天天财经-提供金融入门知识-投资理财技巧-台股

精确拥三大成长动能连4月营收创新高纪录
2026-09-09 网络阅读（44）
精确拥三大成长动能连4月营收创新高纪录
锋霈自结1-7月每股纯益5.53元超越去年全年 9/10以170元登兴柜
2026-09-09 网络阅读（45）
锋霈环境科技(7934-TW)自结2026年1-7月税后纯益1.28亿元，20225年全年，每股纯益5.53元，将于10日以每股参考价170元登录兴柜。
【40万GPU风暴】台积电竟非首选？ AGI翻倍潜力股曝光？
2026-09-09 网络阅读（42）
你还在担心「拉积盘是不是在出货」吗？真正聪明的大资金早就把目光锁定在「AGI」！辉达(NVDA-US)执行长黄仁勋日前已公开表示「AGI has arrived」。「AGI时代」来了！目前OpenAI的Astra背后使用超过10万颗GPU训练，而黄仁勋谈到接下来还要增加40万颗GPU的算力规模。换句话说，AI竞赛正在从「谁的模型比较聪明」，正式进入「谁能拿到足够算力」的军备竞赛。真正值得投资人注意的，是这背后可能正在形成一条新的AI产业链。 AI 与 AGI 差在哪？「牧羊犬」与「天才合伙人」
欧美商用市场需求强劲带动乔山8月营收48亿元年增逾2成
2026-09-09 网络阅读（45）
乔山公告8月营收48.4亿元，年增超过2成，累计今年前8月营收345亿元，年增逾1成。乔山指出，商用市场需求强劲，北美8月成长超过2成，欧洲市场的德国、西班牙、义大利及波兰等都有超过5成的成长，带动8月营收表现。
〈台股开盘〉电子权值领军、千金股助阵上涨400点挑战昨日高点
2026-09-09 网络阅读（43）
随着费半昨日上涨超过1%，台股今(9)日早盘也强势表态，由电子权值股领军、测试介面与光通讯族群活蹦乱跳，推升指数最高达47,506点，上涨约400点，企图挑战昨日高点，预计今日成交量超过8,000亿元，较昨日收敛。
趋势未变！瑞银喊记忆体缺货延至明年　点名最爱11档：辉达领衔台积电等5台厂入列
2026-09-09 网络阅读（45）
根据瑞银(UBS)基于半导体行业协会(SIA)数据发布的研究报告，全球晶片销售额今年7月月减率9.8%，其中记忆体销售额月减16.3%，剔除记忆体后的积体电路销售额则成长0.9%，但记忆体销售下滑主要源于出货量减少。尽管供给不足拉低7月记忆体收入，DRAM与NAND平均售价仍分别上涨8.3%与9.8%。瑞银预估今年第三季DDR价格将季增22%，NAND合约价上涨20%，「我们现在预计，DRAM和NAND的供应短缺状况将持续到2027年」。瑞银进一步指出，尽管7月销售回落，半导体产业上升周期依
【台股盘前】台股尾盘急扣220点！权王台积电逆势撑盘记忆体与营收创高股获买盘卡位
2026-09-09 网络阅读（42）
前一交易日台股早盘强势冲高至 47,578 点，惟中午 12 点过后追价买盘力道收敛，高位获利与解套卖压连袂涌出致指数翻黑急扣，终场集中市场加权指数下跌 220.49 点（-0.47%），收在 47,105.78 点，成交金额 9,195.5 亿元。盘面呈现权值股台积电（2330）逆势上涨 10 元收 2,470 元独撑大盘，个股强弱分化。一、盘势分析集中市场前一交易日呈现开高走低震荡洗盘，终场下挫 220.49 点收 47,105.78 点，退守短期均线。筹码面上，集中市场外资买超 132
营收速报 - 帏翔(6185)8月营收6,047万元年增率高达43.44％
2026-09-09 网络阅读（46）
2026年8月帏翔(6185-TW) 营收年增成长43.44% , 盘后股价为12.75元
营收速报 - 精技(2414)8月营收45.56亿元年增率高达79.52％
2026-09-09 网络阅读（43）
2026年8月精技(2414-TW) 营收年增成长79.52% , 盘后股价为51.7元
巨亨速报 - Factset 最新调查：环宇-KY(4991-TW)目标价调升至663元，幅度约5.24%
2026-09-09 网络阅读（43）
FactSet 最新调查：环宇-KY(4991-TW)目标价调升，最高估值、最低估值、中位数、综合评级、近5日股价、大盘表现、即时新闻资讯。

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