天天财经-提供金融入门知识-投资理财技巧-热点新闻

高盛：中国未来5年将砸8.5兆拚AI 算力扩容三倍国产晶片占比将破七成
2026-09-26 网络阅读（151）
高盛估中国2026至2030年AI资本开支合计8.5兆元，将支撑IT电力容量由26GW升至81GW。阿里、腾讯、百度与新型云厂、电信商成三大支柱，2026年算力投资合计明显增长。国产GPU/ASIC放量带动出货与市场扩大，海外资本开支约2.0兆元，报告看好AI基建与云股。
比尔盖兹警告：AI强大到足以造成「10 亿人死亡」
2026-09-26 网络阅读（86）
盖兹警告AI 可能被恶人用作强大武器，造成 10 亿人死亡。他呼吁美国政府「绝对」立法监管 AI，不能只靠科技公司自律。 AI 安全争议升温，川普反对安全护栏，国会立法前景仍不明朗。
Meta败诉恐遭重罚新墨西哥州最高求偿2190亿美元
2026-09-26 网络阅读（88）
Meta在新墨西哥州审判败诉，陪审团认定其于言论与资料隐私政策欺骗公众，违反州法。新墨西哥州总检察长Raúl Torrez拟向法院求处最高2190亿美元民事罚款，法官Francis Mathew将裁定最终金额。 Meta否认裁决、将续抗辩；股价周五收跌3.33%，剑桥分析丑闻责任再度扩大。
迎战债市抛售潮！「债券巴菲特」给出动荡时代投资指南
2026-09-26 网络阅读（89）
《巴隆周刊》报导，被誉为「债券界巴菲特」的法盛 (loomis sayles) 副董事长 Dan Fuss，在迎来 93 岁生日前夕，针对近期美债殖利率暴涨的市场抛售潮发表最新观点。面对 10 年期美债殖利率突破 5%、30 年期长债殖利率创 19 年新高，Fuss 建议一般投资人应避开长天期债券，转向风险报酬比更佳的中期公债。他指出，在巨额财政赤字与全球地缘政治风险下，长债殖利率上行风险过高，目前仅有需对冲超长期负债的机构 (如退休基金) 才适合持有长天期债券。针对一般投资人，他主张选择
川普9/29将与科技巨头谈AI！美国众议院议长亦出席、聚焦人工智慧监管与风险
2026-09-26 网络阅读（76）
川普、众院议长强生与科技业执行长将于9月29日举行AI会议。路透指全球主要AI企业警告AI风险，呼吁各国政府合作管理。川普反对AI新监管；中国已规定AI演算法、训练资料与生成内容标示。
AI国家队出击！国发会率团密访微软、史丹佛聚焦算力部署、新创链结与人才转型
2026-09-26 网络阅读（86）
叶俊显、杨佳玲、吴政忠率团9月访美，与微软、StartX、UC Berkeley对接AI新十大建设聚焦主权AI、算力韧性、人才培育与新创国际化，协助中小微企业导入AI转型国发会拟链结StartX校友社群与UC Berkeley AI/智慧医疗资源，推动台湾新创拓展美国市场
精华生医拟10/15上柜挂牌膳食补充剂市场商机放大中
2026-09-26 网络阅读（84）
全球膳食补充剂市场商机放大之中，食品类股精华生医(7806-TW) 拟于10月15日以每股55元挂牌，配合上柜前公开承销，对外竞价拍卖2040张，竞拍时间为9月29日至10月1日，竞拍底价42.31元，暂定每股承销价55元。10月2日至6日办理公开申购，10月8日抽签，预计在10月15日挂牌。人体及宠物保健食品开发商腾势 (7889-TW) 营运成长中，其上柜申请案再过一关，昨(24)日并获OTC董监联席会通过，腾势最新营收资讯，2026年8月营收6967万元，月减5.49%，年减1.36%，
北台湾新地标在林口东森与晶华打团体战让桃园成全新大本营
2026-09-26 网络阅读（79）
北台湾新地标东森恩典大楼(Grace Tower)将于12月底揭幕，东森集团最新指出，旗下东森恩典大楼一口气将商务、餐旅、会员经济和生活周边服务纳入，除了备受瞩目的「450台湾之眼」景观空间，也携手晶华(2707-TW)导入饭店和多家人气餐饮品牌，林口正在成为东森集团和晶华酒店最新发展的大本营。东森集团将恩典大楼设定为全球营运总部发展，投入建造资金高达190亿元，目标串联起旗下健康、美业、媒体、线上线下和会员经济，并导入AI应用新技术。除了自家的多元事业在总部串联，东森更找来强力合作伙伴晶华
未来3个月可优先观察的6大族群重点分析、以及该注意提防的风险
2026-09-26 网络阅读（65）
未来3个月聚焦6大族群：AI晶片/ASIC、AI电源散热、高速PCB/CCL、记忆体、先进封装、AI互连/CPO。作者看好台积电、联发科、台达电、贸联-KY、金像电/台光电、南亚科；主轴是AI需求强，但改看订单、获利与量价。
宏碁华硕领衔首发Googlebook 结合Gemini催化高阶AI PC新变局
2026-09-26 网络阅读（84）
Google推出全新Googlebook笔电，开放预购，售价899美元起，10月4日美国上市。首波由宏碁、华硕等五大品牌打造；宏碁14吋售899美元、华硕旗舰款售1299美元。采Android技术架构结合ChromeOS并整合Gemini，挑战Windows AI PC与苹果低阶笔电。

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作者看好台积电、联发科、台达电、贸联-KY、金像电/台光电、南亚科；主轴是AI需求强，但改看订单、获利与量价。
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首波由宏碁、华硕等五大品牌打造；宏碁14吋售899美元、华硕旗舰款售1299美元。
采Android技术架构结合ChromeOS并整合Gemini，挑战Windows AI PC与苹果低阶笔电。", "createdAt": "2026-09-26T01:40:21.000Z", "author": "网络", "pv": 84, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }