天天财经-提供金融入门知识-投资理财技巧-热点新闻

超标4倍！毒油案扩大到「第二层」石崇良撂重话：含毒油20%加工品7/6前全下架
2026-07-05 网络阅读（70）
根据昨 (3) 日食药署召开的专家会议结论，以及卫福部长石崇良今 (4) 日上午受访说明，针对中联油脂股份有限公司（中联公司）大豆沙拉油检出苯 (a) 骈芘（BaP）超标事件，官方已正式拍板扩大预防性下架措施，要求相关业者必须在
AI赢家换人当！瑞银：这些「基础建设类股」将超越「美股七巨头」
2026-07-05 网络阅读（71）
瑞银 Holt 最新报告指出，AI 价值创造正快速转向半导体与记忆体产业。三星、SK 海力士、美光经济利润预估至 2027 年暴增 600%，辉达续居龙头，科技七巨头的资本支出回报则面临考验。
台股2026企业盈余成长估达58% 法人：汰弱留强优选能见度佳成长股
2026-07-05 网络阅读（112）
尽管近期受国际局势与总经不确定性影响，全球市场波动加剧，但安联投信台股团队认为，在强劲的企业获利支撑下，台股中长期基本面依旧乐观，预估 2026 年台湾企业整体盈余成长率将达 58%
〈热门股〉外资连3买力捧转机题材台化周涨25.46%股价创近3年新高
2026-07-05 网络阅读（78）
台化近年转型有成，公司从传统塑化业打进半导体、AI 伺服器等电子材料领域受惠，上周受资金追捧挹注，在外资连 3 买超激励下，周涨 25.46%，周成交量连 2 周超过 20 万张，不仅站上所有均线，股价更攻上 68 元创近 3 年新高。
GPT-5.6下周登场？OpenAI代码曝光「三大模型」、价格或比Claude便宜一半
2026-07-05 网络阅读（72）
OpenAI 最新 GPT-5.6 疑似将于 7 月 7 日至 9 日发布，Codex 程式码提前曝光 Sol、Terra、Luna 三款子模型及全新「速度拨盘」功能，可自由调整速度与输出品质。实测显示 GPT-5.6 Terra 在效率、成本与游
黄金及高价股交易成本大降！期交所4新制明上路最小升降单位由5元变1元
2026-07-05 网络阅读（95）
期交所明 (6) 日正式启动四项重大制度革新，旨在应对高价股时代与市场波动风险，透过优化股票期货最小升降单位、扩大三阶段涨跌幅适用范围，以及推动黄金类商品与非金电指数期货的契约小型化，为交易人打造更灵活且精准的风险管理环
大立光6月营收37.12亿元创1年来新低月减19%年减10%估7月回升
2026-07-05 网络阅读（77）
大立光今 (5) 日，公布最新营收资讯，大立光 2026 年 6 月营收为 37.12 亿元，为 1 年来新低，月减 19.18%，年减 10.46%，主要因客户端在进行新旧机种交替期及拉货排程的安排，预估 7 月营收动能回升。
美光93亿美元广岛扩建工程动工预定2028夏季HBM出货
2026-07-05 网络阅读（76）
美光科技周六（4 日）正式启动位于日本西部广岛工厂的扩建工程，这项总投资 1.5 兆日元（93 亿美元）的项目，旨在生产高频宽记忆体（HBM）等先进记忆体晶片，以满足人工智慧（AI）浪潮带来的需求。
中国记忆体大突破？腾讯与长鑫存储签200亿人民币供货协议
2026-07-05 网络阅读（66）
中国 DRAM 大厂长鑫存储与腾讯签署逾 200 亿元人民币长期供货协议，涵盖未来 3 至 5 年伺服器 DRAM 需求。随着三星、SK 海力士与美光将产能转向 HBM，传统 DRAM 供给吃紧、价格飙涨，长鑫存储加速扩产并冲刺 IPO，有望挑战韩厂
面板三雄惊天转型！玻璃基板点燃先进封装战火
2026-07-05 网络阅读（81）
随着 AI 与高效能运算晶片尺寸持续放大，传统有机载板正面临翘曲、散热与讯号损耗等物理极限挑战。为突破瓶颈，具备大面积成本优势、优异电学性能与高机械强度的玻璃面板正成为先进封装的新宠儿，尽管业界预期 HPC 的大规模量产最快落在 2028 年，但玻璃基板的转型热潮，已成功点燃市场对面板族群的热烈关注。〈群创领跑先进封装，京东方紧追在后〉在台系面板厂中，群创 (3481-TW) 转型脚步最为积极，透过 FOPLP 扇出型面板级封装技术，群创已切入晶圆代工厂的玻璃核心载板专案，并进入概念验证阶段

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