天天财经-提供金融入门知识-投资理财技巧-热点新闻

全台4月手机逢Q2淡季销量小减4% 三星进榜狂夺9席反超苹果
2026-05-25 网络阅读（85）
根据全台实体通路暨杰升通信门市销售资料汇整显示，四月份全台智慧型手机总销量约 40.2 台，对比上月的 41.8 万台稍减 4%。进一步观察本月前二十名热销单机，三星以九席的傲人成绩反超苹果 iPhone，成为进榜数的最大赢家；全台
正文转型直供成效显现毛利率走扬今年力拚数据中心与AI新局
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网通厂正文 (4906-TW) 今 (25) 日召开股东常会，会中说明最新营运展望与转型成果。正文近年积极将电信业务从非直接供货转型为直接供货模式，有效提升了整体毛利率；而正文也积极布局 AI 市场，并透过切入 400G 及 80
大研生医IPO来首度实施库股届满执行率59% 平均买回价18.48元
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大研生医库藏股执行今 (25) 日届满 2 个月期限，原拟在每股 33.8 元以下买回 7500 张护盘，用于转让给员工，今天执行届满实际买回 4460 张，执行为 59.46%，平均买回价格为每股 18.48 元。
是方携行动贝果、高通共同推出企业私有化地端Agentic AI平台服务
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是方 (6561-TW) 今 (25) 日宣布，与行动贝果 (MoBagel) 以及高通 (QCOM-US) 展开策略合作，三方共同推出「企业私有化地端 Agentic AI 平台」服务。
黄仁勋掀AI狂潮助台股攻克4万3 市值型ETF爆发 009802、00905带头冲
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受惠美伊谈判释出正面讯号、美债殖利率走低，加上辉达执行长黄仁勋来台掀起 AI 热潮，台股今 (25) 日多头气势全面升温，加权指数终场大涨 1,376.43 点，收在 43,644.40 点，改写历史收盘新高，成交值放大至
力积电聚焦记忆体与逻辑整合大秀3D AI Foundry布局
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随着生成式 AI 与高效能运算 (HPC) 需求快速攀升，记忆体频宽与功耗限制已成为 AI 晶片发展的重要瓶颈。力积电 (6770-TW) 凭借同时具备逻辑与记忆体制程技术的优势，持续推进先进 3D WoW 晶片键合堆叠技术，积极
九旸与达发合作支援1GbE以上的乙太网晶片
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达发 (6526-TW) 旗下九旸 (8040-TW) 今 (25) 日召开股东会，总经理潘建华指出，公司持续开发新产品，与达发进行平台合作，并支援集团全系列 1GbE 以上的乙太网晶片，发挥集团综效。
高盛警告AI动能交易降温！「战后行情」解析：看好医疗、金融与国防股
2026-05-25 网络阅读（87）
高盛全球定制股票篮子业务负责人 Louis Miller 指出，AI 动能交易正面临 2022 年以来最大回撤，市场资金开始转向分散配置。他看好医疗健康、非美金融、欧洲国防与黄金等「战后交易」题材，并提出低动能反弹、做多黄金与股债
〈COMPUTEX〉双CEO世纪同台黄仁勋携手Marvell执行长6/2联手大谈AI新战略
2026-05-25 网络阅读（61）
COMPUTEX 主办单位贸协今 (25) 日宣布， Marvell(MRVL-US)Technology 董事长暨执行长 Matt Murphy，将于下 (6) 月 2 日上午在台北南港展览馆 2 馆举行主题演讲，辉达黄仁勋将同台亮相。
勤凯客户出现长单锁料下半年展望正向
2026-05-25 网络阅读（51）
勤凯 (4760-TW) 受惠 MLCC 市况火热，终端客户需求攀升，公司指出，近期被动元件客户明显开始建立库存、同时需求亦转佳，拉货动能强劲，客户出现长单锁料情况。整体而言，下半年展望正向。

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