天天财经-提供金融入门知识-投资理财技巧-热点新闻

宏碁连续七年获选《Forbes》全球最佳雇主陈俊圣：持续以创新科技实践使命
2026-09-30 网络阅读（85）
PC品牌宏碁(2353-TW)今年再获国际肯定获选《Forbes》「全球最佳雇主」，亦连续七年入选全球最佳雇主榜单。宏碁董事长暨执行长陈俊圣表示，宏碁积极以多元事业引擎策略转型，持续以创新科技实践使命，携手全球伙伴迈向下一篇章。宏碁表示，此评选系根据全球超过50个国家、逾30万名员工的独立调查结果，汇整超过500万笔雇主评价而成，宏碁从全球众多企业中脱颖而出，展现长期投入人才发展与企业文化的成果，为下一个50年的发展持续累积动能。宏碁创办人暨荣誉董事长
〈房产〉永庆房屋：买气温和回升 9月全台房市交易量月增5%年增17%
2026-09-30 网络阅读（94）
8月出口创新高，央行上修2026年经济成长率至11.48%。 9月全台房市交易量月增5%、年增17%，六都多数回升。央行9月维持利率不变并将第2户贷款成数上限调至7成，效应估第四季显现。
今年来涨幅翻倍！群益00927大方季配2元年化配息率冲20%
2026-09-30 网络阅读（70）
今年来涨幅已翻倍的群益半导体收益(00927-TW)公告第14次配息资讯，根据群益投信官网最新公告显示，本次预估每单位配发2元，连4季配息金额都创新高。若以9月30日收盘价39.89元来推算，预估单次配息率5.03%、年化配息率约20.13%。本次除息日订于10月19日，想参与00927本次领息的投资人，最晚需在10月16日买进，收益分配发放日则订于11月13日。据了解，00927 群益半导体收益ETF每1、4、7、10月配息，成分股皆为享誉全球的半导体供应链大厂，整体持股布局横跨IC设计、晶
HBM需求成三星救星！晶圆代工亏损估减41.8%、8奈米以下制程拚满载
2026-09-30 网络阅读（78）
三星非记忆体事业亏损估从2025年6.74兆韩元降至2026年3.92兆韩元，年减41.8%。 AI推升HBM4需求，三星以4奈米自制base die，带动HBM产量及8奈米以下制程稼动率满载。三星晶圆代工单季亏损估由逾2兆韩元降至7770亿韩元，Turnkey方案助攻AI加速器合作。
连比尔盖兹都爱！首届新光认真杯匹克球公开赛新光人寿邀全民热血挥拍
2026-09-30 网络阅读（85）
「2026新光认真杯匹克球公开赛」自即日起开放报名，欢迎民众揪伴组队、认真挥拍，一起享受匹克球年度盛事。(图／新光人寿提供) 近年匹克球(Pickleball)风靡全球，在台湾也快速掀起讨论，最近滑开Instagram、Threads上更常发现许多网红与KOL拿着球拍出现在社群揪团开打，匹克球已成为时下最夯的运动之一。看好这股新兴运动热潮，台新新光金控(2887-TW)子公司新光人寿从全龄健康角度出发，鼓励民众从运动实践健康生活，首度举办「2026新光认真杯匹克球公开赛」，将于11月14日至15
全球债市9月严重受挫但股市未受太大影响
2026-09-30 网络阅读（60）
美债10年期殖利率9月升至5.23%，创2007年来高点，全球债市遭多年来最重单月挫败。日德法长天期公债殖利率亦攀高，市场认为正迈向结构性高殖利率新常态。股市反应相对冷淡，受强劲财报、AI热潮与经济韧性支撑；日股涨2.1%，陆股则走弱。
合勤控参展 Network X 2026聚焦AI宽频生态系展示云端管理到智慧家庭完整布局
2026-09-30 网络阅读（89）
网通厂合勤控(3704-TW)将于 10 月 13 日至 15 日于奥地利维也纳举办的 Network X 2026，以「 AI 宽频网路生态系」为主轴，展示智慧云端管理、宽频网路基础设施、智慧家庭网路服务、及开源软体平台四大核心能力，协助电信运营商因应 AI 时代下网路演进与营运模式变革，简化网路营运、加速服务创新，并强化整体宽频服务竞争力。合勤科技技术长郑奖仁表示 :「AI 正在重新定义宽频网路服务，也让电信运营商的竞争力不再只是来自单一设备，而是建立可持续演进的宽频生态系。合勤科技透过
万润(6187)第二季合约负债暴增3倍写新高！后段封测大厂扩产红利引爆！？
2026-09-30 网络阅读（82）
万润合约负债季增304%写历史新高，订单能见度拉长根据《优分析产业资料库》资料，万润(6187-TW)2026年第二季底合约负债达2.99亿元，较第一季底的0.74亿元暴增逾3倍(季增约304%)，年增约36.5%，创下历年新高。 (资料来源：优分析产业资料库) 合约负债主要反映客户预付款项，可作为观察实质拉货的领先指标。搭配2026年8月5日日月光公告向万润取得约11.57亿元设备，显示部分设备需求已进入实际采购阶段。公司于2026年8月业绩发表会表示，能见度达2027年第二季，前8月营收
一次验证、多国采认！台日、台美签署环保标章相互承认助资通讯链抢国际大单
2026-09-30 网络阅读（70）
环境部与日本环境协会签台日环保标章MRA，并与GEC签EPEAT合作MOU，推动台日、台美标章互认。民间绿色采购首破新台币1000亿元，台积电等科技龙头8成采购集中环保标章与EPEAT资讯设备。互认后可「一次验证、多国采认」，降重复验证成本与上市时间，助ICT供应链抢全球ESG采购。
季底作帐结束就翻脸？高价股爆调节卖压！法说前夕历史惯性即将复制！
2026-09-30 网络阅读（71）
台股季底结算卖压浮现，盘中一度站上48000点，终场收47940.13点，成交8756亿元。市场聚焦今晚美国PCE数据，长天期公债殖利率高档对高估值科技股仍有评价压力。台积电法说前两周，资金提前卡位先进制程供应链，洋基工程涨停、帆宣与新应材走强。

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9月全台房市交易量月增5%、年增17%，六都多数回升。
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AI推升HBM4需求，三星以4奈米自制base die，带动HBM产量及8奈米以下制程稼动率满载。
三星晶圆代工单季亏损估由逾2兆韩元降至7770亿韩元，Turnkey方案助攻AI加速器合作。", "createdAt": "2026-09-30T09:20:03.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17938, "title": "连比尔盖兹都爱！首届新光认真杯匹克球公开赛新光人寿邀全民热血挥拍", "shortTitle": "连比尔盖兹都爱！首届新光认真杯匹克球公开赛新光人寿邀全民热", "img": "", "description": "「2026新光认真杯匹克球公开赛」自即日起开放报名，欢迎民众揪伴组队、认真挥拍，一起享受匹克球年度盛事。(图／新光人寿提供) 近年匹克球(Pickleball)风靡全球，在台湾也快速掀起讨论，最近滑开Instagram、Threads上更常发现许多网红与KOL拿着球拍出现在社群揪团开打，匹克球已成为时下最夯的运动之一。看好这股新兴运动热潮，台新新光金控(2887-TW)子公司新光人寿从全龄健康角度出发，鼓励民众从运动实践健康生活，首度举办「2026新光认真杯匹克球公开赛」，将于11月14日至15", "createdAt": "2026-09-30T09:10:21.000Z", "author": "网络", "pv": 85, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17932, "title": "全球债市9月严重受挫但股市未受太大影响", "shortTitle": "全球债市9月严重受挫但股市未受太大影响", "img": "https://cimg.cnyes.cool/prod/news/6618621/l/d47b9d3c8622c1d9b6fbd0b6b27ed4bf.jpg", "description": "美债10年期殖利率9月升至5.23%，创2007年来高点，全球债市遭多年来最重单月挫败。
日德法长天期公债殖利率亦攀高，市场认为正迈向结构性高殖利率新常态。
股市反应相对冷淡，受强劲财报、AI热潮与经济韧性支撑；日股涨2.1%，陆股则走弱。", "createdAt": "2026-09-30T09:10:04.000Z", "author": "网络", "pv": 60, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17939, "title": "合勤控参展 Network X 2026聚焦AI宽频生态系展示云端管理到智慧家庭完整布局", "shortTitle": "合勤控参展 Network X 2026聚焦AI宽频生态系 ", "img": "https://cimg.cnyes.cool/prod/news/6618741/l/284c2c105d4f0ae3dc405cb61ecc0d5f.jpg", "description": "网通厂合勤控(3704-TW)将于 10 月 13 日至 15 日于奥地利维也纳举办的 Network X 2026，以「 AI 宽频网路生态系」为主轴，展示智慧云端管理、宽频网路基础设施、智慧家庭网路服务、及开源软体平台四大核心能力，协助电信运营商因应 AI 时代下网路演进与营运模式变革，简化网路营运、加速服务创新，并强化整体宽频服务竞争力。合勤科技技术长郑奖仁表示 :「AI 正在重新定义宽频网路服务，也让电信运营商的竞争力不再只是来自单一设备，而是建立可持续演进的宽频生态系。合勤科技透过", "createdAt": "2026-09-30T09:08:49.000Z", "author": "网络", "pv": 89, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17940, "title": "万润(6187)第二季合约负债暴增3倍写新高！后段封测大厂扩产红利引爆！？", "shortTitle": "万润(6187)第二季合约负债暴增3倍写新高！后段封测大厂扩", "img": "", "description": "万润合约负债季增304%写历史新高，订单能见度拉长根据《优分析产业资料库》资料，万润(6187-TW)2026年第二季底合约负债达2.99亿元，较第一季底的0.74亿元暴增逾3倍(季增约304%)，年增约36.5%，创下历年新高。 (资料来源：优分析产业资料库) 合约负债主要反映客户预付款项，可作为观察实质拉货的领先指标。搭配2026年8月5日日月光公告向万润取得约11.57亿元设备，显示部分设备需求已进入实际采购阶段。公司于2026年8月业绩发表会表示，能见度达2027年第二季，前8月营收", "createdAt": "2026-09-30T09:00:03.000Z", "author": "网络", "pv": 82, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17941, "title": "一次验证、多国采认！台日、台美签署环保标章相互承认助资通讯链抢国际大单", "shortTitle": "一次验证、多国采认！台日、台美签署环保标章相互承认助资通讯", "img": "https://cimg.cnyes.cool/prod/news/6618724/l/856243a55d3b1d700c381a79785b8a2c.jpg", "description": "环境部与日本环境协会签台日环保标章MRA，并与GEC签EPEAT合作MOU，推动台日、台美标章互认。
民间绿色采购首破新台币1000亿元，台积电等科技龙头8成采购集中环保标章与EPEAT资讯设备。
互认后可「一次验证、多国采认」，降重复验证成本与上市时间，助ICT供应链抢全球ESG采购。", "createdAt": "2026-09-30T08:58:50.000Z", "author": "网络", "pv": 70, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17942, "title": "季底作帐结束就翻脸？高价股爆调节卖压！法说前夕历史惯性即将复制！", "shortTitle": "季底作帐结束就翻脸？高价股爆调节卖压！法说前夕历史惯性即将复", "img": "https://cimg.cnyes.cool/prod/news/6618728/l/2f57c86c4dc9c3cdd68376f59d5ae980.jpg", "description": "台股季底结算卖压浮现，盘中一度站上48000点，终场收47940.13点，成交8756亿元。
市场聚焦今晚美国PCE数据，长天期公债殖利率高档对高估值科技股仍有评价压力。
台积电法说前两周，资金提前卡位先进制程供应链，洋基工程涨停、帆宣与新应材走强。", "createdAt": "2026-09-30T08:58:38.000Z", "author": "网络", "pv": 71, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }