{ "edition": "20260717-15", "language": "zh-Hant", "period_start": "2026-07-17T15:00:00+09:00", "period_end": "2026-07-17T18:00:00+09:00", "page": 6, "pages": 6, "received_in_period": 561, "listed_in_period": 561, "description": "這裡一次整合 2 個國家／地區的新聞與公告：台灣 4 個來源 312 條、日本 1 個來源 249 條。每 180 分鐘一期，這期入庫的所有來源、每一條都列出，附原文網址。", "countries": [ { "code": "TW", "name": "台灣", "items": 312, "sources": 4 }, { "code": "JP", "name": "日本", "items": 249, "sources": 1 } ], "number_of_items": 61, "items": [ { "id": 1571153, "anchor": "n1571153", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571153", "title": "台灣1款知名泡麵宣告停產！30年經典走入歷史「庫存賣完就沒了」，老饕嘆從小吃到大", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "販售超過30年的神級泡麵", "state": "source", "quote": "販售超過30年的神級泡麵" } ], "companies": [ "味丹", "随缘", "全家便利商店", "momo购物网", "PChome" ], "published_at": "2026-07-17T13:13:01+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/lifestyle/11149881", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571154, "anchor": "n1571154", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571154", "title": "美油企攜手伊拉克重啟跨境油管繞過荷莫茲海峽輸油計畫啟動", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "該油田的日產量維持在46萬桶左右", "state": "source", "quote": "該油田的日產量維持在46萬桶左右" } ], "companies": [ "雪佛龍", "巴斯拉石油公司", "Capital TI", "UCC控股", "道達爾能源", "康菲石油", "盧克石油" ], "published_at": "2026-07-17T13:11:07+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11149950", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571155, "anchor": "n1571155", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571155", "title": "國際熱議》忘了法國吧：中國正成為全球鵝肝新霸主！松露、魚子醬也正在趕上...", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "中國廠商佔全球鵝肝供應量，已經達到 45%", "state": "source", "quote": "中國廠商佔全球鵝肝供應量，已經達到 45%" }, { "text": "中國松露的出口量已飆升至原來的三倍多", "state": "source", "quote": "中國松露的出口量已飆升至原來的三倍多" } ], "companies": [ "中國國際金融公司", "中金公司" ], "published_at": "2026-07-17T12:59:09+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11149945", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571156, "anchor": "n1571156", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571156", "title": "李四川民調落後「她」害的？黃暐瀚列新北選情3關鍵：不只吃不到侯友宜票", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "蘇巧慧以40.2%的支持度", "state": "source", "quote": "蘇巧慧以40.2%的支持度" }, { "text": "李四川（40.0%）", "state": "source", "quote": "李四川（40.0%）" }, { "text": "另有19.8%的市民無法選出任一人", "state": "source", "quote": "另有19.8%的市民無法選出任一人" }, { "text": "蘇巧慧為49.0%", "state": "source", "quote": "蘇巧慧為49.0%" }, { "text": "不滿意21.6%", "state": "source", "quote": "不滿意21.6%" }, { "text": "李四川則有44.1%", "state": "source", "quote": "李四川則有44.1%" }, { "text": "24.4%不滿意", "state": "source", "quote": "24.4%不滿意" }, { "text": "另有31.5%未表態", "state": "source", "quote": "另有31.5%未表態" }, { "text": "李四川以40.1%", "state": "source", "quote": "李四川以40.1%" }, { "text": "蘇巧慧的38.1%", "state": "source", "quote": "蘇巧慧的38.1%" }, { "text": "另有21.8%", "state": "source", "quote": "另有21.8%" }, { "text": "有76.1%受訪者表示能接受", "state": "source", "quote": "有76.1%受訪者表示能接受" }, { "text": "13.6%表示不能接受", "state": "source", "quote": "13.6%表示不能接受" }, { "text": "僅34.9%表示能接受", "state": "source", "quote": "僅34.9%表示能接受" }, { "text": "38.1%表示不能接受", "state": "source", "quote": "38.1%表示不能接受" }, { "text": "侯友宜滿意度達到72.4%", "state": "source", "quote": "侯友宜滿意度達到72.4%" } ], "companies": [ "新台灣國策智庫", "國民黨", "民進黨", "民眾黨" ], "published_at": "2026-07-17T12:58:46+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11149947", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571157, "anchor": "n1571157", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571157", "title": "「台灣知名連鎖書店」分店宣布熄燈！21年回憶沒了，出清大特賣時間曝", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "開業長達21年的「金石堂中和環球店」", "state": "source", "quote": "開業長達21年的「金石堂中和環球店」" }, { "text": "全盛時期，金石堂全台實體門市曾超過120家", "state": "source", "quote": "全盛時期，金石堂全台實體門市曾超過120家" }, { "text": "全台據點將僅剩19家", "state": "source", "quote": "全台據點將僅剩19家" }, { "text": "光是2026年至今，金石堂已有4家門市結束營業", "state": "source", "quote": "光是2026年至今，金石堂已有4家門市結束營業" }, { "text": "知名連鎖品牌「諾貝爾圖書城」近年亦陸續關閉台北、台中、彰化等6家實體門市", "state": "source", "quote": "知名連鎖品牌「諾貝爾圖書城」近年亦陸續關閉台北、台中、彰化等6家實體門市" }, { "text": "全館享有79折優惠", "state": "source", "quote": "全館享有79折優惠" }, { "text": "回頭書任選6本500元", "state": "source", "quote": "回頭書任選6本500元" } ], "companies": [ "金石堂", "誠品中壢大書店", "諾貝爾圖書城", "蔦屋書店", "TSUTAYA BOOKSTORE" ], "published_at": "2026-07-17T12:55:52+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/lifestyle/11149815", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571158, "anchor": "n1571158", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571158", "title": "北京觀察》退休老人搶肯德基剩食？大理民宿砍半沒人住、省錢文遭刪…直擊中國「消費寒冬」", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "二季度國內生產總值（GDP）同比增長4.3%", "state": "source", "quote": "二季度國內生產總值（GDP）同比增長4.3%" }, { "text": "部分民宿價格下調近50元人民幣", "state": "source", "quote": "部分民宿價格下調近50元人民幣" }, { "text": "6月出口激增27%", "state": "source", "quote": "6月出口激增27%" }, { "text": "上半年增逾20%", "state": "source", "quote": "上半年增逾20%" } ], "companies": [ "肯德基", "小紅書", "抖音" ], "published_at": "2026-07-17T12:52:46+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11149741", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571159, "anchor": "n1571159", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571159", "title": "冷氣千萬不要出門就關！台電認證「低於1時間耗電減少壽命」，2招吹整天也不傷荷包", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "冷氣每次重啟時，壓縮機為了強力降溫，啟動瞬間的耗電量就高達1.3度", "state": "source", "quote": "冷氣每次重啟時，壓縮機為了強力降溫，啟動瞬間的耗電量就高達1.3度" }, { "text": "出門長達 10 小時", "state": "source", "quote": "出門長達 10 小時" }, { "text": "平時若將溫度維持在26至28度之間", "state": "source", "quote": "平時若將溫度維持在26至28度之間" } ], "companies": [ "台電" ], "published_at": "2026-07-17T12:47:50+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/lifestyle/11149938", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571160, "anchor": "n1571160", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571160", "title": "震撼彈！川普公布解密文件：27.8萬非公民登記投票、中國掌握2.2億美選民個資", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "約有27.8萬非公民登記參加聯邦選舉", "state": "source", "quote": "約有27.8萬非公民登記參加聯邦選舉" }, { "text": "中國取得約2.2億美國選民的個人資訊", "state": "source", "quote": "中國取得約2.2億美國選民的個人資訊" } ], "companies": [ "國土安全部", "司法部", "聯邦調查局", "中央情報局", "國家情報總監辦公室", "白宮", "中華人民共和國" ], "published_at": "2026-07-17T12:44:52+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11149942", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571161, "anchor": "n1571161", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571161", "title": "經濟熱議》中國經濟動能再創新低！第二季只成長4.3%，地產崩盤、消費慘淡", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "中國 4 月至 6 月 GDP 年成長只有 4.3%", "state": "source", "quote": "中國 4 月至 6 月 GDP 年成長只有 4.3%" }, { "text": "5% 保衛戰正式宣告失敗", "state": "source", "quote": "5% 保衛戰正式宣告失敗" } ], "companies": [ "歐亞集團", "Eurasia Group" ], "published_at": "2026-07-17T12:37:08+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11149939", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571162, "anchor": "n1571162", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571162", "title": "街口、全支付都輸了！台灣最強行動支付是它「通路廣、回饋多很省錢」：好操作功能方便", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "LINE Pay以高達32,318筆的壓倒性聲量拿下冠軍", "state": "source", "quote": "LINE Pay以高達32,318筆的壓倒性聲量拿下冠軍" }, { "text": "Apple Pay 18,296", "state": "source", "quote": "Apple Pay 18,296" }, { "text": "iPASS一卡通 12,276", "state": "source", "quote": "iPASS一卡通 12,276" }, { "text": "PayPal 6,026", "state": "source", "quote": "PayPal 6,026" }, { "text": "街口支付 5,726", "state": "source", "quote": "街口支付 5,726" }, { "text": "全支付 4,820", "state": "source", "quote": "全支付 4,820" }, { "text": "悠遊付 3,502", "state": "source", "quote": "悠遊付 3,502" }, { "text": "台灣Pay 2,899", "state": "source", "quote": "台灣Pay 2,899" }, { "text": "Google Pay 2,068", "state": "source", "quote": "Google Pay 2,068" }, { "text": "O'Pay歐付寶 1,901", "state": "source", "quote": "O'Pay歐付寶 1,901" }, { "text": "LINE Pay憑藉通訊軟體超過2,100萬活躍用戶的龐大基礎", "state": "source", "quote": "LINE Pay憑藉通訊軟體超過2,100萬活躍用戶的龐大基礎" } ], "companies": [ "LINE Pay", "Apple Pay", "iPASS一卡通", "PayPal", "街口支付", "全支付", "悠遊付", "台灣Pay", "Google Pay", "O'Pay歐付寶", "全聯福利中心", "一卡通票證股份有限公司", "蘋果公司", "台新Richart" ], "published_at": "2026-07-17T12:35:22+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/lifestyle/11149816", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571163, "anchor": "n1571163", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571163", "title": "北部知名Buffet吃到飽宣布熄燈！官方證實了，老饕嘆「交通便利、聚會常常來」最後營業日曝光", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "即將於9月30日結束營業", "state": "source", "quote": "即將於9月30日結束營業" }, { "text": "提前於8月16日歇業", "state": "source", "quote": "提前於8月16日歇業" }, { "text": "高達200公分的超大面積落地窗", "state": "source", "quote": "高達200公分的超大面積落地窗" } ], "companies": [ "50樓Café自助餐廳", "Asia49亞洲料理及酒廊", "望月樓", "Mega50宴會廳", "百揚大樓" ], "published_at": "2026-07-17T12:30:00+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/lifestyle/11149916", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571164, "anchor": "n1571164", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571164", "title": "台股狂瀉2100點、台積電法說後跌百元！謝金河示警「算帳時刻」來了：掃到颱風尾", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "台積電同時宣布在美國亞利桑那州加碼投資1000億美元", "state": "source", "quote": "台積電同時宣布在美國亞利桑那州加碼投資1000億美元" }, { "text": "市值蒸發近2.6兆元", "state": "source", "quote": "市值蒸發近2.6兆元" }, { "text": "海力士大漲39.67倍", "state": "source", "quote": "海力士大漲39.67倍" }, { "text": "Sandisk漲85倍", "state": "source", "quote": "Sandisk漲85倍" }, { "text": "南韓散戶卻超過7成賠錢", "state": "source", "quote": "南韓散戶卻超過7成賠錢" }, { "text": "國巨股價從1220元殺到699元", "state": "source", "quote": "國巨股價從1220元殺到699元" }, { "text": "對美投資已衝上2650億", "state": "source", "quote": "對美投資已衝上2650億" } ], "companies": [ "台積電", "財信傳媒", "海力士", "三星", "國巨", "陳泰銘私人投資公司", "Agentic AI", "金融時報" ], "published_at": "2026-07-17T12:22:59+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11149936", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571165, "anchor": "n1571165", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571165", "title": "通勤族注意！台北捷運宣布「1重要措施」上路，乘客讚更方便、根本德政", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "高達原票價50倍的違約罰鍰", "state": "source", "quote": "高達原票價50倍的違約罰鍰" } ], "companies": [ "台北捷運" ], "published_at": "2026-07-17T12:22:23+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/lifestyle/11149918", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571166, "anchor": "n1571166", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571166", "title": "商業熱議》188公分機器人Atlas搶工作，現代汽車大罷工！機器人使用全球第一，韓國將成工運火藥庫？", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "身高 6 英尺 2 英寸", "state": "source", "quote": "身高 6 英尺 2 英寸" }, { "text": "約 4 萬名工人", "state": "source", "quote": "約 4 萬名工人" } ], "companies": [ "現代汽車", "國際機器人聯合會", "李在明" ], "published_at": "2026-07-17T12:13:18+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11149934", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571053, "anchor": "n1571053", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571053", "title": "賴清德視察無人機發展直言「萬事具備只欠東風」再籲通過特別國防預算", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "國防部先前編列為期 8 年、總經費新台幣 1 兆 2,500 億元的特別預算", "state": "source", "quote": "國防部先前編列為期 8 年、總經費新台幣 1 兆 2,500 億元的特別預算" }, { "text": "立法院僅通過 7,800 億元", "state": "source", "quote": "立法院僅通過 7,800 億元" }, { "text": "刪減 4,700 億元", "state": "source", "quote": "刪減 4,700 億元" }, { "text": "行政院已提供經濟部 6 年期計畫，總計新台幣 442 億元", "state": "source", "quote": "行政院已提供經濟部 6 年期計畫，總計新台幣 442 億元" } ], "companies": [ "中科院", "工研院", "資策會", "國防部", "經濟部" ], "published_at": "2026-07-17T17:03:00+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538660", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571054, "anchor": "n1571054", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571054", "title": "杏輝加碼擴產迎國際訂單規劃3年內投入逾10億元", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "規劃 3 年內投入超過 10 億元", "state": "source", "quote": "規劃 3 年內投入超過 10 億元" }, { "text": "規劃新增 2 條無菌製劑產線", "state": "source", "quote": "規劃新增 2 條無菌製劑產線" }, { "text": "智慧物流中心方面，杏輝規劃投入約 7 億元", "state": "source", "quote": "智慧物流中心方面，杏輝規劃投入約 7 億元" }, { "text": "目前杏輝物流中心約有 4000 個棧板", "state": "source", "quote": "目前杏輝物流中心約有 4000 個棧板" }, { "text": "目前杏輝代工占整體營收比重約 40%", "state": "source", "quote": "目前杏輝代工占整體營收比重約 40%" }, { "text": "目前外銷比重雖不到 10%", "state": "source", "quote": "目前外銷比重雖不到 10%" } ], "companies": [ "杏輝", "日本藥廠" ], "published_at": "2026-07-17T16:58:30+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538654", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571055, "anchor": "n1571055", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571055", "title": "榮耀HONOR 600系列登台3天熱銷破千台年底前全台開設5家門市", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "熱銷破千台", "state": "source", "quote": "熱銷破千台" }, { "text": "最低 0 元起的指定資費方案", "state": "source", "quote": "最低 0 元起的指定資費方案" } ], "companies": [ "榮耀", "HONOR", "遠傳電信" ], "published_at": "2026-07-17T16:54:01+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538627", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571056, "anchor": "n1571056", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571056", "title": "詐團搭台股熱！期貨商揪出389件詐騙逾9成來自社群平台提醒警惕「釣魚」訊息", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "期貨商已蒐報檢舉社群平台詐騙案件 389 件", "state": "source", "quote": "期貨商已蒐報檢舉社群平台詐騙案件 389 件" }, { "text": "其中超過 9 成來自社群平台", "state": "source", "quote": "其中超過 9 成來自社群平台" }, { "text": "累計通報件數已達 710 件", "state": "source", "quote": "累計通報件數已達 710 件" }, { "text": "累計辦理 15 場具創意亮點的識詐防詐活動", "state": "source", "quote": "累計辦理 15 場具創意亮點的識詐防詐活動" }, { "text": "觸及逾 1,500 人次", "state": "source", "quote": "觸及逾 1,500 人次" }, { "text": "共有 7 家期貨商舉辦多元互動活動", "state": "source", "quote": "共有 7 家期貨商舉辦多元互動活動" } ], "companies": [ "期交所", "Facebook", "Threads", "Instagram", "LINE" ], "published_at": "2026-07-17T16:45:41+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537956", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571057, "anchor": "n1571057", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571057", "title": "習近平2026 WAIC演說呼籲進行人工智慧發展合作", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "來自 29 個國家的代表正式簽署協議", "state": "source", "quote": "來自 29 個國家的代表正式簽署協議" }, { "text": "5,000 個人工智慧專題研修培訓名額", "state": "source", "quote": "5,000 個人工智慧專題研修培訓名額" }, { "text": "30 個國家落地應用", "state": "source", "quote": "30 個國家落地應用" } ], "companies": [ "西門子" ], "published_at": "2026-07-17T16:40:02+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538621", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571058, "anchor": "n1571058", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571058", "title": "鎧俠股價一個月腰斬！野村逆勢唱多：看好NAND漲價超預期目標價12.6萬日元", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "目標價上調至 126000 日元", "state": "source", "quote": "目標價上調至 126000 日元" }, { "text": "較上月高點累計重挫 51%", "state": "source", "quote": "較上月高點累計重挫 51%" }, { "text": "市值蒸發至少 29.5 兆日元", "state": "source", "quote": "市值蒸發至少 29.5 兆日元" }, { "text": "未來一年回報率約 118%", "state": "source", "quote": "未來一年回報率約 118%" }, { "text": "Q2 單位價格增速預測從季增 65% 上調至 70%", "state": "source", "quote": "Q2 單位價格增速預測從季增 65% 上調至 70%" }, { "text": "Q3 從季增 20% 調至 25%", "state": "source", "quote": "Q3 從季增 20% 調至 25%" }, { "text": "威剛 Q2 SSD 銷售季增 87%", "state": "source", "quote": "威剛 Q2 SSD 銷售季增 87%" }, { "text": "Q3 合約價再漲 35% 至 40%", "state": "source", "quote": "Q3 合約價再漲 35% 至 40%" }, { "text": "2027 財年營業利潤從 7 兆調至 7.5 兆日元", "state": "source", "quote": "2027 財年營業利潤從 7 兆調至 7.5 兆日元" }, { "text": "2028 財年從 9.8 兆調至 10.7 兆日元", "state": "source", "quote": "2028 財年從 9.8 兆調至 10.7 兆日元" }, { "text": "自由現金流預測從 6.3 兆調至 6.9 兆日元", "state": "source", "quote": "自由現金流預測從 6.3 兆調至 6.9 兆日元" }, { "text": "完成約 20", "state": "source", "quote": "完成約 20" } ], "companies": [ "鎧俠", "野村證券", "豐田汽車", "TrendForce", "威剛", "OpenAI" ], "published_at": "2026-07-17T16:30:05+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538596", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571059, "anchor": "n1571059", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571059", "title": "高盛警告：AI市場已繃成「橡皮筋」現在只看何時會斷", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "目前開源模型與閉源前沿模型之間的能力差距已大幅縮減至 4 個月", "state": "source", "quote": "目前開源模型與閉源前沿模型之間的能力差距已大幅縮減至 4 個月" } ], "companies": [ "高盛", "微軟", "亞馬遜", "Alphabet", "Meta", "阿波羅全球管理公司" ], "published_at": "2026-07-17T16:20:02+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537511", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571060, "anchor": "n1571060", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571060", "title": "伊朗宣稱襲擊美軍駐敘指揮部並威脅封鎖海峽", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "約 91 艘與伊朗相關的油輪正處於徘徊或閒置狀態", "state": "source", "quote": "約 91 艘與伊朗相關的油輪正處於徘徊或閒置狀態" } ], "companies": [ "伊朗革命衛隊", "美軍", "敘利亞政府", "美國軍方", "大馬士革" ], "published_at": "2026-07-17T16:09:21+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538595", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571061, "anchor": "n1571061", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571061", "title": "美光強化車用布局結盟7大車用供應商", "title_state": "source", "summary": "", "summary_state": "none", "facts": [], "companies": [ "美光", "高通", "偉世通", "HARMAN", "JOYNEXT", "電裝", "Astemo", "現代 Mobis", "現代 Mobis(Hyundai Mobis)" ], "published_at": "2026-07-17T15:50:35+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538574", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571062, "anchor": "n1571062", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571062", "title": "離開職場最大的挑戰不是存多少是錢能用多久", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "4% 提領法", "state": "source", "quote": "4% 提領法" } ], "companies": [ "永誠資產管理處" ], "published_at": "2026-07-17T15:45:34+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538599", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571063, "anchor": "n1571063", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571063", "title": "全球AI與科技股遭拋售亞洲股市周五全面重挫", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "日經 225 指數一度暴跌超過 4,100 點", "state": "source", "quote": "日經 225 指數一度暴跌超過 4,100 點" }, { "text": "跌幅逾 6.18%", "state": "source", "quote": "跌幅逾 6.18%" }, { "text": "鎧俠 (Kioxia) 股價慘遭血洗，跌幅超過 16%", "state": "source", "quote": "鎧俠 (Kioxia) 股價慘遭血洗，跌幅超過 16%" }, { "text": "村田製作所 (Murata) 重挫近 12%", "state": "source", "quote": "村田製作所 (Murata) 重挫近 12%" }, { "text": "TDK 跌逾 6%", "state": "source", "quote": "TDK 跌逾 6%" }, { "text": "索尼卻逆勢上漲約 1.6%", "state": "source", "quote": "索尼卻逆勢上漲約 1.6%" }, { "text": "中國中證 1000 指數下跌逾 3%", "state": "source", "quote": "中國中證 1000 指數下跌逾 3%" }, { "text": "AI 晶片商寒武紀科技下跌逾 6%", "state": "source", "quote": "AI 晶片商寒武紀科技下跌逾 6%" } ], "companies": [ "鎧俠", "村田製作所", "TDK", "索尼", "寒武紀科技", "工業富聯", "中芯國際", "北方華創", "立訊精密", "美團", "快手", "騰訊", "百度", "阿里巴巴", "小米", "Sandisk", "Western Digital", "希捷", "英特爾", "美光" ], "published_at": "2026-07-17T15:40:05+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538577", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571064, "anchor": "n1571064", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571064", "title": "全球最大規模開源模型！月之暗面發布Kimi K3 能自主設計AI晶片：45奈米 100Mhz頻率", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "全球首個開源規模達 3 兆參數級別", "state": "source", "quote": "全球首個開源規模達 3 兆參數級別" }, { "text": "實際參數 2.8 兆", "state": "source", "quote": "實際參數 2.8 兆" }, { "text": "100 萬 Token 上下文窗口", "state": "source", "quote": "100 萬 Token 上下文窗口" }, { "text": "將整體擴展效率較上一代提升約 2.5 倍", "state": "source", "quote": "將整體擴展效率較上一代提升約 2.5 倍" }, { "text": "在連續 48 小時自主運行中", "state": "source", "quote": "在連續 48 小時自主運行中" }, { "text": "集成 146 萬標準單位", "state": "source", "quote": "集成 146 萬標準單位" }, { "text": "0.277MB SRAM", "state": "source", "quote": "0.277MB SRAM" }, { "text": "在 100MHz 下完成時序收斂", "state": "source", "quote": "在 100MHz 下完成時序收斂" }, { "text": "仿真解碼吞吐持續超過每秒 8700 Token", "state": "source", "quote": "仿真解碼吞吐持續超過每秒 8700 Token" }, { "text": "完成約 20 億美元新一輪融資", "state": "source", "quote": "完成約 20 億美元新一輪融資" }, { "text": "投後估值突破 200 億美元", "state": "source", "quote": "投後估值突破 200 億美元" }, { "text": "半年內累計融資超 39 億美元", "state": "source", "quote": "半年內累計融資超 39 億美元" } ], "companies": [ "月之暗面", "Moonshot AI", "Claude Fable", "GPT-5.6 Sol", "美團龍珠", "水木資本", "中國移動", "CPE 源峰", "Nangate" ], "published_at": "2026-07-17T15:30:06+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537490", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571065, "anchor": "n1571065", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571065", "title": "AI新股蜜月行情告終！SpaceX、SK海力士重挫美國新股表現跑輸標普500", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "今年美國 IPO 股的加權平均報酬率降至 6%", "state": "source", "quote": "今年美國 IPO 股的加權平均報酬率降至 6%" }, { "text": "落後標普 500 指數 11% 的漲幅", "state": "source", "quote": "落後標普 500 指數 11% 的漲幅" }, { "text": "SpaceX 周四股價收盤下跌 3.08%", "state": "source", "quote": "SpaceX 周四股價收盤下跌 3.08%" }, { "text": "每股 131.11 美元", "state": "source", "quote": "每股 131.11 美元" }, { "text": "135 美元發行價", "state": "source", "quote": "135 美元發行價" }, { "text": "市值已從上市後收盤的高點蒸發 9030 億美元", "state": "source", "quote": "市值已從上市後收盤的高點蒸發 9030 億美元" }, { "text": "完成創紀錄 265 億美元 IPO", "state": "source", "quote": "完成創紀錄 265 億美元 IPO" }, { "text": "重挫 13.7%", "state": "source", "quote": "重挫 13.7%" }, { "text": "以每股 152.31 美元作收", "state": "source", "quote": "以每股 152.31 美元作收" }, { "text": "149 美元發行價", "state": "source", "quote": "149 美元發行價" }, { "text": "今年美國 IPO 整體加權平均報酬率約 10%", "state": "source", "quote": "今年美國 IPO 整體加權平均報酬率約 10%" }, { "text": "費城半導體指數下跌 11%", "state": "source", "quote": "費城半導體指數下跌 11%" }, { "text": "一籃子動能股股挫跌逾 8%", "state": "source", "quote": "一籃子動能股股挫跌逾 8%" } ], "companies": [ "SpaceX", "SK海力士", "Blackstone", "加拿大皇家銀行", "摩根士丹利", "Jersey Mike's Subs", "Cumberland Farms", "Suja Life", "Yesway", "Anthropic" ], "published_at": "2026-07-17T15:19:15+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537446", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571066, "anchor": "n1571066", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571066", "title": "〈台股盤後〉崩跌2953點史上最慘烈！大逃殺壓垮季線和4萬3大關", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "成交量爆出 1.2 兆元", "state": "source", "quote": "成交量爆出 1.2 兆元" }, { "text": "周跌幅高達 2,683 點", "state": "source", "quote": "周跌幅高達 2,683 點" }, { "text": "上市櫃有高達 1,755 家下挫", "state": "source", "quote": "上市櫃有高達 1,755 家下挫" }, { "text": "僅有 148 家上漲", "state": "source", "quote": "僅有 148 家上漲" }, { "text": "有超過 734 家跌幅超過半根", "state": "source", "quote": "有超過 734 家跌幅超過半根" }, { "text": "跌停家數更有高達 116 家", "state": "source", "quote": "跌停家數更有高達 116 家" }, { "text": "收在 2,290 元", "state": "source", "quote": "收在 2,290 元" }, { "text": "市值也失守 60 兆元大關", "state": "source", "quote": "市值也失守 60 兆元大關" }, { "text": "貢獻跌點高達 1,431 點", "state": "source", "quote": "貢獻跌點高達 1,431 點" } ], "companies": [ "台積電", "聯發科", "台達電", "日月光投控", "聯電", "欣興", "南電", "景碩", "華通", "楠梓電", "臻鼎", "定穎投控" ], "published_at": "2026-07-17T15:01:28+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538545", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571067, "anchor": "n1571067", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571067", "title": "白宮：川普出席世界盃決賽預計與FIFA主席共同頒發冠軍金盃", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "2026 年世界盃決賽", "state": "source", "quote": "2026 年世界盃決賽" }, { "text": "白宮周四 (16 日)", "state": "source", "quote": "白宮周四 (16 日)" }, { "text": "102 場比賽", "state": "source", "quote": "102 場比賽" }, { "text": "美國隊以 1 比 4 落敗出局", "state": "source", "quote": "美國隊以 1 比 4 落敗出局" } ], "companies": [ "白宮", "FIFA", "阿根廷", "西班牙", "美國隊", "比利時", "卡達", "俄羅斯", "切爾西", "川普大樓" ], "published_at": "2026-07-17T15:00:11+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538453", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571068, "anchor": "n1571068", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571068", "title": "WAIC 2026登場大秀黑科技「AI自己研發、機器人自己組裝」", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "展覽面積首度突破 10 萬平方公尺", "state": "source", "quote": "展覽面積首度突破 10 萬平方公尺" }, { "text": "吸引逾 1100 家企業參展", "state": "source", "quote": "吸引逾 1100 家企業參展" }, { "text": "展示超過 3000 項前沿技術", "state": "source", "quote": "展示超過 3000 項前沿技術" }, { "text": "其中逾 300 款產品為全球首發", "state": "source", "quote": "其中逾 300 款產品為全球首發" }, { "text": "研發週期從 2 至 5 年大幅壓縮至 2 至 6 個月", "state": "source", "quote": "研發週期從 2 至 5 年大幅壓縮至 2 至 6 個月" }, { "text": "成功率從 1% 飆升至 30%", "state": "source", "quote": "成功率從 1% 飆升至 30%" }, { "text": "執行效率提升了 2 至 5 倍", "state": "source", "quote": "執行效率提升了 2 至 5 倍" }, { "text": "具備 700TOPS 算力", "state": "source", "quote": "具備 700TOPS 算力" } ], "companies": [ "華為", "百度", "天鷚科技", "晶泰科技", "西門子", "微億智造", "它石智航", "智元遠徵", "加速進化公司", "階躍星辰", "MiniMax" ], "published_at": "2026-07-17T15:00:07+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538160", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571069, "anchor": "n1571069", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571069", "title": "最後搶錢機會！大樂透連槓19期今開獎頭獎上看7億端午加碼百萬剩6組", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "頭獎上看 7 億元", "state": "source", "quote": "頭獎上看 7 億元" }, { "text": "該名幸運兒最高可獨拿 600 萬元獎金", "state": "source", "quote": "該名幸運兒最高可獨拿 600 萬元獎金" }, { "text": "大樂透連槓 19 期", "state": "source", "quote": "大樂透連槓 19 期" }, { "text": "頭獎已開出 56 次", "state": "source", "quote": "頭獎已開出 56 次" }, { "text": "共 62 注", "state": "source", "quote": "共 62 注" }, { "text": "約 14.5% 的中獎者採用包牌方式投注", "state": "source", "quote": "約 14.5% 的中獎者採用包牌方式投注" }, { "text": "以 350 元投注", "state": "source", "quote": "以 350 元投注" }, { "text": "超過 7 成的中獎者採用電腦選號", "state": "source", "quote": "超過 7 成的中獎者採用電腦選號" }, { "text": "採包牌方式中獎者約占 19%", "state": "source", "quote": "採包牌方式中獎者約占 19%" }, { "text": "350 元的 7 連碰最受歡迎，在包牌中獎者中占比達 6 成", "state": "source", "quote": "350 元的 7 連碰最受歡迎，在包牌中獎者中占比達 6 成" } ], "companies": [ "台灣彩券公司" ], "published_at": "2026-07-17T14:38:39+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538335", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571070, "anchor": "n1571070", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571070", "title": "〈國泰世華新董座〉年紀大、待得久是我的優勢！陳祖培：風雨已過採最高道德標準重新出發", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "84 歲的他是", "state": "source", "quote": "84 歲的他是" }, { "text": "共服務將近 40 年", "state": "source", "quote": "共服務將近 40 年" } ], "companies": [ "國泰世華銀行", "國泰金控", "世華銀行" ], "published_at": "2026-07-17T14:37:55+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538433", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571071, "anchor": "n1571071", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571071", "title": "台積電法說利多卻遭無情摜殺逾6%跌破季線市值蒸發近4兆元", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "市值蒸發近4兆元", "state": "source", "quote": "市值蒸發近4兆元" }, { "text": "第二季毛利率達 67.7%", "state": "source", "quote": "第二季毛利率達 67.7%" }, { "text": "營益率 60.3%", "state": "source", "quote": "營益率 60.3%" }, { "text": "全年資本支出提高至 600 億至 640 億美元", "state": "source", "quote": "全年資本支出提高至 600 億至 640 億美元" }, { "text": "2 奈米量產爬坡將稀釋 2026 年下半年毛利率約 3 至 4 個百分點", "state": "source", "quote": "2 奈米量產爬坡將稀釋 2026 年下半年毛利率約 3 至 4 個百分點" }, { "text": "海外晶圓廠則可能再影響 2 至 3 個百分點", "state": "source", "quote": "海外晶圓廠則可能再影響 2 至 3 個百分點" }, { "text": "再增加 1000 億美元亞利桑那州投資", "state": "source", "quote": "再增加 1000 億美元亞利桑那州投資" }, { "text": "美國總投資金額提高至 2650 億美元", "state": "source", "quote": "美國總投資金額提高至 2650 億美元" }, { "text": "目標價介於 3000 元至 4200 元之間", "state": "source", "quote": "目標價介於 3000 元至 4200 元之間" } ], "companies": [ "台積電", "TSM-US" ], "published_at": "2026-07-17T14:34:30+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538326", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571072, "anchor": "n1571072", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571072", "title": "港股SK海力士兩倍做多ETF本周接近腰斬已從高點崩70%", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "早盤仍重挫 18.20%", "state": "source", "quote": "早盤仍重挫 18.20%" }, { "text": "跌破 47 港元", "state": "source", "quote": "跌破 47 港元" }, { "text": "本周累計跌幅已達 47%", "state": "source", "quote": "本周累計跌幅已達 47%" }, { "text": "不到 1 個月內跌幅超過 70%", "state": "source", "quote": "不到 1 個月內跌幅超過 70%" }, { "text": "數值比市場預期低了約 8%", "state": "source", "quote": "數值比市場預期低了約 8%" }, { "text": "KIS 將第二季 DRAM 平均售價 (ASP) 增速預測從 50% 大幅下調至 28.9%", "state": "source", "quote": "KIS 將第二季 DRAM 平均售價 (ASP) 增速預測從 50% 大幅下調至 28.9%" }, { "text": "南韓央行於 7 月 16 日宣布升息至 2.75%", "state": "source", "quote": "南韓央行於 7 月 16 日宣布升息至 2.75%" }, { "text": "南韓券商強平金額已達 4,258 億韓元", "state": "source", "quote": "南韓券商強平金額已達 4,258 億韓元" }, { "text": "散戶保證金帳戶一個月內減少了 34 兆韓元", "state": "source", "quote": "散戶保證金帳戶一個月內減少了 34 兆韓元" } ], "companies": [ "SK 海力士", "KIS", "輝達 (NVDA-US)", "南韓央行", "南韓金融服務委員會 (FSC)", "三星" ], "published_at": "2026-07-17T14:30:13+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538449", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571073, "anchor": "n1571073", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571073", "title": "〈車市〉台灣賓士將導入25款新車 GLB年底前抵台", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "預計於未來兩年間密集導入 25 款全新車型", "state": "source", "quote": "預計於未來兩年間密集導入 25 款全新車型" }, { "text": "最高 633 公里純電續航", "state": "source", "quote": "最高 633 公里純電續航" } ], "companies": [ "台灣賓士", "Mercedes-Benz" ], "published_at": "2026-07-17T14:21:07+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538253", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571074, "anchor": "n1571074", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571074", "title": "史上最大盤中跌點逾2800點被動元件逾10檔推骨牌跌停華新科股價腰斬最慘", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "盤中一度重挫達 2801.32 點", "state": "source", "quote": "盤中一度重挫達 2801.32 點" }, { "text": "超過今年 6 月 8 日創下的最大跌點 2,694.08 點", "state": "source", "quote": "超過今年 6 月 8 日創下的最大跌點 2,694.08 點" }, { "text": "下探至 42823.66 點", "state": "source", "quote": "下探至 42823.66 點" }, { "text": "股價遭無情摜至跌停價 699 元", "state": "source", "quote": "股價遭無情摜至跌停價 699 元" }, { "text": "跌幅達 9.92%", "state": "source", "quote": "跌幅達 9.92%" }, { "text": "重挫 9.42% 至 149 元", "state": "source", "quote": "重挫 9.42% 至 149 元" }, { "text": "重摔 9.81% 至 142.5 元", "state": "source", "quote": "重摔 9.81% 至 142.5 元" }, { "text": "盤中殺至跌停價 690 元", "state": "source", "quote": "盤中殺至跌停價 690 元" }, { "text": "亮綠燈跌停至 288 元", "state": "source", "quote": "亮綠燈跌停至 288 元" }, { "text": "重挫 9.59% 至 48.55 元", "state": "source", "quote": "重挫 9.59% 至 48.55 元" }, { "text": "大跌 9.93% 至 43.55 元", "state": "source", "quote": "大跌 9.93% 至 43.55 元" }, { "text": "跌停", "state": "source", "quote": "跌停" } ], "companies": [ "國巨", "凱美", "大毅", "禾伸堂", "立隆電", "千如", "鈺鎧", "華容", "九豪", "華新科", "信昌電", "台積電" ], "published_at": "2026-07-17T14:18:09+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538436", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571075, "anchor": "n1571075", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571075", "title": "製程大縮水！傳塔塔電子首座晶圓廠從28奈米下修至90奈米商轉延後兩年至2028", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "90 奈米製程", "state": "source", "quote": "90 奈米製程" }, { "text": "28 奈米製程", "state": "source", "quote": "28 奈米製程" }, { "text": "1.28 兆盧比", "state": "source", "quote": "1.28 兆盧比" }, { "text": "900 億人民幣", "state": "source", "quote": "900 億人民幣" }, { "text": "2028 年年中", "state": "source", "quote": "2028 年年中" } ], "companies": [ "塔塔電子", "力積電", "塔塔控股公司", "塔塔之子", "彭博資訊" ], "published_at": "2026-07-17T14:05:30+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538334", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571076, "anchor": "n1571076", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571076", "title": "輝達進軍AI新藍海市場有望成股價新催化劑", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "Noetra 初期將部署 13,750 顆輝達 Vera CPU", "state": "source", "quote": "Noetra 初期將部署 13,750 顆輝達 Vera CPU" }, { "text": "27,500 顆 Rubin GPU", "state": "source", "quote": "27,500 顆 Rubin GPU" }, { "text": "可提供 140MW 的資料中心運算容量", "state": "source", "quote": "可提供 140MW 的資料中心運算容量" }, { "text": "突破 300 億美元", "state": "source", "quote": "突破 300 億美元" }, { "text": "輝達周四收跌 2.4%", "state": "source", "quote": "輝達周四收跌 2.4%" }, { "text": "報每股 207.40 美元", "state": "source", "quote": "報每股 207.40 美元" }, { "text": "那斯達克指數下跌 1.5%", "state": "source", "quote": "那斯達克指數下跌 1.5%" }, { "text": "重挫 4.3%", "state": "source", "quote": "重挫 4.3%" }, { "text": "每年將售出約 3.5 億台機器人", "state": "source", "quote": "每年將售出約 3.5 億台機器人" }, { "text": "平均售價約 2.5 萬美元", "state": "source", "quote": "平均售價約 2.5 萬美元" }, { "text": "市場規模可望達 9 兆美元", "state": "source", "quote": "市場規模可望達 9 兆美元" }, { "text": "當時股價約為 226 美元", "state": "source", "quote": "當時股價約為 226 美元" } ], "companies": [ "輝達", "Nvidia", "NVDA-US", "軟銀", "SoftBank", "Sony", "本田", "Honda Motor", "Noetra", "RBC", "Tom Narayan", "華爾街", "那斯達克", "費城半導體指數" ], "published_at": "2026-07-17T14:00:10+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537424", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571077, "anchor": "n1571077", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571077", "title": "〈國泰世華新董座〉陳祖培揭「內控、風控、客戶信賴」三大要務發豪語邁向業界第一", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "現年 84 歲的陳祖培", "state": "source", "quote": "現年 84 歲的陳祖培" }, { "text": "在國泰集團與世華銀行體系服務將近 40 年", "state": "source", "quote": "在國泰集團與世華銀行體系服務將近 40 年" } ], "companies": [ "國泰金控", "國泰世華銀行" ], "published_at": "2026-07-17T13:59:45+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538333", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571078, "anchor": "n1571078", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571078", "title": "源點看充電市場開打會員戰會員規模超過電動車掛牌量", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "會員數已突破 18 萬人", "state": "source", "quote": "會員數已突破 18 萬人" }, { "text": "最低每度只要 5.25 元", "state": "source", "quote": "最低每度只要 5.25 元" } ], "companies": [ "源點科技", "EVOASIS", "特斯拉" ], "published_at": "2026-07-17T13:55:27+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538225", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571079, "anchor": "n1571079", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571079", "title": "中國國產替代迎黃金機遇！高盛：長鑫存儲IPO恰逢其時鎖定2026-2028記憶體超級週期", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "全球市佔率", "state": "source", "quote": "全球市佔率" }, { "text": "壟斷逾 9 成市佔率", "state": "source", "quote": "壟斷逾 9 成市佔率" }, { "text": "HBM 晶圓消耗為傳統 DRAM 的 3-4 倍", "state": "source", "quote": "HBM 晶圓消耗為傳統 DRAM 的 3-4 倍" }, { "text": "全球傳統 DRAM 產能年複合成長率僅 7-8%", "state": "source", "quote": "全球傳統 DRAM 產能年複合成長率僅 7-8%" }, { "text": "上一輪 12%", "state": "source", "quote": "上一輪 12%" }, { "text": "今年傳統 DRAM 均價年增 326%", "state": "source", "quote": "今年傳統 DRAM 均價年增 326%" }, { "text": "NAND 年增 283%", "state": "source", "quote": "NAND 年增 283%" }, { "text": "DRAM 毛利率穩定在 80% 左右", "state": "source", "quote": "DRAM 毛利率穩定在 80% 左右" }, { "text": "HBM 市場規模 2028 年將達 1680 億美元", "state": "source", "quote": "HBM 市場規模 2028 年將達 1680 億美元" }, { "text": "中國記憶體國產化率僅 15%", "state": "source", "quote": "中國記憶體國產化率僅 15%" } ], "companies": [ "長鑫存儲", "高盛", "三星", "SK 海力士", "美光", "阿里巴巴", "字節跳動", "騰訊" ], "published_at": "2026-07-17T13:40:03+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538259", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571080, "anchor": "n1571080", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571080", "title": "〈焦點股〉光通訊股綠光罩頂聯鈞等4檔跌停、6檔重摔逾半根停板", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "一度超過 2,000 點", "state": "source", "quote": "一度超過 2,000 點" }, { "text": "股價下探 432 元", "state": "source", "quote": "股價下探 432 元" }, { "text": "慘跌 8-9%", "state": "source", "quote": "慘跌 8-9%" }, { "text": "重跌 7% 以上", "state": "source", "quote": "重跌 7% 以上" } ], "companies": [ "聯鈞", "前鼎", "光環", "眾達 - KY", "波若威", "華星光", "統新", "聯亞", "上詮", "光聖", "輝達", "黃仁勳", "邁威爾", "台積電", "Intel", "Broadcom" ], "published_at": "2026-07-17T13:39:08+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538311", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571081, "anchor": "n1571081", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571081", "title": "〈焦點股〉亂市出英雄電信三雄趁暴跌2300點全數完成填息", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "大盤重挫超過 2300 點", "state": "source", "quote": "大盤重挫超過 2300 點" }, { "text": "股價暫報 103.5 元", "state": "source", "quote": "股價暫報 103.5 元" }, { "text": "股價暫報 138.5 元", "state": "source", "quote": "股價暫報 138.5 元" }, { "text": "股價戰報 111.5 元", "state": "source", "quote": "股價戰報 111.5 元" }, { "text": "每股配發 3.890281 元現金股利", "state": "source", "quote": "每股配發 3.890281 元現金股利" }, { "text": "每股配發 5.2 元現金股利", "state": "source", "quote": "每股配發 5.2 元現金股利" }, { "text": "每股配發 4.8 元現金股利", "state": "source", "quote": "每股配發 4.8 元現金股利" }, { "text": "稅後純益 207.5 億元", "state": "source", "quote": "稅後純益 207.5 億元" }, { "text": "每股純益 2.68 元", "state": "source", "quote": "每股純益 2.68 元" }, { "text": "稅後純益 86.9 億元", "state": "source", "quote": "稅後純益 86.9 億元" }, { "text": "每股純益 2.86 元", "state": "source", "quote": "每股純益 2.86 元" }, { "text": "稅後純益 77.18 億元", "state": "source", "quote": "稅後純益 77.18 億元" }, { "text": "每股純益 2.14 元", "state": "source", "quote": "每股純益 2.14 元" } ], "companies": [ "中華電信", "台灣大", "遠傳" ], "published_at": "2026-07-17T13:36:45+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538304", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571082, "anchor": "n1571082", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571082", "title": "台積電法說後多家外資上調目標價最高飆到4200元", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "上調全年營收年增率至 40%", "state": "source", "quote": "上調全年營收年增率至 40%" }, { "text": "上調全年資本支出至 600-640 億美元", "state": "source", "quote": "上調全年資本支出至 600-640 億美元" }, { "text": "加碼美國投資 1,000 億美元", "state": "source", "quote": "加碼美國投資 1,000 億美元" }, { "text": "最高為澳系外資的 4,200 元", "state": "source", "quote": "最高為澳系外資的 4,200 元" }, { "text": "第二季毛利率雖達 67.7%", "state": "source", "quote": "第二季毛利率雖達 67.7%" }, { "text": "未達部分法人期待的 70%", "state": "source", "quote": "未達部分法人期待的 70%" }, { "text": "N2 量產爬坡可能稀釋 2026 年下半年毛利率約 3 至 4 個百分點", "state": "source", "quote": "N2 量產爬坡可能稀釋 2026 年下半年毛利率約 3 至 4 個百分點" }, { "text": "海外廠則可能再稀釋 2 至 3 個百分點", "state": "source", "quote": "海外廠則可能再稀釋 2 至 3 個百分點" }, { "text": "維持約 65% 至 66% 的高檔毛利率", "state": "source", "quote": "維持約 65% 至 66% 的高檔毛利率" }, { "text": "美國總投資金額提高至 2650 億美元", "state": "source", "quote": "美國總投資金額提高至 2650 億美元" } ], "companies": [ "台積電", "英特爾" ], "published_at": "2026-07-17T13:31:49+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538243", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571083, "anchor": "n1571083", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571083", "title": "晶技光通訊石英震盪器訂單排到2027年估今年營收改寫新高", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "晶技在伺服器、光通訊、光模塊應用的石英震盪器營收比重已攀升到 14-15%", "state": "source", "quote": "晶技在伺服器、光通訊、光模塊應用的石英震盪器營收比重已攀升到 14-15%" }, { "text": "在進入傳統旺季第三季，晶技營收將較第二季 8-10% 的成長", "state": "source", "quote": "在進入傳統旺季第三季，晶技營收將較第二季 8-10% 的成長" }, { "text": "晶技 2026 年上半年營收 70.38 億元", "state": "source", "quote": "晶技 2026 年上半年營收 70.38 億元" }, { "text": "晶技 2026 年上半年營收 70.38 億元，年增 7.7%", "state": "source", "quote": "晶技 2026 年上半年營收 70.38 億元，年增 7.7%" }, { "text": "依此推估晶技在 2026 年全年營收將達 157 億元改寫歷史新高", "state": "source", "quote": "依此推估晶技在 2026 年全年營收將達 157 億元改寫歷史新高" }, { "text": "晶技自結 6 月稅前盈餘以 2.32 億元創 15 個月來新高", "state": "source", "quote": "晶技自結 6 月稅前盈餘以 2.32 億元創 15 個月來新高" }, { "text": "2026 上半年稅前盈餘 12.2 億元", "state": "source", "quote": "2026 上半年稅前盈餘 12.2 億元" }, { "text": "2026 上半年稅前盈餘 12.2 億元，年增 23.9%", "state": "source", "quote": "2026 上半年稅前盈餘 12.2 億元，年增 23.9%" }, { "text": "每股稅前盈餘爲 3.6 元", "state": "source", "quote": "每股稅前盈餘爲 3.6 元" } ], "companies": [ "晶技", "希華" ], "published_at": "2026-07-17T13:27:36+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538224", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571084, "anchor": "n1571084", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571084", "title": "AI股血流成河！台股盤中暴跌逾2300點上市市值一夕蒸發7.6兆元", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "光是台積電市值就驟減逾 3 兆元", "state": "source", "quote": "光是台積電市值就驟減逾 3 兆元" }, { "text": "費城半導體指數重摔 4.29%", "state": "source", "quote": "費城半導體指數重摔 4.29%" }, { "text": "日經 225 指數盤中急殺超過 3000 點", "state": "source", "quote": "日經 225 指數盤中急殺超過 3000 點" }, { "text": "今年 6 月 8 日盤中崩跌 2,694 點", "state": "source", "quote": "今年 6 月 8 日盤中崩跌 2,694 點" }, { "text": "台積電 ADR 昨日下跌 2.32%", "state": "source", "quote": "台積電 ADR 昨日下跌 2.32%" }, { "text": "跌停家數擴大至近 70 家", "state": "source", "quote": "跌停家數擴大至近 70 家" } ], "companies": [ "台積電", "國巨", "華新科", "聯電", "南亞" ], "published_at": "2026-07-17T13:11:20+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538149", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571085, "anchor": "n1571085", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571085", "title": "〈焦點股〉台積電一句話「Not at all」引爆賣壓成熟製程三雄全跌停", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "其他成熟製程一點也不缺貨，以「Not at all」為形容做為結論。", "state": "source", "quote": "其他成熟製程一點也不缺貨，以「Not at all」為形容做為結論。" } ], "companies": [ "台積電", "聯電", "世界先進", "力積電" ], "published_at": "2026-07-17T13:10:28+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538138", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571086, "anchor": "n1571086", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571086", "title": "研調：記憶體排擠Q2智慧手機全球出貨量年減11% 三星擊敗蘋果重返市占龍頭", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "2026 年第二季全球智慧型手機出貨量年減 11%", "state": "source", "quote": "2026 年第二季全球智慧型手機出貨量年減 11%" }, { "text": "三星於 2026 年第二季以 24% 的出貨市占率重返全球智慧型手機市場首位", "state": "source", "quote": "三星於 2026 年第二季以 24% 的出貨市占率重返全球智慧型手機市場首位" }, { "text": "蘋果 2026 年第二季出貨量年增 3%", "state": "source", "quote": "蘋果 2026 年第二季出貨量年增 3%" }, { "text": "Counterpoint Research 維持 2026 年全年全球智慧型手機出貨量年減約 14% 的預測", "state": "source", "quote": "Counterpoint Research 維持 2026 年全年全球智慧型手機出貨量年減約 14% 的預測" } ], "companies": [ "三星", "蘋果", "小米", "OPPO", "vivo", "Google", "華為", "Counterpoint Research" ], "published_at": "2026-07-17T13:08:42+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538011", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571087, "anchor": "n1571087", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571087", "title": "台積電法說也難救台股崩逾2300點創史上第二大盤中跌點法人這樣解讀", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "台股今 (17) 日盤中跌點超過 2300 點", "state": "source", "quote": "台股今 (17) 日盤中跌點超過 2300 點" }, { "text": "僅次於今年創下的 2,694.08 點史上最大跌點紀錄", "state": "source", "quote": "僅次於今年創下的 2,694.08 點史上最大跌點紀錄" }, { "text": "經理人現金水位降至 3.6%", "state": "source", "quote": "經理人現金水位降至 3.6%" }, { "text": "牛熊指標來到 9.4 極度樂觀位置", "state": "source", "quote": "牛熊指標來到 9.4 極度樂觀位置" }, { "text": "台股也須提防跌破季線 43540 點附近的風險", "state": "source", "quote": "台股也須提防跌破季線 43540 點附近的風險" } ], "companies": [ "台積電", "元大投顧", "美銀美林", "元大證券", "投資先生" ], "published_at": "2026-07-17T13:02:47+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538148", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571088, "anchor": "n1571088", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571088", "title": "神準預測師：日元明年恐貶至170 不看新聞只看技術面", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "日元明年可能貶至 1 美元兌 170 日元", "state": "source", "quote": "日元明年可能貶至 1 美元兌 170 日元" }, { "text": "目前日元約在 162.84 兌 1 美元附近", "state": "source", "quote": "目前日元約在 162.84 兌 1 美元附近" }, { "text": "日元短期最多也只可能升至約 154 兌 1 美元", "state": "source", "quote": "日元短期最多也只可能升至約 154 兌 1 美元" }, { "text": "日本政府曾在 4 月 28 日至 5 月 27 日期間投入創紀錄的 11.73 兆日元", "state": "source", "quote": "日本政府曾在 4 月 28 日至 5 月 27 日期間投入創紀錄的 11.73 兆日元" }, { "text": "約 723 億美元", "state": "source", "quote": "約 723 億美元" }, { "text": "升幅為 1 碼(0.25 個百分點)", "state": "source", "quote": "升幅為 1 碼(0.25 個百分點)" } ], "companies": [ "彭博", "Kshitij Consultancy Services", "日經", "道瓊工業指數", "日本政府退休金投資基金 (GPIF)", "日本銀行 (BOJ)" ], "published_at": "2026-07-17T13:00:24+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537571", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571089, "anchor": "n1571089", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571089", "title": "股價腰斬照喊買！野村上調鎧俠目標價看好NAND迎漲價潮", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "將目標價上調至 12.6 萬日元", "state": "source", "quote": "將目標價上調至 12.6 萬日元" }, { "text": "營業利潤預測，由先前的 7.0 兆日元調升至 7.5 兆日元", "state": "source", "quote": "營業利潤預測，由先前的 7.0 兆日元調升至 7.5 兆日元" }, { "text": "營業利潤預測從 9.8 兆日元大幅調高至 10.7 兆日元", "state": "source", "quote": "營業利潤預測從 9.8 兆日元大幅調高至 10.7 兆日元" }, { "text": "其位元價格成長率將從原先預估的 65% 上修至 70%", "state": "source", "quote": "其位元價格成長率將從原先預估的 65% 上修至 70%" }, { "text": "7 月至 9 月季度的成長預期亦從 20% 上調至 25%", "state": "source", "quote": "7 月至 9 月季度的成長預期亦從 20% 上調至 25%" }, { "text": "2026 年第二季較前一季展現了 87% 的爆發性成長", "state": "source", "quote": "2026 年第二季較前一季展現了 87% 的爆發性成長" }, { "text": "NAND 合約價格在第三季將出現 35% 至 40% 的環比漲幅", "state": "source", "quote": "NAND 合約價格在第三季將出現 35% 至 40% 的環比漲幅" } ], "companies": [ "鎧俠", "野村證券", "TrendForce", "威剛", "OpenAI" ], "published_at": "2026-07-17T13:00:21+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537510", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571090, "anchor": "n1571090", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571090", "title": "指數閃崩不慌？主動式ETF規模年增302% 成長動能為被動式的7倍", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "盤中指數重挫逾 2000 點", "state": "source", "quote": "盤中指數重挫逾 2000 點" }, { "text": "跨國股票型主動式 ETF 規模已達 1431 億元", "state": "source", "quote": "跨國股票型主動式 ETF 規模已達 1431 億元" }, { "text": "較去年底大幅增加 1075 億元", "state": "source", "quote": "較去年底大幅增加 1075 億元" }, { "text": "今年增速高達 302%", "state": "source", "quote": "今年增速高達 302%" }, { "text": "成長動能為被動式 ETF 的 7 倍", "state": "source", "quote": "成長動能為被動式 ETF 的 7 倍" }, { "text": "加權指數累積漲幅已超過 130%", "state": "source", "quote": "加權指數累積漲幅已超過 130%" }, { "text": "應用材料（AMAT）今年以來漲幅超過 125%", "state": "source", "quote": "應用材料（AMAT）今年以來漲幅超過 125%" }, { "text": "網通晶片技術領先的邁凌科技（MXL）今年以來漲幅甚至超過 400%", "state": "source", "quote": "網通晶片技術領先的邁凌科技（MXL）今年以來漲幅甚至超過 400%" } ], "companies": [ "台積電", "摩根資產管理", "應用材料", "邁凌科技" ], "published_at": "2026-07-17T12:52:46+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537995", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571091, "anchor": "n1571091", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571091", "title": "川普指控中國介入2020年大選竊取2.2億選民資料籲國會速推選舉改革法案", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "2.2 億名美國選民資料", "state": "source", "quote": "2.2 億名美國選民資料" } ], "companies": [ "川普", "中國", "美國國家情報總監 (DNI)", "美國聯邦調查局 (FBI)", "ABC", "NBC", "CNN" ], "published_at": "2026-07-17T12:40:08+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538043", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571092, "anchor": "n1571092", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571092", "title": "ZARA再關一店今年來全中國收掉10家門市", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "ZARA 已在中國關停 10 家線下門市", "state": "source", "quote": "ZARA 已在中國關停 10 家線下門市" }, { "text": "總面積近 2,000 平方公尺", "state": "source", "quote": "總面積近 2,000 平方公尺" }, { "text": "中國還有 53 家 ZARA 門市", "state": "source", "quote": "中國還有 53 家 ZARA 門市" } ], "companies": [ "ZARA", "Inditex", "Massimo Dutti", "優衣庫", "H&M" ], "published_at": "2026-07-17T12:32:04+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537476", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571093, "anchor": "n1571093", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571093", "title": "〈房產〉七都逾8成交易符合「青安3.0」總價門檻房仲：首購族購屋受限小", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "台北市總價上限 3500 萬元", "state": "source", "quote": "台北市總價上限 3500 萬元" }, { "text": "新北市及新竹縣市上限 2500 萬元", "state": "source", "quote": "新北市及新竹縣市上限 2500 萬元" }, { "text": "其餘縣市則為 2000 萬元", "state": "source", "quote": "其餘縣市則為 2000 萬元" }, { "text": "台南市 89.6%", "state": "source", "quote": "台南市 89.6%" }, { "text": "桃園市 89.0%", "state": "source", "quote": "桃園市 89.0%" }, { "text": "高雄市 88.5%", "state": "source", "quote": "高雄市 88.5%" }, { "text": "新北市也達 86.9%", "state": "source", "quote": "新北市也達 86.9%" }, { "text": "台中市、新竹縣市則分別有 82.8%", "state": "source", "quote": "台中市、新竹縣市則分別有 82.8%" }, { "text": "台北市則也有 74.8%", "state": "source", "quote": "台北市則也有 74.8%" } ], "companies": [ "永慶房屋研展中心" ], "published_at": "2026-07-17T12:25:28+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537963", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571094, "anchor": "n1571094", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571094", "title": "AMD MI450有望首度在機架層級挑戰輝達", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "並可能延續至 2027 年", "state": "source", "quote": "並可能延續至 2027 年" }, { "text": "2024 年及 2025 年因軟體限制而失去數筆大型推理訂單", "state": "source", "quote": "2024 年及 2025 年因軟體限制而失去數筆大型推理訂單" } ], "companies": [ "AMD", "輝達", "法國巴黎銀行", "超微", "ZT Systems", "博通", "Meta Platforms", "OpenAI" ], "published_at": "2026-07-17T12:20:04+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537432", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571095, "anchor": "n1571095", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571095", "title": "老將臨危受命！國泰世華銀行董事會拍板陳祖培出任董事長", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "陳祖培於集團服務超過 30 年", "state": "source", "quote": "陳祖培於集團服務超過 30 年" }, { "text": "於 7 月 17 日生效", "state": "source", "quote": "於 7 月 17 日生效" } ], "companies": [ "国泰金控", "国泰世华银行", "国泰投信" ], "published_at": "2026-07-17T12:18:49+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537988", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571096, "anchor": "n1571096", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571096", "title": "〈焦點股〉千金股萬綠叢中一點紅奇鋐5月自結EPS達8.03元", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "5 月稅後純益 31.52 億元", "state": "source", "quote": "5 月稅後純益 31.52 億元" }, { "text": "每股純益 8.03 元", "state": "source", "quote": "每股純益 8.03 元" }, { "text": "奇鋐 6 月營收 176.18 億元", "state": "source", "quote": "奇鋐 6 月營收 176.18 億元" }, { "text": "第二季營收 491.21 億元", "state": "source", "quote": "第二季營收 491.21 億元" }, { "text": "累計今年前 6 月營收 981.59 億元", "state": "source", "quote": "累計今年前 6 月營收 981.59 億元" } ], "companies": [ "奇鋐" ], "published_at": "2026-07-17T12:18:28+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537895", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571097, "anchor": "n1571097", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571097", "title": "韓國股市大跌！每30人就有1人被追保強平率飆至10%", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "全市場累計超過 120 萬槓桿散戶的賬戶觸及保證金追繳線", "state": "source", "quote": "全市場累計超過 120 萬槓桿散戶的賬戶觸及保證金追繳線" }, { "text": "每 30 名成年人中就有 1 人", "state": "source", "quote": "每 30 名成年人中就有 1 人" }, { "text": "約 3.4%", "state": "source", "quote": "約 3.4%" }, { "text": "強制清算率躍升至 10% 以上", "state": "source", "quote": "強制清算率躍升至 10% 以上" }, { "text": "過去六個月該比例的平均水準僅約 2.1%", "state": "source", "quote": "過去六個月該比例的平均水準僅約 2.1%" }, { "text": "上半年五大商業銀行家庭貸款額度已消耗超過 85%", "state": "source", "quote": "上半年五大商業銀行家庭貸款額度已消耗超過 85%" } ], "companies": [ "韓國金融監督院", "Lombard Odier", "John Woods", "韓國金融服務委員會" ], "published_at": "2026-07-17T12:15:34+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537469", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571098, "anchor": "n1571098", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571098", "title": "小摩：A股的AI回調屬「健康去槓桿」非泡沫破裂硬體供給緊俏延續至2028年", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "MSCI中國指數目標100點", "state": "source", "quote": "MSCI中國指數目標100點" }, { "text": "滬深300目標5200點", "state": "source", "quote": "滬深300目標5200點" }, { "text": "半導體ETF日均淨流入達12億元", "state": "source", "quote": "半導體ETF日均淨流入達12億元" }, { "text": "科技硬體ETF日均3.5億元", "state": "source", "quote": "科技硬體ETF日均3.5億元" }, { "text": "最新資產負債率約40%", "state": "source", "quote": "最新資產負債率約40%" }, { "text": "中國房企峰值約100%", "state": "source", "quote": "中國房企峰值約100%" }, { "text": "電信商約230%", "state": "source", "quote": "電信商約230%" }, { "text": "2027下半年才進入3奈米量產", "state": "source", "quote": "2027下半年才進入3奈米量產" }, { "text": "全球HBM大規模釋放與短缺緩解預計要到2028年全年", "state": "source", "quote": "全球HBM大規模釋放與短缺緩解預計要到2028年全年" } ], "companies": [ "摩根大通", "阿里巴巴", "亞馬遜", "台積電", "美光", "SK海力士" ], "published_at": "2026-07-17T12:10:11+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6538073", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1571099, "anchor": "n1571099", "permalink": "https://ainews.idaeo.ai/180m/20260717-15/index-zh-Hant-p6.html#n1571099", "title": "美光躍居「市場最重要股票」分析師：股價仍遭低估", "title_state": "source", "summary": "", "summary_state": "none", "facts": [ { "text": "美光股價自高點回落 30%", "state": "source", "quote": "美光股價自高點回落 30%" }, { "text": "公司正常化每股盈餘 (normalized EPS) 本益比已低於 11 倍", "state": "source", "quote": "公司正常化每股盈餘 (normalized EPS) 本益比已低於 11 倍" }, { "text": "當美光股價仍高於 900 美元時", "state": "source", "quote": "當美光股價仍高於 900 美元時" }, { "text": "股價跌破 850 美元", "state": "source", "quote": "股價跌破 850 美元" }, { "text": "每股盈餘高峰可達 194 美元", "state": "source", "quote": "每股盈餘高峰可達 194 美元" }, { "text": "悲觀情境下仍有 156 美元", "state": "source", "quote": "悲觀情境下仍有 156 美元" }, { "text": "市場普遍預估的 178 美元", "state": "source", "quote": "市場普遍預估的 178 美元" }, { "text": "美光週四慘跌 5.65%", "state": "source", "quote": "美光週四慘跌 5.65%" }, { "text": "NAND 快閃記憶體廠商 SanDisk (SNDK-US) 跌幅超過 12%", "state": "source", "quote": "NAND 快閃記憶體廠商 SanDisk (SNDK-US) 跌幅超過 12%" }, { "text": "費城半導體指數 (SOX) 重挫約 4.3%", "state": "source", "quote": "費城半導體指數 (SOX) 重挫約 4.3%" }, { "text": "Marvell (MRVL-US) 跌幅最大，較高點下跌 36%", "state": "source", "quote": "Marvell (MRVL-US) 跌幅最大，較高點下跌 36%" }, { "text": "目前僅約 13.3% 成分股仍位於 50 日移動平均線之上", "state": "source", "quote": "目前僅約 13.3% 成分股仍位於 50 日移動平均線之上" } ], "companies": [ "美光", "Trivariate Research", "SanDisk", "Marvell", "CoreWeave", "Evercore ISI" ], "published_at": "2026-07-17T12:10:09+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台灣", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6537397", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] } ] }