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"description": "2026年09月04日(优分析/产业数据中心报导)⸺ 台股今(4)日盘中涨逾700点,但走势并非一路向上,早盘开高后一度明显压回,午后买盘再度进场,带动指数重新逼近盘中高点。盘面焦点也从昨日遭调节的电子股转向被动元件、散热及PCB设备等AI供应链,呈现多个次族群同步反攻。 截至13时18分,加权指数报46,571.79点,上涨714.13点、涨幅1.56%,成交金额达7,434.23亿元。盘中指数早盘一度站上46,600点,随后回到46,000点附近,午后再度向上,显示低档承接买盘回流。 电子零",
"createdAt": "2026-09-04T05:30:11.000Z",
"author": "网络",
"pv": 72,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 14084,
"title": "记忆体成本暴增400% 苹果新机传全面涨价 顶规iPhone Ultra上看3000美元",
"shortTitle": "记忆体成本暴增400% 苹果新机传全面涨价 顶规iPhone",
"img": "https://cimg.cnyes.cool/prod/news/6596947/l/5b7d1264ab416dc6787f707a3c34153a.jpg",
"description": "受到记忆体短缺及零组件成本攀升影响,苹果首款折叠机 iPhone Ultra 传出将成为历来最昂贵的 iPhone,入门价可能落在 2,099 至 2,299 美元,顶规版本甚至可能突破 3,000 美元。",
"createdAt": "2026-09-04T05:10:03.000Z",
"author": "网络",
"pv": 74,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 14087,
"title": "台泥旗下达和航通过ISO 50001验证 船队能源管理接轨国际标准",
"shortTitle": "台泥旗下达和航通过ISO 50001验证 船队能源管理接轨国",
"img": "https://cimg.cnyes.cool/prod/news/6597302/l/e6ec11593003215bf7db6495dfed34dd.jpg",
"description": "台泥旗下达和航通过ISO 50001验证 船队能源管理接轨国际标准",
"createdAt": "2026-09-04T04:41:55.000Z",
"author": "网络",
"pv": 77,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 14085,
"title": "AI记忆体战争升级!美光砸重金扩产HBM4 12层 拚年底月产能达10万片",
"shortTitle": "AI记忆体战争升级!美光砸重金扩产HBM4 12层 拚年底月",
"img": "https://cimg.cnyes.cool/prod/news/6597269/l/75b0ee774564b444781f2c6837e47eb3.jpg",
"description": "外媒最新报导指出,美光科技正打算在今年底前进行大规模设备投资,全力提升最新一代HBM4 12层产品的供应能力,此举意在弥补与三星电子、SK海力士在HBM产能的差距,进而抢夺更多市占率。 南韩媒体《ETNews》报导,美光此次扩产力道空前,打算在今年底每月新增最多6万片的HBM产能(以晶圆计)。美光去年HBM月产量约4万至5万片,若今年底顺利达到10万片规模,其产能将是去年的两倍有余。 美光积极扩产,主要得益于HBM4爬坡速度远超预期。美国科技媒体《Wccftech》此前曾报导指出,HBM4的放量",
"createdAt": "2026-09-04T04:40:19.000Z",
"author": "网络",
"pv": 84,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
},
{
"id": 14088,
"title": "〈焦点股〉双鸿7月赚逾半个股本 无惧关禁闭强攻涨停再创新高",
"shortTitle": "〈焦点股〉双鸿7月赚逾半个股本 无惧关禁闭强攻涨停再创新高",
"img": "https://cimg.cnyes.cool/prod/news/6587962/l/35ad312324dcf475b902e32778f97c76.jpg",
"description": "双鸿下半年在GPU及ASIC需求维持强劲下,第四季将迎来今年营运高峰,激励双鸿近日股价强涨,并公告自结获利,7月EPS 6.47元,赚逾半个股本,无惧遭列处置股,今天强攻涨停锁住1485元,再创历史新天价。",
"createdAt": "2026-09-04T04:37:50.000Z",
"author": "网络",
"pv": 72,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
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"cache": false
}