天天财经-提供金融入门知识-投资理财技巧-热点新闻

巨亨速报 - Factset 最新调查：统一(1216-TW)EPS预估上修至3.9元，预估目标价为82.5元
2026-06-25 网络阅读（57）
FactSet 最新调查：统一(1216-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。
台亚强攻第三代半导体不打价格战两大子公司下半年接棒登资本市场
2026-06-25 网络阅读（59）
台亚 (2340-TW) 今日召开股东常会，首度与旗下星亚视觉 (7753-TW)、和亚智慧 (7825-TW) 及积亚半导体 (7787-TW) 与冠亚半导体等子公司共同召开。董事长李国光面对财务亏损表示，这并非经营衰退
短期供过于求！受困油轮陆续解封布兰特原油罕见转正价差
2026-06-25 网络阅读（62）
布兰特原油 (Brent) 曲线周三 (24 日) 出现罕见情况，次近月合约价格比近月价格还高，是 2 月底伊朗战争爆发以来首次出现的正价差(contango)，显示随着滞留油轮开始驶离荷姆兹海峡，市场预期短期原油供应将明显增加。布兰特原油是全球原油价格基准，周三的报价显示，9 月交割合约价格较 8 月交割合约高出 12 美分，反映市场认为目前现货供应充裕，但未来数月供应可能相对收紧。 Sparta Commodities 研究主管 Neil Crosby 说：「市场预期大量实体原油将从阿拉伯
营邦聚焦AI基建三大动能看好今年成长双位数
2026-06-25 网络阅读（136）
机壳厂营邦 (3693-TW) 今 (25) 日召开股东会，指出受惠 AI、云端以及高效能运算需求持续成长，持续聚焦 AI 基础设施三大成长动能，并深化与全球策略伙伴合作，推动长期稳健成长，预期今年将成长双位数百分比。
谷歌AI防线失守！Transformer元老集体出走半个AI圈成为亲手养的对手
2026-06-25 网络阅读（58）
6 月中下旬，一场前所未有的「人才地震」在 Google AI 体系中集中爆发，震央的余波让整个科技圈为之侧目。这场突如其来的离职潮，并非单纯的个人职业流动，而是象征着 Google 在人工智慧领域长达 8 年的技术护城河正在被彻底拆解。当全球目光聚焦于这些顶尖人才的去向时，人们赫然发现，这些 Google 亲手培养的「黄埔军校」门生，如今已成为各家竞品的核心支柱，甚至构筑了当前半个 AI 产业的竞争版图。这不仅仅是人才的失血，更是一场关于巨头创新困境的时代反思。 72 小时内的王牌离场这
星舟快充推SPASS充电订阅方案瞄准通勤商机
2026-06-25 网络阅读（50）
泓德能源 (6873-TW) 旗下星舟快充今 (25) 日宣布推出全新充电订阅方案「SPASS（STAR CHARGER PASS）」，抢攻纯电车主高频通勤族，以「充电月票」概念锁定北、中、南逾 117 座核心生活圈与停车场充电
金价跌破4000美元但还不是逢低「淘金」的时候
2026-06-25 网络阅读（64）
黄金今年开局气势如虹，延续去年强劲涨势，截至 1 月底盘中一度飙升近 30%，创下每盎司约 5,600 美元历史新高。如今，这个高点仿佛已成遥远回忆。
AI带动储能需求立凯-KY建10万吨产能拚2028年转盈
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锂电池材料厂立凯 - KY (5227-TW) 今 (25) 日举行股东会，董事长张圣时表示，美国等市场正迎来储能电池爆发性成长，加上 AI 资料中心用电需求提升，带动太阳能搭配储能方案加速发展，立凯 - KY 也加速推进台湾磷酸铁前驱体建
工研院菁英奖出炉 AI、卫星通讯与净零技术受瞩
2026-06-25 网络阅读（72）
工研院今 (25) 日公布素有「工研院奥斯卡奖」美誉的工研菁英奖得奖名单，今年共有 3 项「杰出研究奖」及 2 项「产业化贡献奖」金奖技术脱颖而出。获奖技术横跨 AI、次世代通讯与净零永续等关键领域，精准切入厂商核心痛点。
凌巨股东会临时动议通过提前改选董事将在9月底前全面改选
2026-06-25 网络阅读（63）
中小型面板厂凌巨 (8105-TW) 今 (25) 日召开股会，会中除通过 114 年度营业报告书、财务报表及盈余分派案等多项重要议案外，也完成股东提案解任董事吕昕晨，以及临时动议股东提案全面改选董事，将在 9 月底前全面改选。

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