天天财经-提供金融入门知识-投资理财技巧-台股

Rubin机柜售价飙涨95%！零组件大升级，谁是大赢家！？
2026-05-26 网络阅读（65）
摩根士丹利上周发表报告，拆解辉达即将推出的 Vera Rubin (VR200 NVL72) AI 伺服器机柜，摩根士丹利预估单台 Rubin 机柜的平均售价预估将高达 780 万美元，相较于前一代 Blackwell (GB300) 的 399 万美元，涨幅接近 95%。成本最高的依然是 GPU，占 Rubin 机柜成本约 51%，但涨幅最高的是记忆体，高达 435%，其他 PCB、MLCC、网路晶片与 ABF 载板等涨幅也高于 GPU。更多的投资策略与选股资讯都在－ LINE@ http
巨亨速报 - Factset 最新调查：华通(2313-TW)EPS预估下修至7.68元，预估目标价为310元
2026-05-26 网络阅读（70）
FactSet 最新调查：华通(2313-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。
巨亨速报 - Factset 最新调查：华通(2313-TW)目标价调升至310元，幅度约3.33%
2026-05-26 网络阅读（64）
FactSet 最新调查：华通(2313-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。
棱研启动今年度创新板送件第一弹外销比重逾九成全力扩大全球航太链
2026-05-26 网络阅读（70）
毫米波厂棱研科技 (7812-TW)，已向台湾证券交易所递件申请股票创新板上市，成为民国 115 年度首家申请创新板挂牌之企业。证交所对此表示，棱研科技的上市申请象征台湾通讯实力已由地面基建跨足低轨卫星与国防感测，具体展现国
虹堡估今年营运向上新案入袋+AI POS新品挹注明后年业绩进补
2026-05-26 网络阅读（59）
金融支付设备商虹堡 (5258-TW) 今 (26) 日召开股东会，经营团队认为，第二季营运估季、年同增，下半年逐步迈入专案出货高峰，全年维持成长展望，公司也整合边缘 AI 切入 POS 产品应用，将成营运新动能。
LINE Pay股东会通过股利2元 2026聚焦海外、电支、AI创新三大成长动能
2026-05-26 网络阅读（59）
连加网路 LINE Pay(7722-TW) 今 (26) 日召开 2026 年度股东常会，会中承认 2025 年度营业报告书及财务报表，并通过盈余分派案，决议配发每股 2 元股利，包含现金股利 1.5 元及股票股利 0.5
〈光圣股东会〉AI资料中心建置带动光纤通讯需求倍增今年营收有望双位数成长
2026-05-26 网络阅读（65）
光圣表示，受全球 AI 发展热潮延烧，加上美国基础建设持续布建，AI 发展兴起对光圣营运持续「量」、「质」两方面正向影响，AI 资料中心建置带动光纤通讯的需求倍增，持续布局矽光子，营收有望双位数成长。
上银义大利1.7万平方公尺新总部启用卓文恒：串连欧洲重要枢纽
2026-05-26 网络阅读（56）
上银科技 (2049-TW) 义大利子公司于 5 月 14 日至 16 日举办为期三天的盛大活动，正式宣告位于米兰近郊 Agrate Brianza、约 5142 坪的全新总部启用，此举不仅是上银深耕欧洲市场的重要里程碑
颖崴董座：客户急着要产能明年Q2探针月产能上看1,400万支
2026-05-26 网络阅读（72）
测试介面大厂颖崴 (6515-TW) 董事长王嘉煌今 (26) 日表示，AI 带动高阶半导体需求明显优于预期，目前订单已排到 5 至 6 个月后，客户都急着要产能，公司为满足客户订单，上半年探针月产能将提升至 600 万支，明年第二
〈房产〉同样千万元预算买房房仲：北市仅够买套房、中南部可买两房起跳
2026-05-26 网络阅读（57）
在 1000 万元以内的预算，在七都能买到多大坪数的住宅？房仲业者统计近一年七都 1000 万元以下成屋交易数据，发现台北市 1000 万元以下交易占比仅 10.4%，平均坪数也仅 13 坪左右。

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