Shows
STB-Finance理財大富翁超越台積電的代工奇蹟-2382廣達-ETF投資-月配息潛力股Line搜尋@802wvblw小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 代工大廠廣達15日公布首季財報，合併營收2,589.39億，季減10.1％，年減2.7％，毛利率8.48％，廣達指出，主要受惠產品組合優化，毛利率較前一季成長，第1季筆電出貨1,050萬台，受惠AI伺服器需求強勁，預計今年將發38億8747.9萬元作為員工紅利。 廣達第1季合併營收2,589.39億、季減10.1％、年減2.7％；毛利率8.48％、季增0.42％、年增1.88％；營益率4.52％、季增0.42％、年增1.57％；純益率4.66％、季增1.09％、年增2.23％，其中毛利率、營益率皆創下歷年同期新高，純益率則是改寫新高；稅後純益120.68億元、季增17.4％、年增86.4％也創下歷年同期新高，EPS 3.13元。 日前董事會也決議，今年將分派38億8747.9萬元，相比去年的30億271.4萬元，增幅近30％；15日同時舉行董事會，會中決議捐贈1億元予財團法人廣達醫療科技基金會，作為營運資金 二.Telegram,理財STB✨ https://t.me/stbstock11 Powered by Firstory Hosting
2024-05-1907 min
STB-Finance理財大富翁109年不動產經紀人-民法概要Line_@802wvblw 台南市永康區的復國商圈生活機能完善，吸納東區、北區和南科上班族群進住，房價持穩上漲，近三年來中古屋行情起碼有五成漲幅。而南科持續擴廠所帶來的新住房需求，加上鄰近的東區門戶新地標平實轉運站動工，將為當地房市進一步加持。 信義房屋台南復國店專案經理郭奕民表示，復國商圈若以地理位置劃分，大致上東以國道1號的大灣交流道為界，西到忠孝路，北至中山南路，南以小東路為界，目前共有復國和復華兩個里。 復國商圈位於發展快速的東橋商圈及平實重劃區中間點，帶動生活機能趨於完善，食衣住行均非常便利，在復國一路上有許多店家及連鎖商號像是7-11、全家、特力屋、小北百貨、全聯，也有復國黃昏市場、復華夜市，以及各式醫療診所，至於大醫院則有永康榮民醫院、成大醫院。 教育方面，除了有好幾間幼兒園外，附近學區有永信國小、南大附中、永仁高中、崑山科大。 由於鄰近的東區及北區房價相對比較高，在減輕支出考量下，加上該兩地區距離復國商圈的車程大約僅五至十分鐘，因此吸引東區及北區上班族群進住。 https://www.youtube.com/watch?v=41onUVMM2UU 至於南科工作族群方面，雖然會優先選擇毗鄰的新市區和善化區，但從生活便利性角度來看，路程僅約30分鐘的復國商圈也獲不少南科族群青睞。 郭奕民進一步說，復國商圈中古屋市場這幾年來一直維持相當不錯的成交量，進而推升房價攀升；以地坪約20多坪、屋齡20多年的透天厝為例，三年前的總價約在700萬至900萬元區間，目前漲為900萬至1,200萬元價位。 在中古住宅大樓方面，三房格局、屋齡約25年的產品，三年前每坪單價約為10萬至12萬元，現在則漲為單價每坪16萬至20萬元，漲幅超過五成 小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 Powered by Firstory Hosting
2024-04-2606 min
STB-Finance理財大富翁108年不動產經紀人-土地法規與稅法概要解題Line_@802wvblw 高雄捷運鳳山國中站周邊的2,300坪土地，2018年由國城建設得標，此一住宅建案「鳳山都更好」大樓，即將在7月正式進場銷售，是高雄有史以來的第一個公辦都更案，2021年的「特貿三」公辦都更成功招商之後，高雄這2年內的公辦都更、捷運聯合開發案，更是左右開攻，多案齊發，曾在2022年12月30日流標的捷運橘線O10站衛武營站聯開案，也將伺機再招商，光是高雄六大公辦都更、以及四大捷運聯開案，如果全部順利脫標，將可為高雄引資超過1,662億元。 在公辦都更方面，高雄史上金額最高的公辦都更則非「特貿三」莫屬，南北3塊基地，在2021年11月15日，分別由國城團隊、國場團隊、以及興富發團隊勝出，總投資額高達800億元，3個得標團隊目前正在申請建築執照階段，未來除了住宅大樓之外，也將興建9棟商辦和一處商場，商辦樓地板面積逾10萬坪，成為高雄未來商辦重鎮。 最近招商有成果的公辦都更案，則是荒廢12年的高雄市舊市議會的2,122坪基地，今年3月8日由台灣人壽取得最優申請人資格，規劃興建商辦總部，台灣人壽是近年投資高雄相對積極的壽險集團，除了高雄總圖BOT案，更早則是耗資165億元買下漢來新世界整棟百貨和飯店、以及163億元投資開發和發產業園區。 公辦都更持續開花結果，高雄市政府趁勝追擊，今年4月連續公告2筆公辦都更招商案，分別是占地約1.8公頃的「左營機20」、以及基地面積約2,000坪的岡山新行政中心公辦都更案。 至於財政局的「左營高鐵科技之心」公辦都更，2.4公頃的基地近期已獲內政部都委會通過都市計劃變更，目前正準備相關資料，預定今年第四季招商，預計引進民間投資181億元，興建7萬多坪的商場、辦公、商務、會展、轉運及停車等空間設施。 高雄副市長林欽榮指出，高雄市現有商辦供給，主要集中在南高雄，規劃的半導體產業S廊帶中心樞紐區的北高雄，商辦供給已經無法滿足近期市場需求，透過「左營高鐵科技之心基地都市計畫案」的都市計畫變更、結合TOD交通樞紐優勢，就是要打造北高雄亮點商業中心 小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 Powered by Firstory Hosting
2023-07-3002 min
STB-Finance理財大富翁108年不動產經紀人-民法解題Line_@802wvblw 高雄捷運鳳山國中站周邊的2,300坪土地，2018年由國城建設得標，此一住宅建案「鳳山都更好」大樓，即將在7月正式進場銷售，是高雄有史以來的第一個公辦都更案，2021年的「特貿三」公辦都更成功招商之後，高雄這2年內的公辦都更、捷運聯合開發案，更是左右開攻，多案齊發，曾在2022年12月30日流標的捷運橘線O10站衛武營站聯開案，也將伺機再招商，光是高雄六大公辦都更、以及四大捷運聯開案，如果全部順利脫標，將可為高雄引資超過1,662億元。 在公辦都更方面，高雄史上金額最高的公辦都更則非「特貿三」莫屬，南北3塊基地，在2021年11月15日，分別由國城團隊、國場團隊、以及興富發團隊勝出，總投資額高達800億元，3個得標團隊目前正在申請建築執照階段，未來除了住宅大樓之外，也將興建9棟商辦和一處商場，商辦樓地板面積逾10萬坪，成為高雄未來商辦重鎮。 最近招商有成果的公辦都更案，則是荒廢12年的高雄市舊市議會的2,122坪基地，今年3月8日由台灣人壽取得最優申請人資格，規劃興建商辦總部，台灣人壽是近年投資高雄相對積極的壽險集團，除了高雄總圖BOT案，更早則是耗資165億元買下漢來新世界整棟百貨和飯店、以及163億元投資開發和發產業園區。 公辦都更持續開花結果，高雄市政府趁勝追擊，今年4月連續公告2筆公辦都更招商案，分別是占地約1.8公頃的「左營機20」、以及基地面積約2,000坪的岡山新行政中心公辦都更案。 至於財政局的「左營高鐵科技之心」公辦都更，2.4公頃的基地近期已獲內政部都委會通過都市計劃變更，目前正準備相關資料，預定今年第四季招商，預計引進民間投資181億元，興建7萬多坪的商場、辦公、商務、會展、轉運及停車等空間設施。 高雄副市長林欽榮指出，高雄市現有商辦供給，主要集中在南高雄，規劃的半導體產業S廊帶中心樞紐區的北高雄，商辦供給已經無法滿足近期市場需求，透過「左營高鐵科技之心基地都市計畫案」的都市計畫變更、結合TOD交通樞紐優勢，就是要打造北高雄亮點商業中心 小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 Powered by Firstory Hosting
2023-07-3001 min
STB-Finance理財大富翁108年普考-民法概要解題Line_@802wvblw高雄捷運鳳山國中站周邊的2,300坪土地，2018年由國城建設得標，此一住宅建案「鳳山都更好」大樓，即將在7月正式進場銷售，是高雄有史以來的第一個公辦都更案，2021年的「特貿三」公辦都更成功招商之後，高雄這2年內的公辦都更、捷運聯合開發案，更是左右開攻，多案齊發，曾在2022年12月30日流標的捷運橘線O10站衛武營站聯開案，也將伺機再招商，光是高雄六大公辦都更、以及四大捷運聯開案，如果全部順利脫標，將可為高雄引資超過1,662億元。 在公辦都更方面，高雄史上金額最高的公辦都更則非「特貿三」莫屬，南北3塊基地，在2021年11月15日，分別由國城團隊、國場團隊、以及興富發團隊勝出，總投資額高達800億元，3個得標團隊目前正在申請建築執照階段，未來除了住宅大樓之外，也將興建9棟商辦和一處商場，商辦樓地板面積逾10萬坪，成為高雄未來商辦重鎮。 最近招商有成果的公辦都更案，則是荒廢12年的高雄市舊市議會的2,122坪基地，今年3月8日由台灣人壽取得最優申請人資格，規劃興建商辦總部，台灣人壽是近年投資高雄相對積極的壽險集團，除了高雄總圖BOT案，更早則是耗資165億元買下漢來新世界整棟百貨和飯店、以及163億元投資開發和發產業園區。 公辦都更持續開花結果，高雄市政府趁勝追擊，今年4月連續公告2筆公辦都更招商案，分別是占地約1.8公頃的「左營機20」、以及基地面積約2,000坪的岡山新行政中心公辦都更案。 至於財政局的「左營高鐵科技之心」公辦都更，2.4公頃的基地近期已獲內政部都委會通過都市計劃變更，目前正準備相關資料，預定今年第四季招商，預計引進民間投資181億元，興建7萬多坪的商場、辦公、商務、會展、轉運及停車等空間設施。 高雄副市長林欽榮指出，高雄市現有商辦供給，主要集中在南高雄，規劃的半導體產業S廊帶中心樞紐區的北高雄，商辦供給已經無法滿足近期市場需求，透過「左營高鐵科技之心基地都市計畫案」的都市計畫變更、結合TOD交通樞紐優勢，就是要打造北高雄亮點商業中心 小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 Powered by Firstory Hosting
2023-07-2905 min
STB-Finance理財大富翁108地政四等-法規概要解題Line_@802wvblw 這幾年國內各地的房價明顯上漲，嘉義市也不例外，實價登錄甚至出現預售大樓、華廈單價逼近4字頭，在地房仲業者表示，這幾年隨著工料雙漲，嘉義的預售案每年穩定上漲5~10%，現在預售屋房價仍多在2字頭，但預估明年中之後，3字頭就會成為普遍現象 台灣房屋嘉義中山加盟店店東吳昶紳表示，以「勃朗峰、THEONE」這個建案來說，雖然創下總價新高，但在地人都稱該案是「嘉義的帝寶」，屬於比較特殊的建案，建材、公設、保全等都不同於其他建案，因此可以賣高價並不意外 大家房屋嘉義興業加盟店店東汪文淵則表示，這種產品較特殊，銷售其也會比較長，買方多是外縣市民眾，總價4000萬元以上在地人通常還是會選擇透天別墅。 不過嘉義市預售建案價格上漲明顯，吳昶紳指出原物料、工資、缺工等相關因素，都是導致預售案房價上漲的原因，3年前嘉義市還可用每坪19萬元買到預售建案，2年前這類產品房價就已經站上2字頭，目前雖然仍是以2字頭為主，但大多數已來到每坪25~28萬元，近幾年每年都以5~10%的幅度上漲中，預估明年中之後，預售建案3字頭房價就會非常普遍。 小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 Powered by Firstory Hosting
2023-07-2705 min
STB-Finance理財大富翁108年地政士-民法與信託法解題Line_@802wvblw小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 不論是首購或是換屋，買房最在意的不外乎是周邊機能的便利性和居住環境的生活感，選擇機能強大的市中心，因高度開發密集街區，可能犧牲採光、棟距、和自然寧靜的生活感；若選擇郊區，又必須忍受日常採買、通勤、娛樂的不便性。位於台南永康的「永大市政重劃區」，是成熟市心的小型重劃區，面積僅19公頃，區內道路退縮、方正規劃，擁有市中心難得的舒適性和開闊感，另外周邊有永大路商圈、大灣商圈、崑山科大商圈、小東路商圈、永康車站商圈等5大成熟商圈，5處政府行政機關，與崑山國小及明星學校大灣高中等６大全學齡完整學區，生活機能和生活質感兼具。在聯外交通上，8分鐘上中山高，開車前往南科、高鐵站三井outlet、南紡購物中心只要15～20分鐘，交通便捷、商圈多元、高綠覆及低密度等條件，不僅在地買盤熱絡，更是受南科族群青睞的房市購屋熱區 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 遠雄東御苑，規劃29～48坪2～4房，風車型建築讓通風和採光極大化，利用無限視野、棟距的先天優勢，規劃每間臥室全面低檯度大尺寸開窗、無暗房理想格局，兼顧健康與舒適。公設藉由光與綠，讓大面積中庭花園、休憩區、室內外交誼空間、健身房、瑜珈室、閱覽室、兒童遊戲室交織出家人獨屬的親密時光。此外，社區規劃垃圾廚餘分類冷藏室、車位預留充電套管、智能防疫電梯、全棟式淨水系統、廚下淨水設備、車道e-Tag 感應式門禁搭配車牌辨識系統，千坪大社區豐富全齡化公設與科技設備，不單超越同區大樓案，完善的物業管理也提供更勝透天住宅的便利服務與安心保全。 【遠雄東御苑】 台南親子公園宅 29-48坪 預約專線：06-2736000 接待中心：台南市永康區永華路及永榮ㄧ街 Powered by Firstory Hosting
2023-07-2508 min
STB-Finance理財大富翁108年地政土地法規解題Line_@802wvblw小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 由於升息、打炒房等種種因素影響，高雄的房市交易量迅速下滑，中古屋已有價格鬆動的跡象，但反觀新建案、尤其是預售建案，目前仍未感受到建商有調整價格的打算，反而還緩慢上升中。 這其中最重要的因素，當然是成本考量，高雄市代銷公會理事長謝哲耀表示，過去的2~3年高雄土地、營建成本大幅成長，原本15樓的大樓1坪營建成本12萬元上下就蓋得起來，如今不僅衝上16萬元，甚至超高大樓每坪營建成本已突破20萬元，約22~23萬元，加上土地價格居高不下，建商推案也只能繼續將單價拉高，以回應不斷上揚的成本 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 從實價登錄資訊來看，去年第四季左營區的預售建案均價已來到39.94萬元，比起第三季的34.47萬元、增加5.47萬元，漲幅15.8%。 而鑫龍騰開發今（14）日動土的福山段新案，2021年時是以每坪200萬元的左營地價新高購入，加上規劃地上32樓的超高住宅，地下採用1樓至地上8樓採SRC構造，一般預期房價也會在4~5字頭之間。鑫龍騰開發總經理黃勁嘉表示，該案將規劃39~59坪的首換產品，屬於市場上較特殊的產品。 Powered by Firstory Hosting
2023-07-2408 min
STB-Finance理財大富翁108年地政士-土地法規解題Line_@802wvblw小額贊助支持本節目： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法： https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 一. 美術地國-股票and地產✨： https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 Powered by Firstory Hosting
2023-07-2308 min
STB-Finance理財大富翁Taiwan investiert in grüne Energie環保能源-地熱-2616山隆- 轉投資乾淨能源- 鑽探技術大突破 - 越南運輸物流 Invest ???Line @802wvblw Shanlong betreibt derzeit hauptsächlich Tankstellen, wobei das Tankstellengeschäft 69 % des Umsatzes und Transport und Logistik 31 % ausmachen. Wang Zhenglong sagte, dass die Personal- und Verwaltungskosten der Tankstellenbranche in den letzten Jahren gestiegen sind und die Betriebskosten ziemlich hoch sind, was den Betrieb vieler kleiner und mittlerer Tankstellen erschwert Gewinn- und Verlustdifferenz zwischen den beiden Jahren ist nicht groß. Am Beispiel der aktuellen Situation des Tankstellengeschäfts wies Wang Zhenglong darauf hin, dass derzeit alle Tankstellen in der Ölproduktverkaufsbranche mit Ausnahme von CNPC Werbeangebote haben und Shanlong auch unterschiedliche Werbeaktionen entsprechend den unterschiedlichen regio...
2022-01-2909 min
STB-Finance理財大富翁互聯網新突破-駭客經濟學 - 中華電信子公司精測 長期投資 定期存股 提早15年退休 Invest Taiwan 精測表示，四大方針包括提升現有客戶新應用佔比，同時開發具潛力新客戶；掌握美中科技戰趨勢變化，積極布局全球與彈性調整產能；強化全球技術行銷能力，全力推廣自有技術。 Line @802wvblw 精測看好，公司營運成長快速，原有廠房及營運研發總部預計 2023 年滿載，且為因應半導體探針卡、智慧製造新事業的產能擴充需求，今年初經董事會通過購置第三座製造廠預建地，預計 2024 年啟用。 精測去年適逢成立 15 周年，面對全球時局急遽變化，公司將危機化為商機，並專注半導體測試介面研究與開發，相關國際競爭力及經營實績，獲國際各項大獎肯定。 精測近年積極在移轉產品布局，從一開始 IT 用標準低層數的印刷電路板、再拓展高階多層 IC 測試板、晶圓測試板等市場，更自 2016 年跨入半導體先進 MEMS 探針卡領域。 根據研調機構 VLSI Research Inc. 調查報告顯示，精測去年在全球半導體探針卡排行榜，由第 18 名躍升至第 11 名，穩居全球前 20 強，並在 2021 年上半年躋身全球非記憶體類 MEMS 探針卡第 3 位 Line @802wvblw 小額贊助支持本節目： https://open.firstory.me/join/wmomgreat 留言告訴我你對這一集的想法： https://open.firstory.me/story/ckyz11tep8csm0868j7ka67e6?m=comment 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Jingce said that the four major policies include increasing the proportion of new applications for existing customers, and developing new customers with potential; grasping the trend of the US-China technology war, actively deploying global and flexibly adjusting production capacity; strengthening global technology marketing capabilities, and fully promoting its own technology . The company is optimistic about the rapid growth of the company's operations. The original plant and operational R&D headquarters are expected to be fully loaded in 2023. In order to meet the capacity expansion needs of the new business of semiconductor probe cards and smart manufacturing, the board of directors approved the purchase of the third manufacturing plant at the beginning of this year. Construction site is expected to open in 2024. Last year, Jingce celebrated its 15th anniversary. In the face of rapid changes in the global situation, the company turned the crisis into a business opportunity, and focused on the research and development of semiconductor test interfaces. Its international competitiveness and business performance have been recognized by various international awards. In r
2022-01-2912 min
STB-Finance理財大富翁ＥＳＧ當紅投資項目（粵語）-五分鐘縱覽-invest Taiwan 2317鴻海跨領域獵地全球熱議 ESG（環境、社會、公司治理），但是，許多企業擔憂投入初期增加顯性成本，財報也不見得立刻呈現績效，如何讓供應鏈夥伴、投資方相信 ESG 是「玩真的」？接踵而來的質疑，加上企業找不到一套具體方案，對 ESG 始終望之卻步！ 鴻海科技集團董事長劉揚偉喊出「永續經營= EPS + ESG」，認為企業貫徹執行 ESG，必須先有健康 EPS（每股盈餘）作為後盾，意味從營運面找到 EPS 與 ESG 關鍵交集，將 ESG 融入企業 DNA，兼容獲利又實踐基業永續。究竟，在轉型路口，鴻海如何把難題化為商機？ 裡應外合、接軌國際落地 ESG 中南部不動產聯銷中心- K金小編😃 Ｌine : @802wvbw 經歷： 南區不動產商業同業公會理事長 台南國宅加盟會員 群發資產管理有限公司組長 證照： 不動產仲介合格證照399221 109特種考試地政及格 證券測字第2250672008 信託電字第Y150210570020 美術地國-股票and地產在LINE官方帳號登場囉！ 我們將會提供許多好康資訊給大家， 請利用下方連結，將我們的帳號加入好友來接收優惠資訊： https://lin.ee/1laKeGK Ｌine : @802wvbw https://www.youtube.com/watch?v=IZOTdg4cvt8 「投資 ESG 確實短期從財報看不到成果，尤其要讓產業鏈夥伴，堅信這件事有利可圖，供應商永續管理機制就顯得重要！」鴻海科技發言人巫俊毅表示，鴻海導入一套標準化供應商稽核流程，每年依據評鑑分數，調整訂單比例並輔導缺失改善，藉此激勵產業上下游業者，為了接到更多鴻海訂單，積極響應 ESG。 對內集團營運管理，由董事長扮演火車頭，主導 CSR 委員會，從上到下展示追求 ESG 強烈意志，持續向投資方、利害關係人溝通獲得支持；也特別設立環境、社會、及治理小組，邀請各部門有熱誠的同仁擔任推動大使，全體員工從工作日常落實 ESG。 巫俊毅提醒，推動 ESG 切忌閉門造車，鴻海接軌國際評鑑標準，積極參加國內外具公信力的評比，爭取企業永續相關獎項，像是全球企業永續獎（GCSA）、台灣企業永續獎（TCSA）等，對此也可讓員工有成就感；鴻海還踴躍參與國際論壇，對外分享並學習其他ESG標竿典範，持續精進作法。 強大數位核心驅動 ESG 融合營運流程 身為全球電子製造服務業龍頭，鴻海在全球 24 個國家／地區，總計有 137 個廠區、營運據點，涵蓋各供應鏈、關鍵零組件製造、設計研發等龐大事業體，要讓各單位繁複的營運流程都落實 ESG，並且隨時檢核永續表現 KPI 數據，著實是一大考驗。 對此，鴻海啟動 F2.0 轉型戰略，打造強勁數位核心，將 ESG 永續目標貫穿價值鏈；策略之一便是與 SAP 深化合作，以 SAP S/4HANA 為數據基礎，串聯各單位營運，從原料採購、産品生產、財務作業等，巫俊毅指出，「SAP ERP 可完整追溯生產歷程、物料供應等資料，確保每個營運環節符合集團 ESG 目標，完善一套屬於鴻海的責任製造準則。」 如此，端到端營運資料皆透明可視，有助決策者洞察 ESG 績效及風險管理，加速集團對永續議題能即時反應；財務部門也能在產出報表時，清楚揭露營運績效與永續發展的正相關，向投資者、利害關係人及外界展現鴻海追求永續的決心。 SAP 產業觀察：財報揭露 ESG 成趨勢 過去投資方、利害關係人評估一間企業是否值得投資，會以財務報表、公司營收作為判斷標準，越來越多企業選擇將 ESG 指標納入財報。 SAP 綜觀產業，「企業財務檢討營運績效的視角逐漸改變，過去優先關注產品獲利、營收表現，現在企業也會關心生產過程對環境衝擊、社會影響的價值，像是碳排放量、廢棄物管理、產品設計到生產的永續責任等。鴻海作為永續標竿企業，善用數位工具，強化節能減碳的技術研發與創新應用，將企業整體業務流程緊扣環境使命、社會責任和公司治理等指標，並藉由資料驅動，在價值鏈中獲取永續洞見，以擬定優化行動方案，進而將整個集團乃至供應鏈上下游，轉變為永續業務流程。」 展望未來，鴻海持續響應氣候行動 100+ 淨零排放，目標 2030 年針對主要客戶的生產活動 100% 採用清潔能源、2050 年實現價值鏈溫室氣體淨零排放，展現與環境共存共榮決心。巫俊毅亦表示，「擁抱 ESG 不能獨善其身，我們倡議 MIH 電動車開放聯盟，帶領夥伴開拓綠能商機，將永續行動擴大至供應鏈生態系，為產業樹立綠色製造典範。」 🤩 ESG (environmental, social, and corporate governance) is hotly debated around the world. However, many companies are worried that the initial investment will increase the explicit cost, and the financial report may not show performance immediately. How to convince supply chain partners and investors that ESG is “real”? The ensuing doubts, coupled with the fact that companies cannot find a specific solution, have always been discouraged from ESG! Liu Yangwei, chairman of Hon Hai Technology Group, called out "sustainable management = EPS + ESG", believing that the implementation of ESG in enterprises must be backed by healthy EPS (earnings per share), which means finding the key intersection between EPS and ESG from the operational side, and integrating ESG Integrate into the corporate DNA, compatible with profit and practice foundation sustainability. After all, at the junction of transformation, how does Hon Hai turn problems into business opportunities? Internal and external cooperation, integration with international implementation of ESG "Investing in ESG does not yield results from the financial report in the short term. In particular, to make industry chain partners believe that this is profitable, the supplier's sustainable management mechanism is very important!" said Wu Junyi, a spokesman for Hon Hai Technology. Hon Hai introduced a set of Standardize the supplier audit process, adjust the proportion of orders and guide the improvement of defects every year based on the evaluation scores, so as to encourage upstream and do
2022-01-1605 min
STB-Finance理財大富翁比特幣投資- 以太坊交易- Invest Taiwan 2376技嘉 美國CES即將在週三(5日)開展，技嘉(2376)宣布以線上數位的形式，展出近年極力推廣的「智慧生活圈」中的各種關鍵技術及智慧物聯網應用。 期間，技嘉將透過官網平台「INDUSTRY」介紹各種可帶動產業進行數位轉型的解決方案。 ? 中南部不動產聯銷中心- K金小編 Ｌine : @802wvbw 經歷： 南區不動產商業同業公會理事長 台南國宅加盟會員 群發資產管理有限公司組長 證照： 不動產仲介合格證照399221 109特種考試地政及格 證券測字第2250672008 信託電字第Y150210570020 美術地國-股票and地產在LINE官方帳號登場囉！ 我們將會提供許多好康資訊給大家， 請利用下方連結，將我們的帳號加入好友來接收優惠資訊： https://lin.ee/1laKeGK Ｌine : @802wvbw 技嘉近年搶攻雲端、邊緣運算市場，今年CES線上展會除推出支援AMD EPYC與第三代Intel Xeon可擴充處理器的伺服器分別超過75款，另也推出10多款ARM架構伺服器平台。 技嘉指出，在AMD、Ampere、Intel、NVIDIA、Qualcomm、Submer及Xilinx等合作夥伴的支援下，其伺服器解方除雲端市場，亦適用於各產業，在包括各個高科技企業、醫療、科學、學術研究及公家機構等市場均有成績。藉此能量，技嘉將持續推出創新產品。 技嘉表示，5G將帶動全球新一代數位變革，該公司長年開發Arm伺服器，在Arm架構下設計多款邊緣運算伺服器，搭載Ampere的80/128高核心CPU，極大化壓縮運算密度，用輕巧機身配置足量的效能、儲存空間、網路速度，提供5G落地最需要的部署彈性。 該公司近年為創造5G城市應用而推出適用戶外作業環境的邊緣運算平台，並藉以衍生推進智慧交通發展的各種車牌辨識、影像監控系統、智慧電桿及智慧交通管理解決方案。 技嘉也切入自駕車商機。該公司說，身為全球車廠的合作夥伴，為各式車輛開發決策控制主機與ECU、TCU等客製化產品，其獨家的ADAS系統-PILOT系列平台，可連接各種感測裝置，即時收集與傳輸數據，分析車輛與駕駛人狀態，並即時做出決策與反應。 技嘉與旗下的邁爾凌科技合作提供一套軟硬體整合的AI開發系統平台，透過簡易直覺的介面及完整的AI生命週期管理平台如資源、容器、模型管理，大幅提升AI訓練及服務的效率及效益，更輕鬆的滿足智慧交通中大量數據資料處理及交通網絡的協同作業能力。 https://www.youtube.com/watch?v=IZOTdg4cvt8 ? The US CES will be held on Wednesday (5th), and GIGABYTE (2376) announced that it will display various key technologies and smart IoT applications in the "Smart Life Circle" that has been vigorously promoted in recent years in the form of online digital. During the period, GIGABYTE will introduce various solutions that can drive the digital transformation of the industry through its official website platform "INDUSTRY". In recent years, GIGABYTE has been rushing into the cloud and edge computing markets. In addition to launching more than 75 servers supporting AMD EPYC and third-generation Intel Xeon scalable processors, it also launched more than 10 ARM-based server platforms at this year's CES online show. GIGABYTE pointed out that with the support of partners such as AMD, Ampere, Intel, NVIDIA, Qualcomm, Submer, and Xilinx, its server solution is applicable to various industries, including various high-tech enterprises, medical, scientific, Academic research and public institutions and other markets have achieved results. With this energy, GIGABYTE will continue to launch innovative products. GIGABYTE stated that 5G will drive a new generation of digital revolution in the world. The company has been developing Arm servers for many years, and has designed a variety of edge computing servers under the Arm architecture. It is equipped with Ampere's 80/128 high-core CPU, which maximizes the compression and computing density. The fuselage is equipped with sufficient performance, storage space,
2022-01-1606 minSTB-Finance理財大富翁光刻機的新應用8942森鉅-Ｉｎｖｅｓｔ Ｔａｉｗａｎ 森鉅(8942)為新創環保公司營運使用，取得台南市不動產。森鉅取得台南市柳營區義士段74(部分)、75(部分)、76、77、78號土地，土地面積約4,015.22坪，每坪7.8萬元(稅外加)，交易總金額3億1318萬7160元(稅外加)，交易相對人為光洋應用材料科技股份有限公司。 新創公司於107年11月9日與光洋科簽訂不動產買賣契約書，光洋科願將柳營區名下土地出售於新創公司，其雙方所簽訂之合約條文第四條規定，「契約成立後，為讓新創公司符合『台南市柳營科技工業區土地出售要點』或主管機關法規或入園規定者等，新創公司與光洋科同意另簽訂土地租賃契約，租賃期間約定為三年。 三年租賃期滿，如新創公司尚未符合『台南市柳營科技工業區土地出售要點』致無法達到買賣標的物移轉交易條件時，只要新創無違約情事，光洋科同意租賃期間得再續一年」。 新創公司為推動國內環保循環再生產業技術，特引進日本先進製程設備，但因疫情關係致新創公司在三年租賃期滿，尚未達到買賣物移轉交易條件，故雙方依原合約租賃續約條款於110年10月1日簽訂不動產買賣契約第一次增補協議書，同意展延租賃期間為110年11月10日至111年11月9日 中南部不動產聯銷中心- K金小編 Ｌine : @802wvbw 經歷： 南區不動產商業同業公會理事長 台南國宅加盟會員 群發資產管理有限公司組長 證照： 不動產仲介合格證照399221 109特種考試地政及格 證券測字第2250672008 信託電字第Y150210570020 美術地國-股票and地產在LINE官方帳號登場囉！ 我們將會提供許多好康資訊給大家， 請利用下方連結，將我們的帳號加入好友來接收優惠資訊： https://lin.ee/1laKeGK 小額贊助支持本節目： https://open.firstory.me/join/wmomgreat 留言告訴我你對這一集的想法： https://open.firstory.me/story/cky9vumpf55cs096087rg39kc?m=comment 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Powered by Firstory Hosting
2022-01-1111 min
STB-Finance理財大富翁2022年能源大飆股- 長期投資關鍵-綠色能源崛起-台商在大陸深根未來三個月上漲機率分析 新光鋼74% 台達電70% 東元66% ??? 四大公投中的「珍愛藻礁」、「重啟核四」兩議題與電力有關，影響未來能源使用配比，是經濟發展的最重要因素，公投結果也使綠能發展，再度吸引投資人的目光。法人表示，台股中太陽能、離岸風電等族群，多不占權值，又有公投題材加持，17日已吸引資金進駐、掀起一波行情，指標股上緯投控成交量暴增並衝上漲停，包括世紀鋼、亞聚等個股也紛紛翻紅。 兆豐國際投顧協理黃國偉表示，為兼顧環保與電力供應，最好的解決方案就是使用綠電，無論公投結果如何，離岸風電都擁政策面上的強力支持，在政府大力扶植下，趨勢不會改變，沉寂已久的風電族群，挾公投議題吸引買盤進駐，在投票日前夕集體轉強。 17日台股盤面上，離岸風電族群包括上緯投控、世紀鋼、中鋼、中鋼構、新光鋼、台達電、東元等全數成交量日增，股價一片紅通通，除上緯投控強勢漲停外，其餘漲幅在0.98％～4.95％；然太陽能股表現者較少，以亞聚、元晶、碩禾為代表收紅，漲幅都在1％左右。 相較於離岸風電，法人認為，太陽能產業至今仍需政府補貼，顯示整體產業競爭力仍偏弱，也持續承受大陸的價格壓力。台廠供應鏈若能朝一條龍發展，從上游到下游，若能擁自有電廠更好，可躉售給台電，才能穩定現金流貢獻。 對於綠能投資，黃國偉提醒，綠能股常有搭題材表現的特性，惟須留意買盤短線操作。不過，對於部分已在基本面上開始有實質營收、獲利貢獻的個股，則可持續留意，因風電訂單長期且明確，是未來三年以上穩定現金流的來源，且有利未來配息，將擁現金殖利率優勢 The two issues of “cherishing algae reefs” and “restarting the nuclear four” in the four referendums are related to electricity, which affects the future energy use ratio and is the most important factor in economic development. The result of the referendum also makes green energy development and attracts investors again. look. The legal person said that most of the groups in Taiwan stocks such as solar energy and offshore wind power do not account for the weight, and there are referendum themes to support them. On the 17th, they have attracted funds to settle in and set off a wave of market conditions. Daily limit, including Century Steel, Yaju and other stocks have also become popular. Huang Guowei, Associate of Investment Advisor of Mega International, stated that the best solution is to use green power for both environmental protection and power supply. Regardless of the result of the referendum, offshore wind power has strong policy support. It will not change. The wind power group, which has been silent for a long time, used the referendum to attract buyers and strengthened collectively on the eve of polling day. On the 17th Taiwan stock market, offshore wind power groups including Shangwei Investment, Century Steel, Sinosteel, Sinosteel, Xinguang Steel, Delta, TECO, etc., all the trading volume increased day by day, the stock price was very red, except for Shangwei In addition to the strong daily limit of investment control, the remaining gains were between 0.98% and 4.95%; however, there were fewer performers in solar energy stocks. Yaju, Yuanjing, and Shuohe were the representatives, and the gains were all around 1%. Compared with offshore wind power, the legal person believes th...
2021-12-1911 min
STB-Finance理財大富翁金融股年漲20％的秘辛- 存股/定存/長期投資 以外的飆股策略- 華南金 ｉｎｖｅｓｔ ???華南金公布2021年第2季暨上半年營運績效。由於各子公司獲利動能佳，且華南永昌證券相較去年同期權證虧損，獲利呈大幅躍進。 展望下半年，全球經濟仍朝向成長復甦格局，華南金認為有四項隱憂，第一、通膨是否為短期現象；第二、疫情控制及疫苗施打造成全球經濟復甦不均；第三、全球供應鏈重組及供需失衡狀況；第四、經濟刺激方案退場等。 華南金控2021年上半年自結稅後淨利達92.89億元，年增530.6%，每股稅後盈餘（EPS） 0.72元，年化稅後股東權益報酬率（ROE） 9.55%、資產報酬率（ROA） 0.58%。華南金控總資產與淨值皆穩健成長，截至2021年6月底止，總資產達3兆2,985億元，較去年同期增長15.3%，淨值1,997億元亦持續邁向2,000億元大關，雙雙再攀高峰。 集團核心獲利子公司華南銀行2021年上半年自結稅後淨利78.17億元，年增35.0%，主要放款量能增加使利息淨收益回穩且較去年同期增加11.68億元（+9.7%）；整體淨手收在財富管理業務強勁動能帶領下，較去年同期增加7.52億元（+22.5%），核心業務動能齊揚；此外，因資產品質提升，無去年同期因逾放個案而需增提大額備抵損失情形，呆帳淨提存年減9.72億元，合力推升整體淨收益達201.25億元，年增9.3%，EPS 0.91元，年化稅後ROE 7.64%、ROA 0.50%，皆優於去年同期表現。 子公司華南永昌證券2021年上半年自結稅後淨利12.70億元創歷年來新高，且相較去年同期因權證業務導致虧損，獲利由虧轉盈，EPS 1.94元；子公司華南產險2021年上半年自結稅後淨利4.85億元已超越去年全年獲利4.82億元，年增率111.8%， EPS 2.42元，均大幅優於去年同期。 華南金控2021年上半年獲利仍以華南銀行為主體，獲利占比約8成，而證券及產險子公司上半年整體營運表現佳，獲利占比各提高至13%和5%，已達成今年度該2家子公司獲利占比合計提升至10%以上之預設目標 ⚠️⚠️⚠️ 理財起點-分享會2在LINE官方帳號登場囉！ 我們將會提供許多好康資訊給大家， 請利用下方連結，將我們的帳號加入好友來接收優惠資訊： https://lin.ee/1kBwwmN South China Gold announced its operating performance for the second quarter of 2021 and the first half of 2021. Due to the good profit momentum of various subsidiaries and the loss of warrants of South China Yongchang Securities compared with the same period last year, profits have shown a significant leap forward. Looking forward to the second half of the year, the global economy is still heading towards a pattern of growth and recovery. Huanan Jin believes that there are four hidden concerns. First, whether inflation is a short-term phenomenon; second, epidemic control and vaccines have caused uneven global economic recovery; third, global Supply chain reorganization and supply-demand imbalance; fourth, the withdrawal of economic stimulus plans, etc. In the first half of 2021, South China Financial Holdings’ net profit after tax settlement reached 9.289 billion yuan, an annual increase of 530.6%, earnings per share after tax (EPS) 0.72 yuan, annualized after-tax return on equity (ROE) 9.55%, return on assets (ROA) 0.58%. The total assets and net value of South China Financial Holdings have grown steadily. As of the end of June 2021, total assets reached 3.298.5 billion yuan, an increase of 15.3% over the same period last year. The net value of 199.7 billion yuan also continued to move towards the 200 billion yuan mark. Climb the peak. The Group’s core profitable subsidiary, South China Bank, has a net profit of 7.817 billion yuan after tax settlement in the first half of 2021, an annual increase of 35.0%. The increase in the main loan volume can stabilize the net interest income and increase 1.168 billion yuan (+9.7%) from the same period last year. ; Led by the strong momentum of the wealth management business, the ove
2021-12-1307 min
STB-Finance理財大富翁（Deutsch）Zukünftige grüne Energieentwicklung-Invest Taiwan2409友達Ke Furen, General Manager und Chief Operating Officer von AUO (2409) in Taiwan, sagte, AUO habe sich mit ADLINK (6166) und dem Joint Venture "Fabry Intelligence" zwischen ADLINK und Hon Hai zusammengetan, um den autonomen mobilen Roboter (AMR) einzuführen. von beiden Parteien, und es gelang in der vierten Generation der Fabrik von AUO Longtan. In Kombination mit der Anwendung des privaten 5G-Unternehmensnetzwerks hat es effektiv 33 % der Geräteauslastung eingespart und eine Technologie entwickelt, um die Schwachstellen des alten zu lösen Generation von Fabriken: Am 2. November findet das Online-Technologieforum "Edge Visibility. Insights into the Future" statt, um die Ergebnisse zu tei...
2021-10-2526 minSTB-Finance理財大富翁(中文）丹麥城市設計- 綠能奇蹟3708上緯 上緯投控（3708）旗下子公司上緯新材宣布推出新材料SWANCOR HYVER，是一款結構創新的樹脂，不僅成本更低、性能還更好，目前已開始投產，且正與客戶認證中。 上緯新材研發總監王洪榮指出，上緯新材擁有20多年的樹脂開發經驗，且在風電葉片用材料領域深耕多年，堅持技術創新，針對當前風電市場發展的狀況，打造出極具成本優勢且兼顧性能的新型灌注樹脂SWANCOR HYVER，幫助解決風電產業發展面臨的成本難題。 https://www.youtube.com/watch?v=HLoxHyQ-Xxo 她指出，SWANCOR HYVER 是上緯新材自主研發的自由基改性環氧樹脂，在大型風力發電葉片應用方面，與市場現行主流成型樹脂相比降本優勢明顯，現下已完成 80米+葉片成功試製，同時性能與生產工藝上具有粘度低、灌注速度快、可操作時間長的特性，可更好的滿足未來百米級以上葉片成型的挑戰。 若應用在大型船艇成型方面，同樣具備粘度低、收縮率低、成型速度快的優勢，產品表面光滑，有效減少積層及研磨工序，減輕產品重量，產品品質完全滿足船舶行業的標準要求。 王洪榮表示，SWANCOR HYVER 是上緯新材多年堅持自主研發的重大成果之一，是一款結構創新的樹脂，引領降本增效新方向；未來上緯新材將持續不斷的完善自身研發創新體系，並進一步與下游客戶的技術合作，著力研發大型高效綠色風力葉片用材料、節能輕量化材料及環保安全材料等產品，為實現碳中和的目標而努力 ＝＝＝＝＝＝ SWANCOR HYVER, a subsidiary of Swan Investment Holdings (3708), announced the launch of a new material, SWANCOR HYVER, which is a structurally innovative resin with lower cost and better performance. It has been put into production and is undergoing certification with customers. . Wang Hongrong, director of research and development of Shangwei New Materials, pointed out that Shangwei New Materials has more than 20 years of experience in resin development and has been deeply involved in the field of wind power blade materials for many years. The new infusion resin SWANCOR HYVER, which takes into account the performance, helps solve the cost problems faced by the development of the wind power industry. She pointed out that SWANCOR HYVER is a free-radical modified epoxy resin independently developed by Sunway New Materials. In the application of large-scale wind power blades, it has obvious advantages in cost reduction compared with the current mainstream molding resins in the market. Now it has successfully completed 80 meters + blades. Trial production, with the characteristics of low viscosity, fast infusion speed, and long operating time in terms of performance and production technology, which can better meet the challenges of forming blades above 100 meters in the future. If applied to the molding of large boats, it also has the advantages of low viscosity, low shrinkage, and fast molding speed. The product surface is smooth, which effectively...
2021-10-2510 min
STB-Finance理財大富翁(Deutsch) 2022 Analysieren of Germany Economic Nach dem Ausbruch der neuen Kronen-Pneumonie-Epidemie sind die Vereinigten Staaten und das chinesische Festland sukzessive die Lokomotiven der weltweiten wirtschaftlichen Erholung geworden.Mit der ultrahohen Impfrate und der superstimulierenden Fiskal- und Geldpolitik ist Europa von Experten optimistisch als die Möglichkeit zu haben, die neue Lokomotive zu werden, die den globalen Aufschwung anführt. . Die starke Wirtschaftskraft Europas ist darauf zurückzuführen, dass die Erholung stärker als erwartet ausfällt und auch einige große Risiken vermieden wurden, die die Wirtschaftsaussichten der Vereinigten Staaten und des chinesischen Festlandes beeinträchtigen. S&P Global C...
2021-10-1913 min
STB-Finance理財大富翁(Eng) World Economic War of China and USA, Invest Taiwan RENT 和泰車（2207）集團從顧客需求出發，提供一條龍的移動服務，搶攻全新移動服務所形成的商機。今(30)日宣布強強聯手開創交通支付旅程新紀元，中國信託商業銀行(中信銀)攜手和泰集團推出台灣首張可不限金額購車的「中國信託和泰聯名卡」提供消費者新的移動生活數位金融服務。 中國信託和泰聯名卡綁定「和泰Pay」刷卡購買TOYOTA、LEXUS車款，即享1%和泰Points回饋無上限；另外，預約yoxi乘派服最高享6%Pints等多元回饋，一卡提供購車、餐車、租車搭車的全旅程服務，打造全方位交通支付生態圈。 這張卡的最好優勢，中國信託和泰聯名卡，是中國信託銀行發展交通支付生態圈，也是和泰集團數位轉型的重要里程碑，整合和泰集團內包括和泰汽車、Yoxi、iRent等數位服務，和泰Points 1點等於台幣1元，可以全額折抵和泰汽車回廠維修保養費用，即日起至今(2021)年12月31日止，卡友至 TOYOTA、Lexus服消費享最高5%及5.5%和泰Points回饋以及板金或噴漆工資定價9折優惠。 和泰集團表示，長期要朝著提供汽車服務一條龍的服務，旗下的和潤企業將鞏固醫療設備分期領先地位及擴大重車滲透率，並布局綠能產業貫徹ESG策略。和雲行動服務升級APP強化會員經營及提供整合移動服務外；和泰聯網及和泰移動推出的yoxi乘車派遣服務，將拓展至桃園、高雄及台中，並推出多元計程車派遣與專車服務 ===================== Starting from the needs of customers, Hotaiche (2207) Group provides one-stop mobile services and seizes the business opportunities formed by new mobile services. Today (30), it was announced that the strong team will create a new era of transportation payment journey. China Trust Commercial Bank (CITIC Bank) and Hetai Group have launched Taiwan’s first "China Trust and Thai Co-branded Card" for unlimited car purchases, providing consumers with new mobility Digital financial services for life. China Trust and Thailand co-branded card binding "Hetai Pay" to buy TOYOTA and LEXUS car models, you can enjoy 1% Hetai Points rewards without limit; in addition, you can enjoy multiple rewards such as up to 6% Pints when you book a yoxi ride service, one card Provide full journey services of car purchase, dining car, and car rental to create a comprehensive transportation payment ecosystem. The best advantage of this card, the China Trust and Thai co-branded card, is the development of the transportation payment ecosystem by China Trust Bank and an important milestone in the digital transformation of the Hetai Group. The integration of Hetai Group including Hetai Auto, Yoxi, iRent and other digital For service, 1 Hotai Points is equal to NT$1, which can be fully discounted for the repair and maintenance costs of Hotai Motors back to the factory. From now on until December 31, 2021, card friends can enjoy up to 5% for purchases on TOYOTA and Lexus s...
2021-10-1911 min
STB-Finance理財大富翁(En) Bike Sram -Evolution of Travel -Invest Taiwan 9921巨大Stock 綠色能源趨勢，加上健康意識提高，大和看好自行車大廠巨大（9921）需求前景，特別是歐洲、美國的中長期需求樂觀，給出買入評等，目標價410元。 https://youtu.be/3-Ly3-ZRfmM 大和表示，目前巨大的訂單能見度到2023年初，儘管中國方面對入門級產品的需求放緩，不過仍看好長期需求。此外，電動自行車會是驅動營收的一項重要因素，電動自行車今年上半年佔整體營收30%，毛利率26%至27%，一般自行車毛利率則為22%至23%。 定價方面，巨大今年提高了5%至10%，抵銷了今年運費、零件漲價等多出來的成本。 大和預期，巨大缺料的情況會在2022年Q2或Q3緩解，主因在於Shimano和KMC等零件供應商積極擴大產能。此外，2024年巨大越南新廠啟用，屆時最大年產量可達100外台，利於出口歐美市場 自行車大廠巨大 (9921) 今天公布9月合併營收新台幣65.2億元，較8月增加9.34%，年增1.09 %；美利達 (9914) 公布9月合併營收18.23億元，則因缺櫃等因素，月減29.14%，年減24.04%。 巨大透過新聞稿說明，以原幣計算，自有品牌在3大主要市場表現，包括捷安特歐洲、捷安特美國9月營收都較8月有兩位數成長，但捷安特中國內銷則持平。 美利達新聞稿指出，導致9月產量和營業額下降的3個因素包括國內、外料件供應不穩定，及物料盤點與連續假日影饗產出，加上受企業資源規劃（ERP）系統優化，新、舊平台轉換期間影饗，產能利用率偏低；後續將逐步回穩。 另外，美利達表示，受貨櫃短缺、船班安排不順影饗出口，滯留成車庫存近1.5萬台。 不過，兩家自行車廠今年前9月合併營收均較去年同期成長，巨大1至9月合併營收619億元，年增17.83%；美利達1至9月累計銷售總台數93萬436台，年增12.49%，累計營收227.59億元，年增12.87% https://youtu.be/3-Ly3-ZRfmM ====== With the trend of green energy and increased health awareness, Yamato is optimistic about the huge (9921) demand prospects of large bicycle manufacturers, especially the optimistic mid- and long-term demand in Europe and the United States. It gives a buy rating and a target price of 410 yuan. Yamato said that the current huge order visibility will be until early 2023. Although China's demand for entry-level products has slowed, it is still optimistic about long-term demand. In addition, electric bicycles will be an important factor driving revenue. In the first half of this year, electric bicycles accounted for 30% of overall revenue, with a gross profit margin of 26% to 27%, and a general bicycle gross profit margin of 22% to 23%. In terms of pricing, a huge increase of 5% to 10% this year has offset the additional costs of freight and parts price increases this year. Yamato expects that the huge shortage of materials will be relieved in Q2 or Q3 of 2022, mainly due to the active expansion of production capacity by parts suppliers such as Shimano and KMC. In addition, the huge new factory in Vietnam will be opened in 2024, and the maximum annual output will reach 100 units, which will be beneficial to export to the European and American markets. Bicycle manufacturer Huge (9921) announced today that its consolidated revenue for September was NT$6.52 billion, an increase of 9.34% from August and an annual increase of 1.09%; Merida (9914) announced its consolidated reve...
2021-10-1220 min
STB-Finance理財大富翁(中文) 定期定額 年年領股利 投資房地產與股票並行 6177達麗 - Invest Taiwan 達麗建設（6177）去年在台南高鐵生活圈，推出「國家強棒」快速完銷之後，達麗前進台南的第二個建案，則鎖定台南副都心，規劃興建604戶2房和3房住宅產品，總銷約75億元，最快半年後預售，每坪上看40萬元，比清景麟去年每坪25到29萬元，在同區域推出的「巴克禮」，高逾10萬元，創下區域高價。 位於台南東區、台南副都心的達麗建案，17日舉行動土儀式，親自南下主持的達麗董事長謝志長表示，這塊面積約3,141坪的建案基地，他是去年向台南市政府標得，每坪52.8萬元。 https://www.youtube.com/watch?v=sa1cAjqhkuY 當時，很多朋友都說，太高了，不過，半年後，達麗基地對面的建地標售時，決標價格，每坪接近63萬元，謝志長指出，那時，又有人建議乾脆賣掉土地，「轉手，半年就可賺3億」。 謝志長強調，他買進土地，就是看好台南副都心（又稱南台南新都心）的發展前景，達麗要在這裡，興建一個指標建案，提供優質住宅，「不是要賣地賺錢的」。 他說，配合「南台南副都心」計畫，台南鐵路地下化規畫在生產路，設立地下車站「南台南車站」，接軌台南市心與沙崙高鐵，區內也規畫近15公頃、由教育部設立的「國立科學未來館」，未來，結合「南台南文化中心」、「巴克禮公園」、「舊南台南車站公園化」等，將成為台南的新發展核心。 謝志長指出，該基地將興建6棟15層的住宅大樓，總戶數約604戶，總銷金額大約75億元，希望2年半到3年之間，能夠完工，未來將委由海悅國際銷售，不過，最快也要半年到1年之後，才根據市場狀態，進行結構銷售。 海悅國際總經理周世凱表示，達麗台南副都心案，屬於台南東區的優質區域，以目前台南房市發展來看，未來開賣時，每坪將看到4字頭。 台南副都心除了達麗之外，2020年7月動土的清景麟建築團隊推出的「巴克禮」，在當年3月開始潛銷時，每坪開價介於29萬元到30萬元之間，二個建案的價差已經超過10萬元，漲幅逾38％ ============== 達麗建設（6177）今（5）日公告處分華盛頓州土地，達麗建設指出，該地將以4,200萬美元、約新台幣11.7億元賣給LPC West Inc.，處分利益初估1,640萬美元、約新台幣4.56億元。 達麗建設手中擁有一筆已完工、總銷44.25億元「Koda Fifth Avenue達麗第五大道」，另外公司計畫2022、2023年推出的住宅案為「500 S Jackson富士松村」、「310 E Pike派克市場」，兩大案總銷分別是84億元、14億元。 達麗建設在美國首筆住宅案「Koda Fifth Avenue達麗第五大道」，是國內上市櫃建商首筆在美銷售的住宅案，產品走精緻、文化風，規劃二至三房的小宅產品，鎖定當地AMAZON、微軟、波音公司等科技新貴銷售，該案有機會在今年貢獻收益。 達麗建設今年共有五大案完工入帳，包括總銷25億元「達麗大景匯」，還有位於高雄前金區總銷30億元「達麗東京」、台中西屯區總銷21億元「達麗大道」、台中北屯區47億元「達麗居山」，以及新北市三重總銷5億元「麗水苑」等，均將在下半年喜迎入帳高峰期，總計今年完工量達128億元（未含美國住宅案） 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 After Dali Construction (6177) launched the "National Strong Rod" in Tainan's high-speed rail life circle last year, the second construction project of Dali moved to Tainan, targeting the sub-city center of Tainan, planning to build 604 2-bedroom and 3-bedroom houses. The total sales of residential products are about 7.5 billion yuan. It will be pre-sold in six months at the earliest. It will cost 400,000 yuan per ping, which is higher than Qing Jinglin’s 250,000 to 290,000 yuan per ping last year. 100,000 yuan, a high regional price. The construction project of Dali, located in the eastern district of Tainan and the sub-city center of Tainan, held a groundbreaking ceremony on the 17th. The chairman of Dali, Xie Zhichang, who personally presided over the south, said that this construction base with an area of about 3,141 square meters was awarded to the Tainan City Government last year. , 528,000 yuan per ping. At that time, many friends said that it was too high. However, half a year later, when the land on the opposite side of Dali Base was sold, the winning price was close to 630,000 yuan per ping. Xie Zhichang pointed out that at that time, someone suggested to sell the land altogether. "If you change hands, you can earn 300 million yuan in half a year." Xie Zhichang emphasized that when he buys land, he is optimistic about the development prospects of Tainan Sub-city Center (also known as South Tainan Xindu Center). Dali wants to build a target project here and provide high-quality housing, "not to sell land to make money." He said that in line with the "South Tainan Sub-city Center" plan, the underground Tainan Railway is planned on the production road, and the underground station "South Tainan Station" will be set up to connect Tainan City Center and Shalun High Speed Rail. The "National Museum of the Future of Science" set up by the Ministry of Education, in the future, combined with the "South Tainan Cultural Center", "Bacley Park", and "Parking of Old South Tainan Station", will become the core of Tainan's new development. Xie Zhichang pointed out that the base will build 6 15-story residential buildings with a total n
2021-10-0936 min
STB-Finance理財大富翁(Eng) Car Tire ,Taiwan Best Product, BENZ USEThe latest ranking of the world's top ten tire factories in 2021 is released! Due to the epidemic, the global top 75 tire factories have total tire revenue of US$145.95 billion in 2020, a year-on-year decrease of 7.92%. If other small factories are included, it is estimated that the global tire factory's combined revenue in 2020 is US$152.95 billion, the lowest since 2016. Among them, the world's top three are Michelin of France, Bridgestone of Japan and Goodyear of the United States; Zhengxin Rubber's combined revenue in 2020 will exceed 3.788 billion U.S. dollars, which is slightly inferior to the mainland China Strategy of 3.896 billion U...
2021-09-1112 min
STB-Finance理財大富翁(中文) 租賃市場 -9941裕融-長期投資-民營貸款Invest Taiwan裕融企業股份有限公司（9941）新臺幣60億元聯貸案於今（28）日簽約，由華南金控（2880）子公司華南銀行擔任統籌主辦暨額度管理銀行，臺灣銀行為文件管理銀行。本案原以新臺幣50億元推出，因各銀行參貸踴躍，超額認購達2.1倍，最終以新臺幣60億元結案，顯見各銀行對於裕融企業過去營運績效與未來發展給予高度認同與肯定。 裕融企業成立至今已超過30年，以新車與中古車分期付款為主要業務，同時整合格上租車、行冠企業等事業體提供汽車周邊服務，近年積極跨入綠色能源領域，透過旗下裕電能源發展電動汽機車充電樁，並參與太陽能電廠投資。除深耕台灣市場外，也積極於中國大陸、東南亞地區擴展業務，今年第一季營收及獲利均創歷年同期新高，表現十分亮眼。 統籌主辦行華南銀行長期耕耘聯貸市場，具備豐富主辦聯貸經驗，了解企業需求並客製化融資架構，協助客戶取得穩定資金來源，更積極配合政府「綠色金融行動方案2.0」政策，將ESG的精神深化納入授信機制中，與產官學各界協力推動永續金融，引導資金投入相關產業，近年來統籌主辦相關指標案件包括天衝能源(中興電工集團)、城市發展電業(寶晶能源子公司)、正隆紙業、榮鼎綠能(長榮鋼鐵及中鼎集團合資子公司)等企業，落實透過授信融資業務實踐對ESG的承諾 ================== Yurong Enterprise Co., Ltd. (9941) NT$6 billion syndicated loan was signed today (28). Huanan Bank, a subsidiary of Huanan Financial Holdings (2880), served as the coordinator and quota management bank, and Bank of Taiwan was the document management bank. . This case was originally launched at NT$5 billion. Because banks actively participated in the loan, the oversubscription reached 2.1 times. Finally, the case was closed at NT$6 billion, which shows that banks have a high degree of recognition for the past operating performance and future development of Yurong. And sure. It has been more than 30 years since the establishment of Yurong Enterprise. Its main business is to install new cars and second-hand cars as its main business. At the same time, it integrates business entities such as Geshang Car Rental and Crown Enterprise to provide car peripheral services. In recent years, it has actively stepped into the field of green energy through its subsidiary Yudian Energy develops charging piles for electric cars and locomotives, and participates in solar power plant investment. In addition to cultivating the Taiwan market, it is also actively expanding its business in mainland China and Southeast Asia. The revenue and profit in the first quarter of this year both hit record highs over the same period of the year, and their performance was very impressive. The lead bank, South China Bank, has been working in the syndicated loan market for a long time, has rich experience in hosting syndicated loans, understands the needs of enterprises...
2021-09-1114 min
STB-Finance理財大富翁(Eng) AIOT研華-台灣高科技模範生Invest Taiwan-Type C Industrial computer manufacturer Advantech (2395-TW) held a legal meeting today (4). Chairman Liu Kezhen pointed out that the AIoT industry will grow rapidly in 2025, and software and industry integration will be a new trend. Build 15 new AIoT business units to seize relevant business opportunities. Liu Kezhen said that according to Gartner's research and data, the AIoT application market will grow strongly in software solutions and industry integration services from 2020 to 2025. , SRP), and integrated services Advantech Service Plus (AS+) and other related businesses. Liu Kezhen also proposed a blueprint for building an Emerging SBU. According to...
2021-09-0114 min
STB-Finance理財大富翁(中文) 蝕刻法大躍進- 金屬切割進入八位元- 2351 順德 Invest Taiwan 受惠於車用需求強勢復甦，功率導線架大廠順德(2351)重拾強勁成長力道，今(2021)年前7月營收年增逾3成。法人表示，導線架極度供不應求，順德已於第二~三季陸續調整產品報價，第四季仍有漲價空間，加上Sensor(感測器)等新品接力上市，看好下半年業績動能更強。 https://youtu.be/4FopTi81_UI 順德以辦公文具起家，製造削鉛筆刀產品，後因擁有模具沖壓及電鍍技術，再跨入精密加工，導線架主要客戶群包括Infineon STM、Vishay、NXP…等IDM(整合元件廠)，前五大客戶佔電子產品營收比重約7成。電子當中，第二季車用占營收39%，工業、消費則各占29%、28%，其餘為其他。 從去年第四季開始，半導體供應鏈掀起漲價潮，導線架廠主要是依照國際銅價反映在報價上(主要是IDM客戶)，因需求實在太旺及成本墊高，各家廠商也於第二季起調漲工費。其中，順德在第二、三季針對IDM、封測廠客戶進行調整，帶動公司第二季毛利率重返20%以上水準，不排除第四季還有進一步調高的可能性。 展望後市，車用仍將擔綱順德業績成長主力，目前車用新品已間接打入電動車大廠供應鏈，並於第二、三季開始出貨，第三季佔營收比重就有機會來到4成以上，全年成長幅度達2~3成。此外，第四季還有電源轉換逆變器、Sensor用新品逐步放量，加上南投新廠完工進入試產，更增添營運動能。 整體來看，順德目前訂單能見度達年底，主要歐系客戶已在預訂2022年產能，並希望公司持續擴產，以支應強勁需求。法人預估，在稼動率維持高檔、漲價效益下，下半年營運將優於上半年，全年拚賺半個股本。 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Benefited from the strong recovery in automotive demand, Shunde (2351), a major power lead frame manufacturer, has regained its strong growth momentum. In the first July of this year (2021), its revenue increased by more than 30% annually. The legal person said that the lead frame is extremely in short supply. Shunde has adjusted its product quotations in the second to third quarters. There is still room for price increases in the fourth quarter. Coupled with the launch of new products such as Sensors, it is optimistic that the performance momentum will be stronger in the second half of the year. Shunde started with office stationery and made pencil sharpeners. Later, due to its mold stamping and electroplating technology, it then moved into precision processing. The main customer groups for lead frames include Infineon STM, Vishay, NXP, etc. IDM (Integrated Component Factory), the top five Customers account for about 70% of the revenue of electronic products. Among electronics, cars accounted for 39% of revenue in the second quarter, industry and consumption accounted for 29% and 28% respectively, and the rest was others. Since the fourth quarter of last year, the semiconductor supply chain has set off a wave of price increases. Lead frame manufacturers are mainly reflected in quotations based on international copper prices (mainly IDM customers). Due to the fact that the demand is too strong and the cost is rising, various manufacturers are also in the first place. Starting from the second quarter, labor costs will be increased. Among...
2021-08-2408 min
STB-Finance理財大富翁(Spn) Benz Motor Repair - 東亞二手回收商- 引擎再製- 1319東陽 Auto parts manufacturer Dongyang (1319) has consolidated revenue of NT$1.612 billion since the end of June, which is the second highest in 9 months. According to the legal person, Dongyang has also begun to move some molds in response to the increase in the price of raw materials and the shortage of shipping containers. Produced in the US factory. Dongyang's consolidated revenue for June was 1.612 billion yuan, an increase of 16.5% from the 1.383 billion yuan in May, and an increase of 27.4% from 1.265 billion yuan in the same period last year, which was the second highest in a single month...
2021-08-1909 min
STB-Finance理財大富翁(中文) 引擎技術革新-馬力, 省油兼具-總代理利潤提升16% -2204中華中華車（2204）旗下電動機車品牌 eMOVING，首款使用Gogoro Network®智慧電池交換平台服務的電動輕型機車EZ1登場。全台有超過2,130座GoStation，24小時全年無休，在超商、超市或停車場旁就可交換電池，比加油更方便、快速！eMOVING依據不同消費者的使用情境擴增能源方案，未來將持續以充換電並行，多元能源方案佈局，不同車型將分別對應快充、便利家充與換電三大能源系統，以完備豐富的能源補充方式，滿足消費者的多元需求。 中華車首款換電電動車主攻女性族群。中華車指出，現代女性生活忙碌，具備媽媽、妻子、員工等多種身分，eMOVING EZ1電動機車以體貼多重身分的女性車主為設計出發點，不僅車體輕量、小巧，整車含電池重量只有80公斤，座墊高僅740mm，更搭載省力中柱，讓女性也可輕鬆牽車、駐車，停車時更穩穩地雙腳踩地，擺脫傳統機車沉重難以駕馭的陰影。 標配大容量雙側前置物空間，手機、咖啡、保溫瓶皆可隨心放置，再加上前置掛勾與21.6公升後車箱空間，滿足一次裝載多樣物品的使用需求。 受疫情影響、景氣影響之下，縮緊荷包的同時，中華汽車首款換電輕型機車EZ1搶先預購！即日起至8月31日止，搭配好心情購車金$5,000元及各縣市政府補助，輕鬆入手價$37,900元起，還額外加贈市價3,990元的原廠貼心配件套組(e-mu造型專屬風鏡、e-mu造型專屬腳踏墊、eMOVING後腰靠枕組) 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 EMOVING, an electric locomotive brand under Zhonghua Motors (2204), debuted the first electric light locomotive EZ1 that uses the Gogoro Network® smart battery exchange platform service. There are more than 2,130 GoStations in Taiwan, 24 hours a day, all year round. The batteries can be exchanged in supermarkets, supermarkets or parking lots, which is more convenient and faster than refueling! eMOVING expands energy solutions based on different consumer usage scenarios. In the future, it will continue to use charging and swapping in parallel and diversified energy solutions. Different models will correspond to the three major energy systems of fast charging, convenient home charging and battery swapping to provide a complete and rich Energy supplement methods to meet the diverse needs of consumers. Zhonghua Motor's first battery-swapping electric car is aimed at women. Zhonghua Motors pointed out that modern women have busy lives and have multiple identities such as mothers, wives, and employees. The eMOVING EZ1 electric scooter is designed based on considerate female owners with multiple identities. Not only is the body lightweight and compact, the vehicle weighs only 80 kilograms with batteries. , The seat cushion is only 740mm high, and it is equipped with a labor-saving center pillar, so that women can easily lead and park the car, step on the ground more steadily when parking, and get rid of the heavy and uncontrollable shadow of traditional locomotives. Standard large-capacity double-sided
2021-08-1911 min
STB-Finance理財大富翁(中文) 肉品加工經濟學 - 1231聯華食 - 肉品經銷商全球拓點受惠春節休閒零食大賣，加上超商鮮食代工明顯增長，聯華食（1231）7日公布第一季合併財報，合併營收23.74億元，年增13.13％，在毛利率提升及業外收入轉正，稅後淨利1.88億元，年增91.16％；單季EPS達1.02元，也高於去年同期的0.54元。營收、獲利、EPS均創同期新高。 聯華食表示，第一季主要來自春節落點因素的差異，帶動休閒零食事業成長，由於去年春節是在1月，部分訂單會落在前一年12月，今年春節在2月則無此因素，相對完整貢獻；再來是代工超商鮮食也有成長。 聯華食並指出，由於休閒零食毛利率比鮮食代工更好，首季休閒零食帶動的成長居多，也使得獲利空間增加。聯華食第一季毛利率23.51％，明顯高於去年同期3.02個百分點。 聯華食是國內知名休閒零食大廠，旗下有萬歲牌堅果、可樂果豌豆酥、卡迪那洋芋片、元本山海苔等知名品牌產品。根據財報，聯華食第一季休閒事業部門收入13.33億元，年增16.62％；部門收益約1.9億元，年增39.36％。 同時，聯華食也從事超商鮮食代工，主要供應北部、中部的7-ELEVEN門市，代工鮮食包括便當、三明治、飯糰、壽司、涼麵等多樣化產品，過去一年隨著7-ELEVEN加速展店，也有明顯挹注。 今年第一季，台灣7-ELEVEN總店數達6,134家新高，對比去年同期的5,751家店，「淨增加」383店，店數年增6.66％。據財報，聯華食第一季鮮食事業部門收入約11.17億元，年增7.79％；部門收益3,400多萬，年增約32倍。因應業務的擴充，聯華食目前生產基地及產能不敷未來使用，有兩大重要投資案正在規劃中，包括桃園觀音休閒零食廠，廠房加設備投資33.1億元，以及基隆鮮食廠廠房加設備投資8億元，加上兩塊土地的投資，總計兩大投資案就高達55.74億元，堪稱該公司近年最大手筆的投資，也可望再挹注中長遠發展 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 Benefited from the large sales of casual snacks during the Spring Festival, coupled with the obvious growth of supermarket fresh food OEMs, Lianhua Foods (1231) announced the first quarter consolidated financial report on the 7th. Consolidated revenue was 2.374 billion yuan, an annual increase of 13.13%. Non-industry income turned positive, net profit after tax was 188 million yuan, a year-on-year increase of 91.16%; the single-quarter EPS reached 1.02 yuan, which was also higher than the 0.54 yuan in the same period last year. Revenue, profit, and EPS all hit new highs over the same period. Lianhua Food said that the first quarter was mainly due to the difference in the impact of the Spring Festival, which drove the growth of the leisure snack business. Since the Spring Festival last year was in January, some orders will fall in December of the previous year. This year, there will be no such thing in February this year. Factors, relatively complete contributions; then, OEM supermarket fresh food also has growth. Lianhua Food also pointed out that as the gross profit margin of casual snacks is better than that of fresh food OEMs, the growth of casual snacks in the first quarter was mostly driven, which also increased profitability. The gross profit margin of Lianhua Food was 23.51% in the first quarter, which was significantly higher than 3.02% in the same period last year. Lianhua Food is a well-known leisure snack manufacturer in China. Its brands include Wansui brand nuts, Kola nut pea crisps, Kadina potato chips, Yuanbenshan seaweed and other well-known brand products. According to the financial report, Lianhua Food's leisure business revenue in the first quarter was 1.333 billion yuan, an annual increase of 16.62%; the revenue of the department was approximately 190 million yuan, an annual increase of 39.
2021-08-1612 min
STB-Finance理財大富翁(Eng) Modern Farm Tech -Invest Taiwan 1215卜蜂-農業革新 The net profit after tax of CP for the whole year of last year was 1.656 billion yuan, the annual growth rate was 13.26%, the net profit after tax per share was 6.19 yuan, and the shareholders' meeting passed a cash dividend of 4.5 yuan. CPB’s revenue in June of this year was 2.02 billion yuan, an annual increase of 14.2%. In the first half of this year, the cumulative monthly revenue was 11.82 billion yuan, an annual increase of 10.8%. CP spent 1.3 billion yuan in the construction of an AI artificial intelligence automated feed factory without added drugs in 2018 in Yunlin Science an...
2021-08-1618 min
STB-Finance理財大富翁(中文)模擬槍新商機- 塑膠射出模型-強化矽膠版-1336台翰-Invest Taiwan塑膠射出廠台翰（1336）位於菲律賓與越南的東南亞生產基地正全力提升防疫措施，目前產能利用率仍高達八成。台翰指出，公司積極落實防疫相關工作，降低疫情對營運、生產、業務等衝擊影響，對下半年營運維持審慎樂觀態度。 台翰今年上半年營收9.37億元，年增14.7%。台翰指出，面對疫情捲土重來以及新變種病毒出現等挑戰，公司東南亞地區兩個生產基地仍謹慎，且嚴格的落實防疫相關工作，有信心能將影響降到最低。 據悉，台翰受惠主要客戶的多功能事務機／印表機產品，在居家工作、遠距教學等宅經濟需求而催動銷量成長下，接單與出貨表現的成長動能均維持水準之上。 台翰主要兩大業務模具及塑膠射出在今年上半年營收占比分別為5%、95%，其中，塑膠射出產品營收較去年同期成長20%，其主要應用為多功能事務機、大型商務印表機等機殼需求大增，是台翰今年疫情嚴峻且廠區人流限制情形，整體營運仍可繳出年增率正成長關鍵。 台翰表示，模具開發精確與否對於產品精密度、品質信賴度具有相當影響，公司憑著過往經驗的累積及技術傳承，持續強化產品複雜度、多樣性及精細薄小等特性的技術進程，未來將持續攜手客戶，搶攻市場商機 Plastic injection factory Taihan (1336)'s Southeast Asian production bases in the Philippines and Vietnam are making every effort to improve epidemic prevention measures, and the current capacity utilization rate is still as high as 80%. Taihan pointed out that the company actively implements epidemic prevention-related work to reduce the impact of the epidemic on operations, production, and business, and maintains a cautiously optimistic attitude towards operations in the second half of the year. Taihan's revenue in the first half of this year was 937 million yuan, an annual increase of 14.7%. Tai Han pointed out that in the face of challenges such as the return of the epidemic and the emergence of new variant viruses, the company's two production bases in Southeast Asia are still cautious and strictly implement epidemic prevention related work, confident that the impact can be minimized. It is reported that Taihan has benefited from the multi-function printer/printer products of its major customers. With the growth of sales driven by the economic needs of home work, remote teaching, etc., the growth momentum of order acceptance and shipment performance has remained at the same level. superior. Taihan’s two main businesses, mold and plastic injection, accounted for 5% and 95% of revenue respectively in the first half of this year. Among them, the revenue of plastic injection products increased by 20% compared with the same period last year. The sharp increase in demand for...
2021-08-1215 min
STB-Finance理財大富翁(Eng) Dubai Tech - AI-Mode Exhibition The second-quarter financial report is intensively announced. The index companies with better-than-expected single-quarter profits and further evolution in the second half of the year have become the target of market pursuit. Credit Suisse Securities pointed out that the product mix of Nanmao (8150) has shifted and added capacity to support growth. , Raised the speculated reasonable stock price to 72 yuan, the highest in the market; the investment advisory legal person is optimistic that New Nikko (3376) will benefit from new Apple headsets and laptop products in the second half of the year, and will focus on sports performance. Credit...
2021-08-1208 min
STB-Finance理財大富翁(Eng) Timtos exhibition- CNC 五軸精密切割- 2049上銀,台中精機 Shanghai Bank’s June revenue was 2.443 billion yuan, a monthly increase of 3.12%, an annual increase of 20.93%, hitting a 32-month high, and writing this year’s four consecutive months of revenue growth; the second quarter’s consolidated revenue was 7.048 billion yuan, a quarterly increase 17.6%, a year-on-year increase of 25.2%, setting a new high for nearly 11 quarters; consolidated revenue in the first half of the year was 13.04 billion yuan, an annual increase of 41.08%, the second highest in the same period. Shanghai Bank pointed out that electric vehicles and fuel vehicles will use ball screws, especially the brake system or steeri...
2021-08-1220 min
STB-Finance理財大富翁(中文) Sony Xperir 1,5,10 New Phone - Line @jqa3557y - 8101 華冠累計前三季營收15.67億元，營業毛利1.73億元，毛利率11.04%，營業淨損3.86億元，合併稅後虧損6300元，每股虧損0.3元，而第三季毛利率回升到23.4%，華冠第三季毛利率跳升主要是現有客戶設計開發費NRE收入，落在第三季集中入帳，第四季回歸正常，毛利率恐會下修。 華冠總經理周照程表示，隨著5G換機潮來臨，看好明年營運將進入高速成長，加上會有北美客戶加入貢獻，華冠明年將力拚損平，華冠也希望一年後回到前十大代工廠地位。 展望2020年，華冠看好目前以高通700系列比較成熟，今年11月已經先對北美市場電信商客戶出貨12萬支，至於5G智慧機市場初期預估會先以美國、日本、大陸市場為主，5G智慧機初期多為旗艦手機。 至於產能配置上，華冠鶯歌廠5條線，未來預計會加到10條線，目前鶯歌廠稼動率100%，至於大陸吳江廠主要做非北美的客戶，吳江廠稼動率約50%，印尼廠主攻本地內銷，印尼廠稼動率約為70-80% YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Powered by Firstory Hosting
2021-08-0406 min
STB-Finance理財大富翁(Eng) QLED of LG,Sony by Taiwan made 3481 群創The board of Innolux (3481) approved the signing of a long-term panel supply contract with Supervision Display Technology Co., Ltd. (hereinafter referred to as Supervision). In the future, it will obtain a panel produced by Supervision 10.5-generation line at the most competitive price. The contract period For 2021-2033. After the contract is signed, Innolux will pay a total of RMB 4 billion in installments to Super Vision, which is approximately NT$17.2 billion, as a prepayment for purchases and deductions on a period-by-period basis. Since Innolux merged with Chi Mei Electronics and Guanghui many years ago, it has not expanded...
2021-08-0416 min
STB-Finance理財大富翁(Deutsch) Smart-TV -Invest Taiwan Lichtschranke-2409友達Daqing, die Tochtergesellschaft für Displays für industrielle und kommerzielle Anwendungen des Plattenherstellers AUO (2409-TW), gab heute (23) bekannt, dass sie in Zusammenarbeit mit der Deutschen Bahn (DB) den 28,6-Zoll-TARTAN von Daqing in den zukünftigen Konzeptzug IdeasTrainCity der Deutschen Bahn einführt Panel, treten Sie in das internationale Massenverkehrssystem ein, nutzen Sie die Gelegenheit des städtischen Verkehrs. Laut AUO hat die Deutsche Bahn derzeit etwa 2 Milliarden Fahrgäste pro Jahr. Schätzungen zufolge wird die Pendlerbevölkerung in Zukunft jährlich um 1 Milliarde wachsen. Als Reaktion auf die Entwicklung hat die Deutsche Bahn die Entwicklungsplattform IdeasTrai...
2021-07-2808 min
STB-Finance理財大富翁(Deutsch) Halbleiter und technologische Innovation -Invest Taiwan 2330,6147 TSMC Taiwan Semiconductor Manufacturing Co., Ltd., das führende Wafer-Foundry-Unternehmen, hat den Rekord gebrochen! Das Intelligence Bureau des Wirtschaftsministeriums gab gestern die Übersicht über Marken- und Patentanmeldungen im ersten Halbjahr dieses Jahres bekannt. TSMC hat im ersten Halbjahr 1.263 Erfindungspatente angemeldet, ein Rekordhoch gegenüber dem gleichen Zeitraum des Vorjahres Jahr, ein jährliches Wachstum von 237%, was seine führende Position unterstreicht. Einen neuen Höchststand für den gleichen Zeitraum des Vorjahres setzen Laut Statistik des Bureau of Wisdom wurden im ersten Halbjahr 35.264 Patentanmeldungen für Erfindungen, Designs und neue Modelle eingereicht, ein jährliche...
2021-07-2820 min
STB-Finance理財大富翁(中文) 半導體芯片製造- 全球視野- 科學園區-Invest Taiwan and China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，占總需求比重上看五成，使全球出貨自去年的2.6億個提升到3.36億個，年增29%。 中國今年需求相對平淡，但瑞信指出，明年中國品牌預期進一步導入可撓式面板，特別是小米有京東方、天馬微電子等產能支援，加上當地面板產能陸續開出，可望接棒iPhone推升需求；預期出貨量較今年提升25%，並帶動2020-2025年可撓式OLED出貨複合成長17%，2025年產量上看5.6億個。 另一方面，三星也積極評估將DDI訂單外包，瑞信表示，三星2019年來陸續將手機AP、TV SoC、TV DDI及LCD顯示晶片生產進行外包，因此推動聯發科（2454）、聯詠和奇景光電表現。考量韓廠MagnaChip已宣布接受中資收購，是三星顯示的第二大OLED DDI供應商，加上外包有利其晶圓產能配置優化，預期將產鏈移轉到台灣。 瑞信調查，三星已陸續和聯詠、敦泰（3545）及奇景光電接洽，在聯詠握有驅動晶片的龍頭地位，且2020年來大量生產OLED DDI，和聯電（2303）長期合作可高度掌握產能，最有機會爭取三星大單，成為最大贏家。 瑞信表示，若聯詠通過認證，將先從剛性rigid OLED開始供貨，大量生產的第一年，會額外為聯詠增加3,000顆晶片出貨，每股純益（EPS）提升3%，而目前rigid OLED每年的晶片需求約2億顆。至於敦泰和奇景光電若取得認證，因產能穩定度不如聯詠，最快可能在2023年啟動量產。 此外，瑞信表示，海思雖然也致力於OLED DDI生產，但晶片性能和良率一直無法有效改善，完全不是台廠的競爭對手。而三星產能轉移，同步有利封測廠頎邦、南茂，因此齊步重申「加碼」 The loosening of driving chip production capacity has caused market doubts. Credit Suisse reported on the 26th that, unlike conservative views, flexible OLED panels are entering a golden period. It is estimated that flexible OLED shipments in 2022 will benefit the adoption of Chinese mobile phone brands. This is a 25% increase from this year, and shipments in 2025 will double the current volume. Samsung DDI is expected to be delivered to Taiwanese factories in the future. Leading Novatek (3034) is expected to benefit the most. In this regard, it reiterated Novatek’s target price of RMB 735. Call to buy Qibang (6147) and Nanmao (8150), with target prices of RMB 93 and RMB 57. Credit Suisse said that flexible OLED panels have gradually become the mainstream of mobile phones. This year, the iPhone has the largest thrust, accounting for 50% of the total demand. Global shipments have increased from 260 million units last year to 336 million units, an annual increase of 29%. . China’s demand this year is relatively flat, but Credit Suisse pointed out that next year Chinese brands are expected to further introduce flexible panels, especially Xiaomi has BOE, Tianma Microelectronics and other production support, and local panel production capacity is gradually opened, it is expected to take over the iPhone push Increase demand; shipments are expected to increase by 25% compared with this year, and will drive a compound growth of 17% in flexible OLED shipments from 2020 to 2025. The output in 2025 will increase to 560 million. On the other hand, Samsung is also actively evaluating the outsourcing of DDI orders. Credit Suisse said that Samsung has successively outsourced the production of mobile phone AP, TV SoC, TV DDI and LCD display chips in 2019, thus pro
2021-07-2819 min
STB-Finance理財大富翁(中文) 封測 芯片 全球半導體科技競爭 _ 6257 矽格 - Invest Taiwan 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 億元，其中，母公司達 53.8 億元，子公司合計也有 46.7 億元，以調升幅度來看，母公司增幅 53%、子公司增幅更衝上 125%，整體增幅 80%。 矽格指出，由於訂單需求強勁，集團主要客戶手機、網通、電源管理、車用晶片銷售持續暢旺，為配合兩岸及歐美客戶產能需求，因此追加下半年資本支出，顯現對未來半導體產業前景深具信心 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 The major semiconductor packaging and testing company Sigurd (6257-TW) announced today (15) that the board of directors passed the 2021 capital expenditure supplementary proposal, which will increase from the originally planned 5.59 billion yuan to 10.05 billion yuan in one fell swoop, an increase of up to 80% , Is also the second professional testing plant to raise capital expenditures in the past week. Sigurd stated that the original planned capital expenditure for this year was 5.59 billion yuan, of which the parent company was 3.52 billion yuan, and its subsidiaries Chengyuan, Sixing, Taixingke (3265-TW), and joint testing totaled 2.07 billion yuan. To meet operational needs, increase capital expenditures and respond to increasing orders from customers. Sigurd raised capital expenditures to 10.05 billion yuan this time, of which the parent company reached 5.38 billion yuan, and the total subsidiaries also totaled 4.67 billion yuan. In terms of the rate of increase, the parent company increased by 53% and the subsidiary increased by 125 million. %, an overall increase of 80%. Sigurd pointed out that due to strong demand for orders,
2021-07-2709 min
STB-Finance理財大富翁(中文) 0050ETF長期投資 成分股3711日月光 - Invest Taiwan 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%至206.2億元，改寫歷史新高；南茂第2季營收69.8億元，季增逾8%，同樣寫新猷；矽格第2季營收為42.05億元，季增20%，站上歷史高點；菱生和同欣電第2季營收也攻頂，各別季增16.5%和9.3%，營收分別為19.94億元、34.35億元。 法人預期，日月光投控在封測接單強勁、全線產能利用率滿載下，配合電子代工（EMS）接單步入旺季，下半年營收可望逐季創高。 力成和南茂隨著記憶體需求強勁、訂單能見度良好，今年營運成長樂觀看待；矽格營運續旺至明年上半年 Since the third quarter of last year in the packaging and testing industry, with the hot semiconductor market conditions, the market conditions have been on the rise. This year, as the industry continues to heat up, the packaging and testing plants’ revenue in the second quarter has mostly topped the list, with the leader ASE Investment Control (3711) in a single quarter. Revenue hit a new high during the same period. Licheng, Nanmao, Sige, Lingsheng, Tongxin Power, etc. changed and wrote new rules. The legal person is optimistic. With the arrival of the traditional peak season and the continued hot market demand, the momentum of the packaging and testing plant is expected to continue in the second half of the year. powerful. Driven by the strong demand for semiconductors in the packaging and testing industry, this year's major packaging and testing plants generally showed full capacity and orders. This is reflected in the operating performance. ASE's revenue in the second quarter was a record high for the same period; Licheng increased by 11.9% to 206.2 quarterly 100 million yuan, rewriting a historical high; Nanmao’s revenue in the second quarter was 6.98 billion yuan, a quarterly increase of over 8%, and it was also written as Xinyou; Sigurd’s second-quarter revenue was 4.20...
2021-07-2708 min
STB-Finance理財大富翁(中文) K棒教學系列二 Line @jqa3557y 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，如果我們要觀察一個長周期的價格，通常會希望把資訊做簡化。不過如果太過於簡化，又會擔心忽略掉一些資訊。 一般各大網站查到的走勢圖，通常都會有幾種呈現方式：K線圖、線型圖、美國線…等等。 其中，由於K線圖(能看出開、高、低、收)相較一般的線型圖(只有一條線，只看到收盤價)，能在一張圖表內呈現出更多資訊。而開、高、低、收雖然也是簡化後的資訊 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 Telegram,理財STB https://t.me/stbstock11 Powered by Firstory Hosting
2021-07-2708 min
STB-Finance理財大富翁(Deutsch) Apple Iphone 2021 Technologie -Taiwan Investieren 3189景碩 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 verdient. Da die Kapazitäten der vorgelagerten Gießereien weiterhin knapp sind und die Angebote gestiegen sind, hat Duntechs Hauptprodukt Touch and Drive Integration IC (IDC) den Preis in diesem Quartal um mehr als 10 % erhöht, um die ersten...
2021-07-2613 min
STB-Finance理財大富翁(Deutsch) Die Saison des elektronischen Versands rückt näher - Anlage- und Finanzmanagement- Taiwan 3037欣賞 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 Aufstockung der wichtigsten ethnischen Gruppen. Der Umsatz von Jingsus im Juni belief sich auf 3,118 Milliarden Yuan, ein jährliches Wachstum von 31,34 % und ein monatliches Wachstum von 8,49 %, das weiterhin ein Rekordhoch in einem einzigen Monat erreichte.Das zweite Quartal und die ers...
2021-07-2614 min
STB-Finance理財大富翁(Eng) How SmartPhone made by Taiwan and Korea(Samsung) -Invest 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 growth. In the short-term, Catcher’s current business energy mainly comes from laptops, and the contribution of electric vehicle interior parts continues to grow, but the proportion is not high. The legal person beli...
2021-07-2210 min
STB-Finance理財大富翁(Spain) Apple Siri, revisión doble de Arcade, experiencia de usuario muy mejorada 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 2015 como un reportero, encontrará que esta actualización es un cambio considerable, independientemente de la suavidad de la imagen, la...
2021-07-2107 min
STB-Finance理財大富翁(Spain) ¡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 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, etc.que todavía necesitan usar un método externo para disfrutar de las necesidades de reproducción de películas y álbumes de Apple TV +. Además, a través del...
2021-07-2109 min
STB-Finance理財大富翁(Eng) 小米 Mi11 Xiaomi 11 Awesome camera -Taiwan lens 3008大立光 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 brightness can reach 1,500nits, and the content of the mobile phone can be seen clearly even under direct sunlight. AG glass back cover Xiaomi Mi 11 adopts AG glass back cover design, comes...
2021-07-2113 min
STB-Finance理財大富翁(Eng) Xiaomi 11 ultra Review defeat Samsung phone? - Lens by Taiwan 3406玉晶光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 and assist in selfies In addition, Mi 11 Ultra provides 67W wired and wireless charging (100% full charge in 36 minutes), a rear three-lens main camera that supports 8K 24fps video recording; the international version provides a...
2021-07-2116 min
STB-Finance理財大富翁(Eng) 2021 Singapore Tech Process - Invest Taiwan -partner 2308台達電 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 13.48 billion yuan, the second quarter’s revenue was 406.8%, the quarterly increase was 8%, the annual increase was 6%, reaching the original Estimated low-standard area. Demands for laptops, game consoles, and cars continue to increase, and the peak server shipment season also begins almo...
2021-07-2006 min
STB-Finance理財大富翁(Eng) Xiaomi Tech Device Uses - Invest Taiwan -2454聯發科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 the year’s performance has reached the annual rate of 51.8%. However, this also means that if MediaTek’s performance this year grows by just 40%, it is possible that the first half of the year’s performance will be be...
2021-07-1912 min
STB-Finance理財大富翁(Eng) The Distance from Apple IOS to Tesla Android ,All made by Foxconn- Invest Taiwan 鴻海 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 cooperate with next-generation batteries through core technology and equity investment Hon Hai has made waves in the battery layout. In addition to inviting battery-related companies to participate in the MIH alliance, this year Hon Hai al...
2021-07-1815 min
STB-Finance理財大富翁(Eng) Apple made from Big Foxconn - Invest Taiwan 2317 鴻海集團 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, in recent years, the annual shipment of smart phones is about 1.2 to 1.4 billion, and the Apple iPhone accounts for about 20%, which is equivalent to Samsung. The two sides have been fighting for...
2021-07-1806 min
STB-Finance理財大富翁(中文) GoGoRo Pk Kymco 時尚流行與買菜車的差距- 1537 廣隆 工業翹楚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；廣隆銷售市場分散，包含北美、歐洲、越南、台灣與其他亞洲市場。受惠於美國經濟動能復甦，今年以來北美市場成長最為突出，歐洲市場也有不錯的表現。 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 除了出貨量的成長，隨著LME鉛價持續墊高，法人看好，廣隆今年ASP相對具支撐；而去年LME鉛價幾乎都在2000美元/公噸以下，但今年則一直穩在2000美元/公噸以上，也有助於改善廣隆獲利結構。 廣隆自2016年來每年獲利都穩在一個股本以上，盈餘配發率則穩在8成以上，而7月1日冷門股造市制度上路後，廣隆也出現在法人點名的績優股名單中。 廣隆累計前6月合併營收為36.41億元，年增7.29%；廣隆Q1 EPS為2.77元，較去年同期的2.57元成長，公司正向看待今年營運 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Powered by Firstory Hosting
2021-07-1813 min
STB-Finance理財大富翁(Eng) Apple M1- How to choose -Invest Taiwan -3374精材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 chip version has 8GB memory. The 256GB SSD is priced at 39,900 yuan, and the price difference is quite large...
2021-07-1612 min
STB-Finance理財大富翁(中文) 碳中和- Apple paper Box- Invest Taiwan- 綠能概念股 1905華紙華紙（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，對經營結構做了重大改變。首先，華紙導入了數位工具即AI，重新串起物流、金流，改善了整個供應鏈，服務國內與國外五大洲的客戶。其次，華紙強化研發能量及專業、專利的布局。 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 在這個過程中，推出了食安用紙及全回收產品系列。第三，華紙對整個產品結構做重新的檢視，走向低碳、低耗能的全回收系列。在這個過程中也得到日本及歐洲同業與業界的肯定。 去年一整年，新冠肺炎疫情肆虐及美中科技戰延燒，全球經濟成長明顯轉弱，影響華紙營運動能，2020年華紙合併營收186.17億元，全年稅後歸屬本公司淨損2億元，每股稅後淨損0.18元。股東會也通過決議不配發股利。 黃鯤雄指出，當今世界各國都面臨氣候變遷危機，尤其碳稅開徵迫在眉睫，沒有一個產業能置身事外。紙業以林木纖維為材料，本來就是循環經濟產業，更應成為碳中和的實踐者，華紙因此規劃，以數位科技進行能源替代與節能提效，以生質材料取代石化，期望儘早加入「國際再生能源倡議RE100」。 華紙目前已規劃三大作法： 1.擴大投資再生能源 : 花蓮廠目前已設置台灣唯一且發電量最大的生質能發電系統，預計年底完成升級後，可讓發電容量從16000kW提升至20000kW，將可增加能源自主率。花蓮廠同時正進行餘熱回收工程，將熱能回收再利用。 2.智慧轉型數位產銷 : 導入AI和AOI建立智慧偵測模型系統，事先預警，做好品質控管。另外，透過智慧巡檢及早發現設備異常，改善生產損耗並強化管理效益，藉此降減每個生產銷售環節的碳排放。 3. 深耕纖維材料領域：華紙去年進行組織改造並購入觀音廠，同時發表非塑食安用紙「益利CircuWell」系列產品，決心成為非塑全循環材料供應者。以此為基礎，花蓮廠與觀音廠計畫擴增產線，並投入更多研發經費，持續拓展非塑展品終端應用。 華紙表示，未來除善用兩岸造林廣達3萬餘公頃的碳匯資產，也會進一步透過數位轉型降減碳排放 Huazhi (1905) held a shareholder meeting today (7). It was chaired by Chairman Huang Kunxiong. He declared at the meeting that Huazhi will join the "International Renewable Energy Initiative RE100" as its goal and drive the supply chain to respond. Using 60% renewable energy by 2030 and 100% renewable energy by 2050, in addition to the existing forest carbon sink assets, it will also strengthen the energy autonomy rate in the factory, and use smart technology to promote digital production and sales to reduce product carbon footprint. Huang Kunxiong said that although the entire market has been sluggish in the past three years, especially in the cultural paper industry, China Paper has expanded its capital expenditures in the past three years and has made major changes to its operating structure in the process. First of all, Huazhi introduced a digital tool, namely AI, to re-link logistics and cash flow, improve the entire supply chain, and serve customers on five continents at home and abroad. Secondly, Huazhi strengthened its R&D energy and professional and patented layout. In this process, a series of food safety paper and fully recycled products were launched. Third, Huazhi has re-examined the entire product structure and moved towards a low-carbon, low-energy-consumption full-recycling series. In this process, it has also been affirmed by Japanese and European peers and industries. For the entire year of last year, the COVID-19 pandemic and the spread of the US-China technology war have significantly weakened global economic growth, which affected the sports performance of Huazhi. In 2020, Huazhi’s consolidated revenue was 18.617 billion yuan, and the company’s net loss attributable to the company after tax was 200 million yuan. Yuan, the net loss per share after tax is 0.18 Yuan. The shareholders' meeting also passed a resolution not to distribute dividends. Huang Kunxiong pointed out that all countries in the world are facing the crisis of climate change, especially the imminent imposition of a carbon tax, and no industry can stay aside. The paper industry uses forest fiber as its material. It is originally a circular economy industry, and it should become a
2021-07-1508 min
STB-Finance理財大富翁(中文) Apple Pay - NFC - Invest Taiwan 2395 研華 行動支付工業電腦大廠研華 (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，其中以工業物聯網事業群 (IIoT) 及服務物聯網事業群 (SIoT) 成長動能最強勁，年增 2-3 成，但應用電腦事業群 (ACG) 年減 11%。 接單狀況方面，研華 6 月接單 / 出貨比值 (B/B Ratio) 為 1.73，累計至六月份 BB Ratio 則為 1.69，訂單需求仍保持強勁。 研華原先預估第二季營收季增 3.2%-7.5%，今日公告季增 8%，超過預估上緣；公司預估，第二季毛利率 37-39%，略低於首季、營益率 16.5%-18.5%，約持穩第一季 17.4% 上下 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Powered by Firstory Hosting
2021-07-1516 min
STB-Finance理財大富翁(中文) Apple Airpods Uses - Invest Taiwan - NoTouch Style 遠距商機歐美經濟重開機，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，面對賺錢與健康的兩道選擇題，許多國家都紛紛用「封城」的方式，也因此需要大量人力投入的基礎建設工程或工業生產線，都因為疫情產能延宕。像台灣就一度有科技公司因為擔心群聚感染，短暫關閉部分產線、讓移工暫時停工的案例。如今，在各地疫情逐漸受到控制後，各式工程與生產線可望逐步重啟，待多數勞工回到工作崗位、缺工問題解決後，基礎建設工程與工業生產線將可重新動起來。 此外，世界主要兩大經濟體美國與中國，兩大巨頭在打打鬧鬧的同時，不約而同推出基礎建設方案，一方面期盼能由政府帶頭投資，有助經濟活動早點步出因疫情受創的陰霾，另一方面則可以加強國家體質，在把基底顧好後，讓企業可以在此根基上盡情發揮。所謂的基礎建設，包括：造橋、鋪路、蓋鐵路、鋪設5G基地台…等面向，根據全球基礎建設中心（GIH）的最新報告指出，預估全球在2021年到2040年間，基建支出合計上看70兆美元。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 美中砸錢搶救經濟 快順勢搭上「重開機」順風車 以美國來說，才通過高達1.2兆美元的基建計畫；而中國的「新基建」，則將重點放在高鐵和軌道交通，計畫注資4.5兆人民幣，且基建內容更擴及到科技和國民健康等項目。事實上，美國在2008年金融海嘯後就曾利用類似的投資法案，扶持美國經濟步出風暴，因此投資人相當期待此次也能成功複製過去的經驗。而在試圖將全球經濟由加護病房轉到一般病房的過程中，全球基礎建設資產有機會在2030年成長124%，來到超過110兆美元的水準。 在歐美疫情降溫、全球蓄勢待發準備重新開機的過程中，別忘了搶先布局「全球基礎建設」產業，讓自己的財富搭上經濟活動重啟的成長列車 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 The European and American economies are restarting, don't miss investing in this product! Although Taiwan is still suffering from the new crown pneumonia epidemic and many industries have affected economic activities due to WFH, many countries in Europe and the United States have gradually recovered the pace of life because of the high rate of vaccine use. When the world is preparing to restart and welcome the enthusiasm of the past economic activities, those industries that require actual man-made construction, transportation construction, etc., instead, because countries are gradually unblocking the infrastructure plans of the two giants in China and the United States, investors have New investment options! Gradually unblocking the expansion of expenditures, the investment potential of the infrastructure industry emerges During the epidemic, facing the two multiple-choice questions of making money and health, many countries have adopted the method of "closing cities". Therefore, infrastructure projects or industrial production lines that require a large amount of manpower investment are all due to the delay of production capacity of the epidemic. For example, in Taiwan, there were cases where technology companies temporarily shut down some production lines and temporarily suspended migrant workers because of fear of cluster infection. Now, after the epidemic situation in various places is gradually controlled, various projects and production lines are expected to be gradually restarted. After most of the workers return to work and the lack of labor is resolved, infrastructure projects and industrial production lines will be restarted. In addition, the two major economies in the world, the United States and China, while the two giants are making troubles, they have introduced infrastructure projects at the same time. On the one hand, they hope that the government will take the lead in investment, which wi
2021-07-1411 min
STB-Finance理財大富翁(Eng) Big Apple computer - Invest Taiwan -Line @jqa3557y 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 rate of 6-inch wafers is also expected to increase to 90%, which is beneficial to the three major index stocks of Global Crystal (6488), Taishengke (3532) and Hejing (6182). Profits have jumped, and the target price has been revised up...
2021-07-1311 min
STB-Finance理財大富翁(中文) 蘋果Apple晶片代工M1- 台積電2330技術大躍進-Invest Taiwan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理器研發晶片。臉書則為虛擬實境（VR）裝置研發晶片。 1名半導體產業界人士表示，像蘋果這樣的公司都認為，用自研晶片來優化iPhone和iPad等產品效能，會比用一般目的晶片，在技術和商業上更有利。 因此，半導體製造商正在晶圓代工領域尋求新機會。例如，英特爾就宣布，將投資200億美元設立晶圓廠，希望重新投入這個領域。 另1名產業分析師指出，即便美國科技巨擘自研晶片，生產工作將交給晶圓代工廠商，半導體產業將進一步重組為設計和生產2大部門，而晶圓代工市場將持續成長。 這也意味了台積電、三星電子晶圓代工大廠的業績持續看好，尤其是台積電。根據集邦科技的統計，今年第1季台積電在全球晶圓代工市場的市佔率增至55%，三星電子則下滑至17%，聯電以7%名列第3 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 According to South Korea’s BusinessKorea report, technology giants including Apple, Google, Amazon and Facebook have all begun to develop their own chips, which represents the further growth of the global foundry business, which is beneficial to foundries, especially TSMC. Apple’s fifth-generation tablet brain iPad Pro, released in July, is equipped with a self-developed M1 chip. In fact, Apple has become a chip design company, installing its own chips on iPhones, Macintosh computers and iPads. In addition to Apple, Amazon is currently developing chips for its own network through Israel's Annapurna Lab, which was acquired in 2015. Google is developing chips for its own mobile application processor. Facebook is developing chips for virtual reality (VR) devices. A person in the semiconductor industry said that companies like Apple believe that using self-developed chips to optimize the performance of products such as iPhone and iPad will be more technically and commercially beneficial than using general-purpose chips. Therefore, semiconductor manufacturers are seeking new opportunities in the field of foundry. For example, Intel announced that it will invest 20 billion US dollars to set up a fab, hoping to reinvest in this field. Another industry analyst pointed out that even if the US technology giants
2021-07-0810 min
STB-Finance理財大富翁(Eng) Tesla Fastly Make Car - Secreat Tech - Invest Taiwan 6239 力成 Fast Key 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 packaging and testing. Licheng's consolidated revenue in May was 6.886 billion yuan, an increase of 3.22% from April's 6.671 billion yuan, an increase of 6.85% from 6.445 billion yuan in the same pe...
2021-07-0706 min
STB-Finance理財大富翁(Eng) TSMC Builds 3nm for Apple M1 Chips - 台積電接蘋果訂單-投產3nm精密製程工廠 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 second half of 2022, the products onboard will be available around the beginning of 2023, which is not in line with the traditional timeline of the iPhone at th...
2021-07-0512 min
STB-Finance理財大富翁(Eng) China Tech Revolution Changing -科技創新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 build an "IT aircraft carrier" to compete with the United States in arms The report cited data from the State-owned Assets Supervision and Administration Commission of China that by the end of 2020, the assets of China's central enterprises reached 69.1...
2021-07-0318 min
STB-Finance理財大富翁(中文) 5291 邑昇- PCB跨足工業電腦、車用領域 業績成長39%- Invest Taiwan PCB 廠及 LED 照明燈具廠邑昇 (5291-TW) 公布 5 月營收，達 1.53 億元，連 3 個月創新高，月增 17.43%，年增 62.15%，受惠居家辦公帶動網通與宅經濟需求，推升 PCB 事業營收走揚，加上既有 LED 自行車燈訂單穩定挹注，前 5 月累計營收也達 6.11 億元，年增 32.35%。 邑昇指出，PCB 供應鏈經過一年去庫存，拉貨動能在今年春節後明顯提升，包括工控、工業電腦、醫療、車用等領域復甦力道強勁，此外，近期台灣疫情升溫，居家辦公與遠距教學需求倍增，帶動 PCB 事業 5 月營收顯著成長，第三季目前產能已規劃滿載生產，將配合客戶拉貨 由於歐美等國家疫苗施打率持續提升，各大城市陸續開放解封，去年因疫情帶動的戶外運動需求並未衰退，市場規模反而擴大，邑昇自有自行車燈品牌「DOSUN」訂單能見度直達年底；而電動自行車 e-bike 已進入第二批量產，現階段目標仍以台灣市場為主，並積極開發歐美 e-bike 市場布局，期望在第四季有新客戶開始挹注營收。 邑昇 2021 第一季稅後純益 3062 萬元，年增 1.34 倍，每股純益為 0.8 元。公司看好，今年受惠各領域 PCB 拉貨動能重啟，加上 LED 自行車燈出貨暢旺，接單狀況佳，今年產能已全部滿載 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 PCB factory and LED lighting factory Yisheng (5291-TW) announced May revenue of 153 million yuan, a record high for three consecutive months, with a monthly increase of 17.43% and an annual increase of 62.15%, benefiting from home office driving Netcom and Home Economic demand has pushed up the PCB business revenue. Coupled with the stable orders for existing LED bicycle lights, the cumulative revenue in the first five months has reached 611 million yuan, an annual increase of 32.35%. Yisheng pointed out that after a year of destocking in the PCB supply chain, the momentum for pulling goods has increased significantly after the Spring Festival this year, including industrial control, industrial computer, medical, automotive and other fields with strong recovery. In addition, the recent epidemic in Taiwan has increased, home office and remote The demand for teaching has doubled, driving the PCB business's revenue growth in May. The current production capacity in the third quarter has been planned for full production, and will cooperate with customers to solicit goods As the vaccine delivery rate in Europe, America and other countries continues to increase, major cities have gradually opened up and unblocked. Last year, the d
2021-07-0305 min
STB-Finance理財大富翁(Eng) Invest Apple - Taiwan Industry - printed circuit board-6269台郡 Apple's supply chain soft board factory in Taiwan County (6269-TW) maintained its monthly revenue of more than 2.39 billion yuan in April and May, and its major customers' orders for tablets and NB computers in the second quarter were all picked up according to the original quantity. Revenue in the second quarter is expected to be better than that in the first quarter; at the same time, Kaohsiung Hefaxin plant is put into mass production, coupled with a large number of shipments from US customers in July, Taiwan County's performance in the third quarter is expected to be better...
2021-07-0209 min
STB-Finance理財大富翁(中文) Type C 資料傳輸快25% 充電速度亦上升32% - 台股投資6411晶焱靜電防護 IC 廠晶焱 (6411-TW) 今公告，為配合未來營運發展，將斥資 2.85 億元，取得華邦電 (2344-TW) 不動產。 晶焱此次將取得華邦電在新竹縣竹北市世興段的土地與建物，土地面積約 115.42 坪，建物面積約 881.06 坪，車位共 29 個。 晶焱今年受惠宅經濟商機爆發，各項電子產品熱銷，11 月營收創下歷史新高，達 3.16 億元，月增 3.91%，年增 12.64%，累積前 11 月營收 28.81 億元，年增 16.49%。 展望明年，晶焱看好，宅經濟需求將延續，營收可望再優今年，續創新高，同時，由於市場競爭不斷加劇，將持續推出新品、優化產品結構，並改善生產成本，推動獲利成長 隨著電子產品結構複雜化，靜電防護需求只增不減，尤其未來市場將走向 USB 4.0，相關產品也必須重新設計，公司也將持續投入新品開發、增加市占率 股票發發發，「STB台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://lin.ee/1kBwwmN Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 Jing Yan (6411-TW), an ESD protection IC factory, announced today that it will spend 285 million yuan to acquire Winbond (2344-TW) real estate in order to cope with future operational development. Jingyan will acquire Winbond’s land and buildings in Shixing Section of Zhubei City, Hsinchu County. The land area is about 115.42 pings, the building area is about 881.06 pings, and there are 29 parking spaces. Jing Yan benefited from the explosion of housing economy business opportunities this year, and various electronic products are selling well. November revenue hit a record high of 316 million yuan, a monthly increase of 3.91% and an annual increase of 12.64%. The cumulative revenue for the first November was 2.881 billion yuan. An annual increase of 16.49%. Looking forward to next year, Jingyan is optimistic that the demand for the housing economy will continue, and revenue is expected to be even better this year and continue to hit new highs. At the same time, due to the increasing market competition, it will continue to introduce new products, optimize product structure, and improve pr
2021-07-0208 min
STB-Finance理財大富翁(中文) 全家超商新品-上善豆家蔬食- 股票投資1225福懋油搶攻蔬食市場，全家超商再度攜手人氣蔬食餐廳「上善豆家」推出新品，主打加入植物肉的「梅干獅子頭燴飯」、「麻花拌麵」，以及輕食類的「蕃茄油醋沙拉」。 「上善豆家」聯名系列亮點為少添加、配菜均衡、特色調味，此波主打植物肉入菜。「梅干獅子頭燴飯」以素獅子頭搭配滷大白菜、筍片與梅干菜，再淋上梅干醬汁，屬於蛋奶素，售價95元；「麻花拌麵」運用全素麵條，烤豆包和榨菜素肉絲增添口感，淋上香濃花椒麻醬和祕製微酸醬汁，香麻爽口，歸類蛋素，售價89元。 此外，三級警戒期間為補足部分素食餐館暫停營業的缺口，全家進一步打造「蔬食地圖」功能，遵循友善食光地圖模式，透過全家APP就能查詢各店舖內所販售的蔬食商品品項與數量，且依照各種素食類型區分，本週五(7/2) 前上線。 ==================投資情報- STB會員限定- 籌碼分點 黃小玉狂飆，福懋油(1225)去(2020)年第四季EPS 0.68元、創20季高，法人看好第一季將更上一層樓、續創21季高，第二季除原物料帶來成本壓力並進入需求淡季而回復往常0.3~0.4元水準，第三季與第四季再隨進入旺季而可望再往上，今(2021)年全年EPS樂觀看比去年的1.72元更優、並可望創6年新高；不過前提是黃小玉等國際原物料持續維持往上格局不變。對於國際原物料持續上漲，福懋油表示，目前買進的原料大概都會比去(2020)年同期高，庫存水位雖會依照原物料價格漲跌而有不同調配，但配合船期，一般大約抓1.5~2個月的庫存水準。 對於業務包含大宗物資的業者而言，福懋油指出，以目前佔成本最高的黃豆價格還在往上走，雖不能說全部轉嫁，但國內成品價格不錯、仍有價差存在，尤其旗下油品主要為B2B營運模式，因客戶也會注意國際盤與供需狀況，確實比B2C較能接受調整到較為合理的價格。 福懋油去年各產品佔合併營收比重，以油脂佔4成最高、飼料佔32.07%、麵粉(主要為持股63%的子公司台灣大食品所生產)為26.31%、其他1.62%；至於損益貢獻比重，以油脂45.18%最高、飼料26.84%與麵粉26.24%相當、其他1.74%。福懋油表示，公司有關大宗物資買賣(黃豆、玉米純粹原物料買賣)的部分也歸到飼料部分，就製成品而言，油脂除營收佔比最高、並為最大獲利貢獻來源 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 Powered by Firstory Hosting
2021-07-0110 min
STB-Finance理財大富翁(中文) 品牌故事-麻古- 真誠與茶飲- 股票投資4205中華食 一. 品牌介紹 2008年於台灣高雄創立麻古茶坊 麻古茶坊首創果粒茶飲系列， 以飽滿扎實的果肉口感席捲全台， 開創茶飲界新風潮。 隨後更推出無添加色素的『水晶粉圓』， 搭配濃醇的拿鐵系列茶飲，更成為超人氣的話題飲品。 經營多年的麻古茶坊，以穩健的步伐持續在全台拓展門店， 2017帶著獨特鮮活口感的果粒茶飲跨足海外， 試圖與世界各地的人，分享麻古的果漾．輕生活體驗 二. 熱銷產品 (一)搖滾波波奶茶 前陣子分享的麻古隱藏版菜單「搖滾波波奶茶」堪稱奶茶控的最愛！將優質茶葉搭配濃郁奶香，沖煮出香濃順口英式錫蘭奶茶，再搭配麻古茶坊獨家鮮果原汁自製的葡萄波波與Q彈小珍珠，風味濃郁、口感豐富多層次，無論是冰飲或熱飲都超療癒 (二) 柳橙果粒茶 以茉莉花薰花茶香綠茶為基底再結合產季新鮮的現榨香甜橙汁，喝得到柳橙果肉的顆粒口感，清新爽口，夏天來一杯消暑解膩超適合 (三)芝芝金萱雙Q 將饕客最愛的芝芝與金萱雙Q完美結合打造的夢幻飲品「芝芝金萱雙Q」成為2021年上半年的超人氣飲品第三名！以高山金萱獨有的清香搭配彈牙的白玉波霸與香甜Q脆的椰果，最後淋上由喜馬拉雅山玫瑰鹽與紐西蘭起司製成的濃郁芝芝，層層堆疊出不同風味，讓人一喝就驚豔，還沒喝過的人快嚐鮮一波 (四) 高山金萱茶 經典不敗的萬年熱銷飲品就非「高山金萱茶」莫屬啦！嚴選SGS認證高山原葉茶，以冰鎮技術沖煮保留金萱茶湯味甘、順口的細緻茶香，柔和不澀口，從第一口至最後一口皆能感受到源於高山的清雅香氣，百喝不膩 (五)楊枝甘露2.0 從去年就賣爆的楊枝甘露，麻古更是手搖飲界的楊枝甘露先驅者，今年更推出全新楊枝甘露2.0升級版 =========投資情報-STB會員限定-籌碼分點 中華食品 (4205-TW) 追求生產效益及產能更新，高雄大樹及屏東潮州廠「兩廠合一」投資案確定將執行，中華食品此南台灣新投資計畫已正式啟動，並向屏東縣政府送件提出申請。 中華食品的高、屏「兩廠合一」生產新計畫，將納入未來 5 年產能擴張考量，有助生產效益提升。 中華食品高雄大樹廠目前占地 3000 坪，廠內設立豆花、白豆腐及雞蛋豆腐生產線各 2 條，訂單滿載產線爆滿，廠區也沒有可再擴充的空間，因此決議擴充屏東潮州廠的生產產能。 中華食品屏東潮州廠 1989 年設置，原設立飲料生產線目前已沒有使用，該廠占地 1.2 萬坪，僅生產部分豆腐產品，形成大樹與潮州廠的土地利用不均衡現象。中華食品原規劃高雄大樹及屏東潮州廠「兩廠合一」案，規劃把大樹廠產能更新並遷入潮州廠，此舉為未來 5 年產能擴張一併納入考量 票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 Powered by Firstory Hosting
2021-07-0108 min
STB-Finance理財大富翁(Eng) Robot Revolution - Invest Taiwan 6189 豐藝 Intelligence Compant 工研院機械所組長王裕銘表示，「電路板產業智慧製造服務應用平台」具備4高特色，分別是高整合-全球首創三合一，整合通訊協定、肇因分析、AI缺陷分類；高效率-提升人力調度、人員工作效率高；高智慧-以AI人工智慧輔助人工辨識經驗不足問題；高品質-準確率達98%。 王裕銘表示，臺灣是PCB電路板重要生產國家，在2020年成為臺灣第３大兆元電子產業，產值高達1.04兆新台幣，工研院建立電路板產業智慧製造服務應用平台，協助PCB產業改善勞工工作效率、缺經驗及判讀品質不均的痛點，建構全球首創電路板產業通訊標準格式PCBECI、整合式肇因分析模組、AI影像重繪缺陷分類技術等３大核心技術，使設備聯網，安裝時間有效縮短30%，協助參數校正及品質判讀效率，分類準確率達98%，優化人力調度彈性，目前已有20餘家業者導入。 王裕銘指出，此平台促成軟板廠嘉聯益及系統整合商聯策科技等業者建立國內第一條跨供應鏈的先進軟板智造產線，建構PCB智慧機械產業鏈，助攻PCB產業持續領先國際；並協助國內印刷設備廠妙印精機突破長期日、韓壟斷困境，搶攻新南向市場 工研院機械與機電系統研究所組長王裕銘表示，PCB生產設備缺乏共通的通訊格式，是產業智慧化面臨的瓶頸，團隊自4~5年前便開始和台灣電路板協會（TPCA）合作，為PCB產業量身打造「PCBECI通訊協定」，就像幫設備裝上翻譯機，讓生產設備講同一種語言。 王裕銘說，「溝通」是整個平台最需要解決的問題，在團隊內部，因整合PCB製程、材料、設備、資通訊等跨領域人才，但隔行如隔山，起初團隊就像PCB的機台一樣無法「聯網」，但工研院發揮整合能力，透過每週團隊固定開會、溝通討論，花了將近半年的時間便建立起團隊的信任感與共通語言 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 工研院機械所組長王裕銘表示，「電路板產業智慧製造服務應用平台」具備4高特色，分別是高整合-全球首創三合一，整合通訊協定、肇因分析、AI缺陷分類；高效率-提升人力調度、人員工作效率高；高智慧-以AI人工智慧輔助人工辨識經驗不足問題；高品質-準確率達98%。 王裕銘表示，臺灣是PCB電路板重要生產國家，在2020年成為臺灣第３大兆元電子產業，產值高達1.04兆新台幣，工研院建立電路板產業智慧製造服務應用平台，協助PCB產業改善勞工工作效率、缺經驗及判讀品質不均的痛點，建構全球首創電路板產業通訊標準格式PCBECI、整合式肇因分析模組、AI影像重繪缺陷分類技術等３大核心技術，使設備聯網，安裝時間有效縮短30%，協助參數校正及品質判讀效率，分類準確率達98%，優化人力調度彈性，目前已有20餘家業者導入。 王裕銘指出，此平台促成軟板廠嘉聯益及系統整合商聯策科技等業者建立國內第一條跨供應鏈的先進軟板智造產線，建構PCB智慧機械產業鏈，助攻PCB產業持續領先國際；並協助國內印刷設備廠妙印精機突破長期日、韓壟斷困境，搶攻新南向市場 Powered by Firstory Hosting
2021-06-2909 min
STB-Finance理財大富翁(中文) Tablet Pencil - Apple觸控筆副廠比較- 2409友達面板友達（2409）董事長彭双浪在股東會致股東報告書中指出，友達將透過「雙軸轉型」，邁向價值創造的領導者。並且持續採投資、合資、購併或策略聯盟方式擴大經營生態圈。因應車用面板客戶需求，友達認真考慮車用面板模組廠落腳地點，包括北美、歐洲及東南亞（泰國）三處。 彭双浪表示，新冠疫情已逐漸改變人類生活型態，不論是在家工作或學習、線上購物或娛樂等，對於面板需求都呈現強勁的成長。可預見的未來，面板產業的供需將可望回復到更健康、理性的市場機制。友達採取「雙軸轉型」策略，持續朝提升價值的方向前進。 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 彭双浪指出，雙軸轉型是指「Go Premium」與「Go Vertical」。「Go Premium 」目標是創造面板產品差異化、提升單位價值，創造穩定獲利，支撐公司對技術、產能及新事業的投資。「Go Vertical」則是積極結合AIoT應用，搶攻數位化轉型商機。並選定五大經營標的場域：智慧零售、智慧醫療、智慧育樂及智慧交通顯示器智慧應用場域，及友達本身能量最大的「智慧製造 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Peng Shuanglang, chairman of AUO (2409), pointed out in the shareholder report to the shareholders that AUO will become a leader in value creation through "two-axis transformation." And continue to use investment, joint ventures, mergers and acquisitions or strategic alliances to expand the business ecosystem. In response to the needs of automotive panel customers, AUO seriously considered the location of automotive panel module factories, including three locations in North America, Europe and Southeast Asia (Thailand). Peng Shuanglang said that the new crown epidemic has gradually changed the way people live, whether it is working or studying at home, online shopping or entertainment, the demand for panels is showing strong growth. In the foreseeable future, the supply and demand of the panel industry is expected to return to a more healthy and rational market mechanism. AUO adopts a "two-axis transformation" strategy and continues to move in the direction of enhancing value. Peng Shuanglang pointed out that the two-axis transformation refers to "Go Premium" and "Go Vertical". The goal of "Go Premium" is to create differentiation of panel products, increase unit value, create stable profits, and support the company's investment in technology, production capacity and new businesses. "Go Vertical" actively combines AIoT a
2021-06-2805 min
STB-Finance理財大富翁(Eng) Xbox and Microsoft Uses - Invest Taiwan Software2376技嘉Gigabyte (2376) increased its server layout and advanced to MWC 2021, and its new edge computing server products seized the opportunity for telecom operators to deploy 5G and 6G pre-planning. Optimistic about the increasing demand for infrastructure such as data centers and cloud storage and high-speed computing, Gigabyte has set a goal of double-digit annual growth and gross profit margin increase for the server business this year. However, the supply chain shortage of materials and other impacts became severe in the second quarter, and the legal person also paid close attention to whether Gigabyte's server shipment momentum would be...
2021-06-2717 min
STB-Finance理財大富翁(中文) Iphone13 PK Ipad Air 4 - 投資台灣電子處理器3034 欣興 蘋果新機開始拉貨，iPhone 13規格大提升，毫米波機型出貨比重大增，相機鏡頭規格也升級，有望帶動台積電（2330）、玉晶光（3406）等16檔蘋果概念股業績，股價也有望迎來漲勢。 包括華通、台積電、鴻準、台光電、美律、可成、大立光、欣興、晶技、景碩、玉晶光、臻鼎-KY、新普、頎邦、台郡、台表科等16檔iPhone概念股，有望受惠。 天風國際證券分析師郭明錤指出，展望2021～2023年，在智慧型手機品牌中，蘋果手機的成長能見度最佳，主要在於iPhone的生態優勢與帶動換機需求的產品策略奏效。 他正向看待蘋果iPhone產品策略，預期iPhone在2021與2022年將分別出貨2.3～2.4億與2.5～2.6億支，新機規格升及及在高階手機市占提升，將為iphone的成長動能。 富邦投顧解析，新iPhone除了AP升級到A15晶片和5G機型升級內有Qualcomm的X60基頻晶片外，iPhone12系列和iPhone13系列規格差異不會很大。 不過，富邦預估iPhone13毫米波機型比重將大幅增加，2021年毫米波iPhone出貨量8,800 萬支，較2020年為3,000萬支年增193％，占整體iPhone的40％。 因毫米波iPhone出貨量增加，相關軟板供應廠商如臻鼎-KY及台郡有望受惠。 且因iPhone13內毫米波天線數量增多，BT載板元件價值將從2.2美元上升到3美元，iPhone 12僅有三家供應商，分別為LG Innotek、景碩和三星電機，蘋果iPhone 13BT將增加兩家供應商，分別為欣興和AT&S。 相機部份，iPhone13超廣角鏡頭組升級到6P 以及FaceID Tx（臉部辨識發射端）鏡頭升級為塑膠鏡頭組，玉晶光應可享有鏡頭組擴增和規格升級的好處，並且從日本康達智（Kantatsu）手中搶下長焦鏡頭20％以上的配單比，同時，其毛利率可望隨7P產品良率提升而成長 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Apple’s new machine began to pull goods, the iPhone 13 specifications have greatly improved, the millimeter wave model shipments have increased significantly, and the camera lens specifications have also been upgraded. It is expected to drive the performance of 16 Apple concept stocks such as TSMC (2330) and Yujingguang (3406). It is also expected to usher in an uptrend. Including Huatong, TSMC, Hongzhun, Taiwan Optoelectronics, Meilu, Catcher, Largan, Xinxing, Jingjing, Jingshuo, Yujingguang, Zhending-KY, Xinpu, Qibang, Taiwan County, Taiwan Watch 16 iPhone concept stocks such as Keke are expected to benefit. Guo Mingchi, an analyst at Tianfeng International Securities, pointed out that looking forward to 2021-2023, among the smart phone brands, Apple's mobile phone has the best growth visibility, mainly due to the iPhone's ecological advantages and the effectiveness of the product strategy to drive replacement demand. He is looking at Apple’s iPhone product strategy. He expects that the iPhone will ship 230-240 million and 250-260 million units in 2021 and 2022, respectively. The increase in the specifications of the new phone and the increase in the market share of high-end mobile phones will be the growth momentum for the iPhone. . Fubon Investment Advisor analyzed that, except for the AP upgrade to the A15 chip and the 5G model upgrade with Qualcomm's X60 baseband chip in the new iPhone...
2021-06-2621 min
STB-Finance理財大富翁(Eng) Industrial Revolution- Invest Taiwan Tech 6415 矽力 In the post-epidemic era, the global economy was unblocked. The demand for LED lighting recovered in the first half of the year and increased quarter by quarter. In the second half of the year, the pull force gradually became stronger, especially in special lighting, smart lighting and mid-to-high power parts. In 2021, the output value of lighting LED will reach 6.709 billion U.S. dollars, with an annual growth rate of 3.43%. Taiwanese LED-related chip fabs will see prosperous performance in the second half of the year. The performance of the third quarter has increased, and the legal person...
2021-06-2617 min
STB-Finance理財大富翁(中文) Cooling Components- Macbook 散熱組件隨著國際銅價大幅回檔，包括雙鴻（3324）、超眾、奇鋐等散熱模組廠也將迎來電子業傳統旺季；法人預料，下半年在筆電、智慧手機需求暢旺下，散熱模組出貨量有望較上半年顯著成長。 近期歐美國家疫情趨緩，消費動能逐漸恢復，加上各家品牌廠將推出新品爭搶市，對於散熱模組的需求有增無減，對供應商是一大利多。 此外，全球電競市場在疫情爆發後蓬勃發展，也帶動顯示卡銷售暢旺，國內散熱模組廠專攻顯示卡散熱片，受惠最深。法人認為，包括桌機、筆電都有遊戲需求，因此顯示卡專用的散熱模組動能強勁，預料將一路暢旺至暑假。 雙鴻今年前五月營收54.08億元，年增28.7%；超眾前五月營收40.15億元，年增28.1%；奇鋐前五月營收196.33億元，年增22.7%。法人指出，國內散熱廠今年前五月營收均較去年同期大幅成長，而下半年需求更好，估計全年營收表現將相當不錯，雙位數年增並無懸念 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 With the sharp recovery of international copper prices, cooling module factories including Shuanghong (3324), Chaozhong, and Qihong will also usher in the traditional peak season of the electronics industry. The legal person predicts that in the second half of the year, the demand for laptops and smartphones will be heated. Module shipments are expected to grow significantly compared to the first half of the year. Recently, the epidemic in European and American countries has slowed down, consumption momentum has gradually recovered, and various brand factories will launch new products to compete for the market, the demand for cooling modules is increasing, which is a big benefit to suppliers. In addition, the global e-sports market has been booming after the outbreak of the epidemic, which has also driven the sales of graphics cards. Domestic cooling module factories specializing in graphics card heat sinks have benefited the most. The legal person believes that there is a demand for games including desktop computers and laptops. Therefore, the heat dissipation module dedicated to the graphics card has a strong kinetic energy and is expected to flourish all the way to the summer vacation. Shuanghong’s revenue in the first five months of this year was 5.408 bil...
2021-06-2514 min
STB-Finance理財大富翁(Eng) IT Sensor - Invest Taiwan Eletricity Products 2383台光電 感測器EPS上升43%純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Although there were unfavorable factors in the upstream raw material price increase in the first quarter of this year, Taiwan Optoelectronics, Lianmao and Tenghui-KY performed well due to product mix optimization. Among them, Taiwan Optoelectronics was adopted by international manufacturers due to high-end HDI and shipments were quarterly. Significant growth, coupled with increasing demand for 5G mobile phones, the first quarter after-tax surplus was 965 million yuan, a record high for the same period in the previous year, with a surplus of 2.89 yuan per share; cumulative consolidated revenue for the first five months was 14.175 billion yuan, an annual growth of 39.47% . As new projects with high-spee...
2021-06-2510 min
STB-Finance理財大富翁(中文) PCB新商機- 虎尾幫的盤算 - Invest Taiwan市場預期第3季NOR快閃記憶體價格將調漲，漲幅超過1成，供應商華邦電（2344）、旺宏（2337）營運可望受惠，帶動今股價齊上漲。 儘管上半年記憶體價格漲勢不小，但相對DRAM，第3季是蘋果iPhone的拉貨旺季，也是各智慧型手機將NOR快閃記憶體搭載OLED面板的熱門元件，加上PC應用、無線藍牙耳機等需求增加，推升NOR快閃記憶體近期下單量激增。 就供給而言，南韓、中國供應商紛將產能轉移獲利較高的晶圓代工，致使NOR快閃記憶體減少產出，市場預期，旺季到來，需求增加，供給減少，第3季NOR快閃記憶體價格將調漲，漲幅將超過1成，目前看來，補漲幅度會比DRAM來得大。 美系外資最新報告也看好NOR Flash後市走強，預估旺宏今年第2季營收可望年增2成，成長動能將持續到明年，產品組合有利營收與獲利，將旺宏投資評等由「中立」調高為「加碼」，目標價由41元調高到55元。 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 The market expects that the price of NOR flash memory in the third quarter will increase by more than 10%. Suppliers Winbond (2344) and Macronix (2337) are expected to benefit from their operations, driving the stock price to rise today. Although the price of memory in the first half of the year has risen not small, compared with DRAM, the third quarter is the peak season for Apple iPhones. It is also a popular component for smart phones to use NOR flash memory with OLED panels, plus PC applications and wireless Increased demand for Bluetooth headsets has pushed up the recent surge in orders for NOR flash memory. In terms of supply, South Korean and Chinese suppliers have shifted production capacity to foundries with higher profits, resulting in a reduction in NOR flash memory output. Market expectations are that the peak season will come, demand will increase, and supply will decrease. NOR in the third quarter The price of flash memory will increase by more than 10%. At present, it seems that the supplementary increase will be greater than that of DRAM. The latest US foreign investment report is also optimis...
2021-06-2409 min
STB-Finance理財大富翁(Eng) Green Power Transition - Invest Taiwan Solar IndustryRecently, the construction of domestic solar power plants has continued to spread. Due to the continuous surge of upstream materials, developers have been unprofitable and even at risk of loss, and the construction of some power plants has stalled. In this regard, Motech (6244) ) General Manager Ye Zhengxian said that the poor installation volume of domestic solar energy plants should not be blamed on the price increase of modules. In fact, materials including steel, aluminum brackets, wires and other materials have risen. As the cost of modules rises, modules have to rise but not The product with the largest increase.
2021-06-2404 min
STB-Finance理財大富翁(中文) Invest NoteBook - MSI TOP Product 微星筆電 微星發表多款電競筆電、螢幕、顯示卡與周邊等新產品，該公司首季營收創新高，在新產品推出效應下，本季業績有望挑戰再寫新猷，下半年進入傳統旺季，業績不看淡，2021年全年業績看增兩成。 微星昨天舉行新產品線上發表會，推出最新一代電競筆電、創作者筆電、電競螢幕、顯示卡與各種電競周邊產品，鞏固其在高階電競市場的領先地位。 受惠輝達（Nvidia）新顯示卡、新電競等產品需求暢旺，微星首季營收480.05億元，季增14.5%，年增68.4%，創單季新高，在營收規模提升下，加上新產品銷售比重上揚，推升單季毛利率達19.07%，年增5.62個百分點，每股純益4.94元、創單季新高。 微星4月營收150.77億元，月減14.9%，年增42.1%，法人認為，微星本季受惠推出主機板、顯示卡、電競筆電等新品，加上終端需求未有減弱跡象，新品對提升產品平均單價有所助益，加上因應挖礦需求導致顯卡缺貨，以及上游零組件成本上揚，微星將對終端合理反映顯示卡售價，預估第2季營收有機會再戰新高。 微星董事長徐祥表示，本季需求非常強，但受限於供應鏈供貨吃緊，要在前一到兩周才會拿到配貨，現在還是無法掌握，如果可以滿足，單記營收有機會和首季差不多，甚至更高 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 MSI announced a variety of new products such as gaming laptops, monitors, graphics cards and peripherals. The company’s revenue in the first quarter hit a record high. Under the effect of new product launches, this quarter’s performance is expected to challenge and write new ones, and enter the traditional peak season in the second half of the year. , The performance is not pessimistic, the 2021 annual performance is expected to increase by 20%. MSI held a new product online presentation yesterday, launching the latest generation of gaming laptops, creator notebooks, gaming monitors, graphics cards and various gaming peripherals, consolidating its leading position in the high-end gaming market. Benefited from the booming demand for Nvidia’s new graphics cards and new e-sports products, MSI’s first-quarter revenue was 48.05 billion yuan, an increase of 14.5% quarter-on-quarter and 68.4% year-on-year, setting a new single-season high. With the increase in revenue, MSI Coupled with the increase in the proportion of new product sales, it pushed up the single-quarter gross profit margin to 19.07%, an annual increase of 5.62%, and the net profit per share was 4.94 yuan, a single-quarter high. MSI’s April revenue was 15.077 billion yuan, a month-on-month decrease of 14.9% and a year-on-year increase of 42.1%. The legal person believes that MSI has benefited from launching new products such as motherboards, graphics cards, and gaming l
2021-06-2307 minSTB-Finance理財大富翁（中文）Gigabyth Invest Taiwan Chip 2376投資處理器 Gigabyte技嘉科技於6/10推出最新一代專為玩家打造的AORUS AGC310專業電競賽車椅，結合先進的人體工學設計，為玩家帶來高品質的舒適感和穩定性。AORUS AGC310電競椅擁有加寬的椅背與椅坐設計、可調式頸枕與腰枕、不易變形含透氣設計的坐墊材質、支援2D扶手功能、最大160度椅背傾斜功能，各方面都考量到人體工學的舒適設計，為長時間遊戲久坐的玩家提供更好的舒適感受。在結構上，採用全鋼製金屬骨架、全鋼腳架、60mm靜音滾輪以及國際認證Class4等級氣壓桿。此外，AORUS AGC310電競椅在用料上通過各項耐磨耐久度與BIFMA測試等認證，帶給玩家更安心更穩固的乘坐體驗。 全面舒適，專為玩家設計 AORUS AGC310電競椅背與椅坐寬度達610mm，加寬的設計考量於不同體型玩家以增加更多的空間乘坐，確保久坐下身體都有合適的椅靠。搭配可調式設計的頸枕與腰枕，玩家能根據個人身形及喜好調整支撐位置，減輕腰部與脊椎的壓力，並且頸腰枕皆可拆卸以便於清潔等彈性使用。電競椅墊採用高密度泡棉，回彈性佳，久坐不易塌陷變形。 此外，與身體長時間接觸的椅墊與腰枕表面材質皆具有透氣孔設計，可減少長時間遊戲下椅墊的積熱，讓玩家坐得住也坐得舒適。2D扶手的功能支援，不僅可以升降扶手的高度，還可以調整左右水平旋轉的固定角度，讓玩家找到適合自己的舒服姿勢以減輕手腕與肌肉負擔，讓雙手隨時隨地處於零負擔的預備狀態。最大90～160度可調節式傾斜椅背，玩家可視需求因應各種使用情境，並且無段落的操作能輕鬆又不費力地進行傾斜調整，無須再依序步驟逐一切換。 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Gigabyte Technology launched the latest generation of AORUS AGC310 professional e-sports chair specially designed for players on 6/10. Combining advanced ergonomic design, it brings high-quality comfort and stability to players. The AORUS AGC310 gaming chair has a widened back and seat design, adjustable neck pillows and lumbar pillows, a cushion material that is not easily deformed and has a breathable design, supports 2D armrests, and a maximum 160-degree back tilt function. All aspects are considered. The ergonomic and comfortable design provides a better comfort for players who have been sitting for a long time in the game. In the structure, it adopts an all-steel metal frame, an all-steel tripod, a 60mm silent roller and an internationally certified Class4 pneumatic rod. In addition, the AORUS AGC310 gaming chair has passed various certifications such as wear resistance and durability and BIFMA testing, giving players a more secure and stable riding experience. Fully comfortable, specially designed for players The width of the back and seat of the AORUS AGC310 gaming chair is 610mm. The widened design takes into account players of different body types to add more space to ride and ensure that there is a suitable seat back for the body after long sitting. With adjustable neck pillows and lumbar pillows, players can adjust the support position according to their personal body shape and preferences to reduce the pressure on the waist and spine, and the cervical and lumbar pillows are detachable for flexible use such as cleaning. The gaming chair cushion is made of high-density foam, which has good resilience and is not easy
2021-06-2314 minSTB-Finance理財大富翁MwdiaTek-2454聯發科純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Powered by Firstory Hosting
2021-06-2111 min
STB-Finance理財大富翁(Eng) Iphone pk Android for Uses -Invest Taiwan Chip 2301光寶科 光寶科(2301)自結五月份全球合併公司營收為164.3億元，不含已轉讓之可攜式機構事業，月增0.5%及年減14%，續創今年單月營收新高。受惠於核心事業終端市場需求穩定，光寶科累計今年一至五月合併營收為1,338億元。 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 光寶科表示，光電部門五月份營收佔整體之15%；其中，LED元件及LED車用照明出貨持續較上月成長；資訊產品部門營收佔比達68%，其中，受惠AI智慧居家設備與消費性電子遊戲機等電源產品出貨持續成長；佐以雷射多功能事務機種出貨順暢帶動下，資訊產品部門營收較上月持續成長；同時，儲存裝置部門五月份佔整體營收達12%。 網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 ✨✨✨合格證照： 信託業務證明字號：中託測證電字第Y150210570020號,高004482 證券商業務合格證明：108證商業測證字第2250672008號 (1082200244) Lite-On’s (2301) global consolidated company revenue in May was 16.43 billion yuan, excluding transferred portable institutions. The monthly increase was 0.5% and the annual decrease was 14%, which continued to hit a new single-month revenue this year. Benefited from the stable market demand for core business terminals, Lite-On’s accumulated consolidated revenue from January to May this year was 133.8 billion yuan. According to Lite-On, the optoelectronics division accounted for 15% of the overall revenue in May; among them, the shipments of LED components and LED automotive lighting continued to grow from the previous month; the information products division accounted for 68% of the revenue, of which AI The shipments of power products such as smart home equipment and consumer electronic game consoles continued to grow; driven by the smooth shipments of laser multi-function business models, the revenue of the information products division continued to grow compared with the previous month; meanwhile, the storage device division accounted
2021-06-2018 min
STB-Finance理財大富翁(中文)Macbook - Invest Taiwan Tech Stock 2303 聯電 -Line @jqa3557y供應鏈訂單可吃好幾年 聯電、力積電、南亞科與封測業等半導體廠商，雖然彼此在配合的供應商會有不同，例如聯電在無塵室工程的供應商以亞翔（6139）為主，但其他大部分供應商都大同小異。 半導體廠擴產在量產後，對材料需求包括矽晶圓、光阻液、晶圓載具、石英等諸多材料也會增長，矽晶圓廠環球晶（6488）、台勝科（3532）、再生晶圓廠辛耘、中砂（1560）、昇陽半導體（8028）、材料通路商崇越科技（5434）、華立（3010）、分析檢測廠閎康（3587）、宜特（3289）等，營運也都將受惠。 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 台積電未來3年 投資1000億美元 這波半導體業投資擴產，以台積電規模最大，3年投資1,000億美元，等於從今年起到2023年，每年投資超過300億美元，涵蓋先進製程與成熟製程的產能。擴產地點除了台灣南科晶圓18廠的5奈米與3奈米廠、新竹寶山擴大計畫的研發晶圓廠與2奈米廠之外，還有海外的中國南京廠的28奈米製程、美國亞利桑那州的5奈米廠投資案。 台積電的本土供應商包括營建股的達欣工（2535）、無塵室與機電系統工程大廠漢唐（2404）、廠務系統與設備模組廠帆宣（6196）、EUV光罩盒及傳載方案廠商家登（3680）、廠務工程、設備相關的弘塑（3131）、意德士（7556）、京鼎（3413）、盟立（2464）等。市場預期台積電大舉擴產需求的廠務工程與設備商機，將使相關供應商可連續分食好幾年的訂單。 Supply chain orders can last for several years Semiconductor manufacturers such as UMC, Power Semiconductor Manufacturing Co., Ltd., Nanya Technology, and Packaging and Testing Industry have different suppliers. For example, UMC’s supplier for clean room projects is mainly Yaxiang (6139), but most of the other suppliers The business capitals are much the same. After the expansion of the semiconductor plant's mass production, the demand for materials including silicon wafers, photoresist liquids, wafer carriers, quartz and many other materials will also increase. Silicon wafer plants Global Crystal (6488), Taishengke (3532), Recycling Foundry Xinyun, China Sands (1560), Sun Sun Semiconductor (8028), material distributors Chongyue Technology (5434), Holley (3010), analysis and testing plant Hongkang (3587), iST (3289), etc. , Operations will also benefit. TSMC invests US$100 billion in the next 3 years This wave of investment and expansion in the semiconductor industry is TSMC’s largest scale, with a three-year investment of 100 billion US dollars, which is equivalent to an annual investment of more than 30 billion US dollars from this year to 2023, covering the production capacity of advanced and matur
2021-06-2010 min
STB-Finance理財大富翁(中文) Solar Power - Invest Taiwan Industry 6244 茂迪 近期國內太陽能電廠建置持續傳出，因上游材料不斷飆漲，導至開發商在無利可圖，甚至有虧損風險下，出現部分發電廠建置停滯的情況，對此，茂迪（6244）總經理葉正賢表示，國內太陽能廠安裝量不佳，不能只怪模組漲價，事實上，包括鋼材、鋁支架、線材等材料都漲，模組在成本上升下，不得不漲但並非漲幅最大的產品。 葉正賢表示，近年來太陽能產業相關的上游材料都出現大幅上漲情況，包括鋼材、鋁支架、線材及人工都漲，模組則因輸入型成本上升，主要是矽晶片大漲，不得不漲但並非漲幅最大的產品，他強調，不能將目前國內太陽能安裝量不佳，怪罪太陽能模組漲價。 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 而由於近期太陽能模組的價格上漲，開發商在成本提升之下，也出現要求政府取消目前VPC制度，開放採購國外模組，對此，葉正賢也指出，這幾年來因政府推動VPC認證制度，讓地理環境比較特殊、屬於高溫、高濕且多颱風的寶島能安裝真正高品質的模組，也讓認真經營的製造業者獲得喘息，避免被取得不平等補貼的紅色供應鏈擊垮，為台灣綠色能源產業的永續發展帶來一絲希望；且持續擴大投資已是現在進行式，過去累積的技術能量加上優異的管理水平，不僅與對岸並駕齊驅，反而有逐漸超越的趨勢 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Recently, the construction of domestic solar power plants has continued to spread. Due to the continuous surge of upstream materials, developers have been unprofitable and even at risk of loss, and the construction of some power plants has stalled. In this regard, Motech (6244) ) General Manager Ye Zhengxian said that the poor installation volume of domestic solar energy plants should not be blamed on the price increase of modules. In fact, materials including steel, aluminum brackets, wires and other materials have risen. As the cost of modules rises, modules have to rise but not The product with the largest increase. Ye Zhengxian said that in recent years, upstream materials related to the solar energy industry have risen sharply, including steel, aluminum brackets, wires and labor. Modules have risen due to the increase in input-type costs, mainly silicon wafers. It is not the product with the biggest increase. He emphasized that the current domestic solar energy installation cannot be blamed on the price increase of solar modules. However, due to the recent increase in the price of solar modules, developers have also asked the government to cancel the current VPC system and open the purchase of foreign modules due to the increase in costs. In this regard, Ye Zhengxian also pointed out that the government has promoted VPC ce
2021-06-1914 min
STB-Finance理財大富翁(Eng) SSD - Invest Taiwan Stock Adata - 台股威剛 3260 記憶體模組及品牌大廠威剛（3260）旗下電競品牌 XPG ，為迎接最新 DDR5 的世代降臨，預計第3季推出最新 CASTER 系列 DDR5 超頻電競記憶體，搶占快速成長的電競商機，並讓電競運算進入新紀元。 威剛表示，CASTER DDR5 記憶體模組，除了與技嘉、微星、華碩與華擎等知名四大主機板廠攜手合作，將陸續完成相容性測試與超頻測試。 XPG CASTER 系列 DDR5 超頻電競記憶體預計將於今年第3季正式推出，將提供 6,000 到 7,400 MHz 的速度，單支容量 8GB、16GB 與 32GB 等規格。除此之外，XPG 超頻實驗室更在團隊努力研究，將超頻頻率往 12,600MHz 邁進 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 In order to welcome the advent of the latest DDR5 generation, the memory module and the gaming brand XPG of the major brand ADATA (3260) is expected to launch the latest CASTER series DDR5 overclocking gaming memory in the third quarter to seize the fast-growing gaming business opportunities. And let the gaming computing enter a new era. ADATA stated that the CASTER DDR5 memory module, in addition to cooperating with the four well-known motherboard manufacturers such as Gigabyte, MSI, Asus and ASRock, will continue to complete compatibility tests and overclocking tests. XPG CASTER series of DDR5 overclocking gaming memory is expected to be officially launched in the third quarter of this year. It will provide speeds from 6,000 to 7,400 MHz, with a single capacity of 8GB, 16GB, and 32GB. In addition, the XPG overclocking laboratory is working hard in the team to advance the
2021-06-1906 min
STB-Finance理財大富翁(Eng) Charging industry - Invest Taiwan 2308 Delta 台達電 法人表示，目前全球已有66國宣誓將在2050年前達成「碳中和」，積極的政策作為之一是加速電動車發展，也提出「新車全面電動化」的目標，在目標年份到來，燃油車將不再推出新車也無法銷售。在政策推行上，目前以歐洲最為積極，以挪威為例，目前電動車已占其新車年銷售的比例達到近60%，2025年起更將禁售燃油車，其他主要國家的作為，則以中國大陸、美國則次之。 中國政府「十四五規劃」中強調電動車產業的重要性，也推出《新能源汽車發展規劃 2021-2035年》等指引，顯示重點培植決心。根據中國車聯網白皮書預測，至2025年，中國智能車市場規模有望從2020年的人民幣2,000億元躍增至2025年的人民幣9,600億元，增幅達近五倍。 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 為切入新趨勢產業電動車商機，鴻海集團持續在電動車業務加足馬力，主導的MIH聯盟25日將舉辦「MIH Consortium線上成立大會」，為7月MIH聯盟正式成立獨立運作鋪路，屆時還將公布組織章程、會籍、運作和服務更新。 電源大廠台達電5月營收達261.26億元，月減1.2%、年增10.8%，創歷史同期新高；累計今年前五月合併營收1,250.5億元，年增21.9%。台達電布局充電樁已久，包括「元大電動車N」（020022）、國泰全球智能電動車（00893）等ETF均將台達電納入成分股 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Delta (Taiwan power ) According to the legal person, 66 countries around the world have pledged to achieve "carbon neutrality" by 2050. One of the proactive policies is to accelerate the development of electric vehicles. It also proposed the goal of "full electrification of new vehicles", which will come in the target year. Fuel vehicles will no longer be launched and cannot be sold. In terms of policy implementation, Europe is currently the most active. Take Norway as an example. At present, electric vehicles account for nearly 60% of its annual sales of new vehicles. The sale of fuel vehicles will be banned from 2025. Mainland China and the United States are second. The Chinese government’s "14th Five-Year Plan" emphasizes the importance of the electric vehicle industry, and has also issued guidelines such as the "New Energy Vehicle Development Plan 2021-2035", showing the determination to focus on cultivation. According to China's Internet of Vehicles white paper, China's smart car market is expected to jump from RMB 200 billion in 2020 to RMB 960 billion in 2025 by 2025, an increase of nearly five times. In order to cut into the electric vehicle business opportunities in the new trend industry, Hon Hai Group continues to increase its power in the electric vehicle business. The leading MIH Alliance will hold the "MIH Consortium Online Inauguration Conference" on the 25th, paving the way for the official establishment of the MIH Alliance in July for indep
2021-06-1911 min
STB-Finance理財大富翁(中文) Imac Apple Invest panel - 群創 Taiwan INNOLUX 3481 雖然台股今天開盤不久即跌破百點，但指數逐步往上游移並收紅。面板股友達 (2409) 、群創 (3481) 、彩晶 (6116) 在輪動格局下，早盤即逆勢大漲，中午過後更直奔漲停至收盤。 友達收在新台幣22.85元、群創21元、彩晶22.15元都是漲停板。 面板報價維持高檔，友達光電自結5月自結合併營收為321.2億元，較4月增加8.5%，較去年同期大幅增加47.8%。群創光電5月自結合併營收314億元，較4月增加3.4%，較去年同期增加42.3%。 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 友達統計，5月面板總出貨面積達213.8萬平方公尺，較4月增加3.5%。群創光電統計，今年5月大尺寸面板合併出貨量共計1242萬片，較4月增加4%；中小尺寸面板5月合併出貨量共計2740萬片，較4月減少2%。 研調機構集邦科技指出，受惠於疫情衍生的宅經濟效應，帶動資訊電子產品需求在2021年持續增溫，顯示器驅動IC需求量也因此同步上升。儘管今年仍有晶圓代工新產能開出，對大尺寸面板所需軀動IC供應逐步改善，但仍無法緩解其供貨吃緊的問題，不排除該情況將延續至年底。 群智諮詢指出，32吋電視面板需求逐漸下滑，6月報價持平，50吋電視面板6月市況降溫，每片仍漲2美元。55吋電視面板6月需求稍減，上漲3美元。超過55吋的大尺寸電視面板方面，品牌備貨需求持續增加，6月每片均價約漲5美元 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Although Taiwan stocks fell below 100 points shortly after the opening today, the index gradually moved upstream and closed in the red. Panel stocks AUO (2409), Innolux (3481) and Caijing (6116) bucked the trend in early trading under the rotation pattern, and went straight to the daily limit to the close after noon. AUO received 22.85 NT dollars, Innolux 21 yuan, and Caijing 22.15 yuan are all daily limits. Panel quotations remain high-end. AUO’s self-integration revenue in May was 32.12 billion yuan, an increase of 8.5% from April and a significant increase of 47.8% from the same period last year. Innolux's self-integration revenue in May was 31.4 billion yuan, an increase of 3.4% from April and an increase of 42.3% from the same period last year. According to AUO's statistics, the total panel area shipped in May reached 2.138 million square meters, an increase of 3.5% from April. According to Innolux's statistics, the combined shipments of large-size panels in May this year totaled 12.42 million, an increase of 4% from April; the combined shipments of small and medium-sized panels totaled 27.4 million in May, a decrease of 2% from April. Research and research organization TrendForce pointed out that benefiting from the hous
2021-06-1711 min
STB-Finance理財大富翁(中文)1210 大成 Taiwan invest stock 農產品加工 長期投資純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 隨著疫情升溫，不少餐廳客人大量流失，就算有外帶也無法彌補大量的衰退，對食品業也帶來衝擊，但是，居家自煮需求大增，冷凍食品網購訂單應接不暇，大成(1210)、卜蜂(1215)及福壽(1219)旗下工廠都需要加班趕工來應對，對Q2業績有加分的效果。 大成嘉義馬稠後食品加工廠6月陸續試產，7月將再繼續擴大生產規模，預期9月就可以全面投產，目前雞塊、花椰米、雞精、豬肉、水餃、貢丸等等幾乎全品項都要趕工生產。另外，在銷售方面、超市及網購通路大幅增加，目前工廠趕工來滿足超市及網購通路的需求，但餐廳通路則呈現大幅的衰退。 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 卜蜂則說，疫情之下無論是夜市還是餐廳都大受衝擊，生鮮業務影響很大，還好加工食品需求度很強，幾乎都是滿載生產，除了網購訂單多之外，通路的出貨量也是平常的2~3倍。卜蜂原先預期，農曆年過完使用到天價的黃小玉將侵蝕獲利，Q2業績恐將受到影響，不過，疫情下使得加工食品出貨量暴增，由於加工食品利潤較高，Q2業績表現應該會較之前預估來的好。 福壽目前電商規模相對來說還算小，不過近年加強B2C，品項也在增加當中，對業績貢獻也漸漸升溫，近期居家自煮需求旺，也是加班趕工供給市場所需。疫情衝擊下，福壽的飼料、寵物食品銷售度反而大增，另外，以外帶為主的起家雞生意也很好，對Q2業績來說不無小補。 另外，台灣的常溫咖啡市場進入戰國時代，上半年度罐裝咖啡市場相繼推出相關產品，味全(1201)旗下的咖啡貝納頌看準上班族對於極品大高品質咖啡風味的需求，並因應疫情所需，上架至各電商平台，搶攻居家辦公的咖啡商機。 Powered by Firstory Hosting
2021-06-1603 min
STB-Finance理財大富翁Acer Swift 5 2353 Taiwan notebook invest (中文)純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Powered by Firstory Hosting
2021-06-1504 min
STB-Finance理財大富翁Apple watch eng, 2330 TSM Taiwan invest 2448晶元電純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Epistar Corp. is the largest manufacturer of light-emitting diodes (LEDs) in Taiwan.The company was established in 1996, and its headquarters are in Hsinchu, In 2009 it had an annual turnover of NT$10 billion. Epistar specialises in high-brightness LED products, which are used in general lighting, traffic signals, and various consumer products such as mobile phones and laptop computers.The company supplies the LED backlighting for Samsung liquid crystal displays. It is the world's largest manufacturer of red and yellow LEDs, and holds over 3000 patents. It has a history of patent disputes with competitor Philips Lumileds, now Lumileds, over the use of AlInGaP LED technology. However, in September, 2009, Philips...
2021-06-1410 min
STB-Finance理財大富翁Asus smartphone 2357 TW stock invest 華碩股票投資 中文發音 純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 ASUSTek Computer Inc. (/ˈeɪsuːs/;Chinese: 華碩電腦股份有限公司; pinyin: Huáshuò Diànnǎo Gǔfèn Yǒuxiàn Gōngsī; stylised as ASUSTeK or ASUS) is a Taiwanese multinational computer and phone hardware and electronics company headquartered in Beitou District, Taipei, Taiwan. Its products include desktop computers, laptops, netbooks, mobile phones, networking equipment, monitors, wi-fi routers, projectors, motherboards, graphics cards, optical storage, multimedia products, peripherals, wearables, servers, workstations, and tablet PCs. The company is also an original equipment manufacturer (OEM). Asus is the world's 5th-largest PC vendor by unit sales as of January 2021. Asus appears in BusinessWeek's "InfoTech 100" and "Asia's Top 10 IT Companies" rankings, and it ranked first in the IT Hardware category of t...
2021-06-1408 min
STB-Finance理財大富翁(Eng) Tesla Auto Invest US Stock純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 Powered by Firstory Hosting
2021-06-1432 min
STB-Finance理財大富翁Adata SSD 3260 Taiwan stock Invest純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 ADATA Technology Co., Ltd. (Chinese: 威剛科技股份有限公司) is a publicly listed (3260:TAI) fabless Taiwanese memory and storage manufacturer, founded in May 2001 by Simon Chen (陳立白). Its main product line consists of DRAM modules, USB Flash drives, hard disk drives, solid state drives, memory cards and mobile accessories. ADATA is also expanding into new areas, including robotics and electric powertrain systems. In addition to its main ADATA brand, the company also sells PC gaming hardware and accessories under its XPG ("Xtreme Performance Gear") brand. In 2017 ADATA was the second-largest DRAM module manufacturer in the worldand had a market capitalization of US$680 million. In recent years ADATA has extended its business to Europe and the Americas, while competing strongly with Samsung in Asia. Telegram,理財STB ...
2021-06-1404 min
STB-Finance理財大富翁Apple pencil - procreat cheap pencil (中文發音)3413 Taiwan stock京鼎純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 京鼎精密科技股份有限公司前身為晶鼎能源科技股份有限公司，是鴻海集團旗下子公司，總公司設立於新竹科學園區竹南基地，在美國及中國大陸皆設有據點。迄2020年，公司主要經營業務包括半導體前段製程設備關鍵模組及零部件製造服務、半導體/工業自動化設備之研發、製造及銷售並提供整合性解決方案、影像診斷設備製造及設計服務 公司產品主要應用在半導體及液晶平面顯示器產業中所使用的設備模組及元件。 半導體設備方面，公司與國際設備大廠(例如AMAT及TEL)策略聯盟，以合約製造方式提供國際設備大廠半導體設備用的關鍵零組件及系統，以減少資本支出造成的產能空閒問題，使產品市場多元化，並可使公司在精密系統整合上的技能強化。 2018年，公司積極發展微汙染防治設備及污水監控設備等新業務，微汙染防治設備主要是與晶圓代工廠共同開發。 2020年，公司決議擴建竹南二廠，於2021年底完工，完工後預估3年內備品產能較目前達倍增。大陸方面，南京浦口建廠規畫持續進行，主要鎖定在非製程設備，其中包含微汙染防治系統。 2019年，產品營收比重為半導體設備及系統組裝佔53%，零組件佔45% Jingding Precision Technology Co., Ltd., formerly known as Jingding Energy Technology Co., Ltd., is a subsidiary of Hon Hai Group. The head office is established at the Zhunan Base of the Hsinchu Science Park and has offices in the United States and mainland China. As of 2020, the company's main business operations include manufacturing services for key modules and components of semiconductor front-end process equipment, semiconductor/industrial automation equipment R&D, manufacturing and sales, and providing integrated solutions, imaging diagnostic equipment manufacturing and design services The company's products are mainly used in equipment modules and components used in the semiconductor and liquid crystal flat panel display industries. In terms of semiconductor equipment, the company has strategic alliances with major international equipment manufacturers (such as AMAT and TEL) to provide key components and systems for semiconductor equipment of major international equipment manufacturers in the form of contract manufacturing to reduce the problem of idle capacity caused by capital expenditures and make products The market is diversified and the company's skills in the integration of sophisticated systems can be strengthened. In 2018, the company actively developed new businesses such as micro-pollution prevention equipment and sewage monitoring equipment. Micro-pollution preventio
2021-06-1408 min
STB-Finance理財大富翁Apple TV upgrade Google TV - 2379 Taiwan stock瑞昱純網路銀行一切服務都透過網路完成，可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本，進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 Telegram,理財STB https://t.me/stbstock11 瑞昱半導體股份有限公司（英語：Realtek Semiconductor Corp.）創辦於1987年10月21日，是一臺灣無廠半導體公司，2016年為全球十大無晶圓IC供應廠之一，亦是台灣第三大IC設計公司。瑞昱以新台幣200萬起家，最初是生產電腦周邊用品，後來開始研發網路晶片，並於1991年推出臺灣首顆自行研發的乙太網路卡控制器RTL8002。1995年9月成為台灣第一家取得ISO 9001認證之IC設計公司，1998年在臺證所掛牌上市。2006年9月取得ISO 14001認證。2017年，瑞昱的營業額已達新台幣416億元。 由於瑞昱的商標是一個寫著「RMC」字樣的螃蟹圖案，早期網路晶片與音效晶片都是獨立的PCI介面卡時，產品CP值相當高，被電腦愛好者暱稱為「螃蟹卡」。 迄今，半數以上的Windows桌機和筆電均內建其音效卡 Realtek Semiconductor Corp. (English: Realtek Semiconductor Corp.) was founded on October 21, 1987. It is a Taiwanese fabless semiconductor company. In 2016, it was one of the world's top ten fabless IC suppliers and the No. Three major IC design companies. Realtek started with NT$2 million. It initially produced computer peripherals and then began to develop network chips. In 1991, it launched Taiwan’s first self-developed Ethernet card controller RTL8002. In September 1995, it became the number one in Taiwan. An IC design company with ISO 9001 certification, listed on the Taiwan Stock Exchange in 1998. Obtained ISO 14001 certification in September 2006. In 2017, Realtek's turnover reached NT$41.6 billion. Since Realtek's trademark is a crab pattern with the words "RMC" written on it, when the early network chips and audio chips were independent PCI interface cards, the CP value of the product was quite high, and it was nicknamed "Crab Card" by computer enthusiasts. So far, more than half of Windows desktops and laptops have built-in sound cards Powered by Firstory Hosting
2021-06-1404 min
STB-Finance理財大富翁Harmony Of The Seas (Englush sound) 郵輪- 和諧號- 海洋商機 Harmony of the Seas is an Oasis-class cruise ship built by STX France at the Chantiers de l'Atlantique shipyard in Saint-Nazaire, France,[citation needed] for Royal Caribbean International. With a gross tonnage of 226,963 GT, she is the second largest passenger ship in the world, larger than her older sisters Oasis of the Seas and Allure of the Seas, but surpassed by her newer sister Symphony of the Seas. In length, however, Harmony of the Seas is the longest cruise ship in the world. ***History The success of the first two Oasis-class ships led Royal Caribbean Cr...
2021-06-1449 min
STB-Finance理財大富翁2021 Save oil ,全球財經- 綠色產業-節能 renew engine為什麼要購買生態之旅？ 與其說是"為什麼要買生態車"，不如說"為什麼不買生態車" 。EcoRide 開發商設計了一款產品，可以顯著改變您每年在汽車中加油所花的錢。然後，同樣的產品可以減少您的排放，並改變您對環境的影響。化石燃料不會永遠存在，所以如果你能盡自己的一部分來減少你使用多少化石燃料，你為什麼不呢？ 生態里德也是特別實惠的。因此，這是一個低成本的投資，每次你把燃料在你的車輛提供15%的"回報"。您不必以不同的方式駕駛或採取任何「削減成本」 措施，只需將 EcoRide 插入 OBD2 連接埠並立即獲得結果 Powered by Firstory Hosting
2021-06-1104 min
STB-Finance理財大富翁2458 義隆Q2營收站穩50億元，Q3續漲價反映成本 @jqa3557y- Taiwna Stock- Adjust the selling price 國泰投信推出「全球唯一」100％聚焦電動車上、中、下游供應鏈的ETF－國泰全球智能電動車ETF（00893）下周二（15日）開始募集，可透過全台各大銷售機構（證券商）以Email、傳真、郵寄等「免臨櫃」方式申購，避免面對面接觸，防疫優先、與投資並重。 傳統汽車相關產業2020年產值達4兆美元，相當於2020年全球半導體產值4千多億美元的9倍、智慧手機產值近5千億美元的8倍，再加上自駕系統、車聯網等新軟體技術，法人認為，勢必再推升智能電動車整體產值，估2025年前全球電動車年均複合成長率（CAGR）將高達82％。 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 國泰全球智能電動車ETF基金經理人游凱卉表示，這檔ETF囊括上游鋰原料到下游品牌廠，包括全球最大鋰原料生產商-雅寶、目前全球最大市值車廠特斯拉、中國的比亞迪、電動車三劍客蔚來、小鵬、理想、台灣下一座護國神山-充電樁先驅台達電、全球電動車電池龍頭樂金化學、車用晶片大廠意法半導體、恩智浦、輝達、車載AI人工智慧系統商鏡泰等。 防疫優先，國泰投信已暫停受理現場臨櫃服務，僅開放線上申購，該檔ETF將於6月15～18日募集，投資人可透過全台各大銷售機構（證券商）以Email、傳真、郵寄等「免臨櫃」方式申購。 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 Powered by Firstory Hosting
2021-06-1104 min
STB-Finance理財大富翁STB- K棒教學- Taiwan Stock Technical Analysis Teaching 下跌一波或多頭拉回，出現低檔星線，隔天再出現一根長紅，左右兩側出現大約對稱的漲跌。低檔出現的十字線稱為「晨星」，意謂著盤勢將反轉走多。 下跌一波或多頭拉回，遇星線不破前低，隔天再出現一根長紅，且吃掉前中長黑K，意謂著盤勢即將強力反彈。 Powered by Firstory Hosting
2021-06-0903 min
STB-Finance理財大富翁矽統攻觸控IC 今年拚轉盈@jqa3557y-Taiwan Touch chip為拓展營運規模，IC設計廠矽統（2363）雙管齊下，其中觸控市場，開發出觸控筆及大型展示觸控螢幕等相關解決方案，持續擴大工控及教育市場，非觸控市場部分則以微機電（MEMS）麥克風切入智慧音箱及智慧會議系統。法人預期，2021年半導體元件全面漲價效應下，將有望使矽統本業力拚轉盈。 矽統近年來持續衝刺觸控IC市場，在近期新冠肺炎疫情持續帶動的遠端辦公／教育、宅經濟商機效應下，觸控IC動能正逐步成長。法人指出，矽統近期接單動能持續成長，推動大尺寸觸控IC及筆電觸控IC出貨量明顯繳出優於2020年的成績單。 不僅如此，觸控IC需求風潮也成功吹進工控市場，法人表示，矽統觸控IC不僅持續獲得醫療相關器材訂單，成功晉升為防疫供應鏈一環之外，另外更搭上智慧工廠商機，打入工控觸控IC市場。 除此之外，矽統在非觸控IC領域亦有所斬獲，矽統在MEMS麥克風領域同步具備數位式及類比式等相關產品線，矽統在最新公布的致股東報告書當中指出，MEMS麥克風未來將推廣到智慧音箱及智慧會議系統。法人圈預期，最快有機會在2021年底前開花結果。 矽統公告2021年前四月合併營收達6,741萬元，相較2020年同期成長22.2％。法人看好，矽統在晶圓代工產能有聯電奧援情況下，加上近期半導體元件價格全面掀起漲勢效應下，矽統全年營運將可望明顯優於2020年，且本業有機會力拼全面轉盈 股票發發發，「台股大行情」開始用LINE@了！ 我們將會提供許多好康資訊給大家，請透過下方連結將我們加入好友。 一. https://line.me/R/ti/p/%40gcy7397x Line搜尋 @jqa3557y 二. Telegram,理財STB https://t.me/stbstock11 三. YT 理財教學頻道 https://www.youtube.com/watch?v=t-K-9Um96MQ 本網站所提供之文章或影音僅供參考，不能保 證獲利或減少損失，亦無鼓吹以及建議任何具體投資行動或決定。任何投資均 有其風險，投資人應為自己的決策負責，本網站不負訂閱者或內容瀏覽者投資 盈虧任何之責任。我們提供的資訊將力求正確性與即時性，但一切財務數字應 以證交所以及企業本身所提供為主 Powered by Firstory Hosting
2021-06-0903 min
STB-Finance理財大富翁全球天然氣產業解析@jqa3557y- Global gas manufacturers Taiwan stock 挪威石油局（Norwegian Petroleum Directorate, NPD）公布的數據顯示，2021年4月，包括原油、氣液油（NGL），以及凝析油（condensate）的挪威石油日均產量為200.8萬桶，較前月減少8.6萬桶；其中原油日產量172.5萬桶，氣液油日產量27萬桶，凝析油日產量1.3萬桶。挪威石油局表示，4月原油產量較該局原先的預估高出3.2%， 今年1-4月的原油產量也較該局原先的預期高出0.7%。挪威是西歐最大的油氣出口國。國際能源署（International Energy Agency, IEA）最新報告表示，如果要達到2050年全球淨零碳排的目標（各個碳排放活動需藉由其他移除大氣中等量溫室氣體的計畫，達到碳排放平衡），從現在起就不需要再投資開發新的石油、天然氣以及煤炭等化石能源供應項目。 https://line.me/ti/p/Kv8zQv5ACo 挪威國油（Equinor）對此表示，該報告對未來全球化石燃料需求將大幅下滑的前景提供重要指引，將是該公司發展的重要參考 STB專屬群組 @jqa3557y Powered by Firstory Hosting
2021-06-0903 min
STB-Finance理財大富翁天然氣產業-Line-@jqa3557y- Natural gas industry天然氣產業-Line-@jqa3557y 原物料行情 Powered by Firstory Hosting
2021-06-0900 min