天天财经-提供金融入门知识-投资理财技巧-台股

乡林：青岛与南京房产近111亿元将入帐双北力推新案上场
2026-10-05 网络阅读（37）
乡林建设(5531-TW)今(5)日指出，乡林在两岸资产挹注与新案布局同步发动，青岛房产交易约新台币50.9亿元，合约已签订，近日将到帐；南京约60亿元房产也已议妥合约，近日将正式签约，近月内完成交易。同时，台湾市场则有万华都更、新庄鸿福段合计约110亿元新案，预计11月公开，加上斗六「乡林云峰」预售案在今年年底交屋，乡林指出，2026年第四季形成资产挹注、完工交屋与新案接棒的布局。乡林表示，青岛子公司「青岛鼎林」名下房产交易金额约人民币11亿元，折合新台币约50.9亿元，目前已完成签约并进
高雄港启动生质燃油加注阳明、万海加注1200万公吨创绿色航运新纪元
2026-10-05 网络阅读（32）
高雄港今启动国内首次海运船舶生质燃油加注，阳明、万海等船舶已加注1,200公吨交通部2025年成立海运替代燃料工作平台，首阶段推生质燃油，未来将推LNG及关注甲醇、氢、氨中油供应生质燃油可减少约20%温室气体排放，港务公司盼完善港口替代燃料服务
贸联9月营收回升 Q3写单季新高季增近2成
2026-10-05 网络阅读（34）
连接线束大厂贸联-KY(3665-TW)今(5)日公告9月营收93.32亿元，月增5%、年增39%；累计前9月营收719.65亿元，年增39.9%，均创同期新高；其中，第三季营收278.54亿元更创单季新高，季增19.6%、年增51.3%。贸联表示，欧洲营运据点暑期休假的季节性影响已告一段落，9月营收回升，此外，自9月23日起纳入合并的Interplex Datacom业务也贡献7天营收；若以美元来看，贸联9月营收月增5.87%、年增33.9%，累计前9月营收年增37.6%。贸联董事长梁华哲
从1周变半小时！台湾独研AI 3D重构技术医疗「元宇宙」助攻精准手术
2026-10-05 网络阅读（36）
台湾团队自主研发AI与元宇宙医疗系统，将2D影像升级为3D彩色立体模型。 3D模型建构时间从1周缩短至30分钟，可用于医学教学、术前规划与术中导航。系统已取得台湾FDA认证，并宣布捐赠3D医学影像重建设备予国内医院。
台数科导入倍力资讯「碳管家」逾2300组水电数据全自动化
2026-10-05 网络阅读（37）
台数科(6464-TW)持续深耕有线电视、宽频网路、数位汇流及智慧生活服务，并积极推动企业永续发展。同时，为提升碳管理效率，台湾数位光讯科技正式导入倍力资讯(6874-TW)「碳管家 CarbonKeeper」，建构集中化、系统化的碳管理平台，逐步整合各营运据点的碳盘查资料，台数科指出，公司导入并建立一致的管理架构，降低过往仰赖人工汇整与输入的作业负担，透过数位化工具强化资料整合、管理效率及可追溯性，提升整体碳盘查作业品质。台数科指出，能源使用资料是温室气体盘查的重要基础。过去进行盘查时，需
荣成前3季税前盈余5.99亿元较去年转盈 Q4旺季营运可望优于Q3
2026-10-05 网络阅读（34）
荣成9月税前纯益0.79亿元、EPS 0.06元，前三季税前纯益5.99亿元，较去年同期转亏为盈。 8、9月极端天候干扰废纸回收与物流，压缩毛利，但中国即征即退补贴约1.6亿元挹注业外。第四季逢传统旺季，十一长假、电商与耶诞备货可望带动工纸需求，法人估营运优于第三季。
AES-KY 9月营收17.6亿元月年双增连四月创新高
2026-10-05 网络阅读（37）
电池模组厂AES-KY(6781-TW)今(5)日公布9月营收为17.6亿元，呈月年双增、持续创下单月新高，第三季营收、前9月营收也持续走强；随着采用BBU方案的HVDC电源机柜架构需求持续增加，AES-KY营运成长持续畅旺。 AES-KY9月营收17.6亿元，月增0.54%、年增25.47%；第三季营收52.3亿元，季增8.8%、年增26.6%；前9月累计营收145.72亿元、年增26.28%。法人指出，随着AI带动BBU需求走强，AES-KY营运有望自今年下半年，持续看旺至明年，且有机会持
TrendForce：10月电视面板价格估全面持平监视器需求季减8%
2026-10-05 网络阅读（35）
TrendForce指10月上旬面板报价预测，电视、监视器与笔电面板10月皆估全面持平。第四季电视需求偏弱，MNT需求季减8%，笔电前六大品牌采购量估季减逾20%。
营收速报 - 高力(8996)9月营收16.16亿元年增率高达153.78％
2026-10-05 网络阅读（38）
高力(8996-TW)今天公告2026年9月营收为新台币16.16亿元，年增率153.78%，月增率34.24%。今年1-9月累计营收为94.71亿元，累计年增率120.78%。最新价为1595元，近5日股价上涨4.25%，相关电机机械上涨1.75%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：-849 张外资买卖超：-1409 张投信买卖超：+328 张自营商买卖超：+232 张近6个月营收一览月份月营收年增率月增率 26/9 16.16亿 154% 34% 2
营收速报 - 升阳半导体(8028)9月营收5.12亿元年增率高达33.19％
2026-10-05 网络阅读（36）
升阳半导体(8028-TW)今天公告2026年9月营收为新台币5.12亿元，年增率33.19%，月增率1.32%。今年1-9月累计营收为42.62亿元，累计年增率29.54%。最新价为281.5元，近5日股价上涨4.65%，相关半导体业上涨3.38%，股价涨幅表现优于产业指数。近5日筹码三大法人合计买卖超：-4919 张外资买卖超：-7039 张投信买卖超：+2202 张自营商买卖超：-82 张近6个月营收一览月份月营收年增率月增率 26/9 5.12亿 33% 1% 26/

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"乡林建设(5531-TW)今(5)日指出，乡林在两岸资产挹注与新案布局同步发动，青岛房产交易约新台币50.9亿元，合约已签订，近日将到帐；南京约60亿元房产也已议妥合约，近日将正式签约，近月内完成交易。同时，台湾市场则有万华都更、新庄鸿福段合计约110亿元新案，预计11月公开，加上斗六「乡林云峰」预售案在今年年底交屋，乡林指出，2026年第四季形成资产挹注、完工交屋与新案接棒的布局。乡林表示，青岛子公司「青岛鼎林」名下房产交易金额约人民币11亿元，折合新台币约50.9亿元，目前已完成签约并进", "createdAt": "2026-10-05T11:26:59.000Z", "author": "网络", "pv": 37, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18680, "title": "高雄港启动生质燃油加注阳明、万海加注1200万公吨创绿色航运新纪元", "shortTitle": "高雄港启动生质燃油加注阳明、万海加注1200万公吨创绿色航", "img": "https://cimg.cnyes.cool/prod/news/6621844/l/ff92c7a0a255b5a434eb50f3cda1ae33.jpg", "description": "高雄港今启动国内首次海运船舶生质燃油加注，阳明、万海等船舶已加注1,200公吨
交通部2025年成立海运替代燃料工作平台，首阶段推生质燃油，未来将推LNG及关注甲醇、氢、氨
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3D模型建构时间从1周缩短至30分钟，可用于医学教学、术前规划与术中导航。
系统已取得台湾FDA认证，并宣布捐赠3D医学影像重建设备予国内医院。", "createdAt": "2026-10-05T11:10:02.000Z", "author": "网络", "pv": 36, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18649, "title": "台数科导入倍力资讯「碳管家」逾2300组水电数据全自动化", "shortTitle": "台数科导入倍力资讯「碳管家」逾2300组水电数据全自动化", "img": "https://cimg.cnyes.cool/prod/news/6621871/l/55448175612003f8d95cbe4a07185916.jpg", "description": "台数科(6464-TW)持续深耕有线电视、宽频网路、数位汇流及智慧生活服务，并积极推动企业永续发展。同时，为提升碳管理效率，台湾数位光讯科技正式导入倍力资讯(6874-TW)「碳管家 CarbonKeeper」，建构集中化、系统化的碳管理平台，逐步整合各营运据点的碳盘查资料，台数科指出，公司导入并建立一致的管理架构，降低过往仰赖人工汇整与输入的作业负担，透过数位化工具强化资料整合、管理效率及可追溯性，提升整体碳盘查作业品质。台数科指出，能源使用资料是温室气体盘查的重要基础。过去进行盘查时，需", "createdAt": "2026-10-05T11:07:09.000Z", "author": "网络", "pv": 37, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18650, "title": "荣成前3季税前盈余5.99亿元较去年转盈 Q4旺季营运可望优于Q3", "shortTitle": "荣成前3季税前盈余5.99亿元较去年转盈 Q4旺季营运可望优", "img": "https://cimg.cnyes.cool/prod/news/6621860/l/1821f2179146a3a0b00635ba17c86a80.jpg", "description": "荣成9月税前纯益0.79亿元、EPS 0.06元，前三季税前纯益5.99亿元，较去年同期转亏为盈。
8、9月极端天候干扰废纸回收与物流，压缩毛利，但中国即征即退补贴约1.6亿元挹注业外。
第四季逢传统旺季，十一长假、电商与耶诞备货可望带动工纸需求，法人估营运优于第三季。", "createdAt": "2026-10-05T11:06:08.000Z", "author": "网络", "pv": 34, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18651, "title": "AES-KY 9月营收17.6亿元月年双增连四月创新高", "shortTitle": "AES-KY 9月营收17.6亿元月年双增连四月创新高", "img": "https://cimg.cnyes.cool/prod/news/6621846/l/dbcee757b9cc0a301f3189710d6bdfe9.jpg", "description": "电池模组厂AES-KY(6781-TW)今(5)日公布9月营收为17.6亿元，呈月年双增、持续创下单月新高，第三季营收、前9月营收也持续走强；随着采用BBU方案的HVDC电源机柜架构需求持续增加，AES-KY营运成长持续畅旺。 AES-KY9月营收17.6亿元，月增0.54%、年增25.47%；第三季营收52.3亿元，季增8.8%、年增26.6%；前9月累计营收145.72亿元、年增26.28%。法人指出，随着AI带动BBU需求走强，AES-KY营运有望自今年下半年，持续看旺至明年，且有机会持", "createdAt": "2026-10-05T11:04:06.000Z", "author": "网络", "pv": 37, "pinyin": "tw", "name": "台股", "path": "/new/tw", "tags": [] }, { "id": 18652, "title": "TrendForce：10月电视面板价格估全面持平监视器需求季减8%", "shortTitle": "TrendForce：10月电视面板价格估全面持平监视器需", "img": "https://cimg.cnyes.cool/prod/news/6621855/l/3b56fd0c9b288b97d185d6a5db5c9898.jpg", "description": "TrendForce指10月上旬面板报价预测，电视、监视器与笔电面板10月皆估全面持平。
第四季电视需求偏弱，MNT需求季减8%，笔电前六大品牌采购量估季减逾20%。
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