天天财经-提供金融入门知识-投资理财技巧-台股

〈焦点股〉富邦媒曝数据治理架构一度亮涨停灯创近8个月新高
2026-06-01 网络阅读（55）
〈焦点股〉富邦媒曝数据治理架构一度亮涨停灯创近 8 个月新高
〈焦点股〉转型见成效 AI、电子材料拱火南亚涨停、台化逼近涨停
2026-06-01 网络阅读（66）
南亚、台化近年宣告产品转型，从传产受景气影响的石化产品，逐步转向 AI 伺服器、电子为主的材料供应，上周股东会上，2 间公司董座皆强调公司转型亮点与实绩，激励今 (1) 日南亚早盘开高走高，盘中亮灯攻上涨停，台化涨逾 9%。
〈辉达GTC〉黄仁勋谈AI Factory 直接点名台湾公司GMI
2026-06-01 网络阅读（75）
辉达（NVIDIA）执行长黄仁勋在最新演讲中，谈及全球 AI Cloud 与 AI Factory 生态系快速成形，并在列举各地区 AI 云端服务业者时，亲自点名台湾公司 GMI，凸显台湾业者在新一波 AI 基础设施浪潮
纬创林宪铭：面对高复杂AI制造人海战术不再适用须从「DNA」转变
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纬创董事长林宪铭今 (1) 日参与辉达 GTC Taipei 暖场直播，指出从 PC 代工转向复杂度更高 AI 制造，过程中必然遇到瓶颈，而传统的人海战术已不适用，必须透过数位化及导入 AI，达到「DNA」层级的转变。
通膨压力增台湾4月制造业景气较上月略减续亮绿灯
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通膨压力增台湾 4 月制造业景气较上月略减
巨亨速报 - Factset 最新调查：稳懋(3105-TW)目标价调升至562.5元，幅度约8.17%
2026-06-01 网络阅读（97）
FactSet 最新调查：稳懋(3105-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。
〈劳动基金绩效〉史上最大红包！4月劳动基金狂赚1.1兆前4月新制劳退收益飙近20%
2026-06-01 网络阅读（89）
劳动基金运用局今（1）日公布 115 年截至 4 月底基金运用绩效，整体劳动基金规模达 8 兆 3678 亿元，在台股 4 月份强劲涨势助攻下，单月暴赚 1 兆 1047.5 亿元创下历史新高，累计前 4 月收益数达 1 兆 5392 亿元，收益率达 20.21
台新银携检方举办「2026防诈特攻队论坛」首创检银实务对话、力挺行员拦诈
2026-06-01 网络阅读（61）
面对诈骗手法日新月异，为持续强化金融防御量能并力挺第一线同仁拦阻不法金流，台新银行于 5 月 29 日在高雄万豪酒店举办「防诈特攻队：2026 检银实务对话论坛」，邀集高雄地方检察署、桥头地方检察署
〈焦点股〉高股息ETF迎春天！前六大集体创高 00918、00919携手冲破30元
2026-06-01 网络阅读（75）
台股 6 月开局好彩头，今 (1) 日盘中大涨逾千点，一举站上 4 万 5 关卡，电子、金融族群百花齐放，高股息 ETF 普遍表现优于市值型 ETF，其中，配息翻倍的大华优利高填息 30(00918-TW)，
广达林百里看台湾代工厂成功抢攻AI商机关键：转型拥有完整零组件供应链
2026-06-01 网络阅读（61）
广达董事长林百里今 (1) 日参与辉达 GTC Taipei 暖场直播，谈到台湾代工厂的转型之路，指出「罗马不是一天造成的」，认为台湾拥有完整的零组件供应链，是在这波 AI 浪浪潮中成功抢攻商机的重要关键。

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