天天财经-提供金融入门知识-投资理财技巧-台股

〈焦点股〉机器人新题材续夯达明、和椿连袂强势涨停
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近期中国机器人制造厂宣布，推出全球首款量产版可载人机，可透过人类操控，实现人形双足站立机器人，带旺今日和椿 (6215-TW)、达明 (4585-TW) 今日开高走高，量价齐升，盘中双双亮灯拉上涨停板。
〈焦点股〉广达首季毛利率逊于市场预期跌逾半根停板力守季线之上
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广达 (2382-TW) 昨 (14) 日召开法说会，受到 AI 伺服器出货结构改变，稀释毛利率表现，第一季毛利率 4.78%，季对季、年对年皆衰退，逊于市场预期，拖累广达今 (15) 日股价走软，跌逾半根停板，力守季线之上。
〈健身商机正夯〉柏文健身工厂将新增10家 SKlub拓展羽球场馆版图
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柏文健身工厂将新增 10 家 SKlub 拓展羽球场馆版图
盘中速报 - 柜买市场加权指数下跌-8.55点至418.02点，跌幅2%
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柜买市场加权指数盘中跌幅2%，车用记忆体、SDN概念表现疲软。快同时查看近日周月绩效与即时新闻资讯。
公股3雄齐登百亿俱乐部！第一金前4月赚114亿年增23% 证券子公司成金鸡母
2026-05-15 网络阅读（69）
第一金控 (2892-TW) 昨 (14) 日公告最新获利表现，受惠于台股 4 月大涨超过 7203 点、整体营运动能喷发。4 月单月税后纯益扬升至 31.58 亿元，较 3 月大幅成长 16.5%，表现优于预期。累计今年前 4 月税后纯益已正式冲
〈健身商机正夯〉柏文Q1淡季获利逆势创次高乐看健身业迎新一波成长循环
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柏文 Q1 淡季获利逆势创次高乐看健身业迎来新一波成长循环
鸿海增资亚湾超算300亿元首阶段Q3启用冲刺本土主权AI
2026-05-15 网络阅读（61）
鸿海增资亚湾超算 300 亿元首阶段 Q3 启用冲刺本土主权 AI
川习会后！中美关系降温！资金大转向！
2026-05-15 网络阅读（67）
大家好，我是承通投顾副总颜逸民。全球市场最受瞩目的焦点，就是北京登场的「习川会」。在中美科技竞争、关税冲突与地缘政治风险持续升高后，这次双方重新释出「建设性战略稳定关系」讯号，市场普遍解读，中美关系可能开始出现阶段性降温。尤其会后提到扩大企业合作、增加市场交流与投资，更让全球资金重新聚焦科技产业未来发展。其实，AI 产业本身就是全球化分工。美国掌握 AI 模型与大型科技平台，台湾掌握半导体制造与先进封装，而中国则拥有庞大的终端市场与应用需求。当中美关系不再持续恶化，市场自然开始重新评价 AI
〈焦点股〉荣惠-KY估AI获利贡献倍数成长股价跳空涨停创新天价
2026-05-15 网络阅读（63）
PCB 及 AI 伺服器散热、机构件供应商荣惠 - KY(6924-TW) 在获客户端的采购量能回升的挹注之下，2026 年首季每股纯益 2.26 元元，创同期新高，股价今 (15) 日以跳空涨停 132 元开出，创新天价。
健乔斥资6.59亿元收购人人化学99.83%股权扩大外用制剂布局
2026-05-15 网络阅读（67）
健乔 (4114-TW) 宣布，以总金额 6.59 亿元收购人人化学制药 99.83% 股权，正式将人人化学纳入健乔集团。健乔指出，此次收购聚焦外用制剂，将进一步强化软膏产品产能，并深化皮肤科产品线。

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