天天财经-提供金融入门知识-投资理财技巧-热点新闻

Meta AI助理Muse爆红童子贤：显示AI应用逐步落地
2026-09-23 网络阅读（79）
Meta(META-US)新推出的AI助理Muse爆红，登上美国Apple App Store下载量冠军。对此，和硕(4938-TW)董事长童子贤今(23)日指出，代理式AI为现阶段AI发展的核心，也显示AI应用逐步落地。童子贤今天出席和硕旗下华擎(3515-TW)子公司东擎(7710-TW)上市前业绩发表会，接受媒体访问谈到近日爆红的Meta AI助理Muse，指出代理式AI与实体AI(Physical AI)是现阶段AI发展重点。童子贤提到，3年前AI开
OPPO发表A7 Pro系列抢占中阶实用机市场 10月1日全台开卖
2026-09-23 网络阅读（71）
智慧型手机品牌OPPO今(23)日发表全新OPPO A7 Pro系列手机，主打硬核耐用与超长续航力，锁定工作与生活高频切换的斜杠族群及外勤专业职人。本次品牌首度引进高规Pro Max版本，全系列将于10月1日正式在全台各大通路开卖，借由同级最高10000毫安时超大电量、军规抗冲击防护与满级防水规格，全力抢攻台湾中阶实用型智慧手机市场。高规款A7 Pro Max提供8GB加256GB容量版本，共有晴海蓝与星夜黑两款配色，官方建议售价为17990元。标准款A7 Pro则推出晴海蓝与钛光银两款配色，
外销订单果创千亿、全友、金像电⊕、台达电、贸联-KY
2026-09-23 网络阅读（102）
台股开高震荡收红，终场涨357点收48,157点、成交值约8,560亿元，再创历史收盘新高。 8月外销订单1,029.6亿美元、年增71.4%，首破千亿美元；AI伺服器、半导体与高阶电子需求持续强劲。短线高档量缩整理，强势股不宜追价，操作宜低接不追高，留意低基期族群与AI供应链轮动。
〈台币〉连假前交投转弱量缩贬值0.8分收31.716元
2026-09-23 网络阅读（80）
新台币今(23)日升贬互见，连假前交投转弱、观望气氛转强，终场收在31.716元，贬值0.8分，台北外汇经纪公司成交值收敛至14.79亿美元。新台币今日以31.69元、升值1.8分开出后，最高来到31.655元，午盘过后转贬，最低来到31.728元，全日高低价差7.3分。观察主要亚币，韩元转为重挫超过0.9%，泰铢贬近0.5%，日元贬约0.3%，星元贬0.2%，人民币贬0.1%左右，新台币相对平稳收贬0.03%，而美元指数反弹近0.2%。统一投顾表示，美债殖利率止稳搭配油价跌破百美元，为科
友讯聚焦商用布局切入国安网络与机器人商机
2026-09-23 网络阅读（74）
网通厂友讯(2332-TW)今(23)日举办法说会，执行长张家瑞表示，面对全球通讯环境朝向高度资安与智慧化演进，友讯友讯正积极跳脱一般消费性市场竞争，全力将商用产品线延伸至国安通讯以及机器人领域，拓展特殊场域通讯与软硬整合市场。张嘉瑞指出，友讯正锁定极具特殊性的应用网络，特别是资源火灾预警系统以及火场情势演变监控等专业领域，这类建置涉及国家安全与社会安全网络架构，对通讯稳定度与资安防护的要求极高，客户往往会优先指定采用具备技术口碑与可信赖度的设备，友讯在此领域已具备深厚切入利基。机器人领域部
配息拿到了，总资产却没增加？
2026-09-23 网络阅读（74）
台股基本面仍稳健，市场关注10月中旬美国科技巨头财报与第三季财报、法说会，第四季行情可望受基本面利多接力推升。证交所8月ETF定期定额显示，0050交易户数单月增近4万户、总户数破128万户；投资人对大型权值股长期成长模式仍高度认同。
闷了大半年的ARKK默默杀回来中信00983A净值、市价双创挂牌新高
2026-09-23 网络阅读（79）
ARKK 近一周强弹，22日收91.61美元创逾1年新高，带动00983A股价、净值双创挂牌新高。反弹主因是生技股与特斯拉回升，Tempus AI、Twist Bioscience、10x Genomics齐涨，XBI今年涨逾35%。
【量大强涨股整理】台股即将迎接Q4作梦行情启动，这三大选股关键你还不知道？
2026-09-23 网络阅读（100）
台股一度创48,601.53点盘中新高，终场涨81.33点收47,800.17，三大法人合买608.20亿元美股科技与AI族群反弹，费半涨4.29%，Meta、英特尔、超微大涨，带动台股风险偏好回升友达、宏齐受AI题材带动，友达传与英特尔合作CPO/先进封装，宏齐布局车用功率元件与无人机模组
重申买进三星、SK海力士！花旗：AI「持续学习」将引爆eSSD需求，2027年NAND缺口将扩至6.1%
2026-09-23 网络阅读（157）
花旗周二(22日)发布全球半导体研报提出一条新的记忆体周期叙事：AI正从「训练完成即参数固定」的典范转向持续学习(continual learning)，这一变化不仅擡升HBM需求，更将记忆体变成AI推理侧的刚需，进而把企业级SSD(eSSD)推入高景气区间。花旗预测，2027年eSSD需求年增52.9%，整体SSD需求成长率约45.0%，NAND市场则将在2027、2028年分别出现6.1%、5.5%的供需缺口。需求端的核心变数是「资料必须被记住」，持续学习要求AI系统在使用过程中不断吸收
〈房产〉房仲全联会调查：49.8%受访者希望取消第二屋7成贷款成数上限
2026-09-23 网络阅读（80）
台湾央行理监事会议决议，不仅利率「连10冻」并调整自然人第2户购屋贷款最高成数上限，由6成调升为7成。等于是对台湾房市选择性信用管制则进行局部微调，房仲全联会今(23)日发表最新调查报告指出，有49.8%受访者希望取消贷款成数上限，也有72.8%受访者认购买第2屋应提供宽限期，让购屋理财资金更有弹性。房仲全联会理事长王瑞祺指出，第2屋购买自用的需求很多，包括先买后卖、异地就业就学、持份继承、乐龄养老、子女分户、照顾父母等等，购买第2屋有许多非投资性的因素，此次调查中有50.7% 的购屋目的为自

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反弹主因是生技股与特斯拉回升，Tempus AI、Twist Bioscience、10x Genomics齐涨，XBI今年涨逾35%。", "createdAt": "2026-09-23T09:25:14.000Z", "author": "网络", "pv": 79, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17151, "title": "【量大强涨股整理】台股即将迎接Q4作梦行情启动，这三大选股关键你还不知道？", "shortTitle": "【量大强涨股整理】台股即将迎接Q4作梦行情启动，这三大选股关", "img": "https://cimg.cnyes.cool/prod/news/6614175/l/81bead9ef61e7cc305b339ad455aa705.jpg", "description": "台股一度创48,601.53点盘中新高，终场涨81.33点收47,800.17，三大法人合买608.20亿元
美股科技与AI族群反弹，费半涨4.29%，Meta、英特尔、超微大涨，带动台股风险偏好回升
友达、宏齐受AI题材带动，友达传与英特尔合作CPO/先进封装，宏齐布局车用功率元件与无人机模组", "createdAt": "2026-09-23T09:20:29.000Z", "author": "网络", "pv": 100, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17156, "title": "重申买进三星、SK海力士！花旗：AI「持续学习」将引爆eSSD需求，2027年NAND缺口将扩至6.1%", "shortTitle": "重申买进三星、SK海力士！花旗：AI「持续学习」将引爆eSS", "img": "https://cimg.cnyes.cool/prod/news/6614027/l/8feacf43dbee372501ca2e65d0e8445d.jpg", "description": "花旗周二(22日)发布全球半导体研报提出一条新的记忆体周期叙事：AI正从「训练完成即参数固定」的典范转向持续学习(continual learning)，这一变化不仅擡升HBM需求，更将记忆体变成AI推理侧的刚需，进而把企业级SSD(eSSD)推入高景气区间。花旗预测，2027年eSSD需求年增52.9%，整体SSD需求成长率约45.0%，NAND市场则将在2027、2028年分别出现6.1%、5.5%的供需缺口。需求端的核心变数是「资料必须被记住」，持续学习要求AI系统在使用过程中不断吸收", "createdAt": "2026-09-23T09:00:06.000Z", "author": "网络", "pv": 157, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17152, "title": "〈房产〉房仲全联会调查：49.8%受访者希望取消第二屋7成贷款成数上限", "shortTitle": "〈房产〉房仲全联会调查：49.8%受访者希望取消第二屋7成贷", "img": "https://cimg.cnyes.cool/prod/news/6614104/l/6ed2335d6f237c06f5dc21311b6745fb.jpg", "description": "台湾央行理监事会议决议，不仅利率「连10冻」并调整自然人第2户购屋贷款最高成数上限，由6成调升为7成。等于是对台湾房市选择性信用管制则进行局部微调，房仲全联会今(23)日发表最新调查报告指出，有49.8%受访者希望取消贷款成数上限，也有72.8%受访者认购买第2屋应提供宽限期，让购屋理财资金更有弹性。房仲全联会理事长王瑞祺指出，第2屋购买自用的需求很多，包括先买后卖、异地就业就学、持份继承、乐龄养老、子女分户、照顾父母等等，购买第2屋有许多非投资性的因素，此次调查中有50.7% 的购屋目的为自", "createdAt": "2026-09-23T08:59:59.000Z", "author": "网络", "pv": 80, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }