天天财经-提供金融入门知识-投资理财技巧-热点新闻

营收速报 - 利勤(4426)9月营收1.19亿元年增率高达76.06％
2026-10-13 网络阅读（52）
利勤(4426-TW)今天公告2026年9月营收为新台币1.19亿元，年增率76.06%，月增率26.07%。今年1-9月累计营收为7.54亿元，累计年增率15.78%。最新价为7.61元，近5日股价上涨1.06%，相关纺织纤维上涨4.45%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+77 张外资买卖超：+68 张投信买卖超：0 张自营商买卖超：+9 张近6个月营收一览月份月营收年增率月增率 26/9 1.19亿 76% 26% 26/8 9,435万 18% 4%
营收速报 - 艾美特-KY(1626)9月营收4.77亿元年增率高达37.47％
2026-10-13 网络阅读（57）
艾美特-KY(1626-TW)今天公告2026年9月营收为新台币4.77亿元，年增率37.47%，月增率26.74%。今年1-9月累计营收为64.11亿元，累计年增率0.98%。最新价为9.72元，近5日股价上涨0.73%，相关电器电缆上涨3.72%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+20 张外资买卖超：+18 张投信买卖超：0 张自营商买卖超：+2 张近6个月营收一览月份月营收年增率月增率 26/9 4.77亿 37% 27% 26/8 3.76亿 22%
出口额年增1220%！深圳机器人加速出海　清洁机器人等三大类增幅明显
2026-10-13 网络阅读（68）
深圳前8月各类机器人出口111.3亿元，年增12.2倍。机器人报关单每月逾1万份、年增40%，主要销往欧美。具身、人形与四脚机器人海外落地加速，带动企业海外营收成长。
AI传输速度大升级！辉达联手思科推新光模组频宽密度飙4倍
2026-10-13 网络阅读（53）
辉达、思科宣布推出新一代可插拔光模组标准USFP，首款支援单通道400Gb/s电讯号。 USFP同尺寸可达6.4Tb/s、未来12.8Tb/s，频宽密度与能源效率优于现有方案。双方携TE Connectivity、安费诺建供应链，盼推开放标准降AI工厂网路成本。
SpaceX例外！马斯克：中国制造扩产实力太空以外领域难逢敌手
2026-10-13 网络阅读（50）
马斯克在X贴文称，中国一旦掌握产品生产，扩产能力常超过其他国家总和，锂电池与太阳能电池板已见此现象。他并指出，若非SpaceX，太空领域也可能如此；SpaceX送入轨道货物量约为其他国家总和10倍。马斯克称，在不计入SpaceX后，现今送入轨道的大部分货物来自中国。
全球手机出货暴跌20%！创14年最惨第三季记忆体缺货成元凶
2026-10-13 网络阅读（102）
2026年Q3全球智慧型手机出货量年减20%，创2012年以来同期最低。三星市占23%居首，苹果升至22%首度Q3破20%；小米年减逾30%，OPPO、vivo也跌逾20%。 Counterpoint估减产、涨价与聚焦高阶产品将延续，低中阶市场仍受供应紧张与购买力压力。
巨亨速报 - Factset 最新调查：日月光投控(3711-TW)EPS预估上修至18.98元，预估目标价为755元
2026-10-13 网络阅读（80）
根据FactSet最新调查，共17位分析师，对日月光投控(3711-TW)做出2026年EPS预估：中位数由18.72元上修至18.98元，其中最高估值20.36元，最低估值16.97元，预估目标价为755元。市场预估EPS预估值2026年(前值)2027年2028年最高值20.36(20.36)34.2657.12最低值16.97(16.97)24.2626.28平均值18.9(18.81)28.9737.8中位数18.98(18.72)29.7237.93市场预估营收预估值(单位：新台币千元
巨亨速报 - Factset 最新调查：智邦(2345-TW)EPS预估上修至86.43元，预估目标价为3500元
2026-10-13 网络阅读（75）
根据FactSet最新调查，共10位分析师，对智邦(2345-TW)做出2026年EPS预估：中位数由85.78元上修至86.43元，其中最高估值90.52元，最低估值78.59元，预估目标价为3500元。市场预估EPS预估值2026年(前值)2027年2028年最高值90.52(90.52)139.61205.86最低值78.59(78.59)86.97145.77平均值86.36(86.15)117.97172.25中位数86.43(85.78)120.28169.54市场预估营收预估值(单
巨亨速报 - Factset 最新调查：群联(8299-TW)EPS预估上修至416.97元，预估目标价为2900元
2026-10-13 网络阅读（76）
根据FactSet最新调查，共11位分析师，对群联(8299-TW)做出2026年EPS预估：中位数由409.86元上修至416.97元，其中最高估值478.35元，最低估值360.88元，预估目标价为2900元。市场预估EPS预估值2026年(前值)2027年2028年最高值478.35(478.35)618300.03最低值360.88(360.88)132.1656.37平均值412.32(409.91)347227.06中位数416.97(409.86)362.55267.92市场预估营
巨亨速报 - Factset 最新调查：玉晶光(3406-TW)目标价调升至1050元，幅度约15.38%
2026-10-13 网络阅读（66）
根据FactSet最新调查，共7位分析师，对玉晶光(3406-TW)提出目标价估值：中位数由910元上修至1050元，调升幅度15.38%。其中最高估值1415元，最低估值410元。综合评级 - 共有7位分析师给予玉晶光(3406-TW)评价：积极乐观4位、保持中立1位、保守悲观2位。玉晶光(3406-TW)今(12日)收盘价为1070元。近5日股价上涨1.42%，相关光电业近5日上涨2.22%，集中市场加权指数下跌0.82%，股价涨幅表现优于大盘。资料来源：Factset，数据仅供参考，不

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机器人报关单每月逾1万份、年增40%，主要销往欧美。
具身、人形与四脚机器人海外落地加速，带动企业海外营收成长。", "createdAt": "2026-10-13T00:50:04.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19945, "title": "AI传输速度大升级！辉达联手思科推新光模组频宽密度飙4倍", "shortTitle": "AI传输速度大升级！辉达联手思科推新光模组频宽密度飙4倍", "img": "https://cimg.cnyes.cool/prod/news/6629028/l/8174334d7a4db5770c6209012ec5d9cd.jpg", "description": "辉达、思科宣布推出新一代可插拔光模组标准USFP，首款支援单通道400Gb/s电讯号。
USFP同尺寸可达6.4Tb/s、未来12.8Tb/s，频宽密度与能源效率优于现有方案。
双方携TE Connectivity、安费诺建供应链，盼推开放标准降AI工厂网路成本。", "createdAt": "2026-10-13T00:50:03.000Z", "author": "网络", "pv": 53, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19922, "title": "SpaceX例外！马斯克：中国制造扩产实力太空以外领域难逢敌手", "shortTitle": "SpaceX例外！马斯克：中国制造扩产实力太空以外领域难逢", "img": "https://cimg.cnyes.cool/prod/news/6629096/l/a6f3e25887dea1299e29dc70dab383f8.jpg", "description": "马斯克在X贴文称，中国一旦掌握产品生产，扩产能力常超过其他国家总和，锂电池与太阳能电池板已见此现象。
他并指出，若非SpaceX，太空领域也可能如此；SpaceX送入轨道货物量约为其他国家总和10倍。
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三星市占23%居首，苹果升至22%首度Q3破20%；小米年减逾30%，OPPO、vivo也跌逾20%。
Counterpoint估减产、涨价与聚焦高阶产品将延续，低中阶市场仍受供应紧张与购买力压力。", "createdAt": "2026-10-13T00:30:14.000Z", "author": "网络", "pv": 102, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] }, { "id": 19927, "title": "巨亨速报 - Factset 最新调查：日月光投控(3711-TW)EPS预估上修至18.98元，预估目标价为755元", "shortTitle": "巨亨速报 - Factset 最新调查：日月光投控(3711", "img": "", "description": "根据FactSet最新调查，共17位分析师，对日月光投控(3711-TW)做出2026年EPS预估：中位数由18.72元上修至18.98元，其中最高估值20.36元，最低估值16.97元，预估目标价为755元。市场预估EPS预估值2026年(前值)2027年2028年最高值20.36(20.36)34.2657.12最低值16.97(16.97)24.2626.28平均值18.9(18.81)28.9737.8中位数18.98(18.72)29.7237.93市场预估营收预估值(单位：新台币千元", "createdAt": "2026-10-13T00:10:52.000Z", "author": "网络", "pv": 80, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19928, "title": "巨亨速报 - Factset 最新调查：智邦(2345-TW)EPS预估上修至86.43元，预估目标价为3500元", "shortTitle": "巨亨速报 - Factset 最新调查：智邦(2345-TW", "img": "", "description": "根据FactSet最新调查，共10位分析师，对智邦(2345-TW)做出2026年EPS预估：中位数由85.78元上修至86.43元，其中最高估值90.52元，最低估值78.59元，预估目标价为3500元。市场预估EPS预估值2026年(前值)2027年2028年最高值90.52(90.52)139.61205.86最低值78.59(78.59)86.97145.77平均值86.36(86.15)117.97172.25中位数86.43(85.78)120.28169.54市场预估营收预估值(单", "createdAt": "2026-10-13T00:10:51.000Z", "author": "网络", "pv": 75, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19929, "title": "巨亨速报 - Factset 最新调查：群联(8299-TW)EPS预估上修至416.97元，预估目标价为2900元", "shortTitle": "巨亨速报 - Factset 最新调查：群联(8299-TW", "img": "", "description": "根据FactSet最新调查，共11位分析师，对群联(8299-TW)做出2026年EPS预估：中位数由409.86元上修至416.97元，其中最高估值478.35元，最低估值360.88元，预估目标价为2900元。市场预估EPS预估值2026年(前值)2027年2028年最高值478.35(478.35)618300.03最低值360.88(360.88)132.1656.37平均值412.32(409.91)347227.06中位数416.97(409.86)362.55267.92市场预估营", "createdAt": "2026-10-13T00:10:49.000Z", "author": "网络", "pv": 76, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19930, "title": "巨亨速报 - Factset 最新调查：玉晶光(3406-TW)目标价调升至1050元，幅度约15.38%", "shortTitle": "巨亨速报 - Factset 最新调查：玉晶光(3406-T", "img": "", "description": "根据FactSet最新调查，共7位分析师，对玉晶光(3406-TW)提出目标价估值：中位数由910元上修至1050元，调升幅度15.38%。其中最高估值1415元，最低估值410元。综合评级 - 共有7位分析师给予玉晶光(3406-TW)评价：积极乐观4位、保持中立1位、保守悲观2位。玉晶光(3406-TW)今(12日)收盘价为1070元。近5日股价上涨1.42%，相关光电业近5日上涨2.22%，集中市场加权指数下跌0.82%，股价涨幅表现优于大盘。资料来源：Factset，数据仅供参考，不", "createdAt": "2026-10-13T00:10:38.000Z", "author": "网络", "pv": 66, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }