天天财经-提供金融入门知识-投资理财技巧-热点新闻

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。
辉达客户集中度升高 CFO揭密「一笔生意赚两次」
2026-09-15 网络阅读（38）
辉达AI营收愈来愈集中于少数大型客户，2027财年上半年3家直接客户占营收44%。面对集中风险，公司押注新云策略，盼从GPU销售与算力租赁分成取得双重收入。
AI领袖齐喊放慢脚步！晶片股沦「痛苦交易」SOXX重挫近6% 投资人重新检视支出
2026-09-15 网络阅读（34）
Anthropic执行长阿莫戴(Dario Amodei)在内的业界领袖呼吁放慢人工智慧(AI)发展脚步之后，投资人开始质疑晶片股高估值背后乐观的成长预测，iShares Semiconductor ETF(SOXX-US)周一(14日)收盘重挫5.6%，半导体股从投资人押注AI题材的热门方式，成为市场的「痛苦交易」。晶片股面临获利预期检验 Johnson Investment Counsel投资长Charles Rinehart表示，「AI领域已投入大量资金，也大规模建设，而市场对于所有与A
黄仁勋轰「AI末日论」缺乏科学依据、RSI非「失控黑魔法」！川普力挺：AI是未来20至25年的石油
2026-09-15 网络阅读（36）
辉达执行长黄仁勋公开驳斥AI末日论，认为多项AI取代人类预测已被现实推翻；川普也致电力挺，称AI是未来20至25年的「石油」。
国泰00770最后申购日！今年多配一次配息6元明除息
2026-09-15 网络阅读（39）
美国联准会与台湾央行利率会议在即，科技股短线震荡，但AI长线商机不减。国泰北美科技(00770-TW)迎来除息前最后申购日，每单位大方配发6元，并于10月15日发放。
华许升息几无退路！Fed传声筒再发声：川普信任与央行独立性迎考验
2026-09-15 网络阅读（42）
《华尔街日报》记者、被市场称为联准会传声筒的 Nick Timiraos 周一 (14 日) 撰文指出，华许如今面临双重考验：升息可能打破白宫与Fed维持数月的短暂休战；不升息则可能损害其政策公信力，甚至引发迎合美国总统川普的质疑。
〈焦点股〉美时前8月营收突破200亿关卡跃居生技营收王走扬收复5日线
2026-09-15 网络阅读（40）
美时(1795-TW)受惠并入Alvogen效益显现，加上B2B业务动能强劲，带动前8月营收突破200亿元关卡，达220.52亿元，年增近7成，成为生技股中的营收王，激励美时今(15)日走扬，并一举收复5日线。
DRAM/NAND齐涨30%起！陆媒：苹果接受三星2027年Q1记忆体报价
2026-09-15 网络阅读（36）
外媒最新报导指出，苹果已接受三星电子2027年第一季记忆体报价：DRAM接近每Gb 2美元、NAND接近0.33美元，较今年Q3报价上调30%-40%；中国《界面新闻》周二(15日)引述产业链消息人士独家报导，由于苹果为全球最大手机采购方之一，其接受价格被视为消费级记忆体「底价」信号，Android阵营议价空间将进一步缩小。截至发稿，苹果未回应求证。对照三星今年第三季报价，LPDDR4X约每Gb 1.4美元、季增3%，LPDDR5X约1.5美元、季增5%，NAND约0.26美元、季增8%。
华航首度完成长程航线使用40%SAF 再写永续新局
2026-09-15 网络阅读（35）
华航首度完成长程航线使用40%SAF 再写永续新局

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