天天财经-提供金融入门知识-投资理财技巧-热点新闻

Meta祖克伯也来了！川习会国宴美企CEO名单曝光聚焦AI地缘争锋
2026-09-23 网络阅读（70）
祖克伯、黄仁勋、纳德拉等科技巨头将出席白宫为习近平举行的国宴 OpenAI、苹果、贝佐斯、马斯克、皮查伊、库克、戴尔也将与会美中AI管制与主导权争论升温，习近平预料不带企业代表团赴美
统一超7-ELEVEN串接长照3.0 启动「十分钟照顾生活圈」失智友善计划
2026-09-23 网络阅读（67）
全台65岁以上长辈已占整体人口总数逾20%，社区长照日渐增加，尤其失智长辈更倚赖居家照护，为回应社区失智长照需求，统一超(2912-TW)7-ELEVEN携手天主教中华圣母基金会、弘道老人福利基金会和毕嘉士基金会启动「失智友善计划」，串连台北市联合医院、统一超商好邻居文教基金会，在全台7-ELEVEN展开「十分钟照顾生活圈」行动，积极倡议失智友善，目标让门市成为居家长照照顾者们最安心的喘息据点。据卫福部推估，未来15年全台65岁以上失智长辈人数将较目前增逾1倍，人数可能近68万人。为进一步了
iPhone 18 Pro系列需求强劲交付周期快速延长
2026-09-23 网络阅读（70）
摩根大通表示，追踪苹果(AAPL-US) 产品供货情况第 2 周，交付周期进一步延长，iPhone 18 Pro 系列平均增加4 天。与第 1 周相比，iPhone 18 Pro 交付周期增加16 天 (去年 iPhone 17 Pro 从第 1 周到第 2 周交付周期增加9 天)，iPhone 18 Pro Max 交付周期增加11 天 (去年同期 iPhone 17 Pro Max 从第 1 周到第 2 周交付周期增加7 天)。目前两款 Pro 机型在美国和欧洲的交付周期均已与 iPho
【优分析即时新闻】精材(3374)8月自结获利年增43%，测试业务占比冲上6成成新主力
2026-09-23 网络阅读（69）
2026年09月23日（优分析／产业数据中心报导）⸺ 精材营运重心已从CIS封装转向AI晶片测试，测试占比自2024年第三季28%，一路攀升至2025年全年48%，2026年全年约6成，第二季测试服务营收季增25%、年增103%，占单季营收62%。 6月自结获利1.47亿元，年增高达7,350%；8月自结获利1.93亿元，年增43%。 (图片来源：优分析产业资料库) 台积电CoWoS排挤效应是核心成长动能真正值得注意的是，这波测试业务放量并非精材主动开发，而是台积电全力扩充CoWoS产能，因场地
Sandisk今年狂飙644%仍有上涨空间！Rosenblatt喊出2400美元目标价 AI引爆NAND供不应求
2026-09-23 网络阅读（93）
Sandisk今年飙涨644%，Rosenblatt分析师Kevin Cassidy首评买进，目标价2400美元。 AI带动需求推升记忆体供应吃紧，华尔街估第3季记忆体均价较第2季涨逾20%。 Cassidy指NAND正成为AI基础设施关键零组件，Sandisk与铠侠合作有望维持效能及成本优势。
〈台股开盘〉长假前拚站稳4万8 台积电率高人气电子股冲锋涨500点
2026-09-23 网络阅读（97）
台股成交量能不再萎缩，台股指标股权王台积电 (2330-TW) 在除息7元后表现坚挺，今(23)日早盘股价攻坚站上2500元，上涨1.42%，激励台股集中市场开盘上涨逾500点，最高达48341.56点。在电子股高人气带动之下，台股盘势仍呈现高档耐高档震荡格局。台北股市集中市场大盘23日早盘开盘在47894.77点，最低47894.77点，最高达48341.56点，预估全场成交值超过1亿元，大盘成交比重上，电子股上涨1.28%，占大盘成交比重86%，金融股下跌0.69%，占大盘成交比重1%。
自主AI破功？Muse被曝复杂通话转外包惹隐私风暴「人工管家」测试紧急喊停
2026-09-23 网络阅读（85）
"自主AI"背后有人工接线员：Meta被曝用呼叫中心替Muse打电话，已暂停测试《路透社》周二(22日)引述Meta内部贴文独家报导指出，Meta正为Muse测试一项「人工管家」机制：Muse可能在不告知用户的情况下，把本该由AI拨打的电话转交给呼叫中心的外包人员，由其代替AI完成通话。Meta超级智慧实验室一名副总裁随后承认，在缺乏充分告知的情况下启动该测试属于「失误」，并称已暂停测试这一功能。「人工管家」是指当Muse的通话功能遭遇复杂场景时，可将请求转交训练有素的外包人员，由后者代为拨
苹果最强Mac到店 Mac Studio现货紧俏 AI能力受关注
2026-09-23 网络阅读（68）
苹果Mac Studio与Mac mini 22日开售。 Mac mini因性价比高成门市问询与成交主力。本地AI需求升温成为苹果Mac业务的直接推动力。
【优分析即时新闻】广宇(2328)8月营收创32个月新高年增19.67%，AI伺服器10月放量、AFM年底贡献在即
2026-09-23 网络阅读（90）
2026年09月23日（优分析／产业数据中心报导）⸺ 广宇2026年上半年营运急转直下，营收96.34亿元、年减15.84%，毛利率仅8.22%、营业利益近乎打平，第二季虽季增27%但单季仍小亏，主因马来西亚子公司稼动率偏低及业外转投资拖累。真正值得注意的是，这与公司年初法说预期全年毛利率12.2%、市场共识预估12.3%的落差明显，全年目标达成难度升高。不过8月营收21.66亿元，月增5.68%、年增19.67%，创32个月新高，为近11个月首度单月年增，主因旧客户拉货回温与新业务出货。
台塩海洋碱性离子水连获选国庆指定用水　双十纪念瓶限量开卖
2026-09-23 网络阅读（73）
双十国庆即将登场，台盐(1737-TW)今(23)日指出，台盐「台塩海洋碱性离子水」再度获选为国庆大典唯一指定用水，连续第七年以源自台湾海峡的好水款待国内外嘉宾。同步推出的国庆限量纪念瓶。台盐「台塩海洋碱性离子水」再度获选为国庆大典唯一指定用水，延伸「TAIWAN．TOGETHER AS ONE」国庆主视觉，以双十晶片矩阵与梅花元素打造年度限定瓶标，即日起于台塩生技门市、全台万家福限量开卖，让民众也能入手收藏，一同欢庆双十！台盐公司表示，国庆大典是重要国家盛事，也是向世界展现台湾形象的重要场

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OpenAI、苹果、贝佐斯、马斯克、皮查伊、库克、戴尔也将与会
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AI带动需求推升记忆体供应吃紧，华尔街估第3季记忆体均价较第2季涨逾20%。
Cassidy指NAND正成为AI基础设施关键零组件，Sandisk与铠侠合作有望维持效能及成本优势。", "createdAt": "2026-09-23T01:50:04.000Z", "author": "网络", "pv": 93, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17071, "title": "〈台股开盘〉长假前拚站稳4万8 台积电率高人气电子股冲锋涨500点", "shortTitle": "〈台股开盘〉长假前拚站稳4万8 台积电率高人气电子股冲锋涨", "img": "https://cimg.cnyes.cool/prod/news/6613754/l/d627421ac3d3cce9b9b72f7ac90ceecf.jpg", "description": "台股成交量能不再萎缩，台股指标股权王台积电 (2330-TW) 在除息7元后表现坚挺，今(23)日早盘股价攻坚站上2500元，上涨1.42%，激励台股集中市场开盘上涨逾500点，最高达48341.56点。在电子股高人气带动之下，台股盘势仍呈现高档耐高档震荡格局。台北股市集中市场大盘23日早盘开盘在47894.77点，最低47894.77点，最高达48341.56点，预估全场成交值超过1亿元，大盘成交比重上，电子股上涨1.28%，占大盘成交比重86%，金融股下跌0.69%，占大盘成交比重1%。 ", "createdAt": "2026-09-23T01:44:13.000Z", "author": "网络", "pv": 97, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17066, "title": "自主AI破功？Muse被曝复杂通话转外包惹隐私风暴「人工管家」测试紧急喊停", "shortTitle": "自主AI破功？Muse被曝复杂通话转外包惹隐私风暴「人工", "img": "https://cimg.cnyes.cool/prod/news/6613732/l/86fdb19e9780198165b62010fac1b841.jpg", "description": "\"自主AI\"背后有人工接线员：Meta被曝用呼叫中心替Muse打电话，已暂停测试《路透社》周二(22日)引述Meta内部贴文独家报导指出，Meta正为Muse测试一项「人工管家」机制：Muse可能在不告知用户的情况下，把本该由AI拨打的电话转交给呼叫中心的外包人员，由其代替AI完成通话。Meta超级智慧实验室一名副总裁随后承认，在缺乏充分告知的情况下启动该测试属于「失误」，并称已暂停测试这一功能。「人工管家」是指当Muse的通话功能遭遇复杂场景时，可将请求转交训练有素的外包人员，由后者代为拨", "createdAt": "2026-09-23T01:40:06.000Z", "author": "网络", "pv": 85, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17067, "title": "苹果最强Mac到店 Mac Studio现货紧俏 AI能力受关注", "shortTitle": "苹果最强Mac到店 Mac Studio现货紧俏 AI能力受", "img": "https://cimg.cnyes.cool/prod/news/6613645/l/a8034cda4c9eb2aa0d97db7c5c670011.jpg", "description": "苹果Mac Studio与Mac mini 22日开售。
Mac mini因性价比高成门市问询与成交主力。
本地AI需求升温成为苹果Mac业务的直接推动力。", "createdAt": "2026-09-23T01:35:05.000Z", "author": "网络", "pv": 68, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17072, "title": "【优分析即时新闻】广宇(2328)8月营收创32个月新高年增19.67%，AI伺服器10月放量、AFM年底贡献在即", "shortTitle": "【优分析即时新闻】广宇(2328)8月营收创32个月新高年增", "img": "", "description": "2026年09月23日（优分析／产业数据中心报导）⸺ 广宇2026年上半年营运急转直下，营收96.34亿元、年减15.84%，毛利率仅8.22%、营业利益近乎打平，第二季虽季增27%但单季仍小亏，主因马来西亚子公司稼动率偏低及业外转投资拖累。真正值得注意的是，这与公司年初法说预期全年毛利率12.2%、市场共识预估12.3%的落差明显，全年目标达成难度升高。不过8月营收21.66亿元，月增5.68%、年增19.67%，创32个月新高，为近11个月首度单月年增，主因旧客户拉货回温与新业务出货。 ", "createdAt": "2026-09-23T01:30:05.000Z", "author": "网络", "pv": 90, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17058, "title": "台塩海洋碱性离子水连获选国庆指定用水　双十纪念瓶限量开卖", "shortTitle": "台塩海洋碱性离子水连获选国庆指定用水　双十纪念瓶限量开卖", "img": "https://cimg.cnyes.cool/prod/news/6613711/l/d86b4b4614f842b56d12b6e8ad77b4cb.jpg", "description": "双十国庆即将登场，台盐(1737-TW)今(23)日指出，台盐「台塩海洋碱性离子水」再度获选为国庆大典唯一指定用水，连续第七年以源自台湾海峡的好水款待国内外嘉宾。同步推出的国庆限量纪念瓶。台盐「台塩海洋碱性离子水」再度获选为国庆大典唯一指定用水，延伸「TAIWAN．TOGETHER AS ONE」国庆主视觉，以双十晶片矩阵与梅花元素打造年度限定瓶标，即日起于台塩生技门市、全台万家福限量开卖，让民众也能入手收藏，一同欢庆双十！台盐公司表示，国庆大典是重要国家盛事，也是向世界展现台湾形象的重要场", "createdAt": "2026-09-23T01:12:42.000Z", "author": "网络", "pv": 73, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }