天天财经-提供金融入门知识-投资理财技巧-热点新闻

〈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（62）
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（64）
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
盘中速报 - 恒生科技指数上涨149.98点至5114.9点，涨幅3.02%
2026-06-02 网络阅读（60）
恒生科技指数盘中涨幅3.02%，大中华区、地产代理概念表现强劲。快同时查看近日周月绩效与即时新闻资讯。
后巴菲特时代首笔大交易波克夏砸85亿美元买房屋建商
2026-06-02 网络阅读（112）
巴菲特 (Warren Buffett) 退休后，波克夏海瑟威在新执行长阿贝尔 (Greg Abel) 领导下的首笔大型收购案，看起来刻意延续了过去风格：以现金交易、押注住宅市场，而且收购的是公司熟悉的业务。
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（55）
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
〈COMPUTEX〉黄仁勋：台湾是AI生态系中心选择供应链有这两大考量
2026-06-02 网络阅读（85）
辉达 (NVDA-US) 执行长黄仁勋今 (2) 日在全球媒体问答中，针对台湾在 AI 供应链中的角色以及中国市场等议题表达看法。他强调，台湾是全球科技制造生态系的核心，也是 AI 革命的重要中心，不过，任何企业的供应链都应有两
川普成IBM股价突然狂飙幕后推手？「旧吹票影片」扩散、巴克莱喊350美元目标价
2026-06-02 网络阅读（53）
IBM 股价创下历史新高，盘中一度逼近 328 美元。市场除了受到川普公开赞扬执行长 Arvind Krishna 的旧影片再度疯传影响，更聚焦 IBM 获得美国《晶片法案》最高 10 亿美元量子晶片支持计划、未来五年追加 100 亿美元量子
黄仁勋宴请南韩伙伴暗示GTC移师首尔点名机器人是投资重点
2026-06-02 网络阅读（63）
韩联社引述辉达 (NVDA-US) 执行长黄仁勋在台北对记者的谈话，如果韩国方面有意，他将可以在韩国举办辉达 GTC 大会。黄仁勋周一 (1 日) 在台举办「韩国伙伴之夜」，宴请韩国供应链的伙伴时，针对南韩媒体询问是否有计划在首尔举办 GTC 大会一事，做出上述回应。包含 SK 海力士、三星电子、LG 集团以及现代汽车高层皆出席晚宴。对于是否考虑扩大对南韩投资，黄仁勋表示：「我们一直都在评估对南韩的投资机会。」他并说明，南韩拥有完善的产业生态系，企业竞争力也相当出色，这正是辉达持续关注南韩市
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（63）
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（65）
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。

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