AI News 180m Report

2026-07-09 12:00–15:00 JST

832 received, 832 listed, 5 sources ・ Page 8 of 9

One place for news and notices from 2 countries/regions: Japan, 607 items from 1 source; Taiwan, 225 items from 4 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 鉅亨網 (continued)(67)

〈Stocks in Focus〉Holy Stone Enterprise hits limit-up for two consecutive days, regains NT$1,000 and sets a new record high

Published ・ Source Taiwan | 鉅亨網

MLCC maker 禾伸堂 shares rose for consecutive sessions following strong June results, climbing above 1,000 yuan again to set a record high. Growing AI demand is boosting performance as the company shifts toward high-value-added products.

Companies mentioned:国巨 (2327-TW)

A major test from Hong Kong's share unlock wave: HK$300 billion in selling pressure looms, making “who exits first” a survival race

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

Companies mentioned:浦銀國際、智譜 (02513-HK)、MiniMax、騰訊財經

〈Stocks in Focus〉Oriental Wind Power secures long-term operations and maintenance contract, surges more than halfway to limit-up

Published ・ Source Taiwan | 鉅亨網

Oriental Wind Power and 允能風電 signed a long-term CTV operations and maintenance contract for the Yunlin offshore wind farm, sending the stock sharply higher at midday by more than halfway to limit-up. The deal expands its footprint in Taiwan's offshore wind operations and maintenance sector, reflecting market optimism about growth in high-margin business.

Companies mentioned:允能風電、天豐新能源、道達爾能源集團、泰國電力控股集團、雙日株式會社

〈Yang Chin-long testifies at Legislative Yuan〉Foreign investors taking dividend income does not necessarily weaken the currency; dollar dividends could help reduce foreign exchange volatility

Published ・ Source Taiwan | 鉅亨網

Taiwan central bank Governor Yang Chin-long urged investors at the Legislative Yuan to avoid excessive leverage and said dollar dividend payments could help reduce foreign exchange volatility. His remarks are seen as an important indicator of market fund flows and foreign investor activity.

Data gaps and high costs are fatal weaknesses! Citi: Scaling up robotics is a 10-year marathon, RaaS is key, and these 2 physical AI companies are winners

Published ・ Source Taiwan | 鉅亨網

At a physical AI summit hosted by Citi, data shortages and costs were identified as the biggest barriers to robotics adoption. RaaS models and specialized robots were cited as key, with Symbotic and Locus Robotics seen as having an edge.

Companies mentioned:Instawork、Locus Robotics、Dexterity、Symbotic、BMW

Canmaker Fusheng's operations improve; first-half revenue hits a record for the same period at NT$5.188 billion, up 19%

Published ・ Source Taiwan | 鉅亨網

福貞-KY's first-half 2026 revenue reached NT$5.188 billion, up 19.3% year on year and setting a record for the same period. Strong summer beverage demand and capacity expansion drove growth in shipments of two-piece aluminum cans.

建通 expects quarterly profit to improve in the second half, with traditional and new businesses advancing in tandem

Published ・ Source Taiwan | 鉅亨網

建通 reported June revenue up 59.08% year over year but down 4.86% from the previous month. The company said it is advancing both traditional and new businesses and expects profits to improve sequentially in the second half.

Companies mentioned:建通

〈Stocks in Focus〉Leadtek's June revenue rises more than 5 times year on year; benefits of its transformation emerge as shares hit limit-up

Published ・ Source Taiwan | 鉅亨網

Leadtek's June revenue rose more than 5 times year on year, benefiting from enterprise AI demand and channel inventory buildup, and its shares hit limit-up. Its AI solutions transformation strategy is showing results, with the market upbeat about its growth momentum.

Companies mentioned:大訊科技、肯微科技、輝達

〈Real Estate〉Northern Taiwan's housing market is nearing a “blue light”; new-home supply plunged in June, and visitor numbers also fell

Published ・ Source Taiwan | 鉅亨網

Northern Taiwan's real estate market is falling rapidly, with sharp declines in new-home supply and visitor numbers and weak market confidence.

Companies mentioned:住展

Nvidia loses US$1 trillion in market value: Is it time to buy or sell?

Published ・ Source Taiwan | 鉅亨網

Nvidia lost nearly US$1 trillion in market value in two months, with its valuation falling to a seven-year low and prompting debate over when to buy or sell. Most analysts remain bullish on its AI leadership and recommend buying.

Companies mentioned:SanDisk、Micron、Bank of America

Revenue flash: 安泰銀 (2849) June revenue reaches NT$624 million, up 32.48% year on year

Published ・ Source Taiwan | 鉅亨網

安泰銀's June 2026 revenue reached NT$624 million, up 32.48% year on year, a strong performance. Revenue for the first half totaled NT$3.334 billion, up 21.13%. The growth reflects steady business expansion and is an important indicator for the financial market.

〈鉅亨買基金 outlook〉Bank of Japan rate hike is not bad news! 鉅亨買基金: Understand the three key signals to seize opportunities in Japanese funds

Published ・ Source Taiwan | 鉅亨網

The Bank of Japan raised interest rates to 1%. 鉅亨買基金 said the move symbolizes the economy's emergence from 30 lost years, and investors should watch three key signals—wages, consumption and the yen—and adjust their Japanese fund allocations flexibly.

AI and robotics enter a new phase of integration! 輝達 and Hugging Face launch open-source robotics models, combining hardware and software to lower barriers to entry

Published ・ Source Taiwan | 鉅亨網

AI chip leader 輝達 is teaming up with Hugging Face to develop open-source robotics models. Combining hardware and software ecosystems will lower development barriers and help the robotics industry scale up, bringing major benefits to small and medium-sized businesses and supply chains.

Companies mentioned:輝達、Hugging Face、優必選、特斯拉

The Iran-U.S. war is not the biggest threat to the bull market! Cramer names 2 major risks in trading: investors may run short of cash

Published ・ Source Taiwan | 鉅亨網

CNBC’s Jim Cramer warned that excessive corporate fundraising could harm liquidity in the U.S. stock market more than U.S.-Italy tensions. A rise in IPOs and capital raises could drain investors’ funds.

Companies mentioned:Alphabet、SpaceX、Amazon、Rivian Automotive、SK海力士、Nvidia

〈Stocks in Focus〉Japanese semiconductor stocks buck the trend; 00954 and 00951 surge nearly 4% intraday

Published ・ Source Taiwan | 鉅亨網

Japanese semiconductor-related ETFs remained firm despite headwinds, buoyed by growing demand for AI and advanced packaging. 00954 and 00951 gained nearly 4% intraday.

Companies mentioned:Tokyo Electron、Lasertec、Disco、中信日本半導体、台新日本半導体

〈Real Estate〉Kuanglong Investment Development launches sales of its “Kuanglong Taichung One Park” project, with total sales value of NT$500 million

Published ・ Source Taiwan | 鉅亨網

光隆實業 has launched sales of its first Taichung project, “光隆台中 One Park,” with a total sales value of NT$500 million, emphasizing its high fire-safety standards. Despite a fire in the same district, the project has not been affected. The move reinforces its positioning as a safe-housing brand.

Companies mentioned:豐謙 (5523-TW)

〈Yang Chin-long testifies at Legislative Yuan〉Concerned about excessive expansion of credit resources, says there has been no “flood of money” into the stock market

Published ・ Source Taiwan | 鉅亨網

Speaking at the Legislative Yuan, Taiwan central bank Governor Yang Chin-long expressed greater concern about excessive expansion of credit resources than surging AI-related stocks. He stressed that liquidity provision to the market has been restrained and that no actual “easing” is underway.

Chinese shipbuilders' order books stretch to 2030 as industry enters a period of predictable upward momentum

Published ・ Source Taiwan | 鉅亨網

China’s shipbuilding industry is booming amid a global resurgence, with major companies’ order books filling up through 2030. The trend signals an upward shift in the industry’s structure and expands opportunities for investment and technological innovation.

Companies mentioned:恒力重工、中国船舶、蘇美達

Original〈焦點股〉輔信6月營收年增逾2成 漲逾半根停板站回月線

Published ・ Source Taiwan | 鉅亨網

AOpen's June revenue rose more than 23% year on year, benefiting from steady shipments to Europe and progress on Asia-Pacific projects. Its shares recovered to above the monthly moving average, signaling renewed market confidence.

Companies mentioned:暄達醫學

Can Taiwan stocks still be chased after 40000? Nomura SITC examines three key AI supply chains; active ETFs offer a chance to capture sector rotation

Published ・ Source Taiwan | 鉅亨網

Nomura SITC analyzed three key bottlenecks in Taiwan's AI supply chain and advised investors to use active ETFs to capture sector-rotation opportunities, while reducing the impact of volatility through staggered investing and regular fixed-amount investments.

China packages up homes and sells them globally, unlocking a US$100 billion market

Published ・ Source Taiwan | 鉅亨網

China’s modular construction is attracting attention overseas, with exports worth 1.68 billion yuan in the first 4 months of this year. The factory-manufacturing and on-site-assembly model is seeing growing demand in more than 150 countries, as China leverages its advantages across the entire industrial chain.

Racing to build national computing power! First public-private partnership project for digital infrastructure to be awarded by year-end; 3 companies lead the AI computing center BOO project

Published ・ Source Taiwan | 鉅亨網

As part of its national strategy for the AI era, the Taiwan government received applications from 3 private companies for AI computing center BOO projects, with contracts scheduled to be signed by the end of this year. The public-private partnership aims to spur infrastructure investment.

技嘉 subsidiary Giga Computing expands GIGAPOD AI and HPC infrastructure platforms to speed up enterprise AI factory deployment

Published ・ Source Taiwan | 鉅亨網

技鋼科技, a subsidiary of 技嘉, is expanding its GIGAPOD computing infrastructure platform and offering solutions to accelerate the deployment of AI factories and HPC. The aim is to reduce the complexity and risks of deploying large-scale AI applications.

Companies mentioned:技嘉、技鋼科技

Parts shortages weigh on Catcher's June revenue; shipments of AI products are expected to drive month-by-month improvement starting in July

Published ・ Source Taiwan | 鉅亨網

Catcher Technology's June revenue fell 55.1% year on year due to parts shortages, but mass production of AI products is expected to drive a month-by-month recovery starting in July. The company is optimistic about future growth.

CTBC Bank partners with alternative asset manager EQT to exclusively introduce value-add infrastructure investment strategy

Published ・ Source Taiwan | 鉅亨網

CTBC Bank has partnered with Sweden's EQT to exclusively introduce a value-add infrastructure investment strategy targeting high-net-worth clients and supporting the policy to develop an Asian asset management center.

Companies mentioned:EQT、波士頓顧問公司 (BCG)

“Father of HBM”: Memory will shape future AI competition; future 3D architectures will be decided by cooling and power supply, while China and the US will catch up

Published ・ Source Taiwan | 鉅亨網

Kim Jeong-ho, a professor at the Korea Advanced Institute of Science and Technology, said future AI competition will focus on memory technology and the cooling and power-supply capabilities of 3D architectures, heralding the arrival of an era of memory-centric computing.

Companies mentioned:三星、SK海力士、輝達

Shining Building hits limit-up and quickly fills the ex-dividend gap, with its share price topping NT$100; company expects double-digit revenue growth this year

Published ・ Source Taiwan | 鉅亨網

Taiwanese filter maker 旭然 filled its ex-dividend gap on the same day, and its shares hit the daily limit at 101 yuan. The company aims for double-digit growth by 2026 as it moves into high-value-added fields.

Trump slams Gordon Chang: His comments on China are too pessimistic, as if the sky were falling!

Published ・ Source Taiwan | 鉅亨網

U.S. President Donald Trump criticized China expert Gordon Chang’s pessimistic remarks as “as if the sky were falling.” He also opposed calls to ban TikTok and voiced his support for the platform.

Inflation eases! China's June CPI rises 1% year on year

Published ・ Source Taiwan | 鉅亨網

China’s CPI rose 1.0% year over year in June, below market expectations. Falling food prices and stable international commodity prices were contributing factors. The easing of inflationary pressure has been confirmed, giving policymakers more room to maneuver.

JPMorgan bullish on Broadcom: Visibility into TPU v9, OpenAI XPU and Apple partnership

Published ・ Source Taiwan | 鉅亨網

Morgan Stanley rated Broadcom “Overweight,” citing progress on TPU v9 and extended collaboration with Apple and OpenAI. It emphasized the durability of demand for AI semiconductors.

Companies mentioned:Google、Apple、OpenAI、Amazon、Microsoft

Original〈台股開盤〉南亞科漲停加溫法說行情 漲逾200點攻克月線重上4萬6

Published ・ Source Taiwan | 鉅亨網

Original南亞科因法說題材漲停,帶動台股大盤漲逾200點,突破月線並重返4萬6點,顯示市場對AI與半導體後市樂觀。

Companies mentioned:台積電、南亞科、大立光、鴻海、台達電、順達、松川精密、景碩、欣興、臻鼎-KY、南電、統一證券、國票證券

US-China AI talent competition heats up! Expert says mainland China's engineering education advantage is weakening US companies' competitiveness; Apple gives its toughest jobs to Chinese engineers

Published ・ Source Taiwan | 鉅亨網

Anduril founder Palmer Luckey warned that the decline of engineering education in the United States is causing the country to fall behind China in AI and manufacturing. He said China’s hands-on education system is strengthening its ability to put technology into practice.

Companies mentioned:Anduril、Apple、輝瑞

US Central Command: More than 20 US warships are patrolling waters in the Middle East

Published ・ Source Taiwan | 鉅亨網

The U.S. Central Command has deployed more than 20 vessels in the Middle East, intensifying military pressure on Iran. President Trump has suggested further strikes, raising tensions.

Meta expands its AI footprint, selecting Alberta for its first data center in Canada

Published ・ Source Taiwan | 鉅亨網

Meta is building its first data center in Alberta, Canada, investing $9.18 billion in AI infrastructure. The facility will have 1 GW of capacity and create 3,000 jobs.

Companies mentioned:Amazon、Alphabet、Microsoft、CoreWeave

As Apple's launch event approaches, supply chain sources say mass production of foldable iPhone will not be delayed

Published ・ Source Taiwan | 鉅亨網

Mass production of Apple's first foldable iPhone is on track, with supply chain sources denying reports of a delay. The market expects initial supply to fall short of demand, potentially resulting in high resale prices, reflecting Apple's strategic emphasis on quality and buzz.

Companies mentioned:Apple、Counterpoint Research

AI leader's appeal explodes! SK海力士 ADR draws more than 7 times oversubscription; four investment strategies

Published ・ Source Taiwan | 鉅亨網

SK海力士’s ADR offering was oversubscribed by more than 7 times, drawing attention to growth in the AI memory market.

Companies mentioned:SK海力士、Baillie Gifford、Coatue Management、Situational Awareness Partners、輝達、Alphabet、Google

Nvidia is up just 3% this year; BofA says buy, as underperformance creates an entry opportunity

Published ・ Source Taiwan | 鉅亨網

Bank of America called NVIDIA’s share-price weakness an overreaction and recommended buying. It said higher HBM costs can be offset by the next generation of products’ pricing power.

Companies mentioned:NVIDIA、Alphabet、Google、Broadcom、Microsoft、Apple

Trump's latest statement: He will authorize Ukraine to manufacture Patriot air defense interceptor missiles

Published ・ Source Taiwan | 鉅亨網

U.S. President Donald Trump said he would authorize Ukraine to produce Patriot interceptor missiles. The strategic move is intended to strengthen defenses, but its immediate effect will be limited.

Companies mentioned:レイセオン・テクノロジーズ、ロッキード・マーティン

Tensions in the Strait of Hormuz surge! US military conducts airstrikes on Iran for a second consecutive day as Trump threatens to escalate operations

Published ・ Source Taiwan | 鉅亨網

The U.S. military carried out airstrikes against Iran for a second consecutive day, sharply escalating tensions over the safety of shipping through the Strait of Hormuz. President Trump suggested further military action, while Iran also vowed retaliation. Oil prices are expected to rise amid growing instability in the Middle East.

Original0709台股盤前|大盤 800 點神龍擺尾止穩,ABF 載板、矽晶圓、光通訊三強彈升

Published ・ Source Taiwan | 鉅亨網

On July 8, Taiwan stocks rebounded with support from 台積電 after a plunge of more than 800 points. ABF substrates, silicon wafers and optical communications surged, lifting market expectations for AI-related demand.

Companies mentioned:台積電、南電、景碩、同欣電、上詮、聯亞、全新、合晶、台勝科、環球晶、十銓、威剛、群聯、聖暉、洋基工程、亞翔

Nvidia unveils next-generation Rosa CPU for the first time, designed specifically for AI agent applications

Published ・ Source Taiwan | 鉅亨網

Nvidia has revealed technical details of its next-generation Rosa CPU for the first time. Designed for AI agent workloads, it boosts single-core performance and is expected to debut alongside the Feynman GPU in 2028.

Voice is the gateway to AI! OpenAI launches GPT-Live to create a real-time conversational experience like talking to a person

Published ・ Source Taiwan | 鉅亨網

OpenAI unveiled its real-time voice model GPT-Live, substantially enhancing the voice-conversation experience in ChatGPT. The strategy of making voice a primary interface for AI is becoming clear, and an API for developers will be available soon.

Korean stocks' 30% correction from their highs has not cooled enthusiasm! SK海力士 ADR reportedly draws more than 7 times oversubscription; trading officially begins July 13

Published ・ Source Taiwan | 鉅亨網

SK海力士's ADR was oversubscribed more than 7 times in the United States and is scheduled to officially list on Nasdaq on July 13. Rising demand related to AI is behind the move.

Companies mentioned:SK海力士、アリババ、マイクロン、サムスン電子、美銀、花旗グループ、高盛、モルガン・スタンレー、Baillie Gifford、Coatue Management、Situational Awareness Partners

Key US stock market news summary, July 9, 2026

Published ・ Source Taiwan | 鉅亨網

Profit-taking in AI stocks spread in the United States, prompting a correction in technology shares. Meanwhile, the possibility emerged that China may allow imports of NVIDIA's H200 chips, and Blue Origin raised $10 billion.

Companies mentioned:NVIDIA、Amazon、Alibaba、ByteDance、DeepSeek

Revenue update: June revenue roundup for major Taiwan-listed companies, July 9, 2026 (43 new companies added)

Published ・ Source Taiwan | 鉅亨網

Preliminary June 2026 sales figures for major Taiwanese companies were released, drawing attention to high-growth companies such as 台汽電 and 南港. Companies leading in annual and monthly revenue growth surged across industries, with semiconductors and biotech and medical care particularly strong.

Companies mentioned:鑽石生技、台汽電、南亞科、南港、旺宏、北極星薬業-KY、愛山林、太子、鴻準

SpaceX falls for a second day after joining the Nasdaq 100, slipping below its first-day IPO trading price

Published ・ Source Taiwan | 鉅亨網

SpaceX was added to the Nasdaq 100 index soon after its IPO, but its share price has continued to trade below its IPO price. Major brokerages have set price targets above $200, while some cautious views remain.

Companies mentioned:Morgan Stanley、Bernstein、RBC Capital Markets、UBS、MoffettNathanson、CFRA、Anthropic、OpenAI

BofA slashes gold price target by 14%, citing a more hawkish Fed; gold could return to $5,000 after the headwinds pass

Published ・ Source Taiwan | 鉅亨網

A U.S. bank cut its 2026 gold price forecast by 14%, citing the Fed's hawkish stance. It also suggested gold could recover to $5,000 over the longer term, drawing market attention.

Companies mentioned:米銀(BofA)、モルガン・チェース(JPMorgan Chase)、高盛(Goldman Sachs)、ドイチェ・バンク(Deutsche Bank)

AI drives global capital spending growth to 13%! 高盛 revives the HALO trade: Capital-intensive stocks enter a supercycle, with the second phase just beginning

Published ・ Source Taiwan | 鉅亨網

高盛 says the investment case for capital-intensive stocks has entered its second phase, driven by earnings rather than valuation recovery. AI and geopolitics are strengthening fundamentals, while global capital spending is set to grow significantly.

Companies mentioned:高盛

Could Tesla shares rise 20%? Wall Street sees potential in a merger with SpaceX, with AI and Megapack collaboration key

Published ・ Source Taiwan | 鉅亨網

Wall Street is seriously evaluating the possibility of a merger between Tesla and SpaceX, primarily because of synergies in AI and energy storage. If a merger goes through, Tesla shares could rise 20%, with major implications for the technology and investment markets.

Companies mentioned:William Blair、Royal Bank of Canada、JPMorgan、Baird、MarketWatch、CNBC

Q1 brings a huge profit and a 54 trillion won cash hoard! SK Hynix buys more than $13.2 billion in bonds this year, becoming one of the biggest institutional buyers in the Korean bond market

Published ・ Source Taiwan | 鉅亨網

SK海力士 secured 5.43 trillion won in cash amid soaring memory prices and bought bonds worth 20 trillion won. It has grown into one of the largest institutional investors in South Korea's bond market.

Companies mentioned:三星電子、韓国電力公社、瑞穂資産証券、新韓投資証券

US military strikes Iran again; US stock futures fall as Trump says he is “not sure they still want a deal”

Published ・ Source Taiwan | 鉅亨網

The U.S. military launched another airstrike on Iran, worsening the situation in the Middle East. President Trump declared the end of the ceasefire agreement. Markets have been volatile.

Companies mentioned:Wells Fargo Investment Institute

What's happening to the AI trade? Profit-taking wave hits, with nearly seven-tenths of tech stocks mired in bear markets

Published ・ Source Taiwan | 鉅亨網

AI-related semiconductor and memory stocks have fallen more than 20% from their previous-quarter highs, with many entering a technical bear market. Profit-taking and concerns about the sustainability of AI demand are behind the declines.

Companies mentioned:美光 (Micron)、博通 (Broadcom)、邁威爾科技 (Marvell)、希捷 (Seagate)、威騰電子 (Western Digital)、Sandisk、三星電子 (Samsung Electronics)

UBS reveals the strongest retail stocks for summer! Four picks unveiled, with potential to beat the market

Published ・ Source Taiwan | 鉅亨網

UBS strategists used quantitative indicators to select four retail stocks with upside potential: Under Armour, Birkenstock, Boot Barn and Groupe Dynamite. The picks reflect optimism about the near-term performance of high-valuation, volatile retail stocks.

Companies mentioned:Under Armour、Birkenstock、Boot Barn、Groupe Dynamite

〈New York FX market〉Dollar reverses course and falls as dovish Fed meeting minutes offset safe-haven demand

Published ・ Source Taiwan | 鉅亨網

The U.S. dollar rose temporarily amid tensions in the Middle East, but then fell on the dovish tone of the FOMC minutes. Uncertainty over monetary policy is driving currency markets.

Companies mentioned:連邦準備制度(Fed)、ニュージーランド準備銀行、日本銀行(BoJ)

Ukrainian forces intensify attacks on energy facilities; Russia bans diesel exports and will import fuel in July

Published ・ Source Taiwan | 鉅亨網

The Russian government will ban diesel exports through July 31 and begin importing fuel in July, following tight fuel supplies caused by Ukrainian drone attacks.

Original〈美股盤後〉川普稱伊朗協議「已結束」標普收低 輝達、博通領軍費半漲超2%

Published ・ Source Taiwan | 鉅亨網

President Trump declared an end to talks with Iran, sending the S&P 500 and the Dow lower, but strength in Nvidia and Broadcom lifted the Nasdaq and the Philadelphia Semiconductor Index. Geopolitical risks and a recovery in semiconductor demand divided the market.

Companies mentioned:Apple、Microsoft、Alphabet、Meta、Amazon、台積電、日月光、聯電、中華電信、OpenAI、Blue Origin、Waymo

〈Energy after hours〉Trump threatens to strike Iran again, Russia bans diesel exports, and crude surges 5% to a multiweek high

Published ・ Source Taiwan | 鉅亨網

Oil prices surged more than 5% amid renewed U.S.-Iran tensions and Russia's ban on diesel exports. Uncertainty in the Middle East has intensified, significantly affecting energy markets.

Companies mentioned:RBC Capital Markets、Rystad Energy、LSEG、U.S. Energy Information Administration (EIA)

Original美光、SanDisk逢低買盤進場 華爾街:AI記憶體仍看好但須證明高價可持續

Published ・ Source Taiwan | 鉅亨網

美光 shares pulled back after a sharp rally, with investors demanding more evidence that the memory market's cyclical upturn can last. Demand for AI memory has lifted related stocks, but the market remains uncertain about whether prices can keep rising.

Companies mentioned:美光、SanDisk、SK海力士、三星電子

Warner Bros. Discovery rolls out AI agents across the company and partners with AWS to build an Agentic AI advertising platform

Published ・ Source Taiwan | 鉅亨網

Warner Bros. Discovery partnered with AWS to build a next-generation advertising platform using agentic AI. The platform will integrate the management of television and digital advertising and promote automation and efficiency. This is an important step in the adoption of AI across the media industry.

Companies mentioned:Amazon Web Services、Amazon、HBO Max

Original〈台股盤前要聞〉測4萬5後月線攻防、延長交易確定喊卡、零現股同步開盤年底前上路

Published ・ Source Taiwan | 鉅亨網

Fueled by the AI boom, Taiwan stocks are nearing 45,000. Odd-lot trading will move up to a 9 a.m. opening before the end of 2026, while plans to extend trading hours have been scrapped. Strong earnings from financial holding companies and tech stocks reflect an active market.

Companies mentioned:永豐金控、玉山金控、國票金控、國巨、華新科、緯創、群聯、昇達科

【Yuen Chi-fung column】All four major Chinese banks rise more than 5%

Published ・ Source Taiwan | 鉅亨網

Hong Kong stocks rebounded sharply, with southbound investors making net purchases of 14.2 billion yuan. Shares in the four major Chinese state-owned banks rose more than 5%, and AI-related stocks were also strong.

Companies mentioned:中国移動、智譜、アリババ、テンセント、小米、中金公司

〈Precious metals after hours〉Gold falls as Trump issues a harsh warning and says Iran ceasefire is “over”

Published ・ Source Taiwan | 鉅亨網

Geopolitical tensions rose after the end of the ceasefire agreement with Iran and comments by President Trump, sending oil prices sharply higher. This fueled concerns about inflation and rising interest rates, weighing on gold prices. The headwinds are growing for gold, a non-yielding asset.

Companies mentioned:High Ridge、CME、アメリカ銀行

Waymo expands into four more US cities, widening its lead over Tesla and Zoox

Published ・ Source Taiwan | 鉅亨網

Waymo launched driverless taxi services in 4 U.S. cities, strengthening its market lead. Competition with Tesla and Zoox is heating up.

Companies mentioned:Alphabet、Tesla、Zoox、Amazon

Original輝達本益比標普500還低!兩個月蒸發1兆市值 專家:基本面未崩 輝達成「價值窪地」

Published ・ Source Taiwan | 鉅亨網

輝達 shares have recently pulled back, with its forward P/E ratio falling to 18 times, below the broader market. Despite strong fundamentals, investors are rotating into AI-related industries.

Companies mentioned:輝達、超微、英特爾、谷歌、亞馬遜、美光科技

Taiwan | 風傳媒(66)

Backing Trump's “Made in America” push, Apple spends $3 billion to upgrade 博通 plant as initial phase of its $60 billion US investment plan takes shape

Published ・ Source Taiwan | 風傳媒

Apple and 博通 have signed a $3 billion chip agreement to upgrade a US factory and strengthen domestic manufacturing, supporting the development of AI and communications technology while responding to Trump administration policies.

Companies mentioned:博通、台積電、輝達

“Japan's biggest typhoon in nearly forty years!” Japan Meteorological Agency forecasts Bavi heading straight for northern Taiwan; Ishigaki and Yonaguni islands expected to approach the storm's edge tomorrow

Published ・ Source Taiwan | 風傳媒

Powerful Typhoon Bavi is approaching Taiwan and Okinawa, its largest in nearly forty years. Emergency alerts have been issued across the region, flights canceled and fishing harbors evacuated, while academics warn that climate change is worsening extreme weather.

Companies mentioned:日本航空、AccuWeather、中央氣象署、中國國家氣象中心、環球時報

Not Han Kuo-yu? Ko Chih-en revealed as the “key figure” in her Kaohsiung election bid; Kuo Cheng-liang says one issue needs resolving after Fengshan rally

Published ・ Source Taiwan | 風傳媒

In the 2026 Kaohsiung mayoral election, Kuomintang candidate Ko Chih-en faces Democratic Progressive Party candidate Lai Jui-lung, with polls divided and Wang Jin-pyng's support emerging as a key factor. More than 3,000 people attended a Fengshan rally, signaling momentum for Ko as the race heats up.

Companies mentioned:ETtoday、美麗島電子報、風傳媒

He says he does not regret strangling his wife, child and mother-in-law! Sanchong family murder case: Second-instance court rejects appeal and upholds death sentence

Published ・ Source Taiwan | 風傳媒

In May 2024, a family murder took place in Sanchong District, New Taipei City, Taiwan. A 25-year-old man, Chang Hung-yi, killed his wife, mother-in-law and stepson; the second-instance court upheld his death sentence. His lack of remorse and brutal methods drew public condemnation.

Latest typhoon updates: Bavi's track remains uncertain! Land typhoon warning expected tomorrow morning; latest school and work closure information being updated continuously

Published ・ Source Taiwan | 風傳媒

Typhoon Bavi is approaching Taiwan, and a land warning is expected. Power outages, traffic disruptions, and suspensions of work and classes are possible, and warnings to the public continue.

Original北北基桃連放2天颱風假?全台最新暴風侵襲率「8縣市破9成」,停班停課標準曝

Published ・ Source Taiwan | 風傳媒

Original強烈颱風巴威逼近台灣,北台灣8縣市暴風侵襲率破9成,氣象署將發布海陸警,週六風雨最劇,停班停課可能性升高。

Will Wall Street “tear up the reports” again? US-Iran fighting flares up, and markets once again bet on inflation and rate-hike risks

Published ・ Source Taiwan | 風傳媒

A renewed US-Iran conflict has sent oil prices sharply higher and revived inflation expectations. Markets are reassessing the likelihood of Federal Reserve rate hikes and growing concerned about financing costs for AI investment, adding new uncertainty to global financial markets.

Companies mentioned:Societe Generale、Amazon、Oracle、Cohen & Steers、Edwards Asset Management、Rystad Energy

Typhoon Bavi is the “largest in nearly 25 years”: Will there be a typhoon day off? Experts reveal the timing of winds and rain across Taiwan, with the north set to feel the impact most in recent years

Published ・ Source Taiwan | 風傳媒

Typhoon Bavi is bearing down on Taiwan, with a wind field extending farther than at any point in nearly 25 years. Weather experts warn that the north will face its strongest winds and rain in recent years, with significant effects across Taiwan.

Companies mentioned:台灣颱風論壇|天氣特急

Will Taipei, New Taipei, Keelung and Taoyuan definitely get a typhoon day off tomorrow? Hou You-yi says a unified announcement could come as soon as “this time”; criteria for suspending work and classes revealed

Published ・ Source Taiwan | 風傳媒

New Taipei Mayor Hou You-yi said the four cities and counties of Keelung, Taipei, New Taipei and Taoyuan will jointly announce by 8 p.m. tonight whether work and classes will be suspended because of Severe Typhoon Bavi. The city government has activated disaster-prevention measures and stepped up river dredging to avoid a repeat of past flooding.

Service as often as every 3 minutes! TAB’s New Taoyuan trunk routes get a major upgrade, with adorable Mickey-themed buses and monthly prize draws for bus riders

Published ・ Source Taiwan | 風傳媒

Taoyuan City has launched an upgraded “TAB New Taoyuan trunk route” bus system, with service as often as every 3 minutes, along with Mickey-themed buses and monthly prize draws to make public transportation more appealing. The city government is leading the initiative, which is significant for improving convenience for residents.

Companies mentioned:迪士尼

The Wall Street Journal: How did a Costco cashier earning $33 an hour save up a $1 million fortune?

Published ・ Source Taiwan | 風傳媒

Tony Balzer, a veteran Costco employee, has worked there for 40 years, earning $32.90 an hour and building more than $1 million in assets in his 401(k). The company's strategy of offering generous compensation has helped drive its success.

Companies mentioned:McKinsey、T. Rowe Price

Presidential Office spy case: High Court sentences former DPP staffer Huang Qu-rong to 10 years in prison for developing an organization

Published ・ Source Taiwan | 風傳媒

Huang Qu-rong, a former DPP staffer, was accused of building a spy network for the Chinese Communist Party, infiltrating the Presidential Office and Ministry of Foreign Affairs, and gathering classified information such as Lai Ching-te’s schedule. The High Court sentenced him to 10 years in prison. The case highlights threats to Taiwan’s national security.

1 major new Taiwan Railways measure takes effect! Implemented “across Taiwan” to solve a longstanding problem; latest station changes and completion date revealed

Published ・ Source Taiwan | 風傳媒

Taiwan Railways and the Ministry of Transportation will complete upgrades to information display systems at 219 stations across Taiwan by February 2028, introducing color coding and standardized arrows to improve the passenger experience.

Typhoon Bavi is approaching! Its wind field is expected to cover all of Taiwan by “this time”; weather agency says impacts will be most pronounced tomorrow and the following day

Published ・ Source Taiwan | 風傳媒

The weather agency forecasts that Typhoon Bavi’s most significant impact on Taiwan will be from the 10th to the 11th. Its wind field will cover the whole island, with gusts of 14 or higher possible in northern Taiwan and outlying islands. Sea and land warnings have been issued.

Companies mentioned:風傳媒

Wan Mei-ling defends Si Guangyang and threatens legal action; Chuang Jui-hsiung mocks her: “She thinks her son is the best”—what about everyone else?

Published ・ Source Taiwan | 風傳媒

Kuomintang lawmaker Wan Mei-ling’s son, Si Guangyang, has been embroiled in bullying and sports-betting controversies. Wan has backed him and threatened legal action, prompting DPP lawmaker Chuang Jui-hsiung to criticize her for being overly protective and dismissive of other candidates. The affair has drawn political and public attention.

How do you cook a great steak? A chef uses 1 step in the pan to “seal in the juices and cook it more evenly,” leaving it tender, juicy and not dry

Published ・ Source Taiwan | 風傳媒

Hong Kong chef Ricky has shared 5 tips for cooking high-quality steak at home, including controlling the heat, resting time and homemade sauces. The techniques let home cooks make Michelin-standard dishes and offer practical advice for cooking enthusiasts.

Companies mentioned:香港01

Confirms son Si Guangyang “did not serve in the military”; Wan Mei-ling denies privilege or draft dodging: He weighed 120 kilograms at his military physical

Published ・ Source Taiwan | 風傳媒

Kuomintang lawmaker Wan Mei-ling’s son, Si Guangyang, has faced questions over past bullying and military service. Wan denied any privileged intervention and said her son was unable to serve because he was overweight, sparking political and public controversy.

Leveraging up to trade stocks with “four loans under one roof”? Yang Chin-long says the description is somewhat exaggerated; this is what the central bank is really concerned about

Published ・ Source Taiwan | 風傳媒

Taiwan Central Bank Governor Yang Chin-long said descriptions of stock trading with “four loans under one roof” were somewhat exaggerated. The real concerns are excessive credit expansion and leverage risks. He urged investors to avoid overleveraging to prevent huge losses if the market reverses.

Original巴威颱風風雨時程1圖看懂!粉專曝最新颱風路徑示警:近10年最接近西北颱的一次

Published ・ Source Taiwan | 風傳媒

Typhoon Bavi is set to be the closest northwesterly typhoon to Taiwan in nearly 10 years, with its 380-kilometer wind field almost covering the entire island. The strongest winds and rain will hit northern Taiwan, with Yilan and Hualien in the direct path; central and southern Taiwan will also see strong winds and heavy rain, while Matsu may take a direct hit from the core.

Companies mentioned:台灣颱風論壇|天氣特急

One soy sauce sold at PX Mart turns first-time buyers into loyal customers! Homemakers praise its “simple ingredients and rich, mellow flavor without being overly salty”: They’ve bought it for years without switching brands

Published ・ Source Taiwan | 風傳媒

Black Bean Soy Sauce’s Red Gold soy sauce, sold at PX Mart, is popular with homemakers for its simple ingredients and mellow flavor. It has become a household cooking favorite, with online commenters praising it for making delicious braised pork without any extra seasoning.

Companies mentioned:黑龍、高慶泉、豆油伯、德發、鮮美露、李錦記、屏科大、金味王

Today’s (7/9) top stories! Will there be a typhoon day off on Friday 7/10 as Severe Typhoon Bavi approaches? / 2026 universal cash payment of 5000 yuan is coming / Who is backing Shih Chung-liang?

Published ・ Source Taiwan | 風傳媒

Severe Typhoon Bavi is approaching Taiwan, putting the question of suspending work and classes in counties and cities north of central Taiwan in the spotlight; Keelung faces a 100% risk of being hit. Xihu Township in Miaoli is handing out 5000 yuan in stimulus funds, while Chiayi City will automatically pay health insurance premiums for residents aged 80 and older. The Kuomintang plans to reform its party chair’s term rules, Taiwan stocks continued to rise, and a mix of political and economic issues is affecting society.

Will civil servants and public-school teachers get their full overtime pay after salary increases? Civic groups reveal how “nominal wages are discounted”; what does the Directorate-General of Budget, Accounting and Statistics say?

Published ・ Source Taiwan | 風傳媒

Original台湾の公務員団体が、加班費の支給不足や補休強制に懸念を示し、主計総処に改善を求めている。予算制約と名目賃金での計算が問題視されている。

Companies mentioned:主計総処、全国公務人員協會、台湾公務革新力量

Intraday update: Taiwan stocks briefly surged past 4萬6 before plunging! 台積電 and 聯發科 lose momentum as these 5 strong stocks hit the daily limit against the trend

Published ・ Source Taiwan | 風傳媒

Original台股一度突破4万6千点后回落,台積電與聯發科走弱,但南亞科等5檔個股逆勢漲停,顯示市場資金輪動明顯。

Companies mentioned:台積電、鴻海、聯發科、廣達、台達電、南亞科、晶豪科、和大、南電、台虹、藥華藥、華懋、宏和、嘉基

Original7/10颱風假確定了?巴威強度路徑有變化!大雨下到紫爆,一文看各縣市最新停班停課:北北基宜桃9成侵襲率

Published ・ Source Taiwan | 風傳媒

Severe Typhoon Bavi is approaching Taiwan, with the risk of impact exceeding 95% in Taipei, New Taipei, Keelung, Yilan and Taoyuan, and reaching 99% in Keelung. The strongest winds and rain are expected from July 10 to 11, and work and classes may be suspended in many areas. Local governments have activated response measures.

Did Meta’s computing-power rental spook the market? The AI arms race is still on, but investors are already on edge

Published ・ Source Taiwan | 風傳媒

Reports that Meta may rent out its AI computing capacity have prompted the market to watch for a turning point in AI investment. Amid continued massive spending, expectations for monetization are growing.

Companies mentioned:Google、Microsoft、Amazon、Alphabet、Meta、Jefferies、Bernstein、S&P Global Market Intelligence、風傳媒

Lu Shiow-yen and Chen Chi-mai lose out! The county and city chief with the highest public profile nationwide is “him”: Strong image and popular policies keep him firmly at No. 1

Published ・ Source Taiwan | 風傳媒

Taipei Mayor Chiang Wan-an ranked first in online buzz, leading by more than 7 times. Lu Shiow-yen and Chen Chi-mai failed to make the top ranks, highlighting the gap between public attention and evaluations.

The clearer it gets, the scarier it feels! From Taiwan, Lanyu, Japan’s Yonaguni Island come into view; Taitung residents instantly know: Bavi is coming

Published ・ Source Taiwan | 風傳媒

As Severe Typhoon Bavi approaches Taiwan, subsiding air around the storm has brought exceptionally clear visibility. Taitung residents can see Lanyu, Yonaguni Island and even islands in the Philippines with the naked eye, confirming local weather wisdom. The weather agency has issued sea and land warnings and urged people to prepare for the storm.

Tanjiro and the Flame Hashira’s big brother both lose! The winner of fans’ TOP10 favorite Demon Slayer characters looks cool but quietly risked his life for the two siblings

Published ・ Source Taiwan | 風傳媒

A Japanese poll website has released its ranking of popular Demon Slayer characters, with Water Hashira Giyu Tomioka taking first place with 94.7 points. A total of 133 characters were in the running, attracting nearly 8萬 votes and reflecting fans’ deep affection for the characters.

“The craziest bubble in human history”? Wall Street legend questions SpaceX’s inclusion in the Nasdaq 100

Published ・ Source Taiwan | 風傳媒

SpaceX was added to the Nasdaq 100 immediately after its IPO, significantly affecting investors' assets. Prominent investor Jeremy Grantham criticized its lofty valuation as the “craziest bubble in history,” warning that it could not be justified without a dramatic leap in AI.

Companies mentioned:GMO、Goldman Sachs、JPMorgan Chase、Morgan Stanley、Saudi Aramco

Will Taipei City get a typhoon day off Friday? She calls on Chiang Wan-an: Can he announce it immediately this time?

Published ・ Source Taiwan | 風傳媒

As Typhoon Bavi approaches, commentator Wu Jingyi urged Taipei Mayor Chiang Wan-an to announce school and business closures early. Public safety measures are under scrutiny.

BBC on the US-Iran conflict: No matter how much Trump blusters and calls Iranians “scum,” he can only keep negotiating

Published ・ Source Taiwan | 風傳媒

Former President Donald Trump denounced Iran as “human garbage” while suggesting that negotiations would in fact continue. The U.S.-Iran conflict over control of the Strait of Hormuz is intensifying.

0050 and 006208 lose out! The top-performing market-cap ETF has changed; Ruan Mu-hua reveals the dark horse taking off, with 1 metric surpassing the veterans

Published ・ Source Taiwan | 風傳媒

In Taiwan’s ETF market, 009803 posted a total return of 75.41% in the first half with its dual market-cap and momentum strategy, beating 0050 and 006208 to become a performance dark horse and draw investor attention.

Strong winds prompt closure of the Tamkang Bridge; New Taipei police urge drivers to detour early to avoid congestion and stay safe

Published ・ Source Taiwan | 風傳媒

As Severe Typhoon Bavi approaches Taiwan, the Tamkang Bridge may be closed if wind speeds reach the threshold. New Taipei police urged the public to take alternate routes early to stay safe and avoid traffic congestion.

“Don’t have sex without a condom”? Taiwan’s proposed restrictions on emergency contraception are causing women anxiety

Published ・ Source Taiwan | 風傳媒

Taiwan's Food and Drug Administration proposed requiring prescriptions for emergency contraceptives, drawing opposition from women's groups and legislators. Concerns are growing about restricted access and stigma.

Toyota RAV4 makes the list! Experts recommend 5 durable cars: fuel-efficient, easy to maintain and reliable, with one still running after 20 years

Published ・ Source Taiwan | 風傳媒

A U.S. survey named 5 models, including the Toyota RAV4 and Honda CR-V, among the “longest-lasting SUVs.” Experts said some models can reach 480,000 km.

Companies mentioned:Honda、Toyota、Lexus、GOBankingRates、CarEdge、NX Auto Transport、Cash Auto Salvage、J.D. Power、Consumer Reports

Trump vows to “repay tenfold” and declares “the ceasefire agreement is over”; US forces bomb Iran for a second consecutive day

Published ・ Source Taiwan | 風傳媒

US President Donald Trump announced the end of the ceasefire agreement with Iran and ordered US forces to launch large-scale airstrikes on Iranian military targets for two consecutive days in retaliation for attacks on merchant ships in the Strait of Hormuz. The move marks a sharp escalation in tensions in the Middle East.

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