天天财经-提供金融入门知识-投资理财技巧-热点新闻

华硕旗下台智云深耕主权AI 去年EPS4.14元 5/29登录兴柜
2026-05-27 网络阅读（58）
台智云 (7735-TW) 今 (27) 日隆重宣布，将于 5 月 29 日正式登录兴柜交易，迈入资本市场新里程碑。作为华硕集团旗下全栈式 AI 基础建设与算力加值服务商，台智云受惠于大型客户对 AI 算力中心与基础建设的强劲需求，20
三星达成AI利润分成协议员工人均将获约1267万台币奖金
2026-05-27 网络阅读（72）
三星电子半导体员工周三 (27 日) 高票通过一项创纪录的利润分成协议，这场持续数月的劳资拉锯战终于结束，工会 74% 成员投下赞成票，避免因分红争议可能引发的罢工危机。受此利多刺激，三星股价周三收涨近 7%。根据协议，三星旗下 7.8 万名半导体员工将分享今年营业利润的 10.5%，加上原有的 1.5% 常规奖金制度，总奖金池规模料将突破 34 兆韩元。这次分红的最大赢家是继体晶片部门。由于 AI 浪潮带动的 HBM 需求爆发，该部门员工人均预计入帐约 6 亿韩元。相较之下，持续亏损的代工
威盛旗下威宏携手Skymizer 推AI推论晶片整合生态系
2026-05-27 网络阅读（62）
AI 推论晶片业者 Skymizer(台湾发展软体科技) 今 (27) 日宣布与威盛 (2388-TW) 旗下威宏科技达成策略合作，将结合 Skymizer 的 HyperThought LPU AI 推论 IP，与威宏在 SoC 系统整
中杰-KY虽遭逢客户端下单保守今年仍维持资本支出规划重点推进印尼厂
2026-05-27 网络阅读（80）
中杰 - KY2026 年第二季订单趋近满载，但受总体环境与与消费景气影响，客户下单态度偏向保守，下半年订单能见度尚未明朗，但公司力拼 2026 年维持与去年相当的营收水准，并维持既定的资本支出计划。
美光全球扩产版图一路排到2030年！美国、台湾、日本、新加坡等国同步
2026-05-27 网络阅读（85）
受 AI 需求爆发带动，美光加速全球记忆体扩产布局，涵盖美国、日本、台湾、新加坡、印度与马来西亚，全面推进 HBM、DRAM 与 NAND 产能。市场供给吃紧预计延续至 2026 年后，多座新厂将于 2027 年至 2030 年间陆续投产，美光
华航乐看客货并进营运冲刺空运热到「AI每机柜重达2吨也全走空运」
2026-05-27 网络阅读（62）
华航乐看客货并进营运冲刺「AI 每机柜重达 2 吨也全走空运」
散装扬帆正德董座：本业获利将更具成长空间
2026-05-27 网络阅读（61）
散装扬帆正德董座：本业获利将更具成长空间
美股进入「融涨」模式？华尔街看好标普突破8000大关专家：这次是「真获利」而不是「非理性繁荣」
2026-05-27 网络阅读（88）
美股今夏行情火热，标普 500 从 3 月底至今连涨八周，华尔街近来开始热议所谓的「融涨」(melt-up) 行情，意指牛市最后阶段出现失控式飙涨。标普 500 指数第 1 季虽然收黑，但从 3 月底至今写下一连串惊人成绩，最引人注目的是：该指数已连涨八周，创下 2023 年 12 月以来最长连涨。根据 Bespoke 投资集团统计，这也是标普 500 自 1952 年以来第二强势的八周涨势。不过，这波反弹来势汹汹，也让部分投资人开始感到不安，市场常以 2000 年网路泡沫末期为例，当时那斯
神脑携手神准进军企业AI与智慧零售市场 COMPUTEX展出AI边缘运算方案
2026-05-27 网络阅读（72）
神脑国际 (2450-TW) 今年携手神准 (3558-TW) 参展 COMPUTEX 2026，全面展出新世代边缘运算整合方案，宣示从消费市场延伸至 B2B 领域，正式化身为「企业 AI 整合服务伙伴」。
史诗级飙涨！哪些股票特别突出？
2026-05-27 网络阅读（108）
就像我先前预告的，台股在 05/25~05/27 这几个交易日展现了势不可挡的「世纪大轧空」与「阶梯式创高」格局。基本面上，在美伊达成谈判协议预期、辉达（NVIDIA）执行长黄仁勋来台固桩、以及全球 AI 刚性需求爆发的三重利多引爆下，外资展开报复性大回补。加权指数在 25 日强势跨越「43K」大关后，27 日再度在联电、联发科等权值股法说与股东会行情点火下，冲上 44,256 点的历史新高水位，三天累计狂飙近 2,000 点，将台湾股市总市值推升至 4.95 兆美元，即便接下来因涨多可能面临

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