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"shortTitle": "IC测试股全面喷出!矽格(6257)资本支出三度上修!AI测",
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"description": "2026年09月18日(优分析/产业数据中心报导)⸺ 台股今(18)日开高走高,资金除回流晶圆代工,也同步点火IC测试族群,短线同步上涨除了美股激励,也反映市场重新聚焦AI高阶测试的产能缺口 AI晶片愈复杂,测试产值反而愈高 AI晶片进入ASIC、Chiplet与先进封装时代后,测试已不只是确认晶片能否运作。 晶片功耗及复杂度提高,使晶圆测试、成品测试及高功率烧机时间同步拉长;同一台设备每天能处理的晶片数量下降,测试产能因此更容易成为瓶颈,也带动设备需求、产能利用率与单位测试价格提高。 这正是I",
"createdAt": "2026-09-18T02:00:14.000Z",
"author": "网络",
"pv": 26,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 16426,
"title": "戴蒙谈AI规范:政府应采取「轻度监管」",
"shortTitle": "戴蒙谈AI规范:政府应采取「轻度监管」",
"img": "https://cimg.cnyes.cool/prod/news/6609586/l/90d3b0cca44edc410e1b5680d9ce0738.jpg",
"description": "《Yahoo Finance》报导,摩根大通(JPMorgan Chase)执行长戴蒙(Jamie Dimon)一向不以支持监管闻名,但他本周表示,支持联邦政府对人工智慧产业采取「轻度监管(light touch)」,并认为各州不同的法律规定,会让AI相关商业活动更加复杂。 戴蒙周三接受采访时表示,「如果真的要监管,就应该由联邦政府负责,而且应该采取轻度监管。」 他谈到,「政府会有自己的看法,每个州也会有自己的看法……我确实认为这会成为一个问题,因为当每件事情都有不同",
"createdAt": "2026-09-18T02:00:05.000Z",
"author": "网络",
"pv": 29,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 16431,
"title": "防范AI算力垄断!桥水基金:应该对巨头设「系统重要性」监管及算力持有上限",
"shortTitle": "防范AI算力垄断!桥水基金:应该对巨头设「系统重要性」监管及",
"img": "https://cimg.cnyes.cool/prod/news/6609680/l/f5b7ed1e9234432f4610cb133855e131.jpg",
"description": "随着AI产业加速向重量级企业集中,AI监管焦点正从模型安全、资料使用延伸至算力基础设施。对此专家表示,AI算力高度集中,算力已成模型训练运作不可或缺的基础资源,这些企业可被视为「系统重要性机构」。 美国科技媒体《The Information》报导,桥水基金投资长Greg Jensen表示,全球主要AI算力持有者需要接受类似大型金融机构的额外监管。 Jensen提出,若一家企业控制美国或全球5%以上的算力资源,可考虑认定为「系统重要性机构」,并实施更严格监管。 他建议采取类似系统重要性银行的监理",
"createdAt": "2026-09-18T01:55:47.000Z",
"author": "网络",
"pv": 22,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
},
{
"id": 16423,
"title": "小摩喊标普500年底前冲8000点 空头已成「绝种物种」",
"shortTitle": "小摩喊标普500年底前冲8000点 空头已成「绝种物种」",
"img": "https://cimg.cnyes.cool/prod/news/6609708/l/746943cb03163b00e0a55a09e43db42f.jpg",
"description": "摩根大通银行(JPM-US) 股票策略师预估,标普 500 指数将在 2026 年底升至 8,000 点,并形容空头已成为「绝种物种」。预测市场 Polymarket 的交易者也认为,标普 500 年底收在 8,000 点以上的机率达 35%。 标普500指数周四(17日)收在 7,551.81 点,意味若达到摩根大通设定的8,000点目标,将较目前水准上涨近 6%。 摩根大通在 2026 年全球总体经济会议上指出,美国经济仍展现韧性。该行数据显示,投资人尚未将股票部位加码至极限,但相较于在目前",
"createdAt": "2026-09-18T01:46:22.000Z",
"author": "网络",
"pv": 19,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 16417,
"title": "〈焦点股〉继电器厂松川营运动能增强中 股价开高重登300元大关",
"shortTitle": "〈焦点股〉继电器厂松川营运动能增强中 股价开高重登300元大",
"img": "https://cimg.cnyes.cool/prod/news/6609764/l/4f500420243a44be1a8a8dc84edf38e5.jpg",
"description": "AI 及储能需求强劲推升下,继电器厂松川精密 (7788-TW)营运处于上升的轨道中,2026年7月营收9.86亿元攻上新高,8月营收以8.72亿元改写历史次高,年增66.41%,加上部分递延出货订单在9月认列,势将推升松川精密在2026年第三季营收再再创新高,股价开高走高并,早盘并重登300元大关之上。 松川早盘最高价达304元,涨幅并达到5.29%。 松川精密2026年7 月营收首见突破 9 亿元达 9.86 亿元创新高,月增 19.09%,年增 99.38%,8月的8.72亿元",
"createdAt": "2026-09-18T01:44:02.000Z",
"author": "网络",
"pv": 27,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 16418,
"title": "〈台股开盘〉台积电领军电权股上攻 早盘涨近800点站上47000点",
"shortTitle": "〈台股开盘〉台积电领军电权股上攻 早盘涨近800点站上470",
"img": "https://cimg.cnyes.cool/prod/news/6609756/l/6aeeab4943b57ec36275aed51c104647.jpg",
"description": "美股四大指数17日全面收红,台股今 (18) 日开高走高,以46449.56点开出,上涨161.56点,随即在台积电、联发科等电子权值股领军下,最高站上47061.57点,收复47000点大关,涨近800点,随即涨幅收敛。早盘预估全日成交量1.04兆元。 主要权值股涨多于跌,台积电 (2330-TW) 上涨约 20 元、涨约 0.8%,暂报 2445 元;联发科 (2454-TW) 上涨约 80 元、涨近 1.8%,暂报 4580 元。台达电 (2308-TW) 涨近 3%,日月光投控 (371",
"createdAt": "2026-09-18T01:38:21.000Z",
"author": "网络",
"pv": 25,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
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}