天天财经-提供金融入门知识-投资理财技巧-台股

〈热门股〉磷化铟需求持续看旺联亚周涨41.41％站上所有均线
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联亚 (3081-TW) 受惠于光通讯 AI 及数据资料中心需求加温，加上磷化铟 (InP) 基板缺货题材挹注、7 月营收亮眼，连喷 4 根涨停板，周涨 41.41％，不仅周 K 收红，量增价扬，不仅站上所有均线，股价也收复 2,000 元大关。
飞捷Q3接单能见度明朗拉货力道显著优于去年同期
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飞捷 Q3 接单能见度明朗拉货力道显著优于去年同期
印能科技卡位双阵营今年营收估倍增、产能再增3成
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印能科技 (7734-TW) 持续扩大客户版图，近期除受惠台积电 (2330-TW)(TSM-US) CoWoS 及 SoIC 等需求放量，也传出深耕多年的英特尔 (INTC-US) EMIB 平台开始出货，随着两大晶圆
记忆体大涨推升显示卡迎第三波涨价潮板卡厂平均出货单价激增进补
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由于记忆体价格持续走扬，显示卡市场迎来今年第三波涨价潮，辉达等晶片大厂陆续调涨显示卡晶片套装售价约二至三成，带动全球零售通路与批发市场价格急剧攀升，可望进一步推升华硕 (2357-TW)、微星 (2377-TW)、技嘉 (23
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继巨大 (9921-TW) 之后，自行车厂明系 (6804-TW) 也决议在每股 23 元以下，自 10 日起执行买 1000 张库藏股护盘，用途在于转让给员工，巨大与明系的买回库藏股，都是挂牌以来的首度执行。
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全球人口老化与缺工危机加速自动化转型，随多模态 AI 与大模型突破，人形机器人由单一设备跃升为通用智慧系统，随着四大美系巨头试产、BoM 成本急降 85%，产业正式迎来量产元年，开启跨足全球劳动力市场的长线成长大周期。〈大脑与小脑协同进化，美系四大巨头领跑试产〉人形机器人的技术突破仰赖「大脑」任务推理与「小脑」运动控制的双重升级，在 Tesla、Figure AI、Boston Dynamics 与 Apptronik 等美系巨头领跑下，人形机器人已于汽车制造与物流场景展开验证，2025 至
永和豆浆创始人林炳生去世享寿70岁！
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永和资本集团董事局 8 日（周六）发布讣告，宣布董事局主席、永和豆浆创始人林炳生，因病医治无效，不幸于 7 日中午 12 时 45 分在台北安详逝世，享寿 70 岁。
志圣H1获利创新高EPS达 7.16元 7月营收以11.68亿元再登顶
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PCB 及半导体厂志圣工业 (2467-TW) 今 (8) 日公布 2026 年最新营收资讯，2026 年 7 月营收以 11.68 亿再登顶，也是继 5 月营收以 10.22 亿元突破单月营收 10 亿元大关后的另一重大突破。
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宏致 Q2 纯益成长近 1 倍上半年 EPS1.89 元 7 月营收再创新高
药华药更新AOP仲裁案第二阶段结果研议声请撤销仲销判断
2026-08-08 网络阅读（56）
药华药 (6446-TW) 今 (8) 日针对与 AOP 的仲裁案召开重讯记者会，指出于昨 (7) 日接获国际商会 (ICC) 的第二阶段仲裁判断，经过公司评估，此次仲裁判断对财务及业务并无重大影响。

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