天天财经-提供金融入门知识-投资理财技巧-热点新闻

【优分析即时新闻】泛铨(6830)8月营收创高年增31.95%，矽光子设备MSS HG卡位商转关键年
2026-09-14 网络阅读（46）
2026年09月14日（优分析／产业数据中心报导）⸺ 泛铨2026年8月合并营收2.54亿元，月增5.52%、年增31.95%，单月再创历史新高，前8月累计营收17.09亿元，年增22.67%，同创历年同期新高，主要受惠AI晶片分析需求增加、先进制程材料分析案件稳健成长，及海外据点委案贡献放大。第二季本业已转正，毛利率回升至24.96%，公司预期下半年营收可望逐季走高，2027年第一季有机会交出历来最亮眼的获利表现。海外布局进入收割，上海实验室8月正式营运海外营收占比已由2025年同期的20
【优分析即时新闻】强茂(2481)逆势涨5%！功率半导体缺货涨价，AI机柜含金量暴增近7倍
2026-09-14 网络阅读（42）
2026年09月14日（优分析／产业数据中心报导）⸺ 台股早盘重挫之际，强茂(2481-TW)逆势走高。上午9时52分，股价报157.5元，上涨7.5元或5%，成交量达24,173张，开盘一度下探146元后快速翻红，与大盘及亚洲半导体股走势明显不同。市场可能正在重新交易功率半导体的供需缺口。部分功率元件交期已拉长至52周，主要受到6吋、8吋成熟制程产能缩减，以及AI伺服器与车用需求增加影响。强茂第二季营收39.56亿元、年增16.3%，税后净利年增93.9%；第三季营收估达43.73亿元、年增
灿坤iPhone18线上预购1分钟完售看好买气催动下半年营运添活水
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3C通路龙头灿坤(2430-TW)在台北宣布，官方线上购物网站于9月12日晚间8时正式开放iPhone 18 Pro与iPhone 18 Pro Max预购活动，开卖不到1分钟便迅速秒杀完售。灿坤指出，成功预购者在9月1
〈焦点股〉获黄仁勋喊话护体近10档资安股逆势涨超过半根停板
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〈焦点股〉获黄仁勋喊话护体近10档资安股逆势涨超过半根停板
台股早盘重挫逾760点！台积电跌破2,400元，卖压不只集中权值股
2026-09-14 网络阅读（43）
2026年09月14日（优分析／产业数据中心报导）⸺ 台股早盘下跌逾760点，并非单一市场的资金撤出，而是亚洲半导体股同步遭到调节。上午9时37分，加权指数报45,422.37点，下跌762.48点或1.65%，成交值达2,286.66亿元；台积电(2330-TW)下跌30元至2,380元，跌幅1.24%。韩国股市跌势更重，KOSPI指数一度下跌超过3%，记忆体大厂SK海力士(000660-KR)跌逾5%，三星电子(005930-KR)下跌3.6%。日本日经225指数也下跌1.34%，除了科技
成立5年冲2兆估值？IPO前夕秀连两季获利成绩 Anthropic给「AI烧钱焦虑」打强心针
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外媒引述知情人士最新报导指出，Claude开发商Anthropic在筹备大型IPO前夕释出利好，该公司本季度调整后营业利润有望连续第二季为正，统计口径剔除股权激励等成本，而此举意在缓解投资人对先进AI公司「烧钱太快」的疑虑。《金融时报》报导，财务面显示，在扣除向亚马逊等经销伙伴的收益分成、以及新模型训练成本之前，Anthropic毛利率高于80%。第二季营收约115亿美元，大幅年增14倍。截至7月底，年化营收达650亿美元，远高于去年底90亿美元。对一家成立仅五年、估值约9650亿美元的新创
Docter Inc. 成立医疗事业部　由陈登伟医师领军拓展智慧医疗与健康照护布局
2026-09-14 网络阅读（41）
整合医疗专业、智慧健康科技与数位健康管理，进一步扩大 Docter 医疗健康生态系台北，2026年9月 — Docter Inc. 宣布，因应公司在智慧健康、数位医疗及健康管理领域的持续发展，将成立全新的医疗事业部（Healthcare Division），并由陈登伟医师担任项目负责人，负责医疗事业发展、医疗专业体系建设及医疗机构合作。此次成立医疗事业部是 Docter Inc. 从智慧健康科技，进一步向医疗健康服务领域延伸的重要战略布局，新事业部将结合公司的科技研发能力与医疗专
臻鼎拟发8亿美元无担保ECB今申报生效今年来最大PCB厂筹资案
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臻鼎-KY(4958-TW)拟发8亿美元海外无担保公司债今(14)日申报生效，为今年来最大规模的PCB厂市场筹资案，主办券商为福邦证券(6026-TW)。
〈台股开盘〉升息压力加剧、AI产业三巨头吁放缓先进模型开发台股跌逾700点掼破月线
2026-09-14 网络阅读（40）
美股上周五虽全数收涨，不过中东冲突升温，加上市场担忧美国联准会升息，且AI产业三巨头罕见呼吁放缓先进模型开发进度，拖累台股今(14)日开低走低，跌逾600点，除再度失守4万6关卡，也掼破月线，预估成交量6300亿元。
盘中速报 - 柜买市场加权指数下跌-8.41点至387.11点，跌幅2.13%
2026-09-14 网络阅读（42）
柜买市场加权指数盘中跌幅2.13%，光学镜头、相机模组概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。

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"description": "外媒引述知情人士最新报导指出，Claude开发商Anthropic在筹备大型IPO前夕释出利好，该公司本季度调整后营业利润有望连续第二季为正，统计口径剔除股权激励等成本，而此举意在缓解投资人对先进AI公司「烧钱太快」的疑虑。《金融时报》报导，财务面显示，在扣除向亚马逊等经销伙伴的收益分成、以及新模型训练成本之前，Anthropic毛利率高于80%。第二季营收约115亿美元，大幅年增14倍。截至7月底，年化营收达650亿美元，远高于去年底90亿美元。对一家成立仅五年、估值约9650亿美元的新创", "createdAt": "2026-09-14T02:00:11.000Z", "author": "网络", "pv": 43, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 15630, "title": "Docter Inc. 成立医疗事业部　由陈登伟医师领军拓展智慧医疗与健康照护布局", "shortTitle": "Docter Inc. 成立医疗事业部　由陈登伟医师领军拓展", "img": "https://cimg.cnyes.cool/prod/news/6605477/l/37d9acff4a4c2815e8adf1e27d8759eb.jpg", "description": "整合医疗专业、智慧健康科技与数位健康管理，进一步扩大 Docter 医疗健康生态系台北，2026年9月 — Docter Inc. 宣布，因应公司在智慧健康、数位医疗及健康管理领域的持续发展，将成立全新的医疗事业部（Healthcare Division），并由陈登伟医师担任项目负责人，负责医疗事业发展、医疗专业体系建设及医疗机构合作。此次成立医疗事业部是 Docter Inc. 从智慧健康科技，进一步向医疗健康服务领域延伸的重要战略布局，新事业部将结合公司的科技研发能力与医疗专", "createdAt": "2026-09-14T01:52:19.000Z", "author": "网络", "pv": 41, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { 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"img": "", "description": "柜买市场加权指数盘中跌幅2.13%，光学镜头、相机模组概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。", "createdAt": "2026-09-14T01:34:41.000Z", "author": "网络", "pv": 42, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }