每日精選 AI 與金融市場資訊
Microsoft used its Build 2026 conference this week to push a clear message: agents are rapidly moving into production throughout enterprise systems, and the winning platform will be the one that gives them reliable context, governance, identity, memory — and secure access to enterprise data. The company announced Microsoft IQ as a context layer across GitHub Copilot, Microsoft Foundry and Copilot Studio; Work IQ APIs coming June 16; Fabric IQ for structured business data; Foundry IQ for retrieva
from venturebeat.com
For three years, Microsoft's artificial intelligence story has been inseparable from OpenAI. The partnership — cemented by a cumulative investment exceeding $13 billion — gave Microsoft early access to the most advanced AI models on the planet, catapulting its Copilot products into the enterprise mainstream and adding hundreds of billions of dollars to its market capitalization. To the outside world, Microsoft's AI strategy was OpenAI.Mustafa Suleyman wants to change that narrative.In
from venturebeat.com
A massive viral conversation sharing VC horror stories has taken place this week on X. Some are weird. Some are infuriating.
from techcrunch.com
After a very profitable decade on Microsoft's board, Reid Hoffman is stepping down to focus on his AI drug discovery startup Manus.
from techcrunch.com
These newer social apps offer alternatives to Big Tech’s feeds, focusing on interests, creativity, and community.
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President Donald Trump said he's discussing deals "where the American people can benefit from the success of AI."
from techcrunch.com
Krishnan is reportedly starting a new institution to continue shaping Trump's AI policy.
from techcrunch.com
松川精密 (7788-TW) 營運走在上升的軌道上，且由於目前市場對包括 AI 伺服器等應用需求量大幅成長， 松川也加速投資新產能，預計松川在今年將投資逾 4 億元在墨西哥及越南增設新產能。
from news.cnyes.com
Computex 2026 登場，輝達執行長黃仁勳指出 AI 從雲端訓練與推論，邁向代理式 AI 新時代；台積電周四召開股東會，董事長魏哲家指出受惠 AI 需求強勁，全年美元營收有望年增逾 3 成；富時周五公布 0056 成分股調整結果。
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全球高階音響產業年度盛事 HIGH END 2026 盛大舉行。HIGH END 展會為全球最具指標性的高級音響展之一，亞弘電 (6201-TW) 今年由總經理許瑞峯率團隊參展。
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近期台股受到國際市場震盪及短線獲利了結賣壓影響，盤勢呈現高檔震盪，電子權值股相對承壓。市場資金輪動速度明顯加快，部分避險資金快速轉往低基期的傳產及防禦型金融股、被動元件族群
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Uber blew its entire 2026 AI budget by April. Here’s why replacing workers with bots backfired.
from marketwatch.com
There are plenty of ways to jump into the generative-AI hardware infrastructure expansion beyond the familiar chip makers and hyperscalers.
from marketwatch.com
Even upbeat Oracle earnings next week might not be enough to rally the market.
from marketwatch.com
Earnings beats mean a lot more when it happens to stocks the market gave up on.
from marketwatch.com
Samsung and SK Hynix are key to soaring South Korean stock market, but a rate hike could trigger a 15% market correction.
from marketwatch.com
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May was the strongest month of the year for buying by retail investors, as individuals piled into semiconductor stocks.
from marketwatch.com
COMPUTEX2026 落幕，今年以「AI Together」為題，聚焦「AI 運算」、「機器人 & amp; 智慧移動」及「次世代科技」，匯集全球科技領導品牌、新創團隊及產業專家，展現 AI 驅動下的創新成果與未來趨勢。
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工業電腦大廠樺漢 (6414-TW) 今 (5) 日公告 5 月營收 155.8 億元，年增 35.3%；累計前 5 月營收 676.32 億元，年增 16.8%，雙創歷史同期新高。公司表示，截至目前集團在手訂單金額超過 2150 億元，為未來營運提供
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想要開始投資股票究竟要從哪裡著手呢？多看看財經達人的分析？鎖定喜歡的公司來研究？No,no,no 以上皆非！答 […] The post 股票開戶怎麼做？證券開戶前要準備什麼？證券開戶只要開交割戶？ appeared first on StockFeel 股感.
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常在新聞報導看到「熔斷」、「美股熔斷」這些名詞，本篇就來為你解答熔斷是什麼？美股熔斷機制為何？台股會熔斷嗎？三 […] The post 股市熔斷是什麼？台股會熔斷嗎？美股熔斷介紹！ appeared first on StockFeel 股感.
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加油貴 2 成、搭飛機貴 1 成 台灣 5 月 CPI 年增率 2.2% 衝上 14 個月高
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美伊衝突升溫，全球股市陷入集體焦慮。今日（4 日）台股在恐慌性賣壓下全線潰敗，終場崩跌 1,494.77 點， […] The post 史上第四大單日跌點！單日下跌 1,500 點！台股單日跌點排行！ appeared first on StockFeel 股感.
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公股銀為搶才留才大展身手，華南金控 (2880-TW) 於今（5）日舉行員工運動伸展室啟用儀式，由董事長陳芬蘭親自主持，全面啟動員工健康照護與職場活力。該空間不僅全面採用專業級且高安全性的健康防護器材，包含專業伸展機、吊
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GM wants to slash EV prices by deploying new battery tech up to a year earlier than planned. This building is key to making that happen.
from techcrunch.com
Lectric, which says the U.S. market is ripe for competition and choice, has launched three new brands in the past six months.
from techcrunch.com
While the AI fundraising machine keeps breaking its own records, some founders are building in the other direction. Mirror founder Brynn Putnam just raised money for Board, a startup focused on bringing people together through in-person games and social experiences. Cyberdeck creators are going viral crafting whimsical DIY computers that literally encourage users to touch grass. Unlike the AI-free browser crowd, this doesn’t just feel
from techcrunch.com
Supabase, an example of an open source project becoming a fast-growing company, has greatly benefited from AI tools like Claude, Codex, and other vibe-coding platforms.
from techcrunch.com
Cybercriminals, part of a gang known as Silent Ransom Group, have sent people pretending to be IT support employees to law firms' offices, where the criminals have stolen data using USB drives or remote access tools.
from techcrunch.com
When someone on a team corrects an AI agent — better prompts, better feedback, better context — that improvement disappears the moment a colleague opens the same tool. The correction doesn't transfer, and the next person starts from zero.The problem compounds in multi-agent workflows, where teams expect agents to share context across users and tasks. Without a shared memory layer, every team member effectively trains a different version of the same agent — and those versions never sync.That
from venturebeat.com
Meta's AI support agent bound recovery emails to accounts for whoever asked, and SOCs never saw an alert. An authorized agent writes a log of legitimate transactions, so nothing in the detection stack fired. Attackers asked the bot to make the change, took the one-time code it sent, and ran the password reset, 404 Media reported.No malware, no stolen credentials, and no prompt injection in the sense most security teams drill for. The agent did exactly what Meta built it to do. That is what
from venturebeat.com
Anthropic co-founder and CEO Dario Amodei said it was coming, but it still feels like a milestone: More than 80% of the code merged into Anthropic’s production codebase in May wasn't authored by humans, but by its own AI model, Claude, according to a new report shared by the record-breaking AI startup today.This transformation has triggered an 8x increase in the volume of code shipped per engineer per quarter compared to the company’s 2021–2025 baseline, which the company notes means even m
from venturebeat.com
It’s trickier to find good deals with airline miles, but it’s still possible to get “insane value.”
from marketwatch.com
“They’re going to have to own it”: Elon Musk wants retail investors to buy some $23 billion of SpaceX shares next week.
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This is the third whistleblower to come forward about alleged illegal activity by Trump’s Department of Government Efficiency.
from marketwatch.com
“Make the color palette normal again,” one analyst said, as Lululemon’s stock sinks toward its lowest close since May 2018.
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在 COMPUTEX 2026 的舞台上，科技巨頭們除了在算力晶片競爭外，在底層網路通訊與互連技術也展開較勁，這兩年 CPO 的概念也逐漸變為顯學。網通半導體大廠 Marvell 在 Computex 主題演講中，執行長 Matt Murphy 表示：隨著 AI 大模型高速演進，傳統資料中心已達極限，在即將到來的「全光互聯時代」，整個資料中心架構將被徹底重新設計。 這場 Keynote 除了講述 AI 基礎設施在傳輸端面臨的物理極限之外，Marvell 還同步發表包含全球首款 2nm 工藝 1.6T Coherent 光學解決方案、3nm 1.6T PAM4 DSP，以及次世代 100T AI 專用交換器等多款重量級產品。演講中段， NVIDIA 執行長黃仁勳（Jensen Huang）更是為其站台，點出 Marvell 在「NVLink Fusion」異質架構在生態系中擁有的關鍵地位，認為 Marvell 將是下一個兆元公司。在 Jensen 的帶動下，這場演講的熱度被推向最高峰，更讓 Marvell 的股價在盤後飆升 33%。 為什麼說「Connectivity」是下一個勝負關鍵？
from stockfeel.com.tw
Meta's board cites "due process" concerns over account bans. It's also pushing Meta to offer clear information about violations and its use in AI in making its determinations.
from techcrunch.com
Creators often have to parse through charts and dashboards to understand their performance, but with the new AI assistant, they can get quick answers to questions like "When should I post?" and "What are people saying in my comments?"
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Apple's WWDC nears: here's what you can look forward to.
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The incident helps shed some new light on how Waymo treats and stores the footage captured by its robotaxis.
from techcrunch.com
Cash App plans to launch more tap-to-pay tags.
from techcrunch.com
While many AI open source model providers are pursuing larger and more powerful models, Google is still giving attention to the smaller, more local side of the market. Today, the tech giant released Gemma 4 12B, an 11.95-billion-parameter open-weights model with permissive Apache 2.0 license optimized to execute locally on a standard enterprise laptop using just 16GB of VRAM or unified memory.That means those enterprise users looking to keep working with AI while on a flight without WiFi, or try
from venturebeat.com
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“It makes us feel uncomfortable.”
from marketwatch.com
Social Security’s watchdog did the math on the so-called fraud, and it’s a joke.
from marketwatch.com
The company was valued north of $17 billion as its shares were rising 13% above their IPO price.
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The semiconductor trade is losing steam following Broadcom’s earnings report.
from marketwatch.com
金管會自 2019 年以來，已經 6 年未到中國大陸進行金融檢查，金管會檢查局官員坦言，該計畫能否成行仍面臨雙重變數，其一是總預算正在立法院審查，若如去年般遭到大幅刪減，恐難以成行；其二，即便台灣預算與陸委會過關，仍須依
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宏捷科 5 月營收 4.42 億元、月減 1.17%、年增 36.98%，累計今 (2026) 年前 5 月合併營收 21.13 億元、年增為 51.49%，宏捷科持續看好 5G 及 WiFi-7 雙引擎開拓新商機，看好第 2 季營運營運有望優於第 1 季。
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元大金控 (2885-TW) 今 (4) 日代子公司元大銀行發布重大訊息，公告董事會正式決議參與國發會所推動的「支持企業投資美國融資保證機制」，規劃出資金額 2500 萬美元。元大銀表示，將積極響應政府政策、支持台灣企業赴美投資
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研華全球夥伴大會力推 Physical AI 與 WEDA 架構 深化邊緣 AI 產業鏈
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鴻海 (2317-TW) 與英特爾 (INTC-US) 周四 (4 日) 宣布建立合作夥伴關係，雙方將攜手開發人工智慧 (AI) 基礎設施，瞄準資料中心面臨的擴充與效能瓶頸，並進一步探索客製化 AI 晶片的合作機會。
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台北國際電腦展的第一場 CEO Keynote 由高通（Qualcomm）來開幕，在 Computex 2026 主題演講裡，高通（Qualcomm）執行長艾蒙（Cristiano Amon）直說： AI 的下一階段，不只是更會聊天而已，而會變成主動做事、跨裝置協作、深入真實世界的工具。高通把今年定義成「Agent 之年」，因為經過幾年的發展， AI 已經從單純一問一答，轉向能自主採取行動的存在。Amon 認為，這不只會改變個人運算，也會重塑手機、PC、汽車、機器人，甚至資料中心的角色分工。 AI 正從雲端走向邊緣，從螢幕走向世界 Amon 開場並沒有急著談產品，而是先把 AI 的定位拉高。過去 AI 多半待在雲端、像工具一樣被動回應。但現在，AI 開始擁有「身體」與感知能力，能看、能動、能連結，甚至能影響周遭環境。這也解釋為什麼他一再強調，Computex 不只是科技展，而是通往新世界的管道。 他還把 AI 的演進描述成一場「人機介面重寫」。現在的裝置，是為人類主動操作而設計。而未來，裝置還要同時讓智慧體來操作。換句話說，使用者不再只是打開 App、點擊按鈕、下指令，AI 會先理解意
from stockfeel.com.tw
今年 Computex 2026 於 6 月 2 日至 5 日在台北南港展覽館盛大舉行，本屆吸引來自 33 個國家與地區、超過 1,500 家廠商參展，動用多達 6,000 個攤位。對於無法親赴現場的投資人而言，這場展覽所揭示的技術方向與產業趨勢，直接關係到未來 12 至 24 個月的供應鏈布局與相關個股的成長動能。 本屆主題定調「AI Together」聚焦三大核心：AI 運算基礎建設的全面升級、機器人與智慧移動的加速落地，以及次世代科技商業化。展會還邀請幾間全球知名的科技業執行長發表演說，從 NVIDIA 的黃仁勳，到 Marvell 的 Matt Murphy、Intel 的 Lip-Bu Tan，再到 Qualcomm 的 Cristiano Amon，悉數親臨台灣，在主題演講中傳遞對 AI 基礎建設未來走向（可以點擊最下方連結看 Keynote 整理）。 股感也透過本篇文章，完整梳理這屆 Computex 最重要的展覽亮點、技術趨勢。由於參展廠商數量過多，筆者並沒有每一間參展商都點名，也可以點擊下方連結跳到自己想看的段落！想了解更多的讀者可以利用明日 6/5 最後一日自行到現
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非農就業數據（Nonfarm Payrolls）是美國最重要的就業數據之一，就業數據是市場十分關注的總經指標，因為從業人數的多寡很大程度地影響了一個國家的經濟發展，股感想要藉由這篇文，帶大家快速認識有關於非農就業數據的一切！ 編按：2026/06/04 更新，美國 5 月小非農 ADP 就業數據表現強勁，民間企業新增就業達 12.2 萬人，優於預期並創下近 16 個月最大增幅，代表在通膨與能源價格高漲下，勞動市場動能依然穩健。其中，教育醫療服務及中小企業是就業主力，薪資增幅則呈現微幅放緩。 為本週五即將公布的官方非農就業報告（預估新增8.5萬人）帶來樂觀預期。但是，強韌的就業市場疊加通膨升溫風險，加強市場重估聯準會（Fed）的利率政策。目前市場普遍預期 Fed 會維持利率於 3.5% 至 3.75% 區間不變，短期降息機率降低，甚至可能保留升息選項，市場也在關注 6/16 Warsh 首次主持 Fed 貨幣政策會議。 想知道最新非農數據，可以參考本文最末段！ 非農是什麼？ 非農介紹 非農就業數據（Nonfarm Payrolls），也會看到以非農就業、非農數據等說法來稱呼，一般簡稱做非
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The breach at wearable ring maker Ultrahuman stemmed from credentials stolen from a malware-infected employee laptop.
from techcrunch.com
隨著全球 AI 浪潮持續推高美股市場，台股在電子與金融權值股的引領下一舉站上 45,000 點歷史大關，顯示全 […] The post 009824 群益美國科技巨頭 ETF｜成分股？配息？優缺點？募集時間？ appeared first on StockFeel 股感.
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凱基金控（2883）於 2026 年 6 月 2 日召開 2026 年第一季法人說明會。這次法說會之所以受到市 […] The post 凱基金法說會後漲停！2026Q1 重點一次看：調整後 EPS 1.55 元、股利想像為何升溫？ appeared first on StockFeel 股感.
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股市中有著許多傳奇人物，比方說「谷月涵」就是無人不知無人不曉的明星分析師，在台股享有莫大的知名度與影響力，但其 […] The post 谷月涵是誰？谷月涵是反指標？台灣先生谷月涵如何看台股後市？ appeared first on StockFeel 股感.
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不管你是投資新手，或是在市場打滾多年的老手，一定都會聽過以下句子：「 0050 和 0056 哪個好？」、「該 […] The post 0050 vs 0056 定期定額要選誰？高股息有比較抗跌嗎？兩檔 ETF 資訊總整理！ appeared first on StockFeel 股感.
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近期鴻海、廣達、緯創等老 AI 指標股全面噴出，廣達、緯創、仁寶相繼鎖漲停，連過去被認為股性偏牛皮的大型權值股 […] The post 近期 ODM 在漲什麼？伺服器ODM 概念股有哪些？從筆電代工到 AI Server！ appeared first on StockFeel 股感.
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COMPUTEX 2026 盛大開展，全球科技巨頭連番釋出 AI 晶片與新世代伺服器架構，直接引爆台股市場的追價狂潮。由於多檔個股股價與成交量劇烈波動、當沖比率失控，證交所與櫃買中心今 (3) 日盤後公告龐大的警示名單。
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德宏 (5475-TW) 4 月營收以 1.81 億元，德宏 今 (3) 日公布最新自結獲利資訊，4 月單稅後純益 5500 萬元，較 2025 年同月稅後虧損虧損 1100 萬元由虧轉盈，單月每股純益 0.43 元，單月獲利超過第一季整季。
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The latest big-spending and self-funding politician is Tom Steyer, a Democratic candidate for California governor who looks on track to be eliminated from the race.
from marketwatch.com
Oil futures were on track to settle Wednesday at their highest levels in more than a week, after the EIA reported a sixth straight weekly drop in U.S. commercial crude supplies and another big draw from the nation’s emergency oil reserve.
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Investors aren’t thinking enough about the risk posed by SpaceX’s satellite ambitions, an Oppenheimer analyst warned.
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A cardiologist outlines the best approach to finding a doctor — and the questions to ask yourself when you do.
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A “bulletproof” portfolio may be impossible, but you can try to get close if you have enough money invested
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In Q1 2026, VentureBeat's Pulse Research surfaced the “Governance Mirage”: the gap between the governance org charts enterprises had drawn and the control layers they had actually built. Forty-three percent said a central team owned AI governance; 23% couldn't agree on who owned it at all; and 31% named vendor opacity as the single biggest obstacle.This new wave of research asks the next question: Once you've admitted the governance problem, what breaks first when you try to fix i
from venturebeat.com
Perplexity AI, the fast-growing search startup now valued at $20 billion, unveiled what it calls the first hybrid local-server inference orchestrator at Computex 2026 on Monday night, demonstrating software that autonomously decides — in real time and mid-task — which AI workloads stay on a user's device and which get routed to frontier models in the cloud.CEO Aravind Srinivas demonstrated the system onstage alongside Intel CEO Lip-Bu Tan during Intel's keynote address, using Perplexit
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Alibaba this week released Qwen3.7-Plus, the latest AI large language model (LLM) in its globally beloved and increasingly expansive Qwen family, boasting more multimodal capabilities and a 60% lower cost than the prior, text-only Qwen3.7-Max model released just weeks ago. However, like its immediate predecessor Qwen3.7-Plus is available only under a "closed" commercial license via proprietary application programming interfaces (API) and Qwen Chat. That marks a big departure from the Q
from venturebeat.com
Every new AI agent your team deploys starts from scratch: no memory of how the business works, where data lives, or what rules apply. And as agentic coding tools spin up applications faster than anyone can govern them, each one risks becoming another silo outside your data layer entirely. Microsoft is addressing both problems directly at Build 2026.According to VentureBeat's VB Pulse's Q1 2026 RAG Infrastructure Market Tracker, hybrid retrieval intent among 100-plus employee organizati
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The prominent AI music generation startup is now valued at over $5.4 billion -- about seven months ago, it raised at a $2.45 billion valuation.
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Amazon will use visual search and AI to show AI-generated product images that match your search queries. The retailer says it will help guide users to products.
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Hackers appeared to take over victims’ accounts even after Meta said it fixed its AI-powered support chatbot, which granted hackers access to victims’ accounts.
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Carvana was granted a warrant to buy shares in Slate last year, according to documents obtained by TechCrunch. Guggenheim Partners CEO Mark Walter is heavily invested in both companies.
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