天天财经-提供金融入门知识-投资理财技巧-台股

中鸿9月内销开平盘钢价底部支撑力道增强
2026-08-14 网络阅读（48）
中鸿 (2014 - TW) 今 (14) 日开出 9 月内销盘价，考量后续季节性影响逐渐消退、用钢需求有望回温，为提振市场信心并兼顾客户接单竞争力，决议以平盘稳健开出，10 月外销盘依产品及地区别调整，
烨联唐荣联手反击！财政部立案对越南进口特定冷轧不锈钢展开反倾销调查
2026-08-14 网络阅读（48）
为维护国内产业公平合理贸易环境，财政部今 (14) 日公告，针对自越南产制进口的特定冷轧不锈钢扁轧钢品正式展开反倾销调查。本次调查源于烨联与唐荣提出申请，财政部认定进口涉案货物已达倾销与损害国内产业的合理怀疑
【盘后赢指标】失守 4 万 6 大关，周线连 2 红！
2026-08-14 网络阅读（52）
赢指标仍是「突破 11 日」，短线关键看 45,185 点一、台股大盘：跌破 4 万 6，但还没跌破系统关键今天加权指数开在 46,103.81 点，盘中最高来到 46,402.60 点，但尾盘压回，最低来到 45,798.31 点，最后收在 45,811.01 点。从均线来看，指数仍站在 5 日线 45,480.01 点、20 日线 43,786.26 点、60 日线 44,668.55 点之上，代表多方防线还没有被破坏。赢指标目前显示：赢指标：突破 11 日强弱关键：45,185
晶技出货佳自结1-7月税前赚15.12亿元每股税前赚进4.45元
2026-08-14 网络阅读（52）
晶技 (3042 - TW) 在 7 月期间 5G 及车用应用产品出货佳，自结 1-7 月税前赚 15.12 亿元，年增 28.1%，每股税前赚进 4.45 元。
集邦：全球OLED萤幕Q2出货季增26.1% 华硕市占23%甩开三星微星紧追在后
2026-08-14 网络阅读（58）
研调机构 TrendForce 指出，2026 年第二季全球 OLED 萤幕市场展现强劲的成长韧性。在各大品牌厂陆续推出新机种、带动整体出货量的同时，适逢中国「618」年度大型电商节庆促销档期的拉货效益加持，
〈台股盘后〉开高走低跌210点失守4万6大关周线大涨1585点连2红
2026-08-14 网络阅读（53）
台股受权值股、被动元件走弱影响由红翻黑，盘面上军工类股、PCB 及 NB 族群表现较佳，最后一盘在权值股卖压下，下跌 210.47 点，收 45,811.01 点失守 4 万 6 大关，成交量较前日略增收 1.06 兆元
巨亨速报 - Factset 最新调查：智伸科(4551-TW)EPS预估上修至10.67元，预估目标价为232.5元
2026-08-14 网络阅读（52）
FactSet 最新调查：智伸科(4551-TW)EPS预估上修，预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。
巨亨速报 - Factset 最新调查：统一超(2912-TW)EPS预估下修至11.56元，预估目标价为277.5元
2026-08-14 网络阅读（54）
FactSet 最新调查：统一超(2912-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。
光聚晶电Q2转盈EPS0.58元全年获利估进一步改善
2026-08-14 网络阅读（53）
光聚晶电 Q2 转盈 EPS0.58 元全年获利进一步改善
NAND愈缺、群联反而不能只靠涨价：当低成本库存优势消失，AI产品能不能接棒？
2026-08-14 网络阅读（56）
2026年08月14日（优分析／产业数据中心报导）⸺ 群联(8299-TW)第2季营收678.88亿元，季增率65.7%，其中AI Ecosystem Solutions营收占比已达38%，涵盖Enterprise SSD、aiDAPTIV、AI PC、AI伺服器、网路及Boot Drive等产品。展望NAND市场，群联认为目前供给仍然吃紧，并预期2027年供需状况可能较2026年更加紧张。不过，随NAND价格及原厂获利率逐步提高，后续价格涨幅可能收敛，市场关注焦点也可能从价格上涨幅度，转向有

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