天天财经-提供金融入门知识-投资理财技巧-热点新闻

华硕Q3营收2763亿元续创历史新高部分伺服器专案递延10月出货
2026-10-08 网络阅读（87）
PC品牌华硕(2357-TW)今(8)日公布9月集团营收为972亿元，呈月年双增，第三季集团营收2763亿元，年增近四成，续创历史新高；法人指出，随着华硕在PC以及伺服器展望转佳，未来营运可望持续走强。华硕9月集团营收972亿元，年增18%、月增约2.36%；第三季集团营收2,763亿元，年增38%、季增约7.2%；今年累计前三季集团营收约7,424亿元，年增约38.51%。华硕表示，目前尚有部分伺服器专案配合客户资料中心建置时程，递延至10月出货。法人指出，华硕目前策略已转往高阶市场，有望
忆声电子9月营收1.04亿元　月增37%、年增54%　营运动能回升
2026-10-08 网络阅读（94）
忆声电子9月自结合并营收1.04亿元，月增37%、年增54%，单月营收明显回升。公司推进核心业务与新产品专案，并持续拓展市场、优化营运结构。适逢成立50周年，忆声推「333转型战略」，聚焦品牌、车电、资产活化，并评估AI应用。
自行车厂巨大9月营收53.68亿元年增3% 累计营收衰退收歛
2026-10-08 网络阅读（65）
巨大(9921-TW)集团今(8)日公布最新营收资讯，2026年9月营收53.68亿元，月增3.51%，年成长 2.88%。2026年1-9月累计营收454.99亿元，年减幅度持续收敛至 5.13%。巨大2026年第三季营收163.11亿元，季减2.12%，年增6.23% 。巨大9月营收在自有品牌（OB）业务方面，在中国大陆市场，登山车和电动车销售畅旺，转换台币后，带动单月营收成长26%。欧洲市场销售表现持平；美国市场持续受到 WRO 事件影响，及伊朗战争影响消费者信心，单月营收仍呈现衰退。
光宝科9月营收188亿元年增逾2成 AI伺服器电源系统出货畅旺
2026-10-08 网络阅读（54）
电源供应厂光宝科(2301-TW)今(8)日公布9月营收188亿元，受惠AI伺服器电源、备援电池系统(BBU)等电能管理系统需求强劲，年增逾2成；今年累计前三季营收1,536亿元，年增26%。光宝科9月营收188亿元，月减约4%，年增22%；第三季营收573.98亿元，季增约8.9%、年增约27.9%、；今年累计前三季营收1,536亿元，年增26%。光宝科表示，云端及物联网部门九月份营收占比达59%；其中，AI、云端运算及高阶伺服器、网通等电能管理系统出货畅旺，带动云端及物联网部门营收年增逾
〈电子五哥营收〉纬创AI伺服器带动营运逐季增 Q3营收冲1.15兆元创历史单季新高
2026-10-08 网络阅读（53）
纬创(3231-TW)今(8)日公告9月营收3808.06亿元，虽较8月衰退，不过年增逾8成，且在AI伺服器需求畅旺带动下，第三季营收再度站上兆元关卡，达1.15兆元，年增逾1倍，创下历史单季新高纪录。纬创9月营收3808.06亿元，月减17.22%，年增87.19%；第三季营收1.15兆元，季增27.42%，年增1.01倍，为历史单季新高；累计今年前三季营收2.89兆元，年增97.25%，同步改写历史同期高。 PC三大产品出货上，纬创9月笔电出货150万台，月增7.1
营收速报 - 永昕(4726)9月营收1.16亿元年增率高达393.28％
2026-10-08 网络阅读（57）
永昕(4726-TW)今天公告2026年9月营收为新台币1.16亿元，年增率393.28%，月增率9.94%。今年1-9月累计营收为7.08亿元，累计年增率55.41%。最新价为23.8元，近5日股价下跌-1.09%，相关生技医疗股价指数下跌-1.27%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+19 张外资买卖超：+19 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 1.16亿 393% 10% 26/8 1.06亿 1
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（71）
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（159）
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（63）
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（81）
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

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"articleList": { "total": 18467, "current": 367, "pageSize": 10, "list": [ { "id": 19331, "title": "华硕Q3营收2763亿元续创历史新高部分伺服器专案递延10月出货", "shortTitle": "华硕Q3营收2763亿元续创历史新高部分伺服器专案递延10", "img": "https://cimg.cnyes.cool/prod/news/6624843/l/2f10b50cd8400bad648a30d366bd4df1.jpg", "description": "PC品牌华硕(2357-TW)今(8)日公布9月集团营收为972亿元，呈月年双增，第三季集团营收2763亿元，年增近四成，续创历史新高；法人指出，随着华硕在PC以及伺服器展望转佳，未来营运可望持续走强。华硕9月集团营收972亿元，年增18%、月增约2.36%；第三季集团营收2,763亿元，年增38%、季增约7.2%；今年累计前三季集团营收约7,424亿元，年增约38.51%。华硕表示，目前尚有部分伺服器专案配合客户资料中心建置时程，递延至10月出货。法人指出，华硕目前策略已转往高阶市场，有望", "createdAt": "2026-10-08T08:40:13.000Z", "author": "网络", "pv": 87, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19332, "title": "忆声电子9月营收1.04亿元　月增37%、年增54%　营运动能回升", "shortTitle": "忆声电子9月营收1.04亿元　月增37%、年增54%　营运动", "img": "https://cimg.cnyes.cool/prod/news/6624780/l/99cfcb6a7ec9cb480ea76c056bfa5fc4.jpg", "description": "忆声电子9月自结合并营收1.04亿元，月增37%、年增54%，单月营收明显回升。
公司推进核心业务与新产品专案，并持续拓展市场、优化营运结构。
适逢成立50周年，忆声推「333转型战略」，聚焦品牌、车电、资产活化，并评估AI应用。", "createdAt": "2026-10-08T08:40:13.000Z", "author": "网络", "pv": 94, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19333, "title": "自行车厂巨大9月营收53.68亿元年增3% 累计营收衰退收歛", "shortTitle": "自行车厂巨大9月营收53.68亿元年增3% 累计营收衰退收歛", "img": "https://cimg.cnyes.cool/prod/news/6624847/l/4bf026cf87f6a5a28c1fa4a940381aa8.jpg", "description": "巨大(9921-TW)集团今(8)日公布最新营收资讯，2026年9月营收53.68亿元，月增3.51%，年成长 2.88%。2026年1-9月累计营收454.99亿元，年减幅度持续收敛至 5.13%。巨大2026年第三季营收163.11亿元，季减2.12%，年增6.23% 。巨大9月营收在自有品牌（OB）业务方面，在中国大陆市场，登山车和电动车销售畅旺，转换台币后，带动单月营收成长26%。欧洲市场销售表现持平；美国市场持续受到 WRO 事件影响，及伊朗战争影响消费者信心，单月营收仍呈现衰退。", "createdAt": "2026-10-08T08:32:23.000Z", "author": "网络", "pv": 65, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19334, "title": "光宝科9月营收188亿元年增逾2成 AI伺服器电源系统出货畅旺", "shortTitle": "光宝科9月营收188亿元年增逾2成 AI伺服器电源系统出货畅", "img": "https://cimg.cnyes.cool/prod/news/6624856/l/b9e6abf676b5e9e0495241a52151d33a.jpg", "description": "电源供应厂光宝科(2301-TW)今(8)日公布9月营收188亿元，受惠AI伺服器电源、备援电池系统(BBU)等电能管理系统需求强劲，年增逾2成；今年累计前三季营收1,536亿元，年增26%。光宝科9月营收188亿元，月减约4%，年增22%；第三季营收573.98亿元，季增约8.9%、年增约27.9%、；今年累计前三季营收1,536亿元，年增26%。光宝科表示，云端及物联网部门九月份营收占比达59%；其中，AI、云端运算及高阶伺服器、网通等电能管理系统出货畅旺，带动云端及物联网部门营收年增逾", "createdAt": "2026-10-08T08:31:06.000Z", "author": "网络", "pv": 54, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19335, "title": "〈电子五哥营收〉纬创AI伺服器带动营运逐季增 Q3营收冲1.15兆元创历史单季新高", "shortTitle": "〈电子五哥营收〉纬创AI伺服器带动营运逐季增 Q3营收冲1.", "img": "https://cimg.cnyes.cool/prod/news/6624855/l/4edd9c48542cca6c5ac82515637638a8.jpg", "description": "纬创(3231-TW)今(8)日公告9月营收3808.06亿元，虽较8月衰退，不过年增逾8成，且在AI伺服器需求畅旺带动下，第三季营收再度站上兆元关卡，达1.15兆元，年增逾1倍，创下历史单季新高纪录。  纬创9月营收3808.06亿元，月减17.22%，年增87.19%；第三季营收1.15兆元，季增27.42%，年增1.01倍，为历史单季新高；累计今年前三季营收2.89兆元，年增97.25%，同步改写历史同期高。  PC三大产品出货上，纬创9月笔电出货150万台，月增7.1", "createdAt": "2026-10-08T08:29:46.000Z", "author": "网络", "pv": 53, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19336, "title": "营收速报 - 永昕(4726)9月营收1.16亿元年增率高达393.28％", "shortTitle": "营收速报 - 永昕(4726)9月营收1.16亿元年增率高", "img": "", "description": "永昕(4726-TW)今天公告2026年9月营收为新台币1.16亿元，年增率393.28%，月增率9.94%。今年1-9月累计营收为7.08亿元，累计年增率55.41%。最新价为23.8元，近5日股价下跌-1.09%，相关生技医疗股价指数下跌-1.27%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+19 张外资买卖超：+19 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 1.16亿 393% 10% 26/8 1.06亿 1", "createdAt": "2026-10-08T08:20:20.000Z", "author": "网络", "pv": 57, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19337, "title": "营收速报 - 南染(1410)9月营收2,027万元年增率高达109.17％", "shortTitle": "营收速报 - 南染(1410)9月营收2,027万元年增率", "img": "", "description": "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", "createdAt": "2026-10-08T08:20:16.000Z", "author": "网络", "pv": 71, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19322, "title": "盘中速报 - 恒生科技指数下跌-125.66点至4068.83点，跌幅3%", "shortTitle": "盘中速报 - 恒生科技指数下跌-125.66点至4068.8", "img": "", "description": "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%", "createdAt": "2026-10-08T08:12:14.000Z", "author": "网络", "pv": 159, "pinyin": "hk", "name": "港股", "path": "/new/hk", "tags": [] }, { "id": 19338, "title": "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", "shortTitle": "巨亨速报 - Factset 最新调查：健策(3653-TW", "img": "", "description": "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", "createdAt": "2026-10-08T08:10:41.000Z", "author": "网络", "pv": 63, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19339, "title": "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%", "shortTitle": "巨亨速报 - Factset 最新调查：健策(3653-TW", "img": "", "description": "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", "createdAt": "2026-10-08T08:10:26.000Z", "author": "网络", "pv": 81, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }