天天财经-提供金融入门知识-投资理财技巧-热点新闻

宏和科技14个月狂涨40倍！被逐出豪门30年后的他用「一块布」打造市值逾1.1兆商业帝国
2026-07-02 网络阅读（104）
中国电子布龙头企业宏和科技 (603256-CN)总市值在上周三 (6 月 24 日) 突破人民币 2400 亿元(约 1.13 兆台币)，这家一年前还名不见经传的电子材料厂商，在 AI 浪潮下俨然成为资本市场最耀眼的明星之一。截至周四 (7 月 2 日) 收盘，宏和科技 A 股股价收低 8.88% 至每股 233.23 元，但今年来累计涨幅仍达 514.57%。受 AI 伺服器对低介电 (Low-Dk)、低热膨胀系数(Low-CTE) 特种电子布爆发式需求驱动，自 2025 年 4 月低点
营收速报 - 艾笛森(3591)6月营收2.42亿元年增率高达34.83％
2026-07-02 网络阅读（92）
2026年6月艾笛森(3591-TW) 营收年增成长34.83% , 盘后股价为26.35元
物流强强联手抢占版图！中华邮政携手全家「全+邮宅配」10公斤送上门89元
2026-07-02 网络阅读（88）
为因应电商物流市场成长及消费者多元寄件需求，中华邮政公司携手全家便利商店，自即日起推出「全 + 邮宅配」服务，民众可至全家便利商店交寄 10 公斤以下国内包裹，由中华邮政配送至指定地址，每件优惠价 89 元，提供 24 小时的寄件服务。
《虚拟资产服务法》三读通过台湾大林之晨：有助虚拟资产产业往前推进
2026-07-02 网络阅读（94）
立法院院会周二 (30 日) 三读通过《虚拟资产服务法》，首度针对虚拟资产建立专法监理架构。台湾大总经理林之晨指出，在《虚拟资产服务法》通过，让台湾虚拟资产产业开始合法化落地，有助产业往前推进。
营收速报 - 晶豪科(3006)6月营收48.45亿元年增率高达328.35％
2026-07-02 网络阅读（87）
2026年6月晶豪科(3006-TW) 营收年增成长328.35% , 盘后股价为218元
软体反向主导硬体！OpenAI自研晶片掀起「智慧自举」矽片战
2026-07-02 网络阅读（130）
OpenAI 联手博通 (AVGO-US) 发表首款发表首款自研 AI 推理处理器「Jalapeño」，采用台积电 3 奈米制程，备受市场关注的是，该晶片由 OpenAI 模型深度参与设计，象征 AI 首度反向主导硬体开发，开启「智慧自举」架构新阶段。随着生成式人工智慧对算力需求迎来爆发式增长，全球 AI 巨头之间的军备竞赛已正式从「软体模型」延伸至「底层矽片」。作为专为 Transformer 架构量身打造的专用晶片，Jalapeño 在设计之初便跳脱了传统通用
奥特曼新算盘！FT：OpenAI拟5%股权换政府绿灯还打算邀谷歌与Anthropic等AI大厂一起
2026-07-02 网络阅读（96）
英国《金融时报》周四 (2 日) 引述多位消息人士报导，OpenAI 执行长奥特曼已在跟川普政府的早期谈判中，主动提议将 OpenAI 约 5% 股权移交给美国政府，或一个类似主权财富基金的公共工具，让美国公众得以直接分享 AI 产业爆发带来的财富增值。按 OpenAI 最新约 8520 亿美元的私募估值计算，部分潜在股权价值高达约 426 亿美元。消息人士透露，奥特曼已就此构想分别与总统川普、商务部长卢特尼克及财长斯贝森特进行沟通，目前该方案仍处于概念性讨论阶段，但即便最终推进也需要美国国
外资买了一天又跑了大砍890亿三大法人卖超842.55亿元
2026-07-02 网络阅读（97）
台股今 (2) 日受台积电 ADR 重挫影响及电子权值股走弱，早盘开低一度重挫逾千点，盘中随着联发科 (2454-TW) 等电子权值股翻红，指数跌势收敛，最后一盘在台积电遭大砍 5,869 张下，终场下跌 274.83 点或 0.58%，收 46,744.16 点，中止日 K 连 3 红，成交量约 1.01 兆元；三大法人合计卖超 842.55 亿元。观察三大法人今天筹码动向，外资卖超 890.47 亿；自营商卖超 43.28 亿元；投信买超 91.19 亿元，三大法人合计卖超 842.55
〈台股盘后〉权值股稍息中小型题材股窜出跌点缩至274点收46744点
2026-07-02 网络阅读（89）
台股今 (2) 日受台积电 ADR 重挫影响及电子权值股走弱，早盘开低一度重挫逾千点，一度失守 4 万 6 千点大关，盘中随电子权值股翻红，指数跌势收敛至尾盘跌 150 点，最后一盘在台积电遭大砍 5,869 张下，终场下跌 274.83 点。
11.5万人迎退休金活水！政院祭劳退新旧制衔接「双轨」制国营及公部门先行
2026-07-02 网络阅读（90）
行政院今 (2) 日通过劳退纯旧制劳工自愿提缴及提前结清退休金方案，这项被视为劳退制度上路 20 年来的重要衔接措施，正式打破纯旧制与新制专户之间的藩篱。鼓励单一事业单位服务逾 30 年的资深劳工，在留任职场同时提高退休

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