天天财经-提供金融入门知识-投资理财技巧-热点新闻

熊本7.1强震台积电捐2.5亿日元助重建 JASM厂已恢复正常运作
2026-08-04 网络阅读（79）
日本熊本县日前发生规模 7.1 强震，造成众多伤亡、公共交通受阻等影响，台积电 (2330-TW)(TSM-US) 也宣布捐赠 2 亿 5 千万日元，折合新台币约 5,000 万元，支援受灾地区的复旧与复兴工作。同时，透过台积电慈善基金会，
鼎泰丰又一家门市熄灯中国仅剩14家门市
2026-08-04 网络阅读（76）
知名餐饮品牌鼎泰丰又有一家中国门市停业，鼎泰丰 3 日（周一）发布公告，称因租赁合约到期，鼎泰丰上海港汇店当日起正式停止营业，建议顾客可选择徐家汇中心店用餐。
台美集保结算机构深化合作强化复委托交割安全与公司行动服务
2026-08-04 网络阅读（80）
台美集保结算机构深化合作强化复委托交割安全与公司行动服务
历时6个月 SK海力士携手SanDisk 发布HBF首个标准规范
2026-08-04 网络阅读（68）
SK 海力士今 (4) 日宣布，公司与 Sandisk 合作，共同发布下一代储存技术高频宽快闪记忆体 (HBF) 的首个标准规范。
长圣CDMO与新药开发双引擎发酵 7月营收9925万元创高
2026-08-04 网络阅读（93）
长圣 (6712-TW) 公告 7 月营收 9925 万元，年月双成长，其中年增超过 2 成。长圣指出，受惠再生医疗与细胞治疗市场需求升温，带动 CDMO 业务稳定放量，「CDMO + 新药研发」双引擎策略持续发酵。
三星晶圆代工产能利用率冲100% 最快Q3转亏为盈
2026-08-04 网络阅读（73）
在人工智慧（AI）与高频宽记忆体（HBM）需求的强劲驱动下，三星电子 (005930KS) 晶圆代工下半年的产能利用率有望冲刺 100%，意味着困扰公司逾一年的慢性亏损结构，即将迎来历史性的转捩点。根据韩媒《朝鲜日报》报导，三星晶圆代工目前的产能利用率已处于 70% 至 80% 的区间，结合现有的订单积压与各项合约推进进度，年内实现满产几乎已成定局。三星电子在二季度的业绩说明会中指出，各制程节点的利用率均较去年同期出现显著改善，特别是 8 奈米以下的先进制程已达到最高水准，预计今年的 2 奈
财经名嘴：华尔街最新「篮子交易」正创造逢低布局机会
2026-08-04 网络阅读（81）
《CNBC》财经节目主持人 Jim Cramer 周一 (3 日) 表示，华尔街近期盛行的「篮子交易(Basket Trades)」正在扭曲许多股票的价格表现，投资人反而可以利用这些错价寻找布局机会。
台新00962月配息金额大增1倍创新高年化配息率达13%
2026-08-04 网络阅读（75）
台股 AI 投资狂潮与除权息旺季的双重利多正式引爆！根据投信投顾最新公告，同时结合 AI 成长动能及息收优势的台新 AI 优息动能 (00962-TW)ETF 8 月预计每单位配发 0.16 元
Hugging Face执行长：中国AI靠开放权重模型领先　年底或反超美国
2026-08-04 网络阅读（71）
全球最大开放式 AI 平台 Hugging Face 共同创办人兼执行长 Clément Delangue 周一 (3 日) 说，中国已在 AI 竞赛中取得领先，尤其在「开放权重」模型领域占据主导地位，按当前速度，今年底或明年就可能在先进模型领域反超美国。 Delangue 解释，开放权重模型公开训练后的参数档，允许公众下载、修改与自托管运行，但不揭露原始训练资料与训练程式码，层级低于完全开源 (Open Source)。中国业者凭借开放协作与共享生态，让技术迭代远快于美国；反观美
亿光在美控告日亚化提起LED专利侵权诉讼
2026-08-04 网络阅读（74）
LED 厂亿光 (2393-TW)7 月 30 日向美国密西根东区联邦地方法院南部分院提起专利侵权诉讼，对日亚化提起专利侵权诉讼，控告日亚化所制造及销售之高功率 LED 产品侵害亿光美国覆晶第 7,554,126 号专利。

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