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            <description><![CDATA[【記者呂承哲／台北報導】隨著AI需求持續爆發，晶片產能持續供不應求，對於供需何時平衡，全球晶圓代工龍頭台積電（2330）魏哲家在法說會坦言，關鍵在建廠時程，一座新晶圓廠從興建到投產需時2至3年，後續產能爬坡還需時間。中信投顧分析師張敦翔接受《壹蘋新聞網》採訪指出，目前產能仍明顯不足，短期內難以完全滿足市場需求。]]></description>
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            <description><![CDATA[【記者呂承哲／台北報導】全球晶圓代工龍頭台積電（2330）16日召開法說會，第一季財報再度驚艷市場，毛利率與營益率雙雙創下歷史新高，第二季財測亦優於預期、持續挑戰新高。在客戶龐大需求推動下，台積電更啟動史無前例的3奈米全球擴產與產能調度，並首度透露輝達下一代LPU已進入開發階段。董事長魏哲家強調「不會放過任何一筆生意」，展現搶攻AI商機的企圖心。《壹蘋新聞網》整理法說會六大重點，一探護國神山如何再創營運高峰。]]></description>
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            <description><![CDATA[【記者呂承哲／台北報導】全球晶圓代工龍頭台積電（2330）法說會再度驚艷市場，面對資本支出與AI趨勢，中信投顧分析師張敦翔接受《壹蘋新聞網》採訪指出，本次法說會重點之一在於資本支出將朝區間高標靠攏，整體符合市場預期，但缺乏明顯驚喜。]]></description>
            <pubDate>Fri, 17 Apr 2026 04:00:00 +0800</pubDate>
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            <title><![CDATA[台積電法說會後解析｜CoWoS外溢效應擴大？先進封裝進度曝光　輝達仍是關鍵]]></title>
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            <description><![CDATA[【記者呂承哲／台北報導】隨著AI需求帶動先進封裝產能持續吃緊，全球晶圓代工龍頭台積電（2330）在最新法說會透露，將持續與OSAT（封測代工）廠合作，滿足客戶龐大需求，市場關注外溢效應是否擴大。中信投顧分析師張敦翔接受《壹蘋新聞網》採訪指出，整體趨勢並未改變，台積電已確認部分先進封裝將採委外模式，但目前仍難判斷下放的技術範圍與比重。]]></description>
            <pubDate>Fri, 17 Apr 2026 04:00:00 +0800</pubDate>
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            <title><![CDATA[聯發科短線暴漲近3成！專家揭關鍵　ASIC撐盤動能強、有望挑戰2字頭]]></title>
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            <description><![CDATA[【記者呂承哲／台北報導】台灣IC設計龍頭聯發科（2454）將於4月30日召開2026年第一季財報暨營運線上說明會，由執行長蔡力行及財務長顧大為主持。隨著聯發科3月營收達632.19億元、創歷史新高，月增62.29%、年增12.9%，帶動第一季營收達1491.51億元、接近財測高標，股價亦自近期低點大幅反彈近3成，市場高度關注後市發展。]]></description>
            <pubDate>Fri, 17 Apr 2026 04:00:00 +0800</pubDate>
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            <title><![CDATA[台股創高有撐！不只護國神山在撐　法人：3大動能發酵布局長線]]></title>
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            <description><![CDATA[【記者呂承哲／台北報導】在美伊戰事引發全球市場震盪之際，台股仍展現強勁韌性，不僅抗跌，更領先亞洲主要市場創下歷史新高。「鉅亨買基金」指出，台股長期強勢並非仰賴單一企業，而是整體產業競爭力與經濟實力持續提升所致，建議投資人透過台股基金進行長線布局，把握基本面帶動的成長機會。]]></description>
            <pubDate>Fri, 17 Apr 2026 00:40:00 +0800</pubDate>
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            <title><![CDATA[錦明轉型攻無人機系統整合　首季啟動國防交付、布局全球市場]]></title>
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            <description><![CDATA[【記者呂承哲／台北報導】錦明（3230）16日說明轉型成果與未來布局。憑藉37年五金沖壓製造基礎，公司已跨入無人機（UAV）與載具系統整合市場，並於2026年首季開始國防訂單交付，顯示轉型策略逐步落地。營運模式也由傳統製造，升級為具系統整合能力（SI）的解決方案供應商，並同步拓展國際市場。]]></description>
            <pubDate>Fri, 17 Apr 2026 00:35:00 +0800</pubDate>
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            <title><![CDATA[和椿攜普渡推3款AI機器人　一站式解決方案搶攻智動化商機]]></title>
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            <description><![CDATA[【記者呂承哲／台北報導】深耕自動化與智慧製造逾40年的和椿科技，16日攜手服務機器人品牌普渡機器人（Pudu Robotics）舉辦2026新品發表會，推出三款全新AI智慧機器人，涵蓋清潔、安防巡檢與工業物料搬運等應用場域，強化企業在多元環境下的自動化能力。]]></description>
            <pubDate>Fri, 17 Apr 2026 00:30:00 +0800</pubDate>
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            <title><![CDATA[華城電能640kW極速充電樁亮相！今年拚增8站　同步啟動加盟計畫]]></title>
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            <description><![CDATA[【記者呂承哲／台北報導】重電大廠華城電機（1519）旗下充電品牌華城電能EVALUE參展2026年台北國際汽機車零配件展（AMPA），於南港展覽館一館亮相。隨電動車市場快速成長，華城電能展出從居家充電到公用快充的完整解決方案，並同步啟動加盟與經銷招募計畫，搶攻補能市場商機。]]></description>
            <pubDate>Fri, 17 Apr 2026 00:19:00 +0800</pubDate>
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        <item>
            <title><![CDATA[台積電法說會｜先進封裝旺！魏哲家：不會放過任何一筆生意　曝與輝達開發下一代LPU]]></title>
            <link>https://news.nextapple.com/finance/20260416/045159EEDC67A1FF7A693C184D316A52</link>
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            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[【記者呂承哲／台北報導】全球晶圓代工龍頭台積電（2330）今（16）日召開法說會，面對市場上對於3奈米製程的需求，法人聚焦未來幾年資本支出（CAPEX）與營收成長關係、供需結構與AI動能。董事長魏哲家強調，過去幾年營收成長持續高於資本支出，未來幾年趨勢不變，資本密集度不會大幅飆升，整體投資仍以客戶需求為核心。]]></description>
            <pubDate>Thu, 16 Apr 2026 17:46:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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        <item>
            <title><![CDATA[台積電法說會｜馬斯克TeraFab殺進市場！魏哲家：晶圓代工沒有捷徑、引用黃仁勳這句話]]></title>
            <link>https://news.nextapple.com/finance/20260416/5BFE30545AE46FDC2A555E0F518E1CFC</link>
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            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[【記者呂承哲／台北報導】全球晶圓代工龍頭台積電（2330）今（16）日召開法說會，面對市場上對於3奈米製程的需求，董事長魏哲家回應，目前最主要的動能仍來自高效能運算（HPC）與人工智慧（AI）應用。他表示，現階段需求結構並未改變，AI與HPC仍是推動先進製程長期需求的關鍵來源，也持續支撐公司擴產決策。]]></description>
            <pubDate>Thu, 16 Apr 2026 15:16:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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        <item>
            <title><![CDATA[台積電法說會｜ 魏哲家：2奈米量產順利、3奈米擴產加速　今年營收拚增逾30%]]></title>
            <link>https://news.nextapple.com/finance/20260416/6D3FD35055E6CD69BD0E0B38D65D76C2</link>
            <guid isPermaLink="false">https://news.nextapple.com/finance/20260416/6D3FD35055E6CD69BD0E0B38D65D76C2</guid>
            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[【記者呂承哲／台北報導】全球晶圓代工龍頭台積電（2330）今（16）日召開法說會，董事長魏哲家指出，2026年第一季營收以美元計已超越財測高標，主要受惠於領先製程需求強勁。展望第二季與全年，儘管面臨零組件價格上漲與中東局勢帶來的不確定性，公司仍將維持審慎態度，並持續強化基本面與競爭優勢，對於今年以美元計價的營收成長超過30%有信心。]]></description>
            <pubDate>Thu, 16 Apr 2026 14:54:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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        <item>
            <title><![CDATA[台積電法說會｜Q2營收上看402億美元　全年資本支出不變、中東戰事不影響營運]]></title>
            <link>https://news.nextapple.com/finance/20260416/F440060AD06C008270646C29586C17FE</link>
            <guid isPermaLink="false">https://news.nextapple.com/finance/20260416/F440060AD06C008270646C29586C17FE</guid>
            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[【記者呂承哲／台北報導】全球晶圓代工龍頭台積電（2330）今（16）日召開法說會，財務長黃仁昭表示，受惠3奈米等先進製程需求強勁，首季營收與獲利優於預期，展望第二季，台積電預估營收將介於390億至402億美元，季增約10%、年增32%，毛利率預估65.5%至67.5%，營益率56.5%至58.5%。]]></description>
            <pubDate>Thu, 16 Apr 2026 14:23:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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        <item>
            <title><![CDATA[台積電財報｜Q1每股大賺22.08元創新高　毛利率暴衝至66.2%勝預期]]></title>
            <link>https://news.nextapple.com/finance/20260416/5CB81EEE66C7EBD7BB56FC3BD46B48BF</link>
            <guid isPermaLink="false">https://news.nextapple.com/finance/20260416/5CB81EEE66C7EBD7BB56FC3BD46B48BF</guid>
            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[【記者呂承哲／台北報導】全球晶圓代工龍頭台積電（2330）今（16）日召開法說會與公告2026年第一季財報，合併營收約新台幣1兆1,341億元，季增8.4%、年增35.1%；毛利率為66.2%，營業利益率為58.1%；稅後純益約新台幣5,724億8千萬元，季增13.2%、年增58.3%，稅後純益率則為50.5%，每股盈餘（EPS）為新台幣22.08元，本季雙率、EPS皆創新高。]]></description>
            <pubDate>Thu, 16 Apr 2026 13:48:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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        <item>
            <title><![CDATA[台積電今法說會登場！股價平盤震盪　台股收漲逾400點]]></title>
            <link>https://news.nextapple.com/finance/20260416/7C1F817BC87CE9DC75289DA5C177E52A</link>
            <guid isPermaLink="false">https://news.nextapple.com/finance/20260416/7C1F817BC87CE9DC75289DA5C177E52A</guid>
            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[【記者呂承哲／台北報導】美股週三（15日）延續多日來強勢，標普500指數首度突破7000點關卡，納斯達克指數也創下歷史新高，幾乎一掃中東戰事以來所有跌勢，不過，費城半導體指數再創高後略顯疲弱，主要是半導體設備商包括ASML等下跌，終場收漲0.16%，輝達上漲1.23%，台積電ADR下跌1.26%。台股週四（16）開盤上漲220點，台積電股價平盤震盪、報在2080元。]]></description>
            <pubDate>Thu, 16 Apr 2026 13:35:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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        <item>
            <title><![CDATA[「高含積」不一定最會漲！勝負關鍵曝光　市值型ETF後市可期]]></title>
            <link>https://news.nextapple.com/finance/20260416/4787A56D1A9E34626FAB31B76F727631</link>
            <guid isPermaLink="false">https://news.nextapple.com/finance/20260416/4787A56D1A9E34626FAB31B76F727631</guid>
            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[【記者呂承哲／台北報導】台積電（2330）今（16）日將召開第一季法說會，市場高度關注。在法說前夕，台積電股價持續強勢，昨（15）日終場大漲25元至2,080元，刷新歷史新高，帶動市值型ETF同步受惠。不過，觀察近一個月績效，台積電持股比重高低，並非決定報酬的唯一關鍵，選股邏輯與產業配置差異，才是績效分化主因。]]></description>
            <pubDate>Thu, 16 Apr 2026 12:02:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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        <item>
            <title><![CDATA[美股反彈首選誰？科技七巨頭V轉最猛　3個月反彈平均達35%]]></title>
            <link>https://news.nextapple.com/finance/20260416/3CE475CD5BE219B11F5DF665C1FFF463</link>
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            <dc:creator><![CDATA[呂承哲]]></dc:creator>
            <description><![CDATA[【記者呂承哲／台北報導】市場震盪後如何布局美股，關鍵在於「反彈力」。根據彭博統計，2020年至2025年間，美股歷經3次跌幅逾10%的波段修正，觸底後3個月內，彭博科技七巨頭指數平均反彈達35%，明顯優於標普500的18.6%與那斯達克100的23.26%，展現更強的V轉能力。]]></description>
            <pubDate>Thu, 16 Apr 2026 11:04:00 +0800</pubDate>
            <category><![CDATA[財經股市]]></category>

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