STB-Finance理財大富翁

驅動晶片產能鬆動引發市場疑慮，瑞士信貸26日報告指出，有別於保守派看法，可撓式 OLED 面板正邁向黃金爆發期，預估2022年可撓式OLED出貨受惠中國手機品牌採用較今年成長25%，2025年出貨量較當前倍增，且 三星 DDI預期在未來交付台廠生產，龍頭 聯詠 （3034）可望受惠最大，對此重申聯詠735元目標價外，同步喊買頎邦（6147）、南茂（8150），目標價93元、57元。 瑞信表示，可撓式OLED面板逐漸成為手機主流，今年又以iPhone推力最大...

半導體封測大廠矽格 ( 6257-TW ) 今 (15) 日公告，董事會通過 2021 年資本支出追加案，將從原規劃的 55.9 億元，一舉提升至 100.5 億元，調升幅度高達 80%，也是近一周以來第二家專業測試廠調高資本支出。 矽格表示，今年原規劃資本支出為 55.9 億元，其中，母公司為 35.2 億元，子公司誠遠、矽興、台星科 ( 3265-TW )、聯測合計為 20.7 億元，但為配合營運需要，提高資本支出，因應客戶增長的訂單。 矽格此次調升資本支出至 100.5...

封測 業去年第3季以來隨著半導體市況火熱，市況同步走揚，今年在產業面持續加溫之下，封測廠第2季 營收 多半攻頂，龍頭日月光投控（3711）單季營收創同期新高，力成、南茂、 矽格 、菱生、同欣電等更改寫新猷，法人看好，隨著傳統旺季到來與市場需求持續火熱，封測廠下半年動能可望續強。 封測產業在半導體需求強勁帶動下，今年各大封測廠普遍呈現產能及接單滿載，反映在營運表現上，日月光投控第2季營收為同期新高；力成季增11.9%...

K線來記錄股市某段期間的股價，英文Candlestick Charts，意思是蠟燭圖， K線是根據股價一天(或者某一周期)走勢中形成的四個價位： 開盤價、最高價、最低價、收盤價(開、高、低、收) 繪製而成。 K線可以用不同的周期計算， 記錄一天的股價叫 日K線 、一周股價叫 周K線 、一個月股價叫 月K線 ，通常 短線投資人是以觀察日K線 為主。 為什麼會有K線？ 由於價格在開盤時間是每分每秒不斷有新的成交價格，因此資訊量龐大，如果我們要觀...

Begünstigt von den Preiserhöhungen schätzt die juristische Person, dass die IC-Design-Industrie Duntai (3545) im zweiten Quartal die Gewinnung eines Aktienkapitals anfechten und ihr Gewinn gegenüber dem ersten Quartal mehr als verdoppeln wird Es wird erwartet, dass die Leistung im dritten Quartal weiterhin neue Rekorde aufstellt. In den ersten drei Quartalen wird mehr als zwei Eigenkapital verdien...

Die Saison des elektronischen Versands rückt näher. Die juristische Person wies darauf hin, dass das aktuelle Angebot an ABF-Substraten weiterhin knapp sei und Jingsus (3189) von der Umsatzsteigerung und der Angebotssteigerung profitiert habe ein neues Hoch, und auch Xinxing (3037) wird neu gestartet. Am 6. schloss gleichzeitig der Aktienkurs im Minus, und es wurde zum Investitionsbrief zur Aufsto...

Metal case factory Catcher (2474) Q2 consolidated revenue was 10.402 billion yuan, a 17.6% quarterly decrease, mainly due to the lack of NB materials and the alternation of new and old products. The legal person estimates that it will have the effect of pulling goods in the electronic peak season. With this bet, Catcher’s Q3 revenue has the opportunity to challenge the double-digit quarterly growt...

Apple Siri, revisión doble de Arcade, experiencia de usuario muy mejorada Ya sea 4K HDR 60Hz Dolby Vision o 4K SDR @ 60 fps, en comparación con cualquier Apple TV en años anteriores, es el estándar más alto. Después de esta experiencia, se ha actualizado a 60 cuadros para aquellos que les gusta ver películas de acción y deportes. programas Es un bono para los amantes. Si es un usuario de Apple TV...

¡La función audiovisual y el mando a distancia han vuelto a evolucionar! El uso compartido de funciones de unboxing de Apple TV 4K de segunda generación ¡La segunda generación de Apple TV 4K ya está disponible! Aunque cada vez más televisores Android nuevos son compatibles con la aplicación Apple TV +, todavía hay muchos usuarios de televisores inteligentes, proyectores, monitores de computadora,...

Xiaomi Mi 11 makes the world's first Qualcomm Snapdragon 888 mobile platform 6.81 inch WQHD+ screen Mi 11 is equipped with a 6.81-inch WQHD+ AMOLED four-curved screen that supports HDR10+ and 10 bit color rendering; it has a 120Hz screen refresh rate and a 480Hz touch sampling rate. In addition to having a smooth screen performance, it is equipped with E4 luminous materials, The peak quality brigh...

Mi 11 Ultra is the top flagship configuration of Mi 11 series. In addition to being equipped with Qualcomm Snapdragon 888 mobile platform, it is equipped with a 120Hz 2K AMOLED quad-curved screen. The screen also supports Dolby Vision, HDR10+ and 1.07 billion color image colors; on the back of the fuselage It also provides a 1.1-inch AMOLED screen with an Always-On screen that can preview messages...

The two leading power sources, Delta (2308) and Lite-On Technology (2301), have released their revenue. Delta's June revenue was 26.204 billion yuan, maintaining near the record high in March. The second quarter revenue was 78.813 billion yuan. , The quarterly increase of 8.7%, the annual increase of 11.4%, in line with the previous expectations of the legal entity, Lite-On’s June revenue was 13.4...

MediaTek recently emphasized that the terminal market demand is still healthy, the annual revenue growth rate is estimated to exceed 40%, and the gross profit margin falls between 44% and 46%. MediaTek’s revenue last year was 322.145 billion yuan, and this year’s performance is estimated to increase by 40%. It is estimated that the annual performance will reach 451 billion yuan. The first half of...

SES, a supplier of lithium metal batteries for electric vehicles, will merge Ivanhoe Capital’s acquisition of the company through the SPAC process, and go public on the New York Stock Exchange. Hon Hai announced its participation in SES (Solid Energy Systems) lithium metal high energy density battery company PIPE (post-listing private equity investment) Capital increase case, expecting to cooperat...

The innovation of iPhone also affects the competition and cooperation of the supply chain behind it. With the iPhone 13 launched this fall, it is expected that more Chinese manufacturers will join the supply chain, and competition will become increasingly fierce. How shining is "Apple Light"? It has always been an indicator of supply chain growth. Based on the data of various research institutes,...

全球經濟動能逐步復甦，LME鉛價近期也突破2300美元/噸，創下3年來高點，法人看好，鉛酸蓄電池大廠廣隆(1537)將可望受惠，而廣隆在北美地區訂單成長強勁，加上歐洲市場表現穩定帶動下，6月合併營收創下2019年4月以來高點，Q2營收則來到近6季最佳；廣隆表示，目前接單已回到2019年疫情前的水準，Q3訂單接完，Q4評估也不成問題，而公司下半年營運通常會優於上半年。廣隆6月合併營收為6.89億元，月增6.83%，主要係受惠於出貨量持續成長...

The same is the M1 processor, should you choose MacBook Pro or MacBook Air? (Price unit is Taiwan currency) The performance and power consumption of the M1 chip introduced by Apple has indeed been well received by the market, and the price is much cheaper than in the past. The previous generation of the MacBook Pro 13, which is also positioned as an entry point, starts at 42,900 yuan. Now the M1 c...

華紙 （1905） 今（7）日召開股東會，由董事長黃鯤雄主持，他在會上宣示，華紙將以加入「國際再生能源倡議RE100」為目標，並帶動供應鏈響應，力求2030年使用60%再生能源，2050年100%使用再生能源，除現有的森林碳匯資產外，也將加強工廠內的能源自主率，並以智慧科技推動數位產銷，減少產品碳足跡。 黃鯤雄說，雖然過去三年整個市場低迷，特別是文化紙這個行業，不過華紙在這三年來，擴大了資本支出，在這個過程中，對經營結構做了...

工業電腦大廠研華 ( 2395-TW ) 今 (7) 日公告 6 月營收 50.47 億元，創歷史次高，月增 12.5%，年減 1.5%；第二季營收 142.1 億元，季增 8%、年增 1.4%，也創歷史次高，略優法說預期。 研華表示，6 月以工業物聯網事業群 (IIoT) 及服務物聯網事業群 (SIoT) 表現最佳；應用電腦事業群 (ACG) 及物聯雲事業群 (CIoT) 營收受專案時程遞延影響表現相對疲弱，年對年雙位數下滑。 研華上半年營收 273.71 億元，年增 8.2%，也為歷史新高，其...

歐美經濟重開機，別錯過投資這商品！ 儘管台灣還深受新冠肺炎疫情所苦，許多產業因WFH而影響經濟活動，但歐美多國因為疫苗施打率較高，民眾的生活步調逐漸恢復。當世界正準備重新開機，迎接過往熱絡的經濟活動時，那些需要實際人為施工的工程、交通建設等產業，反而因各國逐漸解封與中美兩大巨頭的基礎建設方案，讓投資人有新的投資選擇！   逐步解封擴大支出 基建產業投資潛力浮現   在疫情肆虐期間，面對賺錢與健康的...

Following Morgan Stanley’s call for wafer increases, the latest Credit Suisse report stated that due to limited wafer capacity output but a substantial increase in demand, both 8-inch and 12-inch wafers will become more in short supply from 2021-2023, and the relevant supply chain capacity The utilization rate is expected to gradually reach 100%. From the second half of the year, the utilization r...

根據南韓BusinessKorea報導，包括蘋果、Google、亞馬遜和臉書等科技巨擘，都開始自行研發晶片，代表全球晶圓代工業務將進一步成長，有利於晶圓代工廠商，尤其是台積電。 蘋果7月發表的第5代平板點腦iPad Pro，安裝自行研發的M1晶片。事實上，蘋果已變成晶片設計公司，在iPhone、麥金塔電腦和iPad上安裝自家晶片。 除了蘋果，亞馬遜目前也透過2015年收購的以色列Annapurna Lab，為自家的網路研發晶片。Google正在為自家的行動應用處...

Tech Key Youtube： https://youtu.be/ecQ_8EzeaCM Despite the severe COVID-19 epidemic in Taiwan, the semiconductor packaging and testing plant Licheng (6239) has consolidated revenue of NT$6.886 billion since the end of May, a record high in a single month. The legal person pointed out that Licheng continued to benefit from strong memory packaging and testing orders and the growth of logic chip pac...

According to Nikkei, both Apple and Intel have already begun testing TSMC’s 3nm process technology, and will start production next year as soon as possible. Intel is rumored to use 3nm technology in a new generation of notebooks and data center processors, while Apple plans to release 3nm process chips on the iPad for the first time. As TSMC plans to start mass production of 3nm chips in the secon...

The State-owned Assets Supervision and Administration Commission of the State Council of China (SASAC) approved the integration of China Electronics Technology Group (CETG) and China Potevio Information Industry Group (CPIIG, or Potevio), and Potevio will become a wholly-owned subsidiary of the former. According to the analysis of Nikkei Asia, China merged with state-owned technology companies to...