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〈台股盘前要闻〉苏姿丰访台AMD再扩大对台投资、台股续创高外资却转卖

2026-10-07 05:49:43 网络 阅读(1)

台股盘前要闻

1.超微(AMD-US)董事长暨执行长苏姿丰6日访台表示,AMD先前宣布投入台湾供应链的100亿美元投资,目前进度符合计划,随着CPU、GPU及AI需求持续增加,预计将进一步加码台湾;同时,由于目前CPU需求仍高于供给,公司预计2027年大幅增加供应,与主要供应链伙伴的产能规画也已从过去1至2年,一口气拉长至3至5年。

〈台股盘前要闻〉苏姿丰访台AMD再扩大对台投资、台股续创高外资却转卖

2.台股6日持续高档震荡,盘中最高冲上49968点,距离5万点大关仅差约31点,终场上涨110点、收49822点,再创历史收盘新高,不过法人却趁势逢高调节,三大法人合计卖超207.86亿元,其中,外资大砍友达(2409-TW)达8.7万张,投信则大举提款联电(2303-TW)近6万张,成为内外资今日最大卖超个股。

3.台塑(1301-TW)集团转投资公司台塑汽车6日于台中发表「新世代DAF重车」,荷兰DAF(达富)重卡在台销售20年,累计已达1.5万辆,随节能减碳观念盛行,台塑汽车副总经理郑有智表示,目前引进组装重卡仍以燃油车为主,但公司预计明(2027)年,将引进几辆新能源重车,由集团货运车队试营运,待适应台湾运输环境后,有望在2029年引进国内销售。

4.2026台北纺织展(TITAS)于10月6日至8日在南港展览馆1馆登场,经济部产业技术司号召纺织综合所、工研院材化所、纺拓会、鞋技中心、塑胶中心及印研中心等6家法人设置技术司专馆。现场针对机能应用、永续环保及智慧制造三大主题,展出逾40项科专成果。6项亮点技术已导入业者产品开发,技转金额合计约3400万元,预估带动逾13亿元产值。

5.布料及成衣大厂儒鸿(1476-TW)董事长王树文6日表示,目前营运状况比优于前次法说会预期,第四季表现很不错、将优于第三季,全年营收及获利均可望创新高;明年看起来也正向,第一季年成长可望维持正向,整体订单能见度已达第二季。

苏姿丰:AMD将再扩大投资台湾 产能规划已拉长至3至5年

台股创高外资转卖 大砍友达8.7万张、投信提款联电6万张

台塑汽车电动重卡2027交集团先试营运 力拚2029引进销售

〈台北纺织展〉6大亮点登场 经济部技转带动13亿元产值

儒鸿董座:Q4营运向上全年可望创高 明年首季展望乐观

权值股尾盘拉擡 台股震荡甩尾收涨110点 靠拢5万点

台股挑战5万点里程碑 9月前10大定期定额热门标的出炉

雷虎PD-136弹射试飞成功 下周进军美国AUSA军工展

威刚Q3营收530亿元 续创单季新高

创见Q3营收160.7亿元创次高 深化AI及工控应用

南侨持续扩张泰国子公司投资 规划新增至少15亿元规模

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