天天财经-提供金融入门知识-投资理财技巧-台股

正文1.6T光模组预计Q4量产可望因地缘政治与资安防护争取转单
2026-08-11 网络阅读（56）
网通厂正文 (4906-TW) 表示，积极布局高阶光通讯与 AI 数据中心市场，低速光模组与数据中心网路设备已陆续出货，高阶 800G、1.6T 光模组则预计本年度第四季开始出货。在地缘政治与资安防护趋势下，正文作为台厂可望
金融建言白皮书31建言吁当冲降税再延10年、开放外币缴费及稳定币支付
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金融总会昨（10）日发布 115 年金融建言白皮书期中报告，聚焦提升金融韧性与健全市场发展等 5 大面向，共提出 31 项建言。其中最受瞩目的包括争取将现股当冲证交税率千分之 1.5 再延长 10 年至 126 年底；建议重启境外资金回台专法 2
〈房产〉高雄市预售屋两极化发展单价50万以上增10% 2字头成交不到1成
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高雄市预售屋地板价拉高中，房仲业者依实价资料统计，高雄今年上半年预售大楼成交单价表现，2 字头以下低单价预售宅，仅占所有交易不到 10%，等于 9 成以上预售交易，成交单价要从 3 字头起跳。
〈台股开盘〉电子权值股营收行情熄火回攻4万5乏力一度跌逾200点
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台股今 (11) 日早盘开盘走低震荡，一度下跌逾 274 点，盘中在电子权值股回升下，一度跌幅收敛翻红，涨逾 50 点攻上 4 万 5 千点，盘中震荡暂报 44,692.68 点下跌 206 点或 0.64％，单日成交量估 1.2 兆元。
巨亨速报 - Factset 最新调查：华邦电(2344-TW)EPS预估上修至24.43元，预估目标价为236元
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FactSet 最新调查：华邦电(2344-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。
巨亨速报 - Factset 最新调查：启碁(6285-TW)目标价调升至330元，幅度约9.27%
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FactSet 最新调查：启碁(6285-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。
元山受提列新厂与折旧影响压抑上半年获利年减逾1成EPS 0.97元
2026-08-11 网络阅读（57）
元山 (6275-TW) 公告最新财报，累计今年上半年税后纯益 0.78 亿元，年减逾 1 成，每股纯益 0.97 元。元山指出，受到提列新厂建物与设备折旧影响，加上上半年原物料上涨，拖累上半年获利表现。
营收速报 - 常珵(8097)7月营收1,626万元年增率高达404.44％
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2026年7月常珵(8097-TW) 营收年增成长404.44% , 盘后股价为51元
00885富邦越南值得投资吗？下一个亚洲之虎崛起，5大优势藏着哪些机会？
2026-08-11 网络阅读（57）
一、越南股市迎来关键转折越南经济改革「Doi Moi」迈入 40 年，从制造业崛起到全球供应链移转，越南正站在新一波经济转型的关键位置。高经济成长、外资持续流入、基础建设加速，加上富时罗素升级新兴市场等题材，让越南股市再度成为市场关注焦点。究竟这个被视为「下一个亚洲之虎」的市场，还有哪些成长空间？立即前往丰云学堂看更多标的太多不知道怎么选？立即前往大户投策略选股专区看看吧！二、00885 富邦越南卡位越南成长红利想参与越南经济成长，ETF 是相对直接的布局工具。00885 富邦越南追踪
营收速报 - 亚通(6179)7月营收10.97亿元年增率高达298.44％
2026-08-11 网络阅读（57）
2026年7月亚通(6179-TW) 营收年增成长298.44% , 盘后股价为27.9元

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