天天财经-提供金融入门知识-投资理财技巧-热点新闻

大型手术设备与人工水晶体双引擎带动科明8月营收5443万元年增逾1成
2026-09-10 网络阅读（69）
科明(7881-TW)公告8月营收5443万元，年增逾1成，累计今年前8月营收5.09亿元，同样年增。科明指出，主要受惠大型手术设备装机量攀升，加上新产品短延焦段人工水晶体推广，推升营收表现。
小摩市值将叩关1兆美元美银分析师：有望享「稀缺性溢价」
2026-09-10 网络阅读（76）
《彭博》报导，摩根大通 (小摩) (JPM-US) 可望成为全球首家市值突破1兆美元的银行。美国银行分析师认为，即使跻身「兆元俱乐部」，小摩股价相较整体市场仍处于明显折价，风险报酬比极具吸引力。
NAND供给恐长期偏弱！高盛科技大会第二日亮点：AI商业化与供给侧判断成两大主线
2026-09-10 网络阅读（73）
高盛Communacopia+科技大会在周三(9日)进入第二日多家公司管理层集中发声，AI落地讯号与供给侧判断成为最受关注的两条主线。根据高盛TMT策略师Peter Callahan整理的纪要，当日与会公司涵盖闪迪、Etsy、NXP半导体、Block等数十家企业，管理层围绕AI商业化、消费趋势、记忆体供需及宏观环境密集表态。闪迪管理层明确表示，NAND供给增长在可预见的未来恐持续受限，而AI推理的大规模普及正持续推高需求。闪迪未就短期作出具体指引，但这一中长期判断直接指向NAND价格的支撑逻辑
租税优惠助攻AIDC！兆元方案首例AI算力中心促参案年底抢插旗430亿元
2026-09-10 网络阅读（83）
兆元方案策略发酵，国发会与财政部、金管会跨部会联手，透过松绑64项法规拓案源、增诱因，成功导引民间庞大资金挹注国家建设。今年前8月民间参与公共建设已签约84件、金额高达1153亿元，永续发展债券发行规模亦达914亿元。政
【优分析即时新闻】中探针(6217)半导体测试占比冲四成，AI晶片封测挹注，获利转正就看两大讯号
2026-09-10 网络阅读（74）
2026年09月10日（优分析／产业数据中心报导）⸺ 中探针近年积极从连接器业务转型至半导体测试领域，半导体相关营收占比已从2024年的20%提升至2025年的25%至30%，2026年可望突破30%，总经理于9月3日半导体展表示，若加计AI伺服器相关产品，2027年半导体相关营收占比将突破40%。公司2025年合并营收36.99亿元、年增19.12%创历史新高，2026年上半年营收年增37.7%，全年维持双位数成长目标。 (图片来源：优分析产业资料库) 营收创高却获利跟不上，关键在产品组合质
苹果新品亮相反成利多出尽？新日兴(3376)重挫逾7%、玉晶光(3406)开高走低，苹概股为何不同调
2026-09-10 网络阅读（73）
2026年09月10日（优分析／产业数据中心报导）⸺ 苹果正式发表首款折叠手机iPhone Duo及iPhone 18 Pro系列，但台股苹概股今（10）日未上演庆祝行情，反而普遍走弱。市场关注焦点也从发表会前的规格题材，转向新品售价、销量及供应链实际订单。新日兴(3376-TW)下跌7.52%，玉晶光(3406-TW)下跌3.15%；大立光跌2.11%、鸿海与臻鼎-KY均跌1.39%，和硕跌1.10%，台郡跌幅也超过4%，苹概股整体承压。新日兴开高杀低，折叠机题材先涨先回苹果此次发表会最
税务冻结未平印度拟对小米启动欺诈调查
2026-09-10 网络阅读（84）
一份政府文件显示，印度严重欺诈调查局（SFIO）已建议对小米展开调查，小米涉嫌业务模式违规，且未完全遵守外国投资法律，若该建议获准，小米可能在印度面临更严厉审查。
研调：看好iPhone 18带动15%换机动能折叠机iPhone Duo将供不应求排队潮延续至年底
2026-09-10 网络阅读（83）
苹果(AAPL-US)发布最新智慧型手机产品线，研调机构 Counterpoint Research 于会后指出，指出此次发表的 iPhone 18 系列与首款折叠手机 iPhone Duo，由于新机价格涨幅相对温和，加
和泰车引进日本ADVICS拓展非原厂维修版图 10月首批煞车件到货
2026-09-10 网络阅读（64）
和泰车引进日本ADVICS拓展非原厂维修版图 10月首批煞车件到货
中联油脂问题油泰山提告并求偿继南侨后福寿今提出声明反击
2026-09-10 网络阅读（72）
泰山递状就中联油脂问题油事件对中联油脂、福寿实业、福懋及南侨四公司提起民事诉讼，针对中联油脂事件造成的相关损失，求偿10亿元。除在南侨已提出反击之外，福寿今(10)日并发表声明指出，泰山掩饰己过，福寿亮证对决讨公道。

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