天天财经-提供金融入门知识-投资理财技巧-台股

〈焦点股〉望隼受惠中日订单回流8月营收创单月高走扬收复5日线
2026-09-08 网络阅读（42）
隐形眼镜厂望隼(4771-TW)受惠中国与日本客户订单持续回流，带动销售成长，进一步推升8月营收达4.37亿元，年增7成，创单月历史新高纪录，激励望隼今(8)日走扬，一举站回5日线。
〈焦点股〉可成8月营收10亿元年减4成脸绿失守月线关
2026-09-08 网络阅读（47）
机壳厂可成(2474-TW)公告8月营收10.03亿元，年减4成，累计今年前8月营收85.15亿元，年减逾3成。可成指出，随着AI产品陆续进入量产，营收可望逐步回温，预计第三季、第四季AI相关业务营收贡献更为显著。
【优分析即时新闻】胜一(1773)8月营收年增44.62%创高，电子级溶剂占比拉高至75.8%、台积电依赖度破四成
2026-09-08 网络阅读（42）
2026年09月08日（优分析／产业数据中心报导）⸺ 胜一8月营收13.84亿元，年增44.62%、月增3.61%，主要受惠半导体客户新厂完工，晶圆制程与设备清洗需求增加；前8月累计营收93.73亿元，年增23.96%。公司为台湾前3大溶剂厂，电子级溶剂占比持续攀升，2026年第一季已拉高至75.8%，其中半导体级溶剂是成长最快的核心区块。 (图片来源：优分析产业资料库) 台积电依赖度升破四成，3nm清洗液认证中台积电营收占比自2025年的38.2%，2026年第一季进一步升至40%以上，目前
统新(6426)连三涨！订单能见度从2周拉长至4个月，DWDM需求有多强？
2026-09-08 网络阅读（46）
2026年09月08日（优分析／产业数据中心报导）⸺ 光通讯滤光片厂统新(6426-TW)今（8）日盘中攻上325.5元涨停。市场正在交易的，不只是AI光通讯题材，而是公司的订单能见度已由过去约2至3周，逐步拉长至3至4个月，显示客户下单时间提前，高阶DWDM滤光片需求与供需状况同步转强。订单从2周看到4个月，透露什么讯号？对统新而言，订单能见度拉长，代表客户不再只依短期需求下单，而是为了确保供货，提前安排未来数月的采购与出货排程。统新的订单能见度先由2至3周延长至1至2个月，近期再拉长到
〈台股开盘〉权值股疲弱、题材股各自表现黑翻红冲高涨逾200点
2026-09-08 网络阅读（44）
台股今(8)日开高震荡多空拉锯，在电子权值股熄火下，盘中一度翻黑下跌逾200点，下跌0.42%，盘中受权值股回升，由黑翻红涨逾200点，盘面上以个股题材各自表现，盘中暂报47,532点，涨207点或0.44%。
咏升前8月营收创近9年同期高五大事业接单动能齐步扩大
2026-09-08 网络阅读（41）
咏升前8月营收创近9年同期高五大事业接单动能齐步扩大
今国光8月营收5.56亿元年增1.06倍热成像镜头营收创新高
2026-09-08 网络阅读（43）
光学元件厂今国光(6209-TW)公布最新营收资讯，2026年8月营收5.56亿元，月增6.20%、年增106.76%，创近13年来单月新高；累计2026年1-8月营收34.95亿元，年增69.57%。
【优分析即时新闻】药华药(6446)8月营收年增105.4%创高，Ropeg美日ET药证齐发抢攻双倍病患市场
2026-09-08 网络阅读（53）
2026年09月08日（优分析／产业数据中心报导）⸺ 药华药2026年正式由单一适应症迈向多适应症放量，8月单月营收27.4亿元，月增4.4%、年增105.4%再创历史新高，前8月累计营收172.2亿元，年增81.2%。第二季毛利率冲上94.2%，营业利益31.6亿元、年增188%，营益率46.0%，较首季的40.8%进一步拉升，法人预估2027年营收仍可望年增逾六成。 ET药证全球齐发，可治疗患者规模翻倍日本厚生劳动省于8月24日核准Ropeg用于所有成人ET患者，为全球首个核准用于全线ET
【优分析即时新闻】威刚(3260)8月营收飙279%再创新高！AI记忆体超级循环启动，库存战略成获利关键
2026-09-08 网络阅读（49）
威刚营收连6月创高！AI需求取代PC循环，记忆体景气进入新阶段威刚(3260-TW)在 AI 驱动的记忆体超级循环中，凭借精准的低价库存布局与提前签订的长期供货合约(LTA)，在缺货涨价周期中掌握「有货可卖」的关键优势。2026年8月营收连续6个月创新高，累计前8月营收突破千亿元，营运规模已彻底摆脱过去PC景气循环的束缚。 2026年8月营收达189.3亿元，月增2.97%、年增279.81%，连续6个月创下单月历史新高。累计前8月营收则来到1,015.8亿元，年增218.14%，已经远超过2
【优分析即时新闻】世纪*(5314)连2日亮灯！营收两年暴增34倍，AI大健康、无人机题材再点火
2026-09-08 网络阅读（54）
2026年09月08日（优分析／产业数据中心报导）⸺ 世纪*(5314-TWO)今（8）日再度攻上涨停价38.7元，继昨日涨停后连续第二个交易日亮灯，两日累计上涨约21%。市场正在交易的，不只是短线筹码转强，而是公司近年营收爆发成长，加上「凤凰计划」并购效益，以及AI智慧大健康、低空经济无人机等题材重新发酵。营收两年暴增34倍，生技保健才是主力世纪*原本以MCU设计及安防监控业务为主，2024年开始跨入保健食品与新零售市场，营收也从2023年的0.85亿元，增加至2024年的6.28亿元，2

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