天天财经-提供金融入门知识-投资理财技巧-热点新闻

信邦9月、Q3营收同创新高三大前瞻领域策略布局全面成形
2026-10-02 网络阅读（71）
连接线大厂信邦(3023-TW)自结9月合并营收为33.49亿元，月增2.08%、年增25.51%；第三季营收97.97亿元，季增8.09%、年增 28.90%；累计前9月营收271.83亿元，年增15.24%，分创单月、单季及同期最佳。信邦强调，公司目前于半导体高阶设备、人形机器人、商用无人机等三大前瞻领域的策略布局已全面成形，未来将持续优化产品组合，引领公司迈向下一波成长巅峰。信邦指出，9月营收已连续6个月创公司成立以来单月营收历史新高，营收持续冲高，主要受惠于绿能产业需求回温，以及工业
艾笛森Q3营收7.8亿元创近5年新高车用、照明产品放量Q4持续看旺
2026-10-02 网络阅读（60）
LED厂艾笛森(3591-TW)今(2)日公布9月营收2.4亿元，年增约4成，第三季营收7.8亿元，创近五年单季新高；艾笛森在照明与车用产品带动下，看好第四季营运走强，并延续至明年。艾笛森9月营收2.4亿元，月减11.8%、年增40.6%；第三季营收7.8亿元，季增13%、年增37.3%；累计前9月营收20.5亿元，年增16.9%。艾笛森第三季在车用及照明产品皆有放量，从客户反应看好从第四季持续走旺至明年，并积极布局新领域感测元件，在无人机、相机模组及车用辨识皆有涉略，目前仍在与客户验证，持
星宇航空在台中开二大直飞日本航点飞北海道、名古屋
2026-10-02 网络阅读（65）
星宇航空(2646-TW)今(2)日开航台中-札幌航线，成为目前唯一开出台中直飞北海道定期航班的航空公司，而台中-名古屋航线也即将于10月25日开航，星宇表示，正持续深耕大台中市场，朝第二营运基地的目标迈进。星宇台中-札幌航线以Airbus A321neo机型执飞，星宇航空执行长翟健华表示，北海道一年四季皆具有独特魅力，期待透过新航线开通，让更多台湾旅客更便捷探索北海道，并进一步串联台湾与日本两地的观光与文化交流。为欢庆台中-札幌航线开航，星宇配合台中直飞航班与星野 TOMAMU 度假村推出
川普忧弱势日元冲击美贸易高市：日元低估本身就是问题
2026-10-02 网络阅读（65）
高市早苗称，川普在纽约会谈提到日元疲弱使美国贸易陷入困难，她回应日元被低估本身就是问题。她表示贝森特理解日本经济政策、未提任何要求，政府续推责任且积极财政政策。川普政府近期罕见关切日元走弱，贝森特说BOJ应升息；高市则说振兴经济可强化对日元信心。
华孚9月营收5.3亿元年月双减汽车竞争加剧对明年展望保守
2026-10-02 网络阅读（68）
车用机壳厂华孚(6235-TW)今(2)日公告9月营收5.3亿元，年月双衰退，累计今年前三季营收48.35亿元，微幅年减。华孚指出，受到全球汽车市场竞争加剧影响，对于明年展望先持保守看法，不过认为新车型导入是正面讯号，且电动车市场将维持成长。华孚9月营收5.3亿元，月减1.63%，年减19.75%；第三季营收16.18亿元，季增2.41%，年减4.94%；累计今年前三季营收48.35亿元，年减0.19%。华孚表示，欧洲市场今年面临较大挑战，欧洲品牌进行车型改款，处于新
【映泰法说会AI摘要】2026/10/02
2026-10-02 网络阅读（94）
一、营运概况与三大业务产品线财务与产品结构： • 营收与毛利率走向：主机板业务营收虽出现下滑（营收规模掉了一半以上），但整体营业毛利率受惠于高毛利的工业电脑（IPC）比重增加而逐步往上爬升。 • 各业务毛利率排序： IPC（最高） > 显示卡 > 主机板。 • 毛利贡献度：目前 IPC 贡献已超过一半（>50%）。 • 产品营收比重：主机板目前占比约落在 30%~40% 区间，预期将维持在目前水准，难以大幅成长但也已止跌稳定。工业电脑（IPC）今年
AI一路旺到2028？大摩给出关键答案
2026-10-02 网络阅读（53）
台股第四季高档震荡，资金转向柜买与中小型电子股，CPO、矽晶圆、载板、被动元件轮动接棒。 10月非农、CPI、PCE与联准会会议牵动市场，但焦点转向企业获利；台积电法说与美科技财报将验证AI需求。 AI资本支出可望延续至2028年，台湾供应链受惠；目前仍是硬体投资阶段，宜追踪低基期、订单改善族群。
黄金翻身暴利机会、国巨、华新科⊕、天二科⊕、臻鼎⊕
2026-10-02 网络阅读（79）
台股收48,475点涨122点，OTC收426.93点；高档震荡盘坚，多方架构延续。美国8月PCE年增3.4%，Fed升息压力短线缓和，但油价、通膨与利率仍是第四季变数。台湾8月外销订单创1,029.6亿美元新高，AI需求强；台积电10/15法说受关注。
华为官方：升腾AI晶片中国份额已超过辉达
2026-10-02 网络阅读（127）
徐直军称升腾在中国市占率已超越辉达，华为估为50%对8%。华为发表Peerium与UnifiedBus，支援百万级处理器互连、提升大模型训练MFU。廖恒指软体与CUDA差距缩小，Atlas 950 SuperPoD可供25.6万卡训练10兆至40兆参数模型。
营收速报 - 晶豪科(3006)9月营收74.61亿元年增率高达470.23％
2026-10-02 网络阅读（69）
晶豪科(3006-TW)今天公告2026年9月营收为新台币74.61亿元，年增率470.23%，月增率-5.62%。今年1-9月累计营收为433.63亿元，累计年增率343.91%。最新价为285.5元，近5日股价上涨2.18%，相关半导体业上涨0.71%，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：+1843 张外资买卖超：+1107 张投信买卖超：-5 张自营商买卖超：+741 张近6个月营收一览月份月营收年增率月增率 26/9 74.61亿 470% -6%

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"articleList": { "total": 18826, "current": 480, "pageSize": 10, "list": [ { "id": 18363, "title": "信邦9月、Q3营收同创新高三大前瞻领域策略布局全面成形", "shortTitle": "信邦9月、Q3营收同创新高三大前瞻领域策略布局全面成形", "img": "https://cimg.cnyes.cool/prod/news/6620471/l/f6f643bc1f3080d2fe1fa57e8a5d8635.jpg", "description": "连接线大厂信邦(3023-TW)自结9月合并营收为33.49亿元，月增2.08%、年增25.51%；第三季营收97.97亿元，季增8.09%、年增 28.90%；累计前9月营收271.83亿元，年增15.24%，分创单月、单季及同期最佳。信邦强调，公司目前于半导体高阶设备、人形机器人、商用无人机等三大前瞻领域的策略布局已全面成形，未来将持续优化产品组合，引领公司迈向下一波成长巅峰。信邦指出，9月营收已连续6个月创公司成立以来单月营收历史新高，营收持续冲高，主要受惠于绿能产业需求回温，以及工业", "createdAt": "2026-10-02T09:57:54.000Z", "author": "网络", "pv": 71, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18364, "title": "艾笛森Q3营收7.8亿元创近5年新高车用、照明产品放量Q4持续看旺", "shortTitle": "艾笛森Q3营收7.8亿元创近5年新高车用、照明产品放量Q4", "img": "https://cimg.cnyes.cool/prod/news/6620521/l/6ca59b7a0c41fb6f8aff4ce18c7394a6.jpg", "description": "LED厂艾笛森(3591-TW)今(2)日公布9月营收2.4亿元，年增约4成，第三季营收7.8亿元，创近五年单季新高；艾笛森在照明与车用产品带动下，看好第四季营运走强，并延续至明年。艾笛森9月营收2.4亿元，月减11.8%、年增40.6%；第三季营收7.8亿元，季增13%、年增37.3%；累计前9月营收20.5亿元，年增16.9%。艾笛森第三季在车用及照明产品皆有放量，从客户反应看好从第四季持续走旺至明年，并积极布局新领域感测元件，在无人机、相机模组及车用辨识皆有涉略，目前仍在与客户验证，持", "createdAt": "2026-10-02T09:56:38.000Z", "author": "网络", "pv": 60, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18365, "title": "星宇航空在台中开二大直飞日本航点飞北海道、名古屋", "shortTitle": "星宇航空在台中开二大直飞日本航点飞北海道、名古屋", "img": "https://cimg.cnyes.cool/prod/news/6620489/l/7eb94ac97d2837726a3de0a37949a56d.jpg", "description": "星宇航空(2646-TW)今(2)日开航台中-札幌航线，成为目前唯一开出台中直飞北海道定期航班的航空公司，而台中-名古屋航线也即将于10月25日开航，星宇表示，正持续深耕大台中市场，朝第二营运基地的目标迈进。星宇台中-札幌航线以Airbus A321neo机型执飞，星宇航空执行长翟健华表示，北海道一年四季皆具有独特魅力，期待透过新航线开通，让更多台湾旅客更便捷探索北海道，并进一步串联台湾与日本两地的观光与文化交流。为欢庆台中-札幌航线开航，星宇配合台中直飞航班与星野 TOMAMU 度假村推出", "createdAt": "2026-10-02T09:55:53.000Z", "author": "网络", "pv": 65, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18354, "title": "川普忧弱势日元冲击美贸易高市：日元低估本身就是问题", "shortTitle": "川普忧弱势日元冲击美贸易高市：日元低估本身就是问题", "img": "https://cimg.cnyes.cool/prod/news/6620467/l/2cc061301d9db10f39256f3f71991882.jpg", "description": "高市早苗称，川普在纽约会谈提到日元疲弱使美国贸易陷入困难，她回应日元被低估本身就是问题。
她表示贝森特理解日本经济政策、未提任何要求，政府续推责任且积极财政政策。
川普政府近期罕见关切日元走弱，贝森特说BOJ应升息；高市则说振兴经济可强化对日元信心。", "createdAt": "2026-10-02T09:50:02.000Z", "author": "网络", "pv": 65, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 18366, "title": "华孚9月营收5.3亿元年月双减汽车竞争加剧对明年展望保守", "shortTitle": "华孚9月营收5.3亿元年月双减汽车竞争加剧对明年展望保守", "img": "https://cimg.cnyes.cool/prod/news/6620476/l/ce831e135e407bb876b039fdaad088b3.jpg", "description": "车用机壳厂华孚(6235-TW)今(2)日公告9月营收5.3亿元，年月双衰退，累计今年前三季营收48.35亿元，微幅年减。华孚指出，受到全球汽车市场竞争加剧影响，对于明年展望先持保守看法，不过认为新车型导入是正面讯号，且电动车市场将维持成长。  华孚9月营收5.3亿元，月减1.63%，年减19.75%；第三季营收16.18亿元，季增2.41%，年减4.94%；累计今年前三季营收48.35亿元，年减0.19%。  华孚表示，欧洲市场今年面临较大挑战，欧洲品牌进行车型改款，处于新", "createdAt": "2026-10-02T09:44:43.000Z", "author": "网络", "pv": 68, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18340, "title": "【映泰法说会AI摘要】2026/10/02", "shortTitle": "【映泰法说会AI摘要】2026/10/02", "img": "https://cimg.cnyes.cool/prod/news/6620475/l/8b7f1b31e89e9d2cdc231806ccccc370.jpg", "description": "一、营运概况与三大业务产品线财务与产品结构： • 营收与毛利率走向：主机板业务营收虽出现下滑（营收规模掉了一半以上），但整体营业毛利率受惠于高毛利的工业电脑（IPC）比重增加而逐步往上爬升。 • 各业务毛利率排序： IPC（最高） > 显示卡 > 主机板。 • 毛利贡献度：目前 IPC 贡献已超过一半（>50%）。 • 产品营收比重：主机板目前占比约落在 30%~40% 区间，预期将维持在目前水准，难以大幅成长但也已止跌稳定。工业电脑（IPC）今年", "createdAt": "2026-10-02T09:40:00.000Z", "author": "网络", "pv": 94, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18341, "title": "AI一路旺到2028？大摩给出关键答案", "shortTitle": "AI一路旺到2028？大摩给出关键答案", "img": "https://cimg.cnyes.cool/prod/news/6620527/l/8dd676c4d4086b5534c7676ac4a048a0.jpg", "description": "台股第四季高档震荡，资金转向柜买与中小型电子股，CPO、矽晶圆、载板、被动元件轮动接棒。
10月非农、CPI、PCE与联准会会议牵动市场，但焦点转向企业获利；台积电法说与美科技财报将验证AI需求。
AI资本支出可望延续至2028年，台湾供应链受惠；目前仍是硬体投资阶段，宜追踪低基期、订单改善族群。", "createdAt": "2026-10-02T09:37:49.000Z", "author": "网络", "pv": 53, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18342, "title": "黄金翻身暴利机会、国巨、华新科⊕、天二科⊕、臻鼎⊕", "shortTitle": "黄金翻身暴利机会、国巨、华新科⊕、天二科⊕、臻鼎⊕", "img": "https://cimg.cnyes.cool/prod/news/6620524/l/77e18f69ac3476d0d0f2e624f556567f.jpg", "description": "台股收48,475点涨122点，OTC收426.93点；高档震荡盘坚，多方架构延续。
美国8月PCE年增3.4%，Fed升息压力短线缓和，但油价、通膨与利率仍是第四季变数。
台湾8月外销订单创1,029.6亿美元新高，AI需求强；台积电10/15法说受关注。", "createdAt": "2026-10-02T09:32:37.000Z", "author": "网络", "pv": 79, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18352, "title": "华为官方：升腾AI晶片中国份额已超过辉达", "shortTitle": "华为官方：升腾AI晶片中国份额已超过辉达", "img": "https://cimg.cnyes.cool/prod/news/6620399/l/a06e8079b6541e1952608077240f4a6d.jpg", "description": "徐直军称升腾在中国市占率已超越辉达，华为估为50%对8%。
华为发表Peerium与UnifiedBus，支援百万级处理器互连、提升大模型训练MFU。
廖恒指软体与CUDA差距缩小，Atlas 950 SuperPoD可供25.6万卡训练10兆至40兆参数模型。", "createdAt": "2026-10-02T09:30:05.000Z", "author": "网络", "pv": 127, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18343, "title": "营收速报 - 晶豪科(3006)9月营收74.61亿元年增率高达470.23％", "shortTitle": "营收速报 - 晶豪科(3006)9月营收74.61亿元年增", "img": "", "description": "晶豪科(3006-TW)今天公告2026年9月营收为新台币74.61亿元，年增率470.23%，月增率-5.62%。今年1-9月累计营收为433.63亿元，累计年增率343.91%。最新价为285.5元，近5日股价上涨2.18%，相关半导体业上涨0.71%，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：+1843 张外资买卖超：+1107 张投信买卖超：-5 张自营商买卖超：+741 张近6个月营收一览月份月营收年增率月增率 26/9 74.61亿 470% -6%", "createdAt": "2026-10-02T09:20:56.000Z", "author": "网络", "pv": 69, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }