天天财经-提供金融入门知识-投资理财技巧-热点新闻

〈港股盘后〉科网股及消费电子回调恒指跌0.38% 石油股齐升
2026-09-08 网络阅读（94）
港股主要指数周二(8日)集体收跌。恒生指数跌0.38%，报25317.18点；恒生科技指数跌1.61%，报4454.85点；国企指数跌0.38%，报8397.32点。
英特尔CPU传10月再涨10%！陈立武检视低毛利产品、拚毛利率告别价格战
2026-09-08 网络阅读（72）
英特尔PC CPU预计10月5日再涨约10%，将是2025年底以来第3度调价；执行长陈立武同步检视低毛利Small Core产品，部分恐面临停产退市。
蔚华科：做玻璃的全都来找明年是量产前哨关键年
2026-09-08 网络阅读（77）
AI先进封装朝TGV玻璃基板快速演进，检测成为量产前的一大瓶颈，蔚华科(3055-TW)董事长秦家骐今(8)日表示，公司将非线性光学的断层扫描技术首度导入半导体，可直接看见过去无法检测的玻璃内部裂纹、孔壁粗糙度甚至光波导
【神脑法说会AI摘要】2026/9/8
2026-09-08 网络阅读（73）
一、神脑(2450-TW)2026 年第二季及上半年财务与营运详情财务表现： • 营收与成长： 2026 年第二季合并营收达新台币 85.22 亿元，年增16.8%。营收增长主因在于手机单价上涨效益显著，加上苹果销售通路拓展顺利，带动第一季与第二季营收均呈现双位数年增。 • 毛利率结构：毛利「金额」因整体营收规模扩大而持续成长，但毛利「率」较去年同期微幅下滑。主因低毛利率的苹果手机销售额扩大拉升，产品组合变动对整体毛利率造成一定程度稀释。 • 费用与获利：面
嘉晶(3016)4月法说喊成长20%真的达标！8月营收年增58%，下一步看矽光子扩产
2026-09-08 网络阅读（70）
2026年09月08日（优分析／产业数据中心报导）⸺ 功率半导体历经库存调整后，市场需求开始回温，嘉晶(3016-TW)这一轮营运复苏，不只是回到原有水准，产品结构与订单能见度也出现变化。嘉晶(3016-TW)先前于法说会预估，2026年第二季营收可望季增20%。依公司前6月累计营收23.68亿元，季增约23.8%，优于公司原先预期。进入第三季后，公司成长速度进一步加快，8月营收5.07亿元，年增57.78%，创下今年单月新高；累计前8月营收33.56亿元，年增34.73%，营运规模已明显放
国巨8月营收163.32亿元年增5成创单月新高 AI应用、亚洲需求强劲
2026-09-08 网络阅读（68）
国巨8月营收163.32亿元年增5成创单月高 AI应用、亚洲需求强劲
岱宇商用与家用带动全年营收双位数增无人载具明年可望批量生产
2026-09-08 网络阅读（74）
岱宇召开法说会，董事长林佑颖指出，今年下半年健身器材商用市场持续成长，加上家用市场回稳，预期今年营收可望成长双位数百分比。同时，岱宇也切入无人载具新业务，今年底至明年初进入样品出货，明年可望批量生产。
神脑迎苹果与安卓旗舰手机齐发下半年旺季营收逐季增温拚胜上半年
2026-09-08 网络阅读（71）
通路商神脑(2450-TW)今(8)日举办第三季法说会，神脑表示随着下半年苹果与安卓各大品牌旗舰新机接连登场，营运正式进入传统消费电子旺季，依照历年下半年营收均优于上半年的营运轨迹，预期下半年营收与获利表现皆有望超越上半
系微加入Arm实体AI生态系为首波合作伙伴
2026-09-08 网络阅读（80）
独立韧体供应商系微(6231-TW)今(8)日宣布，参与 Arm Total Design for Physical AI，为该生态系首波合作伙伴，可望为早期矽开发专案提供高效率的切入点、完整支援 Arm 虚拟平台与模拟
巨亨速报 - Factset 最新调查：臻鼎-KY(4958-TW)EPS预估下修至13.78元，预估目标价为682.5元
2026-09-08 网络阅读（70）
FactSet 最新调查：臻鼎-KY(4958-TW)EPS预估下修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。

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