AI & 股市新聞

股票分析報告 →

每日精選 AI 與金融市場資訊

AI2026年7月27日
AI cites the deep pages but sends humans to the homepage — most sites are built backward

If your business depends on people clicking through to web pages, the last two years have been brutal. Pew Research Center tracked the browsing behavior of 900 U.S. adults and found that when Google shows an AI summary, users click a traditional result just 8% of the time, roughly half the 15% rate when no summary appears. Links cited inside the AI answers themselves fare worse: users click on them only about 1% of the time.This has had a huge impact on publishers. Chartbeat data reported by Axi

from venturebeat.com

AI2026年7月27日
Power up your AI infrastructure! A first look at the Smart Systems Stage agenda at TechCrunch Disrupt 2026

At TechCrunch Disrupt 2026, the Smart Systems Stage will be where energy, infrastructure, and technology collide, covering everything from fusion breakthroughs to the grid strain AI is putting on the entire economy.

from techcrunch.com

AI2026年7月27日
Antares raises $470M to build nuclear reactors for the U.S. military

Antares has raised $470 million to build small modular reactors — 100 kW to 1 MW — for U.S. Air Force bases.

from techcrunch.com

AI2026年7月27日
Google’s AI search is rapidly becoming the default, new data shows

Google’s AI Overviews now appear in 43% of searches, underscoring how quickly AI-generated answers are becoming the default way people discover information online.

from techcrunch.com

股市2026年7月27日
矽格搶下美系大廠訂單 又追加資本支出20億元

IC 封測廠矽格 (6257-TW) 今 (27) 日代子公司矽格聯測公告,今日召開董事會,通過新台幣 20 億資本支出追加案,以配合公司未來 2 年之 AI 客戶擴充產能需求。

from news.cnyes.com

股市2026年7月27日
近期飆太兇、跌太多 成信實業*-創、中探針雙雙跌停 同遭處置至8/10

證交所與櫃買中心今日公布新增 2 檔處置股,均自明 (28) 日起採分盤交易,處置期間至 8 月 10 日止。其中半導體設備股中探針、半導體廢棄物回收商成信實業 *- 創 2 間股票,今日雙雙以跌停價作收。

from news.cnyes.com

股市2026年7月27日
昕力資訊代理美國Juxta系統 拚跨國防、醫療新版圖

昕力資訊代理美國 Juxta 系統 拚跨國防、醫療新版圖

from news.cnyes.com

股市2026年7月27日
SpaceX’s stock falls to a new low despite a near-flawless Starship flight

SpaceX’s earnings report next week could unleash a further wave of selling, as some insiders will soon be able to unload shares.

from marketwatch.com

股市2026年7月27日
This small-cap fund is built to win the earnings-report games companies play

Brandon Nelson of Calamos Investments considers the earnings-season beat-and-raise pattern in identifying companies primed for sustainable growth and improving profit margins.

from marketwatch.com

股市2026年7月27日
‘It’s a high price to pay’: My adviser says I don’t need a withdrawal plan for my $2.3 million portfolio. Is he right?

“His proposal involves a proprietary equity hedge strategy to manage $700,000 of my assets.”

from marketwatch.com

股市2026年7月27日
Should you get paid to care for a family member?

Serving as a family caregiver isn’t just exhausting. It can be financially devastating, as well.

from marketwatch.com

AI2026年7月26日
First teaser for Apple TV's Neuromancer debuts at SDCC

Carrie teaser, trailers for Dark Matter S2 and Matchbox the Movie, and Marvel news.]]>

from arstechnica.com

AI2026年7月27日
New ransomware targets AI model weights and can't even collect the ransom

The same attacker broke into the same internet-facing Langflow server twice, and the second time brought ransomware built to destroy trained AI models. Sysdig's Threat Research Team documented the first campaign on July 1 and the second on July 20. The entry point never changed, but the payload changed completely.Both ran through CVE-2025-3248, a missing-authentication flaw in Langflow's code-validation endpoint that lets anyone reaching the server execute Python on it. In the first, t

from venturebeat.com

AI2026年7月27日
Why SAP says enterprise AI agents need knowledge graphs and governance

Presented by SAP At VB Transform 2026, Max McPhee, senior solution advisor at SAP, spoke with Rob Stretchay, lead analyst at VentureBeat Research, about what it takes for enterprises to move beyond chatbots to autonomous AI agents that can execute real business processes. He argued that the difference comes down to grounding those agents in a company’s own context rather than general knowledge.https://www.youtube.com/watch?v=SRf9t-wSZSo "Where we're starting to see more emergent behavi

from venturebeat.com

AI2026年7月27日
Uh-oh: Some Claude shared conversations and Artifacts appear to be indexed and publicly accessible on Google Search

Over the weekend, Reddit user -void1 posted an alarming discovery on the r/ClaudeAI subreddit: some conversations that users of Anthropic's Claude AI chatbot had made "shareable" via a link were being indexed by Google Search, and could be clicked on and accessed by seemingly anyone.The conversation took off on the social networks X and Reddit, the latter with thousands of upvotes and comments, many expressing concern about user privacy and information security, and the additional

from venturebeat.com

AI2026年7月27日
Threads users can now chat with Meta AI in their DMs

Meta on Monday said it is rolling out its Meta AI chatbot within Threads' DMs, giving users a way to chat with the AI assistant.

from techcrunch.com

AI2026年7月27日
OpenAI’s Hugging Face breach has reignited the debate over alignment and control

OpenAI's Hugging Face breach has reignited debate over AI alignment and control, exposing competing views on whether increasingly capable AI should be better aligned, better contained, or both.

from techcrunch.com

AI2026年7月26日
Inside one London founder house rewriting the founder-house rules

How one founder house is betting work-life balance can beat burnout .

from techcrunch.com

AI2026年7月26日
Hugging Face CEO calls for ‘radical transparency’ after ‘unprecedented’ OpenAI hack

"The first autonomous agent cyberattack is an unprecedented event. It deserves an unprecedented response!"

from techcrunch.com

AI2026年7月26日
TechCrunch Mobility: Uber bets on its former CEO

Welcome back to TechCrunch Mobility, your hub for the future of transportation and now, more than ever, the role AI is playing in it.

from techcrunch.com

AI2026年7月26日
Monday.com is the latest tech company to blame AI for layoffs — here are 20 others

A running look — in reverse chronological order — at the bigger tech companies that have announced significant layoffs this year with AI as a stated factor.

from techcrunch.com

AI2026年7月25日
Warner Bros. lawsuit accuses Amazon of illegally poaching executives

The lawsuit will likely renew debates about whether term employment agreements are enforceable under California. law

from techcrunch.com

AI2026年7月25日
SDCC teaser gives us our first good look at Blade Runner 2099

Rings of Power S3 teaser; new Lanterns trailer; Spaceballs: The New One panel.]]>

from arstechnica.com

股市2026年7月26日
We have $8 million in traditional IRAs. Should we tap them to buy a house — and take the tax hit?

“We would rather pay taxes upfront than pay mortgage interest.”

from marketwatch.com

股市2026年7月26日
The S&P 500’s earnings growth has gone bonkers thanks to one company

Markets are gearing up for the busiest week of second-quarter earnings season.

from marketwatch.com

股市2026年7月26日
‘We are not romantically involved’: I’m marrying my platonic best friend of 20 years. Should I leave him my home?

“I own my home outright, have no children or other dependents.”

from marketwatch.com

股市2026年7月26日
There’s a technical ‘triple threat’ for stocks, but also places investors can hide

Treasury yields and oil prices surged, and the dollar confirmed the breakout toward a longer-term uptrend, to push the S&P 500 below key chart support.

from marketwatch.com

股市2026年7月26日
I will definitely claim Social Security early. Why do so few people talk about the elephant in the room?

“The strongest argument for claiming benefits earlier goes beyond the traditional break-even analyses.”

from marketwatch.com

股市2026年7月26日
國巨*7/29法說登場 市場聚焦這五大重點

國巨 * 7/29 法說登場 聚焦五大重點

from news.cnyes.com

股市2026年7月26日
〈熱門股〉磷化銦原料鬆綁帶動出貨需求 全新周漲18%站回300元大關

全新 (2455-TW) 受惠 AI 強勁需求帶動股價大漲,加上中國開放磷化銦 (InP) 基板原料出口,上周在光通訊族群回神下,周漲 18.09%,不僅收回月線,股價更攻上 333 元,單周成交量也擴增至 5.1 萬張。

from news.cnyes.com

股市2026年7月26日
AI需求夯 繼電器廠松川AI DC類產品營收大增8成 占比提高至17%

繼電器廠松川在涵蓋數據中心變頻器、伺服器電源與不斷電系統等高電壓大電流產品從 2025 下半年起開始明顯放量,同時,不僅推升松川在營收高速成長並連創新高,且這一類產品應用的應用的占比也由去年同期 12% 提高到 17%。

from news.cnyes.com

股市2026年7月26日
輝達RTX Spark AI PC未賣先轟動 助攻PC產業下半年旺季

全球筆記型電腦與個人電腦產業展現強勁復甦動能,法人指出,隨著第三季正式進入傳統 PC 旺季,筆記型電腦、主機板與伺服器出貨量同步向上,預期整體產業營收將較第二季成長 6%,下半年營運展望樂觀向上。

from news.cnyes.com

股市2026年7月25日
〈熱門股〉永道-KY獲需求升溫及新產能挹注營收發威 周漲18.5%

RFID 電子標籤廠永道 - KY(6863-TW) 在完工的越南新廠效益挹注之下,同時受惠客戶拉貨增溫,營收正向走高,外資連 5 日買超,股價本周收在 117.5 元,創近 3 個月來新高,股價周漲 18.57%。

from news.cnyes.com

AI2026年7月25日
Kalshi demands Netflix take down trailer for ‘Prediction Games’ documentary

Kalshi claims the trailer is “defamatory” and contains “both fabricated documents and false and misleading statements.”

from techcrunch.com

AI2026年7月25日
Librarians are hosting viral ‘Avoiding AI’ workshops for people who are fed up with Big Tech

At libraries around the country, "Avoiding AI" workshops have elicited unprecedented demand.

from techcrunch.com

AI2026年7月25日
One fallen power line exposed a growing AI data center problem. Here’s how to fix it.

A close call in Northern Virginia revealed just how poorly data centers respond to grid disruptions. Here's how to fix the problem.

from techcrunch.com

AI2026年7月25日
I tried out OpenAI’s new AI keypad — which will be fun for some coders and slightly mystifying to everyone else

OpenAI's fancy new AI keypad will be a lot of fun for some, while many others are probably not going to touch it.

from techcrunch.com

AI2026年7月24日
SpaceX launches new V3 Starlink satellites but suffers another booster failure

The company ticked off a few more boxes on the second Starship V3 flight, but appears to have had another issue relighting the booster's rocket engines.

from techcrunch.com

AI2026年7月24日
VentureBeat Research: Where enterprise AI agent governance hasn't caught up

Enterprises deployed AI agents ahead of the controls needed to manage them — and they did it knowingly. That is the central finding across the five parallel surveys VentureBeat Research fielded in June, spanning every layer of the agentic stack. Now those enterprises are retrofitting to catch up with their own standards, and they are budgeting for it: In each of the five control layers we measured, 57 to 68% of enterprises plan to switch vendors or add new ones within 12 months, and roughly a th

from venturebeat.com

股市2026年7月25日
Think this stock market is in a bubble? These earnings numbers say otherwise.

Stay with the AI trade and overweight technology stocks, according to one earnings expert.

from marketwatch.com

股市2026年7月25日
Before you ask AI to invest your life savings, you need to understand its hidden biases

Bots can build a portfolio in seconds — but wait until you see where their financial advice fails.

from marketwatch.com

股市2026年7月25日
‘Time will tell whether that was a good bet’: My adviser got me a full SpaceX IPO allocation. Was I lucky?

“Investors frequently receive only a small fraction of the shares they request — if they receive any at all.”

from marketwatch.com

股市2026年7月25日
Running out of money is not the saddest retirement mistake you can make. This is.

The saddest financial mistake in retirement has nothing to do with running out of money.

from marketwatch.com

股市2026年7月25日
Farmers are already set for a $55 billion payday — why does Washington want to give them more?

Lawmakers fuel the national debt crisis with an $11 billion farm bailout nobody needs.

from marketwatch.com

股市2026年7月25日
完整獎號一次看!5、6月統一發票開獎千萬特別獎「38548029」

115 年 5、6 月期統一發票今 (25) 日開獎,特別獎號碼開出為「38548029」

from news.cnyes.com

股市2026年7月25日
〈熱門股〉勁豐今年銷售成長性審慎樂觀 連2根漲停創近20個月高

〈熱門股〉勁豐今年銷售成長性審慎樂觀 連二根漲停創近 20 個月高

from news.cnyes.com

股市2026年7月25日
〈熱門股〉海運具多重支撐力 萬海周漲近1成創近5個月新高

〈熱門股〉海運具多重支撐力 萬海周漲近 1 成創近 5 個月新高

from news.cnyes.com

股市2026年7月24日
SpaceX is banking on a successful Starship launch to stem the stock’s bleeding

The newest timeline has Starship due to take flight on Friday.

from marketwatch.com

股市2026年7月24日
揚明光學上半年EPS 0.1元 估Q3車用光學產品成長

揚明光學今 (24) 日召開董事會,通過第二季財報營收 7.38 億元,毛利率 16.44%,營業損失 1,286 萬元,稅後純益 514 萬元,每股盈餘 0.05 元。上半年稅後純益 1,112 萬元,年增 35.36%,EPS0.1 元。

from news.cnyes.com

股市2026年7月24日
台苯因應連4年虧損 宣布10/1起苯乙烯廠停產以改善經營績效

台苯今日傍晚於證交所發布重訊,台苯表示,受制於產能嚴重過剩,導致產品價格下滑,成本不斷墊高,台苯營運績效因未見改善,宣布 10 月 1 日停產於高雄林園的苯乙烯廠。

from news.cnyes.com

股市2026年7月24日
〈高雄專區一周年〉銀行、證券、保險、投信顧齊發力 卓揆肯定產官合作鏈結國際

行政院長卓榮泰今 (24) 日親臨「高雄專區周年記者會」,並在金管會主委彭金隆及高雄市場陳其邁陪同下,逐一巡視銀行、證券、投信投顧及保險等四大金融產業共六大主題展區。專區成立一年以來,

from news.cnyes.com

股市2026年7月24日
Verizon’s stock rises after earnings — and a surprise entry into a new AI business area

Thanks to its “dark fiber” deal with Google, Verizon has a “new revenue stream that’s above our core business,” its CFO says.

from marketwatch.com

股市2026年7月24日
Don’t rush to save Social Security, AARP tells Congress: ‘It should be debated openly — not through an accelerated process’

The Promise Act would curtail proper debate, the senior-focused organization said.

from marketwatch.com

股市2026年7月24日
FDA advisers vote against sleep peptide as they debate safety and health claims

An FDA advisory committee is meeting for two days to discuss whether seven peptides — which have become popular in wellness circles — should be allowed to be compounded.

from marketwatch.com

股市2026年7月24日
Why there are still more Trump tariffs expected — even after this past week’s rollouts

The Trump administration’s trade fights are far from over, even after its big move on Thursday evening to maintain its elevated tariffs for 60 economies.

from marketwatch.com

AI2026年7月23日
Agentic coding goes hands-free as OpenAI brings GPT-Live's full duplex voice control to Codex and ChatGPT on the desktop

Two weeks after debuting its more naturalistic GPT-Live audio AI model with full-duplex capabilities (listening and speaking at the same time), OpenAI is bringing it directly into developer workflows. The company announced that GPT-Live now powers the ChatGPT desktop application on macOS and Windows, integrating directly with agentic systems like Codex and ChatGPT Work (which are separate experiences available in the ChatGPT desktop app). When OpenAI initially launched GPT-Live on July 8, 2026,

from venturebeat.com

AI2026年7月23日
Microsoft launches new in-house AI models it says cut costs up to 89% versus OpenAI

Microsoft AI released two new in-house models into public preview on Wednesday — MAI-Image-2.5-Pro, its highest-fidelity image generator to date, and MAI-Voice-2-Flash, a speech model built for high-volume enterprise workloads — while publishing production data that amounts to the company's most aggressive argument yet that it can power its own products without leaning on OpenAI's frontier models.The announcement, made by Microsoft AI's Superintelligence team, lands roughly a year

from venturebeat.com

AI2026年7月24日
Anthropic launches Claude Opus 5, a cheaper AI model for coding, agents and enterprise workflows

Anthropic released Claude Opus 5 on Friday, a model the company says delivers nearly all the intelligence of its top-of-the-line Claude Fable 5 at half the cost — a launch that signals how the AI race is shifting from raw capability to the economics of daily use.The model, available immediately on all of Anthropic's platforms, is priced at $5 per million input tokens and $25 per million output tokens, unchanged from its predecessor, Opus 4.8. It becomes the new default model on Claude Max,

from venturebeat.com

AI2026年7月24日
India’s move against Jack Dorsey’s Bitchat sparks legal debate

The offline messaging app surged in popularity in India amid protests in New Delhi.

from techcrunch.com

AI2026年7月24日
Anthropic launches Opus 5

Opus 5 will be both cheaper and less restrictive than Fable, likely making it preferable in most use cases

from techcrunch.com

AI2026年7月24日
Build in public, fail in public: what it’s like to be a founder under 20 right now

AI tools have democratized the opportunity to build, shortening the timelines of success and enabling more young people to start successful companies without stepping foot inside a Big Tech company.

from techcrunch.com

AI2026年7月24日
Anduril reportedly in talks to raise funding at $100B valuation, more than 3x last year’s mark

Anduril is said to be raising a new round of funding that may push its valuation up to about $100 billion, per Reuters.

from techcrunch.com

AI2026年7月24日
US accuses American of allegedly wiping his phone using a ‘duress’ password during border search

A U.S. citizen has asked a court to throw out the government's claim that he gave over a passcode to border authorities that wiped his phone's data, opening up fresh questions about a person's constitutional rights at the U.S. border.

from techcrunch.com