天天财经-提供金融入门知识-投资理财技巧-热点新闻

制鞋厂钰齐前3季营收143.69亿元自结EPS达2.46元
2026-10-20 网络阅读（46）
制鞋厂钰齐-KY(9802-TW)今(20)日公布最新自结获利资讯，2026年第三季税后纯益 1.36 亿元，季减 23.62%，年减 54.68%，每股纯益(EPS)0.68 元，前 3 季累计获利表现上，税后纯益达 4.94 亿元，年减 42.13%，每股纯益 2.46 元制鞋厂钰齐-KY第三季营收为54.36亿元，较第二季52.59亿元增加3.37%，较去年同期38.19亿元增加42.32%；2026年前3季累计营收143.69亿元，也较去年同期127.19亿元增加12.97%，随着近年
Gartner：3.5兆美元AI基建面临减值风险 80%新兴云端厂商恐难独立生存
2026-10-20 网络阅读（50）
Gartner警告AI基础设施投资与商业收入错配，若趋势续行至2030年，逾3.5兆美元投资恐面临减值风险科技股与AI算力概念股重挫，费半单周跌11.4%，远逊标普500与那指 Gartner料80%新兴云端厂商恐在2030年前无法独立营运
考核未达标！马斯克去年薪酬1583亿美元却「实领0元」
2026-10-20 网络阅读（49）
特斯拉揭露马斯克2025年总薪酬1,583.59亿美元，皆为股票奖励会计估值，实际到手为零。因2025年市值与营运绩效考核未达标，马斯克未取得现金，也未解锁任何股权。该10年绩效计划设12个行权阶段、约4.24亿股，全部达标最高可拿约1兆美元股票奖励。
记忆体下一波商机来了美光研发EIM抢攻实体AI
2026-10-20 网络阅读（47）
美光副总裁李哲称正研发实体AI用边缘推理记忆体EIM，瞄准自驾与人形机器人。美光正将EIM应用于LPDDR6，与客户讨论新产品。美光估高效能人形机器人需约200GB DRAM与4TB储存，Counterpoint料DRAM需求2030年较今年增逾20倍。
AI卖压令人想起1987年股灾财经名嘴：股价下跌不代表基本面转差
2026-10-20 网络阅读（44）
Cramer指1987年黑色星期一教训可用于看AI股卖压：股价下跌不一定代表企业出问题。上周标普500跌近2%、那指跌4.5%，半导体与资料中心股重挫，但基本面未见明显恶化。 Cramer怀疑卖压或与避险基金清算有关，可能迫使抛股，令股价与基本面脱节。
《价值型投资最新产业研究报告》纬颖 (6669-TW) 人工智慧伺服器需求延续，液冷与整柜交付扩大商机
2026-10-20 网络阅读（59）
纬颖9月营收1,726.20亿元、第三季季增约56%，单月与单季同创新高，反映AI伺服器需求强劲亚马逊Trainium 3持续放量，液冷版本将成明年重点；纬颖亦参与NVIDIA Vera Rubin NVL72试产、展示AMD Helios
英特尔执行长陈立武：中国晶片制造未落后美国太多商业获利才是关键
2026-10-20 网络阅读（55）
陈立武称中国晶片制造差距没外界想像大，重点是能否做出符合客户需求并获利的产品。他指美国强在晶片设计与软硬体生态系，中国则在供应链完整、协同效率与成熟制程规模。英特尔内部重组已完成约80%，他并称追上台积电代工差距仍需数年。
是方虎尾AI资料中心动土投资33亿元2028年下半年正式营运
2026-10-20 网络阅读（49）
是方在中科虎尾举办AI资料中心动土，总投资33亿元，预计2028年下半年正式营运。虎尾AIDC基地1.56公顷、地上4楼、总楼地板面积约6500坪，规划16MW、PUE≤1.4，参照Tier 4标准。公司称将串联虎尾、联云、宏鼎、丽源与跨国海缆服务，打造台湾西部AI算力走廊与跨国AIDC链。
掌握AI与去美元化双引擎贝莱德重磅推出黄金与世界矿业ETF
2026-10-20 网络阅读（46）
贝莱德iShares发行009834、009835两档全球主题ETF，发行价每单位15元。 009834追踪全球黄金指数009835追踪世界矿业指数；前者布局黄金避险，后者涵盖开采、加工与供应链。贝莱德指央行自2022年起每年买金800至1000公吨，且AI、电气化与国防需求推升铜铝镍等矿产需求。
〈台股盘后〉量缩震荡挫529点再度下探季线电子代工、散热逆势抗跌
2026-10-20 网络阅读（60）
台股今(20)日延续量缩震荡格局，开低走高翻红后再度下杀，收盘前卖压涌现，再次回测季线支撑，终场下跌529.15点，跌幅1.13%，收在46292.93点，成交量缩减至7587亿元。电子权值股走弱，台积电下跌15元或0.6%，收2405元，联发科、日月光投控均跌逾1%，联电跌3%。电子代工族群逆势抗跌，鸿海收红，纬创涨逾5%，和硕及广达涨约2%，仁宝、英业达等也小涨。 TPCA Show 2026今日登场，但PCB族群走势两极，IC载板三雄中，欣兴、南电均跌逾5%，景硕也跌3%；其他如金像电、

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"articleList": { "total": 17669, "current": 149, "pageSize": 10, "list": [ { "id": 21094, "title": "制鞋厂钰齐前3季营收143.69亿元自结EPS达2.46元", "shortTitle": "制鞋厂钰齐前3季营收143.69亿元自结EPS达2.46元", "img": "https://cimg.cnyes.cool/prod/news/6634153/l/751a0a50096d9712284f6231dbbdcfa9.jpg", "description": "制鞋厂钰齐-KY(9802-TW)今(20)日公布最新自结获利资讯，2026年第三季税后纯益 1.36 亿元，季减 23.62%，年减 54.68%，每股纯益(EPS)0.68 元，前 3 季累计获利表现上，税后纯益达 4.94 亿元，年减 42.13%，每股纯益 2.46 元制鞋厂钰齐-KY第三季营收为54.36亿元，较第二季52.59亿元增加3.37%，较去年同期38.19亿元增加42.32%；2026年前3季累计营收143.69亿元，也较去年同期127.19亿元增加12.97%，随着近年", "createdAt": "2026-10-20T07:25:33.000Z", "author": "网络", "pv": 46, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21070, "title": "Gartner：3.5兆美元AI基建面临减值风险 80%新兴云端厂商恐难独立生存", "shortTitle": "Gartner：3.5兆美元AI基建面临减值风险 80%新兴", "img": "https://cimg.cnyes.cool/prod/news/6634098/l/78918cb8bb25c1c7700db3302801b4e9.jpg", "description": "Gartner警告AI基础设施投资与商业收入错配，若趋势续行至2030年，逾3.5兆美元投资恐面临减值风险
科技股与AI算力概念股重挫，费半单周跌11.4%，远逊标普500与那指
Gartner料80%新兴云端厂商恐在2030年前无法独立营运", "createdAt": "2026-10-20T07:20:03.000Z", "author": "网络", "pv": 50, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21071, "title": "考核未达标！马斯克去年薪酬1583亿美元却「实领0元」", "shortTitle": "考核未达标！马斯克去年薪酬1583亿美元却「实领0元」", "img": "https://cimg.cnyes.cool/prod/news/6634125/l/2bcd9bb0ddf557bd6c5618383cbaed5b.jpg", "description": "特斯拉揭露马斯克2025年总薪酬1,583.59亿美元，皆为股票奖励会计估值，实际到手为零。
因2025年市值与营运绩效考核未达标，马斯克未取得现金，也未解锁任何股权。
该10年绩效计划设12个行权阶段、约4.24亿股，全部达标最高可拿约1兆美元股票奖励。", "createdAt": "2026-10-20T07:17:55.000Z", "author": "网络", "pv": 49, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21072, "title": "记忆体下一波商机来了美光研发EIM抢攻实体AI", "shortTitle": "记忆体下一波商机来了美光研发EIM抢攻实体AI", "img": "https://cimg.cnyes.cool/prod/news/6633944/l/035bb5d6fa13dddf5c72c634f518dc60.jpg", "description": "美光副总裁李哲称正研发实体AI用边缘推理记忆体EIM，瞄准自驾与人形机器人。
美光正将EIM应用于LPDDR6，与客户讨论新产品。
美光估高效能人形机器人需约200GB DRAM与4TB储存，Counterpoint料DRAM需求2030年较今年增逾20倍。", "createdAt": "2026-10-20T07:00:04.000Z", "author": "网络", "pv": 47, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21073, "title": "AI卖压令人想起1987年股灾财经名嘴：股价下跌不代表基本面转差", "shortTitle": "AI卖压令人想起1987年股灾财经名嘴：股价下跌不代表基本", "img": "https://cimg.cnyes.cool/prod/news/6633851/l/41ac9793dcd1d56e1e6d0afdc6a88972.jpg", "description": "Cramer指1987年黑色星期一教训可用于看AI股卖压：股价下跌不一定代表企业出问题。
上周标普500跌近2%、那指跌4.5%，半导体与资料中心股重挫，但基本面未见明显恶化。
Cramer怀疑卖压或与避险基金清算有关，可能迫使抛股，令股价与基本面脱节。", "createdAt": "2026-10-20T07:00:03.000Z", "author": "网络", "pv": 44, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21078, "title": "《价值型投资最新产业研究报告》纬颖 (6669-TW) 人工智慧伺服器需求延续，液冷与整柜交付扩大商机", "shortTitle": "《价值型投资最新产业研究报告》纬颖 (6669-TW) 人", "img": "https://cimg.cnyes.cool/prod/news/6634151/l/fef20f427b37552a01b6e029b98a4e31.jpg", "description": "纬颖9月营收1,726.20亿元、第三季季增约56%，单月与单季同创新高，反映AI伺服器需求强劲
亚马逊Trainium 3持续放量，液冷版本将成明年重点；纬颖亦参与NVIDIA Vera Rubin NVL72试产、展示AMD Helios", "createdAt": "2026-10-20T06:57:31.000Z", "author": "网络", "pv": 59, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21074, "title": "英特尔执行长陈立武：中国晶片制造未落后美国太多商业获利才是关键", "shortTitle": "英特尔执行长陈立武：中国晶片制造未落后美国太多商业获利才是", "img": "https://cimg.cnyes.cool/prod/news/6634096/l/13d6bb2acf4443bf96d3ce3c59796206.jpg", "description": "陈立武称中国晶片制造差距没外界想像大，重点是能否做出符合客户需求并获利的产品。
他指美国强在晶片设计与软硬体生态系，中国则在供应链完整、协同效率与成熟制程规模。
英特尔内部重组已完成约80%，他并称追上台积电代工差距仍需数年。", "createdAt": "2026-10-20T06:40:03.000Z", "author": "网络", "pv": 55, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21079, "title": "是方虎尾AI资料中心动土投资33亿元2028年下半年正式营运", "shortTitle": "是方虎尾AI资料中心动土投资33亿元2028年下半年正式营", "img": "https://cimg.cnyes.cool/prod/news/6634090/l/6ca291034ab1bd818910e8e5b8c59aa7.jpg", "description": "是方在中科虎尾举办AI资料中心动土，总投资33亿元，预计2028年下半年正式营运。
虎尾AIDC基地1.56公顷、地上4楼、总楼地板面积约6500坪，规划16MW、PUE≤1.4，参照Tier 4标准。
公司称将串联虎尾、联云、宏鼎、丽源与跨国海缆服务，打造台湾西部AI算力走廊与跨国AIDC链。", "createdAt": "2026-10-20T06:35:37.000Z", "author": "网络", "pv": 49, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21080, "title": "掌握AI与去美元化双引擎贝莱德重磅推出黄金与世界矿业ETF", "shortTitle": "掌握AI与去美元化双引擎贝莱德重磅推出黄金与世界矿业ETF", "img": "https://cimg.cnyes.cool/prod/news/6634097/l/02570786ed907345ac119e6af4a02c9d.jpg", "description": "贝莱德iShares发行009834、009835两档全球主题ETF，发行价每单位15元。
009834追踪全球黄金指数009835追踪世界矿业指数；前者布局黄金避险，后者涵盖开采、加工与供应链。
贝莱德指央行自2022年起每年买金800至1000公吨，且AI、电气化与国防需求推升铜铝镍等矿产需求。", "createdAt": "2026-10-20T06:31:07.000Z", "author": "网络", "pv": 46, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21081, "title": "〈台股盘后〉量缩震荡挫529点再度下探季线电子代工、散热逆势抗跌", "shortTitle": "〈台股盘后〉量缩震荡挫529点再度下探季线电子代工、散热逆", "img": "https://cimg.cnyes.cool/prod/news/6634134/l/1a9c4ae863eb91db0ba3d0062932066d.jpg", "description": "台股今(20)日延续量缩震荡格局，开低走高翻红后再度下杀，收盘前卖压涌现，再次回测季线支撑，终场下跌529.15点，跌幅1.13%，收在46292.93点，成交量缩减至7587亿元。电子权值股走弱，台积电下跌15元或0.6%，收2405元，联发科、日月光投控均跌逾1%，联电跌3%。电子代工族群逆势抗跌，鸿海收红，纬创涨逾5%，和硕及广达涨约2%，仁宝、英业达等也小涨。 TPCA Show 2026今日登场，但PCB族群走势两极，IC载板三雄中，欣兴、南电均跌逾5%，景硕也跌3%；其他如金像电、", "createdAt": "2026-10-20T06:30:07.000Z", "author": "网络", "pv": 60, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }