组织及国内研究、投资与产业代表，聚焦新兴科技应用、国际认证门槛与全球供应链合作，也协助台湾业者掌握趋势、拓展跨

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纳德拉与黄仁勋同台推搭载辉达晶片的Surface Laptop Ultra。
记忆体涨价推高成本，DGX Spark涨75%至6,950美元，恐怕高预算者才负担得起。", "createdAt": "2026-10-07T19:00:07.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19200, "title": "Fed会议纪录：升息还没完！多数官员估年底前再一次 10月不一定出手", "shortTitle": "Fed会议纪录：升息还没完！多数官员估年底前再一次 10月不", "img": "https://cimg.cnyes.cool/prod/news/6624319/l/0e4b30fb430383df2ad928595ad43caa.jpg", "description": "Fed 9月会议全员支持升息1码，利率升至3.75%至4%，为2023年7月来首次升息
多数官员认为年底前可能还需再升息一次，但10月是否行动未定，将依新数据与风险变化决策
官员关注通膨仍高于2%目标与长债殖利率攀升，市场对10月再升息机率已降至约20%", "createdAt": "2026-10-07T18:20:39.000Z", "author": "网络", "pv": 64, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19199, "title": "美国原油库存大减也撑不起油价！柴油供应吃紧反涨3%", "shortTitle": "美国原油库存大减也撑不起油价！柴油供应吃紧反涨3%", "img": "https://cimg.cnyes.cool/prod/news/6624347/l/bdd2917876909af12240baf8a6a63e43.jpg", "description": "美国商业原油库存减318.6万桶，创6周最大降幅，总原油库存减约397万桶
库欣库存增44.4万桶、汽油库存增38.2万桶，WTI回落至每桶89.50美元附近
柴油库存仅减4.2万桶且出口创高，柴油期货涨约3%至每加仑4.72美元", "createdAt": "2026-10-07T17:30:04.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19197, "title": "纽约Fed调查：9月短期通膨预期冲上3.9% 创逾三年新高", "shortTitle": "纽约Fed调查：9月短期通膨预期冲上3.9% 创逾三年新高", "img": "https://cimg.cnyes.cool/prod/news/6624318/l/a626a9fa54f1884211252fd907df98d8.jpg", "description": "纽约联准银调查：9月未来一年通膨预期升至3.9%，创2023年5月来高点
家庭财务评价连2月恶化；42%称较去年差，支出成长预期升至5.5%
就业信心回稳：失业率上升预期降至44%，三个月内找到新工作机率升至46%", "createdAt": "2026-10-07T16:50:03.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19198, "title": "救世主还是新风暴？IMF总裁乔治艾娃揭AI带来的「希望与危机」", "shortTitle": "救世主还是新风暴？IMF总裁乔治艾娃揭AI带来的「希望与危机", "img": "https://cimg.cnyes.cool/prod/news/6623656/l/8679b6979b0709b8a2ee38d457bfd10f.jpg", "description": "国际货币基金(IMF)总裁乔治艾娃(Kristalina Georgieva)表示，投资人与各国政府寄望推升全球经济的人工智慧(AI)，却正对经济成长带来日益庞大的压力，并呼吁各国决策官员不要再延后处理棘手的债务问题。乔治艾娃周三(7日)在新加坡一场活动中表示，AI「正迅速成为决定各国在全球经济中相对命运的关键驱动力」，但AI快速发展、能源成本飙升以及公共债务创纪录这三股力量，对本世纪本来就「不尽理想」的经济成长构成挑战。乔治艾娃说：「不论你喜爱、厌恶还是害怕AI，它都已经来了。」全球经济", "createdAt": "2026-10-07T16:00:03.000Z", "author": "网络", "pv": 56, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19195, "title": "AI热潮下谁在大卖股？辉达董事套现近9.5亿美元居冠", "shortTitle": "AI热潮下谁在大卖股？辉达董事套现近9.5亿美元居冠", "img": "https://cimg.cnyes.cool/prod/news/6624315/l/7441df37f4f26bfc5bda7711258ed9bb.jpg", "description": "AI投资热潮延烧，第三季科技富豪大卖股，辉达董事史蒂文斯卖约9.47亿美元居冠。
Arista董事长乌拉尔、贝佐斯、CoreWeave英特拉托等上榜，多笔交易依10b5-1预定计划执行。
卖股潮也扩及生技业；统计须搭配持股与交易背景，不能直接解读为看空AI。", "createdAt": "2026-10-07T15:30:12.000Z", "author": "网络", "pv": 81, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19196, "title": "马斯克想大买辉达晶片！SpaceX传巨额融资债市先紧张", "shortTitle": "马斯克想大买辉达晶片！SpaceX传巨额融资债市先紧张", "img": "https://cimg.cnyes.cool/prod/news/6624305/l/0d3ec5bbf5318565e94829fdbac8f739.jpg", "description": "SpaceX传正与银行及投资人洽谈筹资400亿美元，拟用于购买辉达晶片。
消息带动SpaceX五年期CDS盘中升至195.2个基点新高，信用风险疑虑升高。
SpaceX 2056年到期公司债利差扩大至236个基点，较6月发行时175个基点明显走弱。", "createdAt": "2026-10-07T15:00:03.000Z", "author": "网络", "pv": 114, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19192, "title": "巨亨速报 - Factset 最新调查：南亚科(2408-TW)EPS预估上修至73.43元，预估目标价为660元", "shortTitle": "巨亨速报 - Factset 最新调查：南亚科(2408-T", "img": "", "description": "根据FactSet最新调查，共13位分析师，对南亚科(2408-TW)做出2026年EPS预估：中位数由72.63元上修至73.43元，其中最高估值77.5元，最低估值55.98元，预估目标价为660元。市场预估EPS预估值2026年(前值)2027年2028年最高值77.5(77.5)145.96203.64最低值55.98(55.98)71.4874.33平均值70.19(68.81)112.19132.56中位数73.43(72.63)114.45125.68市场预估营收预估值(单位：新台", "createdAt": "2026-10-07T14:11:18.000Z", "author": "网络", "pv": 67, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19193, "title": "掌握无人机先机国防科技论坛加速整合台企链结AI、低轨卫星新契机", "shortTitle": "掌握无人机先机国防科技论坛加速整合台企链结AI、低轨卫星新", "img": "https://cimg.cnyes.cool/prod/news/6624009/l/9cc64a161e391164547a92b84989d1e9.jpg", "description": "面对无人自主系统、低轨卫星及AI等技术快速发展，无人载具产业正从单一产品竞争，全面走向跨领域系统整合，国际供应链合作成为产业布局核心。贸协今(7)日于台北国际会议中心举办「2026全球防卫新局：航太暨国防产业战略论坛」，现场吸引逾400位国内外航太、国防与科技产业代表参与，展现业界对航太、国防与无人载具系统发展的关注商机。主办单位外贸协会表示，此次论坛邀集全球国防科技巨头、无人系统权威组织及国内研究、投资与产业代表，聚焦新兴科技应用、国际认证门槛与全球供应链合作，也协助台湾业者掌握趋势、拓展跨", "createdAt": "2026-10-07T14:07:16.000Z", "author": "网络", "pv": 63, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }