天天财经-提供金融入门知识-投资理财技巧-热点新闻

泰山刘伟龙：对泰山4-6月所有大豆油相关商品不分批次全面下架回收
2026-07-24 网络阅读（78）
泰山董事长刘伟龙今天明确指出，即使食药署已公告部分批次商品符合规定，可依法恢复上架，泰山对对 4-6 月所有大豆油相关商品一律全面下架回收，不再重新出货贩售。
〈毒油食安风暴〉台糖防御性下架检验全Pass 产线重启备战中元中秋用油
2026-07-24 网络阅读（97）
高市府卫生局今（24）日完成台糖小港厂查验，确认黄豆料源、报关文件与生产制程全数符合食安规范，沙拉油产线已正式恢复供应。针对中联油品事件，中联等三家业者今日亦已公开道歉。台糖小港厂自 2024 年起经历 18 次抽验皆合格，产线
〈稳懋法说〉PD量产挹注Q3营收看好光通讯产品2027年占比挑战双位数
2026-07-24 网络阅读（133）
稳懋 (3105-TW) 今 (24) 日举行法说会，公告自结第 2 季财报及未来展望说明，稳懋表示，受惠 AI 带动光通讯市场需求爆发，Optical(光学) 产品随着接收端 1.6T PD 于第 2 季末进入量产、开始挹注营收出货。
苯骈芘超标遭退遭罚泰山估本身损失1.5-2亿元福寿估1-1.5亿元
2026-07-24 网络阅读（84）
三大油品厂泰山 (1218-TW)、福寿 (1219-TW)、福懋油 (1225-TW) 今 (24) 日召开重大讯息说明会，对于因油品下架、罚款、赔偿的损失，泰山评估本身为 1.5~2 亿元，而福寿估损失在 1-1.5 亿元。
苯骈芘超标三大油品董座开重讯福懋油将建置自主检验泰山行动支持食安检验
2026-07-24 网络阅读（96）
三大油品厂泰山、福寿、福懋油董事长，刘伟龙、洪尧昆、吴星澄今 (24) 日亲赴证交所联合举行重讯记者会，说明油品苯骈芘超标福懋油董事长吴星澄在会中指出，福懋油将着手建置自主检验能力实验室。
AI 散热的下一波机会，会从哪里来？
2026-07-24 网络阅读（70）
随着 Blackwell、Rubin 等平台功耗与封装尺寸持续放大，均热片、补强框与水冷板的单价及使用量同步提升，率先切入高阶晶片散热的健策(3653-TW)，也因此成为市场最具代表性的受惠者。但现在值得关注的，不只是既有龙头还能成长多少，而是当 AI 运算架构与散热技术进入下一次转折时，是否会出现新的供应链机会。新进者的机会 2026年07月24日（优分析／产业数据中心报导）⸺ 高阶 AI 晶片的散热零组件，不像一般标准零件。每一代晶片都必须依照封装尺寸、功耗与散热需求重新设计，再经过晶
SemiAnalysis：Kimi K3碾压Nemotron 3 Ultra 辉达「委员会模式」遭警讯
2026-07-24 网络阅读（74）
知名半导体与 AI 研究机构 SemiAnalysis 周三 (22 日) 发文指出，月之暗面最新开源模型 Kimi K3(总参数 2.8 兆，完整权重预计 27 日开放)在多项基准测试中大幅超越辉达旗舰开源模型 Nemotron 3 Ultra，直接点名黄仁勋主导的「Nemotron 委员会」开发模式「并非美国开源 AI 的正确路径。 SemiAnalysis 将辉达 Nemotron 委员会模式失利归因于结构缺陷：单一联盟架构限制技术路线流动，滋生「群体思维」，与开源本质矛盾。 SemiAn
研调：AI生产力需求带动折叠手机升级预估2026年市场成长21%
2026-07-24 网络阅读（69）
研调机构 Counterpoint Research 指出，全球折叠式智慧型手机市场预计将于 2026 年成长 21% YoY。市场成长主要来自高阶 Book 型折叠手机需求持续增加、Android 阵营产品竞争升温，以及
三星电子战略转型以先进封装与矽光子布局AI推理时代
2026-07-24 网络阅读（78）
随着生成式 AI 对数据中心基础设施的压力骤增，AI 战场正从高频宽记忆体 (HBM) 延伸至先进封装与矽光子技术。
台股创史上第9大跌点金管会喊话：关注股市波动基本面仍稳健
2026-07-24 网络阅读（70）
台股创史上第 9 大跌点金管会喊话：关注股市波动基本面仍稳健

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