天天财经-提供金融入门知识-投资理财技巧-热点新闻

不甩川普呼吁！泽伦斯基升级能源战：将加大打击俄炼油厂　报复普丁扩大空袭
2026-10-05 网络阅读（59）
俄扩大打乌基础设施，基辅跨第聂伯河主要桥梁首纳目标，双方能源战升级泽伦斯基称将加大攻俄炼油厂；乌方指普丁已批准入冬前扩大打击能源、物流等目标俄延长柴油出口限制至10月底，炼油产能下线叠加中东扰动，全球柴油供应承压
〈消费趋势〉富邦媒打响电商旺季前哨战强打「分次配」新服务
2026-10-05 网络阅读（62）
momo《10.10周年庆》登场，串联全站最高13%回馈，为双11前哨战提前暖身。 9月上线「分次配」服务，消费者可选单次或分次配送，并自订15至60天周期、每次数量与3至5次总次数。高频民生品成热门品项，包括卫生纸、拉拉裤、保久乳等。
宝泰携手泰福签订长期多项目合作首波预计推进三项抗体药物计划
2026-10-05 网络阅读（92）
宝泰与泰福旗下Bora Biologics建立长期、多项目合作，支援抗体类动物用药候选产品制程开发到生产。首波将推进至少3项抗体计划，含2项单株抗体与1项双特异性抗体，Bora首度将平台延伸至动物用药。 Markets and Markets估兽医用单株抗体市场2030年达30.6亿美元。
〈房产〉全台高龄人口达479万人突破2成台北市达24.76%居22县市之冠
2026-10-05 网络阅读（79）
全台8月65岁以上人口479万占20.62%，0-14岁261.6万占11.26%，老年人口已是幼年1.8倍。台北市65岁以上占24.76%全台最高、15-64岁仅63.56%最低；新竹市0-14岁14.82%居冠，新竹县14.47%次之。
联发科携手达发加速AI时代全球网路基础建设升级
2026-10-05 网络阅读（76）
AI 时代不仅需要更强大的运算能力，也需要高频宽、低延迟且高度可靠的网路基础建设，将 AI 服务即时、稳定地延伸至全球使用者与智慧终端。联发科(2454-TW)今(5)日宣布携手子公司达发(6526-TW)于 Network X 2026 展示涵盖 Wi-Fi、5G CPE 与 PON 的新一代连网技术，从光纤网路接取、无线宽频到家庭与企业终端连线，协助全球电信业者加速网路升级，让 AI 应用与服务无缝延伸至居家、工作与行动场景。 AI 时代对网路的要求正从单一接取技术，走向端到端的服务体验。从
AI狂热信徒也担心安全孙正义：人类已无余裕彼此争斗
2026-10-05 网络阅读（83）
孙正义警告AI能力等比级数激增，超级智慧若落入不当人士手中恐「极度危险」。他在京都STS Forum呼吁各国建立互信、合作控制强大AI模型带来的更大威胁。白宫科技顾问克拉齐奥斯宣布美主导17国倡议，盼用AI加速科学研究；孙正义估2040年AI占GDP 20%或46兆美元。
通膨大甩锅！贝森特：美国「黄金时代」没到　全怪伊朗
2026-10-05 网络阅读（71）
贝森特接受《Axios》专访，将美国「黄金时代」未见踪影归因美伊战事，称未来仍可期待。他称除整体通膨外，美国各项经济指标强劲，民众生活成本压力则部分来自前朝高通膨遗绪。外界解读其意在把油价、供应链与物价压力外推至中东冲突，白宫叙事恐受选民与市场检验。
欣兴(3037)、南电(8046)、景硕(3189)谁才是 2026～2027年大尺寸、高层数载板，最大受益者？
2026-10-05 网络阅读（76）
随着AI晶片设计日趋复杂，大尺寸、高层数，已成为高阶ABF载板的明确发展趋势。在载板三雄欣兴(3037-TW)、南电(8046-TW)、景硕(3189-TW)的竞逐中，市场普遍聚焦于报价弹性与资本支出进度。然而，回归产业底层逻辑，大尺寸高层数载板的核心瓶颈在于高阶产能与先进封装技术，而非短期报价涨跌。综合产能规模、技术护城河与长约(LTA)覆盖率来看，谁会是2026～2027年大尺寸高层数载板趋势下的最大受益者？本文主要聚焦大尺寸、高层数ABF载板，并不代表三家公司业务的全面比较。高阶产能实
南茂(8150) 记忆体封测需求强劲！外资调升目标价，市场下一步看好什么?
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记忆体涨价带升毛利率，外资调升南茂评价南茂(8150-TW) 受益于记忆体业务持续走强，加上Driver IC受惠急单挹注与价格调涨，毛利率已自2025年第2季6.6%谷底，翻扬至2026年第2季的17.96%。根据《优分析产业资料库》，外资券商看好2026下半年，最新预估南茂2026年至2028年的EPS，分别为4.2元、6.5元与7.95元。 (资料来源：优分析产业资料库) AI ASIC与矽光子第二曲线市场高度关注南茂在矽光子(SiPh)、光学凸块及高阶逻辑测试的布局进度。南茂持续与
钰祥企业荣获2026《哈佛商业评论》数位转型鼎革奖「智造升级转型奖」中小型企业首奖
2026-10-05 网络阅读（74）
钰祥以「再生化学滤网全制程AI数位孪生与绿色转型工程」夺鼎革奖中小型企业首奖本届鼎革奖115家报名、201件投件，经两阶段评选后46件专案获奖导入AI、数位孪生与RAG后，产能+25%、周期-30%、停机-40%、碳排-41%

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俄延长柴油出口限制至10月底，炼油产能下线叠加中东扰动，全球柴油供应承压", "createdAt": "2026-10-05T07:30:03.000Z", "author": "网络", "pv": 59, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18596, "title": "〈消费趋势〉富邦媒打响电商旺季前哨战强打「分次配」新服务", "shortTitle": "〈消费趋势〉富邦媒打响电商旺季前哨战强打「分次配」新服务", "img": "https://cimg.cnyes.cool/prod/news/6621704/l/b7a97d91fed0a1e47a26d9b5b8ef2d04.jpg", "description": "momo《10.10周年庆》登场，串联全站最高13%回馈，为双11前哨战提前暖身。
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高频民生品成热门品项，包括卫生纸、拉拉裤、保久乳等。", "createdAt": "2026-10-05T07:26:28.000Z", "author": "网络", "pv": 62, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18597, "title": "宝泰携手泰福签订长期多项目合作首波预计推进三项抗体药物计划", "shortTitle": "宝泰携手泰福签订长期多项目合作首波预计推进三项抗体药物计划", "img": "https://cimg.cnyes.cool/prod/news/6621701/l/5fad9ece84e4e133194e9308fbec3764.jpg", "description": "宝泰与泰福旗下Bora Biologics建立长期、多项目合作，支援抗体类动物用药候选产品制程开发到生产。
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Markets and Markets估兽医用单株抗体市场2030年达30.6亿美元。", "createdAt": "2026-10-05T07:25:46.000Z", "author": "网络", "pv": 92, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18598, "title": "〈房产〉全台高龄人口达479万人突破2成台北市达24.76%居22县市之冠", "shortTitle": "〈房产〉全台高龄人口达479万人突破2成台北市达24.76", "img": "https://cimg.cnyes.cool/prod/news/6621684/l/489b44e81f562726d63a86ff4775e917.jpg", "description": "全台8月65岁以上人口479万占20.62%，0-14岁261.6万占11.26%，老年人口已是幼年1.8倍。
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外界解读其意在把油价、供应链与物价压力外推至中东冲突，白宫叙事恐受选民与市场检验。", "createdAt": "2026-10-05T06:50:03.000Z", "author": "网络", "pv": 71, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18585, "title": "欣兴(3037)、南电(8046)、景硕(3189)谁才是 2026～2027年大尺寸、高层数载板，最大受益者？", "shortTitle": "欣兴(3037)、南电(8046)、景硕(3189)谁才是 ", "img": "", "description": "随着AI晶片设计日趋复杂，大尺寸、高层数，已成为高阶ABF载板的明确发展趋势。在载板三雄欣兴(3037-TW)、南电(8046-TW)、景硕(3189-TW)的竞逐中，市场普遍聚焦于报价弹性与资本支出进度。然而，回归产业底层逻辑，大尺寸高层数载板的核心瓶颈在于高阶产能与先进封装技术，而非短期报价涨跌。综合产能规模、技术护城河与长约(LTA)覆盖率来看，谁会是2026～2027年大尺寸高层数载板趋势下的最大受益者？本文主要聚焦大尺寸、高层数ABF载板，并不代表三家公司业务的全面比较。高阶产能实", "createdAt": "2026-10-05T06:30:13.000Z", "author": "网络", "pv": 76, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18586, "title": "南茂(8150) 记忆体封测需求强劲！外资调升目标价，市场下一步看好什么?", "shortTitle": "南茂(8150) 记忆体封测需求强劲！外资调升目标价，市场下", "img": "", "description": "记忆体涨价带升毛利率，外资调升南茂评价南茂(8150-TW) 受益于记忆体业务持续走强，加上Driver IC受惠急单挹注与价格调涨，毛利率已自2025年第2季6.6%谷底，翻扬至2026年第2季的17.96%。根据《优分析产业资料库》，外资券商看好2026下半年，最新预估南茂2026年至2028年的EPS，分别为4.2元、6.5元与7.95元。 (资料来源：优分析产业资料库) AI ASIC与矽光子第二曲线市场高度关注南茂在矽光子(SiPh)、光学凸块及高阶逻辑测试的布局进度。南茂持续与", "createdAt": "2026-10-05T06:30:12.000Z", "author": "网络", "pv": 80, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18572, "title": "钰祥企业荣获2026《哈佛商业评论》数位转型鼎革奖「智造升级转型奖」中小型企业首奖", "shortTitle": "钰祥企业荣获2026《哈佛商业评论》数位转型鼎革奖「智造升级", "img": "https://cimg.cnyes.cool/prod/news/6621679/l/5cd200188b6d64e02e773c2cb4198168.jpg", "description": "钰祥以「再生化学滤网全制程AI数位孪生与绿色转型工程」夺鼎革奖中小型企业首奖
本届鼎革奖115家报名、201件投件，经两阶段评选后46件专案获奖
导入AI、数位孪生与RAG后，产能+25%、周期-30%、停机-40%、碳排-41%", "createdAt": "2026-10-05T06:17:30.000Z", "author": "网络", "pv": 74, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }