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"title": "〈房产〉保险业承作房贷上半年暴增1倍至790亿元 越近年底资金越不宽松",
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"title": "联光通(4903)不靠传统光缆了!8月营收腰斩为何还喷?储能扛大梁、AI光纤拚翻身",
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"title": "台股冲三个月新高 外资加码203亿、三大法人联手买超470.37亿元",
"shortTitle": "台股冲三个月新高 外资加码203亿、三大法人联手买超470.",
"img": "https://cimg.cnyes.cool/prod/news/6611935/l/8a38486b2901b238582577482d2f708d.jpg",
"description": "台股今(21)日在联发科(2454-TW)、台达电(2308-TW)携手领军下,上涨538.09点或1.14%,收47718.84点,创近3个月新高,成交量则量缩至8202亿元;三大法人合计买超470.37亿元。 观察三大法人今天筹码动向,外资买超203.75亿,呈现连三买;自营商买超227.28亿元;投信买超39.32亿元,三大法人合计买超470.37亿元。",
"createdAt": "2026-09-21T06:59:30.000Z",
"author": "网络",
"pv": 55,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 16741,
"title": "〈台股盘后〉ASIC点火联发科飙新天价 涨538点收47718点创近3个月高",
"shortTitle": "〈台股盘后〉ASIC点火联发科飙新天价 涨538点收4771",
"img": "https://cimg.cnyes.cool/prod/news/6611898/l/244ee3f0f13c25f83b1a7259f811e8be.jpg",
"description": "台股今(21)日在联发科(2454-TW)、台达电(2308-TW)携手领军下,上涨538.09点或1.14%,收47718.84点,创近3个月新高,成交量则量缩至8202亿元;不过,柜买指数收黑,小跌0.11点或0.03%,收412.57点。 台积电今日上涨20元或0.8%,收2480元,AI ASIC概念股强涨,联发科站上5000元大关创新天价,收盘大涨6.37%来到5010元,创意同样涨6%、世芯-KY涨逾3%;台达电涨8%、日月光投控涨近4%,鸿海则走弱小跌收黑。 友达传出继台积电后,英",
"createdAt": "2026-09-21T06:12:41.000Z",
"author": "网络",
"pv": 59,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 16742,
"title": "群创(3481)车用占比冲近4成,FOPLP出货暴增!为何获利还得看面板脸色?",
"shortTitle": "群创(3481)车用占比冲近4成,FOPLP出货暴增!为何获",
"img": "",
"description": "群创车用占比冲39%,下一关不是营收而是毛利率 群创(3481-TW)透过CarUX整合车用面板业务,2025年底完成Pioneer并表后,车用业务规模明显放大,2026年第二季营收占比已达39%,超越电视成为最大应用。 车用产品生命周期较长、客户黏着度也较高,长期而言有助于降低消费性电子需求波动。但营收占比提高,并不等于获利同步改善。 并购首先带来的是营收规模,接下来还要看整并成本、产品组合与规模效益能否逐步反映在毛利率。尤其车用面板从接单、认证到量产都有较长周期,2027年真正值得观察的,是",
"createdAt": "2026-09-21T06:01:09.000Z",
"author": "网络",
"pv": 56,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
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}