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"shortTitle": "矽格10月营收21亿元续创历史新高 AI产品比重可望突破30",
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"description": "IC 封测厂矽格(6257-TW)今(4)日公布10月营收为21亿元,月、年双增,续创单月历史新高,单月营收连4个月突破20亿元;矽格表示,随着、光子积体电路(PIC)及光引擎(Optical Engine)等相关测试技术布局,AI相关产品比重将突破30%。 矽格10月营业21亿元,月增1%,较去年同期增加近22%;累计前10月营收194.5亿元,年增21%。 矽格表示,本公司策略切入AI及光子传输封测市场,随着AI资料中心朝高速传输、低功耗及光电整合架构发展,矽光子与高速光通讯已成为AI Co",
"createdAt": "2026-11-04T10:16:15.000Z",
"author": "网络",
"pv": 19,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 23301,
"title": "倚天酷碁前三季获利、10月营收均创同期高 Q4迎旺季营运走强",
"shortTitle": "倚天酷碁前三季获利、10月营收均创同期高 Q4迎旺季营运走强",
"img": "https://cimg.cnyes.cool/prod/news/6646514/l/1575b850447eb2db44ac371a2f226787.jpg",
"description": "倚天酷碁第三季税后纯益5142万元、EPS 0.83元,前三季税后纯益1亿元、EPS 1.65元,均创同期新高。 10月营收5.17亿元、年增104%,前10月营收43.7亿元、年增70.03%,同写同期新高。 看好欧美黑色星期五、圣诞节旺季带动跨境电商与品牌产品升温,挹注第四季营运。",
"createdAt": "2026-11-04T10:15:09.000Z",
"author": "网络",
"pv": 16,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 23302,
"title": "巨亨速报 - Factset 最新调查:国巨(2327-TW)目标价调降至940元,幅度约6%",
"shortTitle": "巨亨速报 - Factset 最新调查:国巨(2327-TW",
"img": "",
"description": "根据FactSet最新调查,共15位分析师,对国巨(2327-TW)提出目标价估值:中位数由1000元下修至940元,调降幅度6%。其中最高估值1310元,最低估值710元。综合评级 - 共有15位分析师给予国巨(2327-TW)评价:积极乐观16位、保持中立1位、保守悲观0位。国巨(2327-TW)今(4日)收盘价为449元。近5日股价下跌13.05%,相关零组件业近5日下跌11.75%,集中市场加权指数下跌6.05%,短期股价无明显表现。资料来源:Factset,数据仅供参考,不作为投资建议",
"createdAt": "2026-11-04T10:10:31.000Z",
"author": "网络",
"pv": 15,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 23303,
"title": "〈电子五哥营收〉英业达10月营收799.66亿元创同期高 伺服器展望维持正面",
"shortTitle": "〈电子五哥营收〉英业达10月营收799.66亿元创同期高 伺",
"img": "https://cimg.cnyes.cool/prod/news/6646638/l/3b055be9050cc999da82e70a5f59604d.jpg",
"description": "英业达(2356-TW)今(4)日公告10月营收799.66亿元,月对月虽衰退,但年增逾4成,且累计今年前10月营收8222.28亿元,同样年增逾4成,10月及前10月营收同步写下历史同期新高。英业达指出,目前伺服器展望正面,但需持续观察缺料状况是否改善。 英业达10月营收799.66亿元,月减18.93%,年增46.02%;累计今年前10月营收8222.28亿元,年增43.08%。英业达指出,由于9月适逢季底拉货,使得10月营收下滑。 英业达10月笔电出货140万台,月",
"createdAt": "2026-11-04T10:08:05.000Z",
"author": "网络",
"pv": 16,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 23304,
"title": "AI成长完全没有崩坏、弯腰捡钻石机会、建荣、高侨",
"shortTitle": "AI成长完全没有崩坏、弯腰捡钻石机会、建荣、高侨",
"img": "https://cimg.cnyes.cool/prod/news/6646656/l/c32241a11cff089210b88fcf49f50463.jpg",
"description": "台股开高走低,盘中一度重挫1,451点,终场跌358点收42,948点,留下1,093点下影线。 9月外销订单1,142.1亿美元年增62.4%,AMD第3季营收134亿美元,AI需求仍强。 后市看41,155~41,610点支撑,低接不追高,聚焦AI、CPO/矽光子等基本面股。",
"createdAt": "2026-11-04T10:07:54.000Z",
"author": "网络",
"pv": 16,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 23305,
"title": "〈电信三雄财报〉中华电信Q3纯益122.2亿元 EPS1.57元超越财测高标",
"shortTitle": "〈电信三雄财报〉中华电信Q3纯益122.2亿元 EPS1.5",
"img": "https://cimg.cnyes.cool/prod/news/6646532/l/c062900d6159d318887d95448b75f3ac.jpg",
"description": "中华电信第3季营收675.9亿、EPS1.57元,营收获利与每股纯益皆超越财测高标 核心电信业务稳健,5G渗透率近50%;1Gbps以上宽频用户年增52%,行动服务营收年增2.9% ICT营收创5年同期新高,海缆与卫星挹注;iPhone Duo到货少、供不应求",
"createdAt": "2026-11-04T10:04:40.000Z",
"author": "网络",
"pv": 22,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
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}