天天财经-提供金融入门知识-投资理财技巧-台股

历史经验引路：美股第1季跌后连弹两月 6月进场后市可期
2026-06-02 网络阅读（92）
美股近期频创新高，但美伊战事未完待续，投资人又爱又怕，不知该不该进场，投信法人指出，观察今年第一季因 AI 取代软体业疑虑及美伊军事冲突，市场恐慌引发美股回档修正
〈COMPUTEX〉104「AI五层蛋糕」职缺一表看纬创广达招募硬体设计
2026-06-02 网络阅读（58）
2026 年 COMPUTEX 盛大登场，今年以 AI Together 为主题，聚焦 AI 运算、机器人与智慧移动、次世代科技等领域。104 人力银行指出，随着 AI 发展走向基础建设与应用，参加 COMPUTEX 的企业纷纷争抢电源设计、
台股主升段持续推进！资金大搬风正式启动，下一波机会在哪里？
2026-06-02 网络阅读（57）
近期台股加权指数在 45,000 点的强劲多头气势，展现持续往上挑战企图，成交量放大维持兆元水准，显示市场资金持续涌入。虽然指数已来到历史高档区，但从技术面、资金面与产业面观察，目前仍属于主升段架构，整体多头趋势并未改变。颜老师认为，现阶段投资人最重要的课题是掌握资金轮动方向。因为真正能够创造超额报酬的机会，往往来自于资金刚开始进驻的新主流族群。 AI 趋势不变，但资金开始扩散 AI 仍是未来数年最重要的产业趋势。然而经过长时间上涨后，部分电子股短线涨幅已大，市场资金开始出现轮动现象。颜老师
群联全面转型 AI 赋能者！从 NAND 控制晶片厂，进化成 AI 储存与运算平台供应商
2026-06-02 网络阅读（51）
2026年06月02日（优分析／产业数据中心报导）⸺ AI 时代的竞争，已经不再只是比谁的 GPU 算力更强，而是谁能更有效率地处理资料、降低 AI 部署成本，并让企业把 AI 真正落地。群联电子(8299-TWO)于 COMPUTEX 2026 正式揭示企业转型新方向，宣布以「AI 赋能者（AI Enabler）」为核心主轴，从过去的 NAND 控制晶片与储存技术领导者，进一步扩展为涵盖 AI 基础架构、边缘 AI 运算与 AI 软体平台的全方位 AI 解决方案供应商。这代表群联的角
星宇航空7月起加收改票手续费、订位服务费
2026-06-02 网络阅读（56）
星宇航空 7 月起加收改票手续费、订位服务费
〈焦点股〉仁宝披上辉达Vera Rubin大红袍 3天拉出3根涨停
2026-06-02 网络阅读（59）
仁宝董事长陈瑞聪指出，旗下伺服器业务每年可望有三位数成长的表现，今年伺服器营收比重占整体营收将达 10%，加上今 (2) 日 Computex 登场，仁宝展示辉达 Vera Rubin 平台，激励仁宝今天爆量冲涨停锁住 44.35 元。
群联携手 Intel 攻 AI PC！aiDAPTIV 突破记忆体瓶颈，让大型 AI 模型在地端跑起来
2026-06-02 网络阅读（92）
2026年06月02日（优分析／产业数据中心报导）⸺ AI PC 的竞赛，已经不只是比谁的处理器更强、NPU 算力更高，下一个关键瓶颈，可能会落在「记忆体够不够用」。群联电子(8299-TWO)于 COMPUTEX 2026 宣布，将与 Intel 展开合作，把群联 Pascari aiDAPTIV 记忆体延伸技术导入 Intel AI PC 平台。这项合作结合 Intel Core Ultra Series 3 处理器与群联 aiDAPTIV 技术，目标是让 AI PC 能在地端执行更大型的
明曜日本业务报捷夺日本首座16MWh全浸没式储能案场
2026-06-02 网络阅读（75）
台湾高阶储能技术供应商明曜科技 (7890-TW) 今 (2) 日正式宣布，与日本能源开发商签署合作备忘录，双方将深化技术交流，预计于明年第一季完成总容量达 4MW / 16MWh 之大型储能案场建置计划，并看好在未来数年内，双
〈台股开盘〉AI开趴接着奏乐接着舞涨逾500点创45915点新高后一度翻黑
2026-06-02 网络阅读（66）
市场看好 AI PC 将成为下一波成长引擎，激励辉达股价大涨 6.26%，并带动台股在 AI 盛宴带领下开高，台股今 (2) 日开盘上涨逾 500 点，涨幅 1.16%。
华安打造AI+新药双引擎子公司源华智医登NVIDIA GTC Taipei
2026-06-02 网络阅读（61）
华安子公司源华智医参加 NVIDIA GTC Taipei，将在会中进行专题演讲，聚焦探讨结合 Agents 智慧协奏架构，建构新世代 AI 驱动的药物再利用开发流程，开创「传统生技研发」与「先进 AI 科技」双轨并进的商业模式。

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