美股詳情

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熱門中概股

3,774.04

-102.8696-2.65%

漲家數：25

跌家數：22

平家數：1

市盈率：- -

高：3,876.88

開：3,876.88

低：3,752.32

收：3,876.91

成交量：2.26億

成交額：108.89億

市值：3.10萬億

流通市值：2.66萬億

資料載入中...

總覽新聞資訊

B站首屆AI創造公開賽收官，冠軍《貓娘計劃》獨享百萬獎金

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個護品牌不只要賣爆，關鍵是怎麼賣得久

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8800 億元","url":"https://stock-news.laohu8.com/highlight/detail?id=2665639393","media":"链捕手","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665639393?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:21","pubTimestamp":1788744080,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，台积电、美光等企业加码资本支出扩产，带动半导体厂务工程五强汉唐、亚翔、帆宣、洋基、圣晖合计在手订单已逾 8800 亿元，创新高。台积电日前在半导体展表示，建置中晶圆厂高达 20 座，整体产能建置规模较过去倍数增加，但仍无法满足客户需求。美国关税政策带动美国制造建厂需求。亚翔在手订单金额 4400.73 亿元为最多，董事长姚祖骧指出近四年来在新加坡承接统包案累计金额上看 6000 亿元，后续可望再接新案。汉唐在手订单金额约 1939.37 亿元续创新高，受惠于台积电、美光等大客户持续建厂。帆宣在手订单金额 1351 亿元新高，董事长高新明透露订单能见度至少到 2028 年，客户端在 2029 年、2030 年相关专案已进入规划，帆宣已部署材料、人力及在地施工团队支援客户在台湾、美国亚利桑那、日本及德国同步扩产需求，并投入 CoPoS 等技术发展。圣晖在手订单金额超过 600 亿元，台湾占比 68%，半导体订单占比 63%，上半年税后纯益 29.44 亿元，每股纯益 23.73 元，创同期新高。洋基上半年税后纯益 23.17 亿元，每股纯益 17.46 元，在手订单金额约 517.7 亿元，订单能见度达 2027 年底。 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