天天财经-提供金融入门知识-投资理财技巧-热点新闻

联一光9月自结EPS0.12元亏转盈前三季每股约赚1.82元
2026-10-27 网络阅读（15）
联一光9月营收4171万元，月增5.03%、年增8.83%，税后纯益481万元，较去年同月亏损320万元转盈，EPS 0.12元。联一光第三季税后纯益2684万元，季减2.96%、年减18.82%，每股纯益0.66元。累计联一光前3季税后纯益5450万元、年增1.2倍，EPS 1.82元。
川普痛批法官并誓言上诉强调高尔夫球场改建计划持续进行
2026-10-27 网络阅读（21）
川普誓言上诉联邦法院禁令，仍要按计划11月15日关闭东波托马克高尔夫球场翻新改建。法官Ana Reyes禁止政府再砍树，并要求若关闭球场或作不可逆改造，须提前10个工作天通知法院。政府已砍逾400棵树，引发在地团体反弹，批评将破坏公共绿地、栖地与民众使用空间。
SemiAnalysis创办人点出AI瓶颈的真实排序！基板>记忆体>光学>电力
2026-10-27 网络阅读（19）
Patel 指 AI 供应链最大瓶颈是封装基板，未来两年恐限 AI 加速器、CPU 与其他零组件产能 Rasgon 称 HBM 生产耗晶圆量约为 DDR5 的3至4倍，记忆体与设备供应吃紧恐延续至2028年 Patel 认为电力虽重要但有燃气轮机、燃料电池等替代方案；明年全球资料中心约近50吉瓦
CoreWeave扩大欧洲AI算力，全球骨干网路第四季延伸至亚洲
2026-10-27 网络阅读（19）
2026年10月27日（优分析／产业数据中心报导）⸺ AI云端业者CoreWeave(CRWV-US)10月27日宣布，丹麦哥本哈根新增算力上线，欧洲布局增至五国、九座资料中心，并将AI骨干网路延伸至中东与亚太。印度、印尼另规画合计600MW资料中心容量，预计2028年起陆续启用。丹麦据点位于atNorth的DEN01资料中心，规画22.5MW资讯设备用电容量，目前大部分已投入运作，采用辉达NVIDIA(NVDA-US)Blackwell系统与Quantum-X800 InfiniBand网路
从标普982次收盘找答案！《大卖空》原型人物：美股濒「泡沫顶部」想减持「这些个股」
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贝瑞考虑卖出、减持或捐赠沃尔玛、Alphabet、Valero等估值过高的长期持股。他将现况比拟2000年网路泡沫顶峰，称标普500本益比约32倍，接近当年32至34倍。贝瑞转向标普外机会，增持Temple & Webster等国际股，并看好美国小型价值股。
辉达替AI代理加装安全锁分析师估执行速度最多降25%
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AI 代理的设计已不再局限于回答问题，还能存取档案、使用职场工具，并在较少人为监督下执行任务。然而，赋予软体如此大的自主权，也带来新的风险。辉达(NVDA-US) 希望让这些数位助理更安全，但法国巴黎银行分析师 Karl Ackerman 指出，可能的代价是执行速度最多降低 25%。辉达近日在柏林 GTC 大会发表 OpenShell 参考架构，以开源软体为基础，管控 AI 代理可存取的资源与执行的操作。这套系统旨在为代理执行任务设定界线，监控其行为，并阻挡违反安全规范的活动。这点之所以重要
国泰世华银布局企业稳定币收款与结算服务串联传统金融与虚拟资产生态系
2026-10-27 网络阅读（14）
国泰世华布局稳定币收款及结算，规划串联国内VASP业者，为企业打造连结传统金融与虚拟资产生态系服务。企业若遇海外客户以稳定币支付，未来可在企业网银建立交易资讯，由合作VASP协助兑换，顺利完成收款。银行结合防制洗钱机制与VASP币流追踪，并将稳定币转回法币入帐，降低合规与波动风险。
iPhone 18 Pro系列全球销量维持成长中国大增29%、美日卖输去年
2026-10-27 网络阅读（17）
苹果(AAPL-US) iPhone 18 Pro系列上市初期销售维持成长。根据Counterpoint智慧型手机每周销售追踪报告，iPhone 18 Pro及Pro Max自9月开卖后，首三周全球销量较去年同期的iPhone 17 Pro系列增加3.1%，其中中国市场大增29%，成为主要成长动力。不过，各市场表现分歧，全球销量成长集中在特定地区。中国市场受惠于新机初期供货较去年充足，加上当地主要安卓品牌旗舰机种涨价，间接带动苹果销售。若排除中国市场的拉动，全球销售成长将明显减弱。相较之下
微软、Alphabet、亚马逊本周财报登场！AI资本支出、云端订单成股价关键
2026-10-27 网络阅读（15）
微软、Alphabet、亚马逊本周陆续公布财报，市场聚焦AI资本支出、云端成长与资料中心进度分析师预估微软EPS 4.72美元、Alphabet 3.02美元、亚马逊1.96美元；营收皆看增 Ives估超大规模云端今年AI支出8,500亿美元、订单积压逾2兆美元，财报恐牵动SPY、QQQ、DIA
华硕看旺2027年台湾商用PC市场迎量价齐扬与标案预算回温
2026-10-27 网络阅读（11）
华硕发表商用笔电ASUS ExpertBook A7，对台湾商用市场看法正向，预期2027年出货与价格续成长。台湾商用PC上半年量价齐扬，出货量年增22%、平均售价涨三成；全年价格涨幅估约10%。 RTX Spark供货仍在配货，电竞机种受入门晶片缺料影响；明年下半年供应才可望明显放大。

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"articleList": { "total": 17221, "current": 41, "pageSize": 10, "list": [ { "id": 21956, "title": "联一光9月自结EPS0.12元亏转盈前三季每股约赚1.82元", "shortTitle": "联一光9月自结EPS0.12元亏转盈前三季每股约赚1.82", "img": "https://cimg.cnyes.cool/prod/news/6638355/l/c734ec92ba5a9102e620679243d3bf13.jpg", "description": "联一光9月营收4171万元，月增5.03%、年增8.83%，税后纯益481万元，较去年同月亏损320万元转盈，EPS 0.12元。
联一光第三季税后纯益2684万元，季减2.96%、年减18.82%，每股纯益0.66元。
累计联一光前3季税后纯益5450万元、年增1.2倍，EPS 1.82元。
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法官Ana Reyes禁止政府再砍树，并要求若关闭球场或作不可逆改造，须提前10个工作天通知法院。
政府已砍逾400棵树，引发在地团体反弹，批评将破坏公共绿地、栖地与民众使用空间。", "createdAt": "2026-10-27T08:20:02.000Z", "author": "网络", "pv": 21, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21944, "title": "SemiAnalysis创办人点出AI瓶颈的真实排序！基板>记忆体>光学>电力", "shortTitle": "SemiAnalysis创办人点出AI瓶颈的真实排序！基板>", "img": "https://cimg.cnyes.cool/prod/news/6638148/l/3df9a93d7c411dcc52657e87ae922d4a.jpg", "description": "Patel 指 AI 供应链最大瓶颈是封装基板，未来两年恐限 AI 加速器、CPU 与其他零组件产能
Rasgon 称 HBM 生产耗晶圆量约为 DDR5 的3至4倍，记忆体与设备供应吃紧恐延续至2028年
Patel 认为电力虽重要但有燃气轮机、燃料电池等替代方案；明年全球资料中心约近50吉瓦", "createdAt": "2026-10-27T08:10:03.000Z", "author": "网络", "pv": 19, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21927, "title": "CoreWeave扩大欧洲AI算力，全球骨干网路第四季延伸至亚洲", "shortTitle": "CoreWeave扩大欧洲AI算力，全球骨干网路第四季延伸至", "img": "", "description": "2026年10月27日（优分析／产业数据中心报导）⸺ AI云端业者CoreWeave(CRWV-US)10月27日宣布，丹麦哥本哈根新增算力上线，欧洲布局增至五国、九座资料中心，并将AI骨干网路延伸至中东与亚太。印度、印尼另规画合计600MW资料中心容量，预计2028年起陆续启用。丹麦据点位于atNorth的DEN01资料中心，规画22.5MW资讯设备用电容量，目前大部分已投入运作，采用辉达NVIDIA(NVDA-US)Blackwell系统与Quantum-X800 InfiniBand网路", "createdAt": "2026-10-27T08:00:10.000Z", "author": "网络", "pv": 19, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21928, "title": "从标普982次收盘找答案！《大卖空》原型人物：美股濒「泡沫顶部」想减持「这些个股」", "shortTitle": "从标普982次收盘找答案！《大卖空》原型人物：美股濒「泡沫顶", "img": "https://cimg.cnyes.cool/prod/news/6638059/l/ebd2ce2c460826124b8da292add35724.jpg", "description": "贝瑞考虑卖出、减持或捐赠沃尔玛、Alphabet、Valero等估值过高的长期持股。
他将现况比拟2000年网路泡沫顶峰，称标普500本益比约32倍，接近当年32至34倍。
贝瑞转向标普外机会，增持Temple & Webster等国际股，并看好美国小型价值股。", "createdAt": "2026-10-27T08:00:06.000Z", "author": "网络", "pv": 19, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21929, "title": "辉达替AI代理加装安全锁分析师估执行速度最多降25%", "shortTitle": "辉达替AI代理加装安全锁分析师估执行速度最多降25%", "img": "https://cimg.cnyes.cool/prod/news/6638057/l/59705792bc20f92e09931e0c5ecb8906.jpg", "description": "AI 代理的设计已不再局限于回答问题，还能存取档案、使用职场工具，并在较少人为监督下执行任务。然而，赋予软体如此大的自主权，也带来新的风险。辉达(NVDA-US) 希望让这些数位助理更安全，但法国巴黎银行分析师 Karl Ackerman 指出，可能的代价是执行速度最多降低 25%。辉达近日在柏林 GTC 大会发表 OpenShell 参考架构，以开源软体为基础，管控 AI 代理可存取的资源与执行的操作。这套系统旨在为代理执行任务设定界线，监控其行为，并阻挡违反安全规范的活动。这点之所以重要", "createdAt": "2026-10-27T08:00:06.000Z", "author": "网络", "pv": 17, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21934, "title": "国泰世华银布局企业稳定币收款与结算服务串联传统金融与虚拟资产生态系", "shortTitle": "国泰世华银布局企业稳定币收款与结算服务串联传统金融与虚拟资", "img": "https://cimg.cnyes.cool/prod/news/6638351/l/df945957c10793e6191e727ecb51912d.jpg", "description": "国泰世华布局稳定币收款及结算，规划串联国内VASP业者，为企业打造连结传统金融与虚拟资产生态系服务。
企业若遇海外客户以稳定币支付，未来可在企业网银建立交易资讯，由合作VASP协助兑换，顺利完成收款。
银行结合防制洗钱机制与VASP币流追踪，并将稳定币转回法币入帐，降低合规与波动风险。", "createdAt": "2026-10-27T07:40:20.000Z", "author": "网络", "pv": 14, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21930, "title": "iPhone 18 Pro系列全球销量维持成长中国大增29%、美日卖输去年", "shortTitle": "iPhone 18 Pro系列全球销量维持成长中国大增29", "img": "https://cimg.cnyes.cool/prod/news/6638329/l/6b9fb9a4234c90442563a46ab8d3796c.jpg", "description": "苹果(AAPL-US) iPhone 18 Pro系列上市初期销售维持成长。根据Counterpoint智慧型手机每周销售追踪报告，iPhone 18 Pro及Pro Max自9月开卖后，首三周全球销量较去年同期的iPhone 17 Pro系列增加3.1%，其中中国市场大增29%，成为主要成长动力。不过，各市场表现分歧，全球销量成长集中在特定地区。中国市场受惠于新机初期供货较去年充足，加上当地主要安卓品牌旗舰机种涨价，间接带动苹果销售。若排除中国市场的拉动，全球销售成长将明显减弱。相较之下", "createdAt": "2026-10-27T07:40:04.000Z", "author": "网络", "pv": 17, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21931, "title": "微软、Alphabet、亚马逊本周财报登场！AI资本支出、云端订单成股价关键", "shortTitle": "微软、Alphabet、亚马逊本周财报登场！AI资本支出、云", "img": "https://cimg.cnyes.cool/prod/news/6638290/l/d74e3fe916a9ee565c97a65a4cff5218.jpg", "description": "微软、Alphabet、亚马逊本周陆续公布财报，市场聚焦AI资本支出、云端成长与资料中心进度
分析师预估微软EPS 4.72美元、Alphabet 3.02美元、亚马逊1.96美元；营收皆看增
Ives估超大规模云端今年AI支出8,500亿美元、订单积压逾2兆美元，财报恐牵动SPY、QQQ、DIA", "createdAt": "2026-10-27T07:40:03.000Z", "author": "网络", "pv": 15, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21935, "title": "华硕看旺2027年台湾商用PC市场迎量价齐扬与标案预算回温", "shortTitle": "华硕看旺2027年台湾商用PC市场迎量价齐扬与标案预算回温", "img": "https://cimg.cnyes.cool/prod/news/6638317/l/b17f0c2a9e4b6607bfcdf8c630b7a670.jpg", "description": "华硕发表商用笔电ASUS ExpertBook A7，对台湾商用市场看法正向，预期2027年出货与价格续成长。
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RTX Spark供货仍在配货，电竞机种受入门晶片缺料影响；明年下半年供应才可望明显放大。", "createdAt": "2026-10-27T07:31:30.000Z", "author": "网络", "pv": 11, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }