天天财经-提供金融入门知识-投资理财技巧-热点新闻

映泰进军AIoT Taiwan 2026 发表全新EdgeComp边缘运算系统
2026-10-12 网络阅读（62）
板卡暨工业电脑厂映泰(2399-TW)将于10/20-10/22参加在台北南港展览馆一馆登场的AIoT Taiwan 2026台湾国际人工智慧暨物联网展，首度展示搭载英特尔(INTC-US)与辉达(NVDA-US)双平台的全新工业主机板及EdgeComp系统。映泰此次锁定边缘AI与物联网升级商机，展出产品涵盖板级平台与整机系统，全面支援智慧制造、工业自动化、机器视觉与智慧边缘等各类应用，全力抢攻系统整合商与智慧零售等垂直领域订单。在Intel平台阵容方面，映泰将推出涵盖Intel W880晶
盛新材料扩大布局抢攻AI、先进封装与高功率应用市场10/15登录兴柜
2026-10-12 网络阅读（62）
盛新材料10月15日以每股35元参考价登录兴柜，为广运集团旗下SiC晶锭及基板厂。 OTC资料显示，2026年1-8月营收4937万元，已超过2025年全年；税后亏损1.91亿元、每股纯损2.53元。 9月营收781万元、年增87%；1-9月营收5718万元、年增1.38倍，6吋与8吋产品出货增。
营收速报 - 广积(8050)9月营收11.45亿元年增率高达167.1％
2026-10-12 网络阅读（66）
广积(8050-TW)今天公告2026年9月营收为新台币11.45亿元，年增率167.1%，月增率65.21%。今年1-9月累计营收为56.90亿元，累计年增率32.55%。最新价为60.7元，近5日股价下跌-2.89%，相关电脑及周设类指数下跌-1.85%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-621 张外资买卖超：-613 张投信买卖超：0 张自营商买卖超：-8 张近6个月营收一览月份月营收年增率月增率 26/9 11.45亿 167% 65% 26/8 6
营收速报 - 崴宝(7744)9月营收4.39亿元年增率高达122.51％
2026-10-12 网络阅读（66）
崴宝(7744-TW)今天公告2026年9月营收为新台币4.39亿元，年增率122.51%，月增率-2.38%。今年1-9月累计营收为33.46亿元，累计年增率93.7%。最新价为506元，近5日股价下跌-3.98%，相关电子零组件类指数上涨4.03%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-55 张外资买卖超：-46 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 4.39亿 123% -2% 26/8 4.50亿 8
营收速报 - 印能科技(7734)9月营收4.49亿元年增率高达122.27％
2026-10-12 网络阅读（68）
印能科技(7734-TW)今天公告2026年9月营收为新台币4.49亿元，年增率122.27%，月增率75.71%。今年1-9月累计营收为29.04亿元，累计年增率60.38%。最新价为2915元，近5日股价下跌-4.07%，相关半导体类指数下跌-1.4%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+1 张外资买卖超：-15 张投信买卖超：+3 张自营商买卖超：+13 张近6个月营收一览月份月营收年增率月增率 26/9 4.49亿 122% 76% 26/8 2.56
营收速报 - 聚贤研发-创(7631)9月营收1.73亿元年增率高达139.68％
2026-10-12 网络阅读（62）
聚贤研发-创(7631-TW)今天公告2026年9月营收为新台币1.73亿元，年增率139.68%，月增率9.35%。今年1-9月累计营收为13.98亿元，累计年增率120.62%。最新价为139元，近5日股价下跌-3.47%，相关其他电子上涨0.12%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-22 张外资买卖超：-39 张投信买卖超：0 张自营商买卖超：+17 张近6个月营收一览月份月营收年增率月增率 26/9 1.73亿 140% 9% 26/8 1.58亿
营收速报 - 艾玛斯-KY(6933)9月营收14.28亿元年增率高达228.86％
2026-10-12 网络阅读（83）
艾玛斯-KY(6933-TW)今天公告2026年9月营收为新台币14.28亿元，年增率228.86%，月增率5.23%。今年1-9月累计营收为87.11亿元，累计年增率66.27%。最新价为382.5元，近5日股价上涨0.79%，相关电脑周边上涨1.5%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+152 张外资买卖超：+167 张投信买卖超：0 张自营商买卖超：-15 张近6个月营收一览月份月营收年增率月增率 26/9 14.28亿 229% 5% 26/8 13.
营收速报 - 朋亿(6613)9月营收15.97亿元年增率高达139.26％
2026-10-12 网络阅读（55）
朋亿(6613-TW)今天公告2026年9月营收为新台币15.97亿元，年增率139.26%，月增率-5.53%。今年1-9月累计营收为107.09亿元，累计年增率71.72%。最新价为280元，近5日股价上涨1.78%，相关其他电子类指数上涨1.67%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+322 张外资买卖超：+319 张投信买卖超：+7 张自营商买卖超：-4 张近6个月营收一览月份月营收年增率月增率 26/9 15.97亿 139% -6% 26/8 16
营收速报 - 台塑化(6505)9月营收869.28亿元年增率高达65.59％
2026-10-12 网络阅读（66）
台塑化(6505-TW)今天公告2026年9月营收为新台币869.28亿元，年增率65.59%，月增率6.13%。今年1-9月累计营收为5,886.27亿元，累计年增率22.03%。最新价为108.5元，近5日股价上涨10.5%，相关油电燃气上涨9.67%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+4391 张外资买卖超：-32666 张投信买卖超：+37090 张自营商买卖超：-33 张近6个月营收一览月份月营收年增率月增率 26/9 869.28亿 66% 6%
台积电利多将出！谁是下一匹黑马？
2026-10-12 网络阅读（72）
台股受美股震荡与台积电ADR下跌压力，市场聚焦台积电法说与2026、2027年营收及资本支出展望。 AI估值偏高引发美股修正，但云端业者资本支出续增，半导体、先进封装与资料中心供应链仍受惠。 CPO、HBM带动光通讯与记忆体新循环，台积电、万润、南亚科等相关族群成市场焦点。

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"articleList": { "total": 18402, "current": 324, "pageSize": 10, "list": [ { "id": 19829, "title": "映泰进军AIoT Taiwan 2026 发表全新EdgeComp边缘运算系统", "shortTitle": "映泰进军AIoT Taiwan 2026 发表全新EdgeC", "img": "https://cimg.cnyes.cool/prod/news/6628197/l/8fe3f72956d321639450515f275fd3bb.jpg", "description": "板卡暨工业电脑厂映泰(2399-TW)将于10/20-10/22参加在台北南港展览馆一馆登场的AIoT Taiwan 2026台湾国际人工智慧暨物联网展，首度展示搭载英特尔(INTC-US)与辉达(NVDA-US)双平台的全新工业主机板及EdgeComp系统。映泰此次锁定边缘AI与物联网升级商机，展出产品涵盖板级平台与整机系统，全面支援智慧制造、工业自动化、机器视觉与智慧边缘等各类应用，全力抢攻系统整合商与智慧零售等垂直领域订单。在Intel平台阵容方面，映泰将推出涵盖Intel W880晶", "createdAt": "2026-10-12T09:58:23.000Z", "author": "网络", "pv": 62, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19830, "title": "盛新材料扩大布局抢攻AI、先进封装与高功率应用市场10/15登录兴柜", "shortTitle": "盛新材料扩大布局抢攻AI、先进封装与高功率应用市场10/1", "img": "https://cimg.cnyes.cool/prod/news/6628186/l/89a3e49a28930ccaa68b07f2adc33133.jpg", "description": "盛新材料10月15日以每股35元参考价登录兴柜，为广运集团旗下SiC晶锭及基板厂。
OTC资料显示，2026年1-8月营收4937万元，已超过2025年全年；税后亏损1.91亿元、每股纯损2.53元。
9月营收781万元、年增87%；1-9月营收5718万元、年增1.38倍，6吋与8吋产品出货增。", "createdAt": "2026-10-12T09:53:12.000Z", "author": "网络", "pv": 62, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19831, "title": "营收速报 - 广积(8050)9月营收11.45亿元年增率高达167.1％", "shortTitle": "营收速报 - 广积(8050)9月营收11.45亿元年增率", "img": "", "description": "广积(8050-TW)今天公告2026年9月营收为新台币11.45亿元，年增率167.1%，月增率65.21%。今年1-9月累计营收为56.90亿元，累计年增率32.55%。最新价为60.7元，近5日股价下跌-2.89%，相关电脑及周设类指数下跌-1.85%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-621 张外资买卖超：-613 张投信买卖超：0 张自营商买卖超：-8 张近6个月营收一览月份月营收年增率月增率 26/9 11.45亿 167% 65% 26/8 6", "createdAt": "2026-10-12T09:53:03.000Z", "author": "网络", "pv": 66, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19832, "title": "营收速报 - 崴宝(7744)9月营收4.39亿元年增率高达122.51％", "shortTitle": "营收速报 - 崴宝(7744)9月营收4.39亿元年增率高", "img": "", "description": "崴宝(7744-TW)今天公告2026年9月营收为新台币4.39亿元，年增率122.51%，月增率-2.38%。今年1-9月累计营收为33.46亿元，累计年增率93.7%。最新价为506元，近5日股价下跌-3.98%，相关电子零组件类指数上涨4.03%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-55 张外资买卖超：-46 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 4.39亿 123% -2% 26/8 4.50亿 8", "createdAt": "2026-10-12T09:53:01.000Z", "author": "网络", "pv": 66, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19833, "title": "营收速报 - 印能科技(7734)9月营收4.49亿元年增率高达122.27％", "shortTitle": "营收速报 - 印能科技(7734)9月营收4.49亿元年增", "img": "", "description": "印能科技(7734-TW)今天公告2026年9月营收为新台币4.49亿元，年增率122.27%，月增率75.71%。今年1-9月累计营收为29.04亿元，累计年增率60.38%。最新价为2915元，近5日股价下跌-4.07%，相关半导体类指数下跌-1.4%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+1 张外资买卖超：-15 张投信买卖超：+3 张自营商买卖超：+13 张近6个月营收一览月份月营收年增率月增率 26/9 4.49亿 122% 76% 26/8 2.56", "createdAt": "2026-10-12T09:53:00.000Z", "author": "网络", "pv": 68, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19834, "title": "营收速报 - 聚贤研发-创(7631)9月营收1.73亿元年增率高达139.68％", "shortTitle": "营收速报 - 聚贤研发-创(7631)9月营收1.73亿元", "img": "", "description": "聚贤研发-创(7631-TW)今天公告2026年9月营收为新台币1.73亿元，年增率139.68%，月增率9.35%。今年1-9月累计营收为13.98亿元，累计年增率120.62%。最新价为139元，近5日股价下跌-3.47%，相关其他电子上涨0.12%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-22 张外资买卖超：-39 张投信买卖超：0 张自营商买卖超：+17 张近6个月营收一览月份月营收年增率月增率 26/9 1.73亿 140% 9% 26/8 1.58亿 ", "createdAt": "2026-10-12T09:52:59.000Z", "author": "网络", "pv": 62, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19835, "title": "营收速报 - 艾玛斯-KY(6933)9月营收14.28亿元年增率高达228.86％", "shortTitle": "营收速报 - 艾玛斯-KY(6933)9月营收14.28亿", "img": "", "description": "艾玛斯-KY(6933-TW)今天公告2026年9月营收为新台币14.28亿元，年增率228.86%，月增率5.23%。今年1-9月累计营收为87.11亿元，累计年增率66.27%。最新价为382.5元，近5日股价上涨0.79%，相关电脑周边上涨1.5%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+152 张外资买卖超：+167 张投信买卖超：0 张自营商买卖超：-15 张近6个月营收一览月份月营收年增率月增率 26/9 14.28亿 229% 5% 26/8 13.", "createdAt": "2026-10-12T09:52:58.000Z", "author": "网络", "pv": 83, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19836, "title": "营收速报 - 朋亿(6613)9月营收15.97亿元年增率高达139.26％", "shortTitle": "营收速报 - 朋亿(6613)9月营收15.97亿元年增率", "img": "", "description": "朋亿(6613-TW)今天公告2026年9月营收为新台币15.97亿元，年增率139.26%，月增率-5.53%。今年1-9月累计营收为107.09亿元，累计年增率71.72%。最新价为280元，近5日股价上涨1.78%，相关其他电子类指数上涨1.67%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+322 张外资买卖超：+319 张投信买卖超：+7 张自营商买卖超：-4 张近6个月营收一览月份月营收年增率月增率 26/9 15.97亿 139% -6% 26/8 16", "createdAt": "2026-10-12T09:52:56.000Z", "author": "网络", "pv": 55, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19837, "title": "营收速报 - 台塑化(6505)9月营收869.28亿元年增率高达65.59％", "shortTitle": "营收速报 - 台塑化(6505)9月营收869.28亿元年", "img": "", "description": "台塑化(6505-TW)今天公告2026年9月营收为新台币869.28亿元，年增率65.59%，月增率6.13%。今年1-9月累计营收为5,886.27亿元，累计年增率22.03%。最新价为108.5元，近5日股价上涨10.5%，相关油电燃气上涨9.67%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+4391 张外资买卖超：-32666 张投信买卖超：+37090 张自营商买卖超：-33 张近6个月营收一览月份月营收年增率月增率 26/9 869.28亿 66% 6%", "createdAt": "2026-10-12T09:52:55.000Z", "author": "网络", "pv": 66, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19808, "title": "台积电利多将出！谁是下一匹黑马？", "shortTitle": "台积电利多将出！谁是下一匹黑马？", "img": "https://cimg.cnyes.cool/prod/news/6628194/l/281ee89548b257df1dc516855cbd560c.jpg", "description": "台股受美股震荡与台积电ADR下跌压力，市场聚焦台积电法说与2026、2027年营收及资本支出展望。
AI估值偏高引发美股修正，但云端业者资本支出续增，半导体、先进封装与资料中心供应链仍受惠。
CPO、HBM带动光通讯与记忆体新循环，台积电、万润、南亚科等相关族群成市场焦点。", "createdAt": "2026-10-12T09:33:18.000Z", "author": "网络", "pv": 72, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }