天天财经-提供金融入门知识-投资理财技巧-台股

东擎发表首款O-PAS认证工业物联网控制器加速关键工业数位转型
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华擎 (3515-TW) 子公司东擎 (7710-TW) 今 (4) 日表示所开发工业物联网控制器 iEP-5010G-010 正式成为全球首款通过 The Open Group O-PAS 开放流程自动化认证的产品，率领产业迈向开放且具备
巨亨速报 - Factset 最新调查：台燿(6274-TW)EPS预估上修至36.05元，预估目标价为2032.5元
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FactSet 最新调查：台燿(6274-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。
〈房产〉非六都房贷压力也不小这两县市晚一年买房贷多扛逾百万元
2026-08-04 网络阅读（61）
全台六都房价高，而非六都的买房压力也不小。根据金融联征中心 2026 年首季新增房贷资料统计，非六都 15 个县市当中，包括新竹县、苗栗县、彰化县、嘉义县及嘉义市，五个县市平均房贷金额同步创下历史新高。
〈焦点股〉Lumentum示警磷化铟缺料危机联亚、全新逾5档亮灯涨停
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Lumentum 执行长 Michael Hurlston 在法国巴黎举行的 AI 峰会上示警，磷化铟 (InP) 是 AI 资料中心中雷射元件中不可或缺的化合物半导体，将面临比记忆体更严重的供应危机，三五族类股联亚等 5 档亮灯涨停版。
〈焦点股〉纬颖AI伺服器看旺获外资喊高目标价股价冲破6300元飙天价
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纬颖持续受惠通用型伺服器需求提升，加上 AI 伺服器带动、CSP 客户上修资本支出，美系外资预期，纬颖第三季营收可望季增 28%，并上调目标价至 1 万元，激励纬颖今 (4) 日股价冲破 6000 元，最高涨至 6385 元，再创历史新天价。
熊本7.1强震台积电捐2.5亿日元助重建 JASM厂已恢复正常运作
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日本熊本县日前发生规模 7.1 强震，造成众多伤亡、公共交通受阻等影响，台积电 (2330-TW)(TSM-US) 也宣布捐赠 2 亿 5 千万日元，折合新台币约 5,000 万元，支援受灾地区的复旧与复兴工作。同时，透过台积电慈善基金会，
鼎泰丰又一家门市熄灯中国仅剩14家门市
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知名餐饮品牌鼎泰丰又有一家中国门市停业，鼎泰丰 3 日（周一）发布公告，称因租赁合约到期，鼎泰丰上海港汇店当日起正式停止营业，建议顾客可选择徐家汇中心店用餐。
台美集保结算机构深化合作强化复委托交割安全与公司行动服务
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台美集保结算机构深化合作强化复委托交割安全与公司行动服务
长圣CDMO与新药开发双引擎发酵 7月营收9925万元创高
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长圣 (6712-TW) 公告 7 月营收 9925 万元，年月双成长，其中年增超过 2 成。长圣指出，受惠再生医疗与细胞治疗市场需求升温，带动 CDMO 业务稳定放量，「CDMO + 新药研发」双引擎策略持续发酵。
台新00962月配息金额大增1倍创新高年化配息率达13%
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台股 AI 投资狂潮与除权息旺季的双重利多正式引爆！根据投信投顾最新公告，同时结合 AI 成长动能及息收优势的台新 AI 优息动能 (00962-TW)ETF 8 月预计每单位配发 0.16 元

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