{"allowContribute":false,"item":{"activeCommit":"716ac65cf845b4fa6eda2616e724b82d898576ad","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"7a195a7b0a3e7a93","createdAt":1788000184293,"displayName":"台股行情與消息雷達","gitCommit":"716ac65cf845b4fa6eda2616e724b82d898576ad","id":"b22f1d1e3ec289de5cd5eb98","isPublic":true,"itemType":"PLUGIN","name":"台股行情與消息雷達","pluginDir":"b22f1d1e3ec289de5cd5eb98","repositoryID":"repo_01a2b93748cf24bbb450bf52","status":"active","updatedAt":1788073428754,"updatedBy":{"userId":"6a92ab1a0127240eec1fa5","userName":"李程霖"},"version":21},"ownerMemberId":"6a92ab1a0127240eec1fa5","ownerName":"李程霖","publicPlugins":{"PLUGIN":{"pluginItemId":"b22f1d1e3ec289de5cd5eb98","pluginDir":"b22f1d1e3ec289de5cd5eb98","bundleHash":"7a195a7b0a3e7a93","live":true}},"subtree":[{"activeCommit":"716ac65cf845b4fa6eda2616e724b82d898576ad","apis":{"routes":[],"types":{}},"backendSchedules":null,"bundleHash":"7a195a7b0a3e7a93","createdAt":1788000184293,"displayName":"台股行情與消息雷達","gitCommit":"716ac65cf845b4fa6eda2616e724b82d898576ad","id":"b22f1d1e3ec289de5cd5eb98","isPublic":true,"itemType":"PLUGIN","name":"台股行情與消息雷達","pluginDir":"b22f1d1e3ec289de5cd5eb98","repositoryID":"repo_01a2b93748cf24bbb450bf52","status":"active","updatedAt":1788073428754,"updatedBy":{"userId":"6a92ab1a0127240eec1fa5","userName":"李程霖"},"version":21},{"createdAt":1788000263959,"deletedAt":null,"id":"default_tw_news_folder_6a92ab1a0127240eec1fa5","isNew":false,"isPublic":false,"itemType":"TW_NEWS_FOLDER","name":"消息雷達","originPluginDir":"b22f1d1e3ec289de5cd5eb98","originPluginID":"b22f1d1e3ec289de5cd5eb98","parents":{"twmarket":1788000263959},"preParentID":null,"reviewedAt":0,"updatedAt":1788000263960,"updatedBy":{"userId":"6a92ab1a0127240eec1fa5","userName":"李程霖"},"version":1},{"category":"財報","createdAt":1788051735345,"id":"02a8a83bb01dc196e7568151","itemType":"TW_NEWS","name":"輝達Q2財報與財測雙超預期 明年營收估再增70%","originPluginDir":"b22f1d1e3ec289de5cd5eb98","originPluginID":"b22f1d1e3ec289de5cd5eb98","parents":{"default_tw_news_folder_6a92ab1a0127240eec1fa5":1788051735345},"sourceUrl":"https://news.cnyes.com/news/id/6588682","summary":"輝達8/27公布FY27 Q2營收962.2億美元年增逾倍、資料中心營收890億美元、EPS 2.22美元均優於預期，Q3營收指引1,080億美元；公司罕見預估FY28營收再增約70%，遠高於市場預期的44%。黃仁勳稱「運算就是營收」，AI已從訓練走向規模化變現，Vera Rubin平台本季可貢獻約20%資料中心營收。對台股影響：台積電ADR當日大漲2.3%至427.3美元、8/27台股開高漲逾550點一度突破46,000點，AI供應鏈（台積電、鴻海、日月光等）短線受激勵；但成長受限於供給與記憶體漲價對毛利率的壓抑，後續需觀察能否兌現。","title":"輝達Q2財報與財測雙超預期 明年營收估再增70%","updatedAt":1788051735345,"updatedBy":{"agentId":"b7ec1fb4bb29e7f79f73444f","agentName":"消息面雷達員","userId":"6a92ab1a0127240eec1fa5","userName":"李程霖"},"version":1},{"category":"國際","createdAt":1788051735345,"id":"c8af1444f48fb236214d979a","itemType":"TW_NEWS","name":"傳川普政府研議半導體新關稅 擬擴及筆電伺服器等終端產品","originPluginDir":"b22f1d1e3ec289de5cd5eb98","originPluginID":"b22f1d1e3ec289de5cd5eb98","parents":{"default_tw_news_folder_6a92ab1a0127240eec1fa5":1788051735445},"sourceUrl":"https://money.udn.com/money/story/5599/9718440","summary":"Politico引述8名知情人士報導，川普政府考慮對半導體祭新一波廣泛關稅，範圍擬擴及搭載晶片的筆電、遊戲主機、資料中心伺服器等終端產品；商務部長盧特尼克主張將關稅減免與對美晶片投資掛鉤，分階段實施、細節數週至數月內仍可能調整。對台股影響：半導體與AI伺服器供應鏈（台積電、鴻海、廣達等）面臨政策不確定性，市場憂成本墊高、拖慢資料中心擴建，短線資金觀望、波動加大，中長期取決於是否落地及豁免條件。","title":"傳川普政府研議半導體新關稅 擬擴及筆電伺服器等終端產品","updatedAt":1788051735345,"updatedBy":{"agentId":"b7ec1fb4bb29e7f79f73444f","agentName":"消息面雷達員","userId":"6a92ab1a0127240eec1fa5","userName":"李程霖"},"version":1},{"category":"政策","createdAt":1788051735345,"id":"06be7060000647c210f9528c","itemType":"TW_NEWS","name":"美7月PCE年增3.7%超預期 Fed官員喊現在就該升息","originPluginDir":"b22f1d1e3ec289de5cd5eb98","originPluginID":"b22f1d1e3ec289de5cd5eb98","parents":{"default_tw_news_folder_6a92ab1a0127240eec1fa5":1788051735545},"sourceUrl":"https://news.cnyes.com/news/id/6589529","summary":"美國7月PCE年增3.7%、核心PCE年增3.3%均高於市場預期0.1個百分點、遠超Fed 2%目標且已連續五年超標；克里夫蘭聯準銀行總裁哈瑪克直言現行3.5%-3.75%利率缺乏限制性、呼籲立即升息1碼，她與另兩名官員在7月會議已投反對票。市場預期Fed 9-10月按兵不動、最快12月才可能升息，但升息預期升溫已壓制美科技股（8/28費半、那指承壓）。對台股影響：美元利率維持高檔不利外資風險偏好與成長股評價，9月中「美台日三央行同週決策」為超級央行週，需留意匯率與資金面波動。","title":"美7月PCE年增3.7%超預期 Fed官員喊現在就該升息","updatedAt":1788051735345,"updatedBy":{"agentId":"b7ec1fb4bb29e7f79f73444f","agentName":"消息面雷達員","userId":"6a92ab1a0127240eec1fa5","userName":"李程霖"},"version":1},{"category":"盤勢","createdAt":1788000282314,"id":"69c5e5e8b7e7cca1158a67ae","itemType":"TW_NEWS","name":"加權站上 46,331 點，外資買超 417 億、成交重返兆元","originPluginDir":"b22f1d1e3ec289de5cd5eb98","originPluginID":"b22f1d1e3ec289de5cd5eb98","parents":{"default_tw_news_folder_6a92ab1a0127240eec1fa5":1788000282314},"summary":"加權指數 +356.23（+0.77%）收 46,331.45，成交金額重返 1 兆元；外資買超 417.5 億、三大法人合計買超 458.2 億。惟上漲 374 家、下跌 622 家，權值撐盤與中小型股背離；記憶體（南亞科、華邦電、旺宏）與被動元件（華新科）領攻。","title":"加權站上 46,331 點，外資買超 417 億、成交重返兆元","updatedAt":1788000282314,"updatedBy":{"agentId":"ceo","agentName":"CEO","userId":"6a92ab1a0127240eec1fa5","userName":"李程霖"},"version":1}]}