天天财经-提供金融入门知识-投资理财技巧-热点新闻

营收速报 - 罗升(8374)5月营收5.41亿元年增率高达42.48％
2026-06-02 网络阅读（70）
2026年5月罗升(8374-TW) 营收年增成长42.48% , 盘后股价为102元
防堵低价倾销！财部出重拳 6/8起中韩电磁钢品最高遭课49.84%反倾销税
2026-06-02 网络阅读（69）
财政部关务署表示，针对自韩国及中国大陆产制进口冷轧扁轧非方向性电磁钢品课征反倾销税调查案，财政部及经济部目前已初步认定有倾销情事，且对台湾国内产业造成了实质损害。财政部今 (2) 正式公告，自 115 年 6 月 8 日起对上述涉案产品
SK海力士会长：未来五年晶圆产能翻倍盼成为辉达Rubin系统核心HBM供应商
2026-06-02 网络阅读（56）
SK 集团会长崔泰源 (Chey Tae-won) 周二 (2 日) 表示，旗下记忆体大厂 SK 海力士 (SK Hynix) 计划在未来五年内将晶圆产能扩大一倍，以因应人工智慧 (AI) 带动的庞大需求。崔泰源在台北国际电脑展 (COMPUTEX) 指出，除了与台积电 (2330-TW) 维持合作外，SK 海力士未来还需要在台湾建立更多合作伙伴关系。他表示，希望 SK 海力士能成为辉达 (NVDA-US) 下一代 Vera Rubin 平台的重要高频宽记忆体 (HBM) 供应商。崔泰源今
AI时代谁最赚？三星超车辉达夺全球获利王！SK海力士冲前三、台积电排名曝
2026-06-02 网络阅读（68）
根据《彭博》最新预测，三星电子 2027 年营业利益可望达 3310 亿美元，超越辉达成为全球最赚钱企业，SK 海力士排名第三。AI 伺服器带动 HBM 需求爆发，记忆体产业成为新一轮 AI 浪潮最大赢家，台积电则以 1090 亿美元排名第九。
〈港股盘后〉科网股集体大涨科指涨4.72% 腾讯涨超10%创5年最大单日涨幅
2026-06-02 网络阅读（61）
香港股市周二 (2 日) 迎来显著反弹，恒生指数当日大涨 2.52%，成功站上 26,000 点大关，收报 26,038.32 点，恒生科技指数单日飙升 4.72%，反映出市场对科技板块的信心全面回升。
无人机威胁升温Motorola大手笔布局反无人机市场
2026-06-02 网络阅读（77）
2026年06月02日（优分析／产业数据中心报导）⸺ 美国公共安全与通讯设备大厂 Motorola Solutions(MSI-US)宣布，将以15亿美元收购以色列反无人机技术公司 D-Fend Solutions，进一步扩大在公共安全与关键基础设施防护市场的布局。 Motorola表示，随着消费型与商业型无人机快速普及，未经授权的无人机闯入机场、政府设施、体育场馆及企业园区等事件持续增加，保护空域安全已成为全球公共安全领域的重要需求。不同于传统雷达或光学系统仅能侦测无人机位置，D-Fend的
〈COMPUTEX〉达明携手辉达及QCT策略合作推实体AI套件降低导入机器人成本
2026-06-02 网络阅读（62）
COMPUTEX 今日登场，为因应 Physical AI(实体 AI) 发展，新增机器人馆，达明 (4585-TW) 今年也参展，深化与辉达、QCT(云达) 策略合作，发表「Physical AI 开发套件」。
星巴克停用AI库存管理系统因技术失准反增工作负荷
2026-06-02 网络阅读（91）
星巴克 (SBUX-US) 向媒体证实，在部署仅 9 个月后，已终止其 AI 驱动的自动库存管理系统。
深化与三星、SK、现代、LG、NAVER合作！黄仁勋：辉达准备投资韩国机器人与物理AI
2026-06-02 网络阅读（62）
外媒最新报导指出，辉达执行长黄仁勋周一 (1 日) 公开提及对南韩机器人产业的投资可能性，引发业界对双方合作进一步扩大的关注。南韩媒体《KED》周二报导，随着辉达加速建造涵盖机器人、自动驾驶和智慧工厂的「物理 AI」生态系统，市场普遍预计辉达与三星电子、SK 海力士、LG、现代汽车、Naver 及斗山机器人等韩企的合作也将进一步深化。黄仁勋在周一晚间于台湾举行的「韩国伙伴者之夜」晚宴上说，「我们将始终考虑对韩国进行投资」，并称将机器人领域列为重点投资方向之一。黄仁勋还说：「韩国拥有优秀的产
AI需求旺！Arm执行长：自研晶片150亿美元营收目标将提前达阵
2026-06-02 网络阅读（100）
晶片设计巨头 Arm(ARM-US) 执行长哈斯（Rene Haas）表示，受惠于人工智慧（AI）浪潮带来的超预期强劲需求，该公司自研晶片营收达到 150 亿美元的目标，将有望比原先预期的更早实现。哈斯接受《彭博电视》访问时表示，他对于在先前设定的本世纪末前达成该目标「非常有信心」。他周二 (2 日) 进一步指出，随着全球科技产业竞相建设资料中心与发展人工智慧服务，市场需求远超预期，Arm 有望提前达成这项里程碑。哈斯在 Computex 场边接受简短访问时表示：「我希望能更早达成这个目标

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