半導體精選

7,002.77

+117.031.70%

漲家數：14

跌家數：3

平家數：- -

市盈率：- -

高：7,006.92

開：6,883.04

低：6,881.98

收：6,885.74

成交量：7.10億

成交額：1,670.48億

市值：13.04萬億

流通市值：12.49萬億

資料載入中...

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8800 億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639393","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665639393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:21","pubTimestamp":1788744080,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，台积电、美光等企业加码资本支出扩产，带动半导体厂务工程五强汉唐、亚翔、帆宣、洋基、圣晖合计在手订单已逾 8800 亿元，创新高。台积电日前在半导体展表示，建置中晶圆厂高达 20 座，整体产能建置规模较过去倍数增加，但仍无法满足客户需求。美国关税政策带动美国制造建厂需求。亚翔在手订单金额 4400.73 亿元为最多，董事长姚祖骧指出近四年来在新加坡承接统包案累计金额上看 6000 亿元，后续可望再接新案。汉唐在手订单金额约 1939.37 亿元续创新高，受惠于台积电、美光等大客户持续建厂。帆宣在手订单金额 1351 亿元新高，董事长高新明透露订单能见度至少到 2028 年，客户端在 2029 年、2030 年相关专案已进入规划，帆宣已部署材料、人力及在地施工团队支援客户在台湾、美国亚利桑那、日本及德国同步扩产需求，并投入 CoPoS 等技术发展。圣晖在手订单金额超过 600 亿元，台湾占比 68%，半导体订单占比 63%，上半年税后纯益 29.44 亿元，每股纯益 23.73 元，创同期新高。洋基上半年税后纯益 23.17 亿元，每股纯益 17.46 元，在手订单金额约 517.7 亿元，订单能见度达 2027 年底。 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PAX West 遊戲展以官方建議零售價銷售 RTX 50 系列 Founders Edition 顯卡","url":"https://stock-news.laohu8.com/highlight/detail?id=2665393606","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665393606?lang=zh_tw&edition=fundamental","pubTime":"2026-09-06 07:21","pubTimestamp":1788650475,"startTime":"0","endTime":"0","summary":"据外媒 TechPowerUP 报道，英伟达正在游戏展会中以原价销售 GeForce RTX 50 系列 Founders Edition 显卡。其中，RTX 5070 Founders Edition 售价 549 美元，RTX 5080 Founders Edition 售价 999 美元，而旗舰级 RTX 5090 Founders Edition 的官方建议零售价为 1,999 美元。英伟达 GeForce 品牌广告业务负责人 Jacob Freeman 表示，PAX West 现场的 Founders Edition 显卡仅会按照 MSRP 价格销售，活动持续时间取决于库存情况，售完即止。","market":"us","thumbnail":"https://k.sinaimg.cn/n/spider20260906/390/w896h1094/20260906/2481-d8c7d26b051618d1841f86b0dedee686.png/w120h90l50t1f86.jpg","type":0,"news_type":0,"thumbnails":["https://k.sinaimg.cn/n/spider20260906/390/w896h1094/20260906/2481-d8c7d26b051618d1841f86b0dedee686.png/w120h90l50t1f86.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2026-09-07/detail-iniqvvpf0239795.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, 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