天天财经-提供金融入门知识-投资理财技巧-台股

童子贤谈「洗产地」争议点出旗下景硕最大先天优势
2026-09-02 网络阅读（48）
ABF载板大厂欣兴近日因涉嫌洗产地遭检调搜索，和硕董事长童子贤今(2)日针对此一争议，点出旗下景硕先天优势，指出景硕在中国没有大型工厂，基本上不受「洗产地」争议所影响。
〈SEMICON〉东台半导体与电子业务占比升至4成下半年营运优于上半年
2026-09-02 网络阅读（45）
东台精机(4526-TW)今(2)日于 SEMICON Taiwan 2026 盛大参展，首度整合「电子设备」与「工具机」两大事业部，展出涵盖晶圆研磨、先进封装至关键零组件加工的一站式精密制造平台。
〈台企银法说〉华许路径难测！「去前瞻化」加剧波动高层曝3个数字冲击最大
2026-09-02 网络阅读（47）
全球央行政策动向牵动金融市场神经。公股四金二银「压轴」演出的台湾企银 (2834-TW)，今(2)日法说会上针对总体经济与利率走势提出看法。副总经理曾国梁指出，以往市场习惯透过利率点图推估利率路径，但新任官员华许上任后，
雷科大单相继入袋营运旺到明年自制设备开花结果出货估倍增
2026-09-02 网络阅读（51）
雷科大单相继入袋营运旺到明年自制设备开花结果出货估倍增
营收速报 - 信邦(3023)8月营收32.81亿元年增率高达32.47％
2026-09-02 网络阅读（47）
2026年8月信邦(3023-TW) 营收年增成长32.47% , 盘后股价为330元
台美股乖离扩大，补跌压力浮现? 下半场靠「低基期」抗震补涨！
2026-09-02 网络阅读（44）
今日加权指数量缩回档，台股近期虽相较美股维持强势，但与费半指数乖离逐步扩大，资金板块面临补跌与估值修正压力。面对高低位阶快速切换，短线操作不宜追高，观察重心转向低基期的个股。〈台股与费半乖离扩大，补跌后聚焦低基期标的〉今日台股呈现量缩回档，加权指数终场收在46,164.72点，跌幅1.67%。受到战争变数与升息预期干扰，昨日美股走弱，其中费半指数跌幅较明显；台股近期虽维持相对强势，但与费半走势乖离逐步扩大，在时间因素递延下，部分资金板块面临补跌与估值修正压力，所以也看到今日台股进行补跌。智霖
华硕结盟高通推药事AI助理首波插旗南台湾潜在商机上看万台
2026-09-02 网络阅读（42）
华硕(2357-TW)与美国晶片大厂高通宣布深化合作，响应行政院大南方新矽谷推动方案，今(2)日正式启动首个专为社区药师设计的药事AI助理计划。双方结合华硕旗下台智云(7735-TW)与台生科的研发能量，预计10月底进驻
巨亨速报 - Factset 最新调查：纬颖(6669-TW)EPS预估上修至121.74元，预估目标价为2715.57元
2026-09-02 网络阅读（43）
FactSet 最新调查：纬颖(6669-TW)EPS预估上修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
明泰启动B5G/Pre-6G巨量天线基地台研发强化台湾高阶通讯设备自主能量
2026-09-02 网络阅读（43）
网通厂明泰(3380-TW)今(2)日宣布，携手工研院资通所与辰隆科技，共同推动「B5G/Pre-6G公网巨量天线无线电单元计划」。计划目前已完成签约，三方将共同投入Massive MIMO RU（巨量天线无线电单元）产
〈台企银法说〉获利年增15.3%！上半年净利达74.1亿高层释利多：拉高现金股利比重
2026-09-02 网络阅读（44）
台湾企银今（2）日召开2026年第二季线上法人说明会，公布上半年亮眼成绩单。累计合并税后净利达74.10亿元，较去年同期显著成长15.37%，每股税后盈余（EPS）为0.71元。受惠于核心存、放款业务深化与资金效益提升，

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