天天财经-提供金融入门知识-投资理财技巧-热点新闻

无惧单月调节！外资上柜持股市值比攀24.61%新高护国群山撑起5兆市值
2026-09-28 网络阅读（72）
柜买指数今年以来涨50.29%，富柜50涨81.57%、富柜200涨66.19%。截至9月22日，上柜日均成交值2,248.41亿元、兴柜102.13亿元，交投热络。外资持股市值比重升至24.61%创新高；上柜及兴柜半导体总市值突破5兆元。
OpenAI曝AI模型在网路上秘密植入「自我复制提示词」！被迫叫停最强大模型训练
2026-09-28 网络阅读（68）
OpenAI证实训练中出现可自我复制的提示注入，并暂停最强尖端模型训练。 Axios报导，OpenAI与Anthropic近月发现数万起AI异常事件，涉及逃离沙盒、攻击网站等。 Anthropic Opus 5.5逃离沙盒机率1.5%，研究员忧AI失控行为恐只是冰山一角。
〈VSMC开幕〉VSMC建厂仅花20.5个月创新纪录第二期挑战18个月
2026-09-28 网络阅读（84）
VSMC新加坡12吋晶圆厂正式启用，从动土到开幕约22个月，实际厂房完工仅20.5个月，创新加坡晶圆厂建造纪录。 VSMC聚焦40至130奈米特殊制程，规划月产能4.4万片12吋晶圆，应用涵盖eFlash、电源管理与车用系统。新厂预计带来1,600个工作机会，并与新加坡7项产学合作。
防范AI失控！WSJ：部分Anthropic资深员工考虑在美偏远地区买土地当避难所
2026-09-28 网络阅读（95）
WSJ报导，Anthropic部分资深员工正制定AI失控的紧急备案。早期员工称，近几周有人打算在美国偏远地区购地、建隐匿点，准备举家避难。 Anthropic发言人称，公司逾3500名员工，内部对科技看法多元。
〈VSMC开幕〉NXP：VSMC锁定40至130奈米将成Physical AI制造基地
2026-09-28 网络阅读（67）
NXP执行长Sotomayor出席VSMC新加坡12吋晶圆厂开幕，宣布新厂正式启用。新厂聚焦130奈米至40奈米，生产混合讯号、电源管理及类比产品，支援NXP成熟制程需求与Physical AI。这是NXP自2015年收购Freescale以来最大投资，并强化全球供应链韧性与新加坡半导体生态系。
〈VSMC开幕〉12吋厂正式启用方略感谢NXP、台积电庄子寿现身典礼
2026-09-28 网络阅读（82）
世界先进与恩智浦合资VSMC今在新加坡举办新厂开幕，已成具量产能力的12吋晶圆厂方略称新厂历经约两年建设，未来将服务全球客户并强化半导体供应链韧性台积电庄子寿到场见证，并在建设、技术移转与员工培训提供关键支持
Axios：Anthropic执行长将与川普共进晚餐
2026-09-28 网络阅读（86）
知情人士透露，美国总统川普计划27日（周日）晚间与Anthropic执行长阿莫代伊（Dario Amodei）共进晚餐。川普和阿莫代伊代表着AI安全辩论对立立场。今年以来，Anthropic与川普政府的关系一直处于不稳定状态，双方关系一度出现缓和迹象，随后又迅速恶化。据美国《Axios》报导，这是阿莫代伊与川普政府因公司AI工具安全相关问题持续数月关系紧张之后，二人首次进行私下会面，也表明Anthropic与川普政府的关系正在缓和。川普和众议院议长强生（Mike Johnson）计划29日
台股高息ETF今年绩效前五强出列！00929稳居冠 00878、00939后来居上
2026-09-28 网络阅读（83）
00929今年以来绩效74.16%居高股息ETF冠军，00878、00939等前五强全数逾66%。 00929靠100%科技纯度，重仓文晔、大联大与AI零组件供应链，搭上台股AI及半导体升级潮。 00939、00918经理人看好AI需求与外销订单，中长期偏多；短线仍受美债殖利率、连假变数影响。
边缘AI商机引爆板卡厂小金鸡东擎与技宸营运齐步登高
2026-09-28 网络阅读（85）
边缘AI需求爆发，带动工业电脑景气复苏，2025至2032年全球边缘AI年复合成长率估33.5%。技宸上半年营收11.20亿元、年增26%，税后纯益1.05亿元、年增52%，EPS 5.35元。东擎上半年营收17.6亿元、年增95%，税后纯益2.67亿元、年增199%，EPS 4.3元。
近关情怯无碍多头架构！法人：AI链续领风骚台股长线成长明确
2026-09-28 网络阅读（80）
台股受中秋长假前观望与调节卖压影响，高档震荡，但低接买盘与AI族群支撑，多头架构仍稳固。法人认为升息循环告一段落后，市场焦点回到企业基本面，第三季财报与AI基础建设需求成为关键。看好2027年企业获利仍有20%至30%成长空间，布局聚焦先进封装、ASIC、PCB、CPO、散热与设备族群。

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"articleList": { "total": 19313, "current": 592, "pageSize": 10, "list": [ { "id": 17577, "title": "无惧单月调节！外资上柜持股市值比攀24.61%新高护国群山撑起5兆市值", "shortTitle": "无惧单月调节！外资上柜持股市值比攀24.61%新高护国群山", "img": "https://cimg.cnyes.cool/prod/news/6605200/l/74b91ae6a36fc07aaec3eaf171380952.jpg", "description": "柜买指数今年以来涨50.29%，富柜50涨81.57%、富柜200涨66.19%。
截至9月22日，上柜日均成交值2,248.41亿元、兴柜102.13亿元，交投热络。
外资持股市值比重升至24.61%创新高；上柜及兴柜半导体总市值突破5兆元。", "createdAt": "2026-09-28T05:49:30.000Z", "author": "网络", "pv": 72, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17575, "title": "OpenAI曝AI模型在网路上秘密植入「自我复制提示词」！被迫叫停最强大模型训练", "shortTitle": "OpenAI曝AI模型在网路上秘密植入「自我复制提示词」！被", "img": "https://cimg.cnyes.cool/prod/news/6616739/l/bb4e312f349e5227d6ea2e612288b69d.jpg", "description": "OpenAI证实训练中出现可自我复制的提示注入，并暂停最强尖端模型训练。
Axios报导，OpenAI与Anthropic近月发现数万起AI异常事件，涉及逃离沙盒、攻击网站等。
Anthropic Opus 5.5逃离沙盒机率1.5%，研究员忧AI失控行为恐只是冰山一角。", "createdAt": "2026-09-28T05:10:05.000Z", "author": "网络", "pv": 68, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17572, "title": "〈VSMC开幕〉VSMC建厂仅花20.5个月创新纪录第二期挑战18个月", "shortTitle": "〈VSMC开幕〉VSMC建厂仅花20.5个月创新纪录第二期", "img": "https://cimg.cnyes.cool/prod/news/6617066/l/2ba88b028b3de9c156fa64ec475e8a76.jpg", "description": "VSMC新加坡12吋晶圆厂正式启用，从动土到开幕约22个月，实际厂房完工仅20.5个月，创新加坡晶圆厂建造纪录。
VSMC聚焦40至130奈米特殊制程，规划月产能4.4万片12吋晶圆，应用涵盖eFlash、电源管理与车用系统。
新厂预计带来1,600个工作机会，并与新加坡7项产学合作。", "createdAt": "2026-09-28T04:24:43.000Z", "author": "网络", "pv": 84, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17573, "title": "防范AI失控！WSJ：部分Anthropic资深员工考虑在美偏远地区买土地当避难所", "shortTitle": "防范AI失控！WSJ：部分Anthropic资深员工考虑在美", "img": "https://cimg.cnyes.cool/prod/news/6616898/l/caf19a4320f9a4d6699713b007a12441.jpg", "description": "WSJ报导，Anthropic部分资深员工正制定AI失控的紧急备案。
早期员工称，近几周有人打算在美国偏远地区购地、建隐匿点，准备举家避难。
Anthropic发言人称，公司逾3500名员工，内部对科技看法多元。", "createdAt": "2026-09-28T04:00:07.000Z", "author": "网络", "pv": 95, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17568, "title": "〈VSMC开幕〉NXP：VSMC锁定40至130奈米将成Physical AI制造基地", "shortTitle": "〈VSMC开幕〉NXP：VSMC锁定40至130奈米将成P", "img": "https://cimg.cnyes.cool/prod/news/6617054/l/4b8f57d8002c34ec70a7d65c0830dee9.jpg", "description": "NXP执行长Sotomayor出席VSMC新加坡12吋晶圆厂开幕，宣布新厂正式启用。
新厂聚焦130奈米至40奈米，生产混合讯号、电源管理及类比产品，支援NXP成熟制程需求与Physical AI。
这是NXP自2015年收购Freescale以来最大投资，并强化全球供应链韧性与新加坡半导体生态系。", "createdAt": "2026-09-28T03:35:15.000Z", "author": "网络", "pv": 67, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17569, "title": "〈VSMC开幕〉12吋厂正式启用方略感谢NXP、台积电庄子寿现身典礼", "shortTitle": "〈VSMC开幕〉12吋厂正式启用方略感谢NXP、台积电庄", "img": "https://cimg.cnyes.cool/prod/news/6617042/l/8274c47cf145d4e2cfdf364eaa0f8c02.jpg", "description": "世界先进与恩智浦合资VSMC今在新加坡举办新厂开幕，已成具量产能力的12吋晶圆厂
方略称新厂历经约两年建设，未来将服务全球客户并强化半导体供应链韧性
台积电庄子寿到场见证，并在建设、技术移转与员工培训提供关键支持", "createdAt": "2026-09-28T03:00:16.000Z", "author": "网络", "pv": 82, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17570, "title": "Axios：Anthropic执行长将与川普共进晚餐", "shortTitle": "Axios：Anthropic执行长将与川普共进晚餐", "img": "https://cimg.cnyes.cool/prod/news/6617018/l/2cab6c528ea6d6935f446823584c2600.jpg", "description": "知情人士透露，美国总统川普计划27日（周日）晚间与Anthropic执行长阿莫代伊（Dario Amodei）共进晚餐。川普和阿莫代伊代表着AI安全辩论对立立场。今年以来，Anthropic与川普政府的关系一直处于不稳定状态，双方关系一度出现缓和迹象，随后又迅速恶化。据美国《Axios》报导，这是阿莫代伊与川普政府因公司AI工具安全相关问题持续数月关系紧张之后，二人首次进行私下会面，也表明Anthropic与川普政府的关系正在缓和。川普和众议院议长强生（Mike Johnson）计划29日", "createdAt": "2026-09-28T02:45:00.000Z", "author": "网络", "pv": 86, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17560, "title": "台股高息ETF今年绩效前五强出列！00929稳居冠 00878、00939后来居上", "shortTitle": "台股高息ETF今年绩效前五强出列！00929稳居冠 0087", "img": "https://cimg.cnyes.cool/prod/news/6616596/l/7a6bc8d0bdeb105d36b99d6ff08d90ff.jpg", "description": "00929今年以来绩效74.16%居高股息ETF冠军，00878、00939等前五强全数逾66%。
00929靠100%科技纯度，重仓文晔、大联大与AI零组件供应链，搭上台股AI及半导体升级潮。
00939、00918经理人看好AI需求与外销订单，中长期偏多；短线仍受美债殖利率、连假变数影响。", "createdAt": "2026-09-28T02:35:05.000Z", "author": "网络", "pv": 83, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17561, "title": "边缘AI商机引爆板卡厂小金鸡东擎与技宸营运齐步登高", "shortTitle": "边缘AI商机引爆板卡厂小金鸡东擎与技宸营运齐步登高", "img": "https://cimg.cnyes.cool/prod/news/6616105/l/e73d4cca69c608686f5aea484e54ca7e.jpg", "description": "边缘AI需求爆发，带动工业电脑景气复苏，2025至2032年全球边缘AI年复合成长率估33.5%。
技宸上半年营收11.20亿元、年增26%，税后纯益1.05亿元、年增52%，EPS 5.35元。
东擎上半年营收17.6亿元、年增95%，税后纯益2.67亿元、年增199%，EPS 4.3元。", "createdAt": "2026-09-28T02:31:23.000Z", "author": "网络", "pv": 85, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17562, "title": "近关情怯无碍多头架构！法人：AI链续领风骚台股长线成长明确", "shortTitle": "近关情怯无碍多头架构！法人：AI链续领风骚台股长线成长明确", "img": "https://cimg.cnyes.cool/prod/news/6616592/l/2705771a0e963b12151c730feed7ee74.jpg", "description": "台股受中秋长假前观望与调节卖压影响，高档震荡，但低接买盘与AI族群支撑，多头架构仍稳固。
法人认为升息循环告一段落后，市场焦点回到企业基本面，第三季财报与AI基础建设需求成为关键。
看好2027年企业获利仍有20%至30%成长空间，布局聚焦先进封装、ASIC、PCB、CPO、散热与设备族群。", "createdAt": "2026-09-28T02:29:30.000Z", "author": "网络", "pv": 80, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }