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"description": "美债殖利率创近二十年新高,高负债、资本密集与固定收益、高股息类股承压。 公用事业ETF XLU、标普500高股息指数 SPYD 走弱;科技股资金流入,那指上周创高。 10/15台积电法说、10月底美超大资料中心财报将揭AI风向,聚焦台积电供应链与AI绩优股。",
"createdAt": "2026-09-29T00:30:02.000Z",
"author": "网络",
"pv": 69,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
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{
"id": 17652,
"title": "Meta下跌4.8% 为何Muse AI涨势已开始降温?",
"shortTitle": "Meta下跌4.8% 为何Muse AI涨势已开始降温?",
"img": "https://cimg.cnyes.cool/prod/news/6617419/l/187452c7c761ebc08d495c3067e76fcb.jpg",
"description": "Meta股价周一跌4.8%,为8月中旬以来首次连两日下跌,9月累计仍涨32%。 OpenAI称已暂停最新AI模型训练,待建立「额外的安全防护措施」后才恢复。 BNP分析师称Muse商业化仍存疑,投资人须关注Google、OpenAI等竞品推消费型AI助理。",
"createdAt": "2026-09-29T00:20:02.000Z",
"author": "网络",
"pv": 57,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
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{
"id": 17657,
"title": "美伊冲突加剧 鸿海等老AI、国巨等被动、南亚科等记忆体 今天先跑先赢!?",
"shortTitle": "美伊冲突加剧 鸿海等老AI、国巨等被动、南亚科等记忆体 今天",
"img": "https://cimg.cnyes.cool/prod/news/6617495/l/431a3e73508e9e9cc222d30d6e286d1f.jpg",
"description": "上周五9/25和我们一样放假的南韩昨天9/28率先恢复交易下跌约3%,日股则是开高走低也下跌晚上的美股也偏弱主因还是美伊冲突加剧,伊朗提出分阶段结束战争重开荷姆兹海峡的方案被美国总统拒绝,市场非常担心后续的发展但你也不用那么紧张,美伊冲突我的结论就是歹戏拖棚双方私底下都想要和谈但台面上会互相放话呛声,而美国总统最新受访也表示预计会与伊朗进行更多谈判以解决在关键议题上明显的落差 整体研判今天台股虽会开低但今天9/29、明天9/30利用台股震荡、洗盘剧烈股价有下跌时很适合买股票,虽美伊冲突加剧但美国",
"createdAt": "2026-09-29T00:15:26.000Z",
"author": "网络",
"pv": 83,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
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{
"id": 17653,
"title": "Gemini 4不用等到年底 Google DeepMind负责人透露新进度",
"shortTitle": "Gemini 4不用等到年底 Google DeepMind",
"img": "https://cimg.cnyes.cool/prod/news/6617330/l/ba85e70488323c5ccba1a4ea19ec913d.jpg",
"description": "谷歌DeepMind负责人称,Gemini 4已进入后训练初期,盼「远早于年底」发布早期版本。 谷歌曾推Gemini 3.1与Flash模型,但3.5 Pro未如期推出,现重点转向Gemini 4。 谷歌同步进行安全测试,且Gemini进展也将影响未来2到3代TPU设计。",
"createdAt": "2026-09-29T00:10:47.000Z",
"author": "网络",
"pv": 69,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
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{
"id": 17654,
"title": "AMD攻向实体AI 82亿美元收购World Labs 李飞飞加入任高层",
"shortTitle": "AMD攻向实体AI 82亿美元收购World Labs 李飞",
"img": "https://cimg.cnyes.cool/prod/news/6617452/l/52805999cb9cdad30f23f5ae6b502b73.jpg",
"description": "AMD (AMD-US)周一(28日)宣布, 已与人工智慧新创公司World Labs达成最终协议, 将以全股票交易方式收购这家由AI先驱李飞飞共同创办的公司, 交易价值约82亿美元。交易预计在2026年底前完成, 但仍须取得监管机构核准及满足其他惯例成交条件。 交易完成后, 李飞飞将加入AMD, 担任执行副总裁兼首席科学家, 直接向AMD董事长兼执行长苏姿丰汇报。World Labs团队则将并入AMD后持续进行AI模型研究, AMD希望借此取得更深入的模型研发能力, 并将相关研究成果应用于未来",
"createdAt": "2026-09-29T00:00:04.000Z",
"author": "网络",
"pv": 57,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
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