天天财经-提供金融入门知识-投资理财技巧-热点新闻

台北101国庆烟火、无人机璀璨绽放夜空台新新光金独家赞助
2026-10-11 网络阅读（59）
欢庆双十，由台新新光金控(2887-TW)独家赞助的台北101国庆展演今(10)日晚间10点盛大登场。长达14分钟的展演以「Onward Taiwan 一起点亮台湾」为主题，结合无人机、大楼烟火及雷射灯光特效，璀璨光影绽放台北夜空，为双十国庆献上最美丽的祝福。台北101董事长贾永婕在致词时特别表达对台新新光金控的感谢，而台新新光金控总经理林维俊则表示，能够有机会连续两年独家赞助台北101国庆展演，让民众在重要的日子观赏结合科技、艺术与创意的精彩展演同时，也共同向中华民国表达生日祝福，台新新光金控
电子五哥第三季股价三涨两跌最新伺服器展望一次看
2026-10-11 网络阅读（72）
时序进到第四季，纬创(3231-TW)、和硕(4938-TW)及仁宝(2324-TW)第三季股价上涨，广达(2382-TW)与英业达(2356-TW)则下跌，电子五哥第三季呈现三涨两跌，其中，纬创第三季表现最佳，涨幅超过1成。同时，电子五哥也纷纷释出最新展望。纬创第三季涨16.4%，和硕涨7.16%，仁宝涨5.1%；广达跌9.38%，英业达跌11.98%。虽呈现三涨两跌，不过三大法人第三季加码电子五哥，买超纬创最多，达16.39万张，也买超和硕6.5万张，英业达5万张，仁宝4.9万
蔡康永现身沈伯洋竞总成立大会中共喉舌怒批「两面人」
2026-10-11 网络阅读（57）
蔡康永现身沈伯洋竞总成立大会，坐贵宾区第一排挥动加油棒应援。「侠客岛」点名批蔡康永挺「台独」分子，称其未划清界线，是「两面人」。梁文杰说，选举是件自由表达意志的事，台湾民众已经习惯了，任何人想用威胁方式介入，必然招致反效果。
磐仪看好半导体设备及医疗两大动能延续 Q4展望审慎乐观
2026-10-11 网络阅读（55）
工业电脑厂磐仪 (3594-TW) 9 月、第三季营收创新高，展望第四季，公司看好半导体设备市场需求仍维持稳健，加上医疗影像与智慧医疗相关专案持续推进，持续挹注营收成长动能、后续展望审慎乐观。磐仪 9 月营收 3.1 亿元创历史单月新高，月增约 18%、年增 71%；第三季营收 8.3 亿元同样是单季最佳，季增 16%、年增 58%；累计前三季营收 20.59 亿元，年增 47.5%。磐仪表示，公司积极深化 Physical AI、智慧医疗、智慧制造及半导体产业应用布局，随着全球市场对 AI
零组件涨价压抑PC买气华硕、微星攻辉达RTX Spark旗舰机拚逆势缴佳绩
2026-10-11 网络阅读（74）
华硕、微星联手辉达，推出搭载RTX Spark的Windows 11旗舰AI笔电，切入地端算力市场。华硕ProArt P14/P16 128GB售价24.9万、26.9万元；微星Prestige N16 Flip AI+ 128GB售价23.9万元。首批RTX Spark机种预购售罄并加码配额。
瞄准台股AI产业施罗德首档主动式ETF 00419A获准募集
2026-10-11 网络阅读（99）
施罗德投信首档主动式ETF 00419A「施罗德AI科技台股主动式ETF」获准募集，为其在台首档ETF。该ETF将从台股1800档个股中，以市值、流动性、财务信评与ESG筛选，聚焦AI半导体、基础建设与新应用。施罗德看好AI供应链扩散至半导体、光通讯、散热等领域，且订单能见度延伸至2027年。
马斯克放话Terrafab会做出「比谁都好的晶片」
2026-10-11 网络阅读（44）
马斯克称凭客制化设备经验，特斯拉团队有望找出「比任何人都好」的晶片制造方式。他正透过 Tesla、SpaceX 与英特尔合资，在德州格林姆斯兴建 Terrafab 晶片厂，初始投资逾150亿美元。特斯拉第3季全球交车量486,532辆优于预期，并规划今年投入逾250亿美元扩厂与Robotaxi。
美启动337调查鸿海、台达电、广达、立讯精密等20家企业入列
2026-10-11 网络阅读（54）
USITC 9日启动337条款调查，针对垂直供电系统、零组件及相关运算系统。鸿海、台达电、广达、立讯精密、工业富联等20家企业及子公司遭列为调查对象。维克尔指控相关产品侵害专利，若成立USITC可发布进口排除令或停止侵权命令。
AI 电源商机2年暴增10 倍！辉达携CSP大推HVDC，「台系双雄」坐拥兆元红利
2026-10-11 网络阅读（61）
辉达联手CSP推HVDC架构，带动资料中心电力革命，伺服器电源价值将大增10倍。 AI伺服器电源内容价值估自GB200/300世代5.9万美元，跃升至Rubin Ultra世代64.4万美元。
桥水达里欧教战AI泡沫避险！警告投资人：不知道的比知道的更多
2026-10-11 网络阅读（65）
达里欧警告AI热潮已成泡沫，可能因估值过高与债务进场而破裂。他称美股创高、10年期美债殖利率处20多年高点，资产估值风险升温。达里欧建议配5%至15%黄金，并偏好TIPS，称大型AI股太贵。

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「侠客岛」点名批蔡康永挺「台独」分子，称其未划清界线，是「两面人」。
梁文杰说，选举是件自由表达意志的事，台湾民众已经习惯了，任何人想用威胁方式介入，必然招致反效果。", "createdAt": "2026-10-11T02:20:58.000Z", "author": "网络", "pv": 57, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19663, "title": "磐仪看好半导体设备及医疗两大动能延续 Q4展望审慎乐观", "shortTitle": "磐仪看好半导体设备及医疗两大动能延续 Q4展望审慎乐观", "img": "https://cimg.cnyes.cool/prod/news/6627393/l/14862e5824821355547561f947c4772a.jpg", "description": "工业电脑厂磐仪 (3594-TW) 9 月、第三季营收创新高，展望第四季，公司看好半导体设备市场需求仍维持稳健，加上医疗影像与智慧医疗相关专案持续推进，持续挹注营收成长动能、后续展望审慎乐观。磐仪 9 月营收 3.1 亿元创历史单月新高，月增约 18%、年增 71%；第三季营收 8.3 亿元同样是单季最佳，季增 16%、年增 58%；累计前三季营收 20.59 亿元，年增 47.5%。磐仪表示，公司积极深化 Physical AI、智慧医疗、智慧制造及半导体产业应用布局，随着全球市场对 AI", "createdAt": "2026-10-11T02:11:24.000Z", "author": "网络", "pv": 55, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19664, "title": "零组件涨价压抑PC买气华硕、微星攻辉达RTX Spark旗舰机拚逆势缴佳绩", "shortTitle": "零组件涨价压抑PC买气华硕、微星攻辉达RTX Spark旗", "img": "https://cimg.cnyes.cool/prod/news/6626120/l/9fa68d948726968727b8287c3a25d46a.jpg", "description": "华硕、微星联手辉达，推出搭载RTX Spark的Windows 11旗舰AI笔电，切入地端算力市场。
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他正透过 Tesla、SpaceX 与英特尔合资，在德州格林姆斯兴建 Terrafab 晶片厂，初始投资逾150亿美元。
特斯拉第3季全球交车量486,532辆优于预期，并规划今年投入逾250亿美元扩厂与Robotaxi。", "createdAt": "2026-10-11T01:52:26.000Z", "author": "网络", "pv": 44, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19666, "title": "美启动337调查鸿海、台达电、广达、立讯精密等20家企业入列", "shortTitle": "美启动337调查鸿海、台达电、广达、立讯精密等20家企业入", "img": "https://cimg.cnyes.cool/prod/news/6627468/l/03312484fc91811c9c6449497bc530f9.jpg", "description": "USITC 9日启动337条款调查，针对垂直供电系统、零组件及相关运算系统。
鸿海、台达电、广达、立讯精密、工业富联等20家企业及子公司遭列为调查对象。
维克尔指控相关产品侵害专利，若成立USITC可发布进口排除令或停止侵权命令。", "createdAt": "2026-10-11T01:35:32.000Z", "author": "网络", "pv": 54, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19661, "title": "AI 电源商机2年暴增10 倍！辉达携CSP大推HVDC，「台系双雄」坐拥兆元红利", "shortTitle": "AI 电源商机2年暴增10 倍！辉达携CSP大推HVDC，「", "img": "https://cimg.cnyes.cool/prod/news/6624620/l/068f5cfe09356453deb286a3d612a989.jpg", "description": "辉达联手CSP推HVDC架构，带动资料中心电力革命，伺服器电源价值将大增10倍。
AI伺服器电源内容价值估自GB200/300世代5.9万美元，跃升至Rubin Ultra世代64.4万美元。", "createdAt": "2026-10-11T01:10:02.000Z", "author": "网络", "pv": 61, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19659, "title": "桥水达里欧教战AI泡沫避险！警告投资人：不知道的比知道的更多", "shortTitle": "桥水达里欧教战AI泡沫避险！警告投资人：不知道的比知道的更多", "img": "https://cimg.cnyes.cool/prod/news/6627375/l/8a86ef42f6f614fc3469d704bb451b47.jpg", "description": "达里欧警告AI热潮已成泡沫，可能因估值过高与债务进场而破裂。
他称美股创高、10年期美债殖利率处20多年高点，资产估值风险升温。
达里欧建议配5%至15%黄金，并偏好TIPS，称大型AI股太贵。", "createdAt": "2026-10-11T00:10:03.000Z", "author": "网络", "pv": 65, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }