天天财经-提供金融入门知识-投资理财技巧-热点新闻

SpaceX为微软补AI算力？2027年底拚10GW、年营收冲3000亿美元
2026-08-10 网络阅读（68）
SpaceX 加速跨足 AI 超大规模运算，Semianalysis 估计 2027 年底前新增逾 10GW 算力，年度经常性收入 ARR 有望冲上 3000 亿美元，微软更可能成为最大客户。
全台最大能源展10/14登场汇聚最新能源技术及绿色产业趋势
2026-08-10 网络阅读（67）
台湾国际净零永续展与台湾国际智慧能源周，将于今 (2026) 年 10 月 14 日 - 16 日在南港展览馆举行。贸协表示，作为全台最具规模的再生能源与净零专业展会，展览将汇聚最新能源技术、减碳解方及产业趋势，打造企业掌握市场趋势。
台积电7月营收4676亿元年增44%续创单月新高
2026-08-10 网络阅读（74）
台积电 (2330-TW)(TSM-US) 今 (10) 日公布 7 月营收，达新台币 4,675.8 亿元，月增 5.6%，年增 44.7%，累计前 7 月营收为新台币 2 兆 8,720.64 亿元，年增 37%；受惠 AI 需求强
出口额遭双重反超！今年上半年台韩出口额首度胜日 AI晶片让「日本制造」掉队
2026-08-10 网络阅读（83）
最新数据显示，今年上半年以美元计价的台湾、日本、南韩出口额数字显示，南韩上半年出口额 4963 亿美元、台湾 4166 亿美元，双双首度超越日本的 3844 亿美元。日本虽年增近一成，台韩却都飙涨近五成，写下东亚出口版图的历史性位移。综合《CNBC》与《日本经济新闻》等外媒报导，上述差距源头在 AI 半导体「终端产品」的卡位。台积电吃下先进制程代工、三星与 SK 海力士垄断 HBM，南韩今年上半年半导体出口额 1490 亿美元 (占总出口约 30%)，台湾 1332 亿美元，南韩仅半年就超越
〈焦点股〉AAOI业绩亮眼激励矽光族群抱团亮灯涨停
2026-08-10 网络阅读（62）
AAOI(AAOI-US) 上周五公布第 2 季财报，营收年增 86% 创历史新高，并成功转亏为盈，也带动台厂光通讯族群今 (10) 日持续上攻，联亚、华星光、联钧、光环等多档亮灯涨停。
营收速报 - 顺天(5525)7月营收4.60亿元年增率高达1384.26％
2026-08-10 网络阅读（72）
2026年7月顺天(5525-TW) 营收年增成长1384.26% , 盘后股价为22.1元
营收速报 - 永昕(4726)7月营收8,596万元年增率高达38.56％
2026-08-10 网络阅读（60）
2026年7月永昕(4726-TW) 营收年增成长38.56% , 盘后股价为24.55元
〈焦点股〉台积电买厂传闻加持友达冲涨停群创同步亮灯
2026-08-10 网络阅读（62）
市场传出台积电 (2330-TW) 有意买下友达 (2409-TW) 台中中科厂、扩充先进封装先进产能，并将依循与群创的合作模式，与友达发展先进封装技术；友达今 (10) 日早盘爆量攻涨停，群创 (3481-TW) 也同步亮灯涨停。
山盟公益讲座：走进欧洲高山现场探索马特洪峰后的攀登哲学
2026-08-10 网络阅读（74）
许多攀登者视瑞士马特洪峰（Matterhorn）为一生的梦想，但登顶之后，攀登的意义又是什么？山盟公益协会将于 8 月 17 日（一）晚间 7 点，在台北主办《攀登马特洪峰，之后——入门者的欧洲攀登手札》公益讲座，特别邀
iPhone Ultra配色曝光！首款折叠iPhone传有「两颜色」、相机设计也外泄
2026-08-10 网络阅读（82）
苹果首款折叠 iPhone「iPhone Ultra」配色疑曝光，最新镜头保护配件显示可能采银色与深蓝色，双镜头、胶囊形闪光灯与 LiDAR 设计也同步曝光。

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