天天财经-提供金融入门知识-投资理财技巧-热点新闻

英特尔陈立武：全球晶圆代工无法95%依赖单一厂商 CPU需求仅能满足一半客户
2026-09-18 网络阅读（26）
陈立武称接掌英特尔后才发现内部问题比董事会时看到的严重大十倍，推动问责、倾听客户与扁平化管理。他指AI竞赛已成GPU、CPU、HBM、网路、储存与先进封装的系统级竞争。陈立武警告95%依赖单一台湾供应商风险，并称18A量产、14A明年首季投产，EMIB与CoWoS对标。
AI三巨头齐喊煞车纬创林宪铭、和硕童子贤仍乐观看AI产业
2026-09-18 网络阅读（21）
林宪铭：纬创订单未变、需求畅旺，产能维持高档，续看好AI产业，提醒美国资料中心反对声与期中选举，企业投资与资本支出须留意风险。童子贤则指出，AI三巨头喊放缓开发像「3部跑车要飙车」，看好安全与效率可兼顾
外资期现货用力做多买超869亿元史上第5大全周仍卖超184亿元
2026-09-18 网络阅读（21）
台股18日大涨892.75点收47180.75点，成交值逾1.07兆元三大法人同步买超1165.86亿元，外资买超869.94亿元外资买超聚焦记忆体族群，力积电、华邦电、南亚科、旺宏
通用型医学影像AI模型登上《Science》正刊并已开源阿里巴巴合作研发
2026-09-18 网络阅读（21）
DAMO RADAR由阿里巴巴达摩院与浙大一院等研发，2026年9月登《Science》正刊可单次识别腹部18种解剖结构及146种病症，已完整开源多中心验证AUC达0.913；AI辅助使敏感度升约10%、阅片时间缩短30%以上
能领先就千万别落后、贸联⊕、宏齐⊕、全友
2026-09-18 网络阅读（18）
一、盘势结构：强势长红突破，量价同步转强台股今日呈现「开高震荡走高」格局，终场大涨892.75点、收47,180.75点，成交值放大至约1.075兆元，重新站回47K整数关卡，且指数突破10日线与月线，短线技术面明显转强。 OTC柜买指数同步强弹，显示多方并非仅集中于大型权值股，中小型电子与AI题材股亦出现资金回流。筹码面明显改善，外资买超869.94亿元、投信52.89亿元、自营商243.03亿元，三大法人合计买超逾1,165亿元；其中外资单日买超金额更居历史前段班。因此，短线观察重点已
升息落地！第四季大行情启动，下一棒曝光了
2026-09-18 网络阅读（18）
台股大涨近900点重返47,000点，市场风险偏好回升，盘面结构转强。联准会升息不确定性落地，资金转回企业获利与产业基本面。看好ASIC、记忆体、CPO、半导体检测、散热，高贝塔成长股表态。
台新新光金祭「入选嘉勉、夺牌奖励」双轨奖励金力挺13位赞助选手出征名古屋亚运
2026-09-18 网络阅读（17）
2026爱知·名古屋亚洲运动会即将盛大登场！台新新光金控长期深耕台湾体育发展，旗下赞助选手共有13位取得亚运参赛资格，包括：高尔夫球钱珮芸、霹雳舞许馥雅、篮球雷蒙恩、电竞刘祥、胡新睿、秦咏期、郭颐硕、陈益田、刘庭伟及空手道辜翠萍、石政中、田欣儿、洪芷暄等涵盖5大运动项目，他们将披上国家队战袍出征，迎战亚洲各国顶尖好手，展现多年刻苦扎根的训练成果。台新新光金控针对本次取得亚运国手资格的赞助选手，率先提拨合计近百万元的「入选嘉勉金」，奖励选手历经严格选拔、脱颖而出的坚毅付出；如选手于
【量大强涨股整理】升息确立大盘利空出尽！台股下半场选股密码：9月集团作帐行情全面启动!
2026-09-18 网络阅读（19）
【量大强涨股整理】台股走出利空出尽格局？IC设计扩散效应加持主流股已呼之欲出？（按赞订阅打开小铃铛）再来看一下今天的台股! 加权指数今日开高走高，终场大涨892.75点，收在47,180.75点，涨幅1.93%，成交值放大至1兆750.65亿元。观察三大法人今天筹码动向，外资及陆资买超869.94亿元，投信买超52.89亿元，自营商买超243.03亿元，三大法人合计买超1,165.86亿元，三大法人同步站在买方，其中外资大举回补，显示升息消息落地后，市场资金重新回流台股。美国联准会Fe
富采取得友达7.3万张持股深化集团「3+1」策略结盟综效
2026-09-18 网络阅读（19）
LED大厂富采(3714-TW)今(18)日代子公司富采光电公告自3/9-3/18期间，依市场价格取得关系人友达(2409-TW)普通股股票共计73128张，每股平均价格为20.48元，交易总金额约达14.98亿元。本次交易完成后，富采累计持有友达持股比例达0.97%，主要目的在于增进集团策略协同效益，发挥永动机策略结盟综效，并持续扩大集团在高附加价值应用的市场版图。在光通讯关键技术与生态系合作上，富采此次加码友达持股更凸显双方深厚合作关系。两大厂在半导体展中携手鼎元(2426-TW)、达兴材
OpenAI研究员剖析AI发展现状：为何学者连未来3个月都不敢预测？
2026-09-18 网络阅读（22）
布朗称AI演进极快，连3个月后变化都难判断递回自我提升受物理瓶颈限制，速度估约仅3倍模型对齐、测试识别与内外版本落差，恐放大安全风险

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看好ASIC、记忆体、CPO、半导体检测、散热，高贝塔成长股表态。", "createdAt": "2026-09-18T09:35:03.000Z", "author": "网络", "pv": 18, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16507, "title": "台新新光金祭「入选嘉勉、夺牌奖励」双轨奖励金力挺13位赞助选手出征名古屋亚运", "shortTitle": "台新新光金祭「入选嘉勉、夺牌奖励」双轨奖励金力挺13位赞助", "img": "https://cimg.cnyes.cool/prod/news/6610251/l/fee01fcbab9cfd37c95560057a962e43.jpg", "description": "2026爱知·名古屋亚洲运动会即将盛大登场！台新新光金控长期深耕台湾体育发展，旗下赞助选手共有13位取得亚运参赛资格，包括：高尔夫球钱珮芸、霹雳舞许馥雅、篮球雷蒙恩、电竞刘祥、胡新睿、秦咏期、郭颐硕、陈益田、刘庭伟及空手道辜翠萍、石政中、田欣儿、洪芷暄等涵盖5大运动项目，他们将披上国家队战袍出征，迎战亚洲各国顶尖好手，展现多年刻苦扎根的训练成果。台新新光金控针对本次取得亚运国手资格的赞助选手，率先提拨合计近百万元的「入选嘉勉金」，奖励选手历经严格选拔、脱颖而出的坚毅付出；如选手于", "createdAt": "2026-09-18T09:30:41.000Z", "author": "网络", "pv": 17, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16508, "title": "【量大强涨股整理】升息确立大盘利空出尽！台股下半场选股密码：9月集团作帐行情全面启动!", "shortTitle": "【量大强涨股整理】升息确立大盘利空出尽！台股下半场选股密码：", "img": "https://cimg.cnyes.cool/prod/news/6610248/l/6eca35172d69dc659246b2eb817583a7.jpg", "description": "【量大强涨股整理】台股走出利空出尽格局？IC设计扩散效应加持主流股已呼之欲出？（按赞订阅打开小铃铛）再来看一下今天的台股! 加权指数今日开高走高，终场大涨892.75点，收在47,180.75点，涨幅1.93%，成交值放大至1兆750.65亿元。观察三大法人今天筹码动向，外资及陆资买超869.94亿元，投信买超52.89亿元，自营商买超243.03亿元，三大法人合计买超1,165.86亿元，三大法人同步站在买方，其中外资大举回补，显示升息消息落地后，市场资金重新回流台股。美国联准会Fe", "createdAt": "2026-09-18T09:30:34.000Z", "author": "网络", "pv": 19, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16509, "title": "富采取得友达7.3万张持股深化集团「3+1」策略结盟综效", "shortTitle": "富采取得友达7.3万张持股深化集团「3+1」策略结盟综效", "img": "https://cimg.cnyes.cool/prod/news/6610243/l/5a6cdc98caf3053abf5daf71c2aad02a.jpg", "description": "LED大厂富采(3714-TW)今(18)日代子公司富采光电公告自3/9-3/18期间，依市场价格取得关系人友达(2409-TW)普通股股票共计73128张，每股平均价格为20.48元，交易总金额约达14.98亿元。本次交易完成后，富采累计持有友达持股比例达0.97%，主要目的在于增进集团策略协同效益，发挥永动机策略结盟综效，并持续扩大集团在高附加价值应用的市场版图。在光通讯关键技术与生态系合作上，富采此次加码友达持股更凸显双方深厚合作关系。两大厂在半导体展中携手鼎元(2426-TW)、达兴材", "createdAt": "2026-09-18T09:28:44.000Z", "author": "网络", "pv": 19, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16513, "title": "OpenAI研究员剖析AI发展现状：为何学者连未来3个月都不敢预测？", "shortTitle": "OpenAI研究员剖析AI发展现状：为何学者连未来3个月都不", "img": "https://cimg.cnyes.cool/prod/news/6610005/l/d16a0811f7349fb80843e7dbe4fe4484.jpg", "description": "布朗称AI演进极快，连3个月后变化都难判断
递回自我提升受物理瓶颈限制，速度估约仅3倍
模型对齐、测试识别与内外版本落差，恐放大安全风险", "createdAt": "2026-09-18T09:10:06.000Z", "author": "网络", "pv": 22, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }