天天财经-提供金融入门知识-投资理财技巧-台股

营收速报 - 森巨(8942)8月营收2.97亿元年增率高达47.62％
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2026年8月森巨(8942-TW) 营收年增成长47.62% , 盘后股价为42.4元
882家上柜公司永续报告到齐！绿色证券认证分2级 ESG评鉴「额外加分」最吸睛
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柜买中心指出，上柜公司已顺利完成114年度永续报告书申报作业，共有882家公司完成申报，其中有12家为自愿申报，显见企业对提升永续资讯透明度的重视。为持续协助上柜公司将永续发展融入经营策略，柜买中心鼓励企业参与今(115
博大8月营收续创新高客户需求及接单动能维持强劲
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博大8月营收续创新高客户需求及接单动能维持强劲
《价值型投资最新产业研究报告》仓和 (6538-TW) 美国电池片扩产，高规格网版带动营运升温
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庆龙老师昨天公开的隐藏版绩优股，一路抱上来，昨天台股重挫八百点依然亮灯涨停，今天继续一价锁涨停，研究一下这个公司产业。仓和 (6538-TW)是太阳能电池精密网版厂，近期营运转强的核心来自美国客户开始建立电池片产能，带动高规格产品出货增加。 8月合并营收1.68亿元，月增6.81%、年增55.67%，公司说明主要原因是太阳能网版销量大幅提升。前8月累计营收10.22亿元，较去年同期微增0.07%。累计数字仍接近去年，但6月至8月的单月营收连续走高，显示美国出货增加后，营运动能正在加快。第二季营
〈焦点股〉破发涌低接买盘！009828挂牌2日连爆10万张巨量暂居ETF之冠
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中信台日韩PCB ETF(009828-TW)昨(2)日正式挂牌上市，尽管大盘震荡、首日收盘跌破发行价，但低接买盘积极进场
〈焦点股〉美科技股反弹、美债殖利率回落统一股债主动式双雄领军抗跌
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国际油价涨幅收敛，加上美国10年期公债殖利率自高点回落，投资人对通膨担忧降温，美股四大指数全面收红。
〈焦点股〉戴尔财报报喜带旺纬创价量齐扬涨逾半根停板
2026-09-03 网络阅读（45）
戴尔(DELL-US)上季财报报喜，营收469.7亿亿美元，调整后EPS 7.04美元，优于市场预估，并同步上调全年营收至1930亿美元，而戴尔为纬创(3231-TW)主力客户之一，激励纬创今(3)日价量齐扬，涨逾半根停
双鸿Vera Rubin水冷板重回辉达推荐名单9月底拚认证、GB300加单推升下半年营运
2026-09-03 网络阅读（45）
2026年09月03日（优分析／产业数据中心报导）⸺ 散热大厂双鸿(3324-TW)在辉达Nvidia(NVDA-US)新一代Vera Rubin平台供应进度出现转折，水冷板重新列入辉达推荐供应名单，目前目标9月底完成认证，分歧管(Manifold)供货则维持稳定。短期营运动能主要来自GB300追加订单与新平台量产，法人预估第三季营收季增率15%至20%，共识值为18.69%，第四季可望成为全年高峰。因应AI伺服器液冷需求增加，双鸿也持续扩充水冷板产能。对双鸿而言，Vera Rubin认证的
〈餐饮乐搭AI商机〉企业户抢日期抢场地尾牙宴会桌价增逾2成
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企业户抢日期抢场地尾牙宴会桌价增逾2成
〈餐饮乐搭AI商机〉AI厂、金控大型尾牙宴需求涌现云品估全年接单创高
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云品宴会拿下AI厂、金控大型尾牙宴估全年接单创1.1万桌新高

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