Original外資匯出潮未歇 新台幣摜破32.4元重貶逾1.4角
Summary not yet available
Facts
- Foreign investors recorded net sales of 189 billion
- Breaks below the 32.4 level
- Hits a low of 32.432
- Original貶值1.44角
Companies mentioned：AI
2026-07-20 09:00–12:00 JST
165 received, 165 listed, 4 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Japan, 88 items from 1 source; Taiwan, 77 items from 3 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 中央社 CNA (continued)（33）
Hong Kong stocks rebound at the open this morning; AI and chip stocks recover
Summary not yet available
Facts
- Down just 1.78%
- Up 320 points
- To 24,882 points
- Up 1.3%
Companies mentioned：中國證監會、中國國新、中國誠通
國泰金 survey: 57% of respondents expect Taiwan stocks to climb above 50,000 in the second half
Summary not yet available
Facts
- 57% of respondents believe the Taiwan weighted index will peak above 50,000 in the second half of this year
- 37% expect the low in the second half to hold above 44,000
- Above 50,000
- Above 44,000
- 27% of respondents believe the Taiwan stock index will peak between 50,000 and 52,000 in the second half
- 20% believe it will be between 52,000 and 54,000
- 10% expect the peak to exceed 54,000
- 26% of respondents expect it to fall below 40,000
- The current economic conditions optimism index falls to 25.8
- The outlook optimism index falls to 20.3
- The major-purchase intention index falls to 20.7
- The durable-goods purchase intention index falls to -2.1
- The public's optimism index for Taiwan stocks edges down to 53.5
- The risk appetite index edges down to 39
- Taiwan's economic growth rate in 2026 is 9.64%
Companies mentioned：國泰金、國泰人壽、國泰世華銀行、美國聯準會（Fed）、行政院主計總處
Exclusive offers for Kaohsiung residents: free admission to 5 attractions on Japan's Sado Island
Summary not yet available
Facts
- Sado Gold Mine was inscribed as a World Cultural Heritage site in July 2024
Companies mentioned：高雄市政府、新潟縣佐渡市、Kirarium佐渡、佐渡奉行所、相川鄉土博物館、佐渡國小民俗博物館、朱鷺之森公園、英國領事館文化園區、鳳儀書院、紅毛港文化園區
UK maritime agency: Vessel catches fire in the Strait of Hormuz
Summary not yet available
Facts
- 8 nautical miles northwest of Kumzar, Oman
- About 1/5 of the world's crude oil and liquefied natural gas (LNG) shipments must pass through this waterway
Companies mentioned：UKMTO、CNN、美聯社、美國、伊朗、以色列
Argentina fans bid tearful farewell to Messi after World Cup final loss to Spain
Summary not yet available
Facts
- 39-year-old Messi
- Sicero, a 22-year-old architecture student
- Torres, a 62-year-old Argentina fan
- Lost 0-1
Companies mentioned：Cafe Relax、Lionel Messi、Camilo Cichero、Ferran Torres、Abel Torres、Javier Milei
Original布倫特原油期貨升破每桶90美元 創6月以來新高
Summary not yet available
Facts
- At US$90.50 a barrel
- At US$84.46 a barrel
Companies mentioned：布倫特、荷莫茲海峽、法新社、中央社
Taiwan stocks open higher then swing lower, fluctuating nearly 900 points; 43,000 gained and lost
Summary not yet available
Facts
- Fluctuate nearly 900 points
- Reach a high of 43,084.51 points
- Hit a low of 42,188.06 points
- 台積電 opened above NT$2,300.
- It rose as much as NT$50 in morning trading, reaching NT$2,340.
- It moved above the quarterly moving average at NT$2,328.
- 鴻海 rose more than 1%, reaching a high of NT$237.5.
- 聯發科 climbed to a high of NT$3,435.
- The share price briefly turned negative, reaching NT$3,260.
- It fell NT$110.
Companies mentioned：台積電、鴻海、聯發科
Original紐約市長擬聯大逮人 以總理辦公室批應專注市政
Summary not yet available
Facts
- The Palestinian Islamist group Hamas (Hamas) launched a brutal cross-border attack on Oct. 7, 2023.
- Original總部設於海牙的國際刑事法院2024年表示
Companies mentioned：紐約市、聯合國、國際刑事法院、紐約市警察局、以色列、俄羅斯
Original西班牙世足奪冠 耶馬故鄉羅卡豐達陷入狂歡
Summary not yet available
Facts
- Original西班牙今天在世界盃決賽以1比0擊敗衛冕軍阿根廷
- 19-year-old Yamal.
- After every goal, Yamal salutes 羅卡豐達 with his signature "304" gesture.
Companies mentioned：西班牙、阿根廷、巴塞隆納、馬德里、畢爾包、摩洛哥、赤道幾內亞、羅卡豐達、馬塔洛市
Chip shares lead losses as U.S.-Iran tensions persist; South Korean stocks open sharply lower.
Summary not yet available
Facts
- The Korea Composite Stock Price Index (KOSPI) opened sharply lower this morning, falling 177.02 points.
- A decline of 2.6%.
- Shares in both companies fell more than 8%.
- Brent crude futures climbed back above $90 a barrel.
Companies mentioned：晟碟、美光
The New Taiwan dollar opened up 0.8 fen at 32.28.
Summary not yet available
Facts
- The New Taiwan dollar opened at 32.28 against the U.S. dollar today.
- The New Taiwan dollar opened in a range of 32.28 to 32.375 against the U.S. dollar.
Companies mentioned：中央社
Original板橋2樓公寓清晨竄濃煙 1男命危送醫搶救
Summary not yet available
Facts
- Firefighters quickly dispatched 13 vehicles and 35 personnel to the scene.
- The fire was extinguished in about 10 minutes.
- A total of 4 square meters of mattresses burned.
Companies mentioned：亞東醫院
Taiwan stocks opened up 121.88 points.
Summary not yet available
Facts
- The weighted index stood at 42793.15 points.
- Trading value totaled NT$15.599 billion.
Original西班牙粉碎阿根廷衛冕夢 梅西含淚飲恨
Summary not yet available
Facts
- Original西班牙在延長賽攻入致勝分，終場以1比0勝出
- Messi, who scored 8 goals and provided 4 assists at this World Cup.
- Original也未能攻進追平法國球星姆巴佩（Kylian Mbappe）世界盃生涯累計22球紀錄的一球
Companies mentioned：西班牙、阿根廷、埃及、英格蘭、法國
3 U.S. troops killed in the Middle East; U.S. military launches airstrikes on Iran for 8th straight night in retaliation.
Summary not yet available
Facts
- Iran directly attacked a military facility in Jordan on the 17th, killing 2 U.S. troops.
- A 3rd servicemember has died, killed while handling unexploded ordnance from a crashed Iranian drone in northern Iraq.
Companies mentioned：美國中央司令部、伊朗革命衛隊
Original技術精湛掌控中場 西班牙羅德里獲世足金球獎
Summary not yet available
Facts
- Rodri, 30, this year.
- Goalkeeper Unai Simon conceded just 1 goal in 8 matches.
- The team went 38 consecutive international matches unbeaten.
- 19-year-old Cubarsi.
- A passing accuracy of 98%.
- He made just 5 errors in 294 passes.
- Original西班牙在本屆世足8場比賽中總共進了14球
- Those 14 goals were scored by eight different players.
- The team's 16 goals on its path to the title.
- They came from 10 different players.
Companies mentioned：西班牙、曼城、兵工廠、義大利
Iran's Revolutionary Guard says it struck Syria's al-Tanf, seeking revenge for 3 fallen soldiers.
Summary not yet available
Facts
- 3 soldiers were killed.
Companies mentioned：伊朗伊斯蘭革命衛隊、法新社、伊朗法爾斯通訊社
Deleveraging across global stock markets leaves positions unsettled; Taiwan stocks watch to see whether 台積電 can stabilize.
Summary not yet available
Facts
- The Dow Jones Industrial Average fell 406.55 points, or 0.77%, at the close on the 17th.
- The Dow Jones Industrial Average fell 406.55 points, or 0.77%, on the 17th, closing at 52146.42 points.
- The S&P 500 fell 76.08 points, or 1.01%
- The S&P 500 fell 76.08 points, or 1.01%, to close at 7457.69 points.
- The tech-heavy Nasdaq fell 361.70 points, or 1.4%.
- The tech-heavy Nasdaq fell 361.70 points, or 1.4%, to close at 25520.25 points.
- The Philadelphia Semiconductor Index fell 193.612 points, or 1.63%.
- The Philadelphia Semiconductor Index fell 193.612 points, or 1.63%, to close at 11673.891 points.
Companies mentioned：台積電、昇陽半導體、Foxconn（Far East）Limited、聯華、南亞、華邦電、富邦公司治理ETF、富邦特選高股息30、FT台灣Smart、富邦台灣中小、中信台灣智慧50
New Taipei, Changhua and Hualien brace for high temperatures; Wu Derong says to watch for severe afternoon thunderstorms today and tomorrow.
Summary not yet available
Facts
- Temperatures above 36 degrees Celsius
- 22 to 26.
- 27 to 29.
Companies mentioned：中央社、中央氣象署、中央大學、氣象應用推廣基金會
Chan Hao-ching and her partner win the Athens Open, ending a 2-year wait for a WTA Tour title.
Summary not yet available
Facts
- A 2-year “drought” without a WTA Tour title
- Taiwanese player Chan Hao-ching, 32.
- The 22nd WTA Tour doubles title of her career.
Companies mentioned：WTA、雅典女網賽、中央社
Taiwan | 風傳媒（31）
Chinese tourists are no longer going to Japan! Mainland visitors flock to 2 Taiwan counties and cities, surging to 300,000; the destinations offer distinctive attractions, convenient transport and plenty of food.
The number of Chinese tourists visiting Taiwan's Kinmen and Matsu has topped 300,000 visits as cross-strait tourism exchanges gradually resume. 国台办 called for restrictions to be lifted as soon as possible to promote cross-strait tourism cooperation.
Companies mentioned：国台办、中国文化和旅游部
Government payments arrive today! The senior farmers' allowance offers up to 8110 yuan; see the payment dates for 14 benefits, including labor insurance annuities.
台湾政府 will issue farmers' retirement savings and the senior farmers' allowance on July 20, with up to 8110 yuan available. Another 14 related payments will be issued by the end of July.
Companies mentioned：台湾政府
Why can't the military retain personnel? Volunteer service members would rather pay 20 million than leave early; a retired general points to a vicious cycle: food delivery is a better option.
In Taiwan’s armed forces, many volunteer soldiers are choosing to leave the military and pay breach-of-contract fees because of poor treatment and overwork. A former deputy commander of the Air Force noted that “being a delivery worker is better,” as a serious personnel shortage and vicious cycle continue.
Messi and Mbappe both outshone! 2026 World Cup MVP revealed: played all 8 matches and dominated at both ends of the field.
The 2026 World Cup concluded its full schedule on the 20th, Taiwan time. Spain defeated Argentina 1-0 to win the title; Rodri won the Golden Ball, Mbappe the Golden Boot, Simon the Golden Glove, and Cubarsi the Best Young Player award.
Taipingshan and Kenting lose out! Taiwan's top forest recreation area draws 500,000 visitors; visitors praise its almost otherworldly beauty and scenery that rivals destinations abroad.
From January to May 2026, Alishan topped Taiwan’s forest recreation areas with 500,706 visitors. Its natural scenery and well-maintained facilities have earned high satisfaction from tourists.
Every detail considered, for pure simplicity: NISSAN X-TRAIL "粋．月" redefines the luxury family SUV.
NISSAN unveiled the X-TRAIL for the Taiwan market with a new grade, “粋．月.” The model aims to balance price, features and comfort, and offers a VC-Turbo engine and ProPILOT as standard across all grades.
Companies mentioned：INFINITI、Alpine Cars
Not a high-dividend ETF! A National Chiao Tung University graduate retired early at 43, achieving financial freedom through a "personalized ETF."
A V University graduate achieved FIRE at age 43 and advocates building a dedicated personal ETF using the “一魚三吃 acceleration method.” The original strategy, designed to overcome 3 structural shortcomings of off-the-shelf ETFs, is drawing attention.
Attention, people aged 60 and older! The Labor Ministry's new rules take effect 8/1: labor pension regulations have changed; a look at amendments to benefit payments.
台湾劳动部 amended the Enforcement Rules of the Labor Pension Act. The new system began rolling out in late March 2026, with important provisions on employers' obligations taking effect on August 1 to strengthen retirement protections and make the system more flexible.
Companies mentioned：台湾劳动部
2026 Double Ninth Festival senior-citizen payments are coming across Taiwan! Eligible seniors can receive up to 50000 yuan; payment amounts and dates by city and county revealed.
Cities and counties have announced eligibility standards for Double Ninth Festival senior-citizen gifts, with payments of up to ¥50,000 and additional subsidies in some areas. Kaohsiung City has added financial institutions for bank transfers and simplified the process.
Companies mentioned：各県市政府
More unpopular than nuclear power plants! Seven-tenths of Americans reject data centers; a veteran tech journalist explains why: AI has not created jobs and has instead led to layoffs.
Backlash against AI is growing in the United States, where 70% of Americans believe AI will take away jobs and 65% oppose building AI data centers near their homes. The governor of New York has also temporarily banned data center construction.
Companies mentioned：風傳媒、昆尼皮亞克大學、紐約州
2026 World Cup: The highest prize money in tournament history—Spain beats Argentina to win the title, taking home nearly NT$1.7 billion.
Spain won the 2026 World Cup, claiming a record $51 million prize. FIFA raised the total prize pool to $871 million, reflecting the importance of national teams' participation costs and carrying major industry significance.
Companies mentioned：Brighton、Chelsea
Xiao Zhan and Zhang Linghe both lose! Top 9 most handsome costume-drama stars in Chinese television: he takes the crown, with unbeatable looks and styling and acting skills that guarantee quality.
A Weibo poll ranked the Top 9 "pinnacle looks for male leads in costume dramas." Tan Jianci took the top spot with 何不同舟渡, while Zhang Linghe ranked third.
【The Journalist】Profile: He bought 台積電 shares more than twenty years ago; Gao Yongzhong’s choice of investments reveals the logic behind his management of InnoLight Technology.
InnoLight Technology Chairman Gao Yongzhong wrote his doctoral dissertation on building molecular beam epitaxy equipment, reflecting the roots of his technical expertise. His investment in 台積電 more than twenty years ago also demonstrated his far-sighted industry insight and business acumen.
Companies mentioned：台積電、德州儀器
Seniors, claim your money! Senior cards in Taiwan’s six special municipalities get a major upgrade: receive up to 1,000 per month for life, with benefits automatically deposited to eligible cardholders.
Starting in July 2026, Taipei, New Taipei and Kaohsiung will expand senior-citizen card subsidies to 600 points per month, while Taichung will raise its subsidy to 1,000 points (1,500 points for Indigenous people). Use will expand across transportation, medical care and recreation, strengthening support for older people.
Full-scale brawl erupts after World Cup final! Argentine player loses control and throws punches; Spanish youngster nearly mobbed.
In the 2026 World Cup final, Spain beat Argentina 1-0 in extra time to win the second World Cup title in its history, becoming the first country to hold both the men’s and women’s World Cup titles. After the match, Argentine player Leandro Paredes lost his temper over the defeat and threw punches and shoved Spanish youngster Gavi, sparking a physical clash between players and staff from both teams.
Companies mentioned：スペイン、アルゼンチン
【The Journalist】Interview: The secret behind moving production capacity from China back to the United States. InnoLight chairman Gao Yongzhong: Reaffirming the strategic value of the U.S. base.
Original英特磊科技董事長高永中指出，AI時代供應鏈需重視戰略價值，美國基地的產能正被重新評估。
Companies mentioned：英特磊科技
2026 World Cup: Ronaldo and Mbappé both lost in 2026! Fans vote him the greatest footballer, TOP10 champion: His dribbling and balance are unstoppable, and he led his national team to glory in a single match.
A Japanese ranking website released its “Most Popular Male Soccer Players of All Time” list, with Lionel Messi taking 1st place. Cristiano Ronaldo, Mbappé and others also ranked highly, while Kaoru Mitoma made the top 10 as the only Japanese player.
【The Journalist】Interview: “The material touted as the next big thing for 30 years is finally taking off!” InnoLight’s Gao Yongzhong: AI is pushing compound semiconductors into the spotlight.
InnoLight CEO Gao Yongzhong said AI is bringing compound semiconductors into the spotlight. With its MBE technology, the company supplies key materials for 5G/6G, optical communications, and defense and aerospace, securing a strategic position globally.
In-depth: Trump rode public anger over 46 trillion to power, but his poll numbers have plunged to just 37%! The Republicans face “2 unfavorable factors” in the midterm elections. Could Trump become a lame-duck president?
Richard Koo of Nomura Research Institute analyzed the United States’ $46 trillion trade deficit as the foundation of support for Trump. With the Trump administration’s approval rating at 37%, Republicans are facing difficulty retaining their majority in the midterm elections.
Companies mentioned：野村総合研究所
Today’s weather forecast: New Taipei isn’t the only place to hit 36 degrees! Taiwan faces 6 straight hot days; your forecast for the coming week.
中央気象署 forecasts that a heat wave will continue across Taiwan for 6 days this week. Heavy rain is also possible in some areas, and people should watch for lightning, strong gusts and sudden downpours when outdoors.
Companies mentioned：中央気象署
Interview: Taiwan’s predicament seen through Lee Teng-hui’s life. Lin Hsiao-ting: Lee wanted to pry open a door for Taiwan’s future, but proved that “Taiwan independence” could not be achieved.
Lin Hsiao-ting analyzed Lee Teng-hui’s life and Taiwan’s political development, noting that Lee’s views on cross-strait relations evolved and that he was not simply the godfather of Taiwan independence. His administration promoted democratization and localization reforms, redefining the Republic of China.
After Hours International: The U.S. Federal Reserve raises interest rates, yen carry trades unwind, and Taiwan’s stock market plunges 1600 points in a day! Hsu Chun-chi warns: Could the nightmare scenario happen again?
Former Executive Yuan Vice Premier Hsu Chun-chi warned that if a U.S. rate hike triggers the unwinding of yen carry trades, Taiwan’s stock market could repeat the scenario of a 1600-point plunge in a single day, underscoring the cascading risks in global financial markets.
Behind the scenes: Who played whom in the DPP? Lai Ching-te was humiliated at the last party congress; this time, “he” can only bow in submission.
The results of the DPP Central Standing Committee election showed that Lai Ching-te’s faction won 7 seats and secured control of the party, paving the way for a presidential reelection bid and demonstrating that his grip on power has tightened.
《The Long Night》 and 《Day and Night》 both lose! The top revenge Chinese drama is TOP10’s champion: Its tragic ending lingers, leaving viewers unable to move on long after watching.
An analysis of the TOP10 highest-rated revenge-themed Chinese TV dramas of the past 10 years, from 《The Long Night》 to 《Day and Night》, examining their plots, characters, and audience reviews.
Yang Ying and Deng Lun aren’t the worst! TOP10 ranking of the worst-acting Chinese drama couples of the past 10 years: The champions furrow their brows so much that viewers are pulled out of the story; watching them fall in love feels like torture.
Couples in Chinese dramas criticized by viewers for their acting or lack of chemistry have been ranked, covering works from 2016 to 2026. The results show that visual appeal alone cannot win viewers’ empathy.
A mega-merger sends shock waves! If Grab’s acquisition gets stuck, experts fear Taiwan’s foodpanda could face a slow death from being “cut off from supplies.”
Southeast Asian giant Grab is seeking approval to acquire foodpanda in Taiwan. If the review fails, the business could face withdrawal, while concerns about market monopolization are growing.
Companies mentioned：Uber、Delivery Hero、Grab、SSW Partners
How much does the World Cup champion earn? The highest prize money in history revealed: Spain to receive a staggering sum after winning the title.
The total prize money for the 2026 FIFA World Cup has been increased to $871 million, with $50 million going to the winning team. This is an important development for the growth of soccer.
Companies mentioned：FIFA
Ju Jingyi and Zhang Jingyi aren’t the worst! Online voters rank the TOP10 worst actresses in 2026 Chinese dramas: The champion is slammed as wooden, relying on wide-eyed stares to act.
The TOP 10 actresses whose acting has drawn criticism in Chinese dramas in 2026, as selected by online users, has been announced. Ju Jingyi, Yang Zi, Zhang Jingyi and others made the list, with criticism focused on emotional expression and line delivery.
Messi and Argentina lose! The World Cup champion is decided: Spain edges Argentina 1-0 in extra time to claim the second title in its history.
Spain beat Argentina 1-0 in extra time in the 2026 World Cup final to claim its 2nd title. Messi suffered a tearful exit in his final World Cup. The match was scoreless in regulation time and became a historic classic.
Commentary: Justice may be delayed, but can a conscience ever be found?
Taiwan’s Control Yuan censured the city government and the Ministry of Sports over problems with the renovation of the Hsinchu City Baseball Stadium, but even after 4 years of investigation, administrative accountability remains pending the prosecutor’s office investigation. The case has exposed delayed justice and institutional impotence.
Companies mentioned：巨佳公司、艾奕康公司、聯邦租賃
2026 World Cup: Messi fails to score in the final, while Mbappé becomes the first player to win the Golden Boot twice.
Messi failed to score in the 2026 World Cup final, while Mbappé won his 2nd Golden Boot with 10 goals. He became the first player in World Cup history to win the Golden Boot twice, achieving a historic feat.
Companies mentioned：美聯社
Taiwan | 鉅亨網（13）
Middle East tensions continue to escalate; U.S. forces launch nighttime strikes on Iran for nine consecutive days.
The U.S. military has carried out airstrikes against Iran for 9 consecutive days, aiming to prevent nuclear development and protect merchant ships. Iran has launched retaliatory attacks, escalating tensions in the Middle East and seriously affecting international security.
【Final chance to escape?】Taiwan stocks plunge 2953 points! If there is no rebound before Wednesday, will they fall again?
Taiwan’s stock market plunged 2953 points in a single day, setting a historic record. The main causes were global semiconductor deleveraging and geopolitical risks. Even 台積電’s strong earnings failed to lift market confidence. Investors should hold on to cash and wait for better buying opportunities.
Companies mentioned：台積電、聯電、國巨、南亞科、Netflix、Google、Intel、台塑化、台塑、南亞、中石化、長榮、陽明、台光電、奇鋐、雙鴻、旺矽、穎崴
Korean wafer maker SK Siltron liquidates U.S. subsidiary’s SiC capacity, seeking to capture demand for computing chips with a new 2.3 trillion won plant.
South Korea’s SK Siltron is liquidating its U.S. SiC subsidiary and focusing on its core silicon wafer business. It is also opening a new 2.3 trillion won plant to meet demand for AI chips and strengthen its position in the global supply chain.
Companies mentioned：斗山集團、杜邦
China’s LPR remains unchanged for 14 consecutive months.
China’s LPR was left unchanged for the 14th consecutive month, signaling stable monetary policy. Corporate and mortgage interest rates remain low, indicating continued economic support.
Companies mentioned：全国銀行間同業拆借中心、中国人民銀行
China’s “national team” steps in to support the market as stabilization measures continue to prop up A-shares.
中国国新 invested more than 50 billion yuan in additional purchases of shares in central state-owned enterprises, signaling the “national team’s” strong resolve to stabilize the market. The move follows a sharp drop in A-shares, with hopes of restoring market confidence.
Companies mentioned：中国国新、中国誠通、国金証券、中金公司
Iran’s supreme leader issues statement, calling the U.S. president’s signature “worthless.”
Mojtaba Khamenei, son of Iran’s supreme leader, issued a statement saying the U.S. president’s signature was “worthless,” accusing the United States of breaking a memorandum of understanding. The statement expressed strong condemnation of the United States.
Wall Street goes wild over ChangXin Technology’s IPO! Dual pricing divides the market: just 579.2 billion on the STAR Market, while foreign investors drive a frenzy via crypto contracts valued at 3.9 trillion.
In ChangXin Technology’s IPO, its valuation of 579.2 billion yuan on the STAR Market compares with nearly 3.9 trillion yuan in overseas crypto markets, almost 7 times as much. Semiconductor demand in the AI era and overheated investment are behind the gap.
Companies mentioned：中芯國際、三星、SK海力士、美光、騰訊、阿里雲、字節跳動、Trade.xyz、Financiere de l'Echiquier、摩根士丹利、Citrini Research、SemiAnalysis、Counterpoint
Taiwan stocks are poised for a big rebound. Is today the time to get out?
Taiwan’s stock market recorded its 3rd-largest-ever decline in margin balance, and similarities to signs seen during last year’s crash have led to expectations of a major rebound. Analysts recommend “selling the weak and holding the strong” among AI-related stocks.
Companies mentioned：台積電、聯發科、台達電、鴻海、廣達、緯創、緯穎
Kyiv hit by largest ballistic missile attack since the war began; 1 dead and 17 injured.
Russia launched its largest ballistic missile attack on Kyiv since the start of the war, killing 1 person and injuring 17. Ukraine mounted interception operations, but infrastructure damage was severe.
Was 台積電’s earnings call useless?! Global deleveraging triggers a wave of selling. Is the final bottom in sight?
Global deleveraging is underway, and selling pressure is spreading to AI-related stocks. 台積電 and Japanese semiconductor-related stocks fell sharply, while the market may be signaling a short-term bottom.
Companies mentioned：摩根大通、鎧俠ホールディングス、太陽誘電、東京電子、ASML、台積電、中砂、昇陽半、翔名、帆宣、志聖、兆聯實、京鼎、亞翔、崇越、華立、摩爾投顧
Is Taiwan’s stock market rebound an illusion? Miss this signal and beware of getting trapped in another 10% drop!
Taiwan stocks have recently suffered a historic plunge amid deleveraging across Asian markets, but fundamentals in AI and semiconductors remain solid. 台積電’s increased capital expenditure points to a potential rebound. Investors should watch four key diamond industries and signals that a bottom has formed.
Companies mentioned：台積電、南亞科、華邦電、國巨、華新科、欣興、南電、臻鼎-KY
Original中國iPhone告別「殘血版」 阿里接手蘋果AI入口成最大贏家
China’s version of Apple Intelligence has passed review by the Cyberspace Administration, with Alibaba’s “Tongyi Qianwen” adopted as the AI model. This will give iPhone users in China access to full-fledged AI features, while Alibaba stands to gain significantly in both the market and capital markets.
Companies mentioned：蘋果、騰訊、月之暗面、MiniMax、智譜
Original全民槓桿夢碎！三星SK海力士帶崩大盤 30多萬個帳戶被券商強制平倉 7月迄今規模逾78.5億台幣
Original韓國記憶體股重挫，引發槓桿投資人強制平倉潮，30多萬帳戶被斬倉，損失逾78.5億台幣。此現象反映全民押注半導體與AI的系統性風險。
Companies mentioned：三星電子、SK海力士、SK集團