天天财经-提供金融入门知识-投资理财技巧-台股

巨亨速报 - Factset 最新调查：颖崴(6515-TW)EPS预估下修至97.85元，预估目标价为12600元
2026-07-26 网络阅读（61）
FactSet 最新调查：颖崴(6515-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。
GB300升级VR200！AI伺服器液冷全面标配化散热产业规格升级全解析
2026-07-25 网络阅读（74）
随着 Nvidia GB300 平台放量与下一代 Vera Rubin(VR200) 架构逐步进入验证量产，加上 AMD MI450、ASIC 阵营同步加速液冷化，散热供应链正式从气冷单轨，迈入液冷主导、气冷辅助的新架构，成为 AI 基础建设中受惠周期最长、规格升级最明确的关键环节。〈液冷全面标配化，水冷板与快接头需求同步放大〉晶片热设计功耗持续攀升是这波升级的根本驱动力，GB300 GPU 导入 CPX 后 TDP 已逼近 2000W，完全超出气冷所能负荷，使液冷从高阶选配正式
完整奖号一次看！5、6月统一发票开奖千万特别奖「38548029」
2026-07-25 网络阅读（58）
115 年 5、6 月期统一发票今 (25) 日开奖，特别奖号码开出为「38548029」
AI巨头财报前瞻一表看！微软、Meta、苹果下周开奖聚焦资本支出
2026-07-25 网络阅读（70）
随着美股第二季财报季正式展开，市场焦点重新回归大型科技股基本面。在特斯拉 (Tesla)、Alphabet 率先公布财报后，微软 (Microsoft)、Meta、苹果 (Apple)、亚马逊 (Amazon) 及辉达 (Nvidia
〈热门股〉劲丰今年销售成长性审慎乐观连2根涨停创近20个月高
2026-07-25 网络阅读（70）
〈热门股〉劲丰今年销售成长性审慎乐观连二根涨停创近 20 个月高
〈热门股〉永道-KY获需求升温及新产能挹注营收发威周涨18.5%
2026-07-25 网络阅读（87）
RFID 电子标签厂永道 - KY(6863-TW) 在完工的越南新厂效益挹注之下，同时受惠客户拉货增温，营收正向走高，外资连 5 日买超，股价本周收在 117.5 元，创近 3 个月来新高，股价周涨 18.57%。
2231项豁免301关税名单揭晓！蝴蝶兰、凤梨酥等118项「台湾专属」保住了
2026-07-25 网络阅读（56）
美国贸易代表署（USTR）公布强迫劳动 301 调查最终行动，台湾与欧盟同获最高优惠税率 10% 且不叠加最惠国待遇（MFN），优于日韩的 12.5%，并有 2231 项产品豁免 301 关税。行政院表示，豁免包含 118 项专属台湾清单与 A
〈热门股〉海运具多重支撑力万海周涨近1成创近5个月新高
2026-07-25 网络阅读（56）
〈热门股〉海运具多重支撑力万海周涨近 1 成创近 5 个月新高
外销订单红火创952亿美元新高、纬创德州新厂开幕、00891换股本周大事回顾
2026-07-25 网络阅读（58）
经济部统计处周二公布 6 月外销订单达 952.6 亿美元，连 17 红，创历史单月高；纬创美国德州 D1 厂本周开幕，全美第一片 NVIDIA GB300 运算基板在此诞生；00891 中信关键半导体完成最新成分股调整，于 7 月 27 日生效。
〈热门股〉AI伺服器强推华硕月营收上千亿元除息后外资连17买惦惦吃货
2026-07-25 网络阅读（57）
PC 品牌华硕 (2357-TW) 受惠于 AI PC 以及 AI 伺服器表现强劲，6 月营收首度突破千亿元大关并创下单月历史新高，并且已打入 vera rubin 第一批出货，下半年动能持续看旺，外资已连续 17 个交易日买超华硕，累计买超张

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