天天财经-提供金融入门知识-投资理财技巧-热点新闻

那指季调今生效！SpaceX权重翻倍逾8000亿美元被动资金将调仓
2026-09-21 网络阅读（10）
纳斯达克100指数季度再平衡周一(21日)生效，SpaceX权重将由约1.28%升至2.82%。 SpaceX今年7月纳入指数时因大部分股份仍在闭锁期，权重一度受限。权重调升将迫使相关被动型基金调整持股，QQQ等逾200项产品、资产总额逾8,000亿美元受影响。
〈台股盘前要闻〉电价续冻涨、外资期现货做多买超第五大
2026-09-21 网络阅读（9）
台股盘前要闻 1.经济部18日召开2026年第2次电价费率审议会，会后记者会由次长赖建信主持。审议委员会指出，影响本期电价的主因为中东战事，国际燃料价格大涨导致发购电成本大幅攀升，为避免引发国内物价波动，会议决议支持优先争取政府拨补预算711亿元，因此本次电价调整暂不决定，留待今年12月并入第3次电价审议会审议输配电费率时再行讨论，意味着最快调涨电价的时间点将落在明年1月。 2.台北股市18日在各不确定性消除之后，大盘终场以上涨892.75点收盘，报47180.75点，成
Fed卡什卡里：通膨压力已扩散至美经济所有领域
2026-09-21 网络阅读（11）
美国明尼阿波利斯联准银行总裁卡什卡里(Neel Kashkari)周日(20日)表示，美国通膨仍过高，压力已经超出美伊战争导致的油价冲击，扩散至经济多个领域。美国人每天感受到的通膨远不只是油价问题，而是存在于经济各个层面。卡什卡里表示，联准会(Fed)日益担心通膨并非只集中在受中东冲突或关税影响的领域，服务业也出现通膨迹象。他并指出，Fed职责是让通膨回到目标水平，并拥有实现这一目标的工具。卡什卡里先前是7月维持利率不变决定中的三名反对者之一，当时他倾向于升息，并警告等待时间过长恐导致通膨固
〈台股风向球〉升息利空出尽站回4万7 惟提防中秋连假前卖压
2026-09-20 网络阅读（10）
台股上周在联准会升息后反弹995.9点，站上47000点外资上周卖超185亿元，投信则连4周买超瑞银上修全球AI资本支出预测，记忆体股走强有利柜买表现
集团作帐行情助攻南亚、台塑化季底有望进行补涨
2026-09-20 网络阅读（7）
台股今年已涨62.9％，联电、鸿海、台塑集团季底作帐行情受关注南亚投信连7周买超、台塑化连3周买超，季底作帐可望本周发酵南亚8月电子材料占比达6成、台塑化受油价波动与产品组合调整带动
亲子客首选长荣航连11年获评五星航空「家庭友善航空公司」拿世界第一
2026-09-20 网络阅读（9）
拥有「航空界奥斯卡」美誉的知名航空业调查机构SKYTRAX公布第27届全球航空公司大奖(World Airline Awards)，长荣航(2618-TW)不仅连续11年被评选为五星级航空公司，更勇夺2026年「全球最佳豪华经济舱」、「最佳豪华经济舱服务用品」和「全球最佳家庭友善航空公司」三项世界第一，此次共计囊括18个TOP 10奖项。长荣航首席副总经理廖至维表示，今年除了连续11年获SKYTRAX五星级航空的殊荣，也再次获得多项全球航空大奖，成就得来不易，荣耀属于全体长荣航空员工。 &nb
长鑫科技第五代记忆体平台进入量产！制程缩至11.95奈米、推两款LPDDR5X晶片
2026-09-20 网络阅读（10）
长鑫科技宣布第五代DRAM技术平台进入量产，目标以更低成本、低功耗提升晶片效能新平台采四重图案化，关键结构间距缩至11.95奈米，罗晓东称制程已与业界最先进量产节点相当并推出两款24Gb LPDDR5X晶片，单颗容量增50%，晶圆潜在产出较第四代平台至少增50%
本周操盘笔记：全球PMI、欧亚非多国央行利率决议、川习二会登场
2026-09-20 网络阅读（12）
美国9月PMI初值周三公布，欧元区、英国、日本PMI与信心指数陆续登场。瑞士、瑞典、挪威、墨西哥、南非及中国、印尼将公布利率决议或LPR。川普与习近平周四在华府会晤，AI竞争与半导体管制料成市场焦点。
高盛喊年底「全资产上涨」行情！油价、美国期中选举成最大变数
2026-09-20 网络阅读（13）
高盛指油价回落、顺利度过期中选举，有望缓解通膨与升息压力，推动股债齐涨。高盛估第4季布兰特油价每桶80美元；Currie警告荷姆兹海峡若中断至2027年，油价恐破120美元。油价与Fed政策牵动资金流向，高盛估MSCI中国指数涨20%、沪深300涨12%。
AI失控警报再响！谷歌AI首度「越狱」 Gemini自主骇入3家公司
2026-09-20 网络阅读（15）
Gemini网路安全测试接入网路，成功骇入3家公司的受保护系统，成谷歌AI系统自主执行此类行动首例。谷歌称Gemini在判定目标为真实企业后即停手，未造成损害。该起事件再掀AI智慧体失控疑虑，OpenAI、Anthropic、Meta相关系统近期也传出类似案例。

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"articleList": { "total": 12933, "current": 20, "pageSize": 10, "list": [ { "id": 16671, "title": "那指季调今生效！SpaceX权重翻倍逾8000亿美元被动资金将调仓", "shortTitle": "那指季调今生效！SpaceX权重翻倍逾8000亿美元被动资", "img": "https://cimg.cnyes.cool/prod/news/6611091/l/1e33c403b30154996d630a020b640f3b.jpg", "description": "纳斯达克100指数季度再平衡周一(21日)生效，SpaceX权重将由约1.28%升至2.82%。
SpaceX今年7月纳入指数时因大部分股份仍在闭锁期，权重一度受限。
权重调升将迫使相关被动型基金调整持股，QQQ等逾200项产品、资产总额逾8,000亿美元受影响。", "createdAt": "2026-09-20T22:10:03.000Z", "author": "网络", "pv": 10, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16667, "title": "〈台股盘前要闻〉电价续冻涨、外资期现货做多买超第五大", "shortTitle": "〈台股盘前要闻〉电价续冻涨、外资期现货做多买超第五大", "img": "https://cimg.cnyes.cool/prod/news/6611478/l/8d4ea6c1237f690f91e4978767b09b3e.jpg", "description": "台股盘前要闻  1.经济部18日召开2026年第2次电价费率审议会，会后记者会由次长赖建信主持。审议委员会指出，影响本期电价的主因为中东战事，国际燃料价格大涨导致发购电成本大幅攀升，为避免引发国内物价波动，会议决议支持优先争取政府拨补预算711亿元，因此本次电价调整暂不决定，留待今年12月并入第3次电价审议会审议输配电费率时再行讨论，意味着最快调涨电价的时间点将落在明年1月。  2.台北股市18日在各不确定性消除之后，大盘终场以上涨892.75点收盘，报47180.75点，成", "createdAt": "2026-09-20T21:10:03.000Z", "author": "网络", "pv": 9, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16666, "title": "Fed卡什卡里：通膨压力已扩散至美经济所有领域", "shortTitle": "Fed卡什卡里：通膨压力已扩散至美经济所有领域", "img": "https://cimg.cnyes.cool/prod/news/6611493/l/758fe8f2e9bfe3a0a03e79cf689169ef.jpg", "description": "美国明尼阿波利斯联准银行总裁卡什卡里(Neel Kashkari)周日(20日)表示，美国通膨仍过高，压力已经超出美伊战争导致的油价冲击，扩散至经济多个领域。美国人每天感受到的通膨远不只是油价问题，而是存在于经济各个层面。卡什卡里表示，联准会(Fed)日益担心通膨并非只集中在受中东冲突或关税影响的领域，服务业也出现通膨迹象。他并指出，Fed职责是让通膨回到目标水平，并拥有实现这一目标的工具。卡什卡里先前是7月维持利率不变决定中的三名反对者之一，当时他倾向于升息，并警告等待时间过长恐导致通膨固", "createdAt": "2026-09-20T21:00:03.000Z", "author": "网络", "pv": 11, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16658, "title": "〈台股风向球〉升息利空出尽站回4万7 惟提防中秋连假前卖压", "shortTitle": "〈台股风向球〉升息利空出尽站回4万7 惟提防中秋连假前卖压", "img": "https://cimg.cnyes.cool/prod/news/6611485/l/5df948c288e514a2f1bac8ffddaaf172.jpg", "description": "台股上周在联准会升息后反弹995.9点，站上47000点
外资上周卖超185亿元，投信则连4周买超
瑞银上修全球AI资本支出预测，记忆体股走强有利柜买表现", "createdAt": "2026-09-20T15:06:47.000Z", "author": "网络", "pv": 10, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16659, "title": "集团作帐行情助攻南亚、台塑化季底有望进行补涨", "shortTitle": "集团作帐行情助攻南亚、台塑化季底有望进行补涨", "img": "https://cimg.cnyes.cool/prod/news/6611387/l/0f3b21d54cfef8bfeac91be3ae544cb3.jpg", "description": "台股今年已涨62.9％，联电、鸿海、台塑集团季底作帐行情受关注
南亚投信连7周买超、台塑化连3周买超，季底作帐可望本周发酵
南亚8月电子材料占比达6成、台塑化受油价波动与产品组合调整带动", "createdAt": "2026-09-20T15:02:47.000Z", "author": "网络", "pv": 7, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16660, "title": "亲子客首选长荣航连11年获评五星航空「家庭友善航空公司」拿世界第一", "shortTitle": "亲子客首选长荣航连11年获评五星航空「家庭友善航空公司」拿", "img": "https://cimg.cnyes.cool/prod/news/6611347/l/c92cbead36a1c102e1e110d8b75cb3e7.jpg", "description": "拥有「航空界奥斯卡」美誉的知名航空业调查机构SKYTRAX公布第27届全球航空公司大奖(World Airline Awards)，长荣航(2618-TW)不仅连续11年被评选为五星级航空公司，更勇夺2026年「全球最佳豪华经济舱」、「最佳豪华经济舱服务用品」和「全球最佳家庭友善航空公司」三项世界第一，此次共计囊括18个TOP 10奖项。长荣航首席副总经理廖至维表示，今年除了连续11年获SKYTRAX五星级航空的殊荣，也再次获得多项全球航空大奖，成就得来不易，荣耀属于全体长荣航空员工。 &nb", "createdAt": "2026-09-20T15:00:04.000Z", "author": "网络", "pv": 9, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16656, "title": "长鑫科技第五代记忆体平台进入量产！制程缩至11.95奈米、推两款LPDDR5X晶片", "shortTitle": "长鑫科技第五代记忆体平台进入量产！制程缩至11.95奈米、推", "img": "https://cimg.cnyes.cool/prod/news/6611377/l/ad53df656112d0003b74cfa3e48277aa.jpg", "description": "长鑫科技宣布第五代DRAM技术平台进入量产，目标以更低成本、低功耗提升晶片效能
新平台采四重图案化，关键结构间距缩至11.95奈米，罗晓东称制程已与业界最先进量产节点相当
并推出两款24Gb LPDDR5X晶片，单颗容量增50%，晶圆潜在产出较第四代平台至少增50%", "createdAt": "2026-09-20T14:00:04.000Z", "author": "网络", "pv": 10, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16654, "title": "本周操盘笔记：全球PMI、欧亚非多国央行利率决议、川习二会登场", "shortTitle": "本周操盘笔记：全球PMI、欧亚非多国央行利率决议、川习二会登", "img": "https://cimg.cnyes.cool/prod/news/6610786/l/c9f0354abf7a840e9961ac3fa4ee7bda.jpg", "description": "美国9月PMI初值周三公布，欧元区、英国、日本PMI与信心指数陆续登场。
瑞士、瑞典、挪威、墨西哥、南非及中国、印尼将公布利率决议或LPR。
川普与习近平周四在华府会晤，AI竞争与半导体管制料成市场焦点。", "createdAt": "2026-09-20T13:50:02.000Z", "author": "网络", "pv": 12, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16655, "title": "高盛喊年底「全资产上涨」行情！油价、美国期中选举成最大变数", "shortTitle": "高盛喊年底「全资产上涨」行情！油价、美国期中选举成最大变数", "img": "https://cimg.cnyes.cool/prod/news/6611294/l/419cbc674a200c1130636bdda33d4f68.jpg", "description": "高盛指油价回落、顺利度过期中选举，有望缓解通膨与升息压力，推动股债齐涨。
高盛估第4季布兰特油价每桶80美元；Currie警告荷姆兹海峡若中断至2027年，油价恐破120美元。
油价与Fed政策牵动资金流向，高盛估MSCI中国指数涨20%、沪深300涨12%。", "createdAt": "2026-09-20T13:20:03.000Z", "author": "网络", "pv": 13, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16651, "title": "AI失控警报再响！谷歌AI首度「越狱」 Gemini自主骇入3家公司", "shortTitle": "AI失控警报再响！谷歌AI首度「越狱」 Gemini自主骇入", "img": "https://cimg.cnyes.cool/prod/news/6611098/l/6a37cd99219f097e718fd7de640c0b5d.jpg", "description": "Gemini网路安全测试接入网路，成功骇入3家公司的受保护系统，成谷歌AI系统自主执行此类行动首例。
谷歌称Gemini在判定目标为真实企业后即停手，未造成损害。
该起事件再掀AI智慧体失控疑虑，OpenAI、Anthropic、Meta相关系统近期也传出类似案例。", "createdAt": "2026-09-20T12:20:03.000Z", "author": "网络", "pv": 15, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }