天天财经-提供金融入门知识-投资理财技巧-热点新闻

AI晶片越贵，测试时间越长！雍智科技、矽格、京元电子谁最受惠？
2026-10-06 网络阅读（74）
2026年10月06日（优分析／产业数据中心报导）⸺ AI晶片测试需求持续升温，雍智科技(6683-TWO)今日早盘攻上1,580元涨停，矽格(6257-TW)一度大涨逾6%，京元电子(2449-TW)也维持高档震荡，测试族群再度成为盘面焦点。雍智科技9月营收2.47亿元，月增5.9%、年增33.6%，连续两个月创下历史新高；第三季营收7.11亿元，季增9.1%、年增27.9%，单月与单季同步刷新纪录。矽格9月营收20.89亿元，月增约1%、年增26.3%，连续三个月站稳20亿元以上；第三季
南俊国际9月营收2.7亿元年增3成 AI伺服器新品逐月出货Q4重返成长
2026-10-06 网络阅读（74）
伺服器导轨厂南俊国际(6584-TW)今(6)日公布9月营收为2.7亿元，年增约3成，今年累计前三季营收25.45亿元，年增47.69%；南俊国际指出，由于伺服器供应链缺料，导致9月营收不如预期，不过随着Vera Rubin以及ASIC等新品AI伺服器导轨逐月出货，营运将重返成长轨道。南俊国际9月营收2.7亿元，月减3.30%、年增30.48%；第三季营收8.3亿元，季减1.79%、年增33.61%；今年累计前三季营收25.45亿元，年增47.69%。南俊国际表示，9月份营收受到整体通用型伺
助攻兆元车电市场！车辆中心结盟美OmniAir与德TÜV SÜD 首座车用资安实验室在台落地
2026-10-06 网络阅读（70）
ARTC透过TARC宣布台湾首座国际级车辆资安与联网实验场域，链结美国、德国合作中华汽车取得ISO 21434、ISO 24089认证，成台湾第一家获德国TÜV SÜD认证商用车厂场域可做OBU、RSU在地验证，资安实验室支援UN R155、R156逾100项测试，助车电出海
全球纯汽油车新车销量比重首次跌破50%
2026-10-06 网络阅读（72）
Mobility Global的最新数据显示，2026年上半年纯汽油车型占全球新车销量49%，这是历史上纯汽油车销量的比重首次跌破五成，且较2021年的73%大幅下降24个百分点。数据还显示，今年上半年，整体汽车市场规模收缩约5%，且纯汽油车销量下滑幅度是大盘两倍。业界人士将市场加速转变归因于油价。即受中东冲突影响，燃油价格大幅飙涨，消费者开始寻求用车成本更低的车型。分地域来看，上半年中国汽油车销量较一年前骤降26%，为全球最大降幅；欧洲紧随其后，销量下滑13%。纯电动车销量方面，欧洲市
明年将大幅增加供货！超微苏姿丰：未来几年晶片需求将很强劲　记忆体供应仍吃紧
2026-10-06 网络阅读（62）
苏姿丰预测，受AI应用成长推动，未来数年半导体需求将维持「极高」水准。她在台北表示晶片需求超过供给，记忆体晶片供应持续紧张，并将拜访台积电、与鸿海积极讨论。苏姿丰感谢台积电扩大产能，称2027年将大幅提升供应量，呼吁美国AI企业协作。
一束光点亮大脑黑箱：光遗传学为何荣获2026年诺贝尔生理学或医学奖？
2026-10-06 网络阅读（70）
诺贝尔生理学或医学奖颁给Karl Deisseroth、Peter Hegemann与Georg Nagel。光遗传学源于绿藻通道视紫红质，2005年Deisseroth将基因导入哺乳动物神经细胞，能以光脉冲毫秒级控制神经元。该技术对阿兹海默症、帕金森氏症、忧郁症及视网膜色素变性具临床潜力。
台塑汽车发表新世代DAF重车台湾成欧洲境外首座新世代组装基地
2026-10-06 网络阅读（60）
台塑汽车今发表荷兰产新世代DAF重车，台湾获原厂授权，成欧洲境外首个在地组装新世代DAF XF国家 DAF深耕台湾20年、累积销售逾1.5万辆；新车燃油效率提升10%，搭载PACCAR MX引擎与第二代TraXon变速箱新车以摄影机取代后视镜，配DAF数位视野、弯角视野与安全辅助系统。
〈台北纺织展〉新纤NEOLAST新产线正式量产首阶段年产能600吨
2026-10-06 网络阅读（80）
新纤(1409-TW)今(6)日于TITAS台北纺织展宣布，采用Celanese NEOLAST elastoester polymer生产的高机能弹性纤维新产线正式进入量产，首阶段年产能达600吨，象征新纤从材料开发、客户验证进一步跨入商业量产阶段，抢攻高机能服饰及循环材料市场。新纤此次以「The Future of Stretch－Higher Performance. A Cleaner Tomorrow.」为展出主轴，聚焦弹性纤维回收议题。新纤指出，传统聚酯纤维加入Spandex（El
营收速报 - 中菲行(5609)9月营收36.55亿元年增率高达46.96％
2026-10-06 网络阅读（76）
中菲行(5609-TW)今天公告2026年9月营收为新台币36.55亿元，年增率46.96%，月增率7.01%。今年1-9月累计营收为269.22亿元，累计年增率23.92%。最新价为78.3元，近5日股价下跌-1.15%，相关航运运输股价指数下跌-0.52%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-257 张外资买卖超：-257 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 36.55亿 47% 7% 26/8 34.
〈台股盘后〉权值股尾盘拉擡震荡甩尾收涨110点靠拢5万点
2026-10-06 网络阅读（61）
台股今(6)日呈现震荡走势，早盘一度冲上49,968.92点、逼近5万点大关，随后卖压涌现，指数翻黑下杀至49,479.69点，高低震荡近500点，不过盘中买盘逐步回流，加上尾盘权值股获得拉擡，终场上涨110.51点或0.22%，收在49,822.55点，守稳4万9千点关卡，成交金额达9,759.36亿元。权值股今日涨跌互见，台积电(2330-TW)(TSM-US)终场小涨10元，收在2,585元，为历史次高，台达电(2308-TW)上涨2.24%，鸿海(2317-TW)小涨0.79%，日月光

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Rubin以及ASIC等新品AI伺服器导轨逐月出货，营运将重返成长轨道。南俊国际9月营收2.7亿元，月减3.30%、年增30.48%；第三季营收8.3亿元，季减1.79%、年增33.61%；今年累计前三季营收25.45亿元，年增47.69%。南俊国际表示，9月份营收受到整体通用型伺", "createdAt": "2026-10-06T06:51:01.000Z", "author": "网络", "pv": 74, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18828, "title": "助攻兆元车电市场！车辆中心结盟美OmniAir与德TÜV SÜD 首座车用资安实验室在台落地", "shortTitle": "助攻兆元车电市场！车辆中心结盟美OmniAir与德TÜV S", "img": "https://cimg.cnyes.cool/prod/news/6622666/l/26d5339c1013af88f3624d52efb7cf83.jpg", "description": "ARTC透过TARC宣布台湾首座国际级车辆资安与联网实验场域，链结美国、德国合作
中华汽车取得ISO 21434、ISO 24089认证，成台湾第一家获德国TÜV SÜD认证商用车厂
场域可做OBU、RSU在地验证，资安实验室支援UN R155、R156逾100项测试，助车电出海", "createdAt": "2026-10-06T06:49:17.000Z", "author": "网络", "pv": 70, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18820, "title": "全球纯汽油车新车销量比重首次跌破50%", "shortTitle": "全球纯汽油车新车销量比重首次跌破50%", "img": "https://cimg.cnyes.cool/prod/news/6622671/l/0edef58d77453dba3764456def95be72.jpg", "description": "Mobility Global的最新数据显示，2026年上半年纯汽油车型占全球新车销量49%，这是历史上纯汽油车销量的比重首次跌破五成，且较2021年的73%大幅下降24个百分点。数据还显示，今年上半年，整体汽车市场规模收缩约5%，且纯汽油车销量下滑幅度是大盘两倍。业界人士将市场加速转变归因于油价。即受中东冲突影响，燃油价格大幅飙涨，消费者开始寻求用车成本更低的车型。分地域来看，上半年中国汽油车销量较一年前骤降26%，为全球最大降幅；欧洲紧随其后，销量下滑13%。纯电动车销量方面，欧洲市", "createdAt": "2026-10-06T06:32:22.000Z", "author": "网络", "pv": 72, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18815, "title": "明年将大幅增加供货！超微苏姿丰：未来几年晶片需求将很强劲　记忆体供应仍吃紧", "shortTitle": "明年将大幅增加供货！超微苏姿丰：未来几年晶片需求将很强劲　记", "img": "https://cimg.cnyes.cool/prod/news/6622661/l/3218dad9573b3d3bfa6006c0df49d2af.jpg", "description": "苏姿丰预测，受AI应用成长推动，未来数年半导体需求将维持「极高」水准。
她在台北表示晶片需求超过供给，记忆体晶片供应持续紧张，并将拜访台积电、与鸿海积极讨论。
苏姿丰感谢台积电扩大产能，称2027年将大幅提升供应量，呼吁美国AI企业协作。", "createdAt": "2026-10-06T06:20:04.000Z", "author": "网络", "pv": 62, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18821, "title": "一束光点亮大脑黑箱：光遗传学为何荣获2026年诺贝尔生理学或医学奖？", "shortTitle": "一束光点亮大脑黑箱：光遗传学为何荣获2026年诺贝尔生理学或", "img": "https://cimg.cnyes.cool/prod/news/6622637/l/74e46dcb528fcb6700f2ea617f4daee6.jpg", "description": "诺贝尔生理学或医学奖颁给Karl Deisseroth、Peter Hegemann与Georg Nagel。
光遗传学源于绿藻通道视紫红质，2005年Deisseroth将基因导入哺乳动物神经细胞，能以光脉冲毫秒级控制神经元。
该技术对阿兹海默症、帕金森氏症、忧郁症及视网膜色素变性具临床潜力。", "createdAt": "2026-10-06T06:10:04.000Z", "author": "网络", "pv": 70, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18816, "title": "台塑汽车发表新世代DAF重车台湾成欧洲境外首座新世代组装基地", "shortTitle": "台塑汽车发表新世代DAF重车台湾成欧洲境外首座新世代组装基", "img": "https://cimg.cnyes.cool/prod/news/6622653/l/41d7f856b9eebfd836eca928b1127b4b.jpg", "description": "台塑汽车今发表荷兰产新世代DAF重车，台湾获原厂授权，成欧洲境外首个在地组装新世代DAF XF国家
DAF深耕台湾20年、累积销售逾1.5万辆；新车燃油效率提升10%，搭载PACCAR MX引擎与第二代TraXon变速箱
新车以摄影机取代后视镜，配DAF数位视野、弯角视野与安全辅助系统。", "createdAt": "2026-10-06T05:52:01.000Z", "author": "网络", "pv": 60, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18817, "title": "〈台北纺织展〉新纤NEOLAST新产线正式量产首阶段年产能600吨", "shortTitle": "〈台北纺织展〉新纤NEOLAST新产线正式量产首阶段年产能", "img": "https://cimg.cnyes.cool/prod/news/6622647/l/0c972ee74cffefadb46c04d701b0dd0d.jpg", "description": "新纤(1409-TW)今(6)日于TITAS台北纺织展宣布，采用Celanese NEOLAST elastoester polymer生产的高机能弹性纤维新产线正式进入量产，首阶段年产能达600吨，象征新纤从材料开发、客户验证进一步跨入商业量产阶段，抢攻高机能服饰及循环材料市场。新纤此次以「The Future of Stretch－Higher Performance. A Cleaner Tomorrow.」为展出主轴，聚焦弹性纤维回收议题。新纤指出，传统聚酯纤维加入Spandex（El", "createdAt": "2026-10-06T05:51:17.000Z", "author": "网络", "pv": 80, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18818, "title": "营收速报 - 中菲行(5609)9月营收36.55亿元年增率高达46.96％", "shortTitle": "营收速报 - 中菲行(5609)9月营收36.55亿元年增", "img": "", "description": "中菲行(5609-TW)今天公告2026年9月营收为新台币36.55亿元，年增率46.96%，月增率7.01%。今年1-9月累计营收为269.22亿元，累计年增率23.92%。最新价为78.3元，近5日股价下跌-1.15%，相关航运运输股价指数下跌-0.52%，短期股价无明显表现。近5日筹码三大法人合计买卖超：-257 张外资买卖超：-257 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 36.55亿 47% 7% 26/8 34.", "createdAt": "2026-10-06T05:50:13.000Z", "author": "网络", "pv": 76, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18819, "title": "〈台股盘后〉权值股尾盘拉擡震荡甩尾收涨110点靠拢5万点", "shortTitle": "〈台股盘后〉权值股尾盘拉擡震荡甩尾收涨110点靠拢5万点", "img": "https://cimg.cnyes.cool/prod/news/6622654/l/e3e41cc8da8249585aec299e8ab8e2dc.jpg", "description": "台股今(6)日呈现震荡走势，早盘一度冲上49,968.92点、逼近5万点大关，随后卖压涌现，指数翻黑下杀至49,479.69点，高低震荡近500点，不过盘中买盘逐步回流，加上尾盘权值股获得拉擡，终场上涨110.51点或0.22%，收在49,822.55点，守稳4万9千点关卡，成交金额达9,759.36亿元。权值股今日涨跌互见，台积电(2330-TW)(TSM-US)终场小涨10元，收在2,585元，为历史次高，台达电(2308-TW)上涨2.24%，鸿海(2317-TW)小涨0.79%，日月光", "createdAt": "2026-10-06T05:49:43.000Z", "author": "网络", "pv": 61, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }