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 - 国光生(4142)9月营收3.10亿元年增率高达90.14％
2026-10-07 网络阅读（68）
国光生(4142-TW)今天公告2026年9月营收为新台币3.10亿元，年增率90.14%，月增率216.13%。今年1-9月累计营收为8.65亿元，累计年增率31.81%。最新价为18.55元，近5日股价上涨0.28%，相关生技医疗下跌-0.7%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+1553 张外资买卖超：+1548 张投信买卖超：0 张自营商买卖超：+5 张近6个月营收一览月份月营收年增率月增率 26/9 3.10亿 90% 216% 26/8 9,792
十铨9月营收40.81亿元刷新单月次高
2026-10-07 网络阅读（71）
十铨(4967-TW)今(7)日公布 9 月营收 40.81 亿元，月成长 16.17%，年成长 109.69%，写下历史单月次高，第三季合并营收为 101.39 亿元，季成长 33.61%，年成长 143.53%，创单季营收新高并突破百亿大关，前三季合并营收 267.72 亿元，同步缔造历年同期新高纪录。展望后市，十铨表示，公司持续以企业级与工控业务为营运重心，优化营运结构与产品组合，并深化长期客户合作。展望第四季，记忆体市场预期延续供给紧缩与价格上行格局，AI 伺服器与消费性应用需求呈现分
台湾人转性了？万事达卡：从「买东西」变「玩体验」疯玩日韩二三线城市
2026-10-07 网络阅读（79）
台湾1至8月赴日韩人次年增22%，旅游消费呈现体验化、版图扩散。日本福冈、冲绳、札幌成长快；韩国济州、釜山体验消费增102%、73%。大型演唱会带动跨境消费，日韩活动期间台湾日均消费增26%、27%。
应材携手英特尔加速晶片制造技术创新
2026-10-07 网络阅读（54）
应材(AMAT-US)今(7)日宣布与英特尔(INTC-US)携手合作，加速新一代电晶体、互连与先进封装技术的晶片制造创新。此次合作将结合应材位于矽谷的设备与制程创新暨商业化(EPIC)中心，与英特尔位于奥勒冈州希尔斯伯勒(Hillsboro)研发园区的领先技术能力，缩短支援 AI 运算所需先进半导体技术的上市时程。应用材料总裁暨执行长盖瑞．迪克森(Gary Dickerson)表示，应材与英特尔拥有数十年深厚的合作关系，双方持续突破材料工程的技术极限，共同推进半导体技术蓝图。透过双方团队在
台积电拟参与马斯克Terafab！英特尔股价挫逾3% 陈立武重申续合作
2026-10-07 网络阅读（73）
马斯克证实与台积电洽谈Terafab合作，英特尔执行长陈立武称将持续与马斯克合作推动计划。 Culpium报导特斯拉与SpaceX拟由台积电兴建并营运专用晶圆厂，马斯克称目前只是讨论但可能有进展。消息冲击英特尔信心，股价周二跌3.2%；台积电ADR周一则创历史新高。
〈台股盘后〉台积最后一单神救援近5万关情怯小跌16点守住49800点
2026-10-07 网络阅读（62）
台股今开低震荡，终场小跌16.18点或0.03%，收49,806.37点，成交值缩至9,259.92亿元。台积电收平盘2,585元，联发科跌1.73%、鸿海跌1.56%；信骅重挫6.51%，川湖、颖崴亮灯跌停。资金转进塑化、被动元件与光通讯；台塑涨停，华新科、光圣、前鼎皆亮灯。
〈台北纺织展〉吴嘉昭：南亚、南电明年会比今年好更高级的电子材料以后更缺
2026-10-07 网络阅读（64）
吴嘉昭指明年电子景气仍看好，南亚电子材料、南电都会比今年更好，南亚科则估维持。南亚电子材料将往高阶发展，玻纤纱、玻纤布、CCL、铜箔、环氧树脂整合布局；高级材料更缺。南亚科明年主因「没有产能」仅维持，后续将在屏东扩厂，台化、台塑持股「大都不卖了」。
启新生技与先进能签署MOU 共同推动再生医疗分析技术接轨国际
2026-10-07 网络阅读（72）
启新生技与先劲智能签署合作备忘录(MOU)，双方结合细胞分析与临床应用能力，接轨美国国家标准技术研究院(NIST)Flow Cytometry Standards Consortium(FCSC)国际标准化研究，建立具一致性与可比性的细胞分析能力，推动台湾再生医疗分析技术与国际接轨。启新表示，随着再生医疗产品从研发走向临床应用，细胞分析的一致性与跨实验室可比性，已成为产品品质与效能评估的重要基础。目前各研究与医疗单位缺乏共同的分析方法与比较基准，相同细胞检体可能产生不同结果，造成产
Google发表开源原生多模态嵌入模型EmbeddingGemma 2 与新一代Gemini 4 Argon
2026-10-07 网络阅读（57）
Google发表 EmbeddingGemma 2 与 Gemini 4 Argon，前者为开源原生多模态嵌入模型，后者输出上限达100万Token EmbeddingGemma 2 采 7.4 亿参数、支援装置端运算与 8K Token Gemini 4 Argon 主打长工作流程
AI记忆体热潮让美光赚翻小摩估自由现金流破1000亿美元
2026-10-07 网络阅读（63）
摩根大通估美光2027会计年度第二季至第四季累计自由现金流逾1,000亿美元。美光已签26份策略客户协议，涵盖截至2030年预估营收逾35%，客户承诺金额升至320亿美元。管理层拟以股票回购为主返还多余现金，摩根大通看好扩大回购授权并给予「增持」，目标价1,540美元。

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台积电收平盘2,585元，联发科跌1.73%、鸿海跌1.56%；信骅重挫6.51%，川湖、颖崴亮灯跌停。
资金转进塑化、被动元件与光通讯；台塑涨停，华新科、光圣、前鼎皆亮灯。", "createdAt": "2026-10-07T06:24:09.000Z", "author": "网络", "pv": 62, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19055, "title": "〈台北纺织展〉吴嘉昭：南亚、南电明年会比今年好更高级的电子材料以后更缺", "shortTitle": "〈台北纺织展〉吴嘉昭：南亚、南电明年会比今年好更高级的电子", "img": "https://cimg.cnyes.cool/prod/news/6623564/l/897096947aab3e69d7b8a23695ce0d28.jpg", "description": "吴嘉昭指明年电子景气仍看好，南亚电子材料、南电都会比今年更好，南亚科则估维持。
南亚电子材料将往高阶发展，玻纤纱、玻纤布、CCL、铜箔、环氧树脂整合布局；高级材料更缺。
南亚科明年主因「没有产能」仅维持，后续将在屏东扩厂，台化、台塑持股「大都不卖了」。", "createdAt": "2026-10-07T06:12:20.000Z", "author": "网络", "pv": 64, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19056, "title": "启新生技与先进能签署MOU 共同推动再生医疗分析技术接轨国际", "shortTitle": "启新生技与先进能签署MOU 共同推动再生医疗分析技术接轨国际", "img": "https://cimg.cnyes.cool/prod/news/6623556/l/5a06bd7d09f29c8709096f2c5895e3f7.jpg", "description": "启新生技与先劲智能签署合作备忘录(MOU)，双方结合细胞分析与临床应用能力，接轨美国国家标准技术研究院(NIST)Flow Cytometry Standards Consortium(FCSC)国际标准化研究，建立具一致性与可比性的细胞分析能力，推动台湾再生医疗分析技术与国际接轨。  启新表示，随着再生医疗产品从研发走向临床应用，细胞分析的一致性与跨实验室可比性，已成为产品品质与效能评估的重要基础。目前各研究与医疗单位缺乏共同的分析方法与比较基准，相同细胞检体可能产生不同结果，造成产", "createdAt": "2026-10-07T06:10:31.000Z", "author": "网络", "pv": 72, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 19044, "title": "Google发表开源原生多模态嵌入模型EmbeddingGemma 2 与新一代Gemini 4 Argon", "shortTitle": "Google发表开源原生多模态嵌入模型EmbeddingGe", "img": "https://cimg.cnyes.cool/prod/news/6623578/l/32d1570b36b487815b038b287d69ca6a.jpg", "description": "Google发表 EmbeddingGemma 2 与 Gemini 4 Argon，前者为开源原生多模态嵌入模型，后者输出上限达100万Token
EmbeddingGemma 2 采 7.4 亿参数、支援装置端运算与 8K Token
Gemini 4 Argon 主打长工作流程", "createdAt": "2026-10-07T05:40:04.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 19045, "title": "AI记忆体热潮让美光赚翻小摩估自由现金流破1000亿美元", "shortTitle": "AI记忆体热潮让美光赚翻小摩估自由现金流破1000亿美元", "img": "https://cimg.cnyes.cool/prod/news/6623428/l/8a83f005e7ad651dfabae999740b675e.jpg", "description": "摩根大通估美光2027会计年度第二季至第四季累计自由现金流逾1,000亿美元。
美光已签26份策略客户协议，涵盖截至2030年预估营收逾35%，客户承诺金额升至320亿美元。
管理层拟以股票回购为主返还多余现金，摩根大通看好扩大回购授权并给予「增持」，目标价1,540美元。", "createdAt": "2026-10-07T05:27:37.000Z", "author": "网络", "pv": 63, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }