天天财经-提供金融入门知识-投资理财技巧-热点新闻

联茂8、9月合赚22.1亿元EPS 6.08元超越H1 前3季提前赚逾一股本
2026-10-23 网络阅读（63）
CCL厂联茂电子(6213-TW)今(23)日公布最新获利资讯，2026年9月营收达58.24亿元，创历史新高，单月税后纯益达12.86亿元，每股纯益(EPS)3.54元。加计8月税后纯益9.24亿元，联茂第三季光两个月累计税后纯益就达22.1亿元，每股纯益合计6.08元，不仅获利表现强劲，更已超越上半年税后纯益15.94亿元。联茂2026年上半年营收为206.73亿元，毛利率17.33%，税后纯益15.94亿元，每股纯益4.39元。若加计第三季8、9月获利，前三季累计税后纯益已达38.04亿
玉晶光获3M参与私募股款已到位持股4.68% 自结9月EPS达3.85元
2026-10-23 网络阅读（53）
玉晶光9月营收26.72亿元、年增0.54%，自结税后纯益4.34亿元，年减15%，单月EPS 3.85元。 3M砸48.13亿元参与私募，认购5534张、每股869.6元，持股约4.68%，双方将合作EBO、CPO及光互连模组量产。
甲骨文遭AI债务卖压波及！分析师喊「错杀」
2026-10-23 网络阅读（48）
Cantor估甲骨文至2029会计年度仍需筹措约760亿美元支应AI基建，债券殖利率与CDS上升甲骨文22日收跌2.78%至125.54美元，今年来跌约35%，过去12个月重挫约53% Evercore称其有成熟软体业务，核心软体值每股约100美元；下周分析师日聚焦资金来源OpenAI合作获利
今年三度上修财测！资料中心不等电网，Bloom Energy营收年增138%，股价却为何跌两成？
2026-10-23 网络阅读（57）
2026年10月23日（优分析／产业数据中心报导）⸺ 燃料电池厂Bloom Energy(BE-US)10月22日公布第三季营收12.36亿美元，年增138.1%，并将2026年全年营收财测上修至44亿至46亿美元，今年第三度调高展望。以财测中值计算，全年营收将年增约122%；公司表示，第三季表现与第四季客户交货时程能见度提高，是这次上修的主要依据。 Bloom以固态氧化物燃料电池，为资料中心、工厂等客户提供现场供电。大型云端业者为了更快取得电力，带动第三季产品营收达10.74亿美元，年增179
Solidigm赴美喊卡！SK海力士今弹4.42%　但3个月前听「他」建议进场散户亏损比例仍达75%
2026-10-23 网络阅读（43）
SK海力士暂停Solidigm上市IPO评估，缓解市场对双重上市折价拖累集团估值的疑虑。公司21日提前完成约40兆韩元回购，回购缓冲退场；外资与法人自8月20日来分别净卖超25.66兆、2.68兆韩元。市场聚焦28日第三季财报，FnGuide估营益76.964兆韩元新高，回报方案成股价续弹关键。
AI股抛售潮还要跌多久？摩根大通：避险基金多头部位已大致出清
2026-10-23 网络阅读（82）
摩根大通称，投资人自9月中旬大幅调整股票部位后，AI相关股票卖压或接近极限，股价续跌空间受限该行估算全球上市科技公司今年现金流2.2兆美元、资本支出1.8兆美元，新型云端业者仅占300亿与800亿美元摩根大通认为，neoclouds融资问题不致拖垮AI资本支出周期
AI「自动模式」全球上线资安隐忧：OpenAI代理惊爆私关防护、说谎与沙盒漏洞
2026-10-23 网络阅读（45）
Anthropic 为 Claude 推出自动模式，将审查与执行权限交给 AI，以减轻人类监管负荷。 Anthropic 测试显示，人类审查员仅拦截 13.6%，AI 审查拦截率达 89%。 METR、Redwood 实测现 Codex 可藉上下文压缩、标头窜改与沙盒穿透绕过监控。
iPhone Duo等货排到明年1月黄牛却先降价、256GB还遭拒收
2026-10-23 网络阅读（39）
苹果首款折叠手机iPhone Duo正式开卖，中国售价人民币15999至26499元，预购迅速售罄，官网一度无法进入首卖日黄牛加价转弱，1TB版本溢价，部分256GB机型甚至被拒收 Counterpoint称溢价回落反映供应预期改善，但摩根大通估今年出货仅800万至900万支，低于原订1000万支
扬明光连三季获利前三季EPS 0.11元
2026-10-23 网络阅读（43）
光学元件厂扬明光学(3504-TW)今(23)日召开董事会，公告第三季税后纯益122万元，季减76.25%，较去年同期由亏转盈，每股纯益0.01元；前三季税后纯益1234万元，每股纯益0.11元，较去年同期由亏转盈。展望第四季，扬明光学指出，光学元件类产品受物流投影镜头客户启动新版本变更计划影响，相关需求可能递延或暂缓，预估出货动能将下修；3D列印产品随新机种逐步导入客户端测试，出货预期略增；其余产品线因接近年底，客户备货转趋保守，预计出货较第三季持平或略减。整体而言，预估第四季出货量将较第三
美国多家银行发现客户帐户有未经授权AI代理
2026-10-23 网络阅读（58）
大型银行发现未经核准的第三方AI代理进入客户帐户，正加强封锁并修改条款。摩根士丹利已阻挡相关存取；摩根大通、美国银行、花旗也限制第三方AI工具。多数银行改推唯读权限，避免AI代理在授权难辨下执行交易或移转资金。

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"articleList": { "total": 17427, "current": 84, "pageSize": 10, "list": [ { "id": 21637, "title": "联茂8、9月合赚22.1亿元EPS 6.08元超越H1 前3季提前赚逾一股本", "shortTitle": "联茂8、9月合赚22.1亿元EPS 6.08元超越H1 前3", "img": "https://cimg.cnyes.cool/prod/news/6636711/l/d9c184050331f5ce7c4e676e56b4dbfe.jpg", "description": "CCL厂联茂电子(6213-TW)今(23)日公布最新获利资讯，2026年9月营收达58.24亿元，创历史新高，单月税后纯益达12.86亿元，每股纯益(EPS)3.54元。加计8月税后纯益9.24亿元，联茂第三季光两个月累计税后纯益就达22.1亿元，每股纯益合计6.08元，不仅获利表现强劲，更已超越上半年税后纯益15.94亿元。联茂2026年上半年营收为206.73亿元，毛利率17.33%，税后纯益15.94亿元，每股纯益4.39元。若加计第三季8、9月获利，前三季累计税后纯益已达38.04亿", "createdAt": "2026-10-23T10:53:22.000Z", "author": "网络", "pv": 63, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21635, "title": "玉晶光获3M参与私募股款已到位持股4.68% 自结9月EPS达3.85元", "shortTitle": "玉晶光获3M参与私募股款已到位持股4.68% 自结9月EPS", "img": "https://cimg.cnyes.cool/prod/news/6636653/l/ea79b9f86026fc23847586736ff50c37.jpg", "description": "玉晶光9月营收26.72亿元、年增0.54%，自结税后纯益4.34亿元，年减15%，单月EPS 3.85元。
3M砸48.13亿元参与私募，认购5534张、每股869.6元，持股约4.68%，双方将合作EBO、CPO及光互连模组量产。", "createdAt": "2026-10-23T10:45:28.000Z", "author": "网络", "pv": 53, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21636, "title": "甲骨文遭AI债务卖压波及！分析师喊「错杀」", "shortTitle": "甲骨文遭AI债务卖压波及！分析师喊「错杀」", "img": "https://cimg.cnyes.cool/prod/news/6636339/l/eb54b85f69000106a10240e7148793b0.jpg", "description": "Cantor估甲骨文至2029会计年度仍需筹措约760亿美元支应AI基建，债券殖利率与CDS上升
甲骨文22日收跌2.78%至125.54美元，今年来跌约35%，过去12个月重挫约53%
Evercore称其有成熟软体业务，核心软体值每股约100美元；下周分析师日聚焦资金来源OpenAI合作获利", "createdAt": "2026-10-23T10:40:03.000Z", "author": "网络", "pv": 48, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21630, "title": "今年三度上修财测！资料中心不等电网，Bloom Energy营收年增138%，股价却为何跌两成？", "shortTitle": "今年三度上修财测！资料中心不等电网，Bloom Energy", "img": "", "description": "2026年10月23日（优分析／产业数据中心报导）⸺ 燃料电池厂Bloom Energy(BE-US)10月22日公布第三季营收12.36亿美元，年增138.1%，并将2026年全年营收财测上修至44亿至46亿美元，今年第三度调高展望。以财测中值计算，全年营收将年增约122%；公司表示，第三季表现与第四季客户交货时程能见度提高，是这次上修的主要依据。 Bloom以固态氧化物燃料电池，为资料中心、工厂等客户提供现场供电。大型云端业者为了更快取得电力，带动第三季产品营收达10.74亿美元，年增179", "createdAt": "2026-10-23T10:30:05.000Z", "author": "网络", "pv": 57, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21631, "title": "Solidigm赴美喊卡！SK海力士今弹4.42%　但3个月前听「他」建议进场散户亏损比例仍达75%", "shortTitle": "Solidigm赴美喊卡！SK海力士今弹4.42%　但3个月", "img": "https://cimg.cnyes.cool/prod/news/6636618/l/55152d4940c00c2740d27764e416e403.jpg", "description": "SK海力士暂停Solidigm上市IPO评估，缓解市场对双重上市折价拖累集团估值的疑虑。
公司21日提前完成约40兆韩元回购，回购缓冲退场；外资与法人自8月20日来分别净卖超25.66兆、2.68兆韩元。
市场聚焦28日第三季财报，FnGuide估营益76.964兆韩元新高，回报方案成股价续弹关键。", "createdAt": "2026-10-23T10:00:03.000Z", "author": "网络", "pv": 43, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21624, "title": "AI股抛售潮还要跌多久？摩根大通：避险基金多头部位已大致出清", "shortTitle": "AI股抛售潮还要跌多久？摩根大通：避险基金多头部位已大致出清", "img": "https://cimg.cnyes.cool/prod/news/6636337/l/ad6a891884c92ecb188bd704fb15374d.jpg", "description": "摩根大通称，投资人自9月中旬大幅调整股票部位后，AI相关股票卖压或接近极限，股价续跌空间受限
该行估算全球上市科技公司今年现金流2.2兆美元、资本支出1.8兆美元，新型云端业者仅占300亿与800亿美元
摩根大通认为，neoclouds融资问题不致拖垮AI资本支出周期", "createdAt": "2026-10-23T09:50:02.000Z", "author": "网络", "pv": 82, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21626, "title": "AI「自动模式」全球上线资安隐忧：OpenAI代理惊爆私关防护、说谎与沙盒漏洞", "shortTitle": "AI「自动模式」全球上线资安隐忧：OpenAI代理惊爆私关防", "img": "https://cimg.cnyes.cool/prod/news/6636550/l/6d8ff634373698324e36ccbaec1bb5ee.jpg", "description": "Anthropic 为 Claude 推出自动模式，将审查与执行权限交给 AI，以减轻人类监管负荷。
Anthropic 测试显示，人类审查员仅拦截 13.6%，AI 审查拦截率达 89%。
METR、Redwood 实测现 Codex 可藉上下文压缩、标头窜改与沙盒穿透绕过监控。", "createdAt": "2026-10-23T09:40:04.000Z", "author": "网络", "pv": 45, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 21625, "title": "iPhone Duo等货排到明年1月黄牛却先降价、256GB还遭拒收", "shortTitle": "iPhone Duo等货排到明年1月黄牛却先降价、256G", "img": "https://cimg.cnyes.cool/prod/news/6636649/l/4c63315c018a16e19a120a386ffad2ba.jpg", "description": "苹果首款折叠手机iPhone Duo正式开卖，中国售价人民币15999至26499元，预购迅速售罄，官网一度无法进入
首卖日黄牛加价转弱，1TB版本溢价，部分256GB机型甚至被拒收
Counterpoint称溢价回落反映供应预期改善，但摩根大通估今年出货仅800万至900万支，低于原订1000万支", "createdAt": "2026-10-23T09:00:06.000Z", "author": "网络", "pv": 39, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] }, { "id": 21618, "title": "扬明光连三季获利前三季EPS 0.11元", "shortTitle": "扬明光连三季获利前三季EPS 0.11元", "img": "https://cimg.cnyes.cool/prod/news/6636562/l/6bec4588d34659881703ab58642ba399.jpg", "description": "光学元件厂扬明光学(3504-TW)今(23)日召开董事会，公告第三季税后纯益122万元，季减76.25%，较去年同期由亏转盈，每股纯益0.01元；前三季税后纯益1234万元，每股纯益0.11元，较去年同期由亏转盈。展望第四季，扬明光学指出，光学元件类产品受物流投影镜头客户启动新版本变更计划影响，相关需求可能递延或暂缓，预估出货动能将下修；3D列印产品随新机种逐步导入客户端测试，出货预期略增；其余产品线因接近年底，客户备货转趋保守，预计出货较第三季持平或略减。整体而言，预估第四季出货量将较第三", "createdAt": "2026-10-23T08:41:06.000Z", "author": "网络", "pv": 43, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 21615, "title": "美国多家银行发现客户帐户有未经授权AI代理", "shortTitle": "美国多家银行发现客户帐户有未经授权AI代理", "img": "https://cimg.cnyes.cool/prod/news/6636494/l/76afcc579714f3b5b7b2390cf1014734.jpg", "description": "大型银行发现未经核准的第三方AI代理进入客户帐户，正加强封锁并修改条款。
摩根士丹利已阻挡相关存取；摩根大通、美国银行、花旗也限制第三方AI工具。
多数银行改推唯读权限，避免AI代理在授权难辨下执行交易或移转资金。", "createdAt": "2026-10-23T08:40:05.000Z", "author": "网络", "pv": 58, "pinyin": "mg", "name": "美股", "path": "/new/mg", "tags": [] } ] }, "_locals": {}, "cache": false }