天天财经-提供金融入门知识-投资理财技巧-热点新闻

乐观派也转弯！盖兹警告AI恐严重威胁人类科技业却刻意淡化
2026-09-15 网络阅读（38）
微软(MSFT-US) 共同创办人比尔盖兹（Bill Gates）对人工智慧（AI）的态度正在出现转变。过去一直被视为AI技术乐观派的他，如今警告，AI有可能对人类社会构成严重威胁，如何应对相关风险应成为「全球头等大事」。盖兹过去虽然也曾担忧AI可能冲击就业、助长虚假资讯，但整体仍认为相关风险基本可控，并相信AI带来的变革前所未见，有助解决医疗资源分配不均、推动教育普及等长期困扰人类的问题。然而，盖兹如今对AI风险的警戒明显升高。他接受《第一财》经专访时表示表示，科技业其实也知道AI可能带来
台股震荡难抓进场点？野村投信解密10年数据：定期定额创新科技ETF有望掌握AI长线趋势
2026-09-15 网络阅读（41）
台股近期进入盘整期，加权指数自8月14日回档后陷入横盘，指数忽涨忽跌，投资人难掌握进场时点。野村投信表示，AI长线需求并未因盘势整理而改变，辉达（NVIDIA）于GTC 2026释出AI五层架构、LPU新晶片，以及光、铜并进等趋势，显示AI基础建设持续升级，而台湾拥有完整AI供应链聚落，涵盖晶片、伺服器、散热、电源及光通讯等关键环节，在盘势震荡向上的环境，透过定期定额布局科技股ETF如野村台湾创新科技50 ETF（本基金之配息来源可能为收益平准金）（00935），有望利用市场波动分批累积部位，掌
Fed升息成政策错误？知名学者警告恐引发经济衰退
2026-09-15 网络阅读（39）
华尔街投资人与华府联准会(Fed)观察人士普遍预期，Fed本周召开会议时将升息，但一些知名经济学家警告，此举最后可能被证明是个错误。他们认为，美国经济面临的风险可能比普遍认知更高，经济成长恐大幅放缓。若Fed本周三(16日)升息，目标将是双重职责之一的通膨，但这些经济学家担心，升息也可能导致经济活动大幅萎缩，促使企业裁员，最终引发经济衰退。穆迪分析(Moody's Analytics)首席经济学家Mark Zandi在社群平台X发文警告：「Fed犯下严重政策错误的机率高得令人不安，而且正在上
因应年底备油高峰经济部出手了！协调台糖月增500吨沙拉油抗涨
2026-09-15 网络阅读（39）
为因应中联油脂停工带来的市场波动，经济部今（15）日宣布启动多项食用沙拉油稳定供应措施。经济部除已协调大统益、长辉及台糖等三家生产业者维持24小时全速运转、每月增产4,400吨沙拉油且承诺出厂价不调涨外，针对即将到来的年底与农历春节备货高峰，经济部已正式责成台糖调整采购与生产策略，每月再增产500吨
三星记忆体明年Q1最高喊涨40% 苹果传已接受、安卓阵营压力大
2026-09-15 网络阅读（38）
据《介面新闻》从产业链独家取得的消息，苹果(AAPL-US) 已接受三星电子明年第一季记忆体晶片报价。对此消息，《介面新闻》向苹果求证，截至发稿前暂未获回应。报导称，苹果已接受三星电子 2027 年第一季记忆体晶片报价，其中 DRAM（动态随机存取记忆体）价格接近每 Gb 2.0 美元，NAND 快闪记忆体接近每 Gb 0.33 美元，较今年第三季报价大涨 30% 至 40%。一名储存原厂员工表示，今年手机需求已经相对明确，第四季不会出现太大增幅，目前各家原厂正陆续敲定明年产能，由于苹果是产
美债殖利率5%真是崩盘魔咒？关键不在数字本身
2026-09-15 网络阅读（42）
多家外媒报导，美国10年期公债殖利率周一 (14 日) 盘中短暂触及5%，再度跨过市场高度关注的心理关卡。多名策略师认为，5%本身并非足以引爆市场危机的「魔法数字」，真正需要关注的是殖利率上升的速度及背后原因
〈焦点股〉欧系外资看好航太、光通讯前景乐观稳懋盘中逆势涨逾7％
2026-09-15 网络阅读（32）
欧系外资看好稳懋航太及非智慧型手机光通讯成长，重申正向看法，预估稳懋第3季营收季增低双位数，主要受惠光通讯与AI基础建设、光电二极体的放量带动下，受利多激励，稳懋盘中一度大涨逾7％。
人类不上网了？5年后AI代理上网流量恐是人类1000倍马斯克押注星链抢攻机器时代
2026-09-15 网络阅读（35）
AI智能体与智能设备正快速改写网路流量结构，Cloudflare已发现非人类流量超越人类。随着星链V3提高卫星容量，马斯克正押注卫星网路承接AI与机器时代的庞大连线需求。
全家携手台新银睽违10多年再度推联名卡首波发行量上看10万张
2026-09-15 网络阅读（34）
全家携手台新银睽违10多年再度推联名卡首波发行量上看10万张
材料-KY营运动能回复中今股东临时会对额定资本增加至20亿元
2026-09-15 网络阅读（40）
材料-KY对2025年下半年股息3.05元，明( 16)日除息交易，而材料-KY今(15)日召开股东临时会也通过修订公司章程额定资本由目前10亿元增至20亿元。

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"https://cimg.cnyes.cool/prod/news/6606667/l/71dac0f809444fa16119888e0cec9367.jpg", "description": "AI智能体与智能设备正快速改写网路流量结构，Cloudflare已发现非人类流量超越人类。随着星链V3提高卫星容量，马斯克正押注卫星网路承接AI与机器时代的庞大连线需求。", "createdAt": "2026-09-15T05:20:03.000Z", "author": "网络", "pv": 35, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 15859, "title": "全家携手台新银睽违10多年再度推联名卡首波发行量上看10万张", "shortTitle": "全家携手台新银睽违10多年再度推联名卡首波发行量上看10", "img": "https://cimg.cnyes.cool/prod/news/6606707/l/c363bf0982e6068216296a23e4da57b3.jpg", "description": "全家携手台新银睽违10多年再度推联名卡首波发行量上看10万张", "createdAt": "2026-09-15T05:16:26.000Z", "author": "网络", "pv": 34, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 15860, "title": "材料-KY营运动能回复中今股东临时会对额定资本增加至20亿元", "shortTitle": "材料-KY营运动能回复中今股东临时会对额定资本增加至20亿", "img": "https://cimg.cnyes.cool/prod/news/6606703/l/cb449b376091764734e8e1c56213bbe9.jpg", "description": "材料-KY对2025年下半年股息3.05元，明( 16)日除息交易，而材料-KY今(15)日召开股东临时会也通过修订公司章程额定资本由目前10亿元增至20亿元。", "createdAt": "2026-09-15T05:15:36.000Z", "author": "网络", "pv": 40, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }