天天财经-提供金融入门知识-投资理财技巧-热点新闻

〈电子五哥营收〉英业达前7月营收5603亿元创高 Q3伺服器业务持续成长
2026-08-05 网络阅读（99）
英业达 (2356-TW) 今 (5) 日公告 7 月营收 901.9 亿元，虽月减 11.8%，不过年增超过 6 成，累计今年前 7 月营收达 5603.58 亿元，年增逾 4 成，创历史同期新高。英业达管理层预期，第三季伺服器业务将持续成长。
〈致伸法说〉Q3营收估季增双位数零组件飙涨与PC需求转弱考验下半年获利
2026-08-05 网络阅读（100）
电脑周边厂致伸 (4915 - TW) 今 (5) 日召开法说会，致伸资深协理曾雅兰指出，虽然预估第三季营收在声学新案与 AIoT 需求释放带动下，将实现中双位数季增，然而上游零组件价格持续飙涨，加上下半年 PC 终端需求明显转弱，
〈致伸法说〉Q2赚5.8亿元 EPS 1.26元原物料上涨及人民币升值导致毛利承压
2026-08-05 网络阅读（103）
电脑周边厂致伸 (4915 - TW) 今 (5) 日举办法说会并同步公告第二季财报，致伸第二季赚 5.8 亿元，呈季年双减，每股纯益 1.26 元；致伸资深协理曾雅兰指出，在 AIOT 专案拉货带动下，第二季营收成长优于预期，然而受人民币贬值
谁是AI竞赛大赢家？黄仁勋点名马斯克坐拥三大护城河
2026-08-05 网络阅读（87）
辉达(NVDA-US) 执行长黄仁勋最新一段访谈影片近日在社群媒体引发热议。他在谈及未来AI产业竞争时，点名特斯拉(TSLA-US) 与SpaceX(SPCX-US) 执行长马斯克，认为马斯克在AI竞赛中处于「绝佳位置」（phenomenal position），其优势并非来自个人风格，而是建立在算力基础设施、真实世界数据，以及多项AI应用布局之上。黄仁勋指出，马斯克最大的优势，在于拥有其他竞争者难以短时间复制的基础设施与数据资源。特斯拉持续累积全球车队产生的大量驾驶数据，同时部署大量辉达硬体
黄仁勋深夜推文秀Alpamayo 2 Super　宣示「AI下一波浪潮将由自动驾驶开启」
2026-08-05 网络阅读（155）
AI晶片巨头辉达执行长黄仁勋在开通社群帐号半个多月后，周二(4日)发布第三则推文，聚焦新一代自动驾驶开源模型Alpamayo 2 Super。黄仁勋指出，这款模型将成为自驾计程车、卡车、接驳巴士、配送货车、拖拉机，乃至未来数亿台自主机器人的核心技术支撑。黄仁勋明确点出产业拐点：「AI下一波浪潮将属于机器人，而这一浪潮将从自动驾驶开始。」黄仁勋此言与辉达近年从游戏图形、云端AI训练，转向物理AI与边缘推理的战略高度吻合。 Alpamayo 2 Super延续开源路线，意在让车厂、物流商与机器
AI需求引爆记忆体革命 3兆美元「Memi」新势力崛起
2026-08-05 网络阅读（106）
人工智慧（AI）浪潮持续推升半导体产业价值链，一个过去不存在于官方市场分类的新兴投资板块正在快速成形，投资圈将其命名为「Memi」。虽然它没有专属的股票代码，却正在高达7,000亿美元的AI基础设施建设热潮中疯狂吸金，成为牵动全球资本市场的神经中枢。对于亚马逊(AMZN-US) 、Google(GOOGL-US)、Meta(META-US) 和微软(MSFT-US) 等云端服务巨头来说，在竞相建置庞大资料中心的过程中，取得足够的储存晶片已成为攸关成败的关键瓶颈。放眼全球，大部分的高阶记忆体晶
士电总经理郭约瑟看全球AIDC趋势：五年内需求不成问题
2026-08-05 网络阅读（97）
士电 (1503 - TW) 总经理郭约瑟今 (5) 日指出，目前全球 AIDC 产业链的需求非常强劲，科技业也积极扩厂，认为 5 年内需求不坠。
志圣梁茂生登HBR台湾企业领袖100强以人才与文化迎向60周年
2026-08-05 网络阅读（137）
PCB 及半导体设备厂志圣工业 (2467 - TW) 董事长梁茂生登上《哈佛商业评论》「2026 台湾企业领袖 100 强」。依主办单位公布资料，梁茂生任内累计股东报酬率达 779%、公司市值成长 972 亿元，
营收速报 - 联茂(6213)7月营收47.49亿元年增率高达96.88％
2026-08-05 网络阅读（100）
2026年7月联茂(6213-TW) 营收年增成长96.88% , 盘后股价为341元
营收速报 - 创意(3443)7月营收57.69亿元年增率高达158.38％
2026-08-05 网络阅读（98）
2026年7月创意(3443-TW) 营收年增成长158.38% , 盘后股价为4390元

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