天天财经-提供金融入门知识-投资理财技巧-台股

记忆体狂涨也挡不住！AI迈入代理型时代，RTX Spark带动PC产值逆势爆发
2026-08-02 网络阅读（59）
全球 AI 正由生成式加速迈入自主决策的代理型 AI 时代，为摆脱昂贵云端费用，算力地端化已成大趋势，尽管上游记忆体飙涨压抑短期出货，但在突破性晶片 RTX Spark 领军下，地端 AI 代理顺畅运作，将强劲带动 PC 产值逆势爆发！〈地端 AI 代理革新，RTXSpark 开启升级浪潮〉辉达与联发科合作开发的全新晶片架构 RTX Spark (N1X)，搭载 Blackwell GPU、20 核 Grac eCPU 与 128GB 统一记忆体，采台积电 3 奈米制程，该晶片能让 Wind
迅得Q3营收仍走强全年再成长创新高估获利成长幅度攀高
2026-08-02 网络阅读（57）
属台积电 (2330-TW) 供应链的设备迅得 (6438-TW) 2026 年第二季营收 18.24 亿元创新高，季增 4.52%，年增 11.78%；同时，在中国大陆子公司转盈的驱动之下，单季获利也将超越首季。
迎战AI用电狂潮！专家分析表后储能如何助台湾企业「削峰填谷」
2026-08-02 网络阅读（59）
AI 发展带动全球产经趋势剧烈变化，同时也带来能源供应的挑战，台湾身处全球科技产业链核心，能源管理也成为企业必考题。安永财务管理咨询服务股份有限公司执行副总经理冯炽炜指出，能源是 AI 产业链的最底层基础，包括用电型态转变、再
永续报告「交件」倒数！柜买中心：揭露绿色收入可帮评鉴「加分」
2026-08-02 网络阅读（62）
随着永续资讯揭露成为资本市场关注焦点，柜买中心表示，全体上柜公司应于今（115）年 8 月底前完成 114 年度永续报告书编制及申报作业。为协助企业提升揭露品质与申报效率，柜买中心持续优化相关工具与辅导资源，近期更推出全新改版的
PC产业下半年迎转机涨价高峰落在第三季商用采购启动
2026-08-02 网络阅读（59）
全球个人电脑产业迎来下半年传统旺季，虽然今年受到记忆体与固态硬碟等关键零组件价格飙涨影响，压抑部分消费端购买力道，但随着第三季零组件涨价幅度趋于平缓，加上政府机关与企业预算将于第四季集中释出，商用采购需求回温与高阶地端人
云端AI算力不够用了？地端AI爆发狂吸订单，工业电脑迎来10年最大转型潮！
2026-08-01 网络阅读（62）
AI 发展正从「云端训练」转向「地端推论」！为了摆脱延迟与资安风险，企业大举抢购边缘算力，工业电脑化身实体 AI 与机器人的「控制大脑」，接单能见度直达 18 个月，正式摆脱传统循环，迎来十年一遇的转型暴冲潮！〈边缘 AI 推论需求爆发，产值 CAGR 上看 33.5%〉 AI 发展在经过两年的密集训练后，2025 至 2026 年正式进入「推论应用」大规模落地期，研调机构预估，全球边缘 AI 产值在 2025 至 2032 年的年复合成长率高达 33.5%，工业电脑作为地端运算的核心，其边缘
台股史上最狂反弹！一表看18档主被动ETF齐亮红灯 0050、00981A入列
2026-08-01 网络阅读（64）
台股在经历近一周的连续拉回与洗盘震撼后，于 7 月最后一个交易日展现惊人反弹力道！在权王台积电 (2330-TW) 飙出历史第 3 次涨停的强劲引领下，大盘同步走高，创下台股史上最大单日涨点纪录
聚阳Q2纯益年增3成上半年EPS7.65元拟配息6元
2026-08-01 网络阅读（57）
聚阳 Q2 纯益年增 3 成上半年 EPS7.65 拟配息 6 元
〈热门股〉记忆体模组成资金避风港创见周涨11%
2026-08-01 网络阅读（73）
台股本周如坐大怒神，周四在掼破 4 万点后，周五又大涨近 3,200 点，创下史上最大涨幅，但单周仍下挫 535 点，而记忆体模组普遍因上半年获利亮眼，加上本益比偏低，成为大盘下跌时的避风港，其中，创见 (2451-TW) 单周逆势大涨
新竹工业三路厂房起火欣铨澄清：非公司厂房、目前无影响
2026-08-01 网络阅读（64）
新竹县湖口乡工业三路今 (1) 日上午 11 时许惊传爆炸起火，现场火舌与浓烟不断窜出，市场一度谣传为 IC 测试大厂欣铨 (3264-TW) 厂房。对此公司澄清表示，此为误传，公司厂房目前并无影响。据了解，起火的厂房为隔壁的互力精密化

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