天天财经-提供金融入门知识-投资理财技巧-热点新闻

〈焦点股〉松川精密营运动能强劲股价开高锁涨停站上所有均线
2026-09-09 网络阅读（70）
营运处于上升的轨道中，2026年7月营收9.86亿元攻高，8月营收以8.72亿元改写历史次高，年增66.41%，加上部分递延出货订单在9月认列，势将推升松川精密在2026年第三季营收再再创新高。
健乔主力产品动能强劲 8月营收7.54亿元年增近5成写历史次高
2026-09-09 网络阅读（96）
健乔(4114-TW)公告8月营收7.54亿元，年增近5成，写下单月历史次高纪录。健乔指出，受惠主力产品动能强劲，包括癌症用药产品、心血管与代谢产品以及妇女健康照护产品年对年皆成长，带动8月营收表现。
OpenAI抢攻晶片设计AI！CFO：成本优势可胜开源模型
2026-09-09 网络阅读（72）
OpenAI财务长弗里尔表示，公司正加速布局晶片设计、生命科学与金融服务，Luna模型降价80%后使用量增10倍，企业营收单月成长32%。
【优分析即时新闻】环宇-KY(4991)合约负债暴增9倍，客户抢付订金卡AI光通讯产能
2026-09-09 网络阅读（73）
2026年09月09日（优分析／产业数据中心报导）⸺ 环宇-KY近年从亏损谷底转为高速成长期，订单能见度已看到2027年第一季。第二季营收7.7亿元，季增7.79%、年增58.73%，但毛利率降至43.3%，季减11.2个百分点，主因磷化铟(InP)基板缺货导致自有品牌光电元件(AOC)占比由74%降至61%，加上RF产品订单递延集中出货拉低整体毛利。合约负债三级跳，真实需求而非题材炒作真正值得注意的是，公司合约负债第二季跳升至7,074.6万元，较首季4,488万元暴增57.6%，更是去年
否认结盟SK海力士！铠侠执行长喊话：记忆体价格「涨够高了」
2026-09-09 网络阅读（82）
铠侠执行长太田裕雄周三(9日)反驳了与SK海力士建立更深层关系的说法，并承诺控制记忆体价格飙升，以免损害AI长期需求。全球记忆体厂商纷纷斥巨资扩产以满足AI订单，需求增长已推动晶片价格出现两位数甚至三位数涨幅。SK集团会长崔泰源此前曾表示，制造合作也许有助于降低巨额资金投入的风险。太田裕雄表示，与SK海力士建立更紧密联系常被提及，但将遇到反垄断障碍，对铠侠与闪迪的合资生产业务亦难以协调，铠侠需另寻方法抑制价格飙升。他还说：「价格已经涨得够高了。」 SK董事长崔泰源本月初受访时称，铠侠与SK
东浦精密AI应用产品Q3起放量出货 1-8月营收己超越去年整年
2026-09-09 网络阅读（70）
塑胶射出及模具厂东浦精密在AI产品也于第三季起大量出货，东浦精密公布最新营收资讯，2026年8月营收3.7亿元，改写历年同期新高，1-8月营收超越2025年全年。
精确拥三大成长动能连4月营收创新高纪录
2026-09-09 网络阅读（72）
精确拥三大成长动能连4月营收创新高纪录
锋霈自结1-7月每股纯益5.53元超越去年全年 9/10以170元登兴柜
2026-09-09 网络阅读（86）
锋霈环境科技(7934-TW)自结2026年1-7月税后纯益1.28亿元，20225年全年，每股纯益5.53元，将于10日以每股参考价170元登录兴柜。
【40万GPU风暴】台积电竟非首选？ AGI翻倍潜力股曝光？
2026-09-09 网络阅读（77）
你还在担心「拉积盘是不是在出货」吗？真正聪明的大资金早就把目光锁定在「AGI」！辉达(NVDA-US)执行长黄仁勋日前已公开表示「AGI has arrived」。「AGI时代」来了！目前OpenAI的Astra背后使用超过10万颗GPU训练，而黄仁勋谈到接下来还要增加40万颗GPU的算力规模。换句话说，AI竞赛正在从「谁的模型比较聪明」，正式进入「谁能拿到足够算力」的军备竞赛。真正值得投资人注意的，是这背后可能正在形成一条新的AI产业链。 AI 与 AGI 差在哪？「牧羊犬」与「天才合伙人」
欧美商用市场需求强劲带动乔山8月营收48亿元年增逾2成
2026-09-09 网络阅读（75）
乔山公告8月营收48.4亿元，年增超过2成，累计今年前8月营收345亿元，年增逾1成。乔山指出，商用市场需求强劲，北美8月成长超过2成，欧洲市场的德国、西班牙、义大利及波兰等都有超过5成的成长，带动8月营收表现。

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