天天财经-提供金融入门知识-投资理财技巧-热点新闻

被曝将推手机子品牌「星芒」？华为回应
2026-10-12 网络阅读（77）
华为被曝拟推子品牌「星芒」，主打中阶性价比市场。「星芒」将搭载麒麟8系自研晶片与原生鸿蒙系统。华为客服说未核实相关讯息，建议以公司后续公告为准。
联华林德富氧燃烧技术获台泥等业者导入 HaaS串联氢气产能可提升50%
2026-10-12 网络阅读（63）
联华林德富氧燃烧技术获台泥、华新丽华、金联成、罗东钢铁导入，产能最高可增逾50%、燃料耗用最多减半。公司拟携伙伴推动「氢能即服务(HaaS)」，串联物流、运输与氢能产业链，加速应用落地。联华林德称氢能车市场成长，已完成加氢站建置并导入欧规氢能卡车，降低客户初期资本支出。
勤诚前3季营收233亿元超越去年全年马来西亚新厂本季进入量产爬坡阶段
2026-10-12 网络阅读（64）
伺服器机壳厂勤诚(8210-TW)9月营收24.76亿元，年月双成长，累计今年前三季营收233.23亿元，年增逾4成，并已超越去年全年营收。勤诚积极布局全球制造，马来西亚新厂也预计本季进入量产爬坡阶段。勤诚9月营收24.76亿元，月增0.76%，年增13.75%；第三季营收73.95亿元，季减5.45%，年增30.56%；累计今年前三季营收233.23亿元，年增46.27%。勤诚指出，第三季营收受到部分客户专案及拉货时程调整影响，季对季呈现衰退。勤诚表示，虽第三季营收
〈房产〉捷运宅同站租公寓Vs.大楼租金比较房仲：亚东医院站几无价差
2026-10-12 网络阅读（56）
租屋族偏好逐捷运而居，但不同住宅产品租金大不同，公寓与大楼价差幅度最大捷运站甚至超过 3 成。永庆房产集团根据租金实价登录资料，统计近一年双北捷运站周边 800 公尺以内公寓与电梯大楼租金。数据显示，秀朗桥站、景平站的公寓与大楼租金价差幅度最明显，大楼皆比公寓贵高达 3 成以上。反观亚东医院站，大楼、公寓每月每坪租金价差幅度仅 0.2%。大楼和公寓租金价差幅度最明显的秀朗桥站、景平站，每坪价差幅度分别为 35.5%、31.9%；若以 20 坪房型为例，每月大楼租金比公寓贵 6,000 元以上。
〈焦点股〉国乔9月营收创新高外资连3买加持开高攻涨停
2026-10-12 网络阅读（54）
国乔9月营收41.55亿元，月增74.5%、年增96.81%，受旺季、售价增加与出售丙烷带动，股价盘中攻上涨停。 1-9月营收208.24亿元、年增30.29%，第2季毛利率转正；公司称本业已改善，将强化产品组合与效率。国乔携日商AWI入股宏广新技，并在高雄大社建高纯度氢气产线与绿电系统。
〈焦点股〉和硕AI伺服器业务迎秋收爆量冲涨停
2026-10-12 网络阅读（66）
和硕(4938-TW)积极布局 AI 伺服器业务，承接辉达（NVDA-US）GB300 的云端运算事业群「T1 专案」首批完成出货，逐步迎来秋收期，并持续朝今年伺服器业绩维持 10 倍成长目标前进，激励和硕今（12）日爆量冲上涨停板。和硕今天早盘以 95 元跳空开高，盘中冲上涨停板锁死 98.6 元，一举站上所有均线。截至 11 点 40 分，排队委买单超过 9,000 张，成交爆量超过 4.6 万张。至于三大法人近日筹码动向，上周合计卖超 1,807 张。和硕 AI 伺服器开始出货，加上客
美光单季赚赢苹果！记忆体缺货让晶片供应商掌握定价权
2026-10-12 网络阅读（61）
美光第四财季净利377亿美元，超过苹果同期298亿美元；供需失衡使美光掌握记忆体定价权美光执行长称无法满足客户需求，2027财年Q1营收预估615亿美元，分析师看好获利续增苹果毛利率受记忆体涨价侵蚀，9月当季恐降至约46.5%，台湾桃园美光工会也授权罢工
巨亨速报 - Factset 最新调查：世芯-KY(3661-TW)EPS预估上修至140.8元，预估目标价为6000元
2026-10-12 网络阅读（76）
根据FactSet最新调查，共17位分析师，对世芯-KY(3661-TW)做出2026年EPS预估：中位数由139.83元上修至140.8元，其中最高估值176.72元，最低估值114.85元，预估目标价为6000元。市场预估EPS预估值2026年(前值)2027年2028年2029年最高值176.72(176.72)225.82363.29301.72最低值114.85(114.85)151.3118.59301.72平均值141.43(140.79)187.37262.17301.72中位数
巨亨速报 - Factset 最新调查：和硕(4938-TW)EPS预估上修至5.75元，预估目标价为95.5元
2026-10-12 网络阅读（76）
根据FactSet最新调查，共8位分析师，对和硕(4938-TW)做出2026年EPS预估：中位数由5.68元上修至5.75元，其中最高估值6.48元，最低估值5.39元，预估目标价为95.5元。市场预估EPS预估值2026年(前值)2027年2028年最高值6.48(6.48)8.959最低值5.39(4.8)6.37.6平均值5.84(5.7)7.598.24中位数5.75(5.68)7.548.31市场预估营收预估值(单位：新台币千元)2026年2027年2028年最高值1,284,542
亚马逊传砸70亿美元收购AI新创Decart！抢攻AI晶片切换技术、强化算力布局
2026-10-12 网络阅读（104）
亚马逊正洽谈收购AI新创Decart，交易估值约70亿美元，若成案将扩大其AI运算布局。 Decart由3名以色列工程师于2023年创立，已募得逾4亿美元，5月估值近40亿美元。 Decart技术可协助开发者切换不同AI晶片，亚马逊也正推进Trainium3，与辉达GPU市场竞争。

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「星芒」将搭载麒麟8系自研晶片与原生鸿蒙系统。
华为客服说未核实相关讯息，建议以公司后续公告为准。", "createdAt": "2026-10-12T05:33:28.000Z", "author": "网络", "pv": 77, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 19772, "title": "联华林德富氧燃烧技术获台泥等业者导入 HaaS串联氢气产能可提升50%", "shortTitle": "联华林德富氧燃烧技术获台泥等业者导入 HaaS串联氢气产能可", "img": "https://cimg.cnyes.cool/prod/news/6627988/l/e01e9ff7dcdbd926a8cba785ee85da8e.jpg", "description": "联华林德富氧燃烧技术获台泥、华新丽华、金联成、罗东钢铁导入，产能最高可增逾50%、燃料耗用最多减半。
公司拟携伙伴推动「氢能即服务(HaaS)」，串联物流、运输与氢能产业链，加速应用落地。
联华林德称氢能车市场成长，已完成加氢站建置并导入欧规氢能卡车，降低客户初期资本支出。", "createdAt": "2026-10-12T05:30:04.000Z", "author": "网络", "pv": 63, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19773, "title": "勤诚前3季营收233亿元超越去年全年马来西亚新厂本季进入量产爬坡阶段", "shortTitle": "勤诚前3季营收233亿元超越去年全年马来西亚新厂本季进入量", "img": "https://cimg.cnyes.cool/prod/news/6628003/l/7a4da311231ed1db71c5a1c97d07458b.jpg", "description": "伺服器机壳厂勤诚(8210-TW)9月营收24.76亿元，年月双成长，累计今年前三季营收233.23亿元，年增逾4成，并已超越去年全年营收。勤诚积极布局全球制造，马来西亚新厂也预计本季进入量产爬坡阶段。  勤诚9月营收24.76亿元，月增0.76%，年增13.75%；第三季营收73.95亿元，季减5.45%，年增30.56%；累计今年前三季营收233.23亿元，年增46.27%。勤诚指出，第三季营收受到部分客户专案及拉货时程调整影响，季对季呈现衰退。  勤诚表示，虽第三季营收", "createdAt": "2026-10-12T05:28:43.000Z", "author": "网络", "pv": 64, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19774, "title": "〈房产〉捷运宅同站租公寓Vs.大楼租金比较房仲：亚东医院站几无价差", "shortTitle": "〈房产〉捷运宅同站租公寓Vs.大楼租金比较房仲：亚东医院站", "img": "https://cimg.cnyes.cool/prod/news/6627985/l/32b945944a4a0556e35c8d645691c36e.jpg", "description": "租屋族偏好逐捷运而居，但不同住宅产品租金大不同，公寓与大楼价差幅度最大捷运站甚至超过 3 成。永庆房产集团根据租金实价登录资料，统计近一年双北捷运站周边 800 公尺以内公寓与电梯大楼租金。数据显示，秀朗桥站、景平站的公寓与大楼租金价差幅度最明显，大楼皆比公寓贵高达 3 成以上。反观亚东医院站，大楼、公寓每月每坪租金价差幅度仅 0.2%。大楼和公寓租金价差幅度最明显的秀朗桥站、景平站，每坪价差幅度分别为 35.5%、31.9%；若以 20 坪房型为例，每月大楼租金比公寓贵 6,000 元以上。", "createdAt": "2026-10-12T05:12:09.000Z", "author": "网络", "pv": 56, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19775, "title": "〈焦点股〉国乔9月营收创新高外资连3买加持开高攻涨停", "shortTitle": "〈焦点股〉国乔9月营收创新高外资连3买加持开高攻涨停", "img": "https://cimg.cnyes.cool/prod/news/6627960/l/7c66089b5635260895db4e81c8937377.jpg", "description": "国乔9月营收41.55亿元，月增74.5%、年增96.81%，受旺季、售价增加与出售丙烷带动，股价盘中攻上涨停。
1-9月营收208.24亿元、年增30.29%，第2季毛利率转正；公司称本业已改善，将强化产品组合与效率。
国乔携日商AWI入股宏广新技，并在高雄大社建高纯度氢气产线与绿电系统。", "createdAt": "2026-10-12T04:59:21.000Z", "author": "网络", "pv": 54, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19776, "title": "〈焦点股〉和硕AI伺服器业务迎秋收爆量冲涨停", "shortTitle": "〈焦点股〉和硕AI伺服器业务迎秋收爆量冲涨停", "img": "https://cimg.cnyes.cool/prod/news/6627972/l/a526ee94f9ac4a4c813f568f1d62b586.jpg", "description": "和硕(4938-TW)积极布局 AI 伺服器业务，承接辉达（NVDA-US）GB300 的云端运算事业群「T1 专案」首批完成出货，逐步迎来秋收期，并持续朝今年伺服器业绩维持 10 倍成长目标前进，激励和硕今（12）日爆量冲上涨停板。和硕今天早盘以 95 元跳空开高，盘中冲上涨停板锁死 98.6 元，一举站上所有均线。截至 11 点 40 分，排队委买单超过 9,000 张，成交爆量超过 4.6 万张。至于三大法人近日筹码动向，上周合计卖超 1,807 张。和硕 AI 伺服器开始出货，加上客", "createdAt": "2026-10-12T04:51:57.000Z", "author": "网络", "pv": 66, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19760, "title": "美光单季赚赢苹果！记忆体缺货让晶片供应商掌握定价权", "shortTitle": "美光单季赚赢苹果！记忆体缺货让晶片供应商掌握定价权", "img": "https://cimg.cnyes.cool/prod/news/6627783/l/9bae872e3fb8139cb868b6de01728ecc.jpg", "description": "美光第四财季净利377亿美元，超过苹果同期298亿美元；供需失衡使美光掌握记忆体定价权
美光执行长称无法满足客户需求，2027财年Q1营收预估615亿美元，分析师看好获利续增
苹果毛利率受记忆体涨价侵蚀，9月当季恐降至约46.5%，台湾桃园美光工会也授权罢工", "createdAt": "2026-10-12T04:20:04.000Z", "author": "网络", "pv": 61, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19764, "title": "巨亨速报 - Factset 最新调查：世芯-KY(3661-TW)EPS预估上修至140.8元，预估目标价为6000元", "shortTitle": "巨亨速报 - Factset 最新调查：世芯-KY(3661", "img": "", "description": "根据FactSet最新调查，共17位分析师，对世芯-KY(3661-TW)做出2026年EPS预估：中位数由139.83元上修至140.8元，其中最高估值176.72元，最低估值114.85元，预估目标价为6000元。市场预估EPS预估值2026年(前值)2027年2028年2029年最高值176.72(176.72)225.82363.29301.72最低值114.85(114.85)151.3118.59301.72平均值141.43(140.79)187.37262.17301.72中位数", "createdAt": "2026-10-12T04:10:33.000Z", "author": "网络", "pv": 76, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19765, "title": "巨亨速报 - Factset 最新调查：和硕(4938-TW)EPS预估上修至5.75元，预估目标价为95.5元", "shortTitle": "巨亨速报 - Factset 最新调查：和硕(4938-TW", "img": "", "description": "根据FactSet最新调查，共8位分析师，对和硕(4938-TW)做出2026年EPS预估：中位数由5.68元上修至5.75元，其中最高估值6.48元，最低估值5.39元，预估目标价为95.5元。市场预估EPS预估值2026年(前值)2027年2028年最高值6.48(6.48)8.959最低值5.39(4.8)6.37.6平均值5.84(5.7)7.598.24中位数5.75(5.68)7.548.31市场预估营收预估值(单位：新台币千元)2026年2027年2028年最高值1,284,542", "createdAt": "2026-10-12T04:10:31.000Z", "author": "网络", "pv": 76, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19761, "title": "亚马逊传砸70亿美元收购AI新创Decart！抢攻AI晶片切换技术、强化算力布局", "shortTitle": "亚马逊传砸70亿美元收购AI新创Decart！抢攻AI晶片切", "img": "https://cimg.cnyes.cool/prod/news/6627726/l/b048de35bdc28fc0d1201b0d34e87be4.jpg", "description": "亚马逊正洽谈收购AI新创Decart，交易估值约70亿美元，若成案将扩大其AI运算布局。
Decart由3名以色列工程师于2023年创立，已募得逾4亿美元，5月估值近40亿美元。
Decart技术可协助开发者切换不同AI晶片，亚马逊也正推进Trainium3，与辉达GPU市场竞争。", "createdAt": "2026-10-12T04:10:05.000Z", "author": "网络", "pv": 104, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }