天天财经-提供金融入门知识-投资理财技巧-热点新闻

马斯克身价不只破1兆美元！数据曝「差距不是一点点」碾压昔日石油与钢铁大王
2026-10-10 网络阅读（53）
马斯克财富因SpaceX与特斯拉股价上涨重返1兆美元，稳坐全球首富他持有SpaceX 48.4%、特斯拉20%，身家在6月曾达1.32兆、8月跌破7000亿美元以占美国GDP约3.1%计，马斯克已超越洛克斐勒等美国历史富豪
全球低轨卫星部署加速启碁、耀登卡位地面设备与天线长线看俏
2026-10-10 网络阅读（77）
SpaceX星链推V3部署、6G NTN成形，低轨卫星发射市场估2028年404亿美元地面装置占产值54.58%，启碁、耀登主攻卫星终端与射频天线启碁携工研院推Ka频段模组；耀登拓认证服务，越南新厂Q3投产
每2人就有1个E人！贝莱德调查：台湾ETF渗透率53%稳居亚太第一
2026-10-10 网络阅读（87）
贝莱德iShares《2026亚太ETF投资人洞察》：台湾成年人持有ETF渗透率53%，居亚太五大市场之冠。台湾投资人偏好股票型55%、高股息型52%，主动型ETF偏好40%，高于澳洲25%、香港24%。贝莱德投信：ETF已成台湾全民理财基础，未来成长动能来自配置观念持续进化。
嘉威9月营收再现年成长达44% 前9月营收下滑幅度进一步收歛
2026-10-10 网络阅读（63）
嘉威生活(3557-TW)迎接旺季来临前的需求再进一步升温，嘉威9月营收达2.98亿元，月增14.02%，年增44.56%；累计2026年前9月营收31.65亿元，年减幅由前8月的8.85%进一步收敛至5.57%，营运回升趋势更加明确；同时，嘉威生活第四季将迎接欧美的采购需求超级旺季。嘉威生活的累计营收下滑幅度收歛，主要在第三季营收达7.7亿元，年增幅21.18%；回升趋势明确。展望第四季，嘉威生活随着美国零售市场正式进入Holiday传统消费旺季，各主要客户的节庆商品及Everyday商品
缝纫机出货旺季！伸兴9月营收创今年单月最佳全年营运成长可期
2026-10-10 网络阅读（60）
伸兴(1558-TW)公告2026年9月合并营收达 9.68 亿元，月增8.81%，年增29.19%，创今年单月营收新高；2026年第三季合并营收达27.95亿元，季增21.95%，年增24.31%；累计前9月合并营收70.13亿元，年增8.35%。受惠于主要客户拉货动能增温与产业旺季效益，良好的订单成长基础，有助于今年整体营运保持良好的正向成长动能。伸兴表示，每年第二至第三季是家用缝纫机产业的传统出货旺季，主要受惠于欧美市场圣诞节、感恩节等节庆购物季前夕的通路补货需求。随着终端零售通路库存健
AI成长利多齐发美银调升Marvell目标价
2026-10-10 网络阅读（50）
美银看多Marvell，维持买进、目标价400美元，约47.5%上涨空间 Marvell上调2028营收展望至200亿美元，2031年营收目标700亿至900亿美元美银上修2028/2029 EPS，看好Google TPU、AWS Trainium与Microsoft Maia带动XPU商机
OpenAI解雇3名AI安全研究员称「重大信任破裂」反遭控打压恐让安全疑虑噤声
2026-10-10 网络阅读（67）
OpenAI称解雇Tomek Korbak、Jasmine Wang、Mikita Balesni是因违反敏感资讯处理规定，属「重大信任破裂」，非因安全疑虑或发言。 3人反驳，称处分已让内部讨论风险出现寒蝉效应。事件牵涉7月AI代理异常与METR调查，OpenAI尚未公开完整细节，双方说法分歧。
巨亨速报 - Factset 最新调查：欣兴(3037-TW)EPS预估上修至21.18元，预估目标价为1262.5元
2026-10-10 网络阅读（78）
根据FactSet最新调查，共19位分析师，对欣兴(3037-TW)做出2026年EPS预估：中位数由20.95元上修至21.18元，其中最高估值24.84元，最低估值14.66元，预估目标价为1262.5元。市场预估EPS预估值2026年(前值)2027年2028年最高值24.84(24.84)50.8991.94最低值14.66(14.66)29.2736.59平均值20.93(20.86)39.0464.64中位数21.18(20.95)39.2465.08市场预估营收预估值(单位：新台币
AI投资恐重演亚洲金融危机？法兴示警：致命的是债务「定时炸弹」
2026-10-10 网络阅读（47）
法兴Edwards警告AI投资热潮类似1997亚洲危机，资本投入远快于生产力改善，若廉价资金中断恐剧烈修正高盛估全球AI投资2026年破1兆美元，但OpenAI年化营收较预期低约200亿美元，纳指单日跌逾1% 多位分析指TFP未见改善、净投资近10年仅约3%，AI资本支出效益与融资回报仍待验证
营收速报 - 2026年10月10日台股中小型公司9月营收一览（新增1320家）
2026-10-10 网络阅读（50）
本次公布9月营收一览截至台北时间2026年10月10日07:55，汇整前一日公布9月营收的中小型公司(资本额<50亿)，共计1737家。下方分别以公布当日的年增率及月增率做前三名排行:本次公布营收年增率前3名成长排行公司名称月营收 YoY 联上-建材营造业 18.15亿 3425111.3% 富旺-建材营造业 2.58亿 104168.0% 斯其大-其他电子业 6,011万 16549.9% 本次公布营收月增率前3名成长排行公司名称月营收 MoM 大城地产-建材营造业 8.18亿

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他持有SpaceX 48.4%、特斯拉20%，身家在6月曾达1.32兆、8月跌破7000亿美元
以占美国GDP约3.1%计，马斯克已超越洛克斐勒等美国历史富豪", "createdAt": "2026-10-10T01:50:03.000Z", "author": "网络", "pv": 53, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19609, "title": "全球低轨卫星部署加速启碁、耀登卡位地面设备与天线长线看俏", "shortTitle": "全球低轨卫星部署加速启碁、耀登卡位地面设备与天线长线看俏", "img": "https://cimg.cnyes.cool/prod/news/6626114/l/ab2edc2fc194b6ac570aa987490cfde7.jpg", "description": "SpaceX星链推V3部署、6G NTN成形，低轨卫星发射市场估2028年404亿美元
地面装置占产值54.58%，启碁、耀登主攻卫星终端与射频天线
启碁携工研院推Ka频段模组；耀登拓认证服务，越南新厂Q3投产", "createdAt": "2026-10-10T01:50:03.000Z", "author": "网络", "pv": 77, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19610, "title": "每2人就有1个E人！贝莱德调查：台湾ETF渗透率53%稳居亚太第一", "shortTitle": "每2人就有1个E人！贝莱德调查：台湾ETF渗透率53%稳居亚", "img": "https://cimg.cnyes.cool/prod/news/6627180/l/2eb83923bb98ff2e48d020dc55896333.jpg", "description": "贝莱德iShares《2026亚太ETF投资人洞察》：台湾成年人持有ETF渗透率53%，居亚太五大市场之冠。
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贝莱德投信：ETF已成台湾全民理财基础，未来成长动能来自配置观念持续进化。", "createdAt": "2026-10-10T01:41:50.000Z", "author": "网络", "pv": 87, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19611, "title": "嘉威9月营收再现年成长达44% 前9月营收下滑幅度进一步收歛", "shortTitle": "嘉威9月营收再现年成长达44% 前9月营收下滑幅度进一步收歛", "img": "https://cimg.cnyes.cool/prod/news/6627169/l/a0f6f8aa47ce63ce248dc03d9cd50b20.jpg", "description": "嘉威生活(3557-TW)迎接旺季来临前的需求再进一步升温，嘉威9月营收达2.98亿元，月增14.02%，年增44.56%；累计2026年前9月营收31.65亿元，年减幅由前8月的8.85%进一步收敛至5.57%，营运回升趋势更加明确；同时，嘉威生活第四季将迎接欧美的采购需求超级旺季。嘉威生活的累计营收下滑幅度收歛，主要在第三季营收达7.7亿元，年增幅21.18%；回升趋势明确。展望第四季，嘉威生活随着美国零售市场正式进入Holiday传统消费旺季，各主要客户的节庆商品及Everyday商品", "createdAt": "2026-10-10T01:39:10.000Z", "author": "网络", "pv": 63, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19612, "title": "缝纫机出货旺季！伸兴9月营收创今年单月最佳全年营运成长可期", "shortTitle": "缝纫机出货旺季！伸兴9月营收创今年单月最佳全年营运成长可期", "img": "https://cimg.cnyes.cool/prod/news/6626101/l/a3bb51e24939805dbe88bc014e8d4a11.jpg", "description": "伸兴(1558-TW)公告2026年9月合并营收达 9.68 亿元，月增8.81%，年增29.19%，创今年单月营收新高；2026年第三季合并营收达27.95亿元，季增21.95%，年增24.31%；累计前9月合并营收70.13亿元，年增8.35%。受惠于主要客户拉货动能增温与产业旺季效益，良好的订单成长基础，有助于今年整体营运保持良好的正向成长动能。伸兴表示，每年第二至第三季是家用缝纫机产业的传统出货旺季，主要受惠于欧美市场圣诞节、感恩节等节庆购物季前夕的通路补货需求。随着终端零售通路库存健", "createdAt": "2026-10-10T01:31:52.000Z", "author": "网络", "pv": 60, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19606, "title": "AI成长利多齐发美银调升Marvell目标价", "shortTitle": "AI成长利多齐发美银调升Marvell目标价", "img": "https://cimg.cnyes.cool/prod/news/6626833/l/e87382897d55ec4f476d90aa44d7ff2f.jpg", "description": "美银看多Marvell，维持买进、目标价400美元，约47.5%上涨空间
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美银上修2028/2029 EPS，看好Google TPU、AWS Trainium与Microsoft Maia带动XPU商机", "createdAt": "2026-10-10T01:30:09.000Z", "author": "网络", "pv": 50, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19607, "title": "OpenAI解雇3名AI安全研究员称「重大信任破裂」反遭控打压恐让安全疑虑噤声", "shortTitle": "OpenAI解雇3名AI安全研究员称「重大信任破裂」反遭控", "img": "https://cimg.cnyes.cool/prod/news/6627141/l/30b232687f5f51fb5467ec1ef588b67d.jpg", "description": "OpenAI称解雇Tomek Korbak、Jasmine Wang、Mikita Balesni是因违反敏感资讯处理规定，属「重大信任破裂」，非因安全疑虑或发言。
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