天天财经-提供金融入门知识-投资理财技巧-台股

辉达RTX Spark背后的豪赌：AI PC是下一波革命还是昙花一现？
2026-06-08 网络阅读（49）
辉达 (NVDA-US) 上周在台北国际电脑展 (Computex) 发表 RTX Spark 超级晶片，正式进军 AI PC 市场，并描绘未来笔电可在本地端执行大型 AI 模型、化身个人 AI 助理的新愿景。然而，多位分析师指出，这项产品与其
巨亨速报 - Factset 最新调查：南亚科(2408-TW)EPS预估上修至47.71元，预估目标价为360元
2026-06-08 网络阅读（53）
FactSet 最新调查：南亚科(2408-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。
巨亨速报 - Factset 最新调查：南亚科(2408-TW)目标价调升至360元，幅度约4.35%
2026-06-08 网络阅读（50）
FactSet 最新调查：南亚科(2408-TW)目标价调升，最高估值、最低估值、中位数、综合评级、近5日股价、大盘表现、即时新闻资讯。
〈台塑四宝业绩〉台塑、南亚看好Q2业绩优于上季 Q3旺季更佳油价下档有撑
2026-06-08 网络阅读（52）
台塑虽月减 18.4％，但公司认为 6 月因中油新三轻恢复开车，产销量增加，预期比 5 月高，加上原油价格大涨，估第 2 季营业额比第 1 季大幅成长。南亚则受惠电子材料营运状况佳，也可望优于首季，2 公司认为第 2 季有望优于第 1 季。
凌华5月营收创单月次高接单健康需求延续成长
2026-06-08 网络阅读（57）
工业电脑厂凌华 (6166-TW) 今 (8) 日公布 5 月营收，受惠边缘 AI 显示系统、高效能算力平台及智慧解决方案需求持续升温，营收 14.4 亿元，创历史同期新高、单月次高，年增 79.5%。
日月光中坜厂携手社区号召300人守护海洋环境
2026-06-08 网络阅读（51）
为响应世界海洋日及落实企业永续发展理念，日月光投控 (3711-TW)(ASX-US) 旗下日月光中坜厂于 6 月 6 日在桃园新屋蚵壳渔港举办「日月光中坜，净滩最有力」净滩活动，邀请员工、眷属及在地邻里居民齐聚参与，总计约 300 人
钰祥5月营收创新高推进液体滤网业务
2026-06-08 网络阅读（54）
全球先进制程微污染防治 (AMC) 滤网龙头钰祥 (7909-TW) 今 (8) 日公布 5 月营收新台币 2.3 亿元，月成长 21.66%，年成长 106.72%，累计前 5 月营收 9.1 亿元，年成长 43.8%；受惠全球晶圆代工龙头客户先进制程
〈电子五哥营收〉纬创5月营收创单月次高 AI伺服器业务全年向上趋势不变
2026-06-08 网络阅读（54）
纬创 (3231-TW) 今 (8) 日公告 5 月营收 2901.83 亿元，累计今年前 5 月营收 1.42 兆元，5 月及前 5 月营收皆创历史同期新高。纬创指出，5 月持续受惠 AI 伺服器带动，预期 AI 伺服器业务将持续向上。
国产5月营收月增近6% 混凝土本业营收创同期次高
2026-06-08 网络阅读（107）
国产 5 月营收月增近 6% 混凝土本业营收创同期次高
盘中速报 - 集中市场加权指数下跌-1778.11点至43292.83点，跌幅3.95%
2026-06-08 网络阅读（57）
集中市场加权指数盘中跌幅3.95%，SDN、车用二极体概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。

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