每日精選 AI 與金融市場資訊
光隆在成衣業務部門接單能見度佳且推進訂單達成率並已達 2026 年全年的 64%， 光隆指出，在既有訂單持穩及新客戶持續挹注下，全年成衣營收仍以雙位數成長為目標。各產區成衣產能利用率持續提升，其中越南產區已達 80% 以上。
from news.cnyes.com
Here’s what a handful of investing professionals say about the market’s rapid recovery — and the fragile Middle East truce.
from marketwatch.com
受到以色列與黎巴嫩同意停戰談判，以及台積電法說召開在即提振，台股今 (10) 日多頭氣勢如虹，無畏盤中「鄭習會」登場的政治變數，指數開高走高，終場收在最高點 35417.83 點，上漲 556.67 點，成交量 8295
from news.cnyes.com
台積電公布第一季營收達 8390 億台幣，年增 42%，主因來自 CoWoS 先進封裝與 3nm 製程訂單大增。
from tsmc.com
勞動部推動修法，目標 3 年內落實製造業與漁撈業由雇主負擔移工海外招募費及相關費用，逐步達成移工「零付費」的公平招募制度。全國工業總會今 (10) 日表示贊同，但卻擔憂來源國移工來台前常支付高額仲介費，將嚴重摧毀企業多年獲利。
from news.cnyes.com
集保結算所表示，為積極回應台灣美國商會「2023 台灣白皮書」對股東會議案資訊標準化之建言，今年特別串接臺灣證券交易所「公開資訊觀測站 (MOPS)」，推出重大優化機制，落實資料源頭一致化，標準化英文議案產製機制也全面上線。
from news.cnyes.com
聯準會 FOMC 的 3 月會議紀要於台灣時間 4/9 凌晨出爐！聯準會（Fed）「維持利率不變」，將利率區間 […] The post 最新3月 FOMC 會議紀要有哪些重點？FOMC 是什麼？3月 FOMC 會議降息幾碼？ appeared first on StockFeel 股感.
from stockfeel.com.tw
網通廠正基 (6546-TW) 隨著人工智慧基礎建設逐步完善，產業界焦點正由雲端轉向邊緣運算發展。董事長陳明哲看好在 2027 至 2028 年間，當邊緣人工智慧處理器價格下降且應用趨於成熟，將迎來營運成長力道最強勁的時期。
from news.cnyes.com
隨著 2025 年台灣主動式 ETF 市場正式開啟，投資人對「超額報酬」與「收益進化」的渴望日益增加。在台灣這 […] The post 00401A 摩根台灣鑫收益主動式 ETF | 成分股？配息？優缺點？ appeared first on StockFeel 股感.
from stockfeel.com.tw
隨著 Touch Taiwan 2026 展覽的開幕，Micro LED 除了找到在智慧座艙、擴增實境（AR） […] The post Micro LED 不只是面板？Micro LED 是什麼？跟 LED、OLED 差別？Micro LED 概念股整理！ appeared first on StockFeel 股感.
from stockfeel.com.tw
from arstechnica.com
Four food-supply chokeholds are squeezing investor portfolios. Here’s what to do before your grocery bill proves it in October.
from marketwatch.com
“My son is 33 years old, married, with an 18-month-old baby and another baby due in September.”
from marketwatch.com
“I would like to stop working in about five years to spend more time with our child and support my wife.”
from marketwatch.com
OpenAI is making moves to try and court more developers and vibe coders (those who build software using AI models and natural language) away from rivals like Anthropic.Today, the firm arguably most synonymous with the generative AI boom announced it will begin offering a new, more mid-range subscription tier — a $100 ChatGPT Pro plan — which joins its free, Go ($8 monthly), Plus ($20 monthly) and existing Pro ($200 monthly) plans for individuals using ChatGPT and related OpenAI products.OpenAI a
from venturebeat.com
“My husband’s memory is still good, but he has lost some executive function.”
from marketwatch.com
from arstechnica.com
Florida Attorney General James Uthmeier plans to investigate OpenAI for its alleged harm to minors, potential to threaten national security, and its possible link to a shooting at Florida State University last year.
from techcrunch.com
OpenAI announced on Thursday something that power users have been asking for: a $100/month plan. Previously, subscriptions jumped from $20 to $200 per month.
from techcrunch.com
The EFF follows the departure of various news organizations and others who no longer find X a viable source of traffic.
from techcrunch.com
In 2021, Anjuna Security was growing fast, hiring aggressively, and chasing a market that seemed limitless. By the end of that year, the venture-backed cybersecurity company had scaled to around 75 employees, building out sales, customer success, and support teams in anticipation of continued hypergrowth. Then 2022 hit.
from techcrunch.com
All resources at its U.S. factory are aimed at the upcoming Atlas SUV.
from techcrunch.com
from arstechnica.com
A 27-year-old bug sat inside OpenBSD’s TCP stack while auditors reviewed the code, fuzzers ran against it, and the operating system earned its reputation as one of the most security-hardened platforms on earth. Two packets could crash any server running it. Finding that bug cost a single Anthropic discovery campaign approximately $20,000. The specific model run that surfaced the flaw cost under $50.Anthropic’s Claude Mythos Preview found it. Autonomously. No human guided the discovery after the
from venturebeat.com
在現代戰爭中，我們習慣關注衛星圖像、雷達數據或是加密通訊。但你是否想過，有一種情報來源不需要高科技設備，只需要 […] The post 五角大廈披薩指數是什麼？披薩外送能預測戰爭？披薩指數真的準嗎？ appeared first on StockFeel 股感.
from stockfeel.com.tw
台灣首檔 Smart Beta 多因子 ETF 來了！由富蘭克林華美投信所推出的 FT 臺灣 Smart ET […] The post 00905 FT 臺灣 Smart ETF｜成分股？配息？優缺點？ appeared first on StockFeel 股感.
from stockfeel.com.tw
OpenAI 正式推出 GPT-5，在數學、編程及多步驟推理任務上表現超越前代，並支援更長的上下文視窗。
from openai.com
The age of agentic AI is upon us — whether we like it or not. What started with an innocent question-answer banter with ChatGPT back in 2022 has become an existential debate on job security and the rise of the machines. More recently, fears of reaching artificial general intelligence (AGI) have become more real with the advent of powerful autonomous agents like Claude Cowork and OpenClaw. Having played with these tools for some time, here is a comparison.First, we have OpenClaw (formerly known
from venturebeat.com
Meta has been one of the most interesting companies of the generative AI era — initially gaining a loyal and huge following of users for the release of its mostly open source Llama family of large language models (LLMs) beginning in early 2023 but coming to screeching halt last year after Llama 4 debuted to mixed reviews and ultimately, admissions of gaming benchmarks.That bumpy rollout of Llama 4 apparently spurred Meta founder and CEO Mark Zuckerberg to totally overhaul Meta's AI operatio
from venturebeat.com
For more than two decades, digital discovery has operated on a simple model: search, scan, click, decide. That worked when humans were the ones doing the web searching; but with the advent of AI agents, the primary consumer of information is no longer always human.This is giving rise to a new paradigm: Answer engine optimization (AEO), also referred to as generative engine optimization (GEO). Because agents look at data much differently than humans do, success is no longer defined by rankings an
from venturebeat.com
Gemini Ultra 2.0 在多模態理解和代碼生成方面達到新高，Google 表示將整合進所有產品線。
from deepmind.google