天天财经-提供金融入门知识-投资理财技巧-台股

营收速报 - 亚力(1514)6月营收11.77亿元年增率高达39.69％
2026-07-08 网络阅读（61）
2026年6月亚力(1514-TW) 营收年增成长39.69% , 盘后股价为121.5元
巨亨速报 - Factset 最新调查：世芯-KY(3661-TW)EPS预估下修至135.56元，预估目标价为6000元
2026-07-08 网络阅读（61）
FactSet 最新调查：世芯-KY(3661-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。
营收速报 - 金山电(8042)6月营收4.38亿元年增率高达51.3％
2026-07-08 网络阅读（57）
2026年6月金山电(8042-TW) 营收年增成长51.3% , 盘后股价为162元
野村投信：2026年下半年台股展望 AI驱动基本面续强　留意通膨与地缘政治变数
2026-07-08 网络阅读（56）
野村投信指出，2026 年下半年全球市场仍受地缘政治与通膨影响，波动难免，但在企业获利上修与科技需求强劲带动下，台股中长期基本面维持正向，AI 供应链仍为成长核心主轴。野村投信国内股票投资部主管姚郁如表示，美伊冲突透过油价影响通膨与货币政策，联准会预计维持审慎偏紧缩立场，不排除升息，但市场已逐步消化风险，后续仍将回归基本面。台湾经济方面，2026 年 GDP 成长率上修至约 9.6%，显示在非低基期下仍具成长动能；外销订单稳健，电子与资通讯需求强劲，出口动能延续，加上通膨温和、利率稳定，有利企
〈焦点股〉光通讯股抱团跌深反弹联亚、上诠联袂亮灯涨停
2026-07-08 网络阅读（56）
辉达 (NVDA-US) 预计于于今 (2026) 年下半年推出共同封装光学 (CPO) 交换器，需求带动矽光子类股营收创高下，今 (8) 日包括联亚、上诠一扫短期卖压影响，开高走高，盘中一度双双亮灯涨停板。
台新新光金6月称霸亚太银行股合并综效发酵法人估全年获利翻倍
2026-07-08 网络阅读（54）
2026年07月08日（优分析／产业数据中心报导）⸺ AI投资热潮持续推升台湾经济，也带动金融股成为市场焦点。根据S&P Global Market Intelligence统计，台新新光金控(2887-TW)6月股东总报酬率达42.4%，高居亚太银行股之冠，优于永丰金控(2890-TW)的33.0%及凯基金控(2883-TW)的32.0%。 AI需求带动半导体出口与企业投资成长，促使台湾经济展望持续改善。央行日前将2026年GDP成长率预估由7.25%上修至9.45%，S&P Ratings也
遭「混」巴西豆出包？三级品管破功？石崇良允改革：增设第三方强制抽验、追踪者条款
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致癌油品事件持续延烧，立法院今 (8) 日针对现行食安检验制度展开激烈攻防。立委质疑现行食安「三级品管」制度崩盘，业者 5 月验出异常却选择隐匿，显见赖业者自主管理的机制已破功，卫福部长石崇良承诺，将主导引入「第三方强制抽验机
威刚并购加持琉园一度爆量飙涨停
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威刚 (3260-TW) 昨日晚间宣布，将以每股现金新台币 24 元，公开收购琉园 (9949-TW) 普通股，整体收购金额粗估约 2.4 亿元至 6 亿元，琉园今日在威刚进驻下，股价跳空冲涨停，一度上冲下洗后，仍持续上攻，
〈房产〉豪宅交易榜陶朱隐园登2026年来豪宅总价王信义联勤暂居坪价王
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依实价登录最新资料，超豪宅「陶朱隐园」再现交易，今年 4 月 3 楼户 346.92 坪以总价 8.35 亿元售出，单价 270.5 万元，成为今年最高总价豪宅交易。
台大肺癌团队跨国研究荣登《Cell》：揭示肺癌神经-免疫调控与「断电」治疗新策略
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由台大医学系客座教授、现任英国弗朗西斯 · 克里克研究院（The Francis Crick Institute）李力恩博士（Dr. Leanne Li）领军，携手台大医院、哈佛医学院等世界知名研究机构组成跨国研究团队，首度

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