{ "edition": "20261113-18", "language": "zh-Hant", "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": "這裡一次整合 2 個國家／地區的新聞與公告：日本 1 個來源 191 條、台灣 6 個來源 163 條。每 180 分鐘一期，這期入庫的所有來源、每一條都列出，附原文網址。", "countries": [ { "code": "JP", "name": "日本", "items": 191, "sources": 1 }, { "code": "TW", "name": "台灣", "items": 163, "sources": 6 } ], "number_of_items": 54, "items": [ { "id": 3874251, "anchor": "n3874251", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874251", "title": "三鶯延伸八德線開工！友善連線攜手邁向2034新里程土城「一車直達」八德雙線轉乘30秒", "title_state": "source", "summary": "新北市長侯友宜與桃園市長張善政共同主持三鶯延伸八德線開工典禮，該線全長約4.03公里，設3站，目標2034年完工，實現北桃跨域捷運串聯。", "summary_state": "source", "facts": [ { "text": "三鶯延伸八德線地下段土建及全線機電系統於今（13）日舉行開工動土典禮。", "state": "source", "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": "三鶯延伸八德線全線位於桃園境內，長度約4.03公里。", "state": "source", "quote": "全線位於桃園境內、長度約4.03公里" }, { "text": "三鶯延伸八德線共設3座車站，包含2座高架車站及1座地下車站。", "state": "source", "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。", "state": "source", "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": "雙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。", "state": "source", "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": "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。", "state": "source", "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": "協助代辦和強路道路拓寬550公尺及6號生活圈道路新闢工程820公尺。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874780", "title": "浩鼎與諾華簽署ADC藥物合作暨授權協議簽約金3000萬美元將入袋", "title_state": "source", "summary": "浩鼎宣布與諾華簽署ADC藥物合作協議，獲3,000萬美元簽約金，雙方將共同開發次世代創新療法，展現浩鼎技術價值。", "summary_state": "source", "facts": [ { "text": "雙方將共同開發次世代ADC藥物", "state": "source", "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平台技術的全球獨家授權", "state": "source", "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": "浩鼎執行長為陳雅琪", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874781", "title": "字節跳動擬以4000億美元估值回購股份延後IPO時程", "title_state": "source", "summary": "TikTok母公司字節跳動宣布以4,000億美元估值回購60億美元股票，並將IPO時程延後至2030年。創辦人張一鳴強調AI戰略需長期主義，預計2029-2030年趕上前沿技術，並向AI員工發放3億股激勵。", "summary_state": "source", "facts": [ { "text": "字節跳動計畫以約4,000億美元估值回購高達60億美元股票。", "state": "source", "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": "字節跳動將IPO或外部股東賣回股權截止日期延長至2030年12月11日。", "state": "source", "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": "字節跳動將向AI部門員工發放總計3億股的股票激勵。", "state": "source", "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": "創辦人張一鳴表示趕上最前沿AI技術最快需到2029或2030年。", "state": "source", "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系列模型面臨預訓練資料集規模較小的瓶頸。", "state": "source", "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": "字節跳動已憑藉豆包聊天機器人及Seedance影片生成服務在AI領域取得進展。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874782", "title": "周線連五黑！受黃仁勳風波與升息預期拖累銅價將創近兩年最長跌勢", "title_state": "source", "summary": "受輝達執行長黃仁勳辭職風波及聯準會升息預期升溫拖累，銅價跌破每噸13500美元，創下近兩年來連續五週的最長跌勢紀錄。", "summary_state": "source", "facts": [ { "text": "銅價即將連續第五周收跌，創下近兩年來最長跌勢紀錄。", "state": "source", "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": "基準三個月期銅價格跌破每噸13500美元。", "state": "source", "quote": "基準的三個月期銅價格跌破每噸13500美元" }, { "text": "輝達執行長黃仁勳辭職，重創風險資產偏好。", "state": "source", "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": "高盛維持明年銅價均值每噸15400美元的估值。", "state": "source", "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": "紐約聯準銀行總裁威廉斯指出美國通膨仍過高，需採取更多行動抑制物價。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874783", "title": "存股族嗨翻！公股4金2銀前10月狂賺1440億年增2成全數超車去年全年", "title_state": "source", "summary": "公股四金二銀前10月累計獲利1440.69億元，年增近兩成並創同期新高，全數超越去年全年。兆豐金獲利居冠，華南金成長率最佳，但10月單月受股市波動拖累，整體獲利月減逾兩成。", "summary_state": "source", "facts": [ { "text": "公股四金二銀前10月累計獲利達1440.69億元，年增19.49%", "state": "source", "quote": "累計前10月合賺1440.69億元，年增19.49%" }, { "text": "兆豐金控前10月稅後淨利達343.31億元，穩居公股獲利王", "state": "source", "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月獲利年增26.85%，為公股四金中成長率最佳", "state": "source", "quote": "其中以華南金年增26.85%表現最佳" }, { "text": "10月單月公股四金二銀合計獲利95.57億元，月減27.51%", "state": "source", "quote": "單月合計獲利95.57億元、月減27.51%" }, { "text": "兆豐金控10月單月獲利因證券虧損月減59.13%", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874784", "title": "TEEMA產業鏈進軍波蘭電電公會攜手逾50家台廠媒合布局中東歐市場", "title_state": "source", "summary": "電電公會主辦的「2026年TEEMA科學園區產業日—波蘭」將於11月17日在華沙舉行，匯聚逾50家台灣ICT、工具機及電動車供應鏈業者，旨在透過技術展示與商務媒合，協助台廠拓展中東歐市場並爭取採購訂單。", "summary_state": "source", "facts": [ { "text": "電電公會將於11月17日在華沙舉辦「2026年TEEMA科學園區產業日—波蘭」活動。", "state": "source", "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": "此次活動將邀請逾50家具代表性的台灣廠商參與。", "state": "source", "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": "台灣參展企業包括鴻海科技集團、東元電機、環電、旭東機械等。", "state": "source", "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": "活動將展出AI資料中心機櫃、模組化資料中心、液冷技術及電動車動力系統等產品。", "state": "source", "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": "活動安排超過百場一對一商機媒合洽談。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874785", "title": "保瑞專科用藥全球市占目標提前達標 Q3獲利6億元季增1成", "title_state": "source", "summary": "保瑞公告第三季財報，稅後純益6.12億元季增1成，受惠專科用藥市占目標提前達標及CDMO廠區貢獻。累計前三季營收年增15.47%，但稅後純益受一次性因素影響年減逾五成。", "summary_state": "source", "facts": [ { "text": "保瑞第三季稅後純益為6.12億元，季增約1成。", "state": "source", "quote": "第三季稅後純益6.12億元，較第二季成長約1成" }, { "text": "保瑞第三季營收為64.53億元，季增9.6%，年增34.3%。", "state": "source", "quote": "保瑞第三季營收64.53億元，季增9.6%，年增34.3%" }, { "text": "保瑞累計今年前三季稅後純益11.94億元，年減54.94%。", "state": "source", "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累計新簽約金額達4.37億美元創新高。", "state": "source", "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": "保瑞專科及品牌藥營收較2025年平均單季水準成長22.4%。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874786", "title": "蘇姿丰持股約0.26% 沒有「超級投票權」誰掌握AMD換帥決定權？", "title_state": "source", "summary": "輝達黃仁勳請辭引發治理關注，文章對比超微蘇姿丰持股僅0.26%且無超級投票權，顯示其人事權歸屬董事會，而SpaceX馬斯克與Meta祖克柏則藉多重投票權掌控公司。", "summary_state": "source", "facts": [ { "text": "輝達共同創辦人黃仁勳於週四（12日）宣布請辭總裁、執行長及董事職務。", "state": "source", "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": "蘇姿丰個人實益持有超微約0.26%的股份，且沒有超級投票權。", "state": "source", "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": "輝達新任代理執行長為財務長克雷斯，首任董事會主席為資深董事瓊斯。", "state": "source", "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": "先鋒集團與貝萊德是超微主要大股東，實益持股比率分別為8.8%與7.7%。", "state": "source", "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": "馬斯克在SpaceX掌握B類股多數表決權，實質上可阻止自身免職案。", "state": "source", "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": "祖克柏透過持有Meta逾99%的B類股，掌握公司60.6%的總表決權。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874787", "title": "寶成前3季製鞋營收下滑、運動用品銷售上升每股純益達3.66元", "title_state": "source", "summary": "寶成工業(9904-TW)公布2026年前三季財報，稅後純益達107.74億元，年增80.6%，每股純益3.66元。營收微減0.5%至1876.71億元，製鞋業務衰退但運動用品業務增長，獲利大增主因南山人壽投資收益顯著提升。", "summary_state": "source", "facts": [ { "text": "寶成工業2026年1-9月稅後純益為107.74億元，每股純益為3.66元。", "state": "source", "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月總營收為1876.71億元，年減0.5%。", "state": "source", "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月製鞋業務營收為1292.86億元，年減2%。", "state": "source", "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月運動用品零售及批發業務營收為576.76億元，年增2.92%。", "state": "source", "quote": "前三季營收576.76億元，年增2.92%" }, { "text": "寶成工業認列南山人壽相關轉投資收益為75.54億元，較去年同期增加69.47億元。", "state": "source", "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月合併營業外淨收益為102.88億元，較去年同期增加53.18億元。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874788", "title": "華紙出售桃園觀音廠房與土地予元太處分利益約13.3億元Q4認列", "title_state": "source", "summary": "華紙(1905-TW)董事會通過將桃園觀音廠區土地及廠房出售給關係人元太(8069-TW)，交易總額27.8億元，處分利益13.3億元將於Q4認列。此舉旨在活化資產與強化財務結構，華紙將回租至明年1月，對產能影響僅3%。", "summary_state": "source", "facts": [ { "text": "華紙宣布將桃園觀音廠房與土地出售給元太，交易總金額約27.8億元。", "state": "source", "quote": "交易總金額約27.8億元" }, { "text": "此次處分利益約13.3億元，預計在第四季認列。", "state": "source", "quote": "實際處分利益約13.3億元，預計第四季認列" }, { "text": "華紙出售後將短期回租部分廠房，預計持續生產至明年1月31日。", "state": "source", "quote": "預計將持續生產至明年1月31日" }, { "text": "此次交易對象為關係人元太，價格參考專業估價報告採議價方式決定。", "state": "source", "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": "該廠房主要生產膠帶產品，出售後預估影響約3%產能。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874789", "title": "凱基金前10月賺394億元加計FVOCI股票對保留盈餘貢獻達996億元", "title_state": "source", "summary": "凱基金控公布前10月財務數據，累計稅後純益394.11億元，若加計FVOCI股票處分利益，對保留盈餘貢獻達996.68億元創新高。旗下銀行、證券及壽險業務核心動能穩健，凱基人壽新契約保費大幅成長，凱基證券獲利顯著提升。", "summary_state": "source", "facts": [ { "text": "凱基金控今年前10月累計稅後純益為394.11億元，每股純益2.29元。", "state": "source", "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": "加計FVOCI股票處分利益後，凱基金控前10月對保留盈餘貢獻達996.68億元。", "state": "source", "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月累計新契約保費收入達1,220億元，較去年同期成長106%。", "state": "source", "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月累計稅後純益達253.57億元，較去年同期成長170%。", "state": "source", "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月提存前淨利較去年同期成長16%。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874790", "title": "〈技嘉法說〉AI重點筆記2026/11/13", "title_state": "source", "summary": "技嘉科技公布2026年前三季財報，受惠AI Server需求強勁，營收與獲利雙雙創歷史新高，ROE達33%。公司訂單能見度延伸至2027年底，並加速佈局次世代運算平台與模組化資料中心解決方案。", "summary_state": "source", "facts": [ { "text": "2026年第三季合併營收達新台幣1,547億元，年增94.4%", "state": "source", "quote": "第三季合併營收達新台幣 1,547 億元，年增（YoY）94.4%" }, { "text": "2026年前三季累計EPS高達新台幣30.52元，累計大賺三個股本", "state": "source", "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創歷史新高達33%", "state": "source", "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佔整體產品組合高達78%", "state": "source", "quote": "其中 AI Server 佔整體產品組合已高達 78%" }, { "text": "技嘉獲列為NVIDIA DSX Pod全球合作夥伴", "state": "source", "quote": "獲列 NVIDIA DSX Pod 全球合作夥伴" }, { "text": "2027年資本支出規劃預估提升至40億元新台幣", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874791", "title": "黃仁勳走了AI教主換誰當？陸行之點名「四巨頭」有望接棒", "title_state": "source", "summary": "半導體分析師陸行之指出，輝達創辦人黃仁勳因婚外情請辭，恐導致AI算力發展放緩。陸點名蘇姿丰、布林、陳福陽、馬斯克為潛在接棒者，並擔憂輝達面臨供應鏈、基金規模及生態系競爭挑戰。", "summary_state": "source", "facts": [ { "text": "輝達創辦人黃仁勳因婚外情請辭執行長與總裁等職務。", "state": "source", "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": "半導體分析師陸行之認為輝達未來10年成長速度恐減緩。", "state": "source", "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": "陸行之點名AMD蘇姿丰、Google布林、博通陳福陽、馬斯克為潛在接棒者。", "state": "source", "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": "陸行之提出輝達面臨供應鏈與雲端支持、算力基金規模、跨界生態系競爭三大隱憂。", "state": "source", "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": "馬斯克可能延攬黃仁勳共同推動自研晶片。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874792", "title": "群創Q3每股賺0.96元連5季獲利 Q4面板需求估持續趨緩", "title_state": "source", "summary": "群創公布2023年第三季財報，稅後純益76.91億元，連續五季獲利，展現穩健獲利能力。第四季面板需求趨緩，預估商用顯示器營收季減15%至19%。", "summary_state": "source", "facts": [ { "text": "群創第三季稅後純益76.91億元，季增69.73%、年增114倍，每股純益0.96元", "state": "source", "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": "群創第三季營收575.78億元，季減9.61%、年減0.42%", "state": "source", "quote": "第三季營收575.78億元，季減9.61%、年減0.42%" }, { "text": "第四季商用顯示器營收季減約15%至19%，消費性顯示器營收季減低個位數百分比", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874793", "title": "【量大強漲股整理】輝達震撼彈！資金大逃亡？繼GPU 【2465 麗臺】+122% 、【6150撼訊】+32% 資安【6112邁達特】+24%，下一波換誰表現?", "title_state": "source", "summary": "台股今日強勢反彈，三大法人買超逾439億元，外資與自營商由賣轉買，投信連續24日買超。輝達股價重挫並傳出執行長請辭消息，市場資金尋找替代投資標的。麗臺與撼訊因AI及高階顯示卡需求強勁，股價大幅上漲。台積電、鴻海及聯發科營收持續成長，AI產業長期趨勢未變。", "summary_state": "source", "facts": [ { "text": "台股今日加權指數收在43675.12點，上漲583.25點，成交量9162.55億元。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874794", "title": "〈台幣〉輝達震盪利空出盡外資回補288億匯價翻紅升5.1分站穩32.8元關卡", "title_state": "source", "summary": "受輝達利空出盡影響，外資回流台灣股市與匯市。外資轉買超288.36億元，新台幣升值至32.838元，台股大漲583點，三大法人同步買超。", "summary_state": "source", "facts": [ { "text": "外資終結連11個交易日賣超並轉為買超288.36億元", "state": "source", "quote": "外資終結連11個交易日賣超並轉為買超288.36億元" }, { "text": "新台幣兌美元匯率終場升值5.1分，收在32.838元", "state": "source", "quote": "終場以32.838元作收，升值5.1分" }, { "text": "台股加權指數盤中一度大漲近1400點，收在43675.12點", "state": "source", "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": "台北與元太兩大外匯經紀公司合計總成交量達31.17億美元", "state": "source", "quote": "兩大外匯經紀公司合計總成交量達31.17億美元" }, { "text": "投信買超82.37億元，達成連續24個交易日買超", "state": "source", "quote": "投信買超82.37億元，達成連續24個交易日買超" }, { "text": "自營商合計買超68.92億元", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874795", "title": "海洋科技營運中心揭牌賴清德：落實「科技護海」讓產業更茁壯", "title_state": "source", "summary": "總統賴清德於13日出席高雄「國家海洋科技營運中心」揭牌，該中心將接管國海院調查船與船模實驗室營運，以落實科技護海並強化國家安全與產業發展。", "summary_state": "source", "facts": [ { "text": "總統賴清德於13日前往高雄出席「國家海洋科技營運中心」揭牌儀式。", "state": "source", "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": "國家海洋科技營運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。", "state": "source", "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": "國海院曾於2026年8月見證100噸級與300噸級海洋基礎資料調查船下水。", "state": "source", "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": "政府推動「第三期國家太空科技發展長程計畫」以支持衛星與火箭自主研發。", "state": "source", "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": "營運中心旨在提升海域態勢感知與海洋治理韌性，落實「科技護海」。", "state": "source", "quote": "提升海域態勢感知與海洋治理韌性，落實「科技護海」" }, { "text": "台灣四面環海，海洋是經濟發展、物資運輸、生態環境及國家安全的重要命脈。", "state": "source", "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": "賴清德在2年前就職演說中提出「競逐太空、探索海洋」的國家方向。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874796", "title": "〈技嘉法說〉AI伺服器訂單能見度直達2027年底明年資本支出增至40億元擴產", "title_state": "source", "summary": "技嘉召開法說會，宣布AI伺服器訂單能見度達2027年底，並計畫將2027年資本支出增至40億元以擴充產能，預期獲利成長將優於營收。", "summary_state": "source", "facts": [ { "text": "技嘉AI伺服器訂單能見度持續提高，成長動能可望延續至2027年底。", "state": "source", "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年資本支出規劃預估提高至40億元新台幣。", "state": "source", "quote": "2027年資本支出規劃則預估提高至40億元新台幣。" }, { "text": "技嘉預期2027年營業利益的成長幅度將優於營收成長幅度。", "state": "source", "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年資本支出預計約為28至30億元新台幣。", "state": "source", "quote": "今年2026年資本支出預計約為28至30億元新台幣" }, { "text": "技嘉美國廠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。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874797", "title": "〈技嘉法說〉Q3三率三升大賺逾1個股本前三季EPS 30.52元雙創歷史新高", "title_state": "source", "summary": "技嘉於13日法說會公布Q3財報，受惠AI伺服器需求強勁，Q3與前三季營收、獲利雙創新高。前三季EPS達30.52元，AI伺服器營收占比達78%，成為成長主力。", "summary_state": "source", "facts": [ { "text": "技嘉第三季營收為1,547.1億元，年增94.4%", "state": "source", "quote": "技嘉第三季營收 1,547.1 億元，季增 7.3%，年增 94.4%" }, { "text": "技嘉前三季累計每股純益(EPS)為30.52元，創歷史新高", "state": "source", "quote": "前三季累計...每股純益 30.52 元" }, { "text": "技嘉今年前三季AI伺服器占整體營收比重高達78%", "state": "source", "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": "技嘉今年前三季伺服器業務營收突破3,100億元，年增率超過100%", "state": "source", "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": "技嘉第三季稅後純益為85.7億元，年增180.5%", "state": "source", "quote": "稅後純益 85.7 億元，季增 29.7%，年增 180.5%" }, { "text": "技嘉擬配發2025年度每股現金股利12元", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874798", "title": "你昨天被洗下車了嗎？台積電、富邦金、金像電⊕、德宏⊕、光聖⊕、華新科⊕", "title_state": "source", "summary": "台股受惠ASIC概念接棒與輝達利空鈍化，強勢反彈收紅。外資買超回歸，市場資金轉向客製化AI晶片。Gartner預測AI基建支出長青，建議布局具訂單能見度之優質個股。", "summary_state": "source", "facts": [ { "text": "台股終場收在43,675點，上漲583點。", "state": "source", "quote": "終場上漲583點，收在43,675點" }, { "text": "外資買超288.37億元，終結連續11個交易日賣超。", "state": "source", "quote": "外資買超288.37億元，終結連續11個交易日賣超" }, { "text": "Gartner預測2027年全球AI基礎建設支出將達2.4兆美元。", "state": "source", "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": "輝達執行長黃仁勳已正式辭職，由財務長Colette Kress擔任臨時執行長。", "state": "source", "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等強勢表態。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874446", "title": "外資終止連11賣轉288億元加碼主動式ETF及金融族群", "title_state": "source", "summary": "外資終止連11賣轉買超288.37億元，加碼主動式ETF與金融股。大盤受電子權值與ASIC族群帶動上漲，三大法人同日買超逾439億元。", "summary_state": "source", "facts": [ { "text": "外資終止連續11個交易日賣超，轉為買超288.37億元。", "state": "source", "quote": "外資終止連續11個交易日賣超，轉買288.37億元" }, { "text": "外資買超主動統一升級50（00403A）5.9萬張。", "state": "source", "quote": "買超00403A主動統一升級50 5.9萬張" }, { "text": "外資買超台新新光金2.8萬張。", "state": "source", "quote": "買超台新新光金2.8萬張" }, { "text": "投信買超中信金1.5萬張。", "state": "source", "quote": "投信今天買超中信金1.5萬張" }, { "text": "三大法人合計買超439.65億元。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874447", "title": "市值蒸發逾1兆美元後誰在買輝達？散戶單日近40萬筆買單力挺限縮跌勢", "title_state": "source", "summary": "輝達執行長黃仁勳因婚外情醜聞請辭，導致股價重挫且市值單週蒸發5,500億美元。儘管散戶大舉買進近40萬筆訂單試圖止跌，但華爾街分析師調降評等，市場焦點轉向財報與Anthropic IPO。", "summary_state": "source", "facts": [ { "text": "輝達執行長黃仁勳因婚外情醜聞違反公司規範並請辭下台。", "state": "source", "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": "輝達股價周四終場下跌4.3%至每股166.19美元。", "state": "source", "quote": "輝達周四(12日)終場下跌4.3%至每股166.19美元" }, { "text": "富達投資平台客戶周四對輝達下達394,818筆買單。", "state": "source", "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將輝達評等下修至「中立」，目標價降至200美元。", "state": "source", "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": "輝達本周市值累計蒸發5,500億美元。", "state": "source", "quote": "這波下跌使輝達本周市值累計蒸發5,500億美元。" }, { "text": "散戶周四開盤後半小時資金流入估達1.11億美元，創歷史新高。", "state": "source", "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論壇中約60%和輝達有關的留言持負面看法。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874448", "title": "兆豐金前10月大賺343億元改寫新高 EPS達2.31元穩坐公股獲利王", "title_state": "source", "summary": "兆豐金控公布前10月累計稅後淨利343.31億元，EPS 2.31元，創同期新高。受惠銀行核心業務與資本市場熱絡，非銀行子公司獲利大增68.21%，穩居公股獲利王。", "summary_state": "source", "facts": [ { "text": "兆豐金控前10月累計稅後淨利達343.31億元，年增12.80%", "state": "source", "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月每股稅後盈餘(EPS)為2.31元", "state": "source", "quote": "每股稅後盈餘 (EPS) 為2.31元" }, { "text": "兆豐金控非銀行子公司前10月獲利成長68.21%", "state": "source", "quote": "非銀行子公司前10月獲利大增68.21%" }, { "text": "兆豐銀行前10月累計稅後淨利達268.53億元，年增6.61%", "state": "source", "quote": "累計稅後淨利則達268.53億元，年增6.61%" }, { "text": "兆豐證券前10月累計稅後淨利43.67億元，年增131.42%", "state": "source", "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月累計稅後淨利26.94億元，年增27.61%", "state": "source", "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月累計稅後淨利9億元，年增14.23%", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874449", "title": "飛捷前三季EPS8.65元賺贏過去任一年董座看好明年營運續成長", "title_state": "source", "summary": "工業電腦廠飛捷(6206-TW)公布第三季財報，前三季稅後純益12.37億元，EPS達8.65元創紀錄。董事長林大成看好支付整合產品訂單強勁，預期明年營運續成長。", "summary_state": "source", "facts": [ { "text": "飛捷前三季累計稅後純益為12.37億元，年增62.25%。", "state": "source", "quote": "累計前三季稅後純益12.37億元，年增62.25%" }, { "text": "飛捷前三季每股純益(EPS)達到8.65元。", "state": "source", "quote": "每股純益8.65元" }, { "text": "飛捷第三季營收為17.44億元，年增42.17%。", "state": "source", "quote": "飛捷第三季營收17.44億元，季減7.32%、年增42.17%" }, { "text": "飛捷第三季稅後純益為3.90億元，年增74.24%。", "state": "source", "quote": "稅後純益3.90億元，季減20.26%、年增74.24%" }, { "text": "飛捷董事長林大成表示支付整合產品在手訂單已超越今年全年的支付產品業績。", "state": "source", "quote": "目前在手訂單已超越今年全年的支付產品業績" }, { "text": "飛捷今年成長主要由美洲市場帶動，預計全年貢獻逾五成營收。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874450", "title": "後黃仁勳時代來臨！44000點關前震盪，關鍵指標透露反彈才剛開始？", "title_state": "source", "summary": "輝達創辦人黃仁勳卸任導致市場資金重新洗牌，非輝達陣營與ASIC概念股崛起。台股大盤在44,000點前量縮震盪，融資餘額大減逾70億顯示籌碼改善，台積電等先進製程龍頭受惠，分析師建議透過ETF穩健布局修復行情。", "summary_state": "source", "facts": [ { "text": "輝達創辦人黃仁勳宣布卸任執行長，引發市場資金重新定價。", "state": "source", "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": "非輝達陣營與客製化ASIC概念股因資金重新洗牌而強勢崛起。", "state": "source", "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": "台股大盤最高來到44489點，終場收在43675點，上漲583點。", "state": "source", "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": "市場融資餘額再度減少超過70億元，顯示槓桿籌碼持續清洗。", "state": "source", "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": "聯發科股價上漲7.01%，顯示非輝達陣營表現強勁。", "state": "source", "quote": "聯發科(2454-TW)上漲7.01%" }, { "text": "台積電收在2350元，反映先進製程龍頭地位穩固。", "state": "source", "quote": "其中台積電(2330-TW)收在2350元" }, { "text": "台股成交值為9162億元，量能與月平均量水準相近。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874451", "title": "網家連虧15季拓展跨場景服務令B2C本業虧損收斂", "title_state": "source", "summary": "網家公布第三季財報，單季虧損7570萬元但虧損收斂，累計前三季營業利益轉盈至1.87億元。受惠AI與新品效應，3C營收成長，金融科技部門表現亮眼並申請赴日上市。", "summary_state": "source", "facts": [ { "text": "網家第三季單季稅後虧損7570萬元，每股虧損0.37元，連續虧損15個季度。", "state": "source", "quote": "單季稅後虧損7570萬元，每股虧損0.37元，連虧15個季度" }, { "text": "網家第三季合併營收為92.52億元，年增8.4%。", "state": "source", "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核心品類營收年增11.6%，受惠於AI應用需求及iPhone新機帶動。", "state": "source", "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": "網家金融科技部門第三季營收9.14億元，年增54.8%。", "state": "source", "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市場遞交股票上市申請。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874452", "title": "台股軋空行情再起！AI不是泡沫，而是資金重新洗牌的開始", "title_state": "source", "summary": "台股歷經修正後強勢反攻，受國安基金護盤與限空令影響形成軋空行情。AI供應鏈基本面穩健，聯發科、世芯-KY等高彈性個股領漲，建議投資人控制風險並等待布局時機。", "summary_state": "source", "facts": [ { "text": "台股近期短線累積漲幅已超過6,000點，展現驚人韌性。", "state": "source", "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在近期六個交易日的反彈中上漲51.6%。", "state": "source", "quote": "以近期六個交易日的反彈表現觀察，世芯-KY上漲51.6%" }, { "text": "聯發科在近期六個交易日的反彈中上漲約35.9%。", "state": "source", "quote": "聯發科上漲約35.9%" }, { "text": "00631L在近期反彈中反彈約35%。", "state": "source", "quote": "00631L也反彈約35%" }, { "text": "世芯-KY的新專案預計自2027年開始貢獻營運。", "state": "source", "quote": "新專案預計自2027年開始貢獻營運" }, { "text": "鴻海第三季獲利表現亮眼，AI伺服器與機櫃業務持續放量。", "state": "source", "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": "國安基金進場護盤與限空令持續實施是行情翻轉的關鍵。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874453", "title": "雙A撑場且匯率有利晶技10月稅前盈餘探48個月高前10月每股賺7元", "title_state": "source", "summary": "晶技公布2026年10月稅前盈餘3.02億元創48個月新高，受惠AI與車用需求及匯率優勢，預期全年營收達157億元創紀錄。", "summary_state": "source", "facts": [ { "text": "晶技2026年10月營收為13.73億元，稅前盈餘達3.02億元。", "state": "source", "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月稅前盈餘創下2022年10月以來的48個月新高。", "state": "source", "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月累計稅前盈餘為23.78億元，每股稅前賺7元。", "state": "source", "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%。", "state": "source", "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年車用營收占比預估提升至28%，AI應用占比提高至16%。", "state": "source", "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": "晶技預期2026年全年營收有望達157億元，改寫歷史新高。", "state": "source", "quote": "依此推估，全年營收有望達157億元，改寫歷史新高" }, { "text": "晶技採購的擴產設備預計自第四季起陸續投入營運。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874454", "title": "索馬魯肽眼疾風險衝上熱搜專家提六大禁用族群", "title_state": "source", "summary": "FDA發布安全通告，指出GLP-1受體促效劑（如索馬魯肽）可能增加非動脈性前部缺血性視神經病變（NAION）風險。專家警告濫用危害，並列出六類禁用族群，呼籲民眾透過正規醫療管道用藥。", "summary_state": "source", "facts": [ { "text": "FDA警告GLP-1受體促效劑類藥物可能增加非動脈性前部缺血性視神經病變（NAION）風險。", "state": "source", "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": "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。", "state": "source", "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": "該類藥物不良反應率達84.1%，常見症狀包含腸胃炎、腹痛腹脹。", "state": "source", "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歲以上長者因胃腸道功能減退，難以耐受不良反應，屬於禁用族群。", "state": "source", "quote": "75 歲以上長者（胃腸道功能減退，難以耐受不良反應）" }, { "text": "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。", "state": "source", "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": "酗酒且無法戒酒者因增加胰臟炎復發風險，被列為禁用族群。", "state": "source", "quote": "酗酒且無法戒酒者（增加胰臟炎復發風險）" }, { "text": "18歲以下兒童及青少年因未獲批減重適應症，嚴禁使用此類藥物。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874455", "title": "六倍搶購！史上最大IPO蓄勢待發 Anthropic路演火熱這場AI盛宴誰能分到一杯羹？", "title_state": "source", "summary": "AI巨頭Anthropic宣布將於18日進行IPO定價，股票代碼為ANT。本次IPO公開發行與私募合計最高募資904億美元，估值約1.4兆美元，已獲六倍超額認購，由機構投資人主導。", "summary_state": "source", "facts": [ { "text": "Anthropic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。", "state": "source", "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公開發行約8.25億股，按區間上限計算，公開募資643.5億美元。", "state": "source", "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。", "state": "source", "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的公司完全稀釋估值約1.4兆美元。", "state": "source", "quote": "公司完全稀釋估值約1.4兆美元" }, { "text": "本次IPO已獲得約六倍超額認購。", "state": "source", "quote": "本次IPO已獲得約六倍超額認購" }, { "text": "高盛與摩根士丹利擔任主要承銷商，另有20家銀行參與。", "state": "source", "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": "擬以每股70至78美元發行股票。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874159", "title": "台驊看黃仁勳事件不太影響海空運淡季運價修正船公司「還是賺翻」", "title_state": "source", "summary": "台驊總經理顏益財表示，農曆年前趕貨潮後進入淡季，運價緩降但船公司獲利佳。黃仁勳事件利空出盡，AI長期利多不變，美國通膨明年第二季或反轉。", "summary_state": "source", "facts": [ { "text": "台驊總經理顏益財指出，近期處傳統淡季，運價緩降，但船公司獲利依然豐厚。", "state": "source", "quote": "近期處傳統淡季，運價緩降，「船公司還是賺翻」" }, { "text": "對於黃仁勳下台事件，台驊認為利空已經出盡，長期對空運影響不大。", "state": "source", "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": "黃仁勳下台令AI供應鏈股價波動大，但市場認為利空出盡，擔心的是後續個人刑責問題。", "state": "source", "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": "美國中期選舉後通膨壓力重，升息在行，但明年第二季可能因大選及油價下跌而反轉。", "state": "source", "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": "整體AI潮流發展下，台灣、韓國和日本都迎來長期利多。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874160", "title": "貿聯Q3純益季增44%每股賺21.83元創高前三季EPS48.77元超車去年全年", "title_state": "source", "summary": "連接線大廠貿聯-KY公布2023年第三季及前三季財報，第三季稅後純益及每股純益創歷史新高，前三季累計純益超越去年全年。AI資料中心及半導體設備需求推升營收與獲利，Interplex合併效益顯著。", "summary_state": "source", "facts": [ { "text": "第三季稅後純益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", "state": "source", "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", "state": "source", "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": "半導體設備業務第三季營收季增11%、年增70%，創新高", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874161", "title": "〈港股盤後〉 AI與科技硬體股重挫科指跌3% 恒指挫1.55%", "title_state": "source", "summary": "港股13日全線收跌，科指跌3%主因輝達CEO辭職風波引發AI股拋售，石油與銀行等高股息股逆勢上漲。", "summary_state": "source", "facts": [ { "text": "恒生科技指數於13日收盤時下跌3.02%，報3813.19點。", "state": "source", "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價急瀉10.04%。", "state": "source", "quote": "大模型概念股智譜急瀉10.04%" }, { "text": "PCB概念股勝宏科技股價大跌13.46%。", "state": "source", "quote": "PCB概念股勝宏科技大跌13.46%" }, { "text": "受輝達執行長黃仁勳辭職人事風波衝擊，市場風險偏好回落。", "state": "source", "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": "聯想集團股價大跌6.33%。", "state": "source", "quote": "聯想集團大跌6.33%" }, { "text": "中石化煉化工程股價上揚3.41%。", "state": "source", "quote": "中石化煉化工程上揚3.41%" }, { "text": "徽商銀行股價上升2.63%。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874162", "title": "〈陸股盤後〉創業板指領跌滬指連二跌周線轉跌0.41%", "title_state": "source", "summary": "中國A股三大指數周五齊步收黑，創業板指領跌，上證指數周線轉跌。AI硬體板塊承壓下挫，銀行、白酒及影視股逆勢上漲。滬深兩市成交額縮減，銀河證券建議關注業績兌現標的。", "summary_state": "source", "facts": [ { "text": "上證指數周五收報3634.35點，周線累跌0.41%", "state": "source", "quote": "滬指周五收報3634.35點，跌0.59%，周線累跌0.41%" }, { "text": "創業板指本周跌1.59%，收低3.32%至2426.08點", "state": "source", "quote": "創業板指收低3.32%至2426.08點，本周跌1.59%" }, { "text": "滬深兩市成交額人民幣1兆6557億元，較前一交易日減少2763億元", "state": "source", "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": "電子零件類股集體回調，景旺電子、華正新材等多股跌停", "state": "source", "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": "影視族群全天維持強勢，幸福藍海、橫店影視等漲停", "state": "source", "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": "銀河證券建議關注記憶體與先進封裝、PCB/CCL/MLCC以及國產設備", "state": "source", "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": "滬深兩市及北交所共764檔個股上漲，4746檔下跌", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874163", "title": "能率創新營運轉佳Q3維持獲利前3季每股賺0.63元", "title_state": "source", "summary": "能率創新(5392-TW)發布2026年第三季財報，單季稅後純益4,284萬元，前三季累計獲利1.13億元實現由虧轉盈。公司強調營運體質改善，子公司切入機器人市場並放量出貨，集團布局進入收成期。", "summary_state": "source", "facts": [ { "text": "能率創新2026年第三季稅後純益為4,284萬元，每股純益0.23元。", "state": "source", "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季稅後純益1.13億元，每股純益0.63元，較去年同期由虧轉盈。", "state": "source", "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年第三季營收23.91億元，毛利率15.64%。", "state": "source", "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陸知名機器人業者訂單並於2026年放量出貨。", "state": "source", "quote": "取得大陸知名機器人業者訂單並於今(2026)年放量出貨" }, { "text": "關係企業佳能企業2026年前3季每股純益2.55元，1-10月營收達104.83億元。", "state": "source", "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月營收68.42億元，毛利率15%。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874164", "title": "SemiAnalysis：當Nvidia失去黃仁勳將面對三大核心風險", "title_state": "source", "summary": "輝達創辦人黃仁勳因倫理調查與晶片走私壓力離任，財務長克雷斯暫代。SemiAnalysis分析指出，輝達面臨技術決策放緩、供應鏈優勢削弱及開源生態系受創三大風險。", "summary_state": "source", "facts": [ { "text": "輝達創辦人黃仁勳離任，財務長克雷斯暫代執行長。", "state": "source", "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": "超過1.5GW的輝達受限AI晶片已走私流入中國。", "state": "source", "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": "美超微電腦前銷售副總裁Wally Liaw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。", "state": "source", "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74台B300伺服器走私至中國。", "state": "source", "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": "黃仁勳以低於市價鎖定SK海力士HBM4每Gb 3.0-3.3美元及台積電CoWoS先進封裝產能。", "state": "source", "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": "輝達透過5,300億美元表外融資擔保計畫背書新興雲端購買GPU。", "state": "source", "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": "預計至2028年將有超過70%產能流向AMD、博通、Google等對手。", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874420", "title": "【特力】本公司取得不動產使用權資產", "title_state": "source", "summary": "特力（2908）於民國115年11月12日經董事會決議，向孫公司AVIDA Co., Ltd.取得位於越南胡志明市之辦公大樓使用權資產，以滿足營運需求。", "summary_state": "source", "facts": [ { "text": "特力於民國115年11月12日經董事會通過取得不動產使用權資產。", "state": "source", "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": "交易標的位於越南胡志明市第7郡新富坊阮克遠路6號The Capital Tower 6-7樓。", "state": "source", "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": "交易相對人為AVIDA Co., Ltd.，係特力之孫公司。", "state": "source", "quote": "交易相對人: AVIDA Co., Ltd. 與公司之關係:本公司之孫公司" }, { "text": "建物租賃面積為961平方公尺，折合290.68坪。", "state": "source", "quote": "交易單位數量：建物租賃面積：961平方公尺，折合290.68坪" }, { "text": "每月租金為VND398,200,000(含稅)，相當於新台幣517,660元。", "state": "source", "quote": "每月租金:VND398,200,000(含稅)(新台幣517,660元)" }, { "text": "本次交易取得使用權資產金額為新台幣17,960,545元。", "state": "source", "quote": "交易總金額: 使用權資產新台幣17,960,545元" }, { "text": "租期自民國116年1月1日起至民國118年12月31日止。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874416, "anchor": "n3874416", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874416", "title": "【如興】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", "title_state": "source", "summary": "如興公告子公司常州穗滿國際貿易有限公司為兄弟公司常州東奧服裝有限公司提供502,640仟元背書保證，以滿足集團資金調度需求。", "summary_state": "source", "facts": [ { "text": "如興子公司常州穗滿國際貿易有限公司對常州東奧服裝有限公司提供背書保證。", "state": "source", "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": "本次新增背書保證金額為502,640仟元。", "state": "source", "quote": "(5)本次新增背書保證之金額(仟元):502,640" }, { "text": "背書保證之目的為因應集團資金調度需要。", "state": "source", "quote": "(8)本次新增背書保證之原因:因應集團資金調度需要。" }, { "text": "被背書保證公司常州東奧服裝有限公司無提供擔保品。", "state": "source", "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": "截至事實發生日止，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為200.00%。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874415, "anchor": "n3874415", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874415", "title": "【如興】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", "title_state": "source", "summary": "如興（4414）公告其子公司常州穗滿國際貿易有限公司對常州市東騰國際貿易有限公司新增背書保證48,800仟元，總餘額達162,748仟元，旨在配合集團資金調度。", "summary_state": "source", "facts": [ { "text": "如興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指示公告背書保證事宜。", "state": "source", "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": "被背書保證之公司為常州市東騰國際貿易有限公司。", "state": "source", "quote": "(1)公司名稱:常州市東騰國際貿易有限公司" }, { "text": "本次新增背書保證之金額為48,800仟元。", "state": "source", "quote": "(5)本次新增背書保證之金額(仟元):48,800" }, { "text": "迄事實發生日止背書保證餘額為162,748仟元。", "state": "source", "quote": "(6)迄事實發生日止背書保證餘額(仟元):162,748" }, { "text": "被背書保證公司提供擔保品之內容為無。", "state": "source", "quote": "(1)內容:無" }, { "text": "背書保證之總限額為17,017,060仟元。", "state": "source", "quote": "6.背書保證之總限額(仟元):17,017,060" }, { "text": "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為200.00%。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874414, "anchor": "n3874414", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874414", "title": "【如興】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", "title_state": "source", "summary": "如興公司（4414）於115年11月12日公告，為因應集團資金調度需要，子公司常州穗滿國際貿易有限公司對同屬100%持有之子公司J.D. United Trading Co.,Ltd.提供841,800仟元背書保證。目前背書保證餘額累計達8,508,530仟元，佔淨值比率200%。", "summary_state": "source", "facts": [ { "text": "如興公司於115年11月12日公告子公司提供背書保證。", "state": "source", "quote": "事實發生日:115/11/12" }, { "text": "被背書保證之公司為J.D. United Trading Co.,Ltd.。", "state": "source", "quote": "(1)公司名稱:J.D. United Trading Co.,Ltd." }, { "text": "本次新增背書保證之金額為841,800仟元。", "state": "source", "quote": "(5)本次新增背書保證之金額(仟元):841,800" }, { "text": "背書保證之原因係因應集團資金調度需要。", "state": "source", "quote": "(8)本次新增背書保證之原因:因應集團資金調度需要。" }, { "text": "背書保證餘額占公開發行公司最近期財務報表淨值之比率為200.00%。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874413, "anchor": "n3874413", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874413", "title": "【如興】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", "title_state": "source", "summary": "如興（4414）公告其子公司常州東奧服裝有限公司對J.D. United Trading Co.,Ltd.新增背書保證841,800仟元，總餘額達866,200仟元，旨在因應集團資金調度需求。", "summary_state": "source", "facts": [ { "text": "如興公告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。", "state": "source", "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": "被背書保證之公司為J.D. United Trading Co.,Ltd.，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。", "state": "source", "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": "本次新增背書保證之金額為841,800仟元，迄事實發生日止背書保證餘額為866,200仟元。", "state": "source", "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": "本次新增背書保證之原因為因應集團資金調度需要。", "state": "source", "quote": "(8)本次新增背書保證之原因:因應集團資金調度需要。" }, { "text": "被背書保證公司最近期財務報表資本為130仟元，累積盈虧金額為-1,250,570仟元。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874412, "anchor": "n3874412", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874412", "title": "【如興】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", "title_state": "source", "summary": "如興公告其子公司常州東奧對另一子公司常州穗滿進行背書保證，金額3.9億元，旨在調節集團資金。此舉使集團背書保證餘額占淨值比率達200%，屬常規集團內部資金運用行為。", "summary_state": "source", "facts": [ { "text": "如興子公司常州東奧服裝有限公司對常州穗滿國際貿易有限公司新增背書保證390,400仟元。", "state": "source", "quote": "本次新增背書保證之金額(仟元):390,400" }, { "text": "被背書保證公司常州穗滿國際貿易有限公司與提供背書保證公司常州東奧服裝有限公司皆為如興直接及間接持有100%之子公司。", "state": "source", "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，如興背書保證餘額占最近期財務報表淨值之比率為200.00%。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874398, "anchor": "n3874398", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874398", "title": "【如興】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", "title_state": "source", "summary": "如興公告子公司常州東奧對南京興奧提供136,640仟元背書保證，用於集團資金調度，佔淨值比率達200%。", "summary_state": "source", "facts": [ { "text": "如興於115年11月12日公告子公司提供背書保證。", "state": "source", "quote": "事實發生日:115/11/12" }, { "text": "被背書保證之公司為南京興奧貿易有限公司。", "state": "source", "quote": "(1)公司名稱:南京興奧貿易有限公司" }, { "text": "本次新增背書保證之金額為136,640仟元。", "state": "source", "quote": "(5)本次新增背書保證之金額(仟元):136,640" }, { "text": "背書保證之原因為因應集團資金調度需要。", "state": "source", "quote": "(8)本次新增背書保證之原因:因應集團資金調度需要。" }, { "text": "迄事實發生日為止，背書保證餘額占淨值比率為200.00%。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874397, "anchor": "n3874397", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874397", "title": "【鴻海】公告本公司參與投資人說明會", "title_state": "source", "summary": "鴻海公告於115年11月13日至26日間，響應CLSA、Citi、台新證券及東吳證券之邀請，舉辦多場投資人說明會以說明營運狀況。", "summary_state": "source", "facts": [ { "text": "鴻海於115年11月13日受CLSA邀請參加投資人會議並說明營運概況。", "state": "source", "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": "鴻海於115年11月24日受Citi邀請參加投資人會議並說明營運概況。", "state": "source", "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": "鴻海於115年11月25日受台新證券邀請參加投資人會議並說明營運概況。", "state": "source", "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": "鴻海於115年11月26日受東吳證券邀請參加投資人會議並說明營運概況。", "state": "source", "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": "本次法人說明會的時間定為上午10時00分。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874396, "anchor": "n3874396", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874396", "title": "【中環】公告本公司取得有價證券", "title_state": "source", "summary": "中環公告取得順達科股票，總金額逾3億元，持股占比低，屬一般投資組合調整。", "summary_state": "source", "facts": [ { "text": "中環於115/10/2~115/11/12期間取得順達科普通股935仟股。", "state": "source", "quote": "交易日期:115/10/2~115/11/12...交易數量（仟股）：935" }, { "text": "本次交易總金額為312,310,349元。", "state": "source", "quote": "交易總金額（元）：312,310,349" }, { "text": "本次投資案由董事長核決。", "state": "source", "quote": "核決層級:董事長核決" }, { "text": "中環目前累積持有順達科80,000股，持股比例0.05%。", "state": "source", "quote": "持有餘額:80,000股...持股比例:0.05%" }, { "text": "本次投資目的為投資組合。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874395, "anchor": "n3874395", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874395", "title": "【中環】公告本公司取得有價證券", "title_state": "source", "summary": "中環公告於115年11月間取得穩懋普通股650仟股，總金額約3.2億元，持股佔比0.05%，旨在優化投資組合。", "summary_state": "source", "facts": [ { "text": "中環於115年11月12日公告取得穩懋普通股。", "state": "source", "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數量為650仟股。", "state": "source", "quote": "交易數量（仟股）：650" }, { "text": "中環取得穩懋股票的單價為491.93元。", "state": "source", "quote": "每單位價格（元）：491.93" }, { "text": "中環本次交易穩懋股票的總金額為319,757,063元。", "state": "source", "quote": "交易總金額（元）：319,757,063" }, { "text": "中環目前累積持有穩懋股票的持股比例為0.05%。", "state": "source", "quote": "持股比例:0.05%" }, { "text": "中環本次取得有價證券的目的是為了投資組合。", "state": "source", "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長核決。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874394, "anchor": "n3874394", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874394", "title": "【中環】公告本公司取得有價證券", "title_state": "source", "summary": "中環公告取得聯亞股票，交易總額逾3.3億元，持股比率達0.93%，屬投資組合調整。", "summary_state": "source", "facts": [ { "text": "中環於115/11/5~115/11/12期間取得聯亞普通股165仟股", "state": "source", "quote": "交易數量（仟股）：165" }, { "text": "本次交易總金額為337,721,661元", "state": "source", "quote": "交易總金額（元）：337,721,661" }, { "text": "中環目前累積持有聯亞股票945,500股，持股比例0.93%", "state": "source", "quote": "持有餘額:945,500股、金額:2,401,042,466元持股比例:0.93%" }, { "text": "本次取得有價證券占中環總資產比例為87.97%", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874234, "anchor": "n3874234", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874234", "title": "【長榮】代本公司之子公司Evergreen Marine (Asia) Pte. Ltd.公告購買新造貨櫃", "title_state": "source", "summary": "長榮公告子公司購買18,300只新造貨櫃，總金額不超過6,251萬美元，向關係人議價採購供營業使用。", "summary_state": "source", "facts": [ { "text": "交易標的為18,300只貨櫃。", "state": "source", "quote": "交易數量：18,300只貨櫃" }, { "text": "交易總金額不超過USD 62,516,400。", "state": "source", "quote": "交易總金額：不超過USD 62,516,400" }, { "text": "交易相對人為Evergreen Heavy Industrial Corp. (Malaysia) Berhad。", "state": "source", "quote": "交易相對人及其與公司之關係... Evergreen Heavy Industrial Corp. (Malaysia) Berhad" }, { "text": "本次交易為關係人交易。", "state": "source", "quote": "本次交易為關係人交易:是" }, { "text": "交易決定方式為議價。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874233, "anchor": "n3874233", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874233", "title": "【長榮】代本公司之子公司Evergreen Marine (Asia) Pte. Ltd.公告購買新造貨櫃", "title_state": "source", "summary": "長榮公告子公司Evergreen Marine (Asia) Pte. Ltd.於115年11月12日通過董事會決議，以不超過USD 32,320,000之金額，向非關係人之揚州日新通運物流裝備有限公司購買11,000只貨櫃，供營業使用。", "summary_state": "source", "facts": [ { "text": "交易數量為11,000只貨櫃", "state": "source", "quote": "交易數量：11,000只貨櫃" }, { "text": "交易總金額不超過USD 32,320,000", "state": "source", "quote": "交易總金額：不超過USD 32,320,000" }, { "text": "交易相對人為揚州日新通運物流裝備有限公司", "state": "source", "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": "事實發生日期為民國115年11月12日", "state": "source", "quote": "事實發生日:115/11/12~115/11/12" }, { "text": "董事會通過日期為民國115年11月12日", "state": "source", "quote": "董事會通過日期: 民國115年11月12日" }, { "text": "監察人或審計委員會承認日期為民國115年11月12日", "state": "source", "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": "交易決定方式為議價", "state": "source", "quote": "交易決定方式：議價" }, { "text": "價格決定之參考依據為市價", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874232, "anchor": "n3874232", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874232", "title": "【長榮】代本公司之子公司Evergreen Marine (Asia) Pte. Ltd.公告購買新造貨櫃", "title_state": "source", "summary": "長榮公告子公司Evergreen Marine (Asia) Pte. Ltd.於115年11月12日通過購買24,000只貨櫃，總金額不超76,442,000美元，供應商為新華昌集團，供營業使用。", "summary_state": "source", "facts": [ { "text": "交易數量為24,000只貨櫃", "state": "source", "quote": "交易數量：24,000只貨櫃" }, { "text": "交易總金額不超過USD 76,442,000", "state": "source", "quote": "交易總金額：不超過USD 76,442,000" }, { "text": "交易相對人為新華昌集團有限公司", "state": "source", "quote": "交易相對人及其與公司之關係...: 新華昌集團有限公司" }, { "text": "事實發生日為民國115年11月12日", "state": "source", "quote": "事實發生日:115/11/12~115/11/12" }, { "text": "本次交易為議價方式，價格決定之參考依據為市價", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874231, "anchor": "n3874231", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-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權資產之用途", "title_state": "source", "summary": "國泰金控（2882）旗下子公司國泰綜合證券發布公告，更正其承租辦公場所的使用權資產用途。原列為「信義簡易分公司」的設施，現更名為「信義分公司」，此舉旨在配合分公司業務發展需求。除名稱變更外，其餘公告內容維持不變，且該變動對公司整體財務與業務運作不產生任何影響。目前該分公司之正式設立仍需等待主管機關的最終核准。", "summary_state": "source", "facts": [ { "text": "國泰金控代子公司國泰綜合證券公告更正取得使用權資產之用途。", "state": "source", "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義區忠孝東路五段68號41樓A2室及停車位2個。", "state": "source", "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": "取得使用權資產之用途由「信義簡易分公司」變更為「信義分公司」。", "state": "source", "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": "分公司設立尚待主管機關核准。", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874230, "anchor": "n3874230", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-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權資產之用途", "title_state": "source", "summary": "國泰金控子公司國泰綜合證券公告更正使用權資產用途，將原「信義簡易分公司」改為「信義分公司」以配合業務發展，對財務無影響，但分公司設立仍需主管機關核准。", "summary_state": "source", "facts": [ { "text": "國泰綜合證券代子公司公告更正取得使用權資產之用途", "state": "source", "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義區忠孝東路五段68號廣告招牌", "state": "source", "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": "使用權資產用途由信義簡易分公司變更為信義分公司", "state": "source", "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": "此次變動對公司財務業務無影響", "state": "source", "quote": "變動後對公司財務業務之影響：無影響" }, { "text": "分公司設立尚待主管機關核准", "state": "source", "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": "台灣", "source_language": "zh-TW", "url": null, "link_level": "pending", "link_label": "原文網址待補", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 3874637, "anchor": "n3874637", "permalink": "https://ainews.idaeo.ai/180m/20261113-18/index-zh-Hant-p4.html#n3874637", "title": "保瑞Q3營收64.53億元創新高 EPS達4.79元季增9.9%-環球生技月刊", "title_state": "source", "summary": "保瑞藥業公布2026年第三季財報，單季合併營收達64.53億元創新高，EPS為4.79元；CDMO業務新簽約金額累計前三季達4.37億美元創歷史新高，整體營運受惠專科藥品銷售及加拿大、竹南廠區貢獻。", "summary_state": "source", "facts": [ { "text": "單季合併營收達新台幣64.53億元", "state": "source", "quote": "單季合併營收達新台幣64.53億元" }, { "text": "每股盈餘(EPS)達4.79元", "state": "source", "quote": "每股盈餘(EPS)達4.79元" }, { "text": "季增9.9%", "state": "source", "quote": "季增9.9%" }, { "text": "累計前三季新簽約金額達4.37億美元", "state": "source", "quote": "累計前三季新簽約金額達4.37億美元" }, { "text": "未來12個月在手訂單金額達3.40億美元", "state": "source", "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": "台灣", "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-Hant-p4.html#n3874696", "title": "別讓孩子冒險！防堵 RSV 認清 3 真相，給新生兒的專屬預防 - Heho健康", "title_state": "source", "summary": "台北市自115年7月起推動RSV預防雙軌公費補助政策，將長效型單株抗體納入補助，讓家長可選擇該抗體或孕婦疫苗。", "summary_state": "source", "facts": [ { "text": "115年7月", "state": "source", "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": "台灣", "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": [] } ] }