# AI News 180m Report｜2026-07-17 18:00–21:00 JST｜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.

## 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: 2026-07-17T17:57:46+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150013
- anchor: #n1571933
- Companies mentioned: 巨佳公司、艾奕康公司

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

## 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: 2026-07-17T17:48:55+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11150019
- anchor: #n1571934
- Companies mentioned: TikTok

Facts:
- 超過 82.7 萬人次

## 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: 2026-07-17T17:45:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150015
- anchor: #n1571935
- Companies mentioned: 阿根廷、英格蘭、國際足總、FIFA、切爾西、瑞士、埃及

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

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

- Published: 2026-07-17T17:34:33+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150022
- anchor: #n1571936
- Companies mentioned: ドイツのラインサイト、台北三創生活園区

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

## 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: 2026-07-17T17:30:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149687
- anchor: #n1571937
- Companies mentioned: Lyanne Nguyen、Andy Chiem

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

## 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: 2026-07-17T17:28:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150068
- anchor: #n1573602
- Companies mentioned: 東海大學、桓康生醫、邁諾生醫、艾博生技

Facts:
- 2026 Asia Biotechnology Exhibition
- Research teams led by five university professors
- 12 startup teams

## 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: 2026-07-17T17:21:39+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150006
- anchor: #n1571938
- Companies mentioned: 斯洛維尼亞民主黨、自由運動、台灣廠商

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

## 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: 2026-07-17T17:18:30+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150017
- anchor: #n1571939
- 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

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
- 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%

## 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: 2026-07-17T17:15:22+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11150009
- anchor: #n1571940
- Companies mentioned: 中聯油脂

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

## 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: 2026-07-17T17:13:56+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150018
- anchor: #n1571941
- 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

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

## 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: 2026-07-17T17:13:25+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11149995
- anchor: #n1571942
- Companies mentioned: 芬蘭、希臘、香格里拉集團

Facts:
- Air ticket sales surged 1240%
- 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

## 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: 2026-07-17T17:12:09+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/lifestyle/11150014
- anchor: #n1571943
- Companies mentioned: Netflix

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.

## 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: 2026-07-17T17:11:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150067
- anchor: #n1573609
- 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

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

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

- Published: 2026-07-17T17:10:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150066
- anchor: #n1573610
- Companies mentioned: 屏東縣政府、台北世貿

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

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

- Published: 2026-07-17T17:00:59+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11149954
- anchor: #n1571944
- Companies mentioned: 台北慈濟醫院

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%

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

- Published: 2026-07-17T16:32:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150021
- anchor: #n1571951
- Companies mentioned: 四方茶館、漢霖民俗說唱藝術團

Facts:
- Has been involved in performance arts for more than 四十 years

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

- Published: 2026-07-17T14:59:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150053
- anchor: #n1572807
- Companies mentioned: 彰化縣政府、運動部、中科二林園區、芳苑工業區

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

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

- Published: 2026-07-17T14:57:00+09:00
- Source: Taiwan | 風傳媒
- Original: https://www.storm.mg/article/11150052
- anchor: #n1572808
- Companies mentioned: 台中市政府地政局、中興地政事務所

Facts:
- Expected to cover approximately 1,319 land parcels
- A total area of 34.60 hectares

## 〈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: 2026-07-17T20:00:58+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538896
- anchor: #n1573512
- Companies mentioned: 基龍米克斯、台康生技、保瑞藥業、藥華醫藥

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

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

- Published: 2026-07-17T20:00:08+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538594
- anchor: #n1573513
- 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)

Facts:
- 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
- 晶片主題基金今年累計吸引創紀錄 100 億美元淨流入

## 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: 2026-07-17T20:00:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538869
- anchor: #n1573514
- Companies mentioned: 韋僑、希華

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
- 第二季營收 5.06 億元
- Up 18.36% quarter over quarter
- Up 23.97% year over year
- 1-6 月營收 9.34 億元
- Up 20.12% year over year
- 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

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

- Published: 2026-07-17T19:57:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538856
- anchor: #n1573515
- Companies mentioned: 晟德、建誼生技、Mabion、永昕

Facts:
- 全球 ADC 市場規模預計將從 2024 年約 123 億美元
- 2032 年將成長至 291 億美元
- Compound annual growth rate (CAGR) of 12.2%

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

- Published: 2026-07-17T19:50:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538860
- anchor: #n1573516
- Companies mentioned: EPFR Global Market Intelligence

Facts:
- 2026 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
- 2026 年上半年，內部人士僅購入了 69 億美元的股票
- 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

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

- Published: 2026-07-17T19:48:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538858
- anchor: #n1573517
- 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

Facts:
- 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
- 帶動川湖 6 月營收衝上 44.4 億元
- 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
- 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

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

- Published: 2026-07-17T19:45:55+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538822
- anchor: #n1573518
- Companies mentioned: 国巨、陳氏傳承股份有限公司

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

## 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: 2026-07-17T19:45:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538871
- anchor: #n1573519
- Companies mentioned: 玉山中小型股基金、證交所

Facts:
- 市值蒸發 9.6 兆元
- 上市公司市值慘烈蒸發高達 8.67 兆元
- 台股融資額度亦維持 6,000 億以上的高檔水位
- 全體上市公司市場總值為新台幣 139 兆 3,624.07 億元
- 相較於上周 (7 月 9 日) 的 148 兆 387.68 億元
- 單周市值大幅縮水 8 兆 6,763.61 億元
- a decline of about 5.86%.
- 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.

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

- Published: 2026-07-17T19:37:13+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538819
- anchor: #n1573520
- Companies mentioned: 元大台灣 50、元大台灣 50 正 2

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.
- 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.

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

- Published: 2026-07-17T19:20:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6537448
- anchor: #n1573521
- Companies mentioned: 波克夏、巴隆、蘋果

Facts:
- 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
- 第 1 季也僅買回 2.35 億美元股票
- 波克夏市值高達 1 兆美元
- 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.
- 波克夏 A 股平均股價約為 72.1 萬美元
- 波克夏買回約 80 億美元的自家股票

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

- Published: 2026-07-17T19:19:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538816
- anchor: #n1573522
- Companies mentioned: 上海航交所

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%.

## 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: 2026-07-17T19:11:33+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538789
- anchor: #n1573523
- 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

Facts:
- The index closed at its low of 42,671 points.
- Proprietary dealers sold a net NT$821.79 hundred million.
- 直接變現約 1040 億元
- 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.

## 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: 2026-07-17T19:00:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538743
- anchor: #n1572695
- 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

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.

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

- Published: 2026-07-17T18:56:25+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538753
- anchor: #n1572696
- 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

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.

## 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: 2026-07-17T18:56:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538821
- anchor: #n1572697
- Companies mentioned: 鈺祥企業、經濟部產業發展署

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%.

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

- Published: 2026-07-17T18:55:57+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538305
- anchor: #n1572698
- Companies mentioned: 寶齡富錦、TFDA、衛福部、中央健康保險署、The Lancet

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.

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

- Published: 2026-07-17T18:54:23+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538857
- anchor: #n1572699
- Companies mentioned: 台積電、光通訊、CPO、記憶體、被動元件、載板

Facts:
- I read 100 foreign broker reports.

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

- Published: 2026-07-17T18:42:41+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538818
- anchor: #n1572700
- Companies mentioned: 大立光、中美晶、群創、台積電

Facts:
- The weighted index plunged 2,953 points.
- It closed at 45,624 points.
- 成交量放大至約 1.22 兆元
- 外資賣超 1890 億元
- 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.

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

- Published: 2026-07-17T18:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538451
- anchor: #n1572701
- Companies mentioned: 月之暗面 (Moonshot AI)、DeepSeek、Google、Claude Fable 5、GPT-5.6 Sol、Sonnet

Facts:
- 2.8 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

## [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: 2026-07-17T18:36:51+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538814
- anchor: #n1572702
- 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

Facts:
- The weighted index opened lower and continued to fall today, closing down 2953.71 points at 42671.27
- 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
- 外資賣超 1890.38 億元
- 投信買超 95.02 億元
- Proprietary dealers sold a net NT$821.79 hundred million.
- 三大法人合計賣超 2617.15 億元
- 投信則連買十八日共買超 1830.77 億元
- The Philadelphia Semiconductor Index plunged 4.29%

## 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: 2026-07-17T18:15:35+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538788
- anchor: #n1572703
- Companies mentioned: 台積電、聯發科、台達電、聯電、國巨、南亞

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%
- 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

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

- Published: 2026-07-17T18:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538452
- anchor: #n1572704
- 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

Facts:
- DeepSeek 在本輪融資後的估值已大幅攀升至約 3,510 億元人民幣
- 該公司出資 4,000 萬元認購「天津礪思星靈」基金
- 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%
- 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%

## 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: 2026-07-17T18:03:31+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538723
- anchor: #n1571870
- Companies mentioned: 台虹、FCCL、台虹科技、台虹泰國廠

Facts:
- 2026 年 5 月營收爲 9.14 億元
- 5 月單稅後純益則高達 6945 萬元
- Earnings per share reached 0.26 yuan
- 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%
- 稅後純益 5.35 億元
- Earnings per share were 2.07 yuan
- 2026 年 1-6 月營收 51.12 億元
- Up 2.45% year over year
- 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

## 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: 2026-07-17T18:00:09+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538622
- anchor: #n1571871
- Companies mentioned: 中國國家發改委會、聯合國

Facts:
- 2026 World Artificial Intelligence Conference
- 八 practical actions
- 10 typical cases

## 〈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: 2026-07-17T17:56:34+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538719
- anchor: #n1571872
- Companies mentioned: 國泰證期

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
- 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%

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

- Published: 2026-07-17T17:48:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538721
- anchor: #n1571873
- Companies mentioned: 台積電、永誠資產管理處

Facts:
- Sellers generally estimate 67~67.5%
- It may break through 68%
- OCF7830 億再創新高
- CapEx 4960 億創新高
- 2026 原資本支出預期 520~560 億美元
- 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
- 市值重估利益 632 億
- Equivalent to about 2.43 yuan in non-operating contribution
- 美國額外 1000 億資本支出規劃

## 〈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: 2026-07-17T17:40:56+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538688
- anchor: #n1571874
- 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

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
- 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%

## 〈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: 2026-07-17T17:30:14+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538685
- anchor: #n1571875
- 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

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

## 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: 2026-07-17T17:22:32+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538686
- anchor: #n1571876
- Companies mentioned: 皇昌營造

Facts:
- Execution rate of 71.17%
- Average buyback price of 46.47 yuan per share
- 2026 年第一季營收 29.1 億元
- Gross margin of 13.32%
- 稅後純益 1.96 億元
- Earnings per share of 0.37 yuan
- 1-6 月營收 77.44 億元
- Year-on-year increase of 54.79%

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

- Published: 2026-07-17T17:20:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538156
- anchor: #n1571877
- 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

Facts:
- 年產能由 1000 萬輛降至 900 萬輛
- 並裁減 10 萬名員工
- 全球範圍內還將額外裁減 5 萬個職位
- 這意味著福斯集團總共將縮減 10 萬個工作崗位
- 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

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

- Published: 2026-07-17T17:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538572
- anchor: #n1571878
- Companies mentioned: 馬來西亞統計局、《彭博》、大華銀行 (UOB)

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%

## 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: 2026-07-17T17:09:47+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6538656
- anchor: #n1571879
- Companies mentioned: 華通、博智、金像電、邑昇、霖宏、鉅橡

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