{"schema":"hottub-news/list/v1","item_schema":"hottub-news/item/v1","count":6,"sponsored":0,"items":[{"id":"n_lmztpovqervo2xnur5ta","seq":1327153,"kind":"article","title":"ABF載板猛衝！南電8月獲利亮牌「年增664%」 外資最新目標價曝","title_en":"ABF loaded board rushes! Southern Power August profit shines 'year increase 664%' Foreign latest target price revealed","url":"https://tw.news.yahoo.com/abf%E8%BC%89%E6%9D%BF%E7%8C%9B%E8%A1%9D-%E5%8D%97%E9%9B%BB8%E6%9C%88%E7%8D%B2%E5%88%A9%E4%BA%AE%E7%89%8C-%E5%B9%B4%E5%A2%9E664-%E5%A4%96%E8%B3%87%E6%9C%80%E6%96%B0%E7%9B%AE%E6%A8%99%E5%83%B9%E6%9B%9D-110500967.html","summary":"IC載板大廠南電（8046）公告8月自結財務，受惠高階載板需求強勁，單月歸屬母公司淨利達10.92億元，年增逾66倍，單月EPS達1.69元，表現極為亮眼。南電股價近期交易熱絡，今日盤中更創下1480元歷史新高，終場收在1460元。美銀最新報告也看好其後市，將目標價上調至2000元，吸引市場高度關注。","published":"2026-10-02T11:05:00Z","seen":"2026-10-02T11:17:00Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q117059","name":"Associated British Foods","type":"org"},{"id":"Q116866621","name":"Southern Power","type":"org"}],"story":"st_ok5lx426slwv2fls74sq","category":"economy-business","category_p":0.97,"sentiment":"positive","tone":0.64,"political":0.01},{"id":"n_tbjrp55wu5kvruez6yha","seq":1285425,"kind":"article","title":"ABF、CCL行情還沒走完？009828直接買整條供應鏈 續創掛牌新高","title_en":"ABF, CCL market not over? Buy the entire supply chain of 009828 directly, continue to create a new high since listing","url":"https://news.cnyes.com/news/id/6620346","summary":"在AI伺服器與高速交換器需求爆發下，高階銅箔基板(CCL)供需缺口持續擴大，產業正式步入缺貨與漲價循環。這波規格升級紅利已從CCL擴散至ABF載板、PCB製造及上游銅箔等全供應鏈。隨著第四季傳統旺季到來，整體PCB族群動能強勁，今年9月甫掛牌上市的全台首檔PCB主題ETF中信台日韓PCB(00982","published":"2026-10-02T06:11:46Z","seen":"2026-10-02T07:04:19Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["etf"],"authors":["鉅亨網記者陳于晴 台北"],"entities":[{"id":"Q117059","name":"Associated British Foods","type":"org"},{"id":"Q415167","name":"cefaclor","type":"org"},{"id":"Q123619498","name":"DUGANALLY","type":"other"}],"image":"https://cimg.cnyes.cool/static/rss/default/m/03.jpg","story":"st_tbjrp55wu5kvruez6yha","category":"economy-business","category_p":0.96,"sentiment":"positive","tone":0.55,"political":0.01},{"id":"n_periemfyrncgsmeudovq","seq":1269414,"kind":"article","title":"ABF Intercepts Third Foreign Fishing Vessel Off WA","url":"https://www.miragenews.com/abf-intercepts-third-foreign-fishing-vessel-off-1754212","published":"2026-10-02T05:15:00Z","seen":"2026-10-02T05:22:17Z","lang":"en","source":{"id":"miragenews.com","name":"miragenews.com","domain":"miragenews.com"},"via":"gdelt-gkg-english","topics":["environment","economy","politics","crime"],"entities":[{"id":"Q117059","name":"Associated British Foods","type":"org"},{"id":"Q3206","name":"Western Australia","type":"place"}],"story":"st_periemfyrncgsmeudovq","category":"crime-law","category_p":0.35,"category2":"sport","sentiment":"neutral","tone":-0.53,"political":0.09},{"id":"n_d2hfywdoes2j6gk7ktma","seq":1033495,"kind":"article","title":"焦點股》景碩：ABF載板好旺 首度攻進千元俱樂部","title_en":"Focus Stock: Jingshu: ABF's loaded board is booming, entering the thousand-yuan club for the first time","url":"https://ec.ltn.com.tw/article/breakingnews/5591569","summary":"ABF載板供不應求，供應缺口不斷擴大，IC載板廠景碩（3189）為因應客戶強勁需求，今年二度新增專案資本支出預算，擴充高階載板產能，景碩今日股價一早帶量發動攻擊，首度攻進...…","published":"2026-10-01T01:49:33Z","seen":"2026-10-01T01:55:41Z","lang":"zh","country":"TW","source":{"id":"kite-news-ltn-com-tw-159e73","name":"news.ltn.com.tw","domain":"news.ltn.com.tw"},"via":"kite-news-ltn-com-tw-159e73","entities":[{"id":"Q11109377","name":"Liu Mian","type":"org"},{"id":"Q117059","name":"Associated British Foods","type":"org"}],"story":"st_d2hfywdoes2j6gk7ktma","category":"economy-business","category_p":0.9,"sentiment":"positive","tone":0.69,"political":0.01},{"id":"n_os3d72aaavwdd4hiz2oa","seq":1033498,"kind":"article","title":"焦點股》南電：ABF載板季季漲！直到2027年Q4","title_en":"Focus stock》Southern Power: ABF plate seasonal rise! Until 2027 Q4","url":"https://ec.ltn.com.tw/article/breakingnews/5591549","summary":"IC載板廠南電（8046）先前因第4季BT載板可能凍漲，加上博通（Broadcom）自製載板相關消息衝擊，股價一度重挫，摜破季線，不過美系外資今日出具最新報告指出，AI需...…","published":"2026-10-01T01:39:30Z","seen":"2026-10-01T01:55:41Z","lang":"zh","country":"TW","source":{"id":"kite-news-ltn-com-tw-159e73","name":"news.ltn.com.tw","domain":"news.ltn.com.tw"},"via":"kite-news-ltn-com-tw-159e73","entities":[{"id":"Q116866621","name":"Southern Power","type":"org"},{"id":"Q117059","name":"Associated British Foods","type":"other"}],"story":"st_os3d72aaavwdd4hiz2oa","category":"economy-business","category_p":0.96,"sentiment":"positive","tone":0.49,"political":0.01},{"id":"n_e7oio26nb3itgtbhz22q","seq":331261,"kind":"article","title":"台股挑戰5k有望！法人點讚15檔目標價曝光「最高看萬元」 輝達Rubin、ABF載板、光通題材全中","title_en":"Taiwan stocks challenge 5k, expected! Institutional investors praise 15 target prices, the highest at 10,000, with themes like Nvidia Rubin, ABF substrates, and Optoelectronics all hitting the mark","url":"https://tw.stock.yahoo.com/news/%E5%8F%B0%E8%82%A1%E6%8C%91%E6%88%B05k%E6%9C%89%E6%9C%9B-%E6%B3%95%E4%BA%BA%E9%BB%9E%E8%AE%9A15%E6%AA%94%E7%9B%AE%E6%A8%99%E5%83%B9%E6%9B%9D%E5%85%89-%E6%9C%80%E9%AB%98%E7%9C%8B%E8%90%AC%E5%85%83-%E8%BC%9D%E9%81%94rubin-abf%E8%BC%89%E6%9D%BF-025000781.html","summary":"[FTNN新聞網]財經中心／綜合報導儘管面臨聯準會升息危機，本土法人仍看好台股在今年底衝上5萬點，並在未來上看5萬5千點，點名台股「增持」評等，其中散熱三雄...","published":"2026-09-28T02:50:00Z","seen":"2026-09-28T03:10:21Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q182477","name":"Nvidia","type":"org"},{"id":"Q587361","name":"Rick Rubin","type":"org"},{"id":"Q117059","name":"Associated British Foods","type":"org"},{"id":"Q193091","name":"optoelectronics","type":"org"}],"story":"st_e7oio26nb3itgtbhz22q","category":"economy-business","category_p":0.82,"sentiment":"neutral","tone":0.32,"political":0.05}]}