天天财经-提供金融入门知识-投资理财技巧-热点新闻

巨亨速报 - Factset 最新调查：旺矽(6223-TW)EPS预估上修至64.86元，预估目标价为8415元
2026-10-13 网络阅读（99）
根据FactSet最新调查，共13位分析师，对旺矽(6223-TW)做出2026年EPS预估：中位数由64.33元上修至64.86元，其中最高估值76.28元，最低估值59.69元，预估目标价为8415元。市场预估EPS预估值2026年(前值)2027年2028年最高值76.28(76.28)205.92338.59最低值59.69(59.69)102.02171.68平均值66.72(66.57)139.66236.63中位数64.86(64.33)137.53230.44市场预估营收预估值(
巨亨速报 - Factset 最新调查：南亚科(2408-TW)EPS预估上修至76.14元，预估目标价为681.4元
2026-10-13 网络阅读（89）
根据FactSet最新调查，共13位分析师，对南亚科(2408-TW)做出2026年EPS预估：中位数由74.69元上修至76.14元，其中最高估值80.53元，最低估值55.98元，预估目标价为681.4元。市场预估EPS预估值2026年(前值)2027年2028年最高值80.53(80.53)148.08229.06最低值55.98(55.98)71.4888.67平均值74.1(72.25)122.18145.91中位数76.14(74.69)126.45136.04市场预估营收预估值(单
多头满四年藏隐忧！标普500逾八成个股从高点跌逾10% 专家揭：全靠少数科技巨头苦撑
2026-10-13 网络阅读（62）
标普500约84%成分股较历史高点跌逾10%，房地产97%最弱，少数大型股撑盘。若以跌逾20%算熊市，59%成分股已达标，41%跌逾30%、17%跌逾50%。标普500多头满4年，属1950年代以来第11次；累计涨119%，收7807.24点。
力丽集团旗下天意能创整合四大战队切入水资源、绿电与AI环工
2026-10-13 网络阅读（52）
天意能创以水资源、绿电与AI环工整合四大战队，获选2026台湾国际水周 AquaImpact 永续水标志。总经理李静绮称，透过单一窗口整合水处理、再生水、再生能源与后端维运，协助企业提升营运韧性。公司以AI云端战情室、光储合一及MBR等技术，优化用电与水质控制，累积多项科学园区及再生水厂实绩。
和椿Q3营收写历年单季新高半导体、AI伺服器拉货动能强劲
2026-10-13 网络阅读（77）
第3季合并营收11.13亿元、年增57.93％，创和椿历年单季新高；前3季营收27.88亿元、年增55.39％。受半导体、高阶AI伺服器、电子制造客户对自动化设备与次系统拉货延续，营收逐季走高。 9月营收3.28亿元、月减19.59％，因部分订单配合建置与验收递延出货，后续季度将陆续认列。
大鲁阁在日本开匹克球俱乐部明年起逐步发展连锁经营
2026-10-13 网络阅读（74）
大鲁阁12月下旬将在千叶县JR下总中山站附近开首家「大鲁阁匹克球俱乐部」，并与日本匹克球联盟合作，明年起拚连锁经营。该店携手JR东日本都市开发株式会社，活化铁路高架桥下空间，初期设2面全天候匹克球场，明年起陆续扩充。大鲁阁海外布局持续推进，美国已开5家、日本棒垒球打击场2家。
大鲁阁插旗日本关东开出二大据点将发展日本连锁版图
2026-10-13 网络阅读（55）
大鲁阁成功插旗日本，关东千叶店、宇都宫店10月10日开幕，未来将发展连锁。以收购既有打击场改造升级，低资本、短筹备期导入台湾运动娱乐模式。首阶段导入HitTrax，后续规划AI打击教练。
正文携手高通、gFiber 将边缘AI技术导入Wi-Fi 8宽频闸道器
2026-10-13 网络阅读（54）
网通厂正文(4906-TW)今(13)日于 Network X2026 展会发表全新 AI 原生 Wi-Fi 8 宽频闸道器。该产品是与高通(QCOM-US)及营运商 gFiber, Inc.（原 Google Fiber）合作开发，将边缘 AI及下一代连线技术带入家庭网路生活。正文指出，该闸道器采用高通 Dragonwing™ NPro A8 Elite 平台，由正文科技进行产品工程设计，搭载正文科技子公司 Genix Networks 的智慧软体，并由营运商 gFiber 推出
志圣自结前3季税后赚16.61亿元年增近2倍 EPS达10.67元
2026-10-13 网络阅读（69）
志圣2026年第三季税后纯益5.55亿元，季减13.3%、年增1.62倍；1-9月税后纯益16.61亿元、年增1.91倍，EPS 10.67元。第三季营收29.78亿元、年增93.9%；1-9月营收80.23亿元、年增84.2%。
耀登董座看好卫星业务倍数成长锁定国防海事、布局太空酬载
2026-10-13 网络阅读（63）
耀登启用桃园八德全球总部暨研发中心，董事长张玉斌看好卫星通讯长线爆发力。耀登卫星业务营收占比约个位数，力拚明年倍增，并预期2028年发酵。公司今年底前完成低轨卫星地面端设计交付，并洽谈卫星内部酬载专案。

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若以跌逾20%算熊市，59%成分股已达标，41%跌逾30%、17%跌逾50%。
标普500多头满4年，属1950年代以来第11次；累计涨119%，收7807.24点。", "createdAt": "2026-10-13T10:10:05.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 20054, "title": "力丽集团旗下天意能创整合四大战队切入水资源、绿电与AI环工", "shortTitle": "力丽集团旗下天意能创整合四大战队切入水资源、绿电与AI环工", "img": "https://cimg.cnyes.cool/prod/news/6629504/l/8726e4c6ef02a52f7eca165d497235e3.jpg", "description": "天意能创以水资源、绿电与AI环工整合四大战队，获选2026台湾国际水周 AquaImpact 永续水标志。
总经理李静绮称，透过单一窗口整合水处理、再生水、再生能源与后端维运，协助企业提升营运韧性。
公司以AI云端战情室、光储合一及MBR等技术，优化用电与水质控制，累积多项科学园区及再生水厂实绩。", "createdAt": "2026-10-13T10:04:14.000Z", "author": "网络", "pv": 52, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20055, "title": "和椿Q3营收写历年单季新高半导体、AI伺服器拉货动能强劲", "shortTitle": "和椿Q3营收写历年单季新高半导体、AI伺服器拉货动能强劲", "img": "https://cimg.cnyes.cool/prod/news/6629503/l/39e826a1c28edb05beb7482999481bf0.jpg", "description": "第3季合并营收11.13亿元、年增57.93％，创和椿历年单季新高；前3季营收27.88亿元、年增55.39％。
受半导体、高阶AI伺服器、电子制造客户对自动化设备与次系统拉货延续，营收逐季走高。
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该店携手JR东日本都市开发株式会社，活化铁路高架桥下空间，初期设2面全天候匹克球场，明年起陆续扩充。
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第三季营收29.78亿元、年增93.9%；1-9月营收80.23亿元、年增84.2%。
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耀登卫星业务营收占比约个位数，力拚明年倍增，并预期2028年发酵。
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