天天财经-提供金融入门知识-投资理财技巧-台股

统新Q2受惠AI资料中心成长带动获利 EPS 2.22元较去年同期转盈
2026-08-11 网络阅读（58）
统新 (6426-TW) 今 (11) 日自结今 (2026) 年第 2 季、上半年财报，受惠 AI 资料中心相关需求持续成长，带动营收规模扩大，挹注统新第 2 季税后纯益为 8,559 万元、EPS 为 2.22 元，上半年税后纯益 1.14 亿元。
「AI 医疗新局台湾链结全球」论坛登场贸协：AI医疗在台发展有三大优势
2026-08-11 网络阅读（55）
贸协举办「AI 医疗新局台湾链结全球」论坛，除了邀请哈佛医学院 MESH 创新孵化器创办人演讲分享，下午采购洽谈会也吸引 11 国 34 家代表参与。贸协表示，AI 时代已渗透进全球各产业，AI 智慧医疗上，台湾有极高的发展条件。
确定了！台积电携手Sony砸46.9亿美元！日本熊本攻次世代影像感测器、2029年量产
2026-08-11 网络阅读（55）
2026年08月11日（优分析／产业数据中心报导）⸺ 台积电(2330-TW)与Sony Group(6758-JP)宣布，将在日本熊本成立合资公司，共同开发及生产次世代影像感测器，总投资规模达46.9亿美元，预计2029年开始量产，双方在日本半导体产业的合作也将从晶圆代工进一步扩大至共同投资产能。新公司名为Advanced Vision Semiconductor Manufacturing Corp，由Sony担任控股股东。Sony将投资4650亿日圆，约29.2亿美元，台积电则投资282
纳斯达克23小时交易来了经济学家剖析AI引爆的全球经济连锁效应
2026-08-11 网络阅读（56）
《巨亨网》今 (11) 日举办「布局核心投资机会掌握美股科技成长浪潮」论坛，邀请纳斯达克首席经济学家 Phil Mackintosh 与「JC 财经观点」创办人财女 Jenny 剖析全球经济与美股投资趋势。
国光生子公司夲牧首张动物疫苗药证到手瞄准亚洲猪疫苗商机
2026-08-11 网络阅读（55）
国光生技子公司夲牧生技取得首张动物疫苗药证，与农科院合作开发的猪环状病毒 (PCV) 基因重组与猪霉浆菌 (SEP) 双价疫苗，7 月底获农业部核发药证。由于小猪必打这两种传染病疫苗，夲牧瞄准台湾及东南亚庞大的猪疫苗商机。
PCB厂上半年获利靓金像电EPS16.14元领先健鼎的13.02元
2026-08-11 网络阅读（59）
PCB 厂金像电 (2368-TW) 今 (11) 日公布最新获利资讯，金像电在第二季税后纯益 47.83 亿元，赚回近一个股本，每股纯益达 9.27 元，2026 年上半年税后纯益 82.67 亿元，EPS16.14 元。
〈中磊法说〉董座王炜：下半年绝对比上半年好供应链持续紧张至2027年
2026-08-11 网络阅读（58）
网通厂中磊 (5388-TW) 今 (11) 日召开第二季法说会，董事长王炜明确给出营运定心丸，强调下半年表现「绝对比上半年好」。然而面对产业环境，王炜也警示，受到大型云端服务商强烈排挤效应影响，零组件供应链，尤其是记忆体的紧
〈中磊法说〉董座直言Q2营收成长是反映记忆体涨价的「虚胖」毛利率承压
2026-08-11 网络阅读（60）
网通厂中磊 (5308-TW) 今 (11) 日举办法说会并同步公告第二季财报，中磊第二季赚 4.7 亿元，季年双增，每股纯益 1.58 元；受惠于全球 AI 产业带动网路基础设施升级，第二季营收年增近七成，中磊董事长王
英业达Q2每股大赚1.09元创高看好伺服器营收年增3成惟需观察缺料状况
2026-08-11 网络阅读（66）
英业达今 (11) 日公告最新财报，受惠 AI 伺服器带动，第二季税后纯益达 38.95 亿元，每股纯益 1.09 元。英业达管理层持续看好全年伺服器展望，预期相关营收将成长 30%，不过还需观察后续关键零组件缺料的状况。
电支转盈！LINE Pay上半年赚近3亿元年增28% EPS达4.35元
2026-08-11 网络阅读（60）
LINE Pay(7722-TW) 今 (11) 日召开董事会，通过 2026 年第二季合并财务报告。上半年累计营收达新台币 42.27 亿元，较去年同期成长 15%；税后纯益为 2.96 亿元，年增 28%；每股纯益 4.35

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