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2026-10-28 网络 阅读(5)









2026-10-28 网络 阅读(5)

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"description": "达运光电整合Markforged 3D列印与无人机、反无人机及卫星通讯,推出「移动式军民通用制造中心」。 该中心采X7 Field Edition与Onyx FR-A、连续纤维材料,可在数小时内前线列印无人机与零件,达成分散式后勤。 公司并成为抢攻台湾国防采购与亚太野战后勤商机。",
"createdAt": "2026-10-28T02:44:05.000Z",
"author": "网络",
"pv": 5,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 22097,
"title": "〈焦点股〉仁宝与ARC Cloud签署MOU加速大型AI基建布局 走扬拚站稳季线",
"shortTitle": "〈焦点股〉仁宝与ARC Cloud签署MOU加速大型AI基建",
"img": "https://cimg.cnyes.cool/prod/news/6639258/l/b4eb1825c1f65c697ec1c35cf2d3d4db.jpg",
"description": "仁宝(2324-TW)与ARC Cloud宣布签署合作备忘录(MOU),深化双方在大型AI运算基础建设领域的合作,双方探讨资料中心建置路线图机会,规模最高可达100MW,激励仁宝今(28)日价量齐扬,力拚站稳季线。 仁宝今天早盘以38元开高,盘中最高涨至38.2元,涨幅超过1%,截至10点10分,股价暂报37.95元,涨幅约0.93%,成交爆量超过1.8万张。三大法人近日大举敲进仁宝,连续6个交易日买超,合计买超5.1万张。 仁宝指出,此次合作呼应ARC Cloud扩大A",
"createdAt": "2026-10-28T02:40:47.000Z",
"author": "网络",
"pv": 4,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 22094,
"title": "PC出货量重挫逾20% 20多年最惨Q3 英特尔AMD能否靠伺服器与AI突围?",
"shortTitle": "PC出货量重挫逾20% 20多年最惨Q3 英特尔AMD能否靠",
"img": "https://cimg.cnyes.cool/prod/news/6639198/l/6c17eebdf4bc097629fb8c20459258e0.jpg",
"description": "全球PC第三季出货量年减约20%至22%,记忆体涨价冲击需求。英特尔Q3营收估166亿美元、EPS 0.49美元,伺服器成长可部分抵销PC疲弱。超微Q3营收估131亿美元、EPS 1.96美元,伺服器与AI晶片需求较强,但PC低迷仍压抑Q4展望与毛利率。",
"createdAt": "2026-10-28T02:40:02.000Z",
"author": "网络",
"pv": 6,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 22098,
"title": "欣兴(3037)再加码509亿元预订设备!扩产布局升温,投资人该看懂什么?",
"shortTitle": "欣兴(3037)再加码509亿元预订设备!扩产布局升温,投资",
"img": "",
"description": "2026年10月28日(优分析/产业数据中心报导)⸺ IC载板大厂欣兴(3037-TW)再度扩大设备布局。公司10月27日公告,董事会通过长交期设备采购订单金额再增加约509亿元,主要用于配合营运需求、新建厂房及提升制程能力,资金来源为自有资金与银行融资。 这笔大额投资引发关注,但509亿元的意义,并不是公司已经一次花掉这笔钱,而是提前为交期较长的设备安排采购。后续支出速度、产能何时开出,以及能否转化为获利,仍须分开观察。 为什么要提前下单?设备到位时间影响扩产进度 对制造业而言,扩产不只是盖好",
"createdAt": "2026-10-28T02:30:03.000Z",
"author": "网络",
"pv": 5,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 22099,
"title": "〈电商备战双11〉网家串联统一集团资源 抢啖内需大商机",
"shortTitle": "〈电商备战双11〉网家串联统一集团资源 抢啖内需大商机",
"img": "https://cimg.cnyes.cool/prod/news/6639202/l/2d2dfe955dafe938d47bc13b8ecb7c51.jpg",
"description": "电商迎来全年最大促销档期双11,网家(8044-TW)旗下PChome 24h购物表示,「1111超省超速购」即日起登场,今年聚焦科技设备升级、生活品质和民生囤货三大采购需求,并祭出最高32%回馈,同步串联超速配、随行取和统一集团的OPENPOINT点数折抵服务,全力抢攻零售内需商机。 PChome 24h购物深化OMO布局有成,并透过统一集团的OPENPOINT点数折抵、超速配与随行取,串联线上购物、超商取货及饮品兑换情境,逐步形成线上线下相互串联的生活消费场景。 PChome 24h站内消费",
"createdAt": "2026-10-28T02:15:26.000Z",
"author": "网络",
"pv": 7,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
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