天天财经-提供金融入门知识-投资理财技巧-热点新闻

营收速报 - 南染(1410)9月营收2,027万元年增率高达109.17％
2026-10-08 网络阅读（70）
南染(1410-TW)今天公告2026年9月营收为新台币2,027万元，年增率109.17%，月增率8.01%。今年1-9月累计营收为1.64亿元，累计年增率15.72%。最新价为23.75元，近5日股价下跌-0.83%，相关纺织纤维上涨2.98%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-7 张外资买卖超：-7 张投信买卖超：0 张自营商买卖超：0 张近6个月营收一览月份月营收年增率月增率 26/9 2,027万 109% 8% 26/8 1,877万 36% 4
盘中速报 - 恒生科技指数下跌-125.66点至4068.83点，跌幅3%
2026-10-08 网络阅读（158）
截至台北时间08日03:57，恒生科技指数下跌125.66点（或3%），暂报4068.83点。历史涨跌幅近 1 周：-1.4%近 1 月：-7.36%近 3 月：-6.93%近 6 月：-10.36%今年以来：-23.96%焦点个股铝概念领跌-5.25%。其中博雷顿(01333-HK) 下跌 26.82% ; 中国宏桥(01378-HK) 下跌 0.19% ; 兴发铝业(00098-HK) 上涨 0% 。电脑及周边概念领跌-3.78%。其中新华联合投资(08159-HK) 下跌 15.38%
巨亨速报 - Factset 最新调查：健策(3653-TW)EPS预估下修至69.26元，预估目标价为8800元
2026-10-08 网络阅读（62）
根据FactSet最新调查，共8位分析师，对健策(3653-TW)做出2026年EPS预估：中位数由69.76元下修至69.26元，其中最高估值71.65元，最低估值58.7元，预估目标价为8800元。市场预估EPS预估值2026年(前值)2027年2028年最高值71.65(71.65)208.86303.81最低值58.7(58.7)109.47144.53平均值68.56(68.73)164.63248.19中位数69.26(69.76)158.82266.69市场预估营收预估值(单位：新
巨亨速报 - Factset 最新调查：健策(3653-TW)目标价调升至8800元，幅度约17.33%
2026-10-08 网络阅读（80）
根据FactSet最新调查，共7位分析师，对健策(3653-TW)提出目标价估值：中位数由7500元上修至8800元，调升幅度17.33%。其中最高估值10000元，最低估值6800元。综合评级 - 共有7位分析师给予健策(3653-TW)评价：积极乐观8位、保持中立0位、保守悲观0位。健策(3653-TW)今(8日)收盘价为7165元。近5日股价上涨0.07%，相关零组件业近5日上涨9.15%，集中市场加权指数上涨3.89%，短期股价无明显表现。资料来源：Factset，数据仅供参考，不作为投
亚马逊零售部门展开新一轮裁员人数少于1000人
2026-10-08 网络阅读（62）
亚马逊证实新一轮裁员，主集中Stores部门，受影响白领少于1,000人，涵盖美国、英国与印度。发言人称调整Stores部分环节以推进业务重点；贝佐斯指疫情期间过度招聘，持续裁员有必要。此举为贾西精简层级、降成本的一部分；亚马逊去年底至今年1月已裁约3万名企业员工。
玉晶光9月营收26.72亿元年增0.54% 新产品认证进度符预期
2026-10-08 网络阅读（94）
苹果供应链光学元件厂玉晶光(3406-TW)今(8)日公布最新营收资讯，2026年9月营收26.72亿元，月减1.75%，年增0.54%，2026年1-9月玉晶光营收196.31亿元，年增10.21%。玉晶光第三季为客户传统铺货旺季，单季营收表现也佳，达 78.16 亿元，进入历史高档区，季增37.55%，年增1%。展望第四季营运，玉晶光指出，端视客户新机销售状况，另其它领域的产品目前仍在积极送样、认证，目前进度符合公司预期。至于大立光(3008-TW) 积极投入 AI 应用光通讯元件开发
低轨卫星概念股迎新商机！贝佐斯砸300亿美元布局5万颗AI卫星，升达科、华通领军，6档台股供应链受关注
2026-10-08 网络阅读（68）
2026年10月08日（优分析／产业数据中心报导）⸺ 亚马逊Amazon(AMZN-US)创办人贝佐斯(Jeff Bezos)旗下太空公司蓝色起源(Blue Origin)加速扩张太空事业，除了首度引进外部投资人、募资100亿美元，也计划透过Project Sunrise部署超过5万颗卫星，打造轨道资料中心。随着太空产业需求从卫星通讯延伸至AI运算，市场开始关注台湾AI伺服器、光通讯、印刷电路板(PCB)及电源线材供应链的新商机。蓝色起源的卫星布局不只Project Sunrise，还包括今年
融程电(3416) 在手订单破40亿，能见度看至2027年！获利转折已启动？
2026-10-08 网络阅读（87）
融程电9月营收年增95.9%，军工占比冲五成融程电(3416-TW)9月合并营收5.35亿元，月增31.8%、年增95.9%，创单月历史新高。不过，单月营收创高并不是市场关注的重点，关键在于公司产品结构正在改变。国防军工营收占比从2024年约7%、2025年近20%，快速拉高至2026年预估约50%，加上Edge AI、飞行控制器、RF通讯板及电源管理板等产品逐步放量，融程电已不再只是强固型电脑厂，而是往「任务关键运算平台」延伸。 (资料来源：优分析产业资料库) 获利何时大爆发？订单认列给答
171.6万家受惠！政院拍板8年千亿「升级」中小微提高租税优惠及研发抵减
2026-10-08 网络阅读（71）
政院通过《中小企业发展条例》修法，改名为《中小微企业转型升级发展条例》规划未来8年投入千亿元，扶植中小微企业、新创，涵盖商圈、农企业、观光旅宿等研发抵减率15%升至20%，转型设备投资抵减门槛降至25万元；增雇、加薪租税优惠同步放宽
华硕发表ProArt新机祭月付13750元起订阅制攻地端代理式AI商机
2026-10-08 网络阅读（62）
PC品牌华硕(2357-TW)今(8)日宣布，旗下首款搭载辉达(NVDA-US)全新NVIDIA RTX Spark超级晶片的旗舰笔电ASUS ProArt P14与P16即日起正式开放预购。新机整合NVIDIA Grace处理器与Blackwell架构绘图晶片，具备最高达1 PFLOP的FP4人工智慧算力与最高128GB统一记忆体，可完全在本机端执行模型推论与自主代理任务。在产品售价与销售方案方面，ASUS ProArt P14与P16提供64GB及128GB两种记忆体版本，标准起售价分别为

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共有7位分析师给予健策(3653-TW)评价：积极乐观8位、保持中立0位、保守悲观0位。健策(3653-TW)今(8日)收盘价为7165元。近5日股价上涨0.07%，相关零组件业近5日上涨9.15%，集中市场加权指数上涨3.89%，短期股价无明显表现。资料来源：Factset，数据仅供参考，不作为投", "createdAt": "2026-10-08T08:10:26.000Z", "author": "网络", "pv": 80, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19309, "title": "亚马逊零售部门展开新一轮裁员人数少于1000人", "shortTitle": "亚马逊零售部门展开新一轮裁员人数少于1000人", "img": "https://cimg.cnyes.cool/prod/news/6624761/l/077ac2ed0d333349253d531ac738663e.jpg", "description": "亚马逊证实新一轮裁员，主集中Stores部门，受影响白领少于1,000人，涵盖美国、英国与印度。
发言人称调整Stores部分环节以推进业务重点；贝佐斯指疫情期间过度招聘，持续裁员有必要。
此举为贾西精简层级、降成本的一部分；亚马逊去年底至今年1月已裁约3万名企业员工。", "createdAt": "2026-10-08T07:40:06.000Z", "author": "网络", "pv": 62, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19311, "title": "玉晶光9月营收26.72亿元年增0.54% 新产品认证进度符预期", "shortTitle": "玉晶光9月营收26.72亿元年增0.54% 新产品认证进度符", "img": "https://cimg.cnyes.cool/prod/news/6624831/l/a44ad80a8f57c5c22e068bc1d7e51a07.jpg", "description": "苹果供应链光学元件厂玉晶光(3406-TW)今(8)日公布最新营收资讯，2026年9月营收26.72亿元，月减1.75%，年增0.54%，2026年1-9月玉晶光营收196.31亿元，年增10.21%。玉晶光第三季为客户传统铺货旺季，单季营收表现也佳，达 78.16 亿元，进入历史高档区，季增37.55%，年增1%。展望第四季营运，玉晶光指出，端视客户新机销售状况，另其它领域的产品目前仍在积极送样、认证，目前进度符合公司预期。至于大立光(3008-TW) 积极投入 AI 应用光通讯元件开发", "createdAt": "2026-10-08T07:30:13.000Z", "author": "网络", "pv": 94, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19312, "title": "低轨卫星概念股迎新商机！贝佐斯砸300亿美元布局5万颗AI卫星，升达科、华通领军，6档台股供应链受关注", "shortTitle": "低轨卫星概念股迎新商机！贝佐斯砸300亿美元布局5万颗AI卫", "img": "", "description": "2026年10月08日（优分析／产业数据中心报导）⸺ 亚马逊Amazon(AMZN-US)创办人贝佐斯(Jeff Bezos)旗下太空公司蓝色起源(Blue Origin)加速扩张太空事业，除了首度引进外部投资人、募资100亿美元，也计划透过Project Sunrise部署超过5万颗卫星，打造轨道资料中心。随着太空产业需求从卫星通讯延伸至AI运算，市场开始关注台湾AI伺服器、光通讯、印刷电路板(PCB)及电源线材供应链的新商机。蓝色起源的卫星布局不只Project Sunrise，还包括今年", "createdAt": "2026-10-08T07:30:04.000Z", "author": "网络", "pv": 68, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19313, "title": "融程电(3416) 在手订单破40亿，能见度看至2027年！获利转折已启动？", "shortTitle": "融程电(3416) 在手订单破40亿，能见度看至2027年！", "img": "", "description": "融程电9月营收年增95.9%，军工占比冲五成融程电(3416-TW)9月合并营收5.35亿元，月增31.8%、年增95.9%，创单月历史新高。不过，单月营收创高并不是市场关注的重点，关键在于公司产品结构正在改变。国防军工营收占比从2024年约7%、2025年近20%，快速拉高至2026年预估约50%，加上Edge AI、飞行控制器、RF通讯板及电源管理板等产品逐步放量，融程电已不再只是强固型电脑厂，而是往「任务关键运算平台」延伸。 (资料来源：优分析产业资料库) 获利何时大爆发？订单认列给答", "createdAt": "2026-10-08T07:30:04.000Z", "author": "网络", "pv": 87, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19314, "title": "171.6万家受惠！政院拍板8年千亿「升级」中小微提高租税优惠及研发抵减", "shortTitle": "171.6万家受惠！政院拍板8年千亿「升级」中小微提高租税", "img": "https://cimg.cnyes.cool/prod/news/6624737/l/1275ba704addea0ab23e8bc38cd48a3b.jpg", "description": "政院通过《中小企业发展条例》修法，改名为《中小微企业转型升级发展条例》
规划未来8年投入千亿元，扶植中小微企业、新创，涵盖商圈、农企业、观光旅宿等
研发抵减率15%升至20%，转型设备投资抵减门槛降至25万元；增雇、加薪租税优惠同步放宽", "createdAt": "2026-10-08T07:12:53.000Z", "author": "网络", "pv": 71, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19315, "title": "华硕发表ProArt新机祭月付13750元起订阅制攻地端代理式AI商机", "shortTitle": "华硕发表ProArt新机祭月付13750元起订阅制攻地端代", "img": "https://cimg.cnyes.cool/prod/news/6624742/l/f910eb9760eb425e8331a114ad382f5d.jpg", "description": "PC品牌华硕(2357-TW)今(8)日宣布，旗下首款搭载辉达(NVDA-US)全新NVIDIA RTX Spark超级晶片的旗舰笔电ASUS ProArt P14与P16即日起正式开放预购。新机整合NVIDIA Grace处理器与Blackwell架构绘图晶片，具备最高达1 PFLOP的FP4人工智慧算力与最高128GB统一记忆体，可完全在本机端执行模型推论与自主代理任务。在产品售价与销售方案方面，ASUS ProArt P14与P16提供64GB及128GB两种记忆体版本，标准起售价分别为", "createdAt": "2026-10-08T07:08:21.000Z", "author": "网络", "pv": 62, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }