天天财经-提供金融入门知识-投资理财技巧-热点新闻

远百看科技业畅旺「让钱进来」周年庆年增幅达3.5%
2026-09-30 网络阅读（86）
远百周年庆10月15日开跑，估全台成长3.5%、达126亿元。各分店以板桥、竹北、高雄店买气较强，板桥大远百周庆可望创新高、增5%。物料与人力成本上涨排挤卖场建置，新商场恐越来越难开出来。
应材携手铠侠共同推进新一代记忆体技术发展
2026-09-30 网络阅读（59）
应材宣布铠侠将加入矽谷EPIC中心，成为共同推进新一代记忆体技术的创新伙伴。双方将在EPIC合作开发先进记忆体单元、多晶片堆叠架构、先进封装与材料工程。合作目标是提升AI时代记忆体密度、频宽与能源效率，加速技术突破商业化。
AI伺服器需求续强 Q4 DRAM、NAND Flash再涨10-20%
2026-09-30 网络阅读（83）
TrendForce：2026年Q4 DRAM供不应求延续，conventional DRAM估季增10-15%，NAND合约价涨15-20%。伺服器DRAM与enterprise SSD需求最强，CSP加码AI推论基建，enterprise SSD位元需求估年增逾80%。
是方携手Google Cloud 推出多元跨国海缆服务
2026-09-30 网络阅读（78）
是方(6561-TW)今(30)日宣布携手Google(GOOG-US)Cloud，整合国际海缆资源并导入Cross-Site Interconnect(CSI)跨站互连技术，推出「多元跨国海缆服务(Multi-Route Protection)」，提供企业、金融机构与政府机关不中断、高数位韧性安全网路。是方说明，借由串联Google覆盖全球的多元海缆网路，搭配是方于台湾电信战略枢纽的优势，此次推出的多元跨国海缆服务，包括三大核心特色。首先是结合Google
Anthropic IPO招股书揭财务风险！近半营收靠亚马逊与Google、营运亏损逾80亿美元
2026-09-30 网络阅读（65）
Anthropic IPO招股书揭露：2025年营收近46亿美元、年增约12倍，营运亏损逾80亿美元。 2025年47%营收、约21.6亿美元透过亚马逊与Google云端完成，并付约3.51亿美元分销费。公司列示546亿美元算力承付款，并称依赖少数合作伙伴与客户恐影响算力、定价与现金流。
华孚(6235)营益掉63%，股价跌逾7成！7,000吨新机能带来转机吗？先看这3个数字
2026-09-30 网络阅读（80）
2026年09月30日（优分析／产业数据中心报导）⸺ 华孚(6235-TW)昨(29)日召开法人说明会，公司对今年下半年及明年营运仍采取相对保守的态度，主要原因是欧美汽车市场需求疲弱，加上新旧车型正处于交替期，新车逐步放量的同时，旧车型也持续减产。从股价走势来看，华孚(6235-TW)自2023年约150元高点一路回落，目前已跌至40元附近，回档幅度超过七成。市场目前反映的已不只是汽车需求放缓，更包括产品组合、人工成本、汇率及新产能效益尚未浮现等问题。公司2026年第二季营收为15.9亿元，
百容(2483)下一阶段市场关注什么？CPU散热片
2026-09-30 网络阅读（71）
百容，是做什么的？百容(2483-TW)是金属冲压厂，将铜片加工成导线架、继电器及马达零件，供应半导体与车用客户，赚的是加工附加价值。2025年本业亏损，2026年半导体应用占比突破五成， Q2毛利率回升至14.98%，成长关键在产品组合往高阶移动。百容透过模具开发与自动化冲压量产，并以原料价格转嫁机制，降低铜价波动影响。2026年第一季半导体营收占比首度突破51%，第二季维持50.4%，较2024年的47%、2025年的48.91%持续提升，显示车用高功率导线架与半导体封装零件，成为转型主
新亚建设夺三莺线延伸八德段统包案工程金额81.82亿元
2026-09-30 网络阅读（74）
营造厂新亚建设开发(2516-TW)今(30)日公布拿下捷运三莺线延伸桃园八德段统包工程案，金额达81.82亿元，此一工程案业主是新北市政府捷运工程局，工期估为2190日历天(预计实质完工日)。营造厂新亚建设开发的拿下捷运统包工程案，是与俊吉营造共同承揽，包括新建比例为85.87%，俊吉营造14.13%。新建2026年上半年财报为营收36.79亿元，毛利率5.49%，优于2025年同期的2.97%，税后纯益1.49亿元，优于去年同期的8618万元，每股纯益0.66元。
DeepSeek与华为合作开发晶片程式设计工具以加速摆脱对辉达的依赖
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DeepSeek宣布与华为合作，开发针对升腾(Ascend)晶片优化的程式设计工具，深化中国科技公司替代辉达生态的合作。双方共同推进基于128颗升腾950晶片的「超级节点」方案，并优化运算与通讯效能。 DeepSeek称开源元件与辉达GPU工具「一一对应」，且超过70%算力用于训练。
Counterpoint：苹果首款折叠机iPhone Duo今年估卖600万支
2026-09-30 网络阅读（70）
苹果首款折叠机iPhone Duo将于10月上市，Counterpoint估今年销量约600万支，定价1,999美元 IDC估苹果加入后全球折叠手机今年出货量年增13%至2,290万支，否则市场恐下滑 iPhone 18 Pro中国初期销售较iPhone 17 Pro同期增12%，苹果市占率达33%

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各分店以板桥、竹北、高雄店买气较强，板桥大远百周庆可望创新高、增5%。
物料与人力成本上涨排挤卖场建置，新商场恐越来越难开出来。", "createdAt": "2026-09-30T07:24:32.000Z", "author": "网络", "pv": 86, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17912, "title": "应材携手铠侠共同推进新一代记忆体技术发展", "shortTitle": "应材携手铠侠共同推进新一代记忆体技术发展", "img": "https://cimg.cnyes.cool/prod/news/6618648/l/985310e11468834c6f81107d55a212d2.jpg", "description": "应材宣布铠侠将加入矽谷EPIC中心，成为共同推进新一代记忆体技术的创新伙伴。
双方将在EPIC合作开发先进记忆体单元、多晶片堆叠架构、先进封装与材料工程。
合作目标是提升AI时代记忆体密度、频宽与能源效率，加速技术突破商业化。", "createdAt": "2026-09-30T07:21:35.000Z", "author": "网络", "pv": 59, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17915, "title": "AI伺服器需求续强 Q4 DRAM、NAND Flash再涨10-20%", "shortTitle": "AI伺服器需求续强 Q4 DRAM、NAND Flash再涨", "img": "https://cimg.cnyes.cool/prod/news/6618613/l/20ba3a655d2fd37dd571eb3fb8631bc0.jpg", "description": "TrendForce：2026年Q4 DRAM供不应求延续，conventional DRAM估季增10-15%，NAND合约价涨15-20%。
伺服器DRAM与enterprise SSD需求最强，CSP加码AI推论基建，enterprise SSD位元需求估年增逾80%。", "createdAt": "2026-09-30T07:16:02.000Z", "author": "网络", "pv": 83, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17916, "title": "是方携手Google Cloud 推出多元跨国海缆服务", "shortTitle": "是方携手Google Cloud 推出多元跨国海缆服务", "img": "https://cimg.cnyes.cool/prod/news/6618587/l/ed2bdb4510f9257a6c3e0ab136a55eb8.jpg", "description": "是方(6561-TW)今(30)日宣布携手Google(GOOG-US)Cloud，整合国际海缆资源并导入Cross-Site Interconnect(CSI)跨站互连技术，推出「多元跨国海缆服务(Multi-Route Protection)」，提供企业、金融机构与政府机关不中断、高数位韧性安全网路。  是方说明，借由串联Google覆盖全球的多元海缆网路，搭配是方于台湾电信战略枢纽的优势，此次推出的多元跨国海缆服务，包括三大核心特色。  首先是结合Google", "createdAt": "2026-09-30T07:12:06.000Z", "author": "网络", "pv": 78, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17913, "title": "Anthropic IPO招股书揭财务风险！近半营收靠亚马逊与Google、营运亏损逾80亿美元", "shortTitle": "Anthropic IPO招股书揭财务风险！近半营收靠亚马逊", "img": "https://cimg.cnyes.cool/prod/news/6618490/l/9922297391d41ed877834111641c22fe.jpg", "description": "Anthropic IPO招股书揭露：2025年营收近46亿美元、年增约12倍，营运亏损逾80亿美元。
2025年47%营收、约21.6亿美元透过亚马逊与Google云端完成，并付约3.51亿美元分销费。
公司列示546亿美元算力承付款，并称依赖少数合作伙伴与客户恐影响算力、定价与现金流。", "createdAt": "2026-09-30T07:10:03.000Z", "author": "网络", "pv": 65, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17917, "title": "华孚(6235)营益掉63%，股价跌逾7成！7,000吨新机能带来转机吗？先看这3个数字", "shortTitle": "华孚(6235)营益掉63%，股价跌逾7成！7,000吨新机", "img": "", "description": "2026年09月30日（优分析／产业数据中心报导）⸺ 华孚(6235-TW)昨(29)日召开法人说明会，公司对今年下半年及明年营运仍采取相对保守的态度，主要原因是欧美汽车市场需求疲弱，加上新旧车型正处于交替期，新车逐步放量的同时，旧车型也持续减产。从股价走势来看，华孚(6235-TW)自2023年约150元高点一路回落，目前已跌至40元附近，回档幅度超过七成。市场目前反映的已不只是汽车需求放缓，更包括产品组合、人工成本、汇率及新产能效益尚未浮现等问题。公司2026年第二季营收为15.9亿元，", "createdAt": "2026-09-30T07:00:29.000Z", "author": "网络", "pv": 80, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17918, "title": "百容(2483)下一阶段市场关注什么？CPU散热片", "shortTitle": "百容(2483)下一阶段市场关注什么？CPU散热片", "img": "", "description": "百容，是做什么的？百容(2483-TW)是金属冲压厂，将铜片加工成导线架、继电器及马达零件，供应半导体与车用客户，赚的是加工附加价值。2025年本业亏损，2026年半导体应用占比突破五成， Q2毛利率回升至14.98%，成长关键在产品组合往高阶移动。百容透过模具开发与自动化冲压量产，并以原料价格转嫁机制，降低铜价波动影响。2026年第一季半导体营收占比首度突破51%，第二季维持50.4%，较2024年的47%、2025年的48.91%持续提升，显示车用高功率导线架与半导体封装零件，成为转型主", "createdAt": "2026-09-30T07:00:29.000Z", "author": "网络", "pv": 71, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17919, "title": "新亚建设夺三莺线延伸八德段统包案工程金额81.82亿元", "shortTitle": "新亚建设夺三莺线延伸八德段统包案工程金额81.82亿元", "img": "https://cimg.cnyes.cool/prod/news/6618598/l/6dbd901651a6f318b280e37bbf502aa1.jpg", "description": "营造厂新亚建设开发(2516-TW)今(30)日公布拿下捷运三莺线延伸桃园八德段统包工程案，金额达81.82亿元，此一工程案业主是新北市政府捷运工程局，工期估为2190日历天(预计实质完工日)。营造厂新亚建设开发的拿下捷运统包工程案，是与俊吉营造共同承揽，包括新建比例为85.87%，俊吉营造14.13%。新建2026年上半年财报为营收36.79亿元，毛利率5.49%，优于2025年同期的2.97%，税后纯益1.49亿元，优于去年同期的8618万元，每股纯益0.66元。  ", "createdAt": "2026-09-30T06:52:15.000Z", "author": "网络", "pv": 74, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17910, "title": "DeepSeek与华为合作开发晶片程式设计工具以加速摆脱对辉达的依赖", "shortTitle": "DeepSeek与华为合作开发晶片程式设计工具以加速摆脱对", "img": "https://cimg.cnyes.cool/prod/news/6618581/l/1305c72e2c1460fabac1380d32b8cfed.jpg", "description": "DeepSeek宣布与华为合作，开发针对升腾(Ascend)晶片优化的程式设计工具，深化中国科技公司替代辉达生态的合作。
双方共同推进基于128颗升腾950晶片的「超级节点」方案，并优化运算与通讯效能。
DeepSeek称开源元件与辉达GPU工具「一一对应」，且超过70%算力用于训练。", "createdAt": "2026-09-30T06:30:02.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17901, "title": "Counterpoint：苹果首款折叠机iPhone Duo今年估卖600万支", "shortTitle": "Counterpoint：苹果首款折叠机iPhone Duo", "img": "https://cimg.cnyes.cool/prod/news/6618493/l/fca71056ccfec0a12df474b6219ff2ad.jpg", "description": "苹果首款折叠机iPhone Duo将于10月上市，Counterpoint估今年销量约600万支，定价1,999美元
IDC估苹果加入后全球折叠手机今年出货量年增13%至2,290万支，否则市场恐下滑
iPhone 18 Pro中国初期销售较iPhone 17 Pro同期增12%，苹果市占率达33%", "createdAt": "2026-09-30T06:10:03.000Z", "author": "网络", "pv": 70, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }