{"id":128,"date":"2026-04-15T13:57:03","date_gmt":"2026-04-15T05:57:03","guid":{"rendered":"https:\/\/sammywu.me\/?p=128"},"modified":"2026-04-15T13:57:03","modified_gmt":"2026-04-15T05:57:03","slug":"%e6%96%b0%e9%97%bb%c2%b7%e7%b2%be%e9%80%89%e7%ae%80%e6%8a%a5-2026-04-15-14","status":"publish","type":"post","link":"https:\/\/sammywu.me\/?p=128","title":{"rendered":"\u65b0\u95fb\u00b7\u7cbe\u9009\u7b80\u62a5 (2026-04-15)"},"content":{"rendered":"<p>## \u65b0\u95fb\u00b7\u7cbe\u9009\u7b80\u62a5<\/p>\n<p>* **\u5370\u5c3c\u4e3b\u6743\u8d22\u5bcc\u57fa\u91d1 Danantara \u62df\u52a0\u5f3a\u4e2d\u4e1c\u80fd\u6e90\u5b89\u5168\u6295\u8d44**<br \/>\n    > \u7ec6\u8282\uff1a\u5370\u5c3c\u65b0\u6210\u7acb\u7684\u4e3b\u6743\u8d22\u5bcc\u57fa\u91d1 Danantara 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**Victory Giant \u636e\u6089\u5c06\u4ee5\u5b9a\u4ef7\u533a\u95f4\u4e0a\u9650\u53d1\u884c\u9999\u6e2f IPO**<br \/>\n    > \u7ec6\u8282\uff1aPCB \u5236\u9020\u5546 Victory Giant \u5e02\u573a\u8ba4\u8d2d\u706b\u70ed\uff0c\u636e\u6089\u516c\u53f8\u5df2\u51b3\u5b9a\u4ee5\u62db\u80a1\u533a\u95f4\u4e0a\u9650\u786e\u5b9a IPO \u53d1\u884c\u4ef7\uff0c\u663e\u793a\u51fa\u673a\u6784\u6295\u8d44\u8005\u5bf9\u5de5\u4e1a\u7535\u5b50\u9886\u57df\u589e\u957f\u524d\u666f\u7684\u4fe1\u5fc3\u3002<\/p>\n<p>* **Helvetia \u4e0e Baloise \u627f\u8bfa\u81f3 2028 \u5e74\u5411\u6295\u8d44\u8005\u8fd4\u8fd8 36 \u4ebf\u7f8e\u5143**<br \/>\n    > \u7ec6\u8282\uff1a\u6b27\u6d32\u4fdd\u9669\u5de8\u5934 Helvetia \u548c Baloise \u5ba3\u5e03\u4e86\u96c4\u5fc3\u52c3\u52c3\u7684\u8d44\u672c\u56de\u62a5\u8ba1\u5212\uff0c\u627f\u8bfa\u901a\u8fc7\u5206\u7ea2\u53ca\u80a1\u4efd\u56de\u8d2d\u65b9\u5f0f\uff0c\u5728 2028 \u5e74\u524d\u5411\u80a1\u4e1c\u8fd4\u8fd8\u5408\u8ba1 36 \u4ebf\u7f8e\u5143\uff0c\u65e8\u5728\u63d0\u632f\u5e02\u573a\u5bf9\u5176\u957f\u671f\u76c8\u5229\u80fd\u529b\u7684\u9884\u671f\u3002<\/p>\n<p>* **Standard Life \u65a5\u8d44 20 \u4ebf\u82f1\u9551\u6536\u8d2d Aegon UK \u4ee5\u6269\u5f20\u517b\u8001\u91d1\u4e1a\u52a1**<br \/>\n    > \u7ec6\u8282\uff1aStandard Life \u5ba3\u5e03\u4ee5 20 \u4ebf\u82f1\u9551\u6536\u8d2d Aegon \u82f1\u56fd\u4e1a\u52a1\uff0c\u610f\u56fe\u6574\u5408\u8d44\u6e90\u4ee5\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u82f1\u56fd\u517b\u8001\u91d1\u7ba1\u7406\u5e02\u573a\u5360\u636e\u66f4\u5927\u4efd\u989d\uff0c\u5b9e\u73b0\u89c4\u6a21\u6548\u5e94\u3002<\/p>\n<p>* **\u6cf0\u56fd\u9884\u8ba1\u5b8b\u5e72\u8282\u65c5\u6e38\u6536\u5165\u8fbe 9.5 \u4ebf\u7f8e\u5143**<br \/>\n    > \u7ec6\u8282\uff1a\u5f97\u76ca\u4e8e\u5168\u7403\u65c5\u5ba2\u6d8c\u5165\uff0c\u6cf0\u56fd\u653f\u5e9c\u9884\u6d4b\u4eca\u5e74\u7684\u5b8b\u5e72\u8282\u65c5\u6e38\u76f8\u5173\u6536\u5165\u5c06\u8fbe\u5230\u7ea6 9.5 \u4ebf\u7f8e\u5143\uff0c\u8fd9\u5bf9\u5904\u4e8e\u590d\u82cf\u671f\u7684\u6cf0\u56fd\u7ecf\u6d4e\u5177\u6709\u663e\u8457\u63d0\u632f\u4f5c\u7528\u3002<\/p>\n<p>* **\u5e0c\u814a\u5c71\u5730\u65c5\u6e38\u5174\u8d77\uff1a\u907f\u5f00\u4eba\u6f6e\u7684\u7a7a\u4e2d\u89c6\u89d2\u5ea6\u5047\u65b0\u98ce\u5c1a**<br \/>\n    > \u7ec6\u8282\uff1a\u65c5\u6e38\u884c\u4e1a\u8d8b\u52bf\u663e\u793a\uff0c\u5e0c\u814a\u7684\u9ad8\u5c71\u5ea6\u5047\u533a\u6b63\u6210\u4e3a\u9ad8\u7aef\u65c5\u5ba2\u7684\u65b0\u5ba0\uff0c\u65e8\u5728\u907f\u5f00\u8fc7\u5ea6\u62e5\u6324\u7684\u6cbf\u6d77\u666f\u70b9\uff0c\u4f53\u9a8c\u66f4\u4e3a\u9690\u79d8\u3001\u9ad8\u7aef\u7684\u6df1\u5ea6\u6e38\u3002<\/p>\n<p>* **\u53d7 AI \u6295\u8d44\u9a71\u52a8\uff0cASML \u4e0a\u8c03 2026 \u5e74\u9500\u552e\u9884\u671f**<br \/>\n    > \u7ec6\u8282\uff1a\u5149\u523b\u673a\u5de8\u5934 ASML \u5ba3\u5e03\u4e0a\u8c03 2026 \u5e74\u9500\u552e\u989d\u9884\u671f\uff0c\u4e3b\u8981\u539f\u56e0\u5728\u4e8e\u5168\u7403\u6676\u5706\u4ee3\u5de5\u5382\u5728 AI \u7b97\u529b\u82af\u7247\u4ea7\u80fd\u4e0a\u7684\u6301\u7eed\u9ad8\u6295\u5165\uff0c\u76f4\u63a5\u5e26\u52a8\u4e86\u5bf9\u5148\u8fdb\u5236\u7a0b\u8bbe\u5907\u7684\u9700\u6c42\u3002<\/p>\n<p>* **\u65e5\u672c\u62df\u5411\u4e1c\u5357\u4e9a\u63d0\u4f9b 100 \u4ebf\u7f8e\u5143\u8d37\u6b3e\u4ee5\u4fdd\u969c\u77f3\u6cb9\u4f9b\u5e94**<br \/>\n    > \u7ec6\u8282\uff1a\u65e5\u672c\u8ba1\u5212\u901a\u8fc7\u8d37\u6b3e\u63f4\u52a9\uff0c\u534f\u52a9\u4e1c\u5357\u4e9a\u56fd\u5bb6\u589e\u5f3a\u80fd\u6e90\u97e7\u6027\u53ca\u77f3\u6cb9\u50a8\u5907\uff0c\u65e8\u5728\u52a0\u5f3a\u53cc\u8fb9\u5730\u7f18\u7ecf\u6d4e\u8054\u7cfb\uff0c\u786e\u4fdd\u5728\u6ce2\u52a8\u7684\u80fd\u6e90\u5e02\u573a\u4e2d\u4fdd\u6301\u4f9b\u5e94\u7a33\u5b9a\u3002<\/p>\n<p>* **Naver \u53d1\u884c\u9996\u7b14\u6b27\u5143\u503a\u5238\uff0c\u6301\u7eed\u62bc\u6ce8 AI \u9886\u57df\u53d1\u5c55**<br \/>\n    > \u7ec6\u8282\uff1a\u97e9\u56fd\u79d1\u6280\u5de8\u5934 Naver \u5b8c\u6210\u4e86\u9996\u7b14\u6b27\u5143\u503a\u5238\u53d1\u884c\u3002\u6240\u5f97\u8d44\u91d1\u5c06\u4e3b\u8981\u7528\u4e8e\u652f\u6301\u516c\u53f8\u5728 AI \u7b97\u6cd5\u53ca\u5927\u89c4\u6a21\u7b97\u529b\u57fa\u7840\u8bbe\u65bd\u65b9\u9762\u7684\u6269\u5f20\uff0c\u4f53\u73b0\u4e86\u5176\u5728 AI \u6280\u672f\u5168\u7403\u7ade\u4e89\u4e2d\u7684\u51b3\u5fc3\u3002<\/p>\n<p>&#8212;<\/p>\n<p>### \u884c\u60c5\u5206\u6790<\/p>\n<p>\u4ece\u672c\u8f6e\u8d44\u8baf\u770b\uff0c\u5168\u7403\u91d1\u878d\u5e02\u573a\u5448\u73b0\u51fa\u660e\u663e\u7684**\u201cAI \u57fa\u5efa\u5316\u201d**\u4e0e**\u201c\u5730\u7f18\u5b89\u5168\u5316\u201d**\u7279\u5f81\uff1a<\/p>\n<p>1. **AI \u4ea7\u4e1a\u94fe\u5229\u597d\uff08\u5229\u597d\u7f8e\u80a1\u79d1\u6280\u53ca\u8bbe\u5907\u80a1\uff09**\uff1aASML \u4e0a\u8c03 2026 \u5e74\u9884\u671f\u662f\u4e00\u4e2a\u6781\u5f3a\u7684\u98ce\u5411\u6807\uff0c\u9884\u793a\u7740 AI \u4ece\u201c\u5b9e\u9a8c\u9636\u6bb5\u201d\u8f6c\u5411\u201c\u8d44\u672c\u652f\u51fa\u6269\u5f20\u9636\u6bb5\u201d\u3002\u8fd9\u5bf9\u7f8e\u80a1\u534a\u5bfc\u4f53\u8bbe\u5907\uff08\u5982 Applied Materials, Lam Research\uff09\u53ca\u76f8\u5173\u4e91\u7b97\u529b\u4ea7\u4e1a\u94fe\u6784\u6210\u5f3a\u529b\u652f\u6491\u3002<br \/>\n2. **\u6b27\u6d32\u91d1\u878d\u677f\u5757\u56de\u6696**\uff1aHelvetia \u7b49\u4fdd\u9669\u5de8\u5934\u7684\u5de8\u989d\u56de\u9988\u8ba1\u5212\uff0c\u4f53\u73b0\u4e86\u6b27\u6d32\u5927\u578b\u91d1\u878d\u673a\u6784\u5728\u5229\u7387\u73af\u5883\u7ef4\u6301\u9ad8\u4f4d\u80cc\u666f\u4e0b\u7684\u5f3a\u73b0\u91d1\u6d41\u80fd\u529b\uff0c\u5229\u597d\u76f8\u5173\u6b27\u6d32\u91d1\u878d\u677f\u5757\u7684\u4ef7\u503c\u53d1\u73b0\u3002<br \/>\n3. **\u5730\u7f18\u7ecf\u6d4e\u535a\u5f08**\uff1a\u65e5\u672c\u4e0e\u5370\u5c3c\u7684\u80fd\u6e90\u6218\u7565\u6295\u8d44\u8868\u660e\uff0c\u5168\u7403\u80fd\u6e90\u5b89\u5168\u5df2\u6210\u4e3a\u5404\u56fd\u8d44\u4ea7\u914d\u7f6e\u7684\u6838\u5fc3\uff0c\u8fd9\u53ef\u80fd\u4f1a\u6301\u7eed\u63a8\u9ad8\u80fd\u6e90\u57fa\u7840\u8bbe\u65bd\u53ca\u76f8\u5173\u8fd0\u8f93\u80a1\u7684\u6ea2\u4ef7\u3002<br \/>\n4. **\u98ce\u9669\u63d0\u793a**\uff1a\u9700\u5173\u6ce8\u6b27\u6d32\u6570\u636e\u4e2d\u5fc3\u4e0e\u517b\u8001\u91d1\u9886\u57df\u7684\u5e76\u8d2d\u6574\u5408\u8fdb\u7a0b\uff0c\u6574\u5408\u671f\u7684\u7ecf\u8425\u6548\u7387\u538b\u529b\u53ef\u80fd\u5e26\u6765\u77ed\u671f\u7684\u80a1\u4ef7\u6ce2\u52a8\u3002\u603b\u4f53\u800c\u8a00\uff0c\u5e02\u573a\u6d41\u52a8\u6027\u4ecd\u9ad8\u5ea6\u96c6\u4e2d\u4e8e AI \u57fa\u7840\u8bbe\u65bd\u9a71\u52a8\u7684\u786c\u79d1\u6280\u9886\u57df\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>## \u65b0\u95fb\u00b7\u7cbe\u9009\u7b80\u62a5 * **\u5370\u5c3c\u4e3b\u6743\u8d22\u5bcc\u57fa\u91d1 Danantara \u62df\u52a0\u5f3a\u4e2d\u4e1c\u80fd\u6e90\u5b89\u5168\u6295\u8d44** > \u7ec6\u8282\uff1a\u5370\u5c3c [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-128","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/sammywu.me\/index.php?rest_route=\/wp\/v2\/posts\/128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sammywu.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/sammywu.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/sammywu.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/sammywu.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=128"}],"version-history":[{"count":0,"href":"https:\/\/sammywu.me\/index.php?rest_route=\/wp\/v2\/posts\/128\/revisions"}],"wp:attachment":[{"href":"https:\/\/sammywu.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/sammywu.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/sammywu.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}