天天财经-提供金融入门知识-投资理财技巧-台股

营收速报 - 华南金(2880)6月营收74.97亿元年增率高达29.2％
2026-07-15 网络阅读（64）
2026年6月华南金(2880-TW) 营收年增成长29.2% , 盘后股价为38.85元
寰圣国际7/21登兴柜订单看到2027年
2026-07-15 网络阅读（60）
寰圣国际 (7936-TW) 将于 7 月 21 日正式登录兴柜，今 (15) 日举办兴柜前法说会，董事长孙正强表示，目前在手订单及洽谈中的专案，涵盖工商业储能设备、半导体厂 UPS 电池模组及低速电动载具电池模组等领域，接单能见度已延伸至
晶技6月税前赚2.32亿元创15个月来新高上半年每股税前赚3.6元
2026-07-15 网络阅读（58）
频率元件在光通讯的需求强劲推升类股表现强，晶技在 6 月营收仍处高峰期，单月营收 11.93 亿元，晶技今 (15) 日公布最新自结获利资讯，6 月税前盈余以 2.32 亿元创 15 个月来新高，上半年每股税前盈余为 3.6 元。
〈亚洲生技大展〉保瑞携英矽智能共同推进AI药物研发合作潜在商机超过25亿美元
2026-07-15 网络阅读（64）
保瑞 (6472-TW) 与英矽智能 (3696-HK) 今日宣布组成战略合作联盟，整合英矽智能的 Pharma.AI 平台与保瑞在全球药物开发、生产制造及商业化等能力，共同推进 AI 驱动的药物研发，双方合作的前在商机超过 25 亿美元。
〈AWS台湾高峰会〉威刚智联抢实体AI商机导入AWS部署时间大减三分之二
2026-07-15 网络阅读（62）
威刚 (3260-TW) 近年积极抢攻实体 AI(Physical AI) 商机，旗下威刚智联透过与 AWS 合作，整合云端运算、数位孪生及边缘 AI 技术，打造智慧机器人解决方案。威刚智联指出，过去机器人部署时间约需三个
台股反攻收复5日线三大法人买超201.92亿元
2026-07-15 网络阅读（59）
台股今 (15) 日开高走开，盘中在记忆体、高价股及半导体等电子族群全面点火下，指数一度大涨 1,130.65 点至 45,868.6 点，终场收 45631.59 点，上涨 893.64 点，站回 5 日线，成交量 9840.81 亿元；三大法人合计买超 201.92 亿元。观察三大法人今天筹码动向，外资卖超 14.15 亿，呈现连九卖；自营商买超 101.26 亿元；投信买超 114.81 亿元，三大法人合计买超 201.92 亿元。
力积电调涨记忆体晶圆代工价格45% 看好DRAM供需缺口延续至2027年
2026-07-15 网络阅读（62）
2026年07月15日（优分析／产业数据中心报导）⸺ 晶圆代工厂力积电Powerchip Semiconductor Manufacturing(PSMC)于7月14日举行线上法说会，公布2026会计年度第二季营运成果。受惠DRAM市场供需持续吃紧，公司本月已调升记忆体晶圆代工价格45%，逻辑晶圆代工服务价格也调涨10%至15%。力积电总经理朱宪国表示，DRAM供给缺口预计将延续至2027年，带动2026会计年度第二季记忆体业务营收占比突破五成。同时，客户对2026会计年度第三季逻辑晶圆代工需
〈AWS台湾高峰会〉王定恺：AI Agent的企业四大AI策略首先要「找到金矿再买铲子」
2026-07-15 网络阅读（64）
AWS 台湾董事总经理王定恺今 (15) 表示，随着基础模型能力跨越临界点，加上云端基础建设规模与成熟度持续提升，2026 年迎来「AI Agent 元年」，也点出企业推动 AI 的策略应有四步骤，第一就是要「先找到金矿，再去买铲子
〈台股盘后〉股王、权王双拳出击大涨893点收45631点站回5日线
2026-07-15 网络阅读（64）
台股今 (15) 日开盘随即上涨 112.74 点，以 44,850.69 点开出。盘中在记忆体、高价股及半导体等电子族群全面点火下，指数一路上扬攻高，最高大涨 1,130.65 点至 45,868.6 点。中场收 456
〈焦点股〉亚洲生技大会登场加持生技股王药华药涨停率类股劲扬
2026-07-15 网络阅读（60）
亚洲生技大会今 (15) 日登场，带动上市生技类股走扬，涨逾 5%，包括生技股王药华药、瑞磁 ABC-KY 及沛尔生医 - 创纷纷亮灯涨停，其他如保瑞、美时也都上涨。

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