天天财经-提供金融入门知识-投资理财技巧-热点新闻

嘉基(6715)现增18.6亿元重押AI光通讯！NPO、LPO放量在即，2027年能否迎来获利大爆发？
2026-09-09 网络阅读（68）
嘉基现增18.6亿元重押AI光通讯，NPO成最大亮点嘉基科技(6715-TW)是嘉泽(3533-TW)的子公司，在AI 伺服器与高速传输浪潮中扮演着关键的角色。嘉基近期完成现金增资，募得约18.6亿元，再加上自有资金后，整体投入资金超过26亿元，大举扩充中坜厂无尘室与AI光通讯产线。嘉基这次筹资主要用于中坜厂无尘室整建与新产线设备购置，锁定NPO Socket、800G 嵌入式光学传输模组、光引擎模组及400G/800G LPO Optics等产品。时程上，无尘室预计2027年2季完成整建，
贝森特警告：中国若赢AI竞赛「其他一切都不重要」、美国恐怕没有「明天之后」
2026-09-09 网络阅读（73）
美财长贝森特警告中国若在AI竞赛领先，美国恐面临严重后果；FBI、NSA、CISA指控阿里巴巴、DeepSeek等中企撷取美国AI模型数十亿Token。
谷歌、黑石资料中心计划传延宕准时完工机率只剩50%
2026-09-09 网络阅读（65）
Alphabet(GOOGL-US) 与黑石集团(BX-US) 合作成立的新云端事业，其预计部署Google晶片的主要资料中心据点遭遇进度延宕，凸显出大型科技公司在AI雄心道路上面临的重重阻碍。这家内部代号为「Braid专案」的新创企业获得黑石50 billion美元资金挹注，目标是在2027年向客户出租Google的AI处理器。该事业属于日益壮大的「新云端（neocloud）」浪潮之一，专门对外租赁晶片与运算能力。不过，这项合资计划早期便遭遇阻碍。Alphabet旗下Google原先计划由
Arm执行长：「有生之年 AI将协助治愈癌症」
2026-09-09 网络阅读（77）
Arm执行长哈斯 (Rene Haas) 表示，AI有望在人类有生之年协助治愈癌症，透过加速药物研发与测试，突破人类独力难以解决的医疗难题。不过，要实现这项愿景，产业必须先解决晶片供应不足的问题。
就叫iPhone Duo！古尔曼：苹果首款折叠手机售价2000美元起跳容量最高2TB
2026-09-09 网络阅读（75）
《彭博资讯》记者古尔曼(Mark Gurman)今(9)日午间在X上发文表示，苹果首款折叠萤幕手机名字敲定为iPhone Duo，并设定2000美元(约6万)的起售价，包含了额外记忆体成本。古尔曼指出，iPhone Duo 储存容量最高将达到2TB，价格约3000美元(约9万台币)，将于10月上市，支援Apple Pencil，并提供深蓝色 + 白色两种颜色。古尔曼还爆料，Apple Watch Series 12 和 Ultra 4 将具备注重隐私的 AI 功能，用于分析使用者日常，提供当
〈房产〉「勤美璞真」单户月租金55.6万元登今年豪宅月租王
2026-09-09 网络阅读（65）
根据实价登录租赁交易，台北市豪宅「勤美璞真」， 24楼户212.2坪，含4个车位，今年三月以月租金55.6万元出租，登今年豪宅月租王，该户也是三年前创社区最高租金60万元的户别。
〈焦点股〉台塑化8月营收年增四宝居冠股价强涨逾9％
2026-09-09 网络阅读（69）
台塑四宝8月营收皆较去年同期呈现年增，激励今(9)日股价全数走扬，其中受惠中东战事持续延烧，与油价高度相关的台塑化(6505-TW)表现最为强劲，今日股价开高走高，盘中一度飙涨逾9％以上。
建通8月营收创同期高中国插头新规发酵订单急升温
2026-09-09 网络阅读（76）
建通8月营收创同期高中国插头新规发酵订单急升温
劳动节后美股走势蹒跚！告别强劲涨势 2026年「轻松获利」时代恐告终
2026-09-09 网络阅读（78）
美股在劳动节连假后第一个交易日震荡走低，由于9月向来是美股一年中表现最弱、波动最大的月份，市场正弥漫着不安情绪。道琼工业指数周二(8日)下跌628点，跌幅1.2%，创8月20日以来最大单日跌点及百分比跌幅。这项蓝筹指数过去七个交易日中已有五天下跌，较8月5日创下的历史收盘高点回落2.9%。标普500指数同日下跌0.6%，那斯达克综合指数跌0.3%。与此同时，芝加哥选择权交易所波动率指数(VIX)上涨8.2%，显示华尔街的「恐慌指标」正从夏季低迷中开始苏醒，未来一个月标普500指数可能面临更大
【盘中速报】高力、玉晶光攻涨停南电飙近8%AI缺电、苹果镜头与PCB接棒领涨
2026-09-09 网络阅读（78）
2026年09月09日（优分析／产业数据中心报导）⸺ 台股今日午盘买盘动能出现分化，加权指数虽守住小涨格局，但涨幅较早盘明显收敛。加权指数(TSE)午盘(11:57)报47206.56点，上涨100.78点，涨幅0.21%，成交量5700.62亿元；大盘早盘一度冲上47800点附近，10点半过后涨势趋缓，指数同步走低。电子股买盘同步升温，资金集中电力、散热、PCB载板及光通讯，AI伺服器供应链同步走扬，测试设备类股则呈现分化。高力(8996-TW)、玉晶光(3406-TW)双双攻上涨停，南

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