Iran continues attacks on US facilities; Yemen rebels blockade Saudi ports, threatening to widen the conflict
Published ・ Source Taiwan | 中央社 CNA
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Facts
Jordan's military announced that it intercepted 5 Iranian drones.
英國海事機構 said it received multiple reports that a tanker was struck by an unidentified projectile in the Strait of Hormuz, about 8 nautical miles (15 kilometers) northeast of Limah, Oman.
〈U.S. stocks morning trading〉 Chip stocks extend rebound! Major indexes open higher as market focuses on earnings from big tech companies
Published ・ Source Taiwan | 鉅亨網
U.S. stocks rose, with major indexes gaining as semiconductor shares rebounded. Oil prices also climbed as tensions in the Middle East worsened, while attention to AI demand and capital spending increased. Earnings reports from major tech companies this week will be key to determining the market’s direction.
Beware forced liquidations at the futures market open after overnight trading! FSC: Make use of text alerts and closing-time simulations
Published ・ Source Taiwan | 鉅亨網
The FSC urged futures investors to watch the risks of overnight trading. Although a mechanism exempts brokers from liquidating positions on investors' behalf, accounts that are not monitored could still face forced liquidation at the next day's open. The FSC is also promoting text alerts and simulation services to strengthen early warnings.
Trump's tariff hammer strikes again! Greer warns dozens of countries could be next targets
Published ・ Source Taiwan | 鉅亨網
The Trump administration is increasingly likely to announce new tariffs targeting dozens of countries. U.S. Trade Representative Greer suggested the move, which is expected to invoke Section 301 over forced labor concerns.
〈Earnings〉 Electric vehicles have cumulatively burned through $11 billion; General Motors' Q2 profit propped up by gas-powered vehicles
Published ・ Source Taiwan | 鉅亨網
General Motors (GM) posted adjusted earnings above market expectations in the second quarter of fiscal 2026, but booked cumulative losses of $11 billion as it overhauled its electric vehicle strategy. Strong profitability from gasoline-powered vehicles supported its performance.
Barclays says buy Lumentum! AI optical communications stocks' 30% pullback offers a buying opportunity, but CPO is still a ways off
Published ・ Source Taiwan | 鉅亨網
Investment bank Barclays raised its rating on Lumentum to “Buy,” highlighting investment opportunities in AI optical communications stocks following a price correction. It forecasts widespread adoption of CPO technology from 2029 onward.
Do Chinese AI models contain a U.S. “watermark”? Bessent vows investigation, sanctions not ruled out
Published ・ Source Taiwan | 鉅亨網
U.S. Treasury Secretary Bessent said he had found a “watermark” of U.S. technology in a Chinese AI model and warned of sanctions over intellectual property infringement. New regulatory risks have emerged in the U.S.-China AI race.
Year one of virtual asset regulation! Peng Jinlong unveils Web3.0 blueprint: Promote RWA and stablecoins, integrate the “three financial sectors”
Published ・ Source Taiwan | 鉅亨網
FSC Chairman Peng Jinlong announced at the “2026 Yushan KPMG Forum” that Taiwan has entered year one of virtual asset regulation, promoting the development of RWA and stablecoins and advancing integration across the three financial sectors. The move will strengthen Taiwan's international financial competitiveness and carries major policy and industry significance.
TEEMA's investment drive kicks off in Mexico; TEEMA: Mexico offers access to the North American market and USMCA advantages
Published ・ Source Taiwan | 鉅亨網
TEEMA held an investment promotion conference today, with the first event focused on Mexico and highlighting its access to the North American market and USMCA advantages to encourage Taiwanese companies to expand overseas. The event was chaired by Liu Yang-wei, marking a new stage in Taiwan-Mexico industrial cooperation.
Zeroing out drone funding would forfeit NT$40 billion in output! Ministry of Economic Affairs: 267 businesses and dozens of listed companies would be hit
Published ・ Source Taiwan | 鉅亨網
The Ministry of Economic Affairs opposed eliminating the entire budget for supporting the drone industry, warning that the move would have a serious impact on the industry as a whole and more than 267 companies. The target of building a 40 billion yen industry by 2030 is now in jeopardy.
Record-setting point gain fails to bring foreign investors back; they post net selling for 13 straight sessions and dump the twin panel makers
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks posted their biggest-ever point gain, but foreign investors recorded net selling for 13 straight days, dumping panel makers Innolux and AUO in particular. Investment trusts, meanwhile, posted net buying for 20 straight days, focusing on financial stocks. The divergence in capital flows reflects foreign investors' continued caution about the outlook.
Indonesia issues its first panda bond to diversify financing channels
Published ・ Source Taiwan | 鉅亨網
Indonesia issued its first yuan-denominated “panda bond” in the Chinese market, seeking to diversify its financing. The strategic move signals a shift away from reliance on the U.S. dollar and closer ties with Asian markets.
Is another airline subsidy battle brewing? Airbus gets €3 billion loan, drawing Boeing's criticism and calls for U.S. intervention
Published ・ Source Taiwan | 鉅亨網
Boeing questioned the timing and purpose of the EU's €3 billion loan to Airbus and called on the United States to intervene. The move could reignite a U.S.-Europe trade war over aviation subsidies, affecting competition across the global aviation industry.
Companies mentioned：Boeing、Airbus、European Investment Bank
Cnyes flash: Latest FactSet survey cuts International Business Machines IBM-US price target to 265 yuan, a reduction of about 3.64%
Published ・ Source Taiwan | 鉅亨網
A FactSet survey showed that the target price for IBM-US was cut from $275 to $265. 20 analysts rated the stock, whose price has fallen over a short period. This could affect investment decisions.
As Rubio visits, ASEAN foreign ministers' meeting warns that U.S.-Iran war threatens the world
Published ・ Source Taiwan | 鉅亨網
ASEAN foreign ministers expressed deep concern over escalating clashes between the United States and Iran. They warned of the impact on trade and energy and called for dialogue to resume.
First TEENA investment promotion forum: Ministry of Economic Affairs to continue helping small and medium-sized businesses establish overseas operations
Published ・ Source Taiwan | 鉅亨網
The Ministry of Economic Affairs and the Taipei Electrical Commercial Association held an investment forum to support TEEMA science parks’ overseas expansion. The event aims to help small and medium-sized businesses expand into Mexico and strengthen supply chains.
Will Trump-Xi summit outcomes be put into action? U.S. and China plan AI talks ahead of Xi Jinping's September visit to the U.S., led by Bessent
Published ・ Source Taiwan | 鉅亨網
The United States and China are scheduled to hold their first official dialogue on AI risk management in September 2024. The U.S. side will be led by Treasury Secretary Bessent, with preventing military applications and cyberattacks on the agenda. This will be the first AI dialogue under the Trump administration and is of international significance.
Deutsche Bank: Don't fixate on capital spending when reviewing Alphabet earnings; focus on cloud business
Published ・ Source Taiwan | 鉅亨網
Ahead of Alphabet’s second-quarter 2026 earnings report, Deutsche Bank said investors should focus on growth at Google Cloud. It emphasized that expanding cloud revenue, rather than increased capital spending, would have a positive effect on the stock price.
FOMO wave sweeps younger generation! Fidelity survey: Taiwanese optimistic about digital assets, preference ranks third in Asia-Pacific
Published ・ Source Taiwan | 鉅亨網
A Fidelity International survey found that Taiwanese investors' preference for digital assets ranks third in Asia-Pacific. Younger generations, driven by FOMO, show strong investment interest, while market attention is shifting toward long-term value.
Wah Lee's shares correct 57% in the short term; self-reported June net profit rises 1 times year on year, EPS 1 .48 yuan
Published ・ Source Taiwan | 鉅亨網
Taiwanese passive-component maker Walsin Technology reported net profit of NT$717 million in June, up 112% year over year. Meanwhile, its share price has fallen 57% from its peak, highlighting market volatility.
Fubon 00662 approved to raise an additional NT$20 billion, pending central bank approval; split schedule to be adjusted
Published ・ Source Taiwan | 鉅亨網
Fubon NASDAQ ETF (00662-TW) has been approved to raise an additional NT$20 billion and will open for subscriptions after central bank approval. The split schedule will be adjusted to accommodate the process. The move responds to strong investor demand for technology stocks.
Racing to capture AI server opportunities! Mega Bank, First Bank and Cathay United Bank lead NT$47 billion syndicated loan for Giga-Byte Group, oversubscribed 2.11 times
Published ・ Source Taiwan | 鉅亨網
Giga-Byte Group subsidiary G-Style Technology completed a NT$47 billion syndicated loan, which was oversubscribed 2.11 times by 15 financial institutions. The funds will support expansion in AI servers and liquid-cooling technology, alongside an interest-rate mechanism linked to sustainability performance.
Center Laboratories invests an additional NT$550 million in 引正基因, partnering with 順藥 to focus on the central nervous system
Published ・ Source Taiwan | 鉅亨網
Center Laboratories invested an additional NT$550 million in 引正基因, becoming its second-largest corporate shareholder, and is deepening its partnership through its subsidiary 順藥, focusing on the central nervous system and gene therapy. The move strengthens Taiwan's international positioning in precision medicine.
Another warning to investors not to act impulsively! JPMorgan CEO Jamie Dimon: He would absolutely not buy the U.S. stock market or Treasuries now
Published ・ Source Taiwan | 風傳媒
JPMorgan CEO Jamie Dimon warned investors against impulsively buying U.S. stocks and Treasuries, saying geopolitical and fiscal risks are not fully reflected in markets. He also voiced caution about the AI investment boom.
Court ruling: Mirror Media reporter convicted of defamation and sentenced to 3 months in prison over report that Huang Kuo-chang's sister-in-law funded Kays
Published ・ Source Taiwan | 風傳媒
Mirror Media reporter Lin Chun-hung was sued for defamation over a report that Huang Kuo-chang's sister-in-law funded 凱思國際. The Taipei District Court sentenced him to 3 months in prison. The Taiwan People's Party caucus criticized the spread of fake news, accusing 鏡集團 of contributing to misinformation.
Lu Shiow-yen criticizes food safety law amendment meeting as slapdash, says she is frustrated: The Ministry of Health and Welfare presented many proposals, but other ministries had not fully reviewed them
Published ・ Source Taiwan | 風傳媒
At a meeting on amendments to Taiwan’s Food Safety and Sanitation Act, the mayors of the six special municipalities criticized the Executive Yuan for inadequate preparation. Taichung Mayor Lu Shiow-yen said the Ministry of Health and Welfare had suddenly presented materials and that the various departments were also unaware of them, voicing concern about confusion.