天天财经-提供金融入门知识-投资理财技巧-热点新闻

晶技出货佳自结1-7月税前赚15.12亿元每股税前赚进4.45元
2026-08-14 网络阅读（62）
晶技 (3042 - TW) 在 7 月期间 5G 及车用应用产品出货佳，自结 1-7 月税前赚 15.12 亿元，年增 28.1%，每股税前赚进 4.45 元。
集邦：全球OLED萤幕Q2出货季增26.1% 华硕市占23%甩开三星微星紧追在后
2026-08-14 网络阅读（67）
研调机构 TrendForce 指出，2026 年第二季全球 OLED 萤幕市场展现强劲的成长韧性。在各大品牌厂陆续推出新机种、带动整体出货量的同时，适逢中国「618」年度大型电商节庆促销档期的拉货效益加持，
营收上看5000亿美元！马斯克再发豪语： 2027年底xAI资料中心供电容量冲上10GW
2026-08-14 网络阅读（69）
外媒最新报导指出，全球首富马斯克在SpaceX员工会议上透露，旗下 SpaceXAI(原xAI)资料中心电力容量预计明年底前扩大约 7倍，达到10GW，较目前孟菲斯与南海文(Southaven)两处合计1.4GW暴增逾 6 倍，相当于约1.5 年内完成此一跃进。美国科技媒体《Tom's Hardware》周四(13日)报导指出，马斯克在员工大会上宣称，SpaceXAI已建成「全球最强AI训练聚落」，并打算明年底前将其规模扩至当前约10 倍。根据马斯克估算，若每瓦价值约30至50美元且10GW
〈台股盘后〉开高走低跌210点失守4万6大关周线大涨1585点连2红
2026-08-14 网络阅读（62）
台股受权值股、被动元件走弱影响由红翻黑，盘面上军工类股、PCB 及 NB 族群表现较佳，最后一盘在权值股卖压下，下跌 210.47 点，收 45,811.01 点失守 4 万 6 大关，成交量较前日略增收 1.06 兆元
超越美光与AMD！戴尔今年股价狂飙285% 美超微亮眼财报指引新荣景
2026-08-14 网络阅读（78）
戴尔科技(DELL-US)股价今年来累计大涨285%，远胜市场热议的人工智慧(AI)建设概念股，瑞穗交易部门分析师Jordan Klein形容其股价表现「疯狂」，并指出，戴尔股价涨幅已超越「几乎所有大型科技股」。受到投资人追捧的美光(MU-US)今年来累计上涨219%，而超微(AMD-US)超微也有126%的涨幅，但都还追不上戴尔。戴尔周四再度收红，上涨2.1%至每股494.51美元。香港个人电脑及伺服器制造商联想集团(Lenovo)(00992-HK)周四公布亮眼财报，调整后获利大增176
巨亨速报 - Factset 最新调查：智伸科(4551-TW)EPS预估上修至10.67元，预估目标价为232.5元
2026-08-14 网络阅读（64）
FactSet 最新调查：智伸科(4551-TW)EPS预估上修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
巨亨速报 - Factset 最新调查：统一超(2912-TW)EPS预估下修至11.56元，预估目标价为277.5元
2026-08-14 网络阅读（63）
FactSet 最新调查：统一超(2912-TW)EPS预估下修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
撕掉「卖PC」标签！联想转型成功手握540亿美元AI伺服器订单今年大涨290%
2026-08-14 网络阅读（111）
联想周三(13日)揭露2026/27财年第一财季业绩，在6月底为止一季营收269.43亿美元、年增43%，经调整净利10.75亿美元、年涨176%，最亮眼数字落在基础设施方案业务集团(ISG)，AI伺服器在手订单储备达540亿美元，较上季210亿美元季增157%，相当于ISG单季85亿美元营收的6.4倍，未来一年半产能初步排满。财报成绩单一出，联想港股股价在周四(13日)飙涨20.18%，市值约4329亿港元，年内累计涨幅近290%。过去20多年，联想被资本市场锚定在「PC OEM」的叙事，
光聚晶电Q2转盈EPS0.58元全年获利估进一步改善
2026-08-14 网络阅读（63）
光聚晶电 Q2 转盈 EPS0.58 元全年获利进一步改善
生成式AI上市大战开打！OpenAI年化营收破400亿美元迎战强敌Anthropic
2026-08-14 网络阅读（75）
知情人士透露，从目前的营运表现推测，OpenAI的营收年化预估值(run rate)即将突破400亿美元，与2025年底相比已成长一倍，这有助于OpenAI正在筹备的首次公开发行(IPO)，也凸显其与Anthropic之间日益激烈的商业竞争。彭博引述的知情人士说，OpenAI近几个月以来的营收加速成长，原因包括订阅销售需求强劲、广告业务开始展露头角，以及专业软体产品持续成长，尤其是Codex程式码代理工具，以及针对企业用户的ChatGPT Work应用程式。此外，核心的消费性业务也继续成长。

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