天天财经-提供金融入门知识-投资理财技巧-热点新闻

AI开发者日登场！苏姿丰：超微大中华区工程师超4000人预计2030年全球每日50亿人使用AI
2026-05-19 网络阅读（98）
2026 超微 AI 开发者日今 (19) 日在中国上海举行，超微董事会主席兼执行长苏姿丰出席本次活动并在开幕仪式上登台演讲。苏姿丰在开幕演说中谈到超微在大中华区的进展和规划，并预测 2030 年全球将有 50 亿人每日使用 AI，而 AI 目前正处于转捩点，超微今年将加速 AI 发展动能。她也谈到超微对大中华区的承诺，并称该公司在大中华区的主要研发中心拥有超过 4000 名工程师，并在北京、上海、深圳、台北布局了 AI 卓越中心。苏姿丰指出，超微在中国已深耕超过 30 年，回顾这段历程
辉达财报前黄仁勋、戴尔访谈：AI正大规模进入企业、记忆体和先进晶片仍为核心瓶颈
2026-05-19 网络阅读（71）
辉达执行长黄仁勋于财报公布前接受《彭博》专访，指出 AI 代理时代已正式展开，未来十年将持续推动 AI 基础建设需求爆发。他坦言 HBM、高阶记忆体与先进制程供应仍严重不足，全球需求远超产能。同时，黄仁勋也谈及中国市场、台积电供应
〈焦点股〉美国Lumentum、AAOI重挫光通讯股跟着跳水脸绿
2026-05-19 网络阅读（58）
Lumentum、AAOI 受惠题材热夯，今 (2026) 年涨多受高档获利与卖压同步涌现，昨 (18) 日皆重挫逾 9%，今 (19) 日台股光通讯族群股价随之跳水，IET-KY 盘中亮灯跌停，其他如联亚 5 档跌半根停板。
盘中速报 - 柜买市场加权指数下跌-12.27点至397.36点，跌幅3%
2026-05-19 网络阅读（62）
柜买市场加权指数盘中跌幅3%，矽智财、车用记忆体概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。
520送全民大礼包！卓揆抛0-18岁全程支持育婴假至6岁、买房减税及社福津贴调高23.5%
2026-05-19 网络阅读（66）
行政院长卓荣泰今 (19) 日在「行政院 520」执政 2 周年记者会上宣布推出「0 到 18 岁全程支持」计划，将弹性育婴假拉长至 6 岁以前的「育儿假」，并首度祭出育婴住宅减税优惠，婚假、产假及陪产假也有感升级。他强调，
记忆体要凉了？三星高级顾问：明年下半价格开始实质下跌
2026-05-19 网络阅读（68）
在 AI 算力需求与记忆体市场持续火热之际，三星电子前装置解决方案（DS）部门负责人、现任常务顾问庆桂显（音译，Kye-hyun Kyung）示警，当前高景气难以延续。随供需结构转变，全球记忆体价格最快将于明年下半年出现实质性下跌，为市场前景投下变数。庆桂显分析指出，引发此波价格回档的首要关键在于供应端的剧烈变动。近期中国半导体企业正以极其迅猛的姿态大举扩张产能，随着这些新增产能在明年下半年至 2028 年上半年期间集中释放，全球记忆体市场的供需天平，将严重向供给过剩倾斜。此外，下游科技巨头
大摩：辉达Blackwell比谷歌TPU、亚马逊Trn3贵两倍但长期总体拥有成本优势明显
2026-05-19 网络阅读（81）
摩根士丹利 (下称大摩) 出具最新研究报告指出，超大规模资料中心业者若采用辉达现役 Blackwell AI GPU 兴建一座容量达 1 GW 的资料中心，建造成本将是使用谷歌 TPU 或亚马逊 Trainium 晶片的两倍，初期投入虽高，但 Blackwell 在计算效率上明显优于客制化晶片，整体性价比仍具竞争力。大摩在报告中比较辉达多款 GPU 与亚马逊、谷歌专用 ASIC 在每瓦 TFLOPS(每秒兆次浮点运算) 表现，结果显示，辉达晶片的能源效率比竞争对手高出 2 至 8 倍。在未来
辉达财报非完美不可？市场期待「超级财报」撑起AI行情
2026-05-19 网络阅读（105）
市场现在火热到极点，需要辉达在美东时间周三晚间交出一份「超级财报」。虽然今年吸引投资人目光的 AI 题材很多，但现实是，辉达仍是推动整体市场上涨的最核心力量，原因就在于它庞大的市值规模。
AI晶片涨多了？方舟木头姐大砍超微转身押注国防与AI新战场
2026-05-19 网络阅读（110）
方舟投资 (Cathie Wood 旗下 ARK) 再度调整持股布局，大举减码半导体类股，同时加码国防、航太及 AI 概念股。超微成为最大卖出标的，而 L3Harris、亚马逊及空中计程车概念股则成为资金新去向。
川普再提晶片：若我早执政就没台湾什么事了！
2026-05-19 网络阅读（60）
「本来那些生意全是英特尔的，没有台湾什么事了。」美国总统川普日前在一次采访中再提台湾「偷走」了美国的晶片产业。

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