天天财经-提供金融入门知识-投资理财技巧-热点新闻

巨亨速报 - Factset 最新调查：上银(2049-TW)EPS预估上修至9.6元，预估目标价为445元
2026-09-28 网络阅读（95）
根据FactSet最新调查，共16位分析师，对上银(2049-TW)做出2026年EPS预估：中位数由9.5元上修至9.6元，其中最高估值10.7元，最低估值8.08元，预估目标价为445元。市场预估EPS预估值2026年(前值)2027年2028年最高值10.7(10.7)15.0415.78最低值8.08(5.46)8.138.42平均值9.47(9.23)11.7312.48中位数9.6(9.5)11.7913.46市场预估营收预估值(单位：新台币千元)2026年2027年2028年最高值
巨亨速报 - Factset 最新调查：来亿-KY(6890-TW)EPS预估下修至11.19元，预估目标价为195.5元
2026-09-28 网络阅读（80）
根据FactSet最新调查，共10位分析师，对来亿-KY(6890-TW)做出2026年EPS预估：中位数由11.29元下修至11.19元，其中最高估值11.75元，最低估值10.37元，预估目标价为195.5元。市场预估EPS预估值2026年(前值)2027年2028年最高值11.75(16.84)14.517.85最低值10.37(10.37)11.4612.07平均值11.14(11.65)13.3515.24中位数11.19(11.29)13.5815.05市场预估营收预估值(单位：新台
巨亨速报 - Factset 最新调查：儒鸿(1476-TW)目标价调降至407.5元，幅度约4.12%
2026-09-28 网络阅读（85）
根据FactSet最新调查，共17位分析师，对儒鸿(1476-TW)提出目标价估值：中位数由425元下修至407.5元，调降幅度4.12%。其中最高估值547元，最低估值333元。综合评级 - 共有17位分析师给予儒鸿(1476-TW)评价：积极乐观12位、保持中立3位、保守悲观1位。儒鸿(1476-TW)今(24日)收盘价为276.5元。近5日股价下跌1.95%，相关纺织纤维近5日下跌0.5%，集中市场加权指数上涨1.79%，短期股价无明显表现。资料来源：Factset，数据仅供参考，不作为投
全球市场震荡升温！美债殖利率飙5.20% 美股、油价后市成焦点
2026-09-28 网络阅读（65）
美股期货走低、油价跳空走高，市场消化美伊情势与荷姆兹海峡风险。 10年期美债殖利率升至5.20%、30年期至5.50%，逼近上周高点。川普称盼本周续谈，卡达与伊朗、美国穿梭协商；美元指数同步跳涨。
〈房产〉豪宅除高总价之外车位价格也惊人这里一个车位要价近千万元
2026-09-28 网络阅读（73）
豪宅不只房价高，其车位价格也是得吓人，观察实价登录揭露2026年7月信义豪宅「皇翔御琚」，高楼层户343.96坪，总价6亿8588万元，单价225万元，其中，四个车位56.02坪，要价3800万元，等于一个车位就要950万元，登上今年台北市豪宅交易中最高车位。台湾房屋信义101特许加盟店向秦毅表示，信义区豪宅车位，几乎都从400万元起跳，皇翔御琚地下室停车位，坪数规格为12.67坪或14.45坪两种，除了权状坪数大，整体的规划也是气派，地面铺设地砖，车辆往地下层回车道中间还有种树，又规划天井透
iPhone 18 Pro系列支援5G SA 电信业SA进度曝光
2026-09-28 网络阅读（76）
iPhone 18 Pro支援5G SA，台湾电信SA多仍在示范场域，现阶段以NSA为主。中华电信推Pre-6G与5G SA试验，目标年底配合支援SA手机推出SA服务与资费。远传称与苹果进行认证，盼年底前开放部分SA功能，并将SA网路准备到位。
中国考虑放行辉达晶片！要求阿里、字节跳动提交采购RTX PRO 5500计划
2026-09-28 网络阅读（62）
两名知情人士透露，中国政府已释出讯号，可能允许字节跳动及阿里巴巴(09988-HK) 等部分中国企业，采购辉达(NVDA-US) 为高阶专业电脑打造的晶片。根据《The Information》周日（27日）报导，中国工业和资讯化部近期要求包括字节跳动、阿里巴巴在内的企业，提交采购辉达RTX PRO 5500晶片的计划。消息人士指出，中国工信部已告知部分中国企业，政府有意批准相关采购。部分业界高层则预期，RTX PRO 5500可能不会受到美国出口限制。辉达发言人在被问及此事时表示：「美国
别再只看散热！下一个翻倍产业已经浮出水面
2026-09-28 网络阅读（77）
油价回落、美债殖利率降温，科技股先前压力淡化。 AI竞争升温，Google、Meta、Amazon续投模型与资料中心。 ASIC成趋势，联发科、创意、世芯-KY、智原受惠。
巨亨速报 - Factset 最新调查：华硕(2357-TW)EPS预估上修至75.9元，预估目标价为1080元
2026-09-28 网络阅读（90）
根据FactSet最新调查，共15位分析师，对华硕(2357-TW)做出2026年EPS预估：中位数由74.75元上修至75.9元，其中最高估值87.37元，最低估值52.96元，预估目标价为1080元。市场预估EPS预估值2026年(前值)2027年2028年最高值87.37(87.37)102.3193.21最低值52.96(52.96)61.3169.6平均值73.59(73.37)74.2680.01中位数75.9(74.75)70.5379.48市场预估营收预估值(单位：新台币千元)2
AI=电力基础设施！韩副总理：政府正大力投入　力求实现全民免费覆盖
2026-09-28 网络阅读（84）
南韩副总理Lee Hyoung-il称AI应像电力般成基本基础设施，人人都能平价使用。李在明政府上月选定SK电讯、KT、Kakao推「全民人工智慧」，让5160万人免费用类ChatGPT与个人AI助手。李在明称南韩要成AI前三强国，政府表示会加快AI发展且「更加安全」。

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10年期美债殖利率升至5.20%、30年期至5.50%，逼近上周高点。
川普称盼本周续谈，卡达与伊朗、美国穿梭协商；美元指数同步跳涨。", "createdAt": "2026-09-28T02:10:05.000Z", "author": "网络", "pv": 65, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 17566, "title": "〈房产〉豪宅除高总价之外车位价格也惊人这里一个车位要价近千万元", "shortTitle": "〈房产〉豪宅除高总价之外车位价格也惊人这里一个车位要价近", "img": "https://cimg.cnyes.cool/prod/news/6615723/l/b07952b927cb45ad3c181da2333140d7.jpg", "description": "豪宅不只房价高，其车位价格也是得吓人，观察实价登录揭露2026年7月信义豪宅「皇翔御琚」，高楼层户343.96坪，总价6亿8588万元，单价225万元，其中，四个车位56.02坪，要价3800万元，等于一个车位就要950万元，登上今年台北市豪宅交易中最高车位。台湾房屋信义101特许加盟店向秦毅表示，信义区豪宅车位，几乎都从400万元起跳，皇翔御琚地下室停车位，坪数规格为12.67坪或14.45坪两种，除了权状坪数大，整体的规划也是气派，地面铺设地砖，车辆往地下层回车道中间还有种树，又规划天井透", "createdAt": "2026-09-28T01:51:48.000Z", "author": "网络", "pv": 73, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17558, "title": "iPhone 18 Pro系列支援5G SA 电信业SA进度曝光", "shortTitle": "iPhone 18 Pro系列支援5G SA 电信业SA进度", "img": "https://cimg.cnyes.cool/prod/news/6615582/l/2d70e99fa06f32e694eb0fae39987139.jpg", "description": "iPhone 18 Pro支援5G SA，台湾电信SA多仍在示范场域，现阶段以NSA为主。
中华电信推Pre-6G与5G SA试验，目标年底配合支援SA手机推出SA服务与资费。
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AI竞争升温，Google、Meta、Amazon续投模型与资料中心。
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李在明称南韩要成AI前三强国，政府表示会加快AI发展且「更加安全」。", "createdAt": "2026-09-28T00:10:05.000Z", "author": "网络", "pv": 84, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }