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                            <h1 class="h6 herald-mod-h herald-color">Tag • 法說會</h1>
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                               title="台積電9月營收連兩月破5千億！Q3季增17.6%創新高">
                                <img src="/uploads/images/20261009/d7fbb3b7b152fda39c.png" alt="台積電9月營收連兩月破5千億！Q3季增17.6%創新高"/>
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                                        台積電9月營收連兩月破5千億！Q3季增17.6%創新高                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-10-09</span>
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                                <p> ✕ 晶圓代工龍頭台積電（2330）今（8）日公布2026年9月營收，合併營收達新台幣5118億5700萬元，較8月減少0.6%，但與去年同期相比大增54.6%，單月營收繳出歷史次高成績；累計今年前9...</p>
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                               title="台積電9月營收連兩月破5千億！Q3季增17.6%創新高">Read More
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                                       title="台新新光金股價新高收40.3元！總座談股利政策　有信心明年會更好">
                                        <img src="/uploads/images/20260902/73c62faedf215f9cf0.png" alt="台新新光金股價新高收40.3元！總座談股利政策　有信心明年會更好"/>
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                                            台新新光金股價新高收40.3元！總座談股利政策　有信心明年會更好                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-09-02</span>
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                                    <p> ✕ 台新新光金今（1）日舉行法說會，股價也同步創下新高，上漲4.54%收在40.3元，總市值同步突破1兆元，成為第4家市場破兆的上市...</p>
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                                    <a href="/post/148431.html"
                                       title="大同集團首次聯合法說會、回應必考題！總部土地開發「世紀大案」">
                                        <img src="/uploads/images/20260819/0ae848e6660fee048f.png" alt="大同集團首次聯合法說會、回應必考題！總部土地開發「世紀大案」"/>
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                                            大同集團首次聯合法說會、回應必考題！總部土地開發「世紀大案」                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-19</span>
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                                    <p> ✕ 大同集團今（18）日首度舉辦「聯合法說會」，由大同率領旗下大世科、精英及福華一起舉辦。三立董事長張榮華入主大同以來多次強調「電力...</p>
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                                       title="大同電力算力土地三箭齊發　桃園3廠區轉型、觀音新廠交期縮短">
                                        <img src="/uploads/images/20260819/70d21609c7106c7d5a.png" alt="大同電力算力土地三箭齊發　桃園3廠區轉型、觀音新廠交期縮短"/>
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                                            大同電力算力土地三箭齊發　桃園3廠區轉型、觀音新廠交期縮短                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-19</span>
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                                    <p> ✕ 大同集團今（18）日首度舉辦「聯合法說會」，並宣布下一階段成長動能以「電力、算力、土地」為引擎。大同除重電本業持續擴產、搶攻北美...</p>
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                                    <a href="/post/147867.html"
                                       title="鴻海Q2賺599.7億創同期新高　上半年EPS 7.84元">
                                        <img src="/uploads/images/20260813/c77902ba8cbd78cd9a.png" alt="鴻海Q2賺599.7億創同期新高　上半年EPS 7.84元"/>
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                                        <a href="/post/147867.html">
                                            鴻海Q2賺599.7億創同期新高　上半年EPS 7.84元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-13</span>
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                                    <p> ✕ 鴻海（2317）今（12）日召開法說會並公布第二季財報，受惠AI伺服器等需求強勁，第二季營運表現優於預期。單季稅後純益599.7...</p>
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                                       title="4大核心業務同步成長！聯邦銀上半年賺35.4億、年成長34%">
                                        <img src="/uploads/images/20260807/3e90a99e292b8c8e0a.png" alt="4大核心業務同步成長！聯邦銀上半年賺35.4億、年成長34%"/>
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                                            4大核心業務同步成長！聯邦銀上半年賺35.4億、年成長34%                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-08-07</span>
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                                    <p> ✕ 聯邦銀行今（6）日舉行第2季線上法人說明會，受惠於各項核心業務成長，帶動整體營運續創佳績，今（115）年上半年稅後淨利達35.4...</p>
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                                    <a href="/post/145229.html"
                                       title="愈跌愈買！台積電殺7%引爆撿便宜買盤　零股成交創歷史新高">
                                        <img src="/uploads/images/20260717/338fd74e4b31cc29b6.png" alt="愈跌愈買！台積電殺7%引爆撿便宜買盤　零股成交創歷史新高"/>
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                                        <a href="/post/145229.html">
                                            愈跌愈買！台積電殺7%引爆撿便宜買盤　零股成交創歷史新高                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-07-17</span>
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                                    <p> ✕ 台積電（2330）法說會後股價今（17日）重挫，盤中一度大跌180元、跌幅約7%，最低下探2290元，不僅創下史上盤中最大跌點，...</p>
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                                       title="永豐餘工紙4月起零星調漲　衛生紙減少促銷、價格苦撐中">
                                        <img src="/uploads/images/20260516/b0667ce729777d3a91.png" alt="永豐餘工紙4月起零星調漲　衛生紙減少促銷、價格苦撐中"/>
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                                            永豐餘工紙4月起零星調漲　衛生紙減少促銷、價格苦撐中                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-16</span>
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                                    <p> ✕ 針對近期國際局勢引發的成本衝擊，永豐餘總經理駱秉正今（15）日表示，工紙受到各項支出上漲趨勢並未見緩和，因此自4月份起已陸續與客...</p>
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                                       title="木片達近3年高點　華紙下半年恐調漲「不止一次」">
                                        <img src="/uploads/images/20260515/e142d9e2b3764900f9.png" alt="木片達近3年高點　華紙下半年恐調漲「不止一次」"/>
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                                            木片達近3年高點　華紙下半年恐調漲「不止一次」                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-15</span>
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                                    <p> ✕ 造紙業持續面臨成本壓力攀升壓力，中華紙漿總經理陳瑞和表示，第二季有很多挑戰，成本高峰還沒到，可能會落在最近3個月，特別是木片達到...</p>
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                                       title="富採首季虧損收斂　拚今年轉虧為盈　Micro LED、光通訊成引擎">
                                        <img src="/uploads/images/20260509/3797680cdc6818c2e8.png" alt="富採首季虧損收斂　拚今年轉虧為盈　Micro LED、光通訊成引擎"/>
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                                            富採首季虧損收斂　拚今年轉虧為盈　Micro LED、光通訊成引擎                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-09</span>
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                                    <p> 富採今（8）日召開法說會並公布第1季財報，單季營收52.45億元，季增0.7%、年減6.9%，毛利率11.1%，較前一季明顯回升，營...</p>
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                                        <img src="/uploads/images/20260507/10c85cb0a4be2be69b.png" alt="客戶下單需求強、研華在手訂單旺！法說會後今一度攻漲停飆天價"/>
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                                            客戶下單需求強、研華在手訂單旺！法說會後今一度攻漲停飆天價                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-07</span>
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                                    <p> 研華昨日舉行法說會，研華在手訂單旺，客戶下單需求強勁，高層指出，首季整體接單出貨比值高達1.77，而截至5月就有高達13億美元訂單，...</p>
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                                       title="研華在手訂單旺！截至目前達13億美元　記憶體、電力為成長新動能">
                                        <img src="/uploads/images/20260507/57447ccc9eee47de35.png" alt="研華在手訂單旺！截至目前達13億美元　記憶體、電力為成長新動能"/>
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                                            研華在手訂單旺！截至目前達13億美元　記憶體、電力為成長新動能                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-07</span>
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                                    <p> 工業電腦大廠研華今（6）日舉行法說會，因供應鏈波動及漲價效應，客戶下單需求積極，提前拉貨效應也持續，研華指出，截至5月就有高達13億...</p>
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                                            4月股價飆漲聯發科法說會後　外資喊出超狂目標價5000元                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-02</span>
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                                    <p> IC設計龍頭聯發科日前舉辦法說會，執行長蔡力行預期AI ASIC將在今年貢獻20億美元營收，並目標維持拿下10%至15%的市佔率。外...</p>
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