{ "edition": "20261113-18", "language": "zh-Hans", "period_start": "2026-11-13T18:00:00+09:00", "period_end": "2026-11-13T21:00:00+09:00", "page": 4, "pages": 4, "received_in_period": 354, "listed_in_period": 354, "description": "这里一次整合 2 个国家／地区的新闻与公告：日本 1 个来源 191 条、台湾 6 个来源 163 条。每 180 分钟一期，这期入库的所有来源、每一条都列出，附原文网址。", "countries": [ { "code": "JP", "name": "日本", "items": 191, "sources": 1 }, { "code": "TW", "name": "台湾", "items": 163, "sources": 6 } ], "number_of_items": 54, "items": [ { "id": 3874251, "anchor": "n3874251", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874251", "title": "三莺延伸八德线开工！友善连接携手迈向2034新里程土城「一车直达」八德双线转乘30秒", "title_state": "opencc", "summary": "新北市长侯友宜与桃园市长张善政共同主持三莺延伸八德线开工典礼，该线全长约4.03公里，设3站，目标2034年完工，实现北桃跨域捷运串联。", "summary_state": "opencc", "facts": [ { "text": "三莺延伸八德线地下段土建及全线机电系统于今（13）日举行开工动土典礼。", "state": "opencc", "quote": "今（13）日舉行三鶯延伸八德線地下段土建及全線機電系統開工動土典禮" }, { "text": "三莺延伸八德线全线位于桃园境内，长度约4.03公里。", "state": "opencc", "quote": "全線位於桃園境內、長度約4.03公里" }, { "text": "三莺延伸八德线共设3座车站，包含2座高架车站及1座地下车站。", "state": "opencc", "quote": "共設3座車站...規劃設置2座高架車站及1座地下車站" }, { "text": "三莺延伸八德线端点站LB14车站与桃园捷运绿线G04大湳站地下共构。", "state": "opencc", "quote": "三鶯延伸八德線端點站LB14車站與桃園捷運綠線G04大湳站地下共構" }, { "text": "双线采上下楼层月台的垂直设计，民众30秒内即可无缝衔接转乘。", "state": "opencc", "quote": "兩線採「上下樓層月台」的垂直設計，民眾30秒內即可無縫銜接轉乘" }, { "text": "预计2027年开始架设施工围篱，全面朝2034年完工目标稳健推进。", "state": "opencc", "quote": "預計2027年開始架設施工圍籬，全面朝2034年完工目標穩健推進" }, { "text": "协助代办和强路道路拓宽550公尺及6号生活圈道路新辟工程820公尺。", "state": "opencc", "quote": "包含和強路道路拓寬550公尺及6號生活圈道路新闢工程820公尺" } ], "companies": [], "published_at": "2026-11-13T16:48:56+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://www.storm.mg/article/11181313", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874780, "anchor": "n3874780", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874780", "title": "浩鼎与諾華签署ADC药物合作暨授权协议签约金3000万美元将入袋", "title_state": "opencc", "summary": "浩鼎宣布与諾華签署ADC药物合作协议，获3,000万美元签约金，双方将共同开发次世代创新疗法，展现浩鼎技术价值。", "summary_state": "opencc", "facts": [ { "text": "双方将共同开发次世代ADC药物", "state": "opencc", "quote": "雙方將共同開發搭載新型藥物載荷(payload)的次世代ADC藥物" }, { "text": "諾華取得浩鼎ADC平台技术的全球独家授权", "state": "opencc", "quote": "諾華將針對特定且尚未公開的藥物載荷，取得浩鼎相關ADC平台技術、專利及專業技術知識的全球獨家授權" }, { "text": "浩鼎首席执行官为陈雅琪", "state": "opencc", "quote": "執行長陳雅琪表示，此次合作反映浩鼎的ADC技術，在科學研究與商業應用上具發展潛力" } ], "companies": [ "浩鼎", "諾華", "Novartis Pharma AG" ], "published_at": "2026-11-13T20:02:14+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661826", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874781, "anchor": "n3874781", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874781", "title": "字節跳動拟以4000亿美元估值回购股份延后IPO时程", "title_state": "opencc", "summary": "TikTok母公司字節跳動宣布以4,000亿美元估值回购60亿美元股票，并将IPO时程延后至2030年。创办人张一鸣强调AI战略需长期主义，预计2029-2030年赶上前沿技术，并向AI员工发放3亿股激励。", "summary_state": "opencc", "facts": [ { "text": "字節跳動计划以约4,000亿美元估值回购高达60亿美元股票。", "state": "opencc", "quote": "計畫以約 4,000 億美元的估值，向現有投資人回購高達 60 億美元的股票" }, { "text": "字節跳動将IPO或外部股东卖回股权截止日期延长至2030年12月11日。", "state": "opencc", "quote": "提議將首次公開發行(IPO)或允許外部股東全額賣回股權的截止日期延長4年，至 2030 年 12 月 11 日" }, { "text": "字節跳動将向AI部门员工发放总计3亿股的股票激励。", "state": "opencc", "quote": "字節跳動揭露將向 AI 部門員工發放總計 3 億股的股票激勵" }, { "text": "创办人张一鸣表示赶上最前沿AI技术最快需到2029或2030年。", "state": "opencc", "quote": "真正要趕上最前沿技術，最快也要到 2029 年或 2030 年" }, { "text": "字節跳動Seed系列模型面临预训练数据集规模较小的瓶颈。", "state": "opencc", "quote": "字節跳動 Seed 系列模型的「預訓練資料集規模仍相對較小」，這是當前最需正面解決的瓶頸" }, { "text": "字節跳動已凭借豆包聊天机器人及Seedance视频生成服务在AI领域取得进展。", "state": "opencc", "quote": "目前公司已憑藉「豆包」(Doubao)聊天機器人及「Seedance」影片生成服務在 AI 領域取得實質進展" } ], "companies": [ "字節跳動", "ByteDance", "TikTok", "OpenAI", "Anthropic" ], "published_at": "2026-11-13T20:00:08+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661805", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874782, "anchor": "n3874782", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874782", "title": "周线连五黑！受黄仁勋风波与升息预期拖累铜价将创近两年最长跌势", "title_state": "opencc", "summary": "受輝達首席执行官黄仁勋辞职风波及联准会升息预期升温拖累，铜价跌破每吨13500美元，创下近两年来连续五周的最长跌势纪录。", "summary_state": "opencc", "facts": [ { "text": "铜价即将连续第五周收跌，创下近两年来最长跌势纪录。", "state": "opencc", "quote": "最新數據顯示，銅價即將連續第五周收跌，創下近兩年來最長跌勢紀錄" }, { "text": "基准三个月期铜价格跌破每吨13500美元。", "state": "opencc", "quote": "基準的三個月期銅價格跌破每噸13500美元" }, { "text": "輝達首席执行官黄仁勋辞职，重创风险资产偏好。", "state": "opencc", "quote": "AI晶片龍頭輝達陷入新一波危機，執行長黃仁勳辭職，重創風險資產偏好" }, { "text": "高盛维持明年铜价均值每吨15400美元的估值。", "state": "opencc", "quote": "高盛在最新研報中維持明年銅價均值每噸15400美元的估值" }, { "text": "紐約聯準銀行总裁威廉斯指出美国通膨仍过高，需采取更多行动抑制物价。", "state": "opencc", "quote": "紐約聯準銀行總裁威廉斯(John Williams)週四(12日)說，美國通膨仍「過高」，決策者需採取更多行動抑制物價" } ], "companies": [ "輝達", "高盛", "倫敦金屬交易所(LME)", "紐約聯準銀行" ], "published_at": "2026-11-13T20:00:07+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661718", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874783, "anchor": "n3874783", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874783", "title": "存股族嗨翻！公股4金2银前10月狂赚1440亿年增2成全数超车去年全年", "title_state": "opencc", "summary": "公股四金二银前10月累计获利1440.69亿元，年增近两成并创同期新高，全数超越去年全年。兆豐金获利居冠，華南金成长率最佳，但10月单月受股市波动拖累，整体获利月减逾两成。", "summary_state": "opencc", "facts": [ { "text": "公股四金二银前10月累计获利达1440.69亿元，年增19.49%", "state": "opencc", "quote": "累計前10月合賺1440.69億元，年增19.49%" }, { "text": "兆豐金控前10月税后净利达343.31亿元，稳居公股获利王", "state": "opencc", "quote": "兆豐金前10月稅後淨利仍達343.31億元...穩居公股獲利王" }, { "text": "華南金控前10月获利年增26.85%，为公股四金中成长率最佳", "state": "opencc", "quote": "其中以華南金年增26.85%表現最佳" }, { "text": "10月单月公股四金二银合计获利95.57亿元，月减27.51%", "state": "opencc", "quote": "單月合計獲利95.57億元、月減27.51%" }, { "text": "兆豐金控10月单月获利因证券亏损月减59.13%", "state": "opencc", "quote": "兆豐金（2886-TW）受證券虧損影響，單月獲利月減59.13%降幅最大" } ], "companies": [ "兆豐金控", "兆豐金", "兆豐銀行", "兆豐證券", "華南金控", "華南金", "華南銀行", "華南永昌證券", "第一金控", "第一金", "第一銀行", "第一金證券", "第一金人壽", "合庫金控", "合庫金", "合庫銀行", "合庫證券", "合庫人壽", "彰化銀行", "彰銀", "臺灣企銀", "臺企銀" ], "published_at": "2026-11-13T19:53:39+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661811", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874784, "anchor": "n3874784", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874784", "title": "TEEMA产业链进军波兰電電公會携手逾50家台厂媒合布局中东欧市场", "title_state": "opencc", "summary": "電電公會主办的「2026年TEEMA科学园区产业日—波兰」将于11月17日在华沙举行，汇聚逾50家台湾ICT、工具机及电动车供应链业者，旨在通过技术展示与商务媒合，协助台厂拓展中东欧市场并争取采购订单。", "summary_state": "opencc", "facts": [ { "text": "電電公會将于11月17日在华沙举办「2026年TEEMA科学园区产业日—波兰」活动。", "state": "opencc", "quote": "電電公會今(13)日表示，「2026 年TEEMA 科學園區產業日—波蘭」將於下周11月17 日在華沙登場" }, { "text": "此次活动将邀请逾50家具代表性的台湾厂商参与。", "state": "opencc", "quote": "邀集ICT、工具機及電動車等領域具產業代表性的50家台廠" }, { "text": "台湾参展企业包括鴻海科技集團、東元電機、環電、旭東機械等。", "state": "opencc", "quote": "包括鴻海(2317-TW)科技集團、東元電機(2317-TW)、環電、旭東機械、行競科技、勤崴國際(6516-TW)科技、永進機械及亞崴(1530-TW)機電等業者" }, { "text": "活动将展出AI数据中心机柜、模块化数据中心、液冷技术及电动车动力系统等产品。", "state": "opencc", "quote": "將展出AI資料中心機櫃、模組化資料中心、液冷技術、電動車動力系統、浸沒式冷卻電池、自駕載具及精密加工設備" }, { "text": "活动安排超过百场一对一商机媒合洽谈。", "state": "opencc", "quote": "安排超過百場㇐對㇐商機媒合洽談" } ], "companies": [ "電電公會", "TEEMA", "國貿署", "經濟部", "台灣電路板協會", "工具機公會", "機械公會", "波蘭全國電子電信商會", "資料中心協會", "自動化與機器人協會", "電動交通發展商會", "鴻海科技集團", "東元電機", "環電", "旭東機械", "行競科技", "勤崴國際科技", "永進機械", "亞崴機電", "金屬工業研究發展中心", "聖得醫學科技", "智遊科技", "佐臻", "圓展科技", "波蘭台灣工商會" ], "published_at": "2026-11-13T19:51:58+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661814", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874785, "anchor": "n3874785", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874785", "title": "保瑞专科用药全球市占目标提前达标 Q3获利6亿元季增1成", "title_state": "opencc", "summary": "保瑞公告第三季财报，税后纯益6.12亿元季增1成，受惠专科用药市占目标提前达标及CDMO厂区贡献。累计前三季营收年增15.47%，但税后纯益受一次性因素影响年减逾五成。", "summary_state": "opencc", "facts": [ { "text": "保瑞第三季税后纯益为6.12亿元，季增约1成。", "state": "opencc", "quote": "第三季稅後純益6.12億元，較第二季成長約1成" }, { "text": "保瑞第三季营收为64.53亿元，季增9.6%，年增34.3%。", "state": "opencc", "quote": "保瑞第三季營收64.53億元，季增9.6%，年增34.3%" }, { "text": "保瑞累计今年前三季税后纯益11.94亿元，年减54.94%。", "state": "opencc", "quote": "保瑞累計今年前三季...稅後純益11.94億元，年減54.94%" }, { "text": "保瑞前三季CDMO累计新签约金额达4.37亿美元创新高。", "state": "opencc", "quote": "前三季CDMO累計新簽約金額受惠客戶長約貢獻，達4.37億美元創新高" }, { "text": "保瑞专科及品牌药营收较2025年平均单季水准成长22.4%。", "state": "opencc", "quote": "專科及品牌藥營收較2025年平均單季水準成長22.4%" } ], "companies": [ "保瑞" ], "published_at": "2026-11-13T19:51:19+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661822", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874786, "anchor": "n3874786", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874786", "title": "苏姿丰持股约0.26% 没有「超级投票权」谁掌握AMD换帅决定权？", "title_state": "opencc", "summary": "辉达黄仁勋请辞引发治理关注，文章对比超微苏姿丰持股仅0.26%且无超级投票权，显示其人事权归属董事会，而SpaceX马斯克与Meta祖克柏则藉多重投票权掌控公司。", "summary_state": "opencc", "facts": [ { "text": "辉达共同创办人黄仁勋于周四（12日）宣布请辞总裁、首席执行官及董事职务。", "state": "opencc", "quote": "輝達 (NVDA-US) 共同創辦人黃仁勳 (Jensen Huang) 週四 (12 日) 宣布請辭總裁、執行長及董事職務" }, { "text": "苏姿丰个人实益持有超微约0.26%的股份，且没有超级投票权。", "state": "opencc", "quote": "蘇姿丰 (Lisa Su)，個人實益持股僅約 0.26%...超微普通股採一股一票，蘇姿丰沒有「超級投票權」" }, { "text": "辉达新任代理首席执行官为财务长克雷斯，首任董事会主席为资深董事琼斯。", "state": "opencc", "quote": "已由財務長克雷斯 (Colette Kress) 兼任代理執行長，資深董事瓊斯 (Harvey C. Jones) 出任輝達首任董事會主席" }, { "text": "先锋集团与贝莱德是超微主要大股东，实益持股比率分别为8.8%与7.7%。", "state": "opencc", "quote": "先鋒集團 (Vanguard) 與貝萊德 (BlackRock) 的實益持股比率分別為 8.8% 與 7.7%" }, { "text": "马斯克在SpaceX掌握B类股多数表决权，实质上可阻止自身免职案。", "state": "opencc", "quote": "由於馬斯克掌握 B 類股多數表決權，他實質上可阻止自身免職案" }, { "text": "祖克柏通过持有Meta逾99%的B类股，掌握公司60.6%的总表决权。", "state": "opencc", "quote": "創辦人兼執行長祖克柏 (Mark Zuckerberg) 與其關係實體持有逾 99% 的 B 類股，讓他掌握公司 60.6% 的總表決權" } ], "companies": [ "輝達 (NVDA-US)", "超微 (AMD-US)", "SpaceX", "特斯拉 (TSLA-US)", "Meta (META-US)" ], "published_at": "2026-11-13T19:41:47+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6660718", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874787, "anchor": "n3874787", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874787", "title": "寶成前3季制鞋营收下滑、运动用品销售上升每股纯益达3.66元", "title_state": "opencc", "summary": "寶成工業(9904-TW)公布2026年前三季财报，税后纯益达107.74亿元，年增80.6%，每股纯益3.66元。营收微减0.5%至1876.71亿元，制鞋业务衰退但运动用品业务增长，获利大增主因南山人壽投资收益显著提升。", "summary_state": "opencc", "facts": [ { "text": "寶成工業2026年1-9月税后纯益为107.74亿元，每股纯益为3.66元。", "state": "opencc", "quote": "寶成工業2026年1-9月稅後純益107.74 億元，年增80.6%，每股純益爲 3.66 元。" }, { "text": "寶成工業2026年1-9月总营收为1876.71亿元，年减0.5%。", "state": "opencc", "quote": "寶成工業2026年1-3季營收為 1876.71 億元，年減0.5%" }, { "text": "寶成工業2026年1-9月制鞋业务营收为1292.86亿元，年减2%。", "state": "opencc", "quote": "2026年1-3季營收中製鞋業務1292.86億元，年減2%" }, { "text": "寶成工業2026年1-9月运动用品零售及批发业务营收为576.76亿元，年增2.92%。", "state": "opencc", "quote": "前三季營收576.76億元，年增2.92%" }, { "text": "寶成工業认列南山人壽相关转投资收益为75.54亿元，较去年同期增加69.47亿元。", "state": "opencc", "quote": "主要來自於認列直、間接持股 18.09% 南山人壽相關轉投資收益 75.54 億元，較去年同期增加 69.47 億元" }, { "text": "寶成工業2026年1-9月合并营业外净收益为102.88亿元，较去年同期增加53.18亿元。", "state": "opencc", "quote": "故 115 年前三季合併營業外淨收益為 102.88億元，較去年同期增加 53.18 億元" } ], "companies": [ "寶成", "寶成工業", "南山人壽" ], "published_at": "2026-11-13T19:29:38+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661804", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874788, "anchor": "n3874788", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874788", "title": "華紙出售桃园观音厂房与土地予元太处分利益约13.3亿元Q4认列", "title_state": "opencc", "summary": "華紙(1905-TW)董事会通过将桃园观音厂区土地及厂房出售给关系人元太(8069-TW)，交易总额27.8亿元，处分利益13.3亿元将于Q4认列。此举旨在活化资产与强化财务结构，華紙将回租至明年1月，对产能影响仅3%。", "summary_state": "opencc", "facts": [ { "text": "華紙宣布将桃园观音厂房与土地出售给元太，交易总金额约27.8亿元。", "state": "opencc", "quote": "交易總金額約27.8億元" }, { "text": "此次处分利益约13.3亿元，预计在第四季认列。", "state": "opencc", "quote": "實際處分利益約13.3億元，預計第四季認列" }, { "text": "華紙出售后将短期回租部分厂房，预计持续生产至明年1月31日。", "state": "opencc", "quote": "預計將持續生產至明年1月31日" }, { "text": "此次交易对象为关系人元太，价格参考专业估价报告采议价方式决定。", "state": "opencc", "quote": "元太為華紙的關係人，本案採議價方式，價格參考專業不動產估價師事務所出具的估價報告" }, { "text": "该厂房主要生产胶带产品，出售后预估影响约3%产能。", "state": "opencc", "quote": "該廠房主要生產膠帶相關產品，出售後預估將影響約3%的產能" } ], "companies": [ "華紙", "元太" ], "published_at": "2026-11-13T19:27:18+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661742", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874789, "anchor": "n3874789", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874789", "title": "凯基金前10月赚394亿元加计FVOCI股票对保留盈余贡献达996亿元", "title_state": "opencc", "summary": "凱基金控公布前10月财务数据，累计税后纯益394.11亿元，若加计FVOCI股票处分利益，对保留盈余贡献达996.68亿元创新高。旗下银行、证券及寿险业务内核动能稳健，凱基人壽新契约保费大幅成长，凱基證券获利显著提升。", "summary_state": "opencc", "facts": [ { "text": "凱基金控今年前10月累计税后纯益为394.11亿元，每股纯益2.29元。", "state": "opencc", "quote": "今年前10月累計稅後純益394.11億元，每股純益(EPS)2.29 元。" }, { "text": "加计FVOCI股票处分利益后，凱基金控前10月对保留盈余贡献达996.68亿元。", "state": "opencc", "quote": "加計稅後獲利，合計對保留盈餘貢獻達 996.68 億元，為歷史同期新高。" }, { "text": "凱基人壽前10月累计新契约保费收入达1,220亿元，较去年同期成长106%。", "state": "opencc", "quote": "今年前10月累計新契約保費收入達1,220億元，較去年同期成長106%，創2020年以來同期新高" }, { "text": "凱基證券前10月累计税后纯益达253.57亿元，较去年同期成长170%。", "state": "opencc", "quote": "今年前十月累計稅後純益達253.57億元，亦較去年同期大幅成長170%。" }, { "text": "凱基銀行前10月提存前净利较去年同期成长16%。", "state": "opencc", "quote": "累計前10月提存前淨利84.3億元，較去年同期成長16%。" } ], "companies": [ "凱基金控", "凱基銀行", "凱基證券", "凱基人壽" ], "published_at": "2026-11-13T19:26:18+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661803", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874790, "anchor": "n3874790", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874790", "title": "〈技嘉法说〉AI重点笔记2026/11/13", "title_state": "opencc", "summary": "技嘉科技公布2026年前三季财报，受惠AI Server需求强劲，营收与获利双双创历史新高，ROE达33%。公司订单能见度延伸至2027年底，并加速布局次世代运算平台与模块化数据中心解决方案。", "summary_state": "opencc", "facts": [ { "text": "2026年第三季合并营收达新台币1,547亿元，年增94.4%", "state": "opencc", "quote": "第三季合併營收達新台幣 1,547 億元，年增（YoY）94.4%" }, { "text": "2026年前三季累计EPS高达新台币30.52元，累计大赚三个股本", "state": "opencc", "quote": "前三季累計 EPS 高達 NT$ 30.52 元（年增 121.6%），累計大賺三個股本" }, { "text": "2026年前三季ROE创历史新高达33%", "state": "opencc", "quote": "ROE 由 2023 年的 13%、2024–2025 年的 23%，一路躍升至 2026 年前三季的 33% 歷史高點" }, { "text": "2026年前三季AI Server占整体产品组合高达78%", "state": "opencc", "quote": "其中 AI Server 佔整體產品組合已高達 78%" }, { "text": "技嘉获列为NVIDIA DSX Pod全球合作伙伴", "state": "opencc", "quote": "獲列 NVIDIA DSX Pod 全球合作夥伴" }, { "text": "2027年资本支出规划预估提升至40亿元新台币", "state": "opencc", "quote": "2027 年資本支出規劃預估提升至 40 億元新台幣" } ], "companies": [ "技嘉", "技嘉科技", "NVIDIA", "AMD", "Intel", "Hyperscaler", "Tier 2 CSP", "Neocloud", "Sovereign AI", "Enterprise" ], "published_at": "2026-11-13T19:20:02+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661797", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874791, "anchor": "n3874791", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874791", "title": "黄仁勋走了AI教主换谁当？陆行之点名「四巨头」有望接棒", "title_state": "opencc", "summary": "半导体分析师陆行之指出，輝達创办人黄仁勋因婚外情请辞，恐导致AI算力发展放缓。陆点名苏姿丰、布尔、陈福阳、马斯克为潜在接棒者，并担忧輝達面临供应链、基金规模及生态系竞争挑战。", "summary_state": "opencc", "facts": [ { "text": "輝達创办人黄仁勋因婚外情请辞首席执行官与总裁等职务。", "state": "opencc", "quote": "輝達(NVDA-US)創辦人黃仁勳因婚外情，請辭執行長與總裁等職務。" }, { "text": "半导体分析师陆行之认为輝達未来10年成长速度恐减缓。", "state": "opencc", "quote": "輝達未來 10 年的成長速度恐將從「上坡快走」減緩為「走緩坡」。" }, { "text": "陆行之点名AMD苏姿丰、Google布尔、博通陈福阳、马斯克为潜在接棒者。", "state": "opencc", "quote": "陸行之點名四大科技巨頭：AMD(AMD-US)執行長蘇姿丰、Google (GOOGL-US)共同創辦人布林(Sergey Brin)、博通(AVGO-US)執行長陳福陽(Hock Tan)，以及特斯拉(TSLA-US)與 SpaceX 創辦人馬斯克(Elon Musk)。" }, { "text": "陆行之提出輝達面临供应链与云端支持、算力基金规模、跨界生态系竞争三大隐忧。", "state": "opencc", "quote": "最後，陸行之針對失去黃仁勳的輝達提出三大隱憂與考驗：供應鏈與雲端支持...算力基金規模...跨界生態系競爭..." }, { "text": "马斯克可能延揽黄仁勋共同推动自研芯片。", "state": "opencc", "quote": "他補充說明，馬斯克未來甚至可能延攬黃仁勳共同推動自研晶片。" } ], "companies": [ "輝達", "NVDA-US", "Google", "AMD", "AMD-US", "博通", "AVGO-US", "特斯拉", "TSLA-US", "SpaceX" ], "published_at": "2026-11-13T19:19:47+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661801", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874792, "anchor": "n3874792", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874792", "title": "群创Q3每股赚0.96元连5季获利 Q4面板需求估持续趋缓", "title_state": "opencc", "summary": "群创公布2023年第三季财报，税后纯益76.91亿元，连续五季获利，展现稳健获利能力。第四季面板需求趋缓，预估商用显示器营收季减15%至19%。", "summary_state": "opencc", "facts": [ { "text": "群创第三季税后纯益76.91亿元，季增69.73%、年增114倍，每股纯益0.96元", "state": "opencc", "quote": "稅後純益76.91億元，季增69.73%、年增114倍，每股純益0.96元" }, { "text": "群创第三季营收575.78亿元，季减9.61%、年减0.42%", "state": "opencc", "quote": "第三季營收575.78億元，季減9.61%、年減0.42%" }, { "text": "第四季商用显示器营收季减约15%至19%，消费性显示器营收季减低个位数百分比", "state": "opencc", "quote": "商用顯示器營收季減約15%至19%；消費性顯示器營收則季減低個位數百分比" } ], "companies": [ "群創(3481-TW)" ], "published_at": "2026-11-13T19:18:30+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661798", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874793, "anchor": "n3874793", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874793", "title": "【量大强涨股整理】輝達震撼弹！资金大逃亡？继GPU 【2465 麗臺】+122% 、【6150撼訊】+32% 资安【6112迈达特】+24%，下一波换谁表现?", "title_state": "opencc", "summary": "台股今日强势反弹，三大法人买超逾439亿元，外资与自营商由卖转买，投信连续24日买超。輝達股价重挫并传出首席执行官请辞消息，市场资金寻找替代投资标的。麗臺与撼訊因AI及高端显卡需求强劲，股价大幅上涨。台積電、鴻海及聯發科营收持续成长，AI产业长期趋势未变。", "summary_state": "opencc", "facts": [ { "text": "台股今日加权指数收在43675.12点，上涨583.25点，成交量9162.55亿元。", "state": "opencc", "quote": "加權指數今日開高走低，終場上漲 583.25 點，收在 43675.12 ，成交量 9162.55 億。" } ], "companies": [ "輝達", "AMD", "博通", "SMCI", "Nebius", "台積電", "鴻海", "聯發科", "麗臺", "撼訊" ], "published_at": "2026-11-13T19:18:05+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661792", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874794, "anchor": "n3874794", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874794", "title": "〈台币〉輝達震荡利空出尽外资回补288亿汇价翻红升5.1分站稳32.8元关卡", "title_state": "opencc", "summary": "受輝達利空出尽影响，外资回流台湾股市与汇市。外资转买超288.36亿元，新台币升值至32.838元，台股大涨583点，三大法人同步买超。", "summary_state": "opencc", "facts": [ { "text": "外资终结连11个交易日卖超并转为买超288.36亿元", "state": "opencc", "quote": "外資終結連11個交易日賣超並轉為買超288.36億元" }, { "text": "新台币兑美元汇率终场升值5.1分，收在32.838元", "state": "opencc", "quote": "終場以32.838元作收，升值5.1分" }, { "text": "台股加权指数盘中一度大涨近1400点，收在43675.12点", "state": "opencc", "quote": "加權指數盤中一度大漲近1400點...集中市場大漲583.25點，收在43675.12點" }, { "text": "台北与元太两大外汇经纪公司合计总成交量达31.17亿美元", "state": "opencc", "quote": "兩大外匯經紀公司合計總成交量達31.17億美元" }, { "text": "投信买超82.37亿元，达成连续24个交易日买超", "state": "opencc", "quote": "投信買超82.37億元，達成連續24個交易日買超" }, { "text": "自营商合计买超68.92亿元", "state": "opencc", "quote": "自營商合計買超68.92億元" } ], "companies": [ "輝達", "台北外匯經紀公司", "元太外匯經紀公司", "臺灣證券交易所" ], "published_at": "2026-11-13T19:17:14+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661763", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874795, "anchor": "n3874795", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874795", "title": "海洋科技营运中心揭牌赖清德：落实「科技护海」让产业更茁壮", "title_state": "opencc", "summary": "总统赖清德于13日出席高雄「国家海洋科技营运中心」揭牌，该中心将接管国海院调查船与船模实验室营运，以落实科技护海并强化国家安全与产业发展。", "summary_state": "opencc", "facts": [ { "text": "总统赖清德于13日前往高雄出席「国家海洋科技营运中心」揭牌仪式。", "state": "opencc", "quote": "總統賴清德今(13)日前往高雄出席「國家海洋科技營運中心揭牌」" }, { "text": "国家海洋科技营运中心将统筹海洋基础数据调查船及国家船模实验室的营运管理。", "state": "opencc", "quote": "未來中心將統籌海洋基礎資料調查船及國家船模實驗室的營運管理" }, { "text": "国海院曾于2026年8月见证100吨级与300吨级海洋基础数据调查船下水。", "state": "opencc", "quote": "今(2026)年8月他也來到高雄，見證國海院100噸級與300噸級海洋基礎資料調查船下水" }, { "text": "政府推动「第三期国家太空科技发展长程计划」以支持卫星与火箭自主研发。", "state": "opencc", "quote": "政府積極推動「第三期國家太空科技發展長程計畫」，支持衛星與火箭自主研發" }, { "text": "营运中心旨在提升海域态势感知与海洋治理韧性，落实「科技护海」。", "state": "opencc", "quote": "提升海域態勢感知與海洋治理韌性，落實「科技護海」" }, { "text": "台湾四面环海，海洋是经济发展、物资运输、生态环境及国家安全的重要命脉。", "state": "opencc", "quote": "台灣四面環海，海洋不僅帶領臺灣連結世界，更是經濟發展、物資運輸、生態環境及國家安全的重要命脈" }, { "text": "赖清德在2年前就职演说中提出「竞逐太空、探索海洋」的国家方向。", "state": "opencc", "quote": "他在2年前就職演說中提出「競逐太空、探索海洋」的國家方向" } ], "companies": [], "published_at": "2026-11-13T19:15:43+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661796", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874796, "anchor": "n3874796", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874796", "title": "〈技嘉法说〉AI服务器订单能见度直达2027年底明年资本支出增至40亿元扩产", "title_state": "opencc", "summary": "技嘉召开法说会，宣布AI服务器订单能见度达2027年底，并计划将2027年资本支出增至40亿元以扩充产能，预期获利成长将优于营收。", "summary_state": "opencc", "facts": [ { "text": "技嘉AI服务器订单能见度持续提高，成长动能可望延续至2027年底。", "state": "opencc", "quote": "李宜泰表示目前客戶對AI伺服器訂單需求非常強勁且能見度持續提高，成長動能可望一路延續至2027年底。" }, { "text": "技嘉2027年资本支出规划预估提高至40亿元新台币。", "state": "opencc", "quote": "2027年資本支出規劃則預估提高至40億元新台幣。" }, { "text": "技嘉预期2027年营业利益的成长幅度将优于营收成长幅度。", "state": "opencc", "quote": "預期2027年營業利益的成長幅度將優於營收成長幅度。" }, { "text": "技嘉2026年资本支出预计约为28至30亿元新台币。", "state": "opencc", "quote": "今年2026年資本支出預計約為28至30億元新台幣" }, { "text": "技嘉美国厂将作为提升北美市场在地供应弹性、加速客户认证及发挥当地交付效率的重要内核。", "state": "opencc", "quote": "美國廠隨著在地化生產能力成熟，將作為提升北美市場在地供應彈性、加速客戶認證及發揮當地交付效率的重要核心。" } ], "companies": [ "技嘉", "NVIDIA" ], "published_at": "2026-11-13T19:13:23+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661794", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874797, "anchor": "n3874797", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874797", "title": "〈技嘉法说〉Q3三率三升大赚逾1个股本前三季EPS 30.52元双创历史新高", "title_state": "opencc", "summary": "技嘉于13日法说会公布Q3财报，受惠AI服务器需求强劲，Q3与前三季营收、获利双创新高。前三季EPS达30.52元，AI服务器营收占比达78%，成为成长主力。", "summary_state": "opencc", "facts": [ { "text": "技嘉第三季营收为1,547.1亿元，年增94.4%", "state": "opencc", "quote": "技嘉第三季營收 1,547.1 億元，季增 7.3%，年增 94.4%" }, { "text": "技嘉前三季累计每股纯益(EPS)为30.52元，创历史新高", "state": "opencc", "quote": "前三季累計...每股純益 30.52 元" }, { "text": "技嘉今年前三季AI服务器占整体营收比重高达78%", "state": "opencc", "quote": "在技嘉今年前三季的產品組合當中，AI伺服器占整體營收比重已經高達78%" }, { "text": "技嘉今年前三季服务器业务营收突破3,100亿元，年增率超过100%", "state": "opencc", "quote": "今年前三季伺服器業務營收已經突破3,100億元，年增率超過100%" }, { "text": "技嘉第三季税后纯益为85.7亿元，年增180.5%", "state": "opencc", "quote": "稅後純益 85.7 億元，季增 29.7%，年增 180.5%" }, { "text": "技嘉拟配发2025年度每股现金股利12元", "state": "opencc", "quote": "繼2026年配發2025年度每股現金股利12元後" } ], "companies": [ "技嘉", "PC品牌技嘉" ], "published_at": "2026-11-13T19:10:03+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661724", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874798, "anchor": "n3874798", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874798", "title": "你昨天被洗下车了吗？台積電、富邦金、金像電⊕、德宏⊕、光聖⊕、華新科⊕", "title_state": "opencc", "summary": "台股受惠ASIC概念接棒与輝達利空钝化，强势反弹收红。外资买超回归，市场资金转向客制化AI芯片。Gartner预测AI基建支出长青，建议布局具订单能见度之优质个股。", "summary_state": "opencc", "facts": [ { "text": "台股终场收在43,675点，上涨583点。", "state": "opencc", "quote": "終場上漲583點，收在43,675點" }, { "text": "外资买超288.37亿元，终结连续11个交易日卖超。", "state": "opencc", "quote": "外資買超288.37億元，終結連續11個交易日賣超" }, { "text": "Gartner预测2027年全球AI基础建设支出将达2.4兆美元。", "state": "opencc", "quote": "根據Gartner最新預測，2027年全球AI基礎建設支出將達2.4兆美元" }, { "text": "輝達首席执行官黄仁勋已正式辞职，由财务长Colette Kress担任临时首席执行官。", "state": "opencc", "quote": "輝達執行長黃仁勳已正式辭職，並由財務長Colette Kress擔任臨時執行長" }, { "text": "ASIC概念股如聯發科、創意、世芯-KY等强势表态。", "state": "opencc", "quote": "聯發科(2454-TW)、創意(3443-TW)、世芯-KY(3661-TW)、智原(3035-TW)、晶心科(6533-TW)等ASIC概念股強勢表態" } ], "companies": [ "台積電", "富邦金", "金像電", "德宏", "光聖", "華新科", "聯發科", "創意", "世芯-KY", "智原", "晶心科", "輝達", "Google", "Amazon", "Meta", "建榮", "富喬", "博智", "穎崴", "精測", "奇鋐", "大世科", "驊宏資", "華經", "資通", "安碁資", "零壹", "東捷資訊", "鴻海", "倫元投顧" ], "published_at": "2026-11-13T19:07:27+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661772", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874446, "anchor": "n3874446", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874446", "title": "外資终止连11卖转288亿元加码主动式ETF及金融族群", "title_state": "opencc", "summary": "外資终止连11卖转买超288.37亿元，加码主动式ETF与金融股。大盘受电子权值与ASIC族群带动上涨，三大法人同日买超逾439亿元。", "summary_state": "opencc", "facts": [ { "text": "外資终止连续11个交易日卖超，转为买超288.37亿元。", "state": "opencc", "quote": "外資終止連續11個交易日賣超，轉買288.37億元" }, { "text": "外資买超主動統一升级50（00403A）5.9万张。", "state": "opencc", "quote": "買超00403A主動統一升級50 5.9萬張" }, { "text": "外資买超台新新光金2.8万张。", "state": "opencc", "quote": "買超台新新光金2.8萬張" }, { "text": "投信买超中信金1.5万张。", "state": "opencc", "quote": "投信今天買超中信金1.5萬張" }, { "text": "三大法人合计买超439.65亿元。", "state": "opencc", "quote": "三大法人合計買超439.65億元" } ], "companies": [ "外資", "投信", "自營商", "主動統一", "主動復華", "主動群益", "主動凱基", "台新新光金", "元大金", "凱基金", "玉山金", "聯電", "敬鵬", "長榮航", "華航", "台化", "群創", "大成鋼", "中鋼", "友達", "台玻", "仁寶", "南亞", "英業達", "元晶", "華新", "正隆", "中信金", "富邦金", "國泰金", "長榮", "長華", "健鼎", "兆豐金", "第一金", "永豐金", "鴻海", "光寶科", "台積電" ], "published_at": "2026-11-13T18:55:25+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661761", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874447, "anchor": "n3874447", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874447", "title": "市值蒸发逾1兆美元后谁在买辉达？散户单日近40万笔买单力挺限缩跌势", "title_state": "opencc", "summary": "辉达首席执行官黄仁勋因婚外情丑闻请辞，导致股价重挫且市值单周蒸发5,500亿美元。尽管散户大举买进近40万笔订单试图止跌，但华尔街分析师调降评等，市场焦点转向财报与Anthropic IPO。", "summary_state": "opencc", "facts": [ { "text": "辉达首席执行官黄仁勋因婚外情丑闻违反公司规范并请辞下台。", "state": "opencc", "quote": "航人勳已在周四請辭下台。...他曾與一名輝達女員工發生婚外情，已違反公司的商業行為準則與利益衝突規範。" }, { "text": "辉达股价周四终场下跌4.3%至每股166.19美元。", "state": "opencc", "quote": "輝達周四(12日)終場下跌4.3%至每股166.19美元" }, { "text": "富达投资平台客户周四对辉达下达394,818笔买单。", "state": "opencc", "quote": "富達投資(Fidelity Investments)的客戶截至美東時間中午，已對輝達下達394,818筆買單" }, { "text": "Baird Equity Research将辉达评等下修至「中立」，目标价降至200美元。", "state": "opencc", "quote": "Baird Equity Research分析師周三將輝達評等下修至「中立」，並將目標價大砍60%至每股200美元" }, { "text": "辉达本周市值累计蒸发5,500亿美元。", "state": "opencc", "quote": "這波下跌使輝達本周市值累計蒸發5,500億美元。" }, { "text": "散户周四开盘后半小时资金流入估达1.11亿美元，创历史新高。", "state": "opencc", "quote": "Vanda Research指出，周四開盤後的前半小時，散戶流入輝達的資金創下歷史新高，估達1.11億美元。" }, { "text": "Reddit WallStreetBets论坛中约60%和辉达有关的留言持负面看法。", "state": "opencc", "quote": "在Reddit熱門交易論壇WallStreetBets中，約60%和輝達有關的留言持負面看法。" } ], "companies": [ "輝達(NVDA-US)", "Vanda Research", "Nationwide Financial", "Argent資本管理公司", "富達投資(Fidelity Investments)", "超微(AMD-US)", "Nebius(NBIS-US)", "WallStreetBets", "Baird Equity Research", "Anthropic(ANT-US)" ], "published_at": "2026-11-13T18:50:04+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661598", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874448, "anchor": "n3874448", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874448", "title": "兆豐金前10月大赚343亿元改写新高 EPS达2.31元稳坐公股获利王", "title_state": "opencc", "summary": "兆豐金控公布前10月累计税后净利343.31亿元，EPS 2.31元，创同期新高。受惠银行内核业务与资本市场热络，非银行子公司获利大增68.21%，稳居公股获利王。", "summary_state": "opencc", "facts": [ { "text": "兆豐金控前10月累计税后净利达343.31亿元，年增12.80%", "state": "opencc", "quote": "前10月累計稅後淨利達343.31億元，年增12.80%" }, { "text": "兆豐金控前10月每股税后盈余(EPS)为2.31元", "state": "opencc", "quote": "每股稅後盈餘 (EPS) 為2.31元" }, { "text": "兆豐金控非银行子公司前10月获利成长68.21%", "state": "opencc", "quote": "非銀行子公司前10月獲利大增68.21%" }, { "text": "兆豐銀行前10月累计税后净利达268.53亿元，年增6.61%", "state": "opencc", "quote": "累計稅後淨利則達268.53億元，年增6.61%" }, { "text": "兆豐證券前10月累计税后净利43.67亿元，年增131.42%", "state": "opencc", "quote": "前10月累計稅後淨利仍高達43.67億元，年增率高達131.42%" }, { "text": "兆豐票券前10月累计税后净利26.94亿元，年增27.61%", "state": "opencc", "quote": "前10月累計稅後淨利26.94億元，年增27.61%" }, { "text": "兆豐產險前10月累计税后净利9亿元，年增14.23%", "state": "opencc", "quote": "前10月累計稅後淨利達9億元，年增14.23%" } ], "companies": [ "兆豐金控", "兆豐金", "兆豐銀行", "兆豐證券", "兆豐票券", "兆豐產險" ], "published_at": "2026-11-13T18:46:01+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661758", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874449, "anchor": "n3874449", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874449", "title": "飛捷前三季EPS8.65元赚赢过去任一年董座看好明年营运续成长", "title_state": "opencc", "summary": "工业电脑厂飛捷(6206-TW)公布第三季财报，前三季税后纯益12.37亿元，EPS达8.65元创纪录。董事长林大成看好支付集成产品订单强劲，预期明年营运续成长。", "summary_state": "opencc", "facts": [ { "text": "飛捷前三季累计税后纯益为12.37亿元，年增62.25%。", "state": "opencc", "quote": "累計前三季稅後純益12.37億元，年增62.25%" }, { "text": "飛捷前三季每股纯益(EPS)达到8.65元。", "state": "opencc", "quote": "每股純益8.65元" }, { "text": "飛捷第三季营收为17.44亿元，年增42.17%。", "state": "opencc", "quote": "飛捷第三季營收17.44億元，季減7.32%、年增42.17%" }, { "text": "飛捷第三季税后纯益为3.90亿元，年增74.24%。", "state": "opencc", "quote": "稅後純益3.90億元，季減20.26%、年增74.24%" }, { "text": "飛捷董事长林大成表示支付集成产品在手订单已超越今年全年的支付产品业绩。", "state": "opencc", "quote": "目前在手訂單已超越今年全年的支付產品業績" }, { "text": "飛捷今年成长主要由美洲市场带动，预计全年贡献逾五成营收。", "state": "opencc", "quote": "飛捷今年成長主要由美洲市場帶動，預計全年貢獻逾五成營收" } ], "companies": [ "飛捷", "6206-TW" ], "published_at": "2026-11-13T18:41:54+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661752", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874450, "anchor": "n3874450", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874450", "title": "后黄仁勋时代来临！44000点关前震荡，关键指针透露反弹才刚开始？", "title_state": "opencc", "summary": "輝達创办人黄仁勋卸任导致市场资金重新洗牌，非輝達阵营与ASIC概念股崛起。台股大盘在44,000点前量缩震荡，融资余额大减逾70亿显示筹码改善，台積電等先进制程龙头受惠，分析师建议通过ETF稳健布局修复行情。", "summary_state": "opencc", "facts": [ { "text": "輝達创办人黄仁勋宣布卸任首席执行官，引发市场资金重新定价。", "state": "opencc", "quote": "昨日輝達創辦人黃仁勳宣布卸任執行長，市場最大的消息面不確定性正式落地，資金迅速重新定價後黃仁勳時代的AI產業版圖" }, { "text": "非輝達阵营与客制化ASIC概念股因资金重新洗牌而强势崛起。", "state": "opencc", "quote": "帶動超微、Google及博通等非輝達陣營與客製化ASIC概念股強勢表態" }, { "text": "台股大盘最高来到44489点，终场收在43675点，上涨583点。", "state": "opencc", "quote": "今天台股盤中一度大漲近1400點，最高來到44489點，終場漲幅收斂，上漲583點，收在43675點" }, { "text": "市场融资余额再度减少超过70亿元，显示杠杆筹码持续清洗。", "state": "opencc", "quote": "昨天市場融資餘額再度減少超過70億元，先前過度擁擠的槓桿籌碼持續清洗" }, { "text": "聯發科股价上涨7.01%，显示非輝達阵营表现强劲。", "state": "opencc", "quote": "聯發科(2454-TW)上漲7.01%" }, { "text": "台積電收在2350元，反映先进制程龙头地位稳固。", "state": "opencc", "quote": "其中台積電(2330-TW)收在2350元" }, { "text": "台股成交值为9162亿元，量能与月平均量水准相近。", "state": "opencc", "quote": "成交值9162億元...並沒有出現異常失控的放量賣壓" } ], "companies": [ "輝達", "超微", "Google", "博通", "台積電", "聯發科", "凱旭投顧" ], "published_at": "2026-11-13T18:31:11+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661743", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874451, "anchor": "n3874451", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874451", "title": "網家连亏15季拓展跨场景服务令B2C本业亏损收敛", "title_state": "opencc", "summary": "網家公布第三季财报，单季亏损7570万元但亏损收敛，累计前三季营业利益转盈至1.87亿元。受惠AI与新品效应，3C营收成长，金融科技部门表现亮眼并申请赴日上市。", "summary_state": "opencc", "facts": [ { "text": "網家第三季单季税后亏损7570万元，每股亏损0.37元，连续亏损15个季度。", "state": "opencc", "quote": "單季稅後虧損7570萬元，每股虧損0.37元，連虧15個季度" }, { "text": "網家第三季合并营收为92.52亿元，年增8.4%。", "state": "opencc", "quote": "網家第三季合併營收92.52億元，年增8.4%" }, { "text": "網家第三季3C内核品类营收年增11.6%，受惠于AI应用需求及iPhone新机带动。", "state": "opencc", "quote": "3C核心品類營收年增11.6%，成為支撐B2C營收成長的重要動能" }, { "text": "網家金融科技部门第三季营收9.14亿元，年增54.8%。", "state": "opencc", "quote": "第三季金融科技部門營收9.14億元，年增54.8%" }, { "text": "網家旗下二十一世紀金融科技株式會社向日本東京證券交易所Growth市场递交股票上市申请。", "state": "opencc", "quote": "二十一世紀金融科技株式會社於今日正式向日本東京證券交易所Growth市場遞交股票上市申請" } ], "companies": [ "網家", "PChome 24h購物", "二十一世紀金融科技株式會社", "Payment For", "日本東京證券交易所" ], "published_at": "2026-11-13T18:25:50+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661740", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874452, "anchor": "n3874452", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874452", "title": "台股轧空行情再起！AI不是泡沫，而是资金重新洗牌的开始", "title_state": "opencc", "summary": "台股历经修正后强势反攻，受国安基金护盘与限空令影响形成轧空行情。AI供应链基本面稳健，聯發科、世芯-KY等高弹性个股领涨，建议投资人控制风险并等待布局时机。", "summary_state": "opencc", "facts": [ { "text": "台股近期短线累积涨幅已超过6,000点，展现惊人韧性。", "state": "opencc", "quote": "即使短線累積漲幅已超過6,000點，市場仍展現驚人的韌性。" }, { "text": "世芯-KY在近期六个交易日的反弹中上涨51.6%。", "state": "opencc", "quote": "以近期六個交易日的反彈表現觀察，世芯-KY上漲51.6%" }, { "text": "聯發科在近期六个交易日的反弹中上涨约35.9%。", "state": "opencc", "quote": "聯發科上漲約35.9%" }, { "text": "00631L在近期反弹中反弹约35%。", "state": "opencc", "quote": "00631L也反彈約35%" }, { "text": "世芯-KY的新项目预计自2027年开始贡献营运。", "state": "opencc", "quote": "新專案預計自2027年開始貢獻營運" }, { "text": "鴻海第三季获利表现亮眼，AI服务器与机柜业务持续放量。", "state": "opencc", "quote": "鴻海第三季獲利表現亮眼，AI伺服器與機櫃業務持續放量" }, { "text": "国安基金进场护盘与限空令持续实施是行情翻转的关键。", "state": "opencc", "quote": "關鍵除了國安基金進場護盤，限空令持續實施，也讓空方回補壓力逐漸升高" } ], "companies": [ "輝達", "NVIDIA", "台積電", "聯發科", "世芯-KY", "智原", "創意", "金居", "鴻海" ], "published_at": "2026-11-13T18:13:17+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661735", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874453, "anchor": "n3874453", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874453", "title": "双A撑场且汇率有利晶技10月税前盈余探48个月高前10月每股赚7元", "title_state": "opencc", "summary": "晶技公布2026年10月税前盈余3.02亿元创48个月新高，受惠AI与车用需求及汇率优势，预期全年营收达157亿元创纪录。", "summary_state": "opencc", "facts": [ { "text": "晶技2026年10月营收为13.73亿元，税前盈余达3.02亿元。", "state": "opencc", "quote": "2026年10月營收13.73億元，稅前盈餘達3.02億元" }, { "text": "晶技2026年10月税前盈余创下2022年10月以来的48个月新高。", "state": "opencc", "quote": "改寫2022年10以來的48個月單稅前盈餘新高" }, { "text": "晶技2026年1-10月累计税前盈余为23.78亿元，每股税前赚7元。", "state": "opencc", "quote": "2026年1-10月稅前盈餘23.78億元，年增32.2%，每股稅前賺7元" }, { "text": "晶技服务器、光通信及光模块应用的石英震荡器营收比重已攀升至14%至15%。", "state": "opencc", "quote": "在伺服器、光通訊及光模組應用的石英震盪器營收比重已攀升至14%至15%" }, { "text": "晶技2026年车用营收占比预估提升至28%，AI应用占比提高至16%。", "state": "opencc", "quote": "2026年預估提升至28%...AI應用則由去年的11%提高至目前的16%" }, { "text": "晶技预期2026年全年营收有望达157亿元，改写历史新高。", "state": "opencc", "quote": "依此推估，全年營收有望達157億元，改寫歷史新高" }, { "text": "晶技采购的扩产设备预计自第四季起陆续投入营运。", "state": "opencc", "quote": "晶技採購的擴產設備預計自第四季起陸續投入營運" } ], "companies": [ "晶技", "晶技(3042-TW)" ], "published_at": "2026-11-13T18:12:29+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661736", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874454, "anchor": "n3874454", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874454", "title": "索马鲁肽眼疾风险冲上热搜专家提六大禁用族群", "title_state": "opencc", "summary": "FDA发布安全通告，指出GLP-1受体促效剂（如索马鲁肽）可能增加非动脉性前部缺血性视神经病变（NAION）风险。专家警告滥用危害，并列出六类禁用族群，呼吁民众通过正规医疗管道用药。", "summary_state": "opencc", "facts": [ { "text": "FDA警告GLP-1受体促效剂类药物可能增加非动脉性前部缺血性视神经病变（NAION）风险。", "state": "opencc", "quote": "據美國食品藥物管理局（FDA）發布的安全通告指出，使用 GLP-1 受體促效劑類藥物可能增加罹患「非動脈性前部缺血性視神經病變」（NAION）之風險。" }, { "text": "药物组的NAION发生率为每10万人年6.4例，高于对照组的3.8例。", "state": "opencc", "quote": "FDA 彙整 126 項臨床試驗分析顯示，藥物組的 NAION 發生率為每 10 萬人年 6.4 例，高於對照組的 3.8 例" }, { "text": "该类药物不良反应率达84.1%，常见症状包含肠胃炎、腹痛腹胀。", "state": "opencc", "quote": "臨床數據顯示，該類藥物不良反應率達 84.1%，常見如腸胃炎、腹痛腹脹" }, { "text": "75岁以上长者因胃肠道功能减退，难以耐受不良反应，属于禁用族群。", "state": "opencc", "quote": "75 歲以上長者（胃腸道功能減退，難以耐受不良反應）" }, { "text": "甲状腺高风险结节者用药前须经超音波与血清降钙素检测排除甲状腺髓样癌。", "state": "opencc", "quote": "甲狀腺高風險結節者（用藥前須經超音波與血清降鈣素檢測排除甲狀腺髓樣癌）。" }, { "text": "酗酒且无法戒酒者因增加胰脏炎复发风险，被列为禁用族群。", "state": "opencc", "quote": "酗酒且無法戒酒者（增加胰臟炎復發風險）" }, { "text": "18岁以下儿童及青少年因未获批减重适应症，严禁使用此类药物。", "state": "opencc", "quote": "18 歲以下兒童及青少年（未獲批減重適應症）" } ], "companies": [], "published_at": "2026-11-13T18:10:04+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661596", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874455, "anchor": "n3874455", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874455", "title": "六倍抢购！史上最大IPO蓄势待发 Anthropic路演火热这场AI盛宴谁能分到一杯羹？", "title_state": "opencc", "summary": "AI巨头Anthropic宣布将于18日进行IPO定价，股票代码为ANT。本次IPO公开发行与私募合计最高募资904亿美元，估值约1.4兆美元，已获六倍超额认购，由机构投资人主导。", "summary_state": "opencc", "facts": [ { "text": "Anthropic宣布下周三(18日)进行IPO定价，并自隔天开始以股票代码「ANT」进行交易。", "state": "opencc", "quote": "AI巨頭Anthropic週四(12日)宣布下週三(18日)進行IPO定價，並自隔天開始以股票代碼「ANT」進行交易。" }, { "text": "Anthropic公开发行约8.25亿股，按区间上限计算，公开募资643.5亿美元。", "state": "opencc", "quote": "公開發行約8.25億股，按區間上限計算，公開募資643.5億美元" }, { "text": "私募配售对象包括超微、博通、谷歌、微軟、輝達、邁威爾及台積電等科技巨头，募资260亿美元。", "state": "opencc", "quote": "私募配售對象包括超微、博通、谷歌、微軟、輝達、邁威爾及台積電等科技巨頭，募資260億美元" }, { "text": "Anthropic的公司完全稀释估值约1.4兆美元。", "state": "opencc", "quote": "公司完全稀釋估值約1.4兆美元" }, { "text": "本次IPO已获得约六倍超额认购。", "state": "opencc", "quote": "本次IPO已獲得約六倍超額認購" }, { "text": "高盛与摩根士丹利担任主要承销商，另有20家银行参与。", "state": "opencc", "quote": "高盛與摩根士丹利擔任主要承銷商，另有20家銀行參與。" }, { "text": "拟以每股70至78美元发行股票。", "state": "opencc", "quote": "擬以每股70至78美元發行股票" } ], "companies": [ "Anthropic", "高盛", "摩根士丹利", "超微", "博通", "谷歌", "微軟", "輝達", "邁威爾", "台積電", "SpaceX", "美國證交會" ], "published_at": "2026-11-13T18:10:03+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661244", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874159, "anchor": "n3874159", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874159", "title": "台驊看黄仁勋事件不太影响海空运淡季运价修正船公司「还是赚翻」", "title_state": "opencc", "summary": "台驊总经理颜益财表示，农历年前赶货潮后进入淡季，运价缓降但船公司获利佳。黄仁勋事件利空出尽，AI长期利多不变，美国通膨明年第二季或反转。", "summary_state": "opencc", "facts": [ { "text": "台驊总经理颜益财指出，近期处传统淡季，运价缓降，但船公司获利依然丰厚。", "state": "opencc", "quote": "近期處傳統淡季，運價緩降，「船公司還是賺翻」" }, { "text": "对于黄仁勋下台事件，台驊认为利空已经出尽，长期对空运影响不大。", "state": "opencc", "quote": "對於黃仁勳事件，則認為「應已經利空出盡」...長期來看黃仁勳下台對空運來講影響不大" }, { "text": "黄仁勋下台令AI供应链股价波动大，但市场认为利空出尽，担心的是后续个人刑责问题。", "state": "opencc", "quote": "黃仁勳下台是大事情，令AI供應鏈股價波動大...不過對市場而言「應該是利空出盡」，怕的是後續個人刑責問題" }, { "text": "美国中期选举后通膨压力重，升息在行，但明年第二季可能因大选及油价下跌而反转。", "state": "opencc", "quote": "美國期中選舉後有很大變化，目前看起來通膨壓力重，升息勢必在行，但明年第二季可能會反轉" }, { "text": "整体AI潮流发展下，台湾、韩国和日本都迎来长期利多。", "state": "opencc", "quote": "整體AI潮流發展下，包括台灣、韓國和日本都還是迎來長期利多" } ], "companies": [ "台驊", "台驊(2636-TW)" ], "published_at": "2026-11-13T18:04:08+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661725", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874160, "anchor": "n3874160", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874160", "title": "贸联Q3纯益季增44%每股赚21.83元创高前三季EPS48.77元超车去年全年", "title_state": "opencc", "summary": "连接线大厂貿聯-KY公布2023年第三季及前三季财报，第三季税后纯益及每股纯益创历史新高，前三季累计纯益超越去年全年。AI数据中心及半导体设备需求推升营收与获利，Interplex合并效益显著。", "summary_state": "opencc", "facts": [ { "text": "第三季税后纯益42.93亿元，季增44%、年增63.33%、每股纯益21.83元，创单季历史新高", "state": "opencc", "quote": "稅後純益42.93億元，季增44%、年增63.33%、每股純益21.83元，創單季歷史新高" }, { "text": "前三季税后纯益95.49亿元，年增52.41%、每股纯益48.77元，创同期历史新高并超越去年全年", "state": "opencc", "quote": "累計前三季稅後純益95.49億元，年增52.41%、每股純益48.77元，創同期歷史新高，並超越去年全年" }, { "text": "半导体设备业务第三季营收季增11%、年增70%，创新高", "state": "opencc", "quote": "半導體設備業務持續強勁成長，營收再創新高，季增11%、年增70%" } ], "companies": [ "貿聯-KY", "Interplex", "墨西哥PAS" ], "published_at": "2026-11-13T17:59:49+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661719", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874161, "anchor": "n3874161", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874161", "title": "〈港股盘后〉 AI与科技硬件股重挫科指跌3% 恒指挫1.55%", "title_state": "opencc", "summary": "港股13日全线收跌，科指跌3%主因輝達CEO辞职风波引发AI股抛售，石油与银行等高股息股逆势上涨。", "summary_state": "opencc", "facts": [ { "text": "恒生科技指数于13日收盘时下跌3.02%，报3813.19点。", "state": "opencc", "quote": "恒生科技指數大跌118.74點或3.02%，報3813.19點" }, { "text": "大模型概念股智譜股价急泻10.04%。", "state": "opencc", "quote": "大模型概念股智譜急瀉10.04%" }, { "text": "PCB概念股勝宏科技股价大跌13.46%。", "state": "opencc", "quote": "PCB概念股勝宏科技大跌13.46%" }, { "text": "受輝達首席执行官黄仁勋辞职人事风波冲击，市场风险偏好回落。", "state": "opencc", "quote": "受輝達執行長黃仁勳辭職人事風波衝擊，市場對算力硬體與AI生態的風險偏好顯著回落" }, { "text": "聯想集團股价大跌6.33%。", "state": "opencc", "quote": "聯想集團大跌6.33%" }, { "text": "中石化煉化工程股价上扬3.41%。", "state": "opencc", "quote": "中石化煉化工程上揚3.41%" }, { "text": "徽商銀行股价上升2.63%。", "state": "opencc", "quote": "徽商銀行升2.63%" } ], "companies": [ "智譜", "勝宏科技", "中際旭創", "建滔積層板", "長飛光纖光纜", "聯想集團", "小米集團", "阿里巴巴", "騰訊控股", "中石化煉化工程", "中國石油股份", "中國石油化工股份", "徽商銀行", "青島銀行", "農業銀行", "工商銀行", "潼關黃金", "國星宇航", "輝達" ], "published_at": "2026-11-13T17:48:27+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661722", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874162, "anchor": "n3874162", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874162", "title": "〈陆股盘后〉创业板指领跌沪指连二跌周线转跌0.41%", "title_state": "opencc", "summary": "中国A股三大指数周五齐步收黑，创业板指领跌，上证指数周线转跌。AI硬件板块承压下挫，银行、白酒及影视股逆势上涨。沪深两市成交额缩减，银河证券建议关注业绩兑现标的。", "summary_state": "opencc", "facts": [ { "text": "上证指数周五收报3634.35点，周线累跌0.41%", "state": "opencc", "quote": "滬指周五收報3634.35點，跌0.59%，周線累跌0.41%" }, { "text": "创业板指本周跌1.59%，收低3.32%至2426.08点", "state": "opencc", "quote": "創業板指收低3.32%至2426.08點，本周跌1.59%" }, { "text": "沪深两市成交额人民币1兆6557亿元，较前一交易日减少2763亿元", "state": "opencc", "quote": "滬深兩市成交額人民幣1兆6557億元，較前一交易日1兆9320億元減少2763億元" }, { "text": "电子零件类股集体回调，景旺電子、華正新材等多股跌停", "state": "opencc", "quote": "電子零件類股集體回調，景旺電子、華正新材、生益科技、東山精密等多股跌停" }, { "text": "影视族群全天维持强势，幸福藍海、橫店影視等涨停", "state": "opencc", "quote": "影視族群全天維持強勢，幸福藍海、橫店影視、金逸影視、中國電影漲停" }, { "text": "银河证券建议关注内存与先进封装、PCB/CCL/MLCC以及国产设备", "state": "opencc", "quote": "建議關注記憶體與先進封裝、PCB/CCL/MLCC以及國產設備、材料與算力晶片" }, { "text": "沪深两市及北交所共764档个股上涨，4746档下跌", "state": "opencc", "quote": "根據Wind統計數據，滬深兩市及北交所共764檔個股上漲，4746檔下跌" } ], "companies": [ "聯訊儀器", "炬光科技", "源傑科技", "中石科技", "景旺電子", "華正新材", "生益科技", "東山精密", "科翔股", "勝宏科技", "青島銀行", "江蘇銀行", "南京銀行", "幸福藍海", "橫店影視", "金逸影視", "中國電影", "儒意電影", "博納影業", "光線傳媒", "中國銀河證券", "Wind", "大智慧VIP" ], "published_at": "2026-11-13T17:30:05+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661653", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874163, "anchor": "n3874163", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874163", "title": "能率創新营运转佳Q3维持获利前3季每股赚0.63元", "title_state": "opencc", "summary": "能率創新(5392-TW)发布2026年第三季财报，单季税后纯益4,284万元，前三季累计获利1.13亿元实现由亏转盈。公司强调营运体质改善，子公司切入机器人市场并放量出货，集团布局进入收成期。", "summary_state": "opencc", "facts": [ { "text": "能率創新2026年第三季税后纯益为4,284万元，每股纯益0.23元。", "state": "opencc", "quote": "2026年第三季稅後純益4284萬元...每股純益0.23元" }, { "text": "能率創新2026年1-3季税后纯益1.13亿元，每股纯益0.63元，较去年同期由亏转盈。", "state": "opencc", "quote": "2026年1-3季稅後純益1.13億元，較去年同期由虧轉，每股純益0.63元" }, { "text": "能率創新2026年第三季营收23.91亿元，毛利率15.64%。", "state": "opencc", "quote": "能率創新2026年第三季營收23.91億元，毛利率15.64%" }, { "text": "子公司能率網通旗下深圳禮興取得大陆知名机器人业者订单并于2026年放量出货。", "state": "opencc", "quote": "取得大陸知名機器人業者訂單並於今(2026)年放量出貨" }, { "text": "关系企业佳能企業2026年前3季每股纯益2.55元，1-10月营收达104.83亿元。", "state": "opencc", "quote": "關係企業佳能企業(2374-TW)2026年前3季每股純益 2.55元...1-10月營收突破百億元大關達104.83億元" }, { "text": "能率創新2026年1-9月营收68.42亿元，毛利率15%。", "state": "opencc", "quote": "能率創新2026年1-9月營收68.42億元，毛利率15%" } ], "companies": [ "能率創新", "能率網通", "深圳禮興", "Canon", "佳能企業" ], "published_at": "2026-11-13T17:22:22+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661709", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874164, "anchor": "n3874164", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874164", "title": "SemiAnalysis：当Nvidia失去黄仁勋将面对三大内核风险", "title_state": "opencc", "summary": "辉达创办人黄仁勋因伦理调查与芯片走私压力离任，财务长克雷斯暂代。SemiAnalysis分析指出，辉达面临技术决策放缓、供应链优势削弱及开源生态系受创三大风险。", "summary_state": "opencc", "facts": [ { "text": "辉达创办人黄仁勋离任，财务长克雷斯暂代首席执行官。", "state": "opencc", "quote": "掌舵輝達(NVDA-US)長達 33 年的創辦人黃仁勳離任...目前輝達指定財務長克雷斯(Colette Kress)暫代執行長並尋找接班人。" }, { "text": "超过1.5GW的辉达受限AI芯片已走私流入中国。", "state": "opencc", "quote": "根據 SemiAnalysis 數據，已有超過 1.5GW 的輝達受限 AI 晶片走私流入中國。" }, { "text": "美超微电脑前销售副总裁Wally Liaw涉嫌将25亿美元服务器售予东南亚，其中5.1亿美元芯片转运中国。", "state": "opencc", "quote": "起訴書揭露，美超微電腦(Supermicro)前銷售副總裁 Wally Liaw 等人涉嫌將 25 億美元伺服器售予東南亞，其中 5.1 億美元晶片轉運中國" }, { "text": "台湾基隆地检署查获辉达台湾资深经理张登隆等9人涉案，将74台B300服务器走私至中国。", "state": "opencc", "quote": "台灣基隆地檢署查獲輝達台灣資深經理張登隆等 9 人涉案，將 130 台 B300 伺服器中的 74 台走私至中國。" }, { "text": "黄仁勋以低于市价锁定SK海力士HBM4每Gb 3.0-3.3美元及台積電CoWoS先进封装产能。", "state": "opencc", "quote": "黃仁勳憑藉個人魅力以低於市價鎖定 SK 海力士高頻寬記憶體(HBM4 每 Gb 3.0-3.3 美元，優於競業 3.7-4.1 美元)及台積電 CoWoS 先進封裝產能。" }, { "text": "辉达通过5,300亿美元表外融资担保计划背书新兴云端购买GPU。", "state": "opencc", "quote": "輝達過去透過 5,300 億美元表外融資擔保計畫(Backstop Program)背書新興雲端購買 GPU" }, { "text": "预计至2028年将有超过70%产能流向AMD、博通、Google等对手。", "state": "opencc", "quote": "預估至 2028 年將有超過 70% 產能流向 AMD、博通、Google 等對手。" } ], "companies": [ "輝達(NVDA-US)", "SemiAnalysis", "美超微電腦(Supermicro)", "SK海力士", "台積電", "AMD", "博通", "Google", "華為" ], "published_at": "2026-11-13T17:20:04+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6661650", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874420, "anchor": "n3874420", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874420", "title": "【特力】本公司取得不动产使用权资产", "title_state": "opencc", "summary": "特力（2908）于民国115年11月12日经董事会决议，向孙公司AVIDA Co., Ltd.取得位于越南胡志明市之办公大楼使用权资产，以满足营运需求。", "summary_state": "opencc", "facts": [ { "text": "特力于民国115年11月12日经董事会通过取得不动产使用权资产。", "state": "opencc", "quote": "事實發生日:115/11/12~115/11/12...董事會通過日期: 民國115年11月12日" }, { "text": "交易标的位于越南胡志明市第7郡新富坊阮克远路6号The Capital Tower 6-7楼。", "state": "opencc", "quote": "標的物之名稱及性質...The Capital Tower, 6~7th floor, 6 Nguyen Khac Vien, Tan Phu Ward, Dist. 7, HCMC, Vietnam" }, { "text": "交易相对人为AVIDA Co., Ltd.，系特力之孙公司。", "state": "opencc", "quote": "交易相對人: AVIDA Co., Ltd. 與公司之關係:本公司之孫公司" }, { "text": "建物租赁面积为961平方公尺，折合290.68坪。", "state": "opencc", "quote": "交易單位數量：建物租賃面積：961平方公尺，折合290.68坪" }, { "text": "每月租金为VND398,200,000(含税)，相当于新台币517,660元。", "state": "opencc", "quote": "每月租金:VND398,200,000(含稅)(新台幣517,660元)" }, { "text": "本次交易取得使用权资产金额为新台币17,960,545元。", "state": "opencc", "quote": "交易總金額: 使用權資產新台幣17,960,545元" }, { "text": "租期自民国116年1月1日起至民国118年12月31日止。", "state": "opencc", "quote": "租期：116/1/1-118/12/31" } ], "companies": [ "特力", "AVIDA Co., Ltd." ], "published_at": "2026-11-12T22:05:26+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874416, "anchor": "n3874416", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874416", "title": "【如興】代子公司依公开发行公司资金贷与及背书保证处理准则第二十五条第一项第四款及证交所台证上一字第1140010625号函指示公告", "title_state": "opencc", "summary": "如興公告子公司常州穗滿國際貿易有限公司为兄弟公司常州東奧服裝有限公司提供502,640仟元背书保证，以满足集团资金调度需求。", "summary_state": "opencc", "facts": [ { "text": "如興子公司常州穗滿國際貿易有限公司对常州東奧服裝有限公司提供背书保证。", "state": "opencc", "quote": "被背書保證之: (1)公司名稱:常州東奧服裝有限公司 (2)與提供背書保證公司之關係:與提供保證常州穗滿國際貿易有限公司同為本公司直接及間接持有100%之子公司" }, { "text": "本次添加背书保证金额为502,640仟元。", "state": "opencc", "quote": "(5)本次新增背書保證之金額(仟元):502,640" }, { "text": "背书保证之目的为因应集团资金调度需要。", "state": "opencc", "quote": "(8)本次新增背書保證之原因:因應集團資金調度需要。" }, { "text": "被背书保证公司常州東奧服裝有限公司无提供担保品。", "state": "opencc", "quote": "3.被背書保證公司提供擔保品之: (1)內容:無 (2)價值(仟元):0" }, { "text": "截至事实发生日止，背书保证余额占公开发行公司最近期财务报表净值之比率为200.00%。", "state": "opencc", "quote": "8.迄事實發生日為止，A提供背書保證餘額占公開發行公司最近期財務報表淨值之比率:200.00" } ], "companies": [ "如興", "常州穗滿國際貿易有限公司", "常州東奧服裝有限公司" ], "published_at": "2026-11-12T20:59:08+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874415, "anchor": "n3874415", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874415", "title": "【如興】代子公司依公开发行公司资金贷与及背书保证处理准则第二十五条第一项第四款及证交所台证上一字第1140010625号函指示公告", "title_state": "opencc", "summary": "如興（4414）公告其子公司常州穗滿國際貿易有限公司对常州市東騰國際貿易有限公司添加背书保证48,800仟元，总余额达162,748仟元，旨在配合集团资金调度。", "summary_state": "opencc", "facts": [ { "text": "如興代子公司依公开发行公司资金贷与及背书保证处理准则第二十五条第一项第四款指示公告背书保证事宜。", "state": "opencc", "quote": "主旨 : 代子公司依公開發行公司資金貸與及背書保證處理準則第二十五條第一項第四款及證交所臺證上一字第1140010625號函指示公告" }, { "text": "被背书保证之公司为常州市東騰國際貿易有限公司。", "state": "opencc", "quote": "(1)公司名稱:常州市東騰國際貿易有限公司" }, { "text": "本次添加背书保证之金额为48,800仟元。", "state": "opencc", "quote": "(5)本次新增背書保證之金額(仟元):48,800" }, { "text": "迄事实发生日止背书保证余额为162,748仟元。", "state": "opencc", "quote": "(6)迄事實發生日止背書保證餘額(仟元):162,748" }, { "text": "被背书保证公司提供担保品之内容为无。", "state": "opencc", "quote": "(1)內容:無" }, { "text": "背书保证之总限额为17,017,060仟元。", "state": "opencc", "quote": "6.背書保證之總限額(仟元):17,017,060" }, { "text": "迄事实发生日为止，A提供背书保证余额占公开发行公司最近期财务报表净值之比率为200.00%。", "state": "opencc", "quote": "8.迄事實發生日為止，A提供背書保證餘額占公開發行公司最近期財務報表淨值之比率:200.00" } ], "companies": [ "如興", "常州穗滿國際貿易有限公司", "常州市東騰國際貿易有限公司" ], "published_at": "2026-11-12T20:58:50+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874414, "anchor": "n3874414", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874414", "title": "【如興】代子公司依公开发行公司资金贷与及背书保证处理准则第二十五条第一项第四款及证交所台证上一字第1140010625号函指示公告", "title_state": "opencc", "summary": "如興公司（4414）于115年11月12日公告，为因应集团资金调度需要，子公司常州穗滿國際貿易有限公司对同属100%持有之子公司J.D. United Trading Co.,Ltd.提供841,800仟元背书保证。目前背书保证余额累计达8,508,530仟元，占净值比率200%。", "summary_state": "opencc", "facts": [ { "text": "如興公司于115年11月12日公告子公司提供背书保证。", "state": "opencc", "quote": "事實發生日:115/11/12" }, { "text": "被背书保证之公司为J.D. United Trading Co.,Ltd.。", "state": "opencc", "quote": "(1)公司名稱:J.D. United Trading Co.,Ltd." }, { "text": "本次添加背书保证之金额为841,800仟元。", "state": "opencc", "quote": "(5)本次新增背書保證之金額(仟元):841,800" }, { "text": "背书保证之原因系因应集团资金调度需要。", "state": "opencc", "quote": "(8)本次新增背書保證之原因:因應集團資金調度需要。" }, { "text": "背书保证余额占公开发行公司最近期财务报表净值之比率为200.00%。", "state": "opencc", "quote": "8.迄事實發生日為止，A提供背書保證餘額占公開發行公司最近期財務報表淨值之比率:200.00" } ], "companies": [ "如興", "常州穗滿國際貿易有限公司", "J.D. United Trading Co.,Ltd." ], "published_at": "2026-11-12T20:58:33+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874413, "anchor": "n3874413", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874413", "title": "【如興】代子公司依公开发行公司资金贷与及背书保证处理准则第二十五条第一项第四款及证交所台证上一字第1140010625号函指示公告", "title_state": "opencc", "summary": "如興（4414）公告其子公司常州東奧服裝有限公司对J.D. United Trading Co.,Ltd.添加背书保证841,800仟元，总余额达866,200仟元，旨在因应集团资金调度需求。", "summary_state": "opencc", "facts": [ { "text": "如興公告代子公司依公开发行公司资金贷与及背书保证处理准则第二十五条第一项第四款及证交所台证上一字第1140010625号函指示公告。", "state": "opencc", "quote": "主旨 : 代子公司依公開發行公司資金貸與及背書保證處理準則第二十五條第一項第四款及證交所臺證上一字第1140010625號函指示公告" }, { "text": "被背书保证之公司为J.D. United Trading Co.,Ltd.，与提供背书保证常州東奧服裝有限公司为本公司直接及间接持有100%之子公司。", "state": "opencc", "quote": "(1)公司名稱:J.D. United Trading Co.,Ltd.(2)與提供背書保證公司之關係:與提供背書保證常州東奧服裝有限公司為本公司直接及間接持有100%之子公司" }, { "text": "本次添加背书保证之金额为841,800仟元，迄事实发生日止背书保证余额为866,200仟元。", "state": "opencc", "quote": "(5)本次新增背書保證之金額(仟元):841,800(6)迄事實發生日止背書保證餘額(仟元):866,200" }, { "text": "本次添加背书保证之原因为因应集团资金调度需要。", "state": "opencc", "quote": "(8)本次新增背書保證之原因:因應集團資金調度需要。" }, { "text": "被背书保证公司最近期财务报表资本为130仟元，累积盈亏金额为-1,250,570仟元。", "state": "opencc", "quote": "(1)資本(仟元):130(2)累積盈虧金額(仟元):-1,250,570" } ], "companies": [ "如興", "常州東奧服裝有限公司", "J.D. United Trading Co.,Ltd." ], "published_at": "2026-11-12T20:58:13+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874412, "anchor": "n3874412", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874412", "title": "【如興】代子公司依公开发行公司资金贷与及背书保证处理准则第二十五条第一项第四款及证交所台证上一字第1140010625号函指示公告", "title_state": "opencc", "summary": "如興公告其子公司常州东奥对另一子公司常州穗满进行背书保证，金额3.9亿元，旨在调节集团资金。此举使集团背书保证余额占净值比率达200%，属常规集团内部资金运用行为。", "summary_state": "opencc", "facts": [ { "text": "如興子公司常州東奧服裝有限公司对常州穗滿國際貿易有限公司添加背书保证390,400仟元。", "state": "opencc", "quote": "本次新增背書保證之金額(仟元):390,400" }, { "text": "被背书保证公司常州穗滿國際貿易有限公司与提供背书保证公司常州東奧服裝有限公司皆为如興直接及间接持有100%之子公司。", "state": "opencc", "quote": "與提供背書保證常州東奧服裝有限公司為本公司直接及間接持有100%之子公司" }, { "text": "截至115年11月12日，如興背书保证余额占最近期财务报表净值之比率为200.00%。", "state": "opencc", "quote": "迄事實發生日為止，A提供背書保證餘額占公開發行公司最近期財務報表淨值之比率:200.00" } ], "companies": [ "如興", "常州穗滿國際貿易有限公司", "常州東奧服裝有限公司" ], "published_at": "2026-11-12T20:57:53+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874398, "anchor": "n3874398", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874398", "title": "【如興】代子公司依公开发行公司资金贷与及背书保证处理准则第二十五条第一项第四款及证交所台证上一字第1140010625号函指示公告", "title_state": "opencc", "summary": "如興公告子公司常州东奥对南京兴奥提供136,640仟元背书保证，用于集团资金调度，占净值比率达200%。", "summary_state": "opencc", "facts": [ { "text": "如興于115年11月12日公告子公司提供背书保证。", "state": "opencc", "quote": "事實發生日:115/11/12" }, { "text": "被背书保证之公司为南京興奧貿易有限公司。", "state": "opencc", "quote": "(1)公司名稱:南京興奧貿易有限公司" }, { "text": "本次添加背书保证之金额为136,640仟元。", "state": "opencc", "quote": "(5)本次新增背書保證之金額(仟元):136,640" }, { "text": "背书保证之原因为因应集团资金调度需要。", "state": "opencc", "quote": "(8)本次新增背書保證之原因:因應集團資金調度需要。" }, { "text": "迄事实发生日为止，背书保证余额占净值比率为200.00%。", "state": "opencc", "quote": "8.迄事實發生日為止，A提供背書保證餘額占公開發行公司最近期財務報表淨值之比率:200.00" } ], "companies": [ "如興", "常州東奧服裝有限公司", "南京興奧貿易有限公司" ], "published_at": "2026-11-12T20:57:16+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874397, "anchor": "n3874397", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874397", "title": "【鴻海】公告本公司参与投资人说明会", "title_state": "opencc", "summary": "鴻海公告于115年11月13日至26日间，响应CLSA、Citi、台新證券及東吳證券之邀请，举办多场投资人说明会以说明营运状况。", "summary_state": "opencc", "facts": [ { "text": "鴻海于115年11月13日受CLSA邀请参加投资人会议并说明营运概况。", "state": "opencc", "quote": "115年11月13日受CLSA邀請參加投資人會議，說明本公司營運概況。" }, { "text": "鴻海于115年11月24日受Citi邀请参加投资人会议并说明营运概况。", "state": "opencc", "quote": "115年11月24日受Citi邀請參加投資人會議，說明本公司營運概況。" }, { "text": "鴻海于115年11月25日受台新證券邀请参加投资人会议并说明营运概况。", "state": "opencc", "quote": "115年11月25日受台新證券邀請參加投資人會議，說明本公司營運概況。" }, { "text": "鴻海于115年11月26日受東吳證券邀请参加投资人会议并说明营运概况。", "state": "opencc", "quote": "115年11月26日受東吳證券邀請參加投資人會議，說明本公司營運概況。" }, { "text": "本次法人说明会的时间定为上午10时00分。", "state": "opencc", "quote": "召開法人說明會之時間：10 時 00 分" } ], "companies": [ "鴻海", "CLSA", "Citi", "台新證券", "東吳證券" ], "published_at": "2026-11-12T20:05:52+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874396, "anchor": "n3874396", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874396", "title": "【中環】公告本公司取得有价证券", "title_state": "opencc", "summary": "中環公告取得順達科股票，总金额逾3亿元，持股占比低，属一般投资组合调整。", "summary_state": "opencc", "facts": [ { "text": "中環于115/10/2~115/11/12期间取得順達科普通股935仟股。", "state": "opencc", "quote": "交易日期:115/10/2~115/11/12...交易數量（仟股）：935" }, { "text": "本次交易总金额为312,310,349元。", "state": "opencc", "quote": "交易總金額（元）：312,310,349" }, { "text": "本次投资案由董事长核决。", "state": "opencc", "quote": "核決層級:董事長核決" }, { "text": "中環目前累积持有順達科80,000股，持股比例0.05%。", "state": "opencc", "quote": "持有餘額:80,000股...持股比例:0.05%" }, { "text": "本次投资目的为投资组合。", "state": "opencc", "quote": "取得或處分之具體目的:投資組合" } ], "companies": [ "中環", "順達科" ], "published_at": "2026-11-12T19:33:17+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874395, "anchor": "n3874395", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874395", "title": "【中環】公告本公司取得有价证券", "title_state": "opencc", "summary": "中環公告于115年11月间取得穩懋普通股650仟股，总金额约3.2亿元，持股占比0.05%，旨在优化投资组合。", "summary_state": "opencc", "facts": [ { "text": "中環于115年11月12日公告取得穩懋普通股。", "state": "opencc", "quote": "主旨 : 公告本公司取得有價證券...事實發生日: 1151112" }, { "text": "中環交易穩懋普通股的数量为650仟股。", "state": "opencc", "quote": "交易數量（仟股）：650" }, { "text": "中環取得穩懋股票的单价为491.93元。", "state": "opencc", "quote": "每單位價格（元）：491.93" }, { "text": "中環本次交易穩懋股票的总金额为319,757,063元。", "state": "opencc", "quote": "交易總金額（元）：319,757,063" }, { "text": "中環目前累积持有穩懋股票的持股比例为0.05%。", "state": "opencc", "quote": "持股比例:0.05%" }, { "text": "中環本次取得有价证券的目的是为了投资组合。", "state": "opencc", "quote": "取得或處分之具體目的: 投資組合" }, { "text": "中環本次交易由董事长核决。", "state": "opencc", "quote": "核決層級:董事長核決" } ], "companies": [ "中環", "穩懋" ], "published_at": "2026-11-12T19:28:37+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874394, "anchor": "n3874394", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874394", "title": "【中環】公告本公司取得有价证券", "title_state": "opencc", "summary": "中環公告取得聯亞股票，交易总额逾3.3亿元，持股比率达0.93%，属投资组合调整。", "summary_state": "opencc", "facts": [ { "text": "中環于115/11/5~115/11/12期间取得聯亞普通股165仟股", "state": "opencc", "quote": "交易數量（仟股）：165" }, { "text": "本次交易总金额为337,721,661元", "state": "opencc", "quote": "交易總金額（元）：337,721,661" }, { "text": "中環目前累积持有聯亞股票945,500股，持股比例0.93%", "state": "opencc", "quote": "持有餘額:945,500股、金額:2,401,042,466元持股比例:0.93%" }, { "text": "本次取得有价证券占中環总资产比例为87.97%", "state": "opencc", "quote": "占總資產比例:87.97%" } ], "companies": [ "中環", "聯亞" ], "published_at": "2026-11-12T19:22:54+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874234, "anchor": "n3874234", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874234", "title": "【長榮】代本公司之子公司Evergreen Marine (Asia) Pte. Ltd.公告购买新造货柜", "title_state": "opencc", "summary": "長榮公告子公司购买18,300只新造货柜，总金额不超过6,251万美元，向关系人议价采购供营业使用。", "summary_state": "opencc", "facts": [ { "text": "交易标的为18,300只货柜。", "state": "opencc", "quote": "交易數量：18,300只貨櫃" }, { "text": "交易总金额不超过USD 62,516,400。", "state": "opencc", "quote": "交易總金額：不超過USD 62,516,400" }, { "text": "交易相对人为Evergreen Heavy Industrial Corp. (Malaysia) Berhad。", "state": "opencc", "quote": "交易相對人及其與公司之關係... Evergreen Heavy Industrial Corp. (Malaysia) Berhad" }, { "text": "本次交易为关系人交易。", "state": "opencc", "quote": "本次交易為關係人交易:是" }, { "text": "交易决定方式为议价。", "state": "opencc", "quote": "交易決定方式：議價" } ], "companies": [ "長榮", "Evergreen Marine (Asia) Pte. Ltd.", "Evergreen Heavy Industrial Corp. (Malaysia) Berhad" ], "published_at": "2026-11-12T19:18:27+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874233, "anchor": "n3874233", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874233", "title": "【長榮】代本公司之子公司Evergreen Marine (Asia) Pte. Ltd.公告购买新造货柜", "title_state": "opencc", "summary": "長榮公告子公司Evergreen Marine (Asia) Pte. Ltd.于115年11月12日通过董事会决议，以不超过USD 32,320,000之金额，向非关系人之揚州日新通運物流裝備有限公司购买11,000只货柜，供营业使用。", "summary_state": "opencc", "facts": [ { "text": "交易数量为11,000只货柜", "state": "opencc", "quote": "交易數量：11,000只貨櫃" }, { "text": "交易总金额不超过USD 32,320,000", "state": "opencc", "quote": "交易總金額：不超過USD 32,320,000" }, { "text": "交易相对人为揚州日新通運物流裝備有限公司", "state": "opencc", "quote": "交易相對人及其與公司之關係...: 揚州日新通運物流裝備有限公司" }, { "text": "事实发生日期为民国115年11月12日", "state": "opencc", "quote": "事實發生日:115/11/12~115/11/12" }, { "text": "董事会通过日期为民国115年11月12日", "state": "opencc", "quote": "董事會通過日期: 民國115年11月12日" }, { "text": "监察人或审计委员会承认日期为民国115年11月12日", "state": "opencc", "quote": "監察人承認或審計委員會同意日期: 民國115年11月12日" }, { "text": "交易决定方式为议价", "state": "opencc", "quote": "交易決定方式：議價" }, { "text": "价格决定之参考依据为市价", "state": "opencc", "quote": "價格決定之參考依據：市價" } ], "companies": [ "長榮", "Evergreen Marine (Asia) Pte. Ltd.", "揚州日新通運物流裝備有限公司" ], "published_at": "2026-11-12T19:14:02+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874232, "anchor": "n3874232", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874232", "title": "【長榮】代本公司之子公司Evergreen Marine (Asia) Pte. Ltd.公告购买新造货柜", "title_state": "opencc", "summary": "長榮公告子公司Evergreen Marine (Asia) Pte. Ltd.于115年11月12日通过购买24,000只货柜，总金额不超76,442,000美元，供应商为新华昌集团，供营业使用。", "summary_state": "opencc", "facts": [ { "text": "交易数量为24,000只货柜", "state": "opencc", "quote": "交易數量：24,000只貨櫃" }, { "text": "交易总金额不超过USD 76,442,000", "state": "opencc", "quote": "交易總金額：不超過USD 76,442,000" }, { "text": "交易相对人为新華昌集團有限公司", "state": "opencc", "quote": "交易相對人及其與公司之關係...: 新華昌集團有限公司" }, { "text": "事实发生日为民国115年11月12日", "state": "opencc", "quote": "事實發生日:115/11/12~115/11/12" }, { "text": "本次交易为议价方式，价格决定之参考依据为市价", "state": "opencc", "quote": "交易決定方式：議價價格決定之參考依據：市價" } ], "companies": [ "長榮", "Evergreen Marine (Asia) Pte. Ltd.", "新華昌集團有限公司" ], "published_at": "2026-11-12T19:12:17+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874231, "anchor": "n3874231", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874231", "title": "【國泰金】代子公司國泰綜合證券公告更正取得使用权资产之用途", "title_state": "opencc", "summary": "國泰金控（2882）旗下子公司國泰綜合證券发布公告，更正其承租办公场所的使用权资产用途。原列为「信义简易分公司」的设施，现更名为「信义分公司」，此举旨在配合分公司业务发展需求。除名称变更外，其余公告内容维持不变，且该变动对公司整体财务与业务运作不产生任何影响。目前该分公司之正式设立仍需等待主管机关的最终核准。", "summary_state": "opencc", "facts": [ { "text": "國泰金控代子公司國泰綜合證券公告更正取得使用权资产之用途。", "state": "opencc", "quote": "主旨 : 代子公司國泰綜合證券公告更正取得使用權資產之用途" }, { "text": "國泰綜合證券向國泰人壽保險股份有限公司承租台北市信义区忠孝东路五段68号41楼A2室及停车位2个。", "state": "opencc", "quote": "國泰綜合證券向國泰人壽保險股份有限公司承租台北市信義區忠孝東路五段68號41樓A2室及停車位2個" }, { "text": "取得使用权资产之用途由「信义简易分公司」变更为「信义分公司」。", "state": "opencc", "quote": "爰更正原公告取得使用權資產之用途，由「信義簡易分公司」變更為「信義分公司」" }, { "text": "分公司设立尚待主管机关核准。", "state": "opencc", "quote": "分公司設立尚待主管機關核准。" } ], "companies": [ "國泰金", "國泰綜合證券", "國泰人壽保險股份有限公司" ], "published_at": "2026-11-12T19:11:16+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874230, "anchor": "n3874230", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874230", "title": "【國泰金】代子公司國泰綜合證券公告更正取得使用权资产之用途", "title_state": "opencc", "summary": "國泰金控子公司國泰綜合證券公告更正使用权资产用途，将原「信义简易分公司」改为「信义分公司」以配合业务发展，对财务无影响，但分公司设立仍需主管机关核准。", "summary_state": "opencc", "facts": [ { "text": "國泰綜合證券代子公司公告更正取得使用权资产之用途", "state": "opencc", "quote": "主旨 : 代子公司國泰綜合證券公告更正取得使用權資產之用途" }, { "text": "國泰綜合證券向國泰人壽保險股份有限公司承租台北市信义区忠孝东路五段68号广告招牌", "state": "opencc", "quote": "國泰綜合證券向國泰人壽保險股份有限公司承租台北市信義區忠孝東路五段68號廣告招牌1個" }, { "text": "使用权资产用途由信义简易分公司变更为信义分公司", "state": "opencc", "quote": "爰更正原公告取得使用權資產之用途，由「信義簡易分公司」變更為「信義分公司」" }, { "text": "此次变动对公司财务业务无影响", "state": "opencc", "quote": "變動後對公司財務業務之影響：無影響" }, { "text": "分公司设立尚待主管机关核准", "state": "opencc", "quote": "其他應敘明事項：分公司設立尚待主管機關核准。" } ], "companies": [ "國泰金", "國泰綜合證券", "國泰人壽保險股份有限公司" ], "published_at": "2026-11-12T19:10:32+09:00", "source_type": "twse", "source_name": "臺灣證券交易所", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文网址待补", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874637, "anchor": "n3874637", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874637", "title": "保瑞Q3营收64.53亿元创新高 EPS达4.79元季增9.9%-环球生技月刊", "title_state": "opencc", "summary": "保瑞藥業公布2026年第三季财报，单季合并营收达64.53亿元创新高，EPS为4.79元；CDMO业务新签约金额累计前三季达4.37亿美元创历史新高，整体营运受惠专科药品销售及加拿大、竹南厂区贡献。", "summary_state": "opencc", "facts": [ { "text": "单季合并营收达新台币64.53亿元", "state": "opencc", "quote": "單季合併營收達新台幣64.53億元" }, { "text": "每股盈余(EPS)达4.79元", "state": "opencc", "quote": "每股盈餘(EPS)達4.79元" }, { "text": "季增9.9%", "state": "opencc", "quote": "季增9.9%" }, { "text": "累计前三季新签约金额达4.37亿美元", "state": "opencc", "quote": "累計前三季新簽約金額達4.37億美元" }, { "text": "未来12个月在手订单金额达3.40亿美元", "state": "opencc", "quote": "未來12個月在手訂單金額達3.40億美元" } ], "companies": [ "保瑞藥業", "保瑞" ], "published_at": "2026-11-13T01:00:00+09:00", "source_type": "gbimonthly", "source_name": "環球生技月刊", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://news.gbimonthly.com/tw/invest/show.php?num=91426&range=news", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874696, "anchor": "n3874696", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hans-p4.html#n3874696", "title": "别让孩子冒险！防堵 RSV 认清 3 真相，给新生儿的专属预防 - Heho健康", "title_state": "opencc", "summary": "台北市自115年7月起推动RSV预防双轨公费补助政策，将长效型单株抗体纳入补助，让家长可选择该抗体或孕妇疫苗。", "summary_state": "opencc", "facts": [ { "text": "115年7月", "state": "opencc", "quote": "115年7月" } ], "companies": [], "published_at": "2026-11-13T18:13:44+09:00", "source_type": "heho", "source_name": "Heho健康", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "url": "https://heho.com.tw/archives/389193", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] } ] }