天天财经-提供金融入门知识-投资理财技巧-热点新闻

高龄海啸并发医护荒！照护人才需求年增破5成物理治疗师新人月薪5.1万起跳
2026-10-28 网络阅读（5）
医护缺工潮未解，复健与照护人才需求年增逾5成，台湾迈入超高龄社会后医疗照护需求升温。物理治疗师新人工资1至3年平均月薪5万1,442元；复健技术师、居家服务督导员薪资与职缺同步走高。卫福部统计7月护理执业率仅62%，前7个月减827人；87.5%长照机构坦言长期缺工。
康宁财测出炉！第四季营收估增19%，AI光通讯订单撑成长
2026-10-28 网络阅读（6）
2026年10月28日（优分析／产业数据中心报导）⸺ 康宁Corning(GLW-US)27日公布第三季财报，营运优于公司原先预期，并预估第四季核心营收达52亿至53亿美元，年增约19%；核心每股盈余介于0.96至1美元，年增约36%。光通讯需求强劲，加上第三季再签四份长期大额合约，支撑后续成长。康宁第三季核心营收50.81亿美元，年增19%，核心每股盈余0.91美元，年增36%，获利成长速度明显高于营收。核心毛利率提高1.5个百分点至40.5%，核心营业利益率则提高3.1个百分点至22.7%
〈焦点股〉双鸿水冷业务推升Q4营收季增涨逾半根停板
2026-10-28 网络阅读（5）
双鸿水冷业务续强，GPU重返辉达水冷板供应链，ASIC也获CSP订单，本季起出货。法人估双引擎带动下，双鸿第四季营收可望季增双位数，明年营收续成长。双鸿9月营收28.84亿元，第三季97.91亿元创单季新高；股价今涨逾6%带动散热族群走强。
蔡康永称「没有支持过台独」国台办回应
2026-10-28 网络阅读（6）
大陆国务院台办28日（周三）举行例行记者会，针对蔡康永日前在社交媒体发文称「没有支持过台独」，发言人陈斌华答问表示，维护国家主权和领土完整，是包括台湾同胞在内的全中国人民的共同义务。陈斌华说，大陆始终尊重和保障台湾同胞正当言论与表达自由，但在事关国家主权、安全、发展利益的大是大非问题上，不存在任何模糊空间。陈斌华称，希望台湾演艺界人士以做堂堂正正中国人为荣，多做有利于增进两岸同胞亲情、促进两岸交流合作的事。陈斌华提到，大陆始终欢迎广大台湾同胞前来大陆旅游观光、探亲访友、参访交流，一如既往支
CoreWeave债券殖利率飙15%！黄仁勋称不必兜底克雷默呛：有信心就买下债券
2026-10-28 网络阅读（6）
克雷默称黄仁勋若看好CoreWeave，应买进其殖利率约15%的高收益债，证明对其财务的信心。 CoreWeave债务与租赁义务逾510亿美元，未来到期压力沉重，融资成本攀升恐加剧财务风险。 CoreWeave股价近月跌约37%，市值降至约310亿美元；辉达持股约10%，并有约63亿美元合作协议。
资金大轮动AI遭抛售！？台股底部量缩，留意三大关键AI供应链买点！
2026-10-28 网络阅读（4）
10月资金明显从AI股转向非AI股，道琼+2.14%、标普500+0.63%、那指-1.43%。剔除AI成分股后，10月标普500表现高出6.4%，创2022年以来最佳。文中称SpaceX融资400亿美元采购辉达晶片、Meta启动950亿美元股权融资，AI投资方向未变。
ASM明年营收目标上修24% 有望提前三年实现2030年目标
2026-10-28 网络阅读（6）
ASM上调2027年营收目标约24%至逾57亿欧元。明年成长动力来自记忆体与先进逻辑晶片制造商。 ASM第三季营收年增44%至11.6亿欧元，净利3.081亿欧元。
30岁以下开户占比近4成！群益针对年轻客户推下单新功能
2026-10-28 网络阅读（4）
群益金鼎证券推「智慧加减码」，可在「群益存股通」依月、季、半年或年均价自动调整定期定额金额。台股总开户数达1476万人，单月定期定额投资金额逾365亿元，连4个月维持360亿元以上。群益新开户客户30岁以下近40%，新功能盼协助年轻族群与上班族兼顾存股纪律及资金弹性。
Anthropic上市与SpaceX、特斯拉「马斯克个人崇拜」成对比
2026-10-28 网络阅读（7）
Anthropic拟IPO估值约1.5兆至2兆美元，可能11月底前登上那斯达克。七位创办人合计持股50.1%，IPO将获配F类普通股取得多数控制权，Neeson称此治理模式将受市场考验。 Anthropic 2026上半年营收163亿美元、净亏损807亿美元；调整后营业利益16.2亿美元。
Meta 980亿美元融资计划获机构追捧！250亿美元增资认购超额5倍、逾半数配售长期投资人
2026-10-28 网络阅读（6）
Meta 980亿美元股权融资获热烈认购，250亿美元普通股约5倍超额申购，将成史上最大股权融资案之一。普通股定价每股625美元，较上周五收盘折让2.7%；Meta周二跌1.64%至620美元，低于发行价。募集资金将投入AI基础设施与个人超级智慧研发，股权扩大恐使现有股东面临稀释。

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物理治疗师新人工资1至3年平均月薪5万1,442元；复健技术师、居家服务督导员薪资与职缺同步走高。
卫福部统计7月护理执业率仅62%，前7个月减827人；87.5%长照机构坦言长期缺工。", "createdAt": "2026-10-28T04:02:55.000Z", "author": "网络", "pv": 5, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 22103, "title": "康宁财测出炉！第四季营收估增19%，AI光通讯订单撑成长", "shortTitle": "康宁财测出炉！第四季营收估增19%，AI光通讯订单撑成长", "img": "", "description": "2026年10月28日（优分析／产业数据中心报导）⸺ 康宁Corning(GLW-US)27日公布第三季财报，营运优于公司原先预期，并预估第四季核心营收达52亿至53亿美元，年增约19%；核心每股盈余介于0.96至1美元，年增约36%。光通讯需求强劲，加上第三季再签四份长期大额合约，支撑后续成长。康宁第三季核心营收50.81亿美元，年增19%，核心每股盈余0.91美元，年增36%，获利成长速度明显高于营收。核心毛利率提高1.5个百分点至40.5%，核心营业利益率则提高3.1个百分点至22.7%", "createdAt": "2026-10-28T04:00:10.000Z", "author": "网络", "pv": 6, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 22114, "title": "〈焦点股〉双鸿水冷业务推升Q4营收季增涨逾半根停板", "shortTitle": "〈焦点股〉双鸿水冷业务推升Q4营收季增涨逾半根停板", "img": "https://cimg.cnyes.cool/prod/news/6639307/l/090e50dbb62bae2890b67ab008027067.jpg", "description": "双鸿水冷业务续强，GPU重返辉达水冷板供应链，ASIC也获CSP订单，本季起出货。
法人估双引擎带动下，双鸿第四季营收可望季增双位数，明年营收续成长。
双鸿9月营收28.84亿元，第三季97.91亿元创单季新高；股价今涨逾6%带动散热族群走强。", "createdAt": "2026-10-28T03:52:17.000Z", "author": "网络", "pv": 5, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 22115, "title": "蔡康永称「没有支持过台独」国台办回应", "shortTitle": "蔡康永称「没有支持过台独」国台办回应", "img": "https://cimg.cnyes.cool/prod/news/6639295/l/3403cf480a1fe4ab20ded97d6ec86b81.jpg", "description": "大陆国务院台办28日（周三）举行例行记者会，针对蔡康永日前在社交媒体发文称「没有支持过台独」，发言人陈斌华答问表示，维护国家主权和领土完整，是包括台湾同胞在内的全中国人民的共同义务。陈斌华说，大陆始终尊重和保障台湾同胞正当言论与表达自由，但在事关国家主权、安全、发展利益的大是大非问题上，不存在任何模糊空间。陈斌华称，希望台湾演艺界人士以做堂堂正正中国人为荣，多做有利于增进两岸同胞亲情、促进两岸交流合作的事。陈斌华提到，大陆始终欢迎广大台湾同胞前来大陆旅游观光、探亲访友、参访交流，一如既往支", "createdAt": "2026-10-28T03:50:05.000Z", "author": "网络", "pv": 6, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 22104, "title": "CoreWeave债券殖利率飙15%！黄仁勋称不必兜底克雷默呛：有信心就买下债券", "shortTitle": "CoreWeave债券殖利率飙15%！黄仁勋称不必兜底克雷", "img": "https://cimg.cnyes.cool/prod/news/6639203/l/70e203d38ba1f958c12313e216c97d88.jpg", "description": "克雷默称黄仁勋若看好CoreWeave，应买进其殖利率约15%的高收益债，证明对其财务的信心。
CoreWeave债务与租赁义务逾510亿美元，未来到期压力沉重，融资成本攀升恐加剧财务风险。
CoreWeave股价近月跌约37%，市值降至约310亿美元；辉达持股约10%，并有约63亿美元合作协议。", "createdAt": "2026-10-28T03:50:03.000Z", "author": "网络", "pv": 6, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 22116, "title": "资金大轮动AI遭抛售！？台股底部量缩，留意三大关键AI供应链买点！", "shortTitle": "资金大轮动AI遭抛售！？台股底部量缩，留意三大关键AI供应链", "img": "https://cimg.cnyes.cool/prod/news/6639287/l/1bce3591b5fd3d09ec6b9378182ae964.jpg", "description": "10月资金明显从AI股转向非AI股，道琼+2.14%、标普500+0.63%、那指-1.43%。
剔除AI成分股后，10月标普500表现高出6.4%，创2022年以来最佳。
文中称SpaceX融资400亿美元采购辉达晶片、Meta启动950亿美元股权融资，AI投资方向未变。", "createdAt": "2026-10-28T03:33:26.000Z", "author": "网络", "pv": 4, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 22105, "title": "ASM明年营收目标上修24% 有望提前三年实现2030年目标", "shortTitle": "ASM明年营收目标上修24% 有望提前三年实现2030年目标", "img": "https://cimg.cnyes.cool/prod/news/6639033/l/33db88205e54ca909eadc42b306be37a.jpg", "description": "ASM上调2027年营收目标约24%至逾57亿欧元。
明年成长动力来自记忆体与先进逻辑晶片制造商。
ASM第三季营收年增44%至11.6亿欧元，净利3.081亿欧元。", "createdAt": "2026-10-28T03:32:54.000Z", "author": "网络", "pv": 6, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 22117, "title": "30岁以下开户占比近4成！群益针对年轻客户推下单新功能", "shortTitle": "30岁以下开户占比近4成！群益针对年轻客户推下单新功能", "img": "https://cimg.cnyes.cool/prod/news/6639275/l/86af9468debd38c0768e4087034c1d59.jpg", "description": "群益金鼎证券推「智慧加减码」，可在「群益存股通」依月、季、半年或年均价自动调整定期定额金额。
台股总开户数达1476万人，单月定期定额投资金额逾365亿元，连4个月维持360亿元以上。
群益新开户客户30岁以下近40%，新功能盼协助年轻族群与上班族兼顾存股纪律及资金弹性。", "createdAt": "2026-10-28T03:30:33.000Z", "author": "网络", "pv": 4, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 22106, "title": "Anthropic上市与SpaceX、特斯拉「马斯克个人崇拜」成对比", "shortTitle": "Anthropic上市与SpaceX、特斯拉「马斯克个人崇拜", "img": "https://cimg.cnyes.cool/prod/news/6638968/l/dd27b4d766c25c2c91ab6c8effe36f21.jpg", "description": "Anthropic拟IPO估值约1.5兆至2兆美元，可能11月底前登上那斯达克。
七位创办人合计持股50.1%，IPO将获配F类普通股取得多数控制权，Neeson称此治理模式将受市场考验。
Anthropic 2026上半年营收163亿美元、净亏损807亿美元；调整后营业利益16.2亿美元。", "createdAt": "2026-10-28T03:30:05.000Z", "author": "网络", "pv": 7, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 22107, "title": "Meta 980亿美元融资计划获机构追捧！250亿美元增资认购超额5倍、逾半数配售长期投资人", "shortTitle": "Meta 980亿美元融资计划获机构追捧！250亿美元增资认", "img": "https://cimg.cnyes.cool/prod/news/6639046/l/f3a34b89d49122f4c0187cd517ebdfd9.jpg", "description": "Meta 980亿美元股权融资获热烈认购，250亿美元普通股约5倍超额申购，将成史上最大股权融资案之一。
普通股定价每股625美元，较上周五收盘折让2.7%；Meta周二跌1.64%至620美元，低于发行价。
募集资金将投入AI基础设施与个人超级智慧研发，股权扩大恐使现有股东面临稀释。", "createdAt": "2026-10-28T03:17:08.000Z", "author": "网络", "pv": 6, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }