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"content": "<p><strong>9/9台股盘前要闻</strong></p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6601211/l/6b1beb85973abd7e6900212e0e2a9dfa.jpg\" alt=\"〈台股盘前要闻〉外资连三买撑住4万7、台积电2030年起导入ASML的High NA EUV技术\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>1.台股8日终场收47105.78点，下跌220.49点，守住47000点大关，成交量8766.62亿元，其中外资买超132.68亿元，呈连三买，续买华邦电9.3万张，友达8.5万张，南亚科 3.4万张。</p>\n\n<p>2.艾司摩尔(<a href=\"https://invest.cnyes.com/usstock/detail/ASML\" target=\"_self\">ASML-US</a>)台积电(<a href=\"https://www.cnyes.com/twstock/2330\" target=\"_self\">2330-TW</a>)(<a href=\"https://invest.cnyes.com/usstock/detail/TSM\" target=\"_self\">TSM-US</a>)8日共同宣布，台积电将自2030年起在先进制程量产中导入艾司摩尔的High NA EUV技术，并进一步扩大微影光罩尺寸，从现有的6吋光罩扩大至12吋光罩，尺寸放大一倍，进一步提升设备生产力。</p>\n\n<p>3.Arm(<a href=\"https://invest.cnyes.com/usstock/detail/ARM\" target=\"_self\">ARM-US</a>)8日宣布将Arm全面设计 (Arm Total Design) 生态系进一步拓展至实体AI (Physical AI)，首度推出「Arm实体AI全面设计 (Arm Total Design for Physical AI)」，一次串联超过80家合作伙伴，以台积电(<a href=\"https://www.cnyes.com/twstock/2330\" target=\"_self\">2330-TW</a>)、为首的台厂共有9家入列，涵盖AI模型、软体、运算硬体、感测器、虚拟平台及数位孪生等领域，加速机器人、自驾车等自主系统从概念验证走向大规模部署。</p>\n\n<p>4.台塑(<a href=\"https://www.cnyes.com/twstock/1301\" target=\"_self\">1301-TW</a>)四宝自结8月营收，展望今(2026)年3、4季业绩。台塑认为，中东冲突持续反复不定，在原油期货价格居高不下，第3季营业额低于第2季，但9月中国进入石化「金九银十」旺季，加上开工率及产销量提高下，估计第4季业绩将高于第3季。南亚(<a href=\"https://www.cnyes.com/twstock/1301\" target=\"_self\">1301-TW</a>)则持续受惠AI硬体推陈出新，电子材料进入成长起飞期，估第3、4季业绩优于第2季，未来逐季转佳。</p>\n\n<p>5.通路商神脑(<a href=\"https://www.cnyes.com/twstock/2450\" target=\"_self\">2450-TW</a>)8日举办第三季法说会，神脑表示随着下半年苹果与安卓各大品牌旗舰新机接连登场，营运正式进入传统消费电子旺季，依照历年下半年营收均优于上半年的营运轨迹，预期下半年营收与获利表现皆有望超越上半年水准。</p>\n\n<p>6.泰山(<a href=\"https://www.cnyes.com/twstock/1218\" target=\"_self\">1218-TW</a>)8日正式委任友理法律事务所，由行销副总钮安泽代表陪同至台北地方法院递状，对中联油脂、福寿实业(<a href=\"https://www.cnyes.com/twstock/1219\" target=\"_self\">1219-TW</a>)、福懋(<a href=\"https://www.cnyes.com/twstock/1225\" target=\"_self\">1225-TW</a>)及南侨(<a href=\"https://www.cnyes.com/twstock/1702\" target=\"_self\">1702-TW</a>)四家公司提起民事诉讼，针对中联油脂事件造成的相关损失，求偿10亿元。</p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600365\" target=\"_blank\">〈台股盘后〉台积电独撑大局 权值股熄火 跌220点守住4万7</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600630\" target=\"_blank\">外资连三买超132亿元加码华邦电9.3万张、友达8.5万张</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600387\" target=\"_blank\">台积电宣布2030年起导入ASML High NA EUV、微影光罩尺寸扩大一倍</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600272\" target=\"_blank\">Arm抢实体AI商机 揪80家伙伴打造机器人共同架构 台厂8家入列</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600430\" target=\"_blank\">神脑迎苹果与安卓旗舰手机齐发 下半年旺季营收逐季增温拚胜上半年</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600848\" target=\"_blank\">「金九银十」旺季+电子材料产能趋满载 台塑、南亚看好Q4业绩更旺</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600434\" target=\"_blank\">国巨8月营收163.32亿元年增5成创单月新高 AI应用、亚洲需求强劲</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600430\" target=\"_blank\">神脑迎苹果与安卓旗舰手机齐发 下半年旺季营收逐季增温拚胜上半年</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6595271\" target=\"_blank\">中联油品事件再掀波 泰山提告中联、福寿、福懋及南侨求偿10亿元</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6601144\" target=\"_blank\">中信银、台寿相继出手 合计拟砸41亿元参与汉测IPO竞拍</a></strong></p>\n\n<p><strong><a href=\"https://news.cnyes.com/news/id/6600829\" target=\"_blank\">台湾大林之晨：若成功完成精诚公开收购 明年营收挑战电信一哥</a></strong></p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-9339.html\" title=\"万事达卡揭密「智慧商务支付」新趋势 近6成民众准备好让AI当购物管家\">万事达卡揭密「智慧商务支付」新趋势 近6成民众准备好让AI当购物管家</a></li>\n <li><a href=\"/new/tw/article-13170.html\" title=\"巨亨速报 - Factset 最新调查：致茂(2360-TW)EPS预估上修至45.09元，预估目标价为2700元\">巨亨速报 - Factset 最新调查：致茂(2360-TW)EPS预估上修至45.09元，预估目标价为2700元</a></li>\n <li><a href=\"/new/tw/article-178.html\" title=\"营收速报 - 东典(6588)4月营收2,714万元年增率高达155.82％\">营收速报 - 东典(6588)4月营收2,714万元年增率高达155.82％</a></li>\n <li><a href=\"/new/tw/article-7900.html\" title=\"〈焦点股〉散热三雄下半年成长动能可期 纷纷涨逾半根停板\">〈焦点股〉散热三雄下半年成长动能可期 纷纷涨逾半根停板</a></li>\n <li><a href=\"/new/tw/article-6383.html\" title=\"巨亨速报 - Factset 最新调查：台塑(1301-TW)EPS预估上修至1.74元，预估目标价为61.2元\">巨亨速报 - Factset 最新调查：台塑(1301-TW)EPS预估上修至1.74元，预估目标价为61.2元</a></li>\n <li><a href=\"/new/tw/article-7034.html\" title=\"〈台股盘前要闻〉台积电法说报喜 台指期夜盘却暴跌千点 4万5防线又拉警报\">〈台股盘前要闻〉台积电法说报喜 台指期夜盘却暴跌千点 4万5防线又拉警报</a></li>\n </ul>\n</div>",
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