AI News 180m Report

2026-07-17 18:00–21:00 JST

350 received, 350 listed, 4 sources ・ Page 4 of 4

One place for news and notices from 2 countries/regions: Japan, 203 items from 1 source; Taiwan, 147 items from 3 sources.

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

Taiwan | 風傳媒 (continued)（43）

Control Yuan censures the Hsinchu baseball stadium case; 高虹安: The violations all occurred during 林智堅’s term, and a criminal complaint has been filed

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Actual progress has reached 99.913%
  • The stadium could not drain within 30 minutes
  • Gravel larger than 3 centimeters in diameter was not removed from the topsoil

Companies mentioned：巨佳公司、艾奕康公司

Original

How can you stop bathroom tiles from getting moldy again and again? Expert recommends 1 cheap cleaning wonder product to quickly remove old mold stains without vigorous scrubbing

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Original超過 82.7 萬人次

Companies mentioned：TikTok

Original

2026 World Cup: Messi responds to “favoring 阿根廷” controversy: Whether you like it or not, we have been the best for the past 4 years

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • They staged a dramatic comeback to win 2-1
  • The 1982 Falklands War
  • 2026 FIFA World Cup in the U.S., Canada and Mexico

Companies mentioned：阿根廷、英格蘭、國際足總、FIFA、切爾西、瑞士、埃及

Original

Eyes protesting after staring at screens all day? TÜV Rheinland Syntrend shows you how to choose a comfortable display

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The exhibition runs only through the nineteenth
  • Every day at eleven a.m.
  • Eight p.m.

Companies mentioned：ドイツのラインサイト、台北三創生活園区

Original

Making 142,000 a month! Couple reveal the “easiest side hustle”: It takes just 4 hours a week, does not affect their day jobs and lets them travel abroad for 2 months

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Monthly net profit reached 6,324 Australian dollars (about NT$142,000)
  • Last year, they successfully generated annual revenue of as much as 120,000 Australian dollars (about NT$2.69 million)
  • They spend only 4 to 6 hours a week managing the shop

Companies mentioned：Lyanne Nguyen、Andy Chiem

Original

Original東海大學生醫研發再突破 腸道新藥、外泌體萃取技術亮相亞洲生技大展

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 2026 Asia Biotechnology Exhibition
  • Research teams led by five university professors
  • 12 startup teams

Companies mentioned：東海大學、桓康生醫、邁諾生醫、艾博生技

Original

One more friendly European country? Slovenia’s ruling party sends delegation to Taiwan; 林佳龍 hosts a banquet, calling it an important step toward pragmatic cooperation

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • A 15-member delegation came to Taiwan
  • 自由運動 (GS) still secured 29 seats
  • Won power four years ago

Companies mentioned：斯洛維尼亞民主黨、自由運動、台灣廠商

Original

Original台股狂殺近3000點，下周一買還逃？分析師5步驟布局：台積電法說訊號已釋

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The gross margin climbed to 67.7%
  • It fell below the 43,000-point mark
  • 台積電 plunged 180 yuan
  • It closed at 2,290 yuan
  • A decline of about 7.3%
  • Market capitalization fell below 60 trillion yuan
  • Plunged 2953.71 points
  • Closed at 42671.27 points
  • A decline of 6.47%
  • Trading value was about 1.212957 trillion yuan
  • Original上半年超過5成
  • Revenue for the first half of 2026 rose about 34% year over year
  • An initial loss of 3% to 4%

Companies mentioned：台積電、台股、晶圓代工龍頭、護國神山、蔡明翰、AI、費城半導體、魏哲家、謝金河、阮慕驊、金融時報

Original

Chiang Wan-an blasts the DPP for its arrogance! He calls on the public to protest the “tainted oil case” on 7/25, demanding that Lai Ching-te apologize and Cho Jung-tai step down

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • He will call on the public to gather and protest on Ketagalan Boulevard on July 25
  • More than half a month has passed since the 中聯油脂 contaminated oil incident

Companies mentioned：中聯油脂

Original

84-year-old Chen Tsu-pei takes the helm at Cathay United Bank; his opening move: a direct response to the fund management controversy. “Trust is most important in banking”

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • I left the banking industry about 9 years ago
  • 世華銀行 was about 30% government-owned at the time

Companies mentioned：国泰世華銀行、国泰投信、国泰金控、世華銀行、臺灣土地銀行

Original

Not Scandinavia or Japan for summer vacation! Air ticket sales to 1 country “surge 1240%”; travelers praise its scenery and safety, saying it is a must-visit

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Air ticket sales surged 1240%
  • Original入境外籍旅客就高達 2291.4 萬人次
  • The number of European travelers entering through the port grew 31.6% from the same period last year
  • The total number of foreign nationals entering the country rose more than 20.6% year over year
  • More than 45.2% of them were traveling for leisure
  • An increase of more than 25.7% from last year
  • Foreign travelers entering and leaving through Shenzhen Airport totaled 1.034 million trips
  • Air ticket sales to 芬蘭 travelers surged 12.4 times
  • The number of travelers flying to Yili (Yining) and Nyingchi surged 6.3 times from the same period last year

Companies mentioned：芬蘭、希臘、香格里拉集團

Original

Netflix’s “1 hit series” finale streams today! Its previous season earned a perfect 100% on Rotten Tomatoes, leaving fans in tears: “We can’t bear to say goodbye” | Where to watch online

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The third season also earned a perfect 100% score
  • The film continues the story from the third season of the series. Nick is about to leave home for college, while Charlie is also beginning to build a life on campus. The two, who once only had to worry about how to confess their feelings and come out, now face more realistic questions for the first time: As their lives gradually head in different directions, can a relationship that began in high school last into adulthood?
  • 《戀愛修課：直到永遠》（Heartstopper Forever） premieres worldwide on July 17, 2026.

Companies mentioned：Netflix

Original

Limited-time, limited-quantity “關公乖乖” is here! Taoyuan’s Daxi Old Street offers 3 family-friendly cultural itineraries this summer, with free experiences featuring deity performers and classic films

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • The deity performer culture experience week and artisan workshops begin on July 25 and August 1
  • The open-air heritage courtyard movie night takes place on August 15

Companies mentioned：桃園市政府、大溪形象商圈、樂天桃園棒球場、普濟堂、乖乖、桃園市經發局、大溪形象商圈發展協會、大溪木藝生態博物館、街角館、百年古剎普濟堂

Original

Taipei Travel Fair kicks off! Pingtung creates a “city amusement park” to capture summer business, with gifts up for grabs for qualifying purchases

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Spend NT$699 or more
  • Total value of more than NT$14 million
  • Spend NT$1,000 or more in a single transaction

Companies mentioned：屏東縣政府、台北世貿

Original

九-year-old has 15-centimeter tumor in abdomen; completely removed in surgery, with good recovery

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • A giant tumor more than 15 centimeters in diameter
  • The overall recurrence rate is about 15% to 30%
  • The recurrence rate can be as high as 80%

Companies mentioned：台北慈濟醫院

Original

Performance artist 王振全 creates 四方茶館, using everyday conversation to restore warmth to human connections

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Has been involved in performance arts for more than 四十 years

Companies mentioned：四方茶館、漢霖民俗說唱藝術團

Original

New Changhua Erlin Lohas Sports Center project breaks ground to provide a more comprehensive and diverse sports space

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • 運動部 subsidizes NT$100 million
  • With the support of Speaker 謝典霖 and all county councilors, the county government is contributing NT$282 million of its own funds
  • The total project budget is NT$382 million
  • Plans are underway for a comprehensive sports park covering 4 hectares
  • Plans call for an outdoor 200-meter track

Companies mentioned：彰化縣政府、運動部、中科二林園區、芳苑工業區

Original

Protecting public rights: Taichung promotes digitized land surveying, while Zhongxing Land Office raises awareness and promotes digital service counters

Published ・ Source Taiwan | 風傳媒

Summary not yet available

Facts

  • Expected to cover approximately 1,319 land parcels
  • A total area of 34.60 hectares

Companies mentioned：台中市政府地政局、中興地政事務所

Original

Taiwan | 鉅亨網（32）

〈Asian Biotech Expo〉Hsiao Bi-khim: Biotech is one of the industries vital to national security; hopes to connect the industry with the world

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 2026 Asian Biotech Expo
  • 台康生技 (6589-TW)
  • 保瑞藥業 (6472-TW)
  • 藥華醫藥 (6446-TW)

Companies mentioned：基龍米克斯、台康生技、保瑞藥業、藥華醫藥

Original

AI chip stocks fluctuate after gains; fund managers shift toward cloud giants, software and financials

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original大型雲端服務商今年資本支出將年增 76% 至 6730 億美元
  • The growth rate is expected to fall to 25% in 2027
  • It is expected to slow further to just 6% in 2028
  • The Philadelphia Semiconductor Index, despite recently retreating nearly 18% from its June peak
  • The bond oversubscription ratio fell from nearly 5 times in February to less than 2 times in July
  • About 70% of data center projects face varying degrees of local opposition
  • Original晶片主題基金今年累計吸引創紀錄 100 億美元淨流入

Companies mentioned：微軟 (MSFT-US)、亞馬遜 (AMZN-US)、Alphabet(GOOGL-US)、Meta(META-US)、瑞銀 (UBS)、愛德蒙得洛希爾資產管理公司 (Edmond de Rothschild Asset Management)、輝達 (NVDA-US)、博通 (Broadcom)(AVGO-US)、美光 (Micron)(MU-US)、艾司摩爾 (ASML-US)、台積電 (TSM-US)、美銀 (BofA)、LFG+ZEST、Apollo、國際清算銀行 (BIS)、Empirical Research、DWS、晨星 (Morningstar)、富達投資 (Fidelity Investments)

Original

韋僑 sets a dividend of NT$2.4, with ex-dividend trading on Aug. 4; strong first-half performance is expected to continue climbing in the second half

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 韋僑 closed today at NT$115.5
  • Cash dividend yield of 2.08%
  • Up 2.76% month over month
  • Up 26.62% year over year
  • Original第二季營收 5.06 億元
  • Up 18.36% quarter over quarter
  • Up 23.97% year over year
  • Original1-6 月營收 9.34 億元
  • Up 20.12% year over year
  • Original全年營收將突破 2025 年營收歷史新高的 16.07 億元水準
  • First-half 2026 earnings per share are estimated at NT$3.5
  • Full-year earnings are projected at NT$7-7.5

Companies mentioned：韋僑、希華

Original

晟德-backed 建誼生技 partners with Poland’s Mabion to enter the European CDMO market

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original全球 ADC 市場規模預計將從 2024 年約 123 億美元
  • Original2032 年將成長至 291 億美元
  • Compound annual growth rate (CAGR) of 12.2%

Companies mentioned：晟德、建誼生技、Mabion、永昕

Original

U.S. stocks fluctuate near highs as corporate insiders’ stock sales hit their second-highest level in 20 years

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original2026 年上半年，美國企業內部人士共售出價值 776 億美元的股票
  • A sharp 20% increase from the same period last year
  • Original2026 年上半年，內部人士僅購入了 69 億美元的股票
  • Original去年同期創下的 7 年低點 (67 億美元)
  • The S&P 500 has risen 10% so far this year

Companies mentioned：EPFR Global Market Intelligence

Original

Additional orders for 10,000 racks from North American cloud customers boost prospects for 川湖’s server rails through 2027

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original北美雲端大客戶近期大幅追加次世代平台訂單約 1.3 萬櫃
  • Analysts are optimistic that 川湖 holds as much as 90% of the overall server rail market
  • Original帶動川湖 6 月營收衝上 44.4 億元
  • Original單季營收更季增 98.5% 達 108.2 億元
  • 川湖’s high-margin server business accounted for 93% of revenue in the first quarter of 2026
  • The output value of next-generation single-rack rails is up 20% to 35% from the previous platform
  • Original預期 2026 年美系四大業者資本支出將年增 86%
  • General-purpose server shipments rose 23% year over year

Companies mentioned：川湖、北美雲端大客戶、美系客戶、雲端服務大廠、美系四大業者

Original

Yageo* denies rumors that a major shareholder released pledged shares and sold them, saying it has received no filings or notification

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Currently holds 141,441,068 shares of Yageo
  • Equivalent to 6.82% of the company’s total shares issued

Companies mentioned：国巨、陳氏傳承股份有限公司

Original

A brutal “every man for himself” deleveraging purge! Taiwan stocks shed NT$9.6 trillion in a single day and NT$8.6 trillion in a week

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original市值蒸發 9.6 兆元
  • Original上市公司市值慘烈蒸發高達 8.67 兆元
  • Original台股融資額度亦維持 6,000 億以上的高檔水位
  • Original全體上市公司市場總值為新台幣 139 兆 3,624.07 億元
  • Original相較於上周 (7 月 9 日) 的 148 兆 387.68 億元
  • Original單周市值大幅縮水 8 兆 6,763.61 億元
  • a decline of about 5.86%.
  • Original本周集中交易市場總成交金額達 5 兆 5,870.97 億元
  • The three major institutional investors collectively pulled NT$3,807.78 hundred million out of Taiwan stocks.
  • Foreign investors sold a net NT$3,102.42 hundred million.
  • Proprietary dealers sold a net NT$1,248 hundred million.

Companies mentioned：玉山中小型股基金、證交所

Original

Taiwan stocks battered! The fourth institutional investor says “the ammunition isn’t gone yet”; 0050 and 00631L set single-day trading value records

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 00631L recorded NT$528.2 hundred million and NT$297.9 hundred million, respectively.
  • 0050 saw net subscriptions totaling NT$172.7 hundred million in a single day.
  • 00631L reached NT$127.9 hundred million.
  • Foreign investors’ selling in Taiwan stocks has been fierce; they sold a net NT$9,511 hundred million in listed Taiwan stocks in the first half alone.
  • Original同期間透過台股 ETF 進場超過 1 兆元
  • Monthly subscription amounts reached NT$3,038 hundred million, respectively.

Companies mentioned：元大台灣 50、元大台灣 50 正 2

Original

Good news for 波克夏 shareholders! 巴隆 estimates accelerated Q2 share repurchases, with a scale of up to US$11 billion

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original波克夏第 2 季回購自家股票的金額可能介於 50 億美元至 110 億美元之間
  • Original第 1 季也僅買回 2.35 億美元股票
  • Original波克夏市值高達 1 兆美元
  • Original每年具備回購 500 億美元以上股票的能力
  • Holds 18 ten-thousand 8290 A shares.
  • It also holds 1162 B shares.
  • Its stake accounts for 13.2% of 波克夏’s shares outstanding.
  • 波克夏 had about 142 ten-thousand 6446 A shares outstanding at the time.
  • That was a decrease of more than 1.1 ten-thousand shares from the number disclosed in the April 14 proxy statement.
  • Original波克夏 A 股平均股價約為 72.1 萬美元
  • Original波克夏買回約 80 億美元的自家股票

Companies mentioned：波克夏、巴隆、蘋果

Original

〈Shipping Index〉Rising supply sends freight rates lower; SCFI falls for 2 straight weeks, decline on US West Coast route narrows

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • It fell another 104.52 points from last week to 3,080.31 points.
  • The decline was 3.28%.
  • Rates on the US West Coast route fell from about US$6,400-6,600 to US$5,800-6,000.
  • Rates on the US East Coast route held at around US$8,900.
  • Down 3.51%.
  • Rates from the Far East to the Mediterranean fell US$86 per TEU to US$4,475.
  • The decline was 1.89%.
  • The decline was 8%.
  • Rates from the Far East to the US East Coast bucked the trend, rising US$38 per FEU to US$8,172.
  • The increase was 0.47%.

Companies mentioned：上海航交所

Original

Original台股崩近3千點 外資殺出史上第一大賣超1890億元 狂砍台積電千億元

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The index closed at its low of 42,671 points.
  • Proprietary dealers sold a net NT$821.79 hundred million.
  • Original直接變現約 1040 億元
  • Original台積電就調節超過 4.4 萬張
  • 力積電 and 聯電 also saw a combined 16 ten-thousand lots sold.
  • The three major institutional investors sold a combined NT$2,617.15 hundred million today.
  • Foreign investors sold a net NT$1,890.39 hundred million, marking 11 consecutive sessions of net selling.
  • Proprietary dealers sold a net NT$821.79 hundred million, their 2nd consecutive session of net selling.
  • Investment trusts bought a net NT$95.03 hundred million, their 18th consecutive session of net buying.
  • Foreign investors added 1,736 short contracts.

Companies mentioned：台積電、聯電、力積電、群創、仁寶、玉山金、中信金、華邦電、京元電

Original

AI chip stocks freeze up! The Philadelphia Semiconductor Index has retreated 19% from its June high, just one step away from a bear market

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The 費城半導體指數 fell about 19% on Thursday (the 16th) from its June 22 record high.
  • The Philadelphia Semiconductor Index plunged 4.3% on Thursday.
  • The Philadelphia Semiconductor Index fell 8.43% for the week.
  • 邁威爾 has retreated nearly 40% from its high.
  • FactSet estimates that semiconductor industry earnings growth will reach 131% in Q2 this year.

Companies mentioned：費城半導體指數、金融、零售、運輸、邁威爾、鎧俠、Sandisk、西部數據、FactSet、台積電、高盛、微軟、亞馬遜、Schwab、Alphabet、Tesla

Original

Taiwan’s hardest-to-book buffet opens in Taichung; 漢來美食 chair vows no price hikes this year

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Only 300 seats are planned.
  • The total floor area is as large as 500 ping.
  • The annual reservation rate exceeds 90%.
  • There are 6 locations across Taiwan.

Companies mentioned：漢來美食、島語、漢神洲際、台北島語、台南南紡、漢來海港餐廳

Original

Taking on the limits of 2-nanometer ultra-low contamination! 鈺祥企業 leads the “Southern Talent Sustainability and Smart Transformation Expo” with circular technology

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Semiconductor manufacturing is advancing to 2-nanometer and smaller advanced nodes.
  • High-spec chemical filters can be regenerated and reused up to 10 times.
  • Regenerable chemical filters and cartridges can reduce carbon emissions by more than 85%.
  • This model can cut filter ownership and maintenance costs by up to about 40%.

Companies mentioned：鈺祥企業、經濟部產業發展署

Original

寶齡富錦 kidney disease drug wins approval for new drug registration from TFDA

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • About 8 to 9 ten-thousand people in Taiwan receive dialysis treatment each year.
  • Dialysis-related medical expenses in 2024 were about NT$460 hundred million.
  • The prevalence of CKD in Taiwan is about 11.93%.
  • The number of patients is estimated to exceed 200 ten-thousand.

Companies mentioned：寶齡富錦、TFDA、衛福部、中央健康保險署、The Lancet

Original

Don’t rush to sell after a plunge! These are the stocks you should really sell

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • I read 100 foreign broker reports.

Companies mentioned：台積電、光通訊、CPO、記憶體、被動元件、載板

Original

Good stocks facing scary stories: 大立光, 中美晶, 群創

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The weighted index plunged 2,953 points.
  • It closed at 45,624 points.
  • Original成交量放大至約 1.22 兆元
  • Original外資賣超 1890 億元
  • Original自營商賣超 821 億元
  • Margin financing rose nearly 80% year over year.
  • Index gain (about 60%).
  • Gross margin trend (67.7% → about 66%).
  • Estimated support zone: 40,000–42,000 points.
  • June revenue: up 46.62% year over year.
  • Q2 revenue: up 38.9% year over year.

Companies mentioned：大立光、中美晶、群創、台積電

Original

World’s largest open-source model Kimi K3 released, with 2.8 trillion parameters aiming for the AI summit

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original2.8 兆 (2.8T) 參數
  • About 75% larger than DeepSeek V4 Pro
  • An Elo score of 1679
  • A hallucination rate of 51%
  • Input pricing is 20 yuan per million tokens
  • If the cache is hit, the price drops sharply to 2 yuan
  • At least 64 accelerators are required

Companies mentioned：月之暗面 (Moonshot AI)、DeepSeek、Google、Claude Fable 5、GPT-5.6 Sol、Sonnet

Original

[Stocks surging on heavy volume roundup] [Taiwan stocks plunge] Has 台積電 run out of good news? Don’t run! I’m only doing this!

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The weighted index opened lower and continued to fall today, closing down 2953.71 points at 42671.27
  • Original加權指數今日開低走低，終場下跌 2953.71 點，收在 42671.27 ，成交量 12129.57 億
  • Original外資賣超 1890.38 億元
  • Original投信買超 95.02 億元
  • Proprietary dealers sold a net NT$821.79 hundred million.
  • Original三大法人合計賣超 2617.15 億元
  • Original投信則連買十八日共買超 1830.77 億元
  • The Philadelphia Semiconductor Index plunged 4.29%

Companies mentioned：台積電、鴻海、聯發科、國泰金、富邦金、中信金、輝達、超微、博通、日馳、亞諾法、ABC-KY、醣聯、迅杰、南良、宏碁資訊、保勝光學、昇達科、千附

Original

A record for the biggest point loss in Taiwan stock market history! Understand the truth behind the indiscriminate selling; these 三 major signs of stabilization emerging are the real buy signal!

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The weighted index closed down 2953 points
  • It closed at 42671 points
  • Down 6.47%
  • 台積電 (2330-TW) closed at 2290 yuan
  • Down 180 yuan
  • Second-quarter earnings per share reached 27.25 yuan
  • The 2026 target for U.S. dollar revenue growth was raised from the original more than 30% to slightly above 40%
  • Original全年資本支出也提高至 600 億至 640 億美元
  • Initial yields and depreciation are expected to dilute gross margin by about 3 to 4 percentage points

Companies mentioned：台積電、聯發科、台達電、聯電、國巨、南亞

Original

DeepSeek valued at more than 350 billion yuan, launches new funding round and reportedly eyes STAR Market listing

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • OriginalDeepSeek 在本輪融資後的估值已大幅攀升至約 3,510 億元人民幣
  • Original該公司出資 4,000 萬元認購「天津礪思星靈」基金
  • Original該基金已將全數 29 億元實繳資金透過間接方式投資於 DeepSeek
  • Based on its 0.8265% equity stake
  • 開潤股份’s final stake after looking through the ownership structure is only about 0.0114%
  • Original港股通恒生科技 ETF(520840-CN) 與 DeepSeek 指數的成分股重合率高達 73.75%

Companies mentioned：DeepSeek、開潤股份、寧波浦潤、天津礪思星靈、騰訊、寧德時代、網易、京東、恒生科技 ETF

Original

Original台虹優化銷售結構奏功 自結5月淨利6945萬元年增8倍 EPS 0.26元

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original2026 年 5 月營收爲 9.14 億元
  • Original5 月單稅後純益則高達 6945 萬元
  • Earnings per share reached 0.26 yuan
  • Original台虹 2025 年全年營收 106.09 億元
  • An increase of 6.75% year over year
  • Gross margin was 19.24%
  • Original稅後純益 5.35 億元
  • Earnings per share were 2.07 yuan
  • Original2026 年 1-6 月營收 51.12 億元
  • Up 2.45% year over year
  • Original台虹 2026 年第二季營收 26.96 億元
  • Up 11.62% quarter over quarter
  • Down 2.4% year over year

Companies mentioned：台虹、FCCL、台虹科技、台虹泰國廠

Original

Original中國發布《人工智能合作發展行動計畫》 八大行動回應聯合國倡議

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • 2026 World Artificial Intelligence Conference
  • 八 practical actions
  • 10 typical cases

Companies mentioned：中國國家發改委會、聯合國

Original

〈Taiwan dollar〉Taiwan stocks post record point loss; forex market sees record trading volume as central bank strives to stabilize currency; depreciates 3.9 cents

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Taiwan’s weighted stock index posts the most alarming single-day point loss in history, falling 2953.71 points
  • Down 6.47%
  • The New Taiwan dollar also at one point plunged to 32.416
  • It closed at 32.288 per U.S. dollar
  • Depreciating 3.9 cents
  • Original台北外匯經紀公司成交值則飆出 31.79 億美元的史上新天量
  • The New Taiwan dollar opened today at 32.25, down 0.1 cents
  • By the afternoon, it hit the day’s low of 32.416
  • The high-low spread was 1.66 jiao
  • The Korean won depreciated nearly 0.3%
  • The New Taiwan dollar closed down 0.12%
  • The Singapore dollar, Thai baht and renminbi edged down about 0.05%

Companies mentioned：國泰證期

Original

Chairman C.C. Wei’s earnings-call responses are getting shorter, hurting the call’s performance

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Sellers generally estimate 67~67.5%
  • It may break through 68%
  • OriginalOCF7830 億再創新高
  • OriginalCapEx 4960 億創新高
  • Original2026 原資本支出預期 520~560 億美元
  • Original調整為 600~640 億美元
  • 56~58% guidance
  • The market’s expectation of 60~60.5%
  • Q2 benefited from the disposal of World’s 5347 equity stake
  • Original市值重估利益 632 億
  • Equivalent to about 2.43 yuan in non-operating contribution
  • Original美國額外 1000 億資本支出規劃

Companies mentioned：台積電、永誠資產管理處

Original

〈Hong Kong stocks after the close〉Technology and AI sectors lose steam; Hang Seng Index falls 1.78%; 智譜 plunges more than 28%

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The Hang Seng Index fell 1.78%
  • The Hang Seng Tech Index plunged 4.37%
  • 智譜 (Zhipu) plunged 28.49% in a single day
  • Closed at HK$1107
  • Original成交額高達 179.3 億港元
  • MiniMax plunged more than 15%
  • 摯達科技 fell more than 19%
  • 快手 fell 7.76%
  • 騰訊控股 fell 4.63%
  • 美團 and 阿里巴巴 fell 3.68% and 4.07%, respectively
  • 中芯國際 plunged 9.97%

Companies mentioned：智譜、MiniMax、摯達科技、快手、騰訊控股、阿里巴巴、美團、中芯國際、華虹宏力、兆易創新、建滔積層板、東方海外國際、電能實業、海通國際、中信證券

Original

Original〈陸股盤後〉全球科技股賣壓加劇 科創板重挫逾7% 滬指失守三千八大關

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The Shanghai Composite Index (SSEC) fell below the 3800 threshold
  • The ChiNext and STAR 50 indexes both plunged more than 7%
  • The Shanghai Composite closed down 3.05% at 3764.15 today
  • The Shenzhen Component Index (SZI) closed down 5.4% at 13706.88

Companies mentioned：中京電子、兆易創新、大為股份、德明利、華天逾科技、昭衍新藥、百誠醫藥、百奧賽圖、皓元醫藥、泓博醫藥、益諾思、長光華芯、長飛光纖、光迅科技、中興通訊、長江通訊、炬光科技、鼎通科技、天孚通訊、康龍化成、深南電 A、湖南發展、樂山電力、桂冠電力、湘財股份、建設銀行、中國國家能源局、Wind、大智慧 VIP、東方財富證券、國泰海通證券、廣發證券、方正證券

Original

皇昌營造’s share buyback program expired today, with an execution rate of 71%; average repurchase price was 46.47 yuan per share

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Execution rate of 71.17%
  • Average buyback price of 46.47 yuan per share
  • Original2026 年第一季營收 29.1 億元
  • Gross margin of 13.32%
  • Original稅後純益 1.96 億元
  • Earnings per share of 0.37 yuan
  • Original1-6 月營收 77.44 億元
  • Year-on-year increase of 54.79%

Companies mentioned：皇昌營造

Original

Volkswagen's massive layoffs sound alarm over "German manufacturing"; experts say China's the only way out

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original年產能由 1000 萬輛降至 900 萬輛
  • Original並裁減 10 萬名員工
  • Original全球範圍內還將額外裁減 5 萬個職位
  • Original這意味著福斯集團總共將縮減 10 萬個工作崗位
  • Original汽車產業在德國直接與間接支撐了高達 300 萬個工作機會
  • Revenue at Volkswagen, 賓士 and BMW fell 4.3% year on year in the first quarter of this year
  • The global market average, meanwhile, grew 1.7%
  • Volkswagen even plans to cut its total number of models by as much as 50% before 2030

Companies mentioned：福斯集團、Volkswagen、BMW、賓士、Mercedes-Benz、安永、EY、中國歐盟商會、小鵬汽車、奧迪、上汽集團、寧德時代、Momenta、德國汽車工業協會

Original

Strong rebound in technology and exports; Malaysia's economy grows 5.8% in second quarter

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Malaysia's gross domestic product (GDP) grew 5.8% year on year in the second quarter of 2026
  • The 5.2% median forecast in 《彭博》's survey
  • First-quarter growth of 5.4%
  • Mining rebounded strongly, with year-on-year growth of 10.2%
  • The construction industry also grew 6.6%
  • Malaysia's inflation rate fell to 1.9% in June
  • Analysts' forecast of 2%
  • The ringgit slipped 0.2% against the U.S. dollar
  • Malaysia's economy grew 5.6% overall in the first half of 2026
  • The 4.5% recorded in the same period last year
  • Full-year growth forecast of 4.5%

Companies mentioned：馬來西亞統計局、《彭博》、大華銀行 (UOB)

Original

Major fundraising plans by PCB makers: 華通 to raise 8.61 billion yuan through a cash capital increase; 博智 also plans to raise 5 billion yuan through a bond issue

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Original籌資 86.1 億元
  • Original募逾 50 億元
  • Original完成募集 101.59 億元
  • Original首營收 15.36 億元
  • Gross margin of 24.05%
  • Original稅後純益 1.96 億元
  • Earnings per share of 3.29 yuan
  • Original營收 31.29 億元
  • Year-on-year increase of 33.1%

Companies mentioned：華通、博智、金像電、邑昇、霖宏、鉅橡

Original

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