天天财经-提供金融入门知识-投资理财技巧-热点新闻

阿里巴巴吴泳铭：未来机器思考总量将达到人类1,000倍以上
2026-09-22 网络阅读（79）
中国阿里巴巴集团(09988-HK) (BABA-US) 执行长吴泳铭在在2026杭州云栖大会上发表最新演讲，阐述对「机器智慧」时代的思考。吴泳铭认为，机器正在成为思考的主力，智慧正在成为一种规模化商品，未来机器思考总量将达到人类的1,000倍以上。据《财联社》报导，吴泳铭表示，人工智慧（AI）模型、AI晶片和AI云是机器智慧时代三大基石，阿里巴巴将坚定投入这三项基础设施建设，这是阿里巴巴的长期策略选择。吴泳铭22日（周二）在云栖大会表示，当前客户AI需求非常强劲，将全力投入AI基础设施建
个人Agent大战开打！Muse、Grok Bot大红 OpenAI也坐不住了
2026-09-22 网络阅读（91）
OpenAI正开发新功能与个人AI助手，反制Grok Bot与Meta Muse。 Grok Bot主打白领与小企业主，整合Gmail、日历等应用，SuperGrok月费30美元。 AI个人Agent成新战场，OpenAI增长放缓且预估2030年底累亏2780亿美元。
【优分析即时新闻】台表科(6278)光通讯业务放量在即，1.6T时程提前，2027年营收挑战年增20%
2026-09-22 网络阅读（84）
2026年09月22日（优分析／产业数据中心报导）⸺ 台表科近年营运历经剧烈转型，从2024年Mini LED业务受客户转向OLED冲击而衰退，到2026年成功切入AI光通讯与伺服器供应链，正迎来继2019至2021年Apple Mini LED之后的第二次营运上行循环。 800G产品预计第二季试产、第四季正式放量，更关键的是1.6T时程较预期提前，从原订第四季提前至第三季试产。光通讯营收占比目前约1%，第四季可望提升至4%至5%，2027年第一季达5%至8%，全年上看15%至20%，法人更预
技嘉旗下技钢科技首座算力中心GAIFA落脚土城强势布局AIDC基础建设与验证能力
2026-09-22 网络阅读（122）
技嘉(2376-TW)旗下技钢今(22)日宣布，公司首座自有算力中心 GAIFA（GIGABYTE AI Factory Accelerator）落脚新北市土城。GAIFA 是技钢的首座自有算力中心，同时是公司将伺服器、液冷、资料中心设计与建置经验，整合至 AI 运算环境的重要验证基地，强化技钢科技在机柜级 AI Infrastructure 与 AIDC 整合领域的实务能力。 GAIFA 以模组化机柜级设计为核心，首期部署 6 座机柜，涵盖运算、储存与网路，电力容量规划达 700 kW，未来将
欣陆：欣达环工获新竹客雅再生水BTO案最优申请人将投资84.5亿元
2026-09-22 网络阅读（76）
欣陆投控(3703-TW)旗下欣达环工今(22)日宣布，正式获评为「新竹市客雅水资源回收中心放流水回收再利用BTO案」最优申请人，并已完成议约程序。本案预估投资金额约84.5亿元，兴建及特许期合计约18年6个月，建置再生水系统后，每日供应宝山二期园区4万吨再生水。欣达环工已完成议约，并于今日取得再生水经营业许可，后续将负责本案污水处理、再生水及取输配水相关设施的建置与营运。欣陆投控指出，「新竹市客雅水资源回收中心放流水回收再利用BTO案」，采BTO（Build-Transfer-Operat
巨亨速报 - Factset 最新调查：弘塑(3131-TW)EPS预估下修至62.4元，预估目标价为4000元
2026-09-22 网络阅读（75）
FactSet 最新调查：弘塑(3131-TW)EPS预估下修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
巨亨速报 - Factset 最新调查：谱瑞-KY(4966-TW)EPS预估下修至33.6元，预估目标价为660元
2026-09-22 网络阅读（94）
FactSet 最新调查：谱瑞-KY(4966-TW)EPS预估下修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
标普：银行AI应用将影响未来信用评级落后者面临压力
2026-09-22 网络阅读（75）
标普全球评级称，未来数年银行AI采用程度、治理成熟度与营运准备，将直接影响信用评级 6月调查全球179家金融机构，预估AI带来成本降幅今年4%、2028年升至6%至8% 84%受访机构已用AI于支援职能与自动化；不足三分之一用于新产品，主因监管限制与声誉风险
台股首见「2万元」天价股股王信骅跳空涨停一张大赚198万元
2026-09-22 网络阅读（79）
信骅今跳空涨停至21,800元，创历史新高，成台股首支突破2万元个股 8月营收16.26亿元、连10个月创高；公司估第4季营收续向上明年AI基础建置热潮续强，在手订单已超过今年全年营收，并向日月光签2年产能合约确保供应
【优分析即时新闻】威刚(3260)8月营收连6月创高年增279.81%，前8月首度突破千亿元大关
2026-09-22 网络阅读（79）
2026年09月22日（优分析／产业数据中心报导）⸺ 记忆体产业自2025年下半年起进入AI驱动的结构性缺货循环，威刚在低价库存与合约价齐扬双引擎下，2026年营运呈现爆发性成长。 8月合并营收189.3亿元，月增2.97%、年增279.81%，连续第6个月刷新单月历史新高，前8月累计营收1,015.8亿元，年增218.1%，首度突破千亿元大关，上半年获利已远超历年全年水准。 DRAM占比大幅跃升，库存战略反向拉高至500亿元真正值得注意的是，DRAM占比自2024年全年47%，跃升至7月的76

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