天天财经-提供金融入门知识-投资理财技巧-热点新闻

〈房产〉国建与台湾三井不动产组团队拿下南港玉成段公办都市更新案并签约
2026-09-21 网络阅读（87）
台北市「公办都更7599专案计划」再现具体成果。位于南港产业生活特定专用区的「南港玉成段公办都市更新案」，基地面积达1058坪，今(21)日完成签约，由台北市住都中心担任实施者，并与由团队由国建(2501-TW)及台湾三井不动产组成的出资团队完成签约。今天的「南港玉成段公办都市更新案」的签约，成为7599专案在南港产专区首件完成招商签约的案件，是由国建与台湾三井不动产组成「三重置业地产」合作联盟，投入开发。基地内130户、屋龄多已超过55年的老旧住宅，将透过公办都更改善居住安全及都市环境。&n
联嘉连5年获亚太杰出企业奖总座连年蝉联企业领袖奖
2026-09-21 网络阅读（85）
车用LED零组件大厂联嘉(3717-TW)再传捷报，连续五年荣获「亚太杰出企业奖(Asia Pacific Enterprise Awards, APEA)」，总经理黄昉钰博士也连续第四年蝉联「亚太卓越企业领袖奖(Master Entrepreneur Award)」，黄昉钰表示，获国际大奖肯定显示联嘉走向国际化、创新转型、永续和全球布局的决心。联嘉上半年合并营收达35.32亿元，年增 27.4%，税后纯益2.4亿元，每股纯益(EPS)达1.15元，均创下同期新高纪录，黄昉钰强调，从车用照明走
联光通(4903)不靠传统光缆了！8月营收腰斩为何还喷？储能扛大梁、AI光纤拚翻身
2026-09-21 网络阅读（79）
2026年09月21日（优分析／产业数据中心报导）⸺ 联光通(4903-TW)今（21）日股价攻上41.35元涨停，终场上涨9.97%，成交量约3,143张，即使公司8月营收年减超过五成，市场资金仍积极进场，反映的可能不是当期业绩，而是联光通由传统光纤厂转向「储能、基础建设与高速光通讯」的转型题材。 (图片来源:优分析产业资料库) 光纤不再是主角，系统整合占比突破九成从《优分析产业资料库》观察，联光通的营收结构已明显改变。光缆销售占比由2024年的21.9%，降至2025年的8.09%；系统整
还没动工就惹官司马斯克Terafab遭要求停用名称
2026-09-21 网络阅读（62）
特斯拉(TSLA-US) 与SpaceX(SPCX-US) 规划中的超级晶片工厂尚未动工，却先因名称卷入商标争议。两家公司周日(20日)向美国德州奥斯汀联邦法院提起诉讼，针对奈米科技公司TERA-print提出的商标侵权指控寻求司法裁决，盼为「Terafab」名称正名。争议核心在于，马斯克团队筹备的晶片计划命名为「Terafab」，但位于美国伊利诺州的TERA-print已持有「Tera-Fab」注册商标。特斯拉早在今年5月便向美国专利商标局提出3项与「Terafab」相关的商标申请，但随着
中嘉宽频导入全光网路及AI影像辨识服务扩大智慧城市应用新价值
2026-09-21 网络阅读（183）
中嘉宽频看准AI影像分析与即时决策需求不断升温，近年积极拓展智慧城市应用，结合多年光纤网路建置与ICT整合经验，提供「AI影像辨识服务」，目前已成功导入智慧交通、工地安全及大型场馆人车流管理等多元场域，持续拓展AI影像辨识在城市治理与公共服务领域的应用可能。中嘉宽频近年持续投资新世代数位基础建设，今年8月率先完成400G APN全光网路部署，并可兼容800G光通讯、预留扩充弹性，进一步提升骨干网路传输效率。未来拟透过「全光网路x AI影像辨识」整合架构，将前端摄影设备产生的大量影像即时传送至云
台股冲三个月新高外资加码203亿、三大法人联手买超470.37亿元
2026-09-21 网络阅读（92）
台股今(21)日在联发科(2454-TW)、台达电(2308-TW)携手领军下，上涨538.09点或1.14%，收47718.84点，创近3个月新高，成交量则量缩至8202亿元；三大法人合计买超470.37亿元。观察三大法人今天筹码动向，外资买超203.75亿，呈现连三买；自营商买超227.28亿元；投信买超39.32亿元，三大法人合计买超470.37亿元。
离开卖仅剩一月！传苹果iPhone Duo整机组装良率只有六成多　富士康量产爬坡未完成
2026-09-21 网络阅读（66）
外媒最新报导指出，苹果首款折叠机iPhone Duo距10月23日开卖只剩一个多月，但量产爬坡仍未达标。iPhone Duo在9月10日由新任执行长特纳斯在秋季发布会推出，10月16日预售、10月23日上市。《界面新闻》上周四(17日)援引接近富士康产业链人士消息报导指出，目前富士康整机组装良率仅60%多，首批产量偏少；按苹果现有品质标准，整机良率要到成熟水平恐需要再半年，甚至一年。供应链正等待苹果决策，是否放宽品质要求以换取更快大规模量产。对比过去五年苹果秋季旗舰从发布到预售平均约3天、到
〈台股盘后〉ASIC点火联发科飙新天价涨538点收47718点创近3个月高
2026-09-21 网络阅读（91）
台股今(21)日在联发科(2454-TW)、台达电(2308-TW)携手领军下，上涨538.09点或1.14%，收47718.84点，创近3个月新高，成交量则量缩至8202亿元；不过，柜买指数收黑，小跌0.11点或0.03%，收412.57点。台积电今日上涨20元或0.8%，收2480元，AI ASIC概念股强涨，联发科站上5000元大关创新天价，收盘大涨6.37%来到5010元，创意同样涨6%、世芯-KY涨逾3%；台达电涨8%、日月光投控涨近4%，鸿海则走弱小跌收黑。友达传出继台积电后，英
不拼单晶片拼系统！WSJ：华为要当「中国的辉达」　晶片＋灵衢＋NPO＋记忆体打包出击
2026-09-21 网络阅读（82）
《华尔街日报》上周五(18日)报导指出，华为正加快打造辉达AI运算系统的替代方案，目标不只是单颗更强晶片，而是把升腾晶片、灵衢互联、NPO近封装光学、存储与软体整合成「系统战」，成为「中国的辉达」。华为在上周四(17日)的上海全联接大会上，华为公布更激进路线：升腾960DT计划2027年第一季就绪、较原规划提前三季，面向推理的960PR提前一季于明年第三季推出；2028、2029年再按「一年一代」推出970、980。由于先进制程受限，华为一方面用晶片设计、堆叠提效率，另一方面用大规模互联补单
群创(3481)车用占比冲近4成，FOPLP出货暴增！为何获利还得看面板脸色？
2026-09-21 网络阅读（94）
群创车用占比冲39%，下一关不是营收而是毛利率群创(3481-TW)透过CarUX整合车用面板业务，2025年底完成Pioneer并表后，车用业务规模明显放大，2026年第二季营收占比已达39%，超越电视成为最大应用。车用产品生命周期较长、客户黏着度也较高，长期而言有助于降低消费性电子需求波动。但营收占比提高，并不等于获利同步改善。并购首先带来的是营收规模，接下来还要看整并成本、产品组合与规模效益能否逐步反映在毛利率。尤其车用面板从接单、认证到量产都有较长周期，2027年真正值得观察的，是

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"台股冲三个月新高外资加码203亿、三大法人联手买超470.37亿元", "shortTitle": "台股冲三个月新高外资加码203亿、三大法人联手买超470.", "img": "https://cimg.cnyes.cool/prod/news/6611935/l/8a38486b2901b238582577482d2f708d.jpg", "description": "台股今(21)日在联发科(2454-TW)、台达电(2308-TW)携手领军下，上涨538.09点或1.14%，收47718.84点，创近3个月新高，成交量则量缩至8202亿元；三大法人合计买超470.37亿元。观察三大法人今天筹码动向，外资买超203.75亿，呈现连三买；自营商买超227.28亿元；投信买超39.32亿元，三大法人合计买超470.37亿元。", "createdAt": "2026-09-21T06:59:30.000Z", "author": "网络", "pv": 92, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16739, "title": "离开卖仅剩一月！传苹果iPhone Duo整机组装良率只有六成多　富士康量产爬坡未完成", "shortTitle": "离开卖仅剩一月！传苹果iPhone Duo整机组装良率只有六", "img": "https://cimg.cnyes.cool/prod/news/6611818/l/700dc387e5503a7748ca709d3d026558.jpg", "description": "外媒最新报导指出，苹果首款折叠机iPhone Duo距10月23日开卖只剩一个多月，但量产爬坡仍未达标。iPhone Duo在9月10日由新任执行长特纳斯在秋季发布会推出，10月16日预售、10月23日上市。《界面新闻》上周四(17日)援引接近富士康产业链人士消息报导指出，目前富士康整机组装良率仅60%多，首批产量偏少；按苹果现有品质标准，整机良率要到成熟水平恐需要再半年，甚至一年。供应链正等待苹果决策，是否放宽品质要求以换取更快大规模量产。对比过去五年苹果秋季旗舰从发布到预售平均约3天、到", "createdAt": "2026-09-21T06:20:02.000Z", "author": "网络", "pv": 66, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 16741, "title": "〈台股盘后〉ASIC点火联发科飙新天价涨538点收47718点创近3个月高", "shortTitle": "〈台股盘后〉ASIC点火联发科飙新天价涨538点收4771", "img": "https://cimg.cnyes.cool/prod/news/6611898/l/244ee3f0f13c25f83b1a7259f811e8be.jpg", "description": "台股今(21)日在联发科(2454-TW)、台达电(2308-TW)携手领军下，上涨538.09点或1.14%，收47718.84点，创近3个月新高，成交量则量缩至8202亿元；不过，柜买指数收黑，小跌0.11点或0.03%，收412.57点。台积电今日上涨20元或0.8%，收2480元，AI ASIC概念股强涨，联发科站上5000元大关创新天价，收盘大涨6.37%来到5010元，创意同样涨6%、世芯-KY涨逾3%；台达电涨8%、日月光投控涨近4%，鸿海则走弱小跌收黑。友达传出继台积电后，英", "createdAt": "2026-09-21T06:12:41.000Z", "author": "网络", "pv": 91, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 16748, "title": "不拼单晶片拼系统！WSJ：华为要当「中国的辉达」　晶片＋灵衢＋NPO＋记忆体打包出击", "shortTitle": "不拼单晶片拼系统！WSJ：华为要当「中国的辉达」　晶片＋灵衢", "img": "https://cimg.cnyes.cool/prod/news/6611742/l/78e104e558d7d22a9a9a0db7e72541f4.jpg", "description": "《华尔街日报》上周五(18日)报导指出，华为正加快打造辉达AI运算系统的替代方案，目标不只是单颗更强晶片，而是把升腾晶片、灵衢互联、NPO近封装光学、存储与软体整合成「系统战」，成为「中国的辉达」。华为在上周四(17日)的上海全联接大会上，华为公布更激进路线：升腾960DT计划2027年第一季就绪、较原规划提前三季，面向推理的960PR提前一季于明年第三季推出；2028、2029年再按「一年一代」推出970、980。由于先进制程受限，华为一方面用晶片设计、堆叠提效率，另一方面用大规模互联补单", "createdAt": "2026-09-21T06:10:05.000Z", "author": "网络", "pv": 82, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16742, "title": "群创(3481)车用占比冲近4成，FOPLP出货暴增！为何获利还得看面板脸色？", "shortTitle": "群创(3481)车用占比冲近4成，FOPLP出货暴增！为何获", "img": "", "description": "群创车用占比冲39%，下一关不是营收而是毛利率群创(3481-TW)透过CarUX整合车用面板业务，2025年底完成Pioneer并表后，车用业务规模明显放大，2026年第二季营收占比已达39%，超越电视成为最大应用。车用产品生命周期较长、客户黏着度也较高，长期而言有助于降低消费性电子需求波动。但营收占比提高，并不等于获利同步改善。并购首先带来的是营收规模，接下来还要看整并成本、产品组合与规模效益能否逐步反映在毛利率。尤其车用面板从接单、认证到量产都有较长周期，2027年真正值得观察的，是", "createdAt": "2026-09-21T06:01:09.000Z", "author": "网络", "pv": 94, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }