天天财经-提供金融入门知识-投资理财技巧-热点新闻

一诠(2486)9月营收创高！逾7成增量都靠散热、相关营收暴增117%，获利跟得上吗？
2026-10-06 网络阅读（60）
2026年10月06日（优分析／产业数据中心报导）⸺ 一诠(2486-TW)公布9月营收7.85亿元，月增0.96%、年增56.83%，创下单月历史新高；第三季营收23.01亿元，年增48.35%，同步改写单季纪录。累计前三季营收59.85亿元，年增32.98%，同样创下历年同期新高。这次营收表现亮眼的核心不只是AI散热题材，而是产品结构已出现明显改变，公司表示，9月散热元件营收较去年同期增加2.05亿元，年增117%，占整体营收比重已提高至48%%；传统导线架占比则降至32.3%。随散热产品
华电网成立子公司硕维挟PQC技术攻AI基建商机
2026-10-06 网络阅读（75）
华电网成立子公司硕维（SureWin），锁定AI产业资料治理与量子加密防护储存设备。硕维采「Data First」切入半导体AI落地需求；Gartner估2026年全球IT支出6.37兆美元。
从寿险总管变投信队长！刘上旗：已摆脱逆风重回正轨迈向区域资产管理平台
2026-10-06 网络阅读（68）
国泰投信今(6)日发布 2026 年第四季投资展望，接掌总经理职务约 3 个月的刘上旗，首次正式公开与媒体对谈，谈及上半年的营运逆风，他展现出 20 多年老国泰人的自信，强调国泰投信已重回正轨。随团队搬迁至新总部大楼、基础设施到位，国泰投信将以强化的资产管理阵容与风险管控为核心，加速推进「区域资产管理平台」的战略蓝图，以及落实 ESG 金融教育、重塑市场与主管机关对国泰品牌的信心。刘上旗今年3月6日辞任国泰人寿总经理，6月2日获推举出任国泰投信副董事长并兼任金控投资长，7月16日辞去上述两职、
AI监管最大分歧曝光！OpenAI执行长：为收获AI红利世界应当接受部分坏事可以发生
2026-10-06 网络阅读（79）
奥特曼称OpenAI与Anthropic在AI监管上有「根本性的世界观分歧」，主张技术应广泛开放、社会可承担部分风险。他直批由旧金山某家实验室垄断强大技术的想法不可接受，并表示不会为避免滥用而追求「零风险」。 Anthropic回应其提案仅适用先进模型，这场开放与管控之争将影响全球AI治理走向。
营收速报 - 福懋科(8131)9月营收12.37亿元年增率高达35.49％
2026-10-06 网络阅读（85）
福懋科(8131-TW)今天公告2026年9月营收为新台币12.37亿元，年增率35.49%，月增率8.95%。今年1-9月累计营收为95.61亿元，累计年增率37.23%。最新价为63.2元，近5日股价上涨3.42%，相关半导体业上涨3.38%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+1501 张外资买卖超：+1463 张投信买卖超：+1 张自营商买卖超：+37 张近6个月营收一览月份月营收年增率月增率 26/9 12.37亿 35% 9% 26/8 11.35
营收速报 - 联光通(4903)9月营收2.81亿元年增率高达93.83％
2026-10-06 网络阅读（80）
联光通(4903-TW)今天公告2026年9月营收为新台币2.81亿元，年增率93.83%，月增率300.97%。今年1-9月累计营收为12.56亿元，累计年增率22.28%。最新价为42.5元，近5日股价上涨1.86%，相关通信网路类指数上涨6.87%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-770 张外资买卖超：-770 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 2.81亿 94% 301% 26/8 7,010
营收速报 - 大银微系统(4576)9月营收4.27亿元年增率高达74.7％
2026-10-06 网络阅读（78）
大银微系统(4576-TW)今天公告2026年9月营收为新台币4.27亿元，年增率74.7%，月增率0.06%。今年1-9月累计营收为30.98亿元，累计年增率58.12%。最新价为232元，近5日股价上涨4.44%，相关电机机械上涨1.75%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：-399 张外资买卖超：-254 张投信买卖超：-70 张自营商买卖超：-75 张近6个月营收一览月份月营收年增率月增率 26/9 4.27亿 75% 0% 26/8 4.27亿
营收速报 - 智邦(2345)9月营收403.99亿元年增率高达66.13％
2026-10-06 网络阅读（95）
智邦(2345-TW)今天公告2026年9月营收为新台币403.99亿元，年增率66.13%，月增率-1.16%。今年1-9月累计营收为2,864.02亿元，累计年增率62.45%。最新价为2050元，近5日股价上涨9.5%，相关通信网路上涨3.8%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：-1501 张外资买卖超：+1363 张投信买卖超：-3070 张自营商买卖超：+206 张近6个月营收一览月份月营收年增率月增率 26/9 403.99亿 66% -1%
营收速报 - 上银(2049)9月营收27.20亿元年增率高达30.14％
2026-10-06 网络阅读（54）
上银(2049-TW)今天公告2026年9月营收为新台币27.20亿元，年增率30.14%，月增率0.45%。今年1-9月累计营收为219.97亿元，累计年增率23.86%。最新价为339.5元，近5日股价上涨6.14%，相关电机机械上涨1.75%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：+612 张外资买卖超：+1890 张投信买卖超：-1340 张自营商买卖超：+62 张近6个月营收一览月份月营收年增率月增率 26/9 27.20亿 30% 0% 26/8
营收速报 - 胜一(1773)9月营收12.99亿元年增率高达35.23％
2026-10-06 网络阅读（70）
胜一(1773-TW)今天公告2026年9月营收为新台币12.99亿元，年增率35.23%，月增率-6.16%。今年1-9月累计营收为106.73亿元，累计年增率25.25%。最新价为182元，近5日股价上涨9.73%，相关化学工业上涨6.76%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：+1748 张外资买卖超：+1664 张投信买卖超：0 张自营商买卖超：+84 张近6个月营收一览月份月营收年增率月增率 26/9 12.99亿 35% -6% 26/8 13

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硕维采「Data First」切入半导体AI落地需求；Gartner估2026年全球IT支出6.37兆美元。", "createdAt": "2026-10-06T09:30:40.000Z", "author": "网络", "pv": 75, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18855, "title": "从寿险总管变投信队长！刘上旗：已摆脱逆风重回正轨迈向区域资产管理平台", "shortTitle": "从寿险总管变投信队长！刘上旗：已摆脱逆风重回正轨迈向区域资", "img": "https://cimg.cnyes.cool/prod/news/6622735/l/7d0f00a15c1bd16ad36d1b5bb3e91e9a.jpg", "description": "国泰投信今(6)日发布 2026 年第四季投资展望，接掌总经理职务约 3 个月的刘上旗，首次正式公开与媒体对谈，谈及上半年的营运逆风，他展现出 20 多年老国泰人的自信，强调国泰投信已重回正轨。随团队搬迁至新总部大楼、基础设施到位，国泰投信将以强化的资产管理阵容与风险管控为核心，加速推进「区域资产管理平台」的战略蓝图，以及落实 ESG 金融教育、重塑市场与主管机关对国泰品牌的信心。刘上旗今年3月6日辞任国泰人寿总经理，6月2日获推举出任国泰投信副董事长并兼任金控投资长，7月16日辞去上述两职、", "createdAt": "2026-10-06T09:29:50.000Z", "author": "网络", "pv": 68, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18862, "title": "AI监管最大分歧曝光！OpenAI执行长：为收获AI红利世界应当接受部分坏事可以发生", "shortTitle": "AI监管最大分歧曝光！OpenAI执行长：为收获AI红利 ", "img": "https://cimg.cnyes.cool/prod/news/6622748/l/34fc3bd6fed3466e300c8d2c2b332192.jpg", "description": "奥特曼称OpenAI与Anthropic在AI监管上有「根本性的世界观分歧」，主张技术应广泛开放、社会可承担部分风险。
他直批由旧金山某家实验室垄断强大技术的想法不可接受，并表示不会为避免滥用而追求「零风险」。
Anthropic回应其提案仅适用先进模型，这场开放与管控之争将影响全球AI治理走向。", "createdAt": "2026-10-06T09:05:16.000Z", "author": "网络", "pv": 79, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18856, "title": "营收速报 - 福懋科(8131)9月营收12.37亿元年增率高达35.49％", "shortTitle": "营收速报 - 福懋科(8131)9月营收12.37亿元年增", "img": "", "description": "福懋科(8131-TW)今天公告2026年9月营收为新台币12.37亿元，年增率35.49%，月增率8.95%。今年1-9月累计营收为95.61亿元，累计年增率37.23%。最新价为63.2元，近5日股价上涨3.42%，相关半导体业上涨3.38%，短期股价无明显表现。近5日筹码三大法人合计买卖超：+1501 张外资买卖超：+1463 张投信买卖超：+1 张自营商买卖超：+37 张近6个月营收一览月份月营收年增率月增率 26/9 12.37亿 35% 9% 26/8 11.35", "createdAt": "2026-10-06T08:51:09.000Z", "author": "网络", "pv": 85, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18857, "title": "营收速报 - 联光通(4903)9月营收2.81亿元年增率高达93.83％", "shortTitle": "营收速报 - 联光通(4903)9月营收2.81亿元年增率", "img": "", "description": "联光通(4903-TW)今天公告2026年9月营收为新台币2.81亿元，年增率93.83%，月增率300.97%。今年1-9月累计营收为12.56亿元，累计年增率22.28%。最新价为42.5元，近5日股价上涨1.86%，相关通信网路类指数上涨6.87%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-770 张外资买卖超：-770 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 2.81亿 94% 301% 26/8 7,010", "createdAt": "2026-10-06T08:51:05.000Z", "author": "网络", "pv": 80, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18858, "title": "营收速报 - 大银微系统(4576)9月营收4.27亿元年增率高达74.7％", "shortTitle": "营收速报 - 大银微系统(4576)9月营收4.27亿元年", "img": "", "description": "大银微系统(4576-TW)今天公告2026年9月营收为新台币4.27亿元，年增率74.7%，月增率0.06%。今年1-9月累计营收为30.98亿元，累计年增率58.12%。最新价为232元，近5日股价上涨4.44%，相关电机机械上涨1.75%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：-399 张外资买卖超：-254 张投信买卖超：-70 张自营商买卖超：-75 张近6个月营收一览月份月营收年增率月增率 26/9 4.27亿 75% 0% 26/8 4.27亿", "createdAt": "2026-10-06T08:51:03.000Z", "author": "网络", "pv": 78, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18859, "title": "营收速报 - 智邦(2345)9月营收403.99亿元年增率高达66.13％", "shortTitle": "营收速报 - 智邦(2345)9月营收403.99亿元年增", "img": "", "description": "智邦(2345-TW)今天公告2026年9月营收为新台币403.99亿元，年增率66.13%，月增率-1.16%。今年1-9月累计营收为2,864.02亿元，累计年增率62.45%。最新价为2050元，近5日股价上涨9.5%，相关通信网路上涨3.8%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：-1501 张外资买卖超：+1363 张投信买卖超：-3070 张自营商买卖超：+206 张近6个月营收一览月份月营收年增率月增率 26/9 403.99亿 66% -1%", "createdAt": "2026-10-06T08:50:59.000Z", "author": "网络", "pv": 95, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18860, "title": "营收速报 - 上银(2049)9月营收27.20亿元年增率高达30.14％", "shortTitle": "营收速报 - 上银(2049)9月营收27.20亿元年增率", "img": "", "description": "上银(2049-TW)今天公告2026年9月营收为新台币27.20亿元，年增率30.14%，月增率0.45%。今年1-9月累计营收为219.97亿元，累计年增率23.86%。最新价为339.5元，近5日股价上涨6.14%，相关电机机械上涨1.75%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：+612 张外资买卖超：+1890 张投信买卖超：-1340 张自营商买卖超：+62 张近6个月营收一览月份月营收年增率月增率 26/9 27.20亿 30% 0% 26/8", "createdAt": "2026-10-06T08:50:58.000Z", "author": "网络", "pv": 54, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18861, "title": "营收速报 - 胜一(1773)9月营收12.99亿元年增率高达35.23％", "shortTitle": "营收速报 - 胜一(1773)9月营收12.99亿元年增率", "img": "", "description": "胜一(1773-TW)今天公告2026年9月营收为新台币12.99亿元，年增率35.23%，月增率-6.16%。今年1-9月累计营收为106.73亿元，累计年增率25.25%。最新价为182元，近5日股价上涨9.73%，相关化学工业上涨6.76%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：+1748 张外资买卖超：+1664 张投信买卖超：0 张自营商买卖超：+84 张近6个月营收一览月份月营收年增率月增率 26/9 12.99亿 35% -6% 26/8 13", "createdAt": "2026-10-06T08:50:57.000Z", "author": "网络", "pv": 70, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }