China's open-source AI makes major advances; Trump administration again considers a ban
Published ・ Source Taiwan | 中央社 CNA
Summary not yet available
Facts
Anthropic's Claude Opus 4.8
OpenAI's GPT 5.5
Claude Fable 5
GPT-5.6 Sol
Companies mentioned:Axios、OpenAI、Anthropic、月之暗面、Moonshot AI、美國國家安全局、NSA、白宮國家網路總監辦公室、Office of the National Cyber Director、克瑞希南、Sriram Krishnan、塞克斯、David Sacks
China’s energy storage capacity surged from 4GW to 155GW in 5 years, accounting for more than 90% of the U.S. market. Amid growing national security concerns, the country is targeting 300GW by 2030.
Taiwan stocks surge a thousand points: V-shaped reversal or dead-cat bounce? Expert names 1 key line of defense: the real show is just beginning
Published ・ Source Taiwan | 風傳媒
Taiwan stocks surged more than a thousand points in a single day after a steep decline, prompting market watchers to ask whether this marks a V-shaped rebound. Financial expert Yeh Yu-shuo said the key is whether the market can hold above the quarterly moving average of 43700 points; otherwise, it may be only a technical rebound.
Freeze Premier Cho Jung-tai's “these salaries” to make him answer for tainted oil! Weng Hsiao-ling reveals 7 major billion-yuan subsidy recipients: “I'm proud to cut the budget”
Published ・ Source Taiwan | 風傳媒
KMT legislator Weng Hsiao-ling proposed freezing Premier Cho Jung-tai's salary and cutting NT$210 million from the Ministry of Culture's budget, arguing that subsidies should be distributed more fairly to private arts and cultural groups. The proposal has sparked fierce controversy in political and cultural circles.
Another typhoon set to hit Taiwan this weekend? Latest projected track map revealed; expert warns all Taiwan to prepare for rain over these three days
Published ・ Source Taiwan | 風傳媒
Weather expert Jia Xinxing said disturbance 92W east of the Philippines could develop into a typhoon from Friday to Saturday, affecting eastern and southern Taiwan, with rain expected across Taiwan over the weekend. The warning is important for people's travel plans and disaster preparations.
Car market cooling? 寶嘉聯合 reveals “three-way crossroads” dilemma; chair Wu Rui-hong cites 2 uncertainties, says he is “cautious and cannot be optimistic”
Published ・ Source Taiwan | 風傳媒
寶嘉聯合 Chair Wu Rui-hong said Taiwan's car market is at a crossroads among three powertrain options: gasoline, hybrid and all-electric. Consumers are taking longer to decide and the market has contracted slightly, leading him to take a “cautious and cannot be optimistic” view of the second half of the year.
Hormuz is still not open, and now the Red Sea is blocked! Houthis open a new front; Reuters warns global oil supplies could plunge another 7%
Published ・ Source Taiwan | 風傳媒
Iran-backed Houthi forces have declared a naval blockade of the Red Sea against Saudi Arabia, raising the risk of a further 7% decline in global oil supplies. The United States retaliated after an Iranian missile attack on a base in Jordan.
Never close the windows when running the AC! Taiwan Power teaches 4 tricks to save 37% on electricity; press 1 button before bed to “run it all night without worrying about a soaring bill”
Costco’s hidden perk revealed! Get a “500-yuan coupon” for your birthday—turn on 2 settings to claim it
Published ・ Source Taiwan | 風傳媒
Costco has introduced a hidden birthday-month perk for Black Diamond primary cardholders: spend at least 5000 yuan online and get 500 yuan off. The offer must be activated through the app. The news sparked heated discussion after appearing on social media.
No AI romance allowed! China’s new rules tightly regulate virtual companions; experts say the government fears women will give up marriage and having children
Published ・ Source Taiwan | 風傳媒
Chinese authorities are restricting young people’s use of AI romantic simulation apps to prevent emotional dependence on AI partners. The main aims are to address the declining birthrate and avoid psychological risks.
2026 speeding-ticket guide: latest fines, the 40-kilometer license-plate seizure threshold, how long tickets take to arrive, and how to appeal—rules for cars and motorcycles at a glance
Published ・ Source Taiwan | 風傳媒
Taiwan is tightening traffic regulations in 2026. Speeding by more than 40km/h will incur a fine of 36,000 yuan and a 6-month seizure of the vehicle’s license plates. A “vehicle-centric” enforcement system will hold vehicle owners, as well as drivers, responsible.
Investors blocked from seeking compensation? Boeing’s “concealment of safety flaws” case takes a turn as appeals court ruling rationale is revealed
Published ・ Source Taiwan | 風傳媒
A U.S. federal appeals court overturned certification of a class-action lawsuit by Boeing shareholders. The plaintiffs alleged safety issues had been concealed, but the court found their method for calculating damages inadequate. The decision has major implications for the aviation industry and investors.
Today’s top stories (7/21)! Free bubble tea if 1 character on your ID matches / What benefits are available to Taichung residents aged 65 and older in 2026? / Water shutoffs in 8 counties and cities today
Published ・ Source Taiwan | 風傳媒
Cities and towns across Taiwan are offering limited-time summer promotions, including free bubble tea, while Taichung City provides a range of benefits for residents aged 65 and older. In politics, personnel changes within the Democratic Progressive Party have drawn attention. Internationally, easing pesticide-residue standards for imported apples has sparked controversy. In industry news, Taiwanese stocks have surged, and AI applications have become a hot topic.
Tao Jing-ying praised Chiang Wan-an for “joining the Ketagalan Boulevard rally” and was attacked by Bluebird supporters; a man could not hold back, blasting back: “Does toxic oil come in different colors?”
Published ・ Source Taiwan | 風傳媒
Taipei Mayor 蔣萬安 called for a protest over 中聯’s carcinogenic oil issue. Entertainer 陶晶瑩 voiced support and was criticized by the 青鳥勢力. Cheap countered, “Are we sorting toxic oil by color?” and argued that food safety should take priority over political positions. The dispute highlighted social divisions.
Mao Cha Ding’s popular 2026 Mid-Autumn Festival Tieguanyin tea golden yolk pastries lead its preorder offers; two core themes, “classic tea aroma × innovative flavors,” bring the most diverse Mid-Autumn gift boxes yet
Published ・ Source Taiwan | 風傳媒
Mao Cha Ding has launched a limited-edition 2026 Mid-Autumn Festival dessert series, led by its “Tieguanyin tea golden yolk pastry.” New creations include “Floral Rose,” “Island Taro Golden Lava Pastry,” and “Honey-Aroma Black Tea Oolong Latte,” offering a range of gift options.
Taiwan’s stock market surged, with the benchmark index briefly gaining 1,500 points. Semiconductor and PCB-related stocks strengthened, while 台積電 and 聯發科 led the market. The rally suggests a recovery in global technology demand.
Business buzz: Costco’s “bone-in chicken wings” post sparks a global traffic storm! The warehouse club has become a must-visit destination for World Cup fans traveling to the U.S. to catch a game!
Published ・ Source Taiwan | 風傳媒
Costco has drawn global attention with a social media post about 8-pound bone-in chicken wings, becoming a cultural pilgrimage site for World Cup fans visiting the U.S. and underscoring its status as a symbol of American consumer culture.
Tech buzz: On the scene! See how China’s BYD is transforming itself into a “European” brand and making inroads at Europe’s most important supercar festival!
Published ・ Source Taiwan | 風傳媒
Chinese EV maker 比亜迪 showcased an electric supercar at the Goodwood Festival of Speed in the UK. It is being rebranded for Europe rather than using the BYD brand, in a bid to gain ground in the European market.
He got crushed after using 5x leverage, losing 300 million! College student reveals his “investment philosophy”: he will keep borrowing money to invest
Published ・ Source Taiwan | 風傳媒
A South Korean university student invested with 5x leverage and at one point had 300 million won in unrealized gains, but market fluctuations quickly turned those gains into losses. The student nevertheless said they would borrow money to invest again.
Is “benzo[a]pyrene” in the air more frightening than toxic oil? The Environment Ministry steps in as the timeline for regulatory controls is revealed
Published ・ Source Taiwan | 風傳媒
The Environment Ministry announced that it will begin regulating the carcinogen benzo[a]pyrene (BaP) individually this year. It will soon begin the legal process to strengthen protections for public health.
Accused of telling Chu Li-lun’s son, “My mom is keeping an eye on your dad”; Si Guang-yang denies it: “Completely fabricated, not true”
Published ・ Source Taiwan | 風傳媒
KMT legislator Wan Mei-ling’s son, Si Guang-yang, was accused of bullying Chu Li-lun’s son, Chu Hsuan-yu, while at Huaxing High School and saying, “My mom is keeping an eye on your dad.” Si Guang-yang firmly denied the allegation, saying it was entirely fabricated. The incident has sparked heated discussion within the party and across society.
The Wall Street Journal: Ford executive chairman on Chinese automakers—The U.S. cannot keep them out forever
Published ・ Source Taiwan | 風傳媒
Ford’s board chairman warned of the competitiveness of Chinese automakers, emphasizing that it is impossible for the United States to keep them out forever. He called for U.S. industrial policy.
Are Taiwan’s young people disheartening? Lee Chia-tung calls for classroom bows to be reinstated and analyzes 3 mindsets: the last is the strangest
Published ・ Source Taiwan | 風傳媒
National Tsing Hua University professor Lee Chia-tung has proposed reinstating classroom bows, saying they can reflect respect for teachers and the value of education. Former legislator Cheng Yun-peng opposes the idea, arguing that respect should come voluntarily. Their views reflect a generational clash of values and have sparked widespread public discussion.
Why invite Chen Chi-mai to the Ketagalan Boulevard rally? Chiang Wan-an recounts their phone call: Local leaders should step up to support food safety
Published ・ Source Taiwan | 風傳媒
Taipei Mayor Chiang Wan-an has invited Kaohsiung Mayor Chen Chi-mai to join a July 25 Ketagalan Boulevard protest over carcinogenic oil products, stressing that local leaders should jointly defend food safety. The KMT accused the central government of contradicting itself by setting up a third-party investigation after previously obstructing local factory inspections.
Is Xi Jinping in no hurry to unify Taiwan? Reports say the pro-war blockbuster “Battle of Penghu” failed to get the “Dragon Seal” and was quietly pulled—will its July 25 release be canceled?
Published ・ Source Taiwan | 風傳媒
The film “澎湖海戦,” which evokes China’s “unification by force,” was rumored to have been shelved just before release because it had not obtained the “龍標.” However, there have since been moves to announce a screening, leaving reports mixed. Its political intent is drawing attention.
Attracted $16.8 billion in funding in half a year and spawned 10,000 defense startups in 2 years; market wary that Pentagon reforms could fuel a bubble
Published ・ Source Taiwan | 風傳媒
U.S. Secretary of War Pete Hegseth is pushing defense procurement reform, bringing funding to startups, but investment bubbles and congressional scrutiny remain challenges.
Companies mentioned:NODA AI、Anduril、Lockheed Martin、Outlander VC、Ronald Reagan Presidential Foundation & Institute、CSIS、PitchBook
One dumpling product at 全聯 sold out as soon as it hit shelves! Foodies rave about its “sweet, juicy filling and thin wrapper packed with filling”: they stock up every time
Published ・ Source Taiwan | 風傳媒
王品’s shrimp dumplings sold at 全聯 were snapped up as soon as they hit shelves. Consumers praised their thin wrappers and generous, sweet, juicy filling, sparking a social media frenzy and a wave of repeat purchases.
Zhao Lusi and Tian Xiwei lose out! The top 10 most acclaimed post-95 actresses in Chinese dramas are revealed, with the winner praised for her powerful crying scenes and beauty seemingly made for period romances
How to choose an ETF amid Taiwanese stock market volatility? This fund is more resilient than 0050; expert reveals 3 features that make it a top pick for bargain-hunting during market pullbacks
Published ・ Source Taiwan | 風傳媒
Taiwanese stocks have been highly volatile recently. Finance expert Gu Yu recommends the actively managed ETF 00407A, citing its stronger resilience during market declines and 3 advantages: active stock selection, compounding returns, and a market discount. It may suit long-term investors looking to build positions at lower prices.
International buzz: How the Power of Siberia 2 gas pipeline shows Xi Jinping transforming from Putin’s junior partner into the boss!
Published ・ Source Taiwan | 風傳媒
Putin brought China a plan for the Power of Siberia 2 natural gas pipeline, but China rejected it, revealing a shift in the balance of power in China-Russia relations. The episode marks an important change in the geopolitical balance.
Fengjia Night Market and Tamsui Old Street lose out! This is Taiwan’s most popular shopping district: great food, spacious and easy to explore, and a hit with foreigners
Published ・ Source Taiwan | 風傳媒
Kaohsiung’s Liuhe Night Market topped the rankings as Taiwan’s most popular shopping district with 6,104 online mentions, while Fengjia and Tamsui Old Street came in second and third. The post-pandemic tourism recovery has intensified competition among shopping districts.
Middle East conflict has raged for 5 months, yet oil prices have not spiraled out of control! The key reasons explained—but the market should not celebrate too soon
Published ・ Source Taiwan | 風傳媒
Military clashes in the Middle East have continued for 5 months, but oil prices have been more contained than expected. The main reasons are slowing demand in China and increased U.S. supply. Risks remain, however.
Companies mentioned:IEA、ICE、Saxo Bank、StoneX、ClearView Energy、Oxford Institute for Energy Studies
Solving the Patriot missile production problem once and for all: Lockheed Martin unveils a “low-cost” interceptor at half the price, aiming for testing in 2028
Published ・ Source Taiwan | 風傳媒
ロッキード・マーティン is developing a lower-cost version of the Patriot missile. It will cost less than half the current price, with flight testing planned for 2028. Production in Europe is also planned.
What benefits are available to Taichung residents aged 65 and older in 2026? Health insurance subsidies, senior allowances, senior cards...9 subsidies at a glance
Published ・ Source Taiwan | 風傳媒
The Taichung City Government has announced its 2026 benefits for older residents, including health insurance subsidies, living allowances, senior cards, and Double Ninth Festival gifts. The measures cover registered residents aged 65 and older and demonstrate the local government’s commitment to elder care.
Latest: It’s not just 8 instant noodle varieties from 味王! 4 mixed-noodle products from “3 major brands” are also affected; check the affected batches of carcinogenic oil and refund deadlines
Published ・ Source Taiwan | 風傳媒
Carcinogens were detected in cooking oil in Taiwan, prompting several brands, including 味王 and PaMi曾拌麵, to recall products. Refunds are being offered to consumers as concerns over food safety grow.
Crack down on illegal land excavation! Taiwan’s legislature passes amendments to the Soil and Sand Extraction Act in its third reading, with penalties of up to life imprisonment and a 100 million yuan fine
Published ・ Source Taiwan | 風傳媒
Taiwan’s Legislative Yuan passed amendments to the “土石採取法” in its third reading. Illegal mining that causes disasters or deaths and injuries could be punishable by life imprisonment and a fine of 100 million yuan. The 高雄美濃大峡谷 incident prompted the move.
Beijing Watch: TIFFANY sues a sanitary napkin brand! International luxury trademark battle reaches Chinese brands as Guangzhou’s Sanyuanli faces a crossroads?
Published ・ Source Taiwan | 風傳媒
Tiffany has sued Chinese sanitary napkin brand “ALFFANY” for trademark infringement. The similarity in pronunciation is at issue, and the case is being heard by the Beijing High People’s Court. The case is also linked to industrial changes in Guangzhou’s Sanyuanli, and raises questions about changing attitudes toward intellectual property in China.
Don’t just look at National Taiwan University and National Tsing Hua University! This is Taiwan’s top university, with graduates earning 830,000 a year on average—the highest, with plenty of high-paying jobs; one university emerges as a surprise contender
Published ・ Source Taiwan | 風傳媒
陽明交通大学 topped the 2026 average annual salary rankings for Taiwan university graduates at 830,000 yen. 国防大学 followed at 770,000 yen, with 台科大 and 北医大 next. Universities specializing in particular industries have an advantage.
Tech buzz: The U.S. lead is down to just “6-9 months”! China’s 月之暗面 launches the world’s largest AI model, with a “secret weapon”
Published ・ Source Taiwan | 風傳媒
Chinese AI startup 月之暗面 is set to launch Kimi K3, a model with 2.8 trillion parameters, making it one of the world’s largest open-source AI models. The U.S. technological lead has narrowed to just 6-9 months, underscoring intensifying U.S.-China AI competition.
Toxic oil scandal: Chiang Wan-an invites Chen Chi-mai to the 725 Ketagalan Boulevard rally; Chen instead urges him to attend a “food safety meeting”: “There’s no need to politicize this”
Published ・ Source Taiwan | 風傳媒
After the 中聯 carcinogenic oil incident, Taipei Mayor Chiang Wan-an called for a July 25 Ketagalan Boulevard protest and invited Chen Chi-mai, who countered by inviting him to a central government food safety meeting. Chen advocated cooperation over political confrontation and stressed coordination through institutions and practical improvements, reflecting tensions between local and central governance.
Payout just 1 month after listing! 00406A’s annualized yield tops 17%; Ruan Mu-hua breaks down 2 key factors: 75% of funds heavily invested in this sector
Published ・ Source Taiwan | 風傳媒
Taiwan’s newly launched ETF “00406A” paid a dividend just over 1 month after listing, recording an annualized yield of 17.4%. Finance expert 阮慕驊 explained the 2 factors behind it: a decline in the price and an options strategy.
Not 0050 or 00878! Which high-dividend ETF is most resilient? These 3 funds have become havens for capital as institutions rush to buy
Published ・ Source Taiwan | 風傳媒
After Taiwanese stocks suffered their largest single-day drop on record, volatility continued. High-dividend ETFs have become a haven for capital because of their resilience, with institutions adding to holdings such as 0056 and 00961, reflecting a shift toward defensive investments.
Will Wi-Fi still work during an internet outage in northern and central Taiwan? A look at the real impact of speed-reduction drills; he raises 3 questions: Can’t people in the south trade stocks?
Published ・ Source Taiwan | 風傳媒
Taiwan held its first mobile network speed-reduction drill in central and northern areas in 2026, retaining only voice calls and text messages. The exercise prompted public questions and increased pressure on telecom customer service. Media commentator Huang Yang-ming raised 3 concerns about the legal basis, regional differences, and stock market impact, highlighting issues of policy transparency and fairness.
Hurdles to Starlink’s Taiwan entry cleared! Legislature passes amendments to the Telecommunications Management Act in its third reading, easing restrictions on foreign ownership and the nationality of board chairpersons
Published ・ Source Taiwan | 風傳媒
Taiwan’s legislature passed amendments to the Telecommunications Management Act in its third reading, easing restrictions on foreign ownership of satellite communications operators and on the nationality of their board chairpersons. The changes pave the way for Starlink to enter Taiwan and strengthen communications resilience.
Tech Talk: The global leadership challenge! Why has Apple fallen behind in AI, and how has that become a key advantage in overtaking Nvidia to become the world's most valuable company?
Published ・ Source Taiwan | 風傳媒
Despite falling behind in AI, Apple temporarily surpassed NVIDIA in market capitalization. The result reflects concerns over overheated AI investment and appreciation for Apple’s stable ecosystem.
Kuo Jyh-huei vies to become head of the baseball association, bringing his tech industry experience to baseball governance and seeking to rebuild Taiwan's competitiveness through sports science, talent systems and sustained support for the national team
Published ・ Source Taiwan | 風傳媒
郭智輝, former economy minister and founder of the 崇越グループ, announced his candidacy for chair of the 中華民國棒球協会, outlining plans to sustainably strengthen Taiwan baseball’s competitiveness through reforms to sports science and talent systems.
Hsieh Hsien's cause of death revealed! Hong Kong media report: 90% of his 400 million inheritance goes to “these 2 people,” while Nicholas Tse and Jennifer Tse split just 10%
Published ・ Source Taiwan | 風傳媒
Hong Kong veteran actor Hsieh Hsien died of pneumonia. The distribution of his estate has drawn attention, with 90% left to his grandchildren and 10% split equally between Nicholas Tse and Jennifer Tse.
For money or for justice? BBC investigates the “shadow army” on the Russia-Ukraine battlefield: more than 3500 foreign fighters died far from home
Published ・ Source Taiwan | 風傳媒
A BBC investigation found that 3589 foreign fighters from more than 40 countries who joined the Russian military were killed on the Ukrainian front. They included prisoners, migrants recruited through false promises, and North Korean troops, highlighting the internationalization of the war and ethical concerns.
“A man full of mysteries”: BBC examines British Prime Minister Burnham, a working-class man who entered 10 Downing Street, and the major challenges he and Britain face
Published ・ Source Taiwan | 風傳媒
Andy Burnham became British prime minister in July 2026, appointed by the Labour Party in a “coronation” without public debate. His policies and governing style remain opaque. He comes from a working-class background and was formerly mayor of Greater Manchester, and faces economic and social challenges.
Market open update: Taiwan stocks surge 1215 points! 台積電 rises 2.8%, 聯發科 jumps NT$160, and 漢翔 hits the daily limit
Published ・ Source Taiwan | 風傳媒
Taiwan's stock market opened strongly today, with the benchmark index gaining 1215.09 points, or 2.86%. Weighted stocks such as 台積電 and 聯發科 performed strongly, while some stocks gained more than 9% and even hit the daily limit.
Chiang Wan-an calls for a 725 protest on Ketagalan Boulevard over tainted oil; Taiwan People's Party weighs in: People who care about food safety should speak out
Published ・ Source Taiwan | 風傳媒
Taipei Mayor Chiang Wan-an called for a protest on Ketagalan Boulevard on July 25 over the tainted oil incident. The Taiwan People's Party criticized the government for failing to clarify the facts over the past 21 days and for administrative negligence, and urged people concerned about food safety to speak out. The incident highlights problems with lax enforcement.
Government cash giveaway: Claim it now! Residents in 1 county or city who meet the requirements can receive a 200-dollar travel experience voucher per person on 7/27; see when and where to claim the limited vouchers
Published ・ Source Taiwan | 風傳媒
The Tainan City Government's Environmental Protection Bureau has launched a limited number of 200-dollar green travel experience vouchers. Residents can claim one by completing a survey, promoting low-carbon travel and sustainable living with implications for public policy and tourism recovery.
〈Stocks in Focus〉Middle East tensions drive oil prices higher; 台塑 chemical leads the trio of stocks to limit-up gains
Published ・ Source Taiwan | 鉅亨網
Oil prices recovered as tensions in the Middle East escalated, sending 台塑化 shares sharply higher and triggering a limit-up. Second-quarter profit beat market expectations, lifting group stocks in tandem.
Wall Street divided over AI prospects as bulls and bears debate the stock market's next move
Published ・ Source Taiwan | 鉅亨網
BCA Research economists held an internal debate between bulls and bears over whether AI is creating a U.S. stock market bubble, highlighting deep divisions over the sustainability of corporate earnings and valuations and their impact on investor decisions.
After market-shaking volatility, Taiwan's top 20 companies by market value reshuffled; Nanya climbs to No. 10, and 台新新光金 enters the rankings
Published ・ Source Taiwan | 鉅亨網
After a steep decline in Taiwan stocks, the top 20 companies by market capitalization were reshuffled. 南亜 surged on AI demand, while 台新新光金 entered the rankings for the first time. Financial stocks demonstrated stability.
Are only sanctioned vessels still willing to pass through the Strait of Hormuz? Traffic falls to 15% of prewar levels; oil could surge to $100 again
Published ・ Source Taiwan | 鉅亨網
After President Trump declared a blockade of the Strait of Hormuz, shipping traffic plunged to 15% of prewar levels. Energy transportation has been severely affected, raising concerns that oil prices could once again reach $100.
Companies mentioned:Lloyd's List Intelligence、Kpler、S&P Global、MST Marquee
Kimi K3 reshapes chip design: “三” AI-themed stocks worth buying
Published ・ Source Taiwan | 鉅亨網
Chinese AI startup 月之暗面 unveiled Kimi K3, with 2.8 trillion parameters, and successfully designed its own chip in 48 hours. This has drawn attention to AI-related stocks including 騰訊, 美光 and Alibaba.
Despite costing 40% more than Rubin, AMD wins major Microsoft deal, proving price is no longer the key to success
Published ・ Source Taiwan | 鉅亨網
AMD's Helios has been adopted by Microsoft Azure. Although priced 40% higher than NVIDIA's offering, it won on overall value. AMD has succeeded in shedding its low-cost image.
UBS: AI and semiconductor sell-offs nearing an end; advises investors to rebuild positions in stages
Published ・ Source Taiwan | 鉅亨網
UBS says the sell-off in AI and semiconductor stocks is nearing an end and advises investors to buy back positions in stages. The move reflects the possibility of a market style rotation and carries significance for tech investing.
Taiwan stock ETF beneficiaries top 18 million; 00685L adds 145,000 in a month to become the most popular
Published ・ Source Taiwan | 鉅亨網
The number of beneficiaries of Taiwan stock ETFs has topped 18 million, with 群益 Taiwan Weighted 2X (00685L-TW) adding 145,000 in a month to become the most popular. Market participants say Taiwan stocks have sound fundamentals and advise investors to build positions in stages on dips.
Is 00929's dividend still worth chasing? With Index 3.0 rolling out, which has the edge: 00929, 00878 or 0056?
Published ・ Source Taiwan | 鉅亨網
Taiwan's first monthly dividend ETF, 00929, has been revised to track Index 3.0, intensifying competition with 00878 and 0056. Investor interest is growing.
Should investors avoid reading too much into this wave of memory-stock selling?
Published ・ Source Taiwan | 鉅亨網
Semiconductor stocks fell sharply over the summer, but 摩根大通 emphasized the strength of fundamentals. Citing supply constraints through 2028 and continued cloud spending, it warned against excessive selling. Investors can look forward to a rebound.
Semiconductors enter a bear market; Morgan Stanley urges investors to buy memory stocks: Don't be spooked by past cycles. AI demand is underpinning the sector, and Micron's rebound is just the beginning
Published ・ Source Taiwan | 鉅亨網
After the Philadelphia Semiconductor Index entered a bear market, memory stocks rebounded. Morgan Stanley says AI demand will support the memory market over the long term and warns investors not to be misled by past economic cycles.
Morgan Stanley urges investors to buy memory stocks! Micron offers a “buying opportunity”; DRAM prices are estimated to rise more than 25% in the third quarter, with AI demand remaining strong
Published ・ Source Taiwan | 鉅亨網
Morgan Stanley says tight memory supply driven by AI demand will continue and points to an investment opportunity in U.S. Micron. DRAM prices are expected to rise more than 25% in the third quarter.
China's unemployment rate for workers aged 16 to 24 is 14.9%, declining for 3 consecutive months
Published ・ Source Taiwan | 鉅亨網
China's unemployment rate among workers aged 16–24 fell to 14.9%, improving for 3 consecutive months. The National Bureau of Statistics announced the figure, indicating a gradual recovery in youth employment.
Trump offers an incentive: Aluminum companies that set up plants in the U.S. can have tariffs cut in half
Published ・ Source Taiwan | 鉅亨網
The Trump administration announced a measure to cut import tariffs from 50% to 25% for companies building or expanding aluminum smelters in the United States. The aim is to boost domestic production and ease high manufacturing costs.
Should investors stop blindly chasing the “Magnificent 七”? Strategist says new AI winners are reshaping the market
Published ・ Source Taiwan | 鉅亨網
A Citi strategist says the era of the Magnificent 七 dominating the market is coming to an end, with emerging AI companies becoming the market's new winners. Investors should reassess their portfolios.
Companies mentioned:Apple、Alphabet、Microsoft、Amazon、Meta、Tesla、Nvidia、Broadcom、Micron、AMD、Intel、Applied Materials、Cisco、Lam Research
【2026 College Student Account Opening】Do your brokerage and bank accounts have to be at the same financial holding company? Open an account online in as little as 7.5 minutes using your existing bank account!
Published ・ Source Taiwan | 鉅亨網
永豐金證券 has launched an online account-opening service for college students, using sub-account technology to support 26 banks. No separate settlement account is needed, and opening an account takes as little as 7.5 minutes. The service also offers a 988-dollar sign-up gift, lowering the investment barrier for young people.
Trump warns Iran: “For every 1 U.S. service member killed, we will retaliate twice as hard”! U.S. considers sending more F-35s to the Middle East
Published ・ Source Taiwan | 鉅亨網
Tensions between the United States and Iran have risen sharply, and President Trump warned of a forceful response to U.S. military casualties. Additional deployments of F-35s and other forces to the Middle East are under consideration.
Samsung accelerates its push into robotics, establishes dedicated RX division; shares rise more than 5%
Published ・ Source Taiwan | 鉅亨網
Samsung Electronics announced the creation of RX, a robotics business unit that reports directly to the CEO, to accelerate technology development and commercialization and serve as a new growth engine. The move lifted its shares by more than 5%.
AI server demand heats up again; 英特爾 and AMD win favor ahead of earnings reports
Published ・ Source Taiwan | 鉅亨網
A recovery in AI server demand is expected to drive a substantial increase in server CPU shipments by インテル and AMD, while analog semiconductor companies are also forecast to post strong results. The outlook comes from KeyBanc's analysis and is drawing market attention.