天天财经-提供金融入门知识-投资理财技巧-热点新闻

正凌今年AI产品营收估成长50% 订单旺到2027年
2026-06-10 网络阅读（53）
正凌今年 AI 产品营收估成长 50% 订单旺到 2027 年
PCB厂大型筹资案华通打先锋拟办现增筹84亿元博智也要发债募50亿元
2026-06-10 网络阅读（46）
华通 (2313-TW) 拟发行 4.2 万张现增股进行市场筹资今 (4) 日获金管会申报生效，华通暂订以每股 200 元发行，预计募集 84 亿元，而博智 (8155-TW) 也发两笔 CB 在市场募 50 亿元。
三星、SK海力士月底揭韩国投资计划！韩媒：三星拟在光州建先进封装厂加速追上SK产能优势
2026-06-10 网络阅读（55）
南韩《每日经济新闻》今 (10) 日引述政界与业界人士消息报导指出，三星电子与 SK 海力士正对全国各地区投资计划进行最终审查，最快本月内公布细节，二者打算在西南部与中部扩大设施投资，项目涵盖封装产线，亦不排除新建半导体晶圆厂的可能性。另据《韩国经济日报》(KED) 报导，南韩总统李在明预计 6 月 29 日与各大财阀负责人会面，讨论区域投资布局，相关计划将在会议上正式对外公布。报导指出，三星正考虑于全罗南道光州市兴建一座先进半导体封装工厂，锁定强化 AI 晶片供应链的关键环节。随着 AI
华府也想分AI一杯羹为何华尔街认为是好消息？
2026-06-10 网络阅读（52）
《巴隆周刊》报导，在政治分歧的环境下，能够获得两党普遍共识的议题并不多，但政府介入 AI 发展似乎是其中之一。而 Jefferies 认为，这对科技产业是件好事。
盘中速报 - 柜买市场加权指数下跌-12.83点至411.88点，跌幅3.02%
2026-06-10 网络阅读（50）
柜买市场加权指数盘中跌幅3.02%，川普税改、SDN概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。
光通讯股暴跌真相曝！SemiAnalysis看衰CPO时程、辉达却喊话全面采用
2026-06-10 网络阅读（68）
产业研究机构 SemiAnalysis 指出，辉达 800VDC 电源架构与 CPO 量产时程恐延后至 2028 年后，引发光通讯类股重挫。然而辉达高层公开力挺 CPO 前景，市场焦点转向 1.6T 光模组、NPO、400VDC 及 AI 数据中心供
辉达市值5兆美元并不贵？对冲基金大鳄：遭严重低估现在放空是陷阱
2026-06-10 网络阅读（96）
市值约达 5 兆美元的 AI 晶片龙头辉达 (NVDA-US) ，虽然已是全球股市最受瞩目的明星股之一，但亿万富豪投资人、华尔街对冲基金大鳄执行长洛布（Dan Loeb）认为，辉达的股价仍被市场低估。洛布在 Podcast 节目《All-In》中表示，市场认为辉达市值过于庞大、最佳成长阶段已经结束的看法并不正确。他说：「我认为未来回头来看，人们会发现用这种方式看待辉达是很愚蠢的。」洛布指出，若以未来几年的获利潜力来衡量，辉达「毫无疑问」仍处于被低估的状态。他认为，投资人之所以低估辉达，部分
巨亨速报 - Factset 最新调查：仁宝(2324-TW)EPS预估上修至2.07元，预估目标价为29元
2026-06-10 网络阅读（69）
FactSet 最新调查：仁宝(2324-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。
盘中速报 - 集中市场加权指数下跌-908.97点至43795.47点，跌幅2.03%
2026-06-10 网络阅读（51）
集中市场加权指数盘中跌幅2.03%，川普税改、SDN概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。
台康生生物相似药认列授权金 5月营收1亿元年月皆双位数成长
2026-06-10 网络阅读（68）
台康生 5 月营收 1.17 亿元，年月皆双位数成长，累计今年前 5 月营收 5.07 亿元。台康生指出，5 月认列生物相似药 EG1206A 授权金，加上既有 CDMO 专案转厂至竹北、新案于 5 月展开 GMP 生产前准备工作，推升 5 月营收表现。

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