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"shortTitle": "南韩打炒房式降杠杆奏效!杠杆ETF交易急冻 晶片股波动降温",
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"description": "在主管机关近期祭出管制后,散户投资单一个股杠杆 ETF 的交易辆大幅萎缩,显示导致市场剧烈波动的投机资金受到抑制。南韩企划财政部长具润哲 (Koo Yun-cheol) 周二 (4 日) 表示,政府还会采取进一步措施抑制股市波动。 南韩上周公布新一波管制措施,包括规定单一个股杠杆 ETF 投资金额不得超过投资人总投资资产的 20%。这是继两周前首波措施未能有效抑制散户疯抢高风险商品后,再度加码祭出的限制。 具润哲在内阁会议直播中表示,政府将尽速落实上周四宣布的措施,进一步限制单一个股杠杆 ETF",
"createdAt": "2026-08-04T07:20:04.000Z",
"author": "网络",
"pv": 126,
"pinyin": "AI",
"name": "科技",
"path": "/new/AI",
"tags": []
},
{
"id": 9507,
"title": "AI投资逻辑变了?云端巨头变「收租王」 基础设施链却遭无情血洗",
"shortTitle": "AI投资逻辑变了?云端巨头变「收租王」 基础设施链却遭无情血",
"img": "https://cimg.cnyes.cool/prod/news/6558549/l/fa726777b1094c823325e96bfc527e37.jpg",
"description": "AI 投资热潮正在迎来新的分水岭。近期美股科技股财报季出现明显分化,微软 (MSFT-US) 、亚马逊 (AMZN-US) 等云端服务供应商(CSP)股价大涨,市值创下新高;另一方面,SK 海力士 (000660KS) 、铠侠等 AI 基础设施供应链企业却遭遇重挫,部分记忆体股价甚至腰斩。市场正在重新评估 AI 浪潮的受益者,焦点也从过去「谁投入最多资本」转向「谁能将投资转化为现金流」。 过去两年,市场追捧的是 AI 基础建设扩张逻辑,只要云端巨头提高资本支出(CapEx),GPU、HBM、光通",
"createdAt": "2026-08-04T07:10:04.000Z",
"author": "网络",
"pv": 69,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 9508,
"title": "外资小砍5亿、投信狂扫252亿 三大法人买超1.09亿元",
"shortTitle": "外资小砍5亿、投信狂扫252亿 三大法人买超1.09亿元",
"img": "https://cimg.cnyes.cool/prod/news/6558608/l/3586fc154839705c25957196c0861ce3.jpg",
"description": "台股今 (4) 日持续震荡,早盘一度跌近 500 点,失守 4 万 3,盘中翻红最高涨至 43912.77 点,高低震荡逾千点,不过随后再度翻黑,终场跌 25.75 点或 0.06%,虽守住 4 万 3,但未能收复月线,成交量则重回兆元,达 1.04 兆元;三大法人合计买超 1.09 亿元。 观察三大法人今天筹码动向,外资卖超 5.73 亿;自营商卖超 194.28 亿元;投信买超 252.7 亿元,三大法人合计买超 1.09 亿元。",
"createdAt": "2026-08-04T07:00:36.000Z",
"author": "网络",
"pv": 78,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 9509,
"title": "研调:Q3全球伺服器估季增2.8% 广达与纬颖出货差距将缩小",
"shortTitle": "研调:Q3全球伺服器估季增2.8% 广达与纬颖出货差距将缩小",
"img": "https://cimg.cnyes.cool/prod/news/6558604/l/96adccf2aae8d4040994c58812c228f4.jpg",
"description": "DIGITIMES 指出,受到关键零组件供应吃紧影响,压抑整机系统出货力道,第二季全球伺服器仅季增 3.8%,并预估第三季伺服器出货将季增 2.8%。另外,也预期伺服器出货龙头广达与第二名的纬颖出货差距将在第三季缩小。 ",
"createdAt": "2026-08-04T06:56:18.000Z",
"author": "网络",
"pv": 71,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 9510,
"title": "率先挺赴美!国发基金挹注8亿美元启动融保机制 首期杠杆550亿美元",
"shortTitle": "率先挺赴美!国发基金挹注8亿美元启动融保机制 首期杠杆550",
"img": "https://cimg.cnyes.cool/prod/news/6558595/l/2d09d816f15701419815cbe20a15bf31.jpg",
"description": "国发基金管理会今 (4) 日听取企业投资美国融资保证机制报告,该机制由国发基金携手国内银行建立共同分摊风险机制,降低我国企业赴美投资融资门槛,扩展国际市场。根据规划将分 5 期办理,首期由国发基金率先挹注 8 亿美元,占保证专款总额",
"createdAt": "2026-08-04T06:54:57.000Z",
"author": "网络",
"pv": 75,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 9500,
"title": "处置股新制 8/10 上路!处置期间砍半、撮合加快,南电、旭然还要关多久?",
"shortTitle": "处置股新制 8/10 上路!处置期间砍半、撮合加快,南电、旭",
"img": "https://cimg.cnyes.cool/prod/news/6558590/l/8d2e117af1857bc31435fa44f3ffeffa.jpg",
"description": "一、处置股新制正式上路,市场交易规则迎来 30 年最大调整 近期台股震荡加剧,处置股制度再度成为市场焦点。证交所宣布,实施逾 30 年的处置股制度将自 8 月 10 日起全面调整,包含处置期间缩短、撮合频率加快,以及高价股认定标准放宽,希望改善过去因流动性不足而引发的交易问题。随着处置股新制上路,投资人最关心的莫过于哪些股票将率先受惠,以及未来交易环境是否因此改变。 立即前往丰云学堂看更多 标的太多不知道怎么选?立即前往大户投策略选股专区看看吧! 二、三大修法重点一次看,高价股与处置股都有新变化",
"createdAt": "2026-08-04T06:31:23.000Z",
"author": "网络",
"pv": 79,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
"_locals": {},
"cache": false
}