天天财经-提供金融入门知识-投资理财技巧-热点新闻

点亮半导体重镇！高雄楠梓台电雄积三四线提前2年完工供电量翻倍至千万瓦
2026-08-02 网络阅读（75）
台电高雄楠梓园区关键电力建设传出捷报，高雄至雄积三、四线输电线路工程在昨 (1) 日正式竣工送电。这项工程因应南部科学园区高雄第三园区也就是楠梓园区的半导体产业发展需求，完工后使园区供电能力从原本的四百万瓦大幅提升至超过一千
研华接单续旺边缘AI成长动能强下半年营运展望乐观
2026-08-02 网络阅读（88）
研华接单续旺边缘 AI 成长动能强下半年营运展望乐观
马斯克悄悄追踪DeepSeek！Grok诚实回应引网友点赞
2026-08-02 网络阅读（96）
马斯克在 X 平台悄悄追踪 DeepSeek 官方帐号，引发 AI 圈热议。就在同一时间，DeepSeek 宣布 V4-Flash 正式版 API 开放公测，主打低成本、高效能。Grok 分析，DeepSeek 已成 xAI 与特斯拉不可忽视的竞争对
国道ETC整案输出至印度背后推手远通携手众台厂成功输出新南向
2026-08-02 网络阅读（75）
远传 (4904-TW) 转投资公司远通电收宣布，由「ETC 台湾队」跨国打造的印度首座「多车道自由流」(MLFF）电子收费系统近期已正式通车营运。
北捷信义东延段完成履勘提改善事项共28项、5项需于营运前改善
2026-08-02 网络阅读（70）
交通部表示，已于昨 (1) 日完成捷运信义线东延段象山站至广慈 / 奉天宫站履勘作业，此次履勘小组共提出须改善事项计有 28 项，其中 5 项为「营运前须改善事项」。
〈热门股〉东典H1光通、低轨卫星需求强劲周涨9.33%、周K连2红
2026-08-02 网络阅读（74）
东典光电 (6588-TW) 今 (2026) 年上半年营收为 1.84 亿元、年增 132.45%，即便上周台股波动剧烈下，仍缴出周涨 9.33%、周 K 连收 2 红，单周成交量也爆增至 3.5 万张。
AI泡沫恐更像2008金融危机？《彭博》示警：比网路泡沫更糟！
2026-08-02 网络阅读（81）
AI 泡沫疑虑升温，《彭博》指出，市场已不再只担心 1999 年网路泡沫式的高估值，而是开始以 2008 年金融海啸的信用危机作为对照。随着 AI 资料中心资本支出暴增、云端巨头举债规模攀升、甲骨文 CDS 走高，投资人焦点正转向企业现金
AI需求没降温？南韩7月半导体出口暴增179% 三星：晶片荒恐延续至2028年
2026-08-02 网络阅读（71）
南韩 7 月出口持续强劲，半导体出口年增 178.8%、电脑产品出口暴增 404%，显示全球 AI 与资料中心需求依然旺盛。三星电子晶片获利大增并预警，全球晶片供给短缺恐持续至 2028 年，进一步提振市场对南韩经济与 AI 产业前景的信心
Kimi K3发布后美AI股市值蒸发4700亿美元矽谷惊叹中国AI崛起速度
2026-08-02 网络阅读（94）
中国开源模型正让华尔街重新检视 AI 竞争的格局。最新统计数据显示，自月之暗面发布旗舰大模型 Kimi K3 后，引发美股 AI 产业链全面抛售，美股 AI 族群市值合计蒸发约 4700 亿美元 (约 15 亿台币)。《快科技》报导，17 家华尔街投行连夜下调 AI 晶片企业目标价，摩根大通在报告中直指，Kimi K3 的发布对 AI 晶片股而言无疑是雪上加霜。高盛合伙人表示，算力扩张时代或已走到尽头，若中国低成本的开源模型性能够优秀，美国 AI 巨头天价资本支出的合理性就不复存在。矽谷也
机票定价进入AI时代！便宜机票恐成历史航空公司靠即时调价榨出更多收益
2026-08-02 网络阅读（77）
想捡便宜机票的旅客，未来恐怕愈来愈难如愿，航空公司正透过人工智慧 (AI) 即时分析数十项变数，以便快速调整票价、进而提高收益，但这也代表旅客较难找到低价机票。航空公司过去多依赖分析师设计定价规则，例如航班售出 25% 座位后，票价调高 20%。然而随着成本持续攀升，从达美航空 (Delta Air Lines)(DAL-US) 到维珍航空 (Virgin Atlantic) 都加速导入 AI 定价技术，希望从每个航班创造更多收益。对旅客而言，热门航线票价可能更高，因为航空公司将减少出售低于

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