天天财经-提供金融入门知识-投资理财技巧-台股

营收速报 - 友通(2397)6月营收12.85亿元年增率高达31.37％
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2026年6月友通(2397-TW) 营收年增成长31.37% , 盘后股价为58.7元
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为强化海外投资研究深度并提升复委托业务竞争力，凯基证券今 (2) 日举办「美股权威重磅登场」记者会，宣布与美国知名独立研究机构 Fundstrat 建立跨区域的独家策略合作，同时携手凯基投顾、凯基香港及凯基新加坡，建立涵盖台湾、香港与新加坡三地的海外投资研究布局，并将其研究内容导入凯基证券「随身 e 策略」APP，打造连结华尔街权威分析师第一手观点的数位投资服务，让投资人更即时掌握国际市场脉动与具参考价值的策略观点。 Fundstrat 成立于 2014 年，总部位于纽约，为美国具代表性的独立
合勤控旗下兆勤瞄准户外连网需求推出户外型无线基地台抢攻MSP商机
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合勤控 (3704-TW) 旗下兆勤今 (2) 日宣布，持续扩展户外型无线基地台产品布局，锁定户外连网市场，协助受管理服务供应商（MSP）因应持续成长的高速稳定连线需求。首款 NWA55AX PTP 点对点无线基地台现已上市，采出
建筑光电新制8月上路聚恒科技以汉宝牧场15年实绩抢攻维运市场
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内政部《建筑物设置太阳光电发电设备标准》将于 8 月 1 日正式施行, 未来建筑面积达 1,000 平方公尺以上的新建、增建及改建建筑物皆须设置太阳光电设备。聚恒科技 (4582-TW) 深耕再生能源多年，与彰化汉宝农畜产合作
半导体「普涨黄金期」已过！大摩点名拥抱这几档龙头、警惕4台厂估值泡沫
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摩根士丹利最新发布的亚太半导体深度报告中指出，当前大中华区科技半导体行业整体呈现「有吸引力」（Attractive）的投资评等。在这场由算力驱动的变革中，AI 毫无疑问是贯穿整个半导体族群的第一主线。然而，当前的半导体大周期正处于一个极其特殊的历史转捩点——弱周期复苏与强结构分化并存，传统意义上「普涨」的半导体黄金周期已不复存在，取而代之的是冰火两重天的极端分化。许多非 AI 相关的传统晶片公司不仅无法享受此轮红利，甚至正在面临被 AI 产能与资源全面「挤出」的边缘化
营收速报 - 艾笛森(3591)6月营收2.42亿元年增率高达34.83％
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2026年6月艾笛森(3591-TW) 营收年增成长34.83% , 盘后股价为26.35元
物流强强联手抢占版图！中华邮政携手全家「全+邮宅配」10公斤送上门89元
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为因应电商物流市场成长及消费者多元寄件需求，中华邮政公司携手全家便利商店，自即日起推出「全 + 邮宅配」服务，民众可至全家便利商店交寄 10 公斤以下国内包裹，由中华邮政配送至指定地址，每件优惠价 89 元，提供 24 小时的寄件服务。
《虚拟资产服务法》三读通过台湾大林之晨：有助虚拟资产产业往前推进
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立法院院会周二 (30 日) 三读通过《虚拟资产服务法》，首度针对虚拟资产建立专法监理架构。台湾大总经理林之晨指出，在《虚拟资产服务法》通过，让台湾虚拟资产产业开始合法化落地，有助产业往前推进。
营收速报 - 晶豪科(3006)6月营收48.45亿元年增率高达328.35％
2026-07-02 网络阅读（46）
2026年6月晶豪科(3006-TW) 营收年增成长328.35% , 盘后股价为218元
外资买了一天又跑了大砍890亿三大法人卖超842.55亿元
2026-07-02 网络阅读（46）
台股今 (2) 日受台积电 ADR 重挫影响及电子权值股走弱，早盘开低一度重挫逾千点，盘中随着联发科 (2454-TW) 等电子权值股翻红，指数跌势收敛，最后一盘在台积电遭大砍 5,869 张下，终场下跌 274.83 点或 0.58%，收 46,744.16 点，中止日 K 连 3 红，成交量约 1.01 兆元；三大法人合计卖超 842.55 亿元。观察三大法人今天筹码动向，外资卖超 890.47 亿；自营商卖超 43.28 亿元；投信买超 91.19 亿元，三大法人合计卖超 842.55

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