天天财经-提供金融入门知识-投资理财技巧-热点新闻

拖了近10年特斯拉Semi首批客户交车！
2026-09-26 网络阅读（84）
特斯拉Semi在内华达州Sparks专属工厂量产，周四启动首批客户交付。 PepsiCo、DHL、US Foods、WattEV、ABF、Einride、IMC、OK Produce等加入订单，马斯克称候补名单很长。 Semi满载续航500英里、能耗约1,700瓦时/英里。
AI股领涨美股微软大涨3.7%、三大指数收高
2026-09-26 网络阅读（64）
2026年09月26日（优分析／产业数据中心报导）⸺ 美股周五收高，微软Microsoft(MSFT-US)等AI概念股走强，带动三大指数上扬，但油价维持高档、美国公债殖利率攀升，仍让市场保持谨慎。标普500指数上涨0.51%，收7,743.41点；那斯达克指数上涨0.48%，收27,068.72点；道琼工业指数上涨0.93%，收51,828.62点。标普500本周上涨1.2%，那斯达克上涨2%。微软周五大涨3.7%，公司推出新版Copilot功能，包括程式码生成工具及可持续运作的AI代理人
京鼎切入BNCT癌症治疗设备携手TAELS签署制造合作协议
2026-09-26 网络阅读（65）
TAE Life Sciences与京鼎签署委托制造协议，京鼎将为Alphabeam BNCT提供零组件制造、电路板组装与测试。 TAELS称选择京鼎因其制造规模、25年设备制造经验、RF技术及ISO 13485认证，符合医疗设备品质要求。京鼎负责零组件与子系统制造测试，TAELS掌握最终组装。
微软变身企业导入AI入口！切入协调层解锁需求股价自低点大涨32%重返今年高点
2026-09-26 网络阅读（94）
微软(MSFT-US)今年初股价表现低迷，但过去几个月投资人重新看好该公司的人工智慧(AI)发展前景，带动股价强势反弹，周五(25日)收在今年最高收盘价。微软周五终场上涨3.66%至每股516.17美元，是2026年迄今最高收盘价，也是去年11月以来最高收盘价。微软也成为道琼工业指数30档成分股中，周五表现最佳的个股。微软AI定位获重新评价从7月底公布最新财报以来，微软股价持续走高，迄今已上涨32%。 D.A. Davidson分析师Gil Luria说，微软「终于再次获得市场肯定，投资人
美中争霸谁占上风？《巴隆》剖析「四大成本关键」AI成最大变数
2026-09-26 网络阅读（76）
《巴隆周刊》报导，美国总统川普与中国国家主席习近平的峰会再度让全球焦点集中于美中角力。从人工智慧 (AI) 发展到国家安全，双方在科技与地缘政治上的对峙日益激烈。针对这场竞争，Gavekal Research执行长 Louis-Vincent Gave 指出，从「资金、劳动力、能源、政府」等四大经济要素的成本结构来看，中国已在多数领域取得优势，但美国仍靠着更具预测性的政策环境保持竞争力。 Gave分析，回顾15年前，美国凭借着低廉的资金、能源与劳工成本，加上偏低的美元汇率，占尽竞争优势；然而风水
美股重点新闻摘要2026年9月26日
2026-09-26 网络阅读（85）
川习会后再约两场！川普预告11月、12 月再会美国总统川普周五 (25 日) 表示，继中国国家主席习近平结束为期 3 天的访美行程后，两人今年还将会面 2 次，分别是 11 月在中国举行的亚太经济合作会议 (APEC)，以及 12 月在迈阿密举行的二十国集团 (G20) 峰会。全文详读 AI基建热藏后患？大卖空贝瑞警告5巨头产能过剩恐面临资产减损《大卖空》原型人物贝瑞 (Michael Burry) 周五 (25日)警告，大型科技巨头竞相扩建 AI 基础设施，投资规模与未来付款义务同步攀升
辉达加速推进玻璃基板技术！欲把更多HBM塞进晶片
2026-09-26 网络阅读（67）
辉达正与产业链推进玻璃基板技术，盼突破AI晶片封装在尺寸、散热与高速互连的限制。 SCHMID称正与英特尔、辉达、AMD供应链合作开发相关设备，但TGV金属化制程仍有障碍。玻璃基板若成熟，或可扩大HBM整合、提升GPU封装密度与资料传输能力；但客户认证未完成。
智慧戒指热度爆发 Oura上市需求火热 IPO超额认购约4倍最快下周挂牌
2026-09-26 网络阅读（87）
Oura IPO获约4倍超额认购, 预计9月28日结束接单, 下周定价并在Nasdaq交易 IPO发售5000万股、每股40至44美元, 最高募资22亿美元; Oura申请以OURA挂牌以44美元计市值约141亿美元, 近四分之三股份由现有股东出售, Forerunner拟全数出清
Palo Alto执行长：放慢AI发展「不切实际」AI公司试图取得监管「同情」
2026-09-26 网络阅读（65）
Arora批评AI放慢发展论，称是争取监管同情与责任「免费通行证」，认为控速不切实际。他指AI消灭人类机率微乎其微，应把安全防护纳入模型，未确信安全前不应推出产品。 Palo Alto Networks推Unit 42服务，6个月测试、与逾100客户合作，3周找出一年累积暴露。
OpenAI传将推GPT-6 Cyber！专攻AI网路安全、最快下周DevDay亮相
2026-09-26 网络阅读（92）
OpenAI预计未来几天预览网路安全AI模型GPT-6 Cyber，并推新产品协助客户更安全、自动化部署。 GPT-6 Cyber或于29日旧金山DevDay亮相，为OpenAI今年第4款网安模型，并有十多项产品计划。已有少数客户取得使用权限做Alpha测试；网安成AI成长最快市场之一。

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"articleList": { "total": 19321, "current": 600, "pageSize": 10, "list": [ { "id": 17482, "title": "拖了近10年特斯拉Semi首批客户交车！", "shortTitle": "拖了近10年特斯拉Semi首批客户交车！", "img": "https://cimg.cnyes.cool/prod/news/6616266/l/ef65c484998d399242204ed79cd45d49.jpg", "description": "特斯拉Semi在内华达州Sparks专属工厂量产，周四启动首批客户交付。
PepsiCo、DHL、US Foods、WattEV、ABF、Einride、IMC、OK Produce等加入订单，马斯克称候补名单很长。
Semi满载续航500英里、能耗约1,700瓦时/英里。", "createdAt": "2026-09-26T01:39:25.000Z", "author": "网络", "pv": 84, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17483, "title": "AI股领涨美股微软大涨3.7%、三大指数收高", "shortTitle": "AI股领涨美股微软大涨3.7%、三大指数收高", "img": "", "description": "2026年09月26日（优分析／产业数据中心报导）⸺ 美股周五收高，微软Microsoft(MSFT-US)等AI概念股走强，带动三大指数上扬，但油价维持高档、美国公债殖利率攀升，仍让市场保持谨慎。标普500指数上涨0.51%，收7,743.41点；那斯达克指数上涨0.48%，收27,068.72点；道琼工业指数上涨0.93%，收51,828.62点。标普500本周上涨1.2%，那斯达克上涨2%。微软周五大涨3.7%，公司推出新版Copilot功能，包括程式码生成工具及可持续运作的AI代理人", "createdAt": "2026-09-26T01:30:04.000Z", "author": "网络", "pv": 64, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17473, "title": "京鼎切入BNCT癌症治疗设备携手TAELS签署制造合作协议", "shortTitle": "京鼎切入BNCT癌症治疗设备携手TAELS签署制造合作协议", "img": "https://cimg.cnyes.cool/prod/news/6615294/l/34dce76ac3b014b38ada55a2bc034f0a.jpg", "description": "TAE Life Sciences与京鼎签署委托制造协议，京鼎将为Alphabeam BNCT提供零组件制造、电路板组装与测试。
TAELS称选择京鼎因其制造规模、25年设备制造经验、RF技术及ISO 13485认证，符合医疗设备品质要求。
京鼎负责零组件与子系统制造测试，TAELS掌握最终组装。", "createdAt": "2026-09-26T01:14:37.000Z", "author": "网络", "pv": 65, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17474, "title": "微软变身企业导入AI入口！切入协调层解锁需求股价自低点大涨32%重返今年高点", "shortTitle": "微软变身企业导入AI入口！切入协调层解锁需求股价自低点大涨", "img": "https://cimg.cnyes.cool/prod/news/6616235/l/40eab2357557245eab803f3c1fd894af.jpg", "description": "微软(MSFT-US)今年初股价表现低迷，但过去几个月投资人重新看好该公司的人工智慧(AI)发展前景，带动股价强势反弹，周五(25日)收在今年最高收盘价。微软周五终场上涨3.66%至每股516.17美元，是2026年迄今最高收盘价，也是去年11月以来最高收盘价。微软也成为道琼工业指数30档成分股中，周五表现最佳的个股。微软AI定位获重新评价从7月底公布最新财报以来，微软股价持续走高，迄今已上涨32%。 D.A. Davidson分析师Gil Luria说，微软「终于再次获得市场肯定，投资人", "createdAt": "2026-09-26T00:40:05.000Z", "author": "网络", "pv": 94, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17469, "title": "美中争霸谁占上风？《巴隆》剖析「四大成本关键」AI成最大变数", "shortTitle": "美中争霸谁占上风？《巴隆》剖析「四大成本关键」AI成最大变数", "img": "https://cimg.cnyes.cool/prod/news/6616068/l/9bdd8884c47c6e469d66ec91ddafbcde.jpg", "description": "《巴隆周刊》报导，美国总统川普与中国国家主席习近平的峰会再度让全球焦点集中于美中角力。从人工智慧 (AI) 发展到国家安全，双方在科技与地缘政治上的对峙日益激烈。针对这场竞争，Gavekal Research执行长 Louis-Vincent Gave 指出，从「资金、劳动力、能源、政府」等四大经济要素的成本结构来看，中国已在多数领域取得优势，但美国仍靠着更具预测性的政策环境保持竞争力。 Gave分析，回顾15年前，美国凭借着低廉的资金、能源与劳工成本，加上偏低的美元汇率，占尽竞争优势；然而风水", "createdAt": "2026-09-26T00:30:05.000Z", "author": "网络", "pv": 76, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17470, "title": "美股重点新闻摘要2026年9月26日", "shortTitle": "美股重点新闻摘要2026年9月26日", "img": "https://cimg.cnyes.cool/prod/news/6615984/l/b65ef72a2085eebe1370311f019a5b11.jpg", "description": "川习会后再约两场！川普预告11月、12 月再会美国总统川普周五 (25 日) 表示，继中国国家主席习近平结束为期 3 天的访美行程后，两人今年还将会面 2 次，分别是 11 月在中国举行的亚太经济合作会议 (APEC)，以及 12 月在迈阿密举行的二十国集团 (G20) 峰会。全文详读 AI基建热藏后患？大卖空贝瑞警告5巨头产能过剩恐面临资产减损《大卖空》原型人物贝瑞 (Michael Burry) 周五 (25日)警告，大型科技巨头竞相扩建 AI 基础设施，投资规模与未来付款义务同步攀升", "createdAt": "2026-09-26T00:10:02.000Z", "author": "网络", "pv": 85, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17471, "title": "辉达加速推进玻璃基板技术！欲把更多HBM塞进晶片", "shortTitle": "辉达加速推进玻璃基板技术！欲把更多HBM塞进晶片", "img": "https://cimg.cnyes.cool/prod/news/6615961/l/3bdc99f741b7a064e31e04d249211dfe.jpg", "description": "辉达正与产业链推进玻璃基板技术，盼突破AI晶片封装在尺寸、散热与高速互连的限制。
SCHMID称正与英特尔、辉达、AMD供应链合作开发相关设备，但TGV金属化制程仍有障碍。
玻璃基板若成熟，或可扩大HBM整合、提升GPU封装密度与资料传输能力；但客户认证未完成。", "createdAt": "2026-09-26T00:00:04.000Z", "author": "网络", "pv": 67, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17472, "title": "智慧戒指热度爆发 Oura上市需求火热 IPO超额认购约4倍最快下周挂牌", "shortTitle": "智慧戒指热度爆发 Oura上市需求火热 IPO超额认购约4倍", "img": "https://cimg.cnyes.cool/prod/news/6616216/l/f50db9f7882f1d0a4becdeb2009b00b9.jpg", "description": "Oura IPO获约4倍超额认购, 预计9月28日结束接单, 下周定价并在Nasdaq交易
IPO发售5000万股、每股40至44美元, 最高募资22亿美元; Oura申请以OURA挂牌
以44美元计市值约141亿美元, 近四分之三股份由现有股东出售, Forerunner拟全数出清", "createdAt": "2026-09-25T23:50:03.000Z", "author": "网络", "pv": 87, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17463, "title": "Palo Alto执行长：放慢AI发展「不切实际」AI公司试图取得监管「同情」", "shortTitle": "Palo Alto执行长：放慢AI发展「不切实际」AI公司试", "img": "https://cimg.cnyes.cool/prod/news/6616002/l/847739450e48d5029ea3afa965ebcdc7.jpg", "description": "Arora批评AI放慢发展论，称是争取监管同情与责任「免费通行证」，认为控速不切实际。
他指AI消灭人类机率微乎其微，应把安全防护纳入模型，未确信安全前不应推出产品。
Palo Alto Networks推Unit 42服务，6个月测试、与逾100客户合作，3周找出一年累积暴露。", "createdAt": "2026-09-25T23:30:02.000Z", "author": "网络", "pv": 65, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17464, "title": "OpenAI传将推GPT-6 Cyber！专攻AI网路安全、最快下周DevDay亮相", "shortTitle": "OpenAI传将推GPT-6 Cyber！专攻AI网路安全、", "img": "https://cimg.cnyes.cool/prod/news/6615842/l/4f35e12c2a8e3615f41efa1f9805c320.jpg", "description": "OpenAI预计未来几天预览网路安全AI模型GPT-6 Cyber，并推新产品协助客户更安全、自动化部署。
GPT-6 Cyber或于29日旧金山DevDay亮相，为OpenAI今年第4款网安模型，并有十多项产品计划。
已有少数客户取得使用权限做Alpha测试；网安成AI成长最快市场之一。", "createdAt": "2026-09-25T23:10:03.000Z", "author": "网络", "pv": 92, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }