天天财经-提供金融入门知识-投资理财技巧-台股

连5年获奖！第一金狂揽14座玉山奖「智慧申购系统」夺全国首奖最高殊荣
2026-09-23 网络阅读（54）
第23届国家品牌玉山奖昨（22）日举行颁奖典礼，第一金 (2892-TW) 展现永续发展、产品创新与数位金融绩效，一举荣获「杰出企业类」2项、「最佳产品类」6项及「最佳人气品牌类」5项大奖，旗下「智慧申购系统」更荣获全国首奖最高殊荣，合计斩获14项大奖，缔造连续5年获得国家级肯定的佳绩。第一金旗下第一银行获利持续创新高，积极扩大全球布局并加速数位转型，同时强化风险控管与资产品质，落实ESG发展，连续2年荣获「杰出企业类」奖项。在产品创新方面，第一银行推出「知识管理AI智能询答平台」，导入大语言
〈焦点股〉今国光红外线镜头推升营运走高跳空上涨爆大量强攻
2026-09-23 网络阅读（59）
光学元件厂今国光(6209-TW) 8月营收5.56亿元，创近13年来单月新高；累计2026年1-8月营收34.95亿元，年增69.57%，。同时，今国光红外线热感应镜头需求持续成长，带动营收维持强势，2026年8月佛山华国厂热成像产品营收也创单月历史新高，9月还在续创新高。今国光第三季客户拉货动能延续上半年强劲表现，应用涵盖无人机、瞄具、车载及测温等领域；车载镜头方面，主要客户为Magna。法人估，今国光9月营收上看6亿元之上，今国光今(23)日股价跳空开高上涨，并爆发量能走高，最高价达8
创见推2款嵌入式镜头携手研华抢AI辨识商机
2026-09-23 网络阅读（62）
创见推出ECM101U2C、ECM301G2F嵌入式镜头模组，锁定智慧零售、自助服务、机器视觉与Edge AI应用携手研华将ECM301G2F整合至NVIDIA Jetson Orin平台
禾伸堂(3026)狂赚翻倍！利基型MLCC是「下一个记忆体」，还是日韩进逼前的最后荣景？
2026-09-23 网络阅读（52）
禾伸堂(3026-TW)凭借在AI伺服器电源高阶高压NP0 MLCC(积层陶瓷电容)的独占地位，今年营运迎来质变。前七月EPS已正式超越2025年全年表现，市场近期开始将利基型MLCC比喻为「下一个记忆体」。究竟，在获利翻倍暴冲的时刻：利基型MLCC有可能成为下一个暴涨的记忆体，还是会被日韩被动元件厂追上分食市占? 禾伸堂AI渗透率三级跳，2027年喊拚七成推动禾伸堂本益比重新评估的核心引擎，来自被动元件中AI相关应用的惊人渗透斜率。在AI伺服器电源系统中，由于电压与电力负载大幅升级，对大尺寸
高通推两款2奈米旗舰晶片导入各大手机厂
2026-09-23 网络阅读（70）
高通发表Snapdragon 8 Elite Extreme Gen 6与Snapdragon 8 Elite Gen 6，皆采台积电2奈米制程。荣耀、OPPO、vivo、小米、摩托罗拉等已采用，将导入旗舰机种。新平台主打代理式AI、游戏、影像与连接能力，扩大顶级手机AI体验。
药华药深化澳洲市场启动PV、ET双药证申请
2026-09-23 网络阅读（48）
药华药(6446-TW)今(23)日宣布，澳洲子公司将于10月1日进驻墨尔本的澳洲眼科研究中心(CERA)，建立澳洲营运据点，并已启动旗下新药Ropeg用于真性红血球(PV)及原发性血小板(ET)双适应症的澳洲药证申请准备。药华药于2018年决议设立澳洲子公司，今年依规划启动当地据点与团队建置，逐步建立在地临床开发及法规能力。此外，进驻CERA后，可望加速接轨墨尔本生医研发生态系，拓展当地临床研究及产业网络。药华药采取全球直营策略，已陆续于美国、日本、韩国、中国、新加
旭源智慧型高速套标整合系统荣耀获国家品牌玉山奖「最佳产品奖」
2026-09-23 网络阅读（64）
2026第23届国家品牌玉山奖颁奖，旭源包装科技(8421-TW)以「XYL-600 智慧型高速套标整合系统」，荣获第23届国家品牌玉山奖「最佳产品奖」，旭源指出，在国家品牌玉山奖的获奖，不仅是对产品创新技术的高度认同，更是对旭源长期投入智慧制造、节能技术与包装自动化研发成果的鼓励。旭源包装科技指出，旭源产品XYL-600结合高速套标、智慧控制及双卷自动接料技术，透过自动化与数位化整合，提升产线效率与稳定性，同时兼顾节能与降低生产损耗，展现旭源从设备制造迈向智慧包装整合解决方案的研发实力。
【优分析即时新闻】伸兴(1558)8月营收年增18.63%，缝纫机本业回温、宇隆机器人供应链进入收成期
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2026年09月23日（优分析／产业数据中心报导）⸺ 伸兴缝纫机本业2026年走出库存调整低谷，欧洲与中国市场拉货转强。 7月营收9.37亿元，月增20.48%、年增25.12%；8月营收8.9亿元，年增18.63%，前八月累计营收60.45亿元、年增5.62%。上半年毛利率22.44%、营益率5.74%，欧洲仍为最大市场，占营收比重4成以上，中国张家港厂因电商促销与DIY手作风潮持续满单，第三季进入旺季，越南、张家港两地产能满载，大陆厂加班赶工。 (图片来源：优分析产业资料库) 法人上修全年
环球晶GDS完成订价募资14.32亿美元购料及扩充产能
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环球晶22日完成海外存托凭证GDS订价，募资14.32亿美元、约新台币454亿元，将用于原币购料及转投资海外子公司扩产。本次发行5,000万单位，每单位28.64美元，较昨日收盘价折价6.46%，预计于卢森堡证交所挂牌；获国际机构投资人约4倍超额认购。
和泰车拓旅游生活生态圈投资Fun Now将拓海外版图
2026-09-23 网络阅读（54）
车市龙头和泰车(2207-TW)为深化MaaS移动服务生态圈，宣布将投资生活娱乐预订平台Fun NowLtd.，预计出资1000万美元(约新台币3.18亿元)取得其10%股权，并将旗下「去趣chicTrip」旅游平台与Fun Now展开深度战略合作，也成为集团未来拓展海外市场的关键立基点，开创新成长动能。和泰车「去趣chicTrip」旅游平台于2023年9月正式上线至今，以直觉便捷的景点探索、智慧行程规划、多人共同编辑和丰富的日本优惠券等功能深受用户喜爱，会员数已突破290万人，成全台成长最迅

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荣耀、OPPO、vivo、小米、摩托罗拉等已采用，将导入旗舰机种。
新平台主打代理式AI、游戏、影像与连接能力，扩大顶级手机AI体验。", "createdAt": "2026-09-23T02:51:31.000Z", "author": "网络", "pv": 70, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17090, "title": "药华药深化澳洲市场启动PV、ET双药证申请", "shortTitle": "药华药深化澳洲市场启动PV、ET双药证申请", "img": "https://cimg.cnyes.cool/prod/news/6613810/l/67f8400c03b6df000d48e40effac1a8b.jpg", "description": "药华药(6446-TW)今(23)日宣布，澳洲子公司将于10月1日进驻墨尔本的澳洲眼科研究中心(CERA)，建立澳洲营运据点，并已启动旗下新药Ropeg用于真性红血球(PV)及原发性血小板(ET)双适应症的澳洲药证申请准备。  药华药于2018年决议设立澳洲子公司，今年依规划启动当地据点与团队建置，逐步建立在地临床开发及法规能力。此外，进驻CERA后，可望加速接轨墨尔本生医研发生态系，拓展当地临床研究及产业网络。  药华药采取全球直营策略，已陆续于美国、日本、韩国、中国、新加", "createdAt": "2026-09-23T02:38:37.000Z", "author": "网络", "pv": 48, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17091, "title": "旭源智慧型高速套标整合系统荣耀获国家品牌玉山奖「最佳产品奖」", "shortTitle": "旭源智慧型高速套标整合系统荣耀获国家品牌玉山奖「最佳产品奖", "img": "https://cimg.cnyes.cool/prod/news/6610899/l/95f5a8c86d27167e72ede5ee9b8416d8.jpg", "description": "2026第23届国家品牌玉山奖颁奖，旭源包装科技(8421-TW)以「XYL-600 智慧型高速套标整合系统」，荣获第23届国家品牌玉山奖「最佳产品奖」，旭源指出，在国家品牌玉山奖的获奖，不仅是对产品创新技术的高度认同，更是对旭源长期投入智慧制造、节能技术与包装自动化研发成果的鼓励。旭源包装科技指出，旭源产品XYL-600结合高速套标、智慧控制及双卷自动接料技术，透过自动化与数位化整合，提升产线效率与稳定性，同时兼顾节能与降低生产损耗，展现旭源从设备制造迈向智慧包装整合解决方案的研发实力。 ", "createdAt": "2026-09-23T02:31:28.000Z", "author": "网络", "pv": 64, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17092, "title": "【优分析即时新闻】伸兴(1558)8月营收年增18.63%，缝纫机本业回温、宇隆机器人供应链进入收成期", "shortTitle": "【优分析即时新闻】伸兴(1558)8月营收年增18.63%，", "img": "", "description": "2026年09月23日（优分析／产业数据中心报导）⸺ 伸兴缝纫机本业2026年走出库存调整低谷，欧洲与中国市场拉货转强。 7月营收9.37亿元，月增20.48%、年增25.12%；8月营收8.9亿元，年增18.63%，前八月累计营收60.45亿元、年增5.62%。上半年毛利率22.44%、营益率5.74%，欧洲仍为最大市场，占营收比重4成以上，中国张家港厂因电商促销与DIY手作风潮持续满单，第三季进入旺季，越南、张家港两地产能满载，大陆厂加班赶工。 (图片来源：优分析产业资料库) 法人上修全年", "createdAt": "2026-09-23T02:30:06.000Z", "author": "网络", "pv": 54, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17093, "title": "环球晶GDS完成订价募资14.32亿美元购料及扩充产能", "shortTitle": "环球晶GDS完成订价募资14.32亿美元购料及扩充产能", "img": "https://cimg.cnyes.cool/prod/news/6578256/l/394930e91b119f7faea650718c18805a.jpg", "description": "环球晶22日完成海外存托凭证GDS订价，募资14.32亿美元、约新台币454亿元，将用于原币购料及转投资海外子公司扩产。
本次发行5,000万单位，每单位28.64美元，较昨日收盘价折价6.46%，预计于卢森堡证交所挂牌；获国际机构投资人约4倍超额认购。", "createdAt": "2026-09-23T02:28:10.000Z", "author": "网络", "pv": 52, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 17094, "title": "和泰车拓旅游生活生态圈投资Fun Now将拓海外版图", "shortTitle": "和泰车拓旅游生活生态圈投资Fun Now将拓海外版图", "img": "https://cimg.cnyes.cool/prod/news/6613787/l/535a7b62c14506df63b6543f2291ecd3.jpg", "description": "车市龙头和泰车(2207-TW)为深化MaaS移动服务生态圈，宣布将投资生活娱乐预订平台Fun NowLtd.，预计出资1000万美元(约新台币3.18亿元)取得其10%股权，并将旗下「去趣chicTrip」旅游平台与Fun Now展开深度战略合作，也成为集团未来拓展海外市场的关键立基点，开创新成长动能。和泰车「去趣chicTrip」旅游平台于2023年9月正式上线至今，以直觉便捷的景点探索、智慧行程规划、多人共同编辑和丰富的日本优惠券等功能深受用户喜爱，会员数已突破290万人，成全台成长最迅", "createdAt": "2026-09-23T02:25:06.000Z", "author": "网络", "pv": 54, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] } ] }, "_locals": {}, "cache": false }