天天财经-提供金融入门知识-投资理财技巧-热点新闻

美光成长速度将放缓对股价反而是好消息？
2026-09-22 网络阅读（62）
Stifel称美光短期成长放缓，但可靠高价格与高利润率弥补预估美光9/30公布第四季财报，营收507.8亿美元、季增22% 重申买进评级与1,500美元目标价，称市场未完全反映其价值
5兆至10兆参数！阿里巴巴打造超大AI模型「真武V900」性能较M890增3倍
2026-09-22 网络阅读（104）
阿里巴巴将训练5兆至10兆参数新AI模型，目标推进更复杂、长期任务并朝ASI发展同时推出自研AI晶片真武V900，性能为前一代M890的3倍，单一丛集最多支援50万张卡阿里云全球资料中心总容量拟于2032年提升至逾20GW，今年第3季起大规模商业化部署AI超级节点
6G关键技术迈入系统化验证
2026-09-22 网络阅读（89）
近日中国移动(600941-CN) 与高通(QCOM-US) 成功完成了全球首个符合3GPP定义的U6G频段6G原型基站与终端原型对接测试，代表6G关键技术从研究迈入系统化验证新阶段。政策层面，中国工信部在9月印发的《信息通信行业发展「十五五」规划》中，将「研制6G智慧手机」列为增强产业链韧性的具体任务，并要求基于开源鸿蒙等系统，研发支援智慧体通讯、环境感知等原生6G能力的终端。这意味着6G终端不仅是一个通讯工具，更被赋予了智慧体交互和环境感知的原生能力，从政策高度确立6G终端的发展方向。
Mues登顶下载榜+超微市值破兆美元！机构：CPU成Agent核心端测AI与算力需求进入实质拉动阶段
2026-09-22 网络阅读（84）
Meta Muse登顶App Store免费榜，带动美股费半周一大涨4.29%、A股端侧AI与算力半导体走强华为升腾960系列提前完成研发，升腾960DT将于明年Q1推出，较原规划提早三个季度台积电揭露2027年中期扩产，2奈米月产能9万片升至11万片、3奈米逾18万片升至21万片
〈房产〉新北最大里易主房仲：新市镇拆里重分要留意学区变化
2026-09-22 网络阅读（72）
新北市人口超过400万人，是全台人口最多的县市，也是最台最多里的县市！根据民政局2026年8月最新资料，全市共1039个里，而全市最大里由三峡的龙学里1万7225人，登上人数冠军里，主要原因在新北市7月起实施行政区域调整，而在新市镇的推案量大区域，房仲业者指出，所属学区的因此变化是特别要注意的。台湾房屋趋势中心执行长张旭岚指出，排名的大幅变化其实是因为今年七月起，新北市林口区、淡水区及五股区实施行政区域调整，其中林口区南势里、湖南里，还有淡水的顶崁里，过去都是超过3万人的大里，经过拆分之后，里
棱研挂牌首日蜜月行情强劲拚天线模组明年营收占比破5成
2026-09-22 网络阅读（80）
棱研今以每股60元登录创新板，早盘最高75元，涨约25%。公司在宽频通讯、卫星、国防三大市场同步量产；天线模组为主力，目标2027年营收占比逾50%。已取得143项全球专利、70项审查中；采Fabless委外制造，将扩充量产产能并深化台湾供应链。
Meta推出一款App 两周股价大涨21% Muse到底有什么魔力？
2026-09-22 网络阅读（69）
Meta周一大涨11.4%，两周涨21%，9月18日登美国App Store免费榜第一 Muse可发邮件、订餐厅、比价、管日程、播Spotify，采用Muse Spark模型与独立Secure VM Meta将于9/23开Connect大会，并面临估值、订阅收入与OpenAI、Google等竞争风险
〈焦点股〉欣兴、南电喷涨停！PCB主题ETF 009828劲扬3% 规模暴增164%
2026-09-22 网络阅读（88）
市场情绪转趋乐观，半导体及电子族群重新点火，激励台股今(22)日大涨并突破48,000点关卡。其中，欣兴、南电盘中同步亮灯涨停，景硕等 PCB 族群个股亦强势上扬，显示市场已逐渐消化先前产业杂音与利空消息，资金重新回归产业基本面。受惠PCB类股全面走强，台湾唯一以PCB产业为主题的ETF－中信台日韩PCB(009828-TW)盘中涨幅超过3%，成为市场关注焦点，截至昨日规模已暴增 164%。法人表示，随着AI伺服器需求持续成长，由於单台AI伺服器所需PCB层数、材料规格及用
星空联盟巴黎戴高乐机场贵宾室获评为全球最佳
2026-09-22 网络阅读（69）
长荣航(2618-TW)所属星空联盟位于巴黎的戴高乐机场贵宾室，荣获2026年Skytrax全球航空大奖(Skytrax World Airline Awards)「全球最佳航空联盟贵宾室」肯定，此为该贵宾室自2023年10月启用以来，连续第三年夺下此殊荣。同时，星空联盟洛杉矶国际机场贵宾室也拿下第二名，使星盟成为该奖项包办前两名的大赢家。星空联盟巴黎戴高乐机场贵宾室位于第一航厦，于2023年10月正式启用，占地约1300平方公尺。整体空间以现代设计为主轴，融入独具特色的法式元素，并依旅客不
马斯克母亲：他真的希望未来几十年能住在火星
2026-09-22 网络阅读（93）
梅耶・马斯克称，马斯克可能想住在火星城市，并曾以卫星送太空、避免受困时无法求援为例说明其理念。梅耶在新回忆录谈虐待婚姻后的经济不稳、独自养三子并创业。她15岁入行，60岁以银白发走红，69岁任CoverGirl形象大使、74岁登上《Sports Illustrated Swimsuit》封面。

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Meta将于9/23开Connect大会，并面临估值、订阅收入与OpenAI、Google等竞争风险", "createdAt": "2026-09-22T03:30:09.000Z", "author": "网络", "pv": 69, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16896, "title": "〈焦点股〉欣兴、南电喷涨停！PCB主题ETF 009828劲扬3% 规模暴增164%", "shortTitle": "〈焦点股〉欣兴、南电喷涨停！PCB主题ETF 009828劲", "img": "https://cimg.cnyes.cool/prod/news/6612862/l/05633c000e4f6daae8cdc66945519631.jpg", "description": "市场情绪转趋乐观，半导体及电子族群重新点火，激励台股今(22)日大涨并突破48,000点关卡。其中，欣兴、南电盘中同步亮灯涨停，景硕等 PCB 族群个股亦强势上扬，显示市场已逐渐消化先前产业杂音与利空消息，资金重新回归产业基本面。受惠PCB类股全面走强，台湾唯一以PCB产业为主题的ETF－中信台日韩PCB(009828-TW)盘中涨幅超过3%，成为市场关注焦点，截至昨日规模已暴增 164%。法人表示，随着AI伺服器需求持续成长，由於单台AI伺服器所需PCB层数、材料规格及用", "createdAt": "2026-09-22T03:29:30.000Z", "author": "网络", "pv": 88, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16889, "title": "星空联盟巴黎戴高乐机场贵宾室获评为全球最佳", "shortTitle": "星空联盟巴黎戴高乐机场贵宾室获评为全球最佳", "img": "https://cimg.cnyes.cool/prod/news/6612838/l/f3d1bac7f69c463ee729929ba81aca59.jpg", "description": "长荣航(2618-TW)所属星空联盟位于巴黎的戴高乐机场贵宾室，荣获2026年Skytrax全球航空大奖(Skytrax World Airline Awards)「全球最佳航空联盟贵宾室」肯定，此为该贵宾室自2023年10月启用以来，连续第三年夺下此殊荣。同时，星空联盟洛杉矶国际机场贵宾室也拿下第二名，使星盟成为该奖项包办前两名的大赢家。星空联盟巴黎戴高乐机场贵宾室位于第一航厦，于2023年10月正式启用，占地约1300平方公尺。整体空间以现代设计为主轴，融入独具特色的法式元素，并依旅客不", "createdAt": "2026-09-22T03:12:17.000Z", "author": "网络", "pv": 69, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16886, "title": "马斯克母亲：他真的希望未来几十年能住在火星", "shortTitle": "马斯克母亲：他真的希望未来几十年能住在火星", "img": "https://cimg.cnyes.cool/prod/news/6612608/l/58bda86d74aaa46992b614b60fdd6239.jpg", "description": "梅耶・马斯克称，马斯克可能想住在火星城市，并曾以卫星送太空、避免受困时无法求援为例说明其理念。
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她15岁入行，60岁以银白发走红，69岁任CoverGirl形象大使、74岁登上《Sports Illustrated Swimsuit》封面。", "createdAt": "2026-09-22T03:10:04.000Z", "author": "网络", "pv": 93, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }