天天财经-提供金融入门知识-投资理财技巧-热点新闻

甲骨文180亿美元AI贷款陷分销困境！资料中心融资风险浮现
2026-09-20 网络阅读（4）
甲骨文180亿美元AI贷款折价近10%，分销停滞，银行被迫承担更多债务曝险。甲骨文债务达1,295亿美元，信用评等降至BBB-，资本支出持续攀升。资料中心工程延宕、AI融资需求激增，市场关注甲骨文现金流与整体融资风险。
AI四巨头遭起诉！Anthropic「AI放缓论」涉非法商业合谋、违反美国反垄断法？
2026-09-20 网络阅读（5）
4名原告控告Anthropic、OpenAI、xAI及Google涉嫌违反美国反垄断法，协调放缓AI发展。 Anthropic执行长阿莫戴呼吁业界控制AI尖端技术发展步调，获马斯克、奥特曼及哈萨比斯附议。原告认为相关表态可能构成非法商业合谋，案件恐牵动AI产业竞争与监管方向。
科技巨头寻找台积电替代方案！Piper Sandler：英特尔14A获亚马逊、苹果、Google等公司评估
2026-09-20 网络阅读（3）
英特尔14A制程尚未敲定主要客户，但亚马逊、苹果、AMD、Google、特斯拉、微软、辉达与高通正评估 Piper Sandler看好14A进展，D0已于2026年6月降至0.5，目标2027年第一季前降至0.1至0.2 在台积电产能吃紧、业者寻找替代方案下，英特尔称14A若取得确定订单才会扩张
川普宣布组建AI特别工作组任命「AI沙皇」统筹事务
2026-09-20 网络阅读（6）
在外界呼吁美国政府加强AI发展规范之际，美国总统川普周六（19日）表示，将成立一个专注于人工智慧（AI）的新机关，并任命一位AI事务负责人。川普在社交媒体Truth Social上发文：「我正在组建AI特别工作组（AI Force），就像我在第一任期内创建太空军一样，而太空军已经取得巨大成功。」川普说，他正在寻找一名AI领域的「沙皇」，负责统筹相关事务。这是川普首次暗示联邦政府可能会加强监督AI产业。他再次称外界对AI风险的担忧是一场「骗局」。不过，他也承认该科技存在部分风险，并表示：「我
SanDisk周一将加入标普100指数！被动买盘会带动股价上涨吗？
2026-09-20 网络阅读（5）
SanDisk 纳入标普100，与戴尔、Palo Alto Networks、Arista同进；Nike、高露洁-棕榄等4档退出。 SanDisk今年股价涨逾600%；加入标普100的被动买盘估约1亿美元，但影响有限。 2026会计年度营收年增175%，但成长与股价后市仍需看记忆体价格。
台湾最大主动债ETF热度不坠！00984D规模狂飙6.5倍 10/5第6次配息
2026-09-20 网络阅读（4）
00984D第六次配息，10月5日除息，每单位0.085元，10月2日为最后买进日 00984D自今年1月成立后规模增约651%、受益人数增约528%，成台湾最大主动式债券ETF 联博称主动选债布局BB与B级券种，搭配2.9年短存续期，助分散股市高档震荡风险
成本推升及内需消费平淡台系家电厂多轨迎战下半年
2026-09-20 网络阅读（4）
原物料与记忆体成本走高，家电市场酝酿涨价潮冰箱、洗衣机涨幅估3%至5%，液晶电视反映成本最明显声宝、三洋电、禾联硕看好下半年补助与新品带动营运
〈热门股〉中华化受惠电子级硫酸需求强劲周涨18.3％站上百元大关
2026-09-20 网络阅读（4）
半导体先进制程电子级硫酸需求强劲，中华化今年5月起已少量出货，法人看未来出货规模将逐步放大上半年硫磺及化工原物料价格大涨，推升硫酸、特化产品报价，中华化周涨18.3%、股价站上106元上半年EPS 0.66元年增翻倍，8月营收2.56亿元创新高；军工特化品标案延至第3季出货，并取得第2批订单
NASDAQ 100近月强劲弹升！009820劲扬11% 称霸同类型ETF
2026-09-20 网络阅读（4）
美国联准会 (Fed) 宣布升息 1 码，鹰派立场使市场重拾对力抗通膨的信心，科技股重返正向反应，国内 NASDAQ ETF 包括元大那斯达克精选(009820-TW)等延续反弹气势，领涨美股三大指数。统计7月底以来反弹至9/17，NASDAQ指数上涨6.2%，领先S&P 500的2.8%，以及道琼工业指数的-1.8%。至于台股挂牌NASDAQ相关ETF，至9/18，元大纳斯达克精选(009820-TW) 上涨11.5%、华南永昌NASDAQxT(009818-TW)上涨8.1%、中信NASD
黄仁勋再驳AI末日论重申技术可控、不会造成人类灭绝
2026-09-20 网络阅读（10）
黄仁勋再驳AI末日论，称2030年绝不会是世界末日，AI对人类不构成生存威胁他表示AI可在安全情况下妥善管理，反对制定新的监管法规近来业界对AI风险升温，Anthropic等企业呼吁加强安全防护与政府监管

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"articleList": { "total": 12739, "current": 2, "pageSize": 10, "list": [ { "id": 16644, "title": "甲骨文180亿美元AI贷款陷分销困境！资料中心融资风险浮现", "shortTitle": "甲骨文180亿美元AI贷款陷分销困境！资料中心融资风险浮现", "img": "https://cimg.cnyes.cool/prod/news/6611275/l/d105f9a93b7cd95ab584ae9959e209a0.jpg", "description": "甲骨文180亿美元AI贷款折价近10%，分销停滞，银行被迫承担更多债务曝险。
甲骨文债务达1,295亿美元，信用评等降至BBB-，资本支出持续攀升。
资料中心工程延宕、AI融资需求激增，市场关注甲骨文现金流与整体融资风险。", "createdAt": "2026-09-20T07:10:04.000Z", "author": "网络", "pv": 4, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16642, "title": "AI四巨头遭起诉！Anthropic「AI放缓论」涉非法商业合谋、违反美国反垄断法？", "shortTitle": "AI四巨头遭起诉！Anthropic「AI放缓论」涉非法商业", "img": "https://cimg.cnyes.cool/prod/news/6611113/l/39340b627e3788142fa60cea80e240f1.jpg", "description": "4名原告控告Anthropic、OpenAI、xAI及Google涉嫌违反美国反垄断法，协调放缓AI发展。
Anthropic执行长阿莫戴呼吁业界控制AI尖端技术发展步调，获马斯克、奥特曼及哈萨比斯附议。
原告认为相关表态可能构成非法商业合谋，案件恐牵动AI产业竞争与监管方向。", "createdAt": "2026-09-20T06:10:04.000Z", "author": "网络", "pv": 5, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16639, "title": "科技巨头寻找台积电替代方案！Piper Sandler：英特尔14A获亚马逊、苹果、Google等公司评估", "shortTitle": "科技巨头寻找台积电替代方案！Piper Sandler：英特", "img": "https://cimg.cnyes.cool/prod/news/6610964/l/9163301d1dca275e3e8a6e954aebe049.jpg", "description": "英特尔14A制程尚未敲定主要客户，但亚马逊、苹果、AMD、Google、特斯拉、微软、辉达与高通正评估
Piper Sandler看好14A进展，D0已于2026年6月降至0.5，目标2027年第一季前降至0.1至0.2
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SanDisk今年股价涨逾600%；加入标普100的被动买盘估约1亿美元，但影响有限。
2026会计年度营收年增175%，但成长与股价后市仍需看记忆体价格。", "createdAt": "2026-09-20T03:10:06.000Z", "author": "网络", "pv": 5, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16630, "title": "台湾最大主动债ETF热度不坠！00984D规模狂飙6.5倍 10/5第6次配息", "shortTitle": "台湾最大主动债ETF热度不坠！00984D规模狂飙6.5倍 ", "img": "https://cimg.cnyes.cool/prod/news/6611210/l/9c5c3077ac8aa14676c9ebe5445266ed.jpg", "description": "00984D第六次配息，10月5日除息，每单位0.085元，10月2日为最后买进日
00984D自今年1月成立后规模增约651%、受益人数增约528%，成台湾最大主动式债券ETF
联博称主动选债布局BB与B级券种，搭配2.9年短存续期，助分散股市高档震荡风险", "createdAt": "2026-09-20T02:05:42.000Z", "author": "网络", "pv": 4, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16631, "title": "成本推升及内需消费平淡台系家电厂多轨迎战下半年", "shortTitle": "成本推升及内需消费平淡台系家电厂多轨迎战下半年", "img": "https://cimg.cnyes.cool/prod/news/6610618/l/706a96659c14b9eac16869512423fca7.jpg", "description": "原物料与记忆体成本走高，家电市场酝酿涨价潮
冰箱、洗衣机涨幅估3%至5%，液晶电视反映成本最明显
声宝、三洋电、禾联硕看好下半年补助与新品带动营运", "createdAt": "2026-09-20T01:37:27.000Z", "author": "网络", "pv": 4, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16632, "title": "〈热门股〉中华化受惠电子级硫酸需求强劲周涨18.3％站上百元大关", "shortTitle": "〈热门股〉中华化受惠电子级硫酸需求强劲周涨18.3％站上百", "img": "https://cimg.cnyes.cool/prod/news/6611181/l/6601bec92bc151e19e551cb9f41172f8.jpg", "description": "半导体先进制程电子级硫酸需求强劲，中华化今年5月起已少量出货，法人看未来出货规模将逐步放大
上半年硫磺及化工原物料价格大涨，推升硫酸、特化产品报价，中华化周涨18.3%、股价站上106元
上半年EPS 0.66元年增翻倍，8月营收2.56亿元创新高；军工特化品标案延至第3季出货，并取得第2批订单", "createdAt": "2026-09-20T01:35:05.000Z", "author": "网络", "pv": 4, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16633, "title": "NASDAQ 100近月强劲弹升！009820劲扬11% 称霸同类型ETF", "shortTitle": "NASDAQ 100近月强劲弹升！009820劲扬11% 称", "img": "https://cimg.cnyes.cool/prod/news/6610580/l/32a25dc6b4153429d0bacab61b431b06.jpg", "description": "美国联准会 (Fed) 宣布升息 1 码，鹰派立场使市场重拾对力抗通膨的信心，科技股重返正向反应，国内 NASDAQ ETF 包括元大那斯达克精选(009820-TW)等延续反弹气势，领涨美股三大指数。统计7月底以来反弹至9/17，NASDAQ指数上涨6.2%，领先S&P 500的2.8%，以及道琼工业指数的-1.8%。至于台股挂牌NASDAQ相关ETF，至9/18，元大纳斯达克精选(009820-TW) 上涨11.5%、华南永昌NASDAQxT(009818-TW)上涨8.1%、中信NASD", "createdAt": "2026-09-20T01:31:24.000Z", "author": "网络", "pv": 4, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16627, "title": "黄仁勋再驳AI末日论重申技术可控、不会造成人类灭绝", "shortTitle": "黄仁勋再驳AI末日论重申技术可控、不会造成人类灭绝", "img": "https://cimg.cnyes.cool/prod/news/6611093/l/f68cfefe96443c984157675a8578e202.jpg", "description": "黄仁勋再驳AI末日论，称2030年绝不会是世界末日，AI对人类不构成生存威胁
他表示AI可在安全情况下妥善管理，反对制定新的监管法规
近来业界对AI风险升温，Anthropic等企业呼吁加强安全防护与政府监管", "createdAt": "2026-09-20T01:10:03.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }