天天财经-提供金融入门知识-投资理财技巧-热点新闻

国庆后变盘还是起风？野村：历史数据揭晓节后3个月与6个月表现是关键
2026-10-13 网络阅读（63）
台股近期叩关5万点未果后陷入震荡，野村投信统计近十年资料，以各年国庆假期后第一个交易日为起点，观察台股加权股价报酬指数后续表现，三个月及六个月平均总报酬率分别为7.77%、11.32%，显示国庆后表现值得留意。展望今年第四季，传统电子旺季与新一代AI伺服器出货动能，可望共同支撑供应链营运，企业实际业绩将是观察后市的重要依据。进一步观察，若排除受到2018年12月联准会升息、2020年3月新冠疫情及2025年4月对等关税冲击的多头年度，统计国庆后三个月、六个月平均总报酬率分别为8.68%、16.
亚德客-KY(1590)毛利率悄悄跳上 49.7%，气动元件上升循环延续至2027年！
2026-10-13 网络阅读（58）
毛利率跃升至49.7%背后：营运结构出现本质转变亚德客-KY(1590-TW)连三季创下历史新高。市场关注毛利率结构改变。公司2026年第二季毛利率达到49.72%，公司在2026年7月将全年营业利益率目标由31%调高至34%，反映管理层对本身产品定价力与费用控管的信心。 (资料来源：优分析产业资料库) 根据《优分析产业资料库》数据，这波获利能力走扬，主因来自产品组合向高毛利领域倾斜，以及营收规模扩大带来的费用杠杆效应。毛利率改善双引擎：线性滑轨：稼动率跨越临界点，固定成本摊薄效应显现。半
英特尔陈立武：中国AI模型成本更低　普及速度非常快
2026-10-13 网络阅读（58）
陈立武肯定DeepSeek、Kimi、GLM等中国AI模型成本较低、性能已足够好，普及速度快他在12日新加坡星展银行活动称，Token成本具优势且能满足实际需求，自己支持开源技术分析指AI竞争焦点转向推理成本与效率，未来哪类模型落地将由市场决定
资本已成AI最大瓶颈！英特尔、博通CEO同声示警马斯克酸「在赌场就别哭」
2026-10-13 网络阅读（53）
陈福阳、陈立武示警：AI瓶颈已从晶片转向资本与ROI不确定性陈福阳称投资人像赌场下注，马斯克回「在赌场就别哭」博通、英特尔仍积极募资；算力需求恐延续至2029、2030年
统一超Q4鲜食淡季不淡全新秋冬菜单上线打造社会厨房
2026-10-13 网络阅读（62）
统一超9月合并营收314.49亿元，年增7.82%，创同期新高。 7-ELEVEN今日起全面换上秋冬新菜单，推雷神巧克力联名面包、甜点、霜淇淋。统一超看好秋冬鲜食暖商机；大数据指10至12月浓郁系奶茶需求年增50%，CITY TEA主打热奶盖。
技嘉旗下技钢参展OCP展出辉达机柜级架构驱动AI与云端资料中心蓬勃发展
2026-10-13 网络阅读（77）
技嘉(2376-TW)今(13)日宣布参与 OCP Global Summit，并于展会现场展出机柜级 AI 产品组合。技嘉 #A39 展位亮点包括完整配置的 NVIDIA Vera Rubin NVL72 平台、NVIDIA Vera CPU 机柜与 NVIDIA Groq 3 LPX 的代表性机柜，以及整合运算、储存、管理与 GPU 节点的 OCP 规格机柜。 NVIDIA Vera Rubin NVL72 于 NVIDIA GTC 2026 首度亮相后，现已进入量产阶段，并陆续部署至超大规
〈焦点股〉迎广Q3营收9亿元写近18年单季新高一度亮灯涨停
2026-10-13 网络阅读（49）
伺服器机壳厂迎广(6117-TW)受惠AI伺服器出货升温，拉货动能逐步走强，带动9月营收达3.83亿元，年月皆成长超过3成，且第三季营收9.39亿元，为2008年第四季以来新高，激励迎广今(13)日无惧大盘走弱，股价一度亮灯涨停。迎广今天早盘以67元开高走高，盘中强攻涨停价71.1元，不过未锁住，一举收复5日线及月线，排队委买单约4000张，成交量则超过1000张。不过三大法人连续3个交易日卖超，合计卖超706张。迎广9月营收3.83亿元，月增35.78%，年增36.
「非常、非常、非常可能」！ TikTok执行长预言：AI两三年内有望催生重大科学突破
2026-10-13 网络阅读（51）
周受资称AI未来2至3年可望在物理、生技、化学与材料科学带来重大突破。字节跳动4月推Protenix-v2，聚焦生物分子结构预测与设计，并与科学家协作拓展基础科研。他警告模型对齐、伦理与网路安全风险上升，AI也正重塑TikTok内容、推荐与审核。
世芯-KY(3661)8月营收年增273.61%连两月创高，N3量产放量、N2接棒延续成长至2029年
2026-10-13 网络阅读（74）
2026年10月13日（优分析／产业数据中心报导）⸺ 世芯-KY的N3专案自5月底量产出货后，营收已连续三个月改写历史新高，7月营收月增108.07%、年增181.78%，8月再月增18%、年增273.61%。第三季营收季增243%、年增299%，2026年约8成营收集中在下半年。对照2025年全年营收9.92亿美元、年减39%，公司最坏的情况已正式过去，法人预估2026年营收年增逾倍，挑战历史新高，N3贡献预估超过400亿元。 (图片来源：优分析产业资料库) N2专案价量同步上修，规模可望
辉达高点回落技术面亮警讯？分析师揭关键价位
2026-10-13 网络阅读（61）
辉达上周创历史新高，但周一跌1.2%至226.32美元，连4日收低，费半也跌2.6%。技术分析师称辉达过去18个月周线呈「大型、偏空的上升楔形」，上涨动能减弱。若周线跌破支撑线恐出卖讯号；月线先看204.84美元，跌破185.94美元或意味问题浮现。

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统一超看好秋冬鲜食暖商机；大数据指10至12月浓郁系奶茶需求年增50%，CITY TEA主打热奶盖。", "createdAt": "2026-10-13T04:00:01.000Z", "author": "网络", "pv": 62, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19999, "title": "技嘉旗下技钢参展OCP展出辉达机柜级架构驱动AI与云端资料中心蓬勃发展", "shortTitle": "技嘉旗下技钢参展OCP展出辉达机柜级架构驱动AI与云端资料", "img": "https://cimg.cnyes.cool/prod/news/6629182/l/e0df298bfb9252bc9f0b70451186d202.jpg", "description": "技嘉(2376-TW)今(13)日宣布参与 OCP Global Summit，并于展会现场展出机柜级 AI 产品组合。技嘉 #A39 展位亮点包括完整配置的 NVIDIA Vera Rubin NVL72 平台、NVIDIA Vera CPU 机柜与 NVIDIA Groq 3 LPX 的代表性机柜，以及整合运算、储存、管理与 GPU 节点的 OCP 规格机柜。 NVIDIA Vera Rubin NVL72 于 NVIDIA GTC 2026 首度亮相后，现已进入量产阶段，并陆续部署至超大规", "createdAt": "2026-10-13T03:52:56.000Z", "author": "网络", "pv": 77, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 20000, "title": "〈焦点股〉迎广Q3营收9亿元写近18年单季新高一度亮灯涨停", "shortTitle": "〈焦点股〉迎广Q3营收9亿元写近18年单季新高一度亮灯涨停", "img": "https://cimg.cnyes.cool/prod/news/6629291/l/2c0185a217c60bd2b88abfaf682eec81.jpg", "description": "伺服器机壳厂迎广(6117-TW)受惠AI伺服器出货升温，拉货动能逐步走强，带动9月营收达3.83亿元，年月皆成长超过3成，且第三季营收9.39亿元，为2008年第四季以来新高，激励迎广今(13)日无惧大盘走弱，股价一度亮灯涨停。  迎广今天早盘以67元开高走高，盘中强攻涨停价71.1元，不过未锁住，一举收复5日线及月线，排队委买单约4000张，成交量则超过1000张。不过三大法人连续3个交易日卖超，合计卖超706张。  迎广9月营收3.83亿元，月增35.78%，年增36.", "createdAt": "2026-10-13T03:50:13.000Z", "author": "网络", "pv": 49, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19977, "title": "「非常、非常、非常可能」！ TikTok执行长预言：AI两三年内有望催生重大科学突破", "shortTitle": "「非常、非常、非常可能」！ TikTok执行长预言：AI两三", "img": "https://cimg.cnyes.cool/prod/news/6629255/l/d40e7e5571829ab5ed04459d5429825f.jpg", "description": "周受资称AI未来2至3年可望在物理、生技、化学与材料科学带来重大突破。
字节跳动4月推Protenix-v2，聚焦生物分子结构预测与设计，并与科学家协作拓展基础科研。
他警告模型对齐、伦理与网路安全风险上升，AI也正重塑TikTok内容、推荐与审核。", "createdAt": "2026-10-13T03:40:03.000Z", "author": "网络", "pv": 51, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19980, "title": "世芯-KY(3661)8月营收年增273.61%连两月创高，N3量产放量、N2接棒延续成长至2029年", "shortTitle": "世芯-KY(3661)8月营收年增273.61%连两月创高，", "img": "", "description": "2026年10月13日（优分析／产业数据中心报导）⸺ 世芯-KY的N3专案自5月底量产出货后，营收已连续三个月改写历史新高，7月营收月增108.07%、年增181.78%，8月再月增18%、年增273.61%。第三季营收季增243%、年增299%，2026年约8成营收集中在下半年。对照2025年全年营收9.92亿美元、年减39%，公司最坏的情况已正式过去，法人预估2026年营收年增逾倍，挑战历史新高，N3贡献预估超过400亿元。 (图片来源：优分析产业资料库) N2专案价量同步上修，规模可望", "createdAt": "2026-10-13T03:30:14.000Z", "author": "网络", "pv": 74, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19978, "title": "辉达高点回落技术面亮警讯？分析师揭关键价位", "shortTitle": "辉达高点回落技术面亮警讯？分析师揭关键价位", "img": "https://cimg.cnyes.cool/prod/news/6628978/l/c733981d8eb3a4e4ef8bd7c346c2c17d.jpg", "description": "辉达上周创历史新高，但周一跌1.2%至226.32美元，连4日收低，费半也跌2.6%。
技术分析师称辉达过去18个月周线呈「大型、偏空的上升楔形」，上涨动能减弱。
若周线跌破支撑线恐出卖讯号；月线先看204.84美元，跌破185.94美元或意味问题浮现。", "createdAt": "2026-10-13T03:30:04.000Z", "author": "网络", "pv": 61, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }