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"title": "〈南亚科法说〉Q3纯益季增7成EPS 25.4元 总座:DRAM仍严重缺货 Q4价格续涨",
"shortTitle": "〈南亚科法说〉Q3纯益季增7成EPS 25.4元 总座:DR",
"img": "https://cimg.cnyes.cool/prod/news/6628124/l/05ce7e9f66b30787a4e77f25d0114a6f.jpg",
"description": "DRAM厂南亚科(2408-TW)今(12)日召开法说,第三季税后纯益876.27亿元,季增74.6%、年增55倍,每股纯益25.4元;累计前三季税后纯益1637.77亿元,每股纯益49.28元。展望第四季,南亚科总经理李培瑛表示,AI应用持续扩大,DRAM市场目前仍处于严重缺货状态,预期第四季平均售价(ASP)持续上涨,毛利率也有机会进一步提升。 南亚科第三季营收1336.49亿元,季增61.9%、年增611%;毛利率85.7%,季增6.2个百分点、年增67.2个百分点、营业利益率80%,季增",
"createdAt": "2026-10-12T09:22:56.000Z",
"author": "网络",
"pv": 84,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 19806,
"title": "十年期美债殖利率破5%重演2007历史?专家:股市兴衰不能只看利率",
"shortTitle": "十年期美债殖利率破5%重演2007历史?专家:股市兴衰不能只",
"img": "https://cimg.cnyes.cool/prod/news/6628033/l/6c640949edfafbe13894de9877c22177.jpg",
"description": "美国10年期公债殖利率升至5.23%,创2007年来新高,市场忧心重演金融海啸。 分析师指主因是美国政府赤字、债务逾40兆美元与发债暴增,并非单一殖利率。 2007年股市崩盘真正肇因是次贷与信用危机;殖利率破5%后,标普500当年仍再涨约4个月。",
"createdAt": "2026-10-12T09:10:03.000Z",
"author": "网络",
"pv": 74,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 19814,
"title": "融资余额飙历史新高,8400亿量能换手失败?高档多杀多引信已被点燃!",
"shortTitle": "融资余额飙历史新高,8400亿量能换手失败?高档多杀多引信已",
"img": "https://cimg.cnyes.cool/prod/news/6628180/l/b05eb0f44e28835d048ab84257136f93.jpg",
"description": "台股早盘一度跌逾544点,终场小跌11.48点至49301.96点,成交8439亿元,量能仅持平月均量。 融资余额已冲上历史高档,若缺乏有效换手,短线浮额与高档筹码恐成卖压来源。 重电与电力基础建设族群转强,华城受AI资料中心电力建置、电网升级需求带动;台达电、广达受337调查短线承压。",
"createdAt": "2026-10-12T09:05:49.000Z",
"author": "网络",
"pv": 63,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 19815,
"title": "视阳(6782) 产能三级跳、供不应求看到2027!48.8% 毛利率是天花板还是起点?",
"shortTitle": "视阳(6782) 产能三级跳、供不应求看到2027!48.8",
"img": "",
"description": "彩片需求强劲,扩产时程持续提前 视阳(6782-TW)2026年第二季月产能已达5,500万片,提前达成原定第三季目标;第四季预计提升至6,300万片,并进一步将2027年第一季产能目标上调至7,500万片。产能快速扩张,反映矽水胶彩片需求强劲。目前整体稼动率约95%,彩片产线接近满载,订单能见度约2至3个月,部分客户也已开始洽谈2027年新案。 市场需求不只来自单一客户拉货。中国与日本市场正逐步从传统水胶彩片转向矽水胶产品,日本2026年上半年营收年增约40%,中国则年增逾10%。此外,日本客",
"createdAt": "2026-10-12T09:00:07.000Z",
"author": "网络",
"pv": 61,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 19807,
"title": "AI泡沫恐重演次贷危机?Jefferies:或使美国「资本大毁灭」、市占率流向中国开源模型",
"shortTitle": "AI泡沫恐重演次贷危机?Jefferies:或使美国「资本大",
"img": "https://cimg.cnyes.cool/prod/news/6628000/l/a376ed09c4cc867ae5236386c415d8f7.jpg",
"description": "Wood警告AI投资热潮恐重演次贷危机,云端巨头对OpenAI、Anthropic的信用曝险升高。 四大云端业者RPO达2.34兆美元,约半数来自两家未获利AI公司,自由现金流恐转负。 中国开源模型低价追赶,AI Token价格自5月高点跌52%;Wood认为,AI泡沫转折关键在信用市场。",
"createdAt": "2026-10-12T08:40:04.000Z",
"author": "网络",
"pv": 60,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 19794,
"title": "〈港股盘后〉恒指小涨 内银股全线走强 AI硬体股下挫",
"shortTitle": "〈港股盘后〉恒指小涨 内银股全线走强 AI硬体股下挫",
"img": "https://cimg.cnyes.cool/prod/news/6628104/l/62f706f9061133272c1b8bd79bb98840.jpg",
"description": "港股周一(12日)走势反复,恒生指数高开223点后一度高见24,455点,其后升幅逐步收窄,午后更曾转跌。截至收市,恒指升59点或0.25%,收报24,271点;国企指数升0.25%,报8,168点;恒生科技指数逆市跌0.67%,收报4,169点。大市全日成交额缩减至1,626.3亿港元。 盘面上,板块走势显著分化。内银股及港银股全线走强,主要受低估值、高股息与高分红预期带动。四大内银股普遍上升1%至2%并齐创新高,招商银行升逾3%,重农行升4.29%,汇丰控股升2.0%。消息面上,已有21家A",
"createdAt": "2026-10-12T08:33:44.000Z",
"author": "网络",
"pv": 74,
"pinyin": "hk",
"name": "港股",
"path": "/new/hk",
"tags": []
}
]
},
"_locals": {},
"cache": false
}