624 received, 619 listed, 24 sources ・ Page 4 of 7
One place for news and notices from 2 countries/regions: Taiwan, 389 items from 14 sources; Japan, 230 items from 10 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Writer Ji Weiran has published his new book “The Human Game: Private Detective 3” and held a talk with Chang Kuo-li. He joked that protagonist Wu Cheng is an “Iron Egg Detective,” emphasizing that love is the real fatal flaw, and criticized stereotypical portrayals of detectives in both Eastern and Western fiction.
Companies mentioned：印刻文學
The essence of financial freedom is explained as freedom in 3 areas: money, time and space. Each has 4 levels, and inner fulfillment is also emphasized. The content is self-help oriented.
Companies mentioned：明白文化
In July 2026, several airlines launched or resumed direct flights to Japan and China from Taichung International Airport. International access to central Taiwan improved substantially.
Companies mentioned：中華航空、星宇航空、台湾虎航、中国東方航空、山東航空、浙江長龍航空、春秋航空
The film version of the popular character “Chiikawa” recorded box office revenue of 930 million yen on its opening day in Japan, becoming a social phenomenon. In Taiwan, it was classified as suitable for a protected audience, sparking debate.
Companies mentioned：TOHO Cinemas
The 2026 proposal for a universal 10,000-yen “citizen support payment” has passed its first reading in the Legislative Yuan. Some local governments will begin distributing region-specific “revitalization relief payments” on July 27. The eligible areas are Linnei Township in Yunlin County and Ruisui Township in Hualien County, where each person will receive 3,600 yuan and 3,000 yuan, respectively.
Companies mentioned：雲林県林内郷役場、花蓮県瑞穂郷役場
Taiwan stocks plunged nearly 1,200 points on the 24th. Financial expert Ruan Mu-hua warned that the market faces a key test next week, including the FOMC decision and earnings from tech giants; negative cash flow could put further pressure on stocks.
Companies mentioned：Microsoft、Meta、Amazon、Apple
The “cockroach movement,” which erupted after exam cheating in India's national medical exam, led to the education minister's resignation, while young people's political awakening dealt a blow to the Modi government.
Original中国の95後女優のうち、田曦薇が最も優れた映像作品のリソースを持つとされ、ネットユーザーの投票で1位に選ばれた。彼女や盧昱曉、周也らの台頭が注目されている。
Companies mentioned：東申未来、和頌伝媒、光線伝媒
The New Taipei Metro Sanying Line opened on June 30, drawing attention as a new tourism and commuting route connecting Sanxia, Yingge and Tucheng. Designed to link cultural, natural and educational sites along the route, it is a symbol of regional revitalization and sustainable urban development.
Taiwan’s 财政部 will issue the first batch of comprehensive income tax refunds on July 31, with an estimated 365.7万件 refunds totaling NT$61.24 billion. Each recipient is expected to get back about NT$16,000 on average.
Companies mentioned：财政部、国税局
A southward cloud system moving north will bring Taiwan 3 consecutive days of rain starting today. Localized heavy rain is possible in the southeast and the Hengchun Peninsula. The weather administration warns of thunderstorms and long-period swells, with skies gradually clearing from Wednesday.
Companies mentioned：中央氣象署
Experts and Japan’s Yamazaki Baking share proper ways to store bread, including using celery to retain moisture, ventilated packaging and freezing techniques to extend freshness and avoid waste. The advice is highly practical for consumers managing their daily diets.
Companies mentioned：Wheeldon Brothers、Yamazaki Baking
Michael Olise recorded 5 assists at the 2026 World Cup, drawing attention as a key part of France's attack. Once overlooked by top Premier League clubs and the England national team, he flourished with France, earning praise from Henry.
Companies mentioned：バイエルン・ミュンヘン、チェルシー、アーセナル、マンチェスター・シティ、クリスタル・パレス、レディングFC
台湾自来水公司 will impose phased water outages in parts of 12 counties and cities on July 27 for pipeline improvement work. Residents should store water in advance and take care to use it safely, including cutting power to pumps.
Companies mentioned：台湾自来水公司
Novelist Ji Weiran discussed his new work “The Human Game: Private Detective 3” at a literary talk. Through protagonist Wu Cheng, he critiques the imbalance between good and evil in contemporary society and the triumph of the death drive, reflecting his concerns about extreme rhetoric and social division. The work carries cultural and social significance.
Companies mentioned：印刻文學、風傳媒
味丹企業's limited-edition “Green Onion Freedom Minced Pork Soup Noodles” returned to 全聯, becoming a hot topic online. The quantity of green onions and the flavor of the minced pork were well received, and the product's popularity rebounded, with consumers buying it in bulk.
Companies mentioned：味丹企業、全聯、大全聯、萬家福
As Taiwan's Ministry of Agriculture bans using food waste to raise pigs, 台塑グループ and 御嵿 have partnered on a business producing biodiesel from food waste. 台鋼グループ also appears to be involved, drawing attention to collaboration between the energy and environmental businesses.
Companies mentioned：台塑グループ、御嵿、台鋼グループ、東典光電、力銘科技、寰聖国際、台塑新智能
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Companies mentioned：Palantir、Anduril、Shield AI、NVIDIA
Several travelers have had their documents mysteriously disappear after placing their passports alone in security trays at airports, with some even at risk of being unable to board. The incidents occurred at airports in Denmark, Japan, the Netherlands and elsewhere, prompting widespread discussion.
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Facts
Companies mentioned：阪前鐵板燒、王品集團、初魚 鐵板料亭、豊漁餐飲集團、旨醞鐵板料理、饗賓集團、潼精緻鐵板料理、Will's Teppanyaki、Ukai-tei Kaohsiung、饗宴鐵板燒、魚貫鐵板燒、NEST巢Teppanyaki、莫登鐵板燒
A Japanese defense scholar has published a book criticizing the “2027 Taiwan invasion theory,” stressing that peace in the Taiwan Strait is not just a military issue. The argument affects defense policies in the U.S., Japan, Taiwan and Australia, but the scholar warns against misreading China’s military objectives.
Facts
Companies mentioned：美軍、美國國會、美國中情局、共軍、自衛隊
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Companies mentioned：運動部、賴清德政府
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Companies mentioned：Uber Eats、foodpanda、Netflix、YouTube、App Store、Steam、Smile 速邁樂加油站、台北自來水事業處、全聯福利中心、第一銀行、彰化銀行、全國農業金庫、農（漁）會信用部、信用合作社、7-11、全家、萊爾富、OK、美廉社
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Companies mentioned：飛虎隊、陳納德、史迪威、蔣中正、克勞塞維茨、羅斯福、魏德邁、馬歇爾、勝利計畫、胡佛研究所、亞凱迪亞會議、戴維斯、謝偉思、盧登、赫爾利、蒙巴頓、艾森豪、邱吉爾、希特勒、大西洋堡壘、蘇聯、阿爾發計劃、何應欽、中國共產黨
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Companies mentioned：沙烏地阿拉伯、胡塞武裝、伊朗、美國、中國、日本、韓國、葉門、科威特、巴林、卡達、阿曼
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Companies mentioned：Tatmadaw、中信集團
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Companies mentioned：台積電、中研院、台灣大學、清華大學、陽明交大、中央大學、法國國家科學院、台灣高等研究學院
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Companies mentioned：imdb
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Facts
Companies mentioned：Moonshot AI、OpenAI、Anthropic、Google、DeepSeek
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Companies mentioned：台積電、蘋果、高通、英特爾、超微、德儀
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Companies mentioned：台灣職棒、自由時報、PTT、Threads、YouTube
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Companies mentioned：孫立人、蔣中正、杜聿明、林彪、毛澤東、白崇禧、薛岳、劉備、關公、劉封、秦始皇、王翦、戴笠、項羽、謝雪紅、台共、中研院、自立早報、風傳媒
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Companies mentioned：東南、鳳凰、雄獅、台中國際機場、觀光署、KEYPO大數據關鍵引擎
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Companies mentioned：瑞三鑛業
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Companies mentioned：《穿著旗袍的女孩》、《潘人木作品精選集》、《人生從此不一樣》、《送別》、《綵衣》
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Companies mentioned：台北101、豐田汽車（Toyota）
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Companies mentioned：新工人樂團、打工文化藝術博物館、工友之家、同心小學、同心互惠商店、工友圖書室、打工青年演出隊、新工人藝術團、打工博物館、新工人戲劇小組、新工人劇團、新工人詩篇、新工人劇場、富士康
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Companies mentioned：中央電影公司、Netflix、friDay、CATCHPLAY、國光劇團、軍中劇團、復興劇校、坎城金棕櫚、金馬獎、PTT、Instagram、小紅書、TikTok、Reels
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Companies mentioned：美國聯邦通訊委員會、哈佛甘迺迪學院Ash Center、GitHub、C2PA、路透社、Canon、Starling Lab、歐盟、中選會、食藥署、中聯油脂、司法院、法務部
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Companies mentioned：聖石金業
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Companies mentioned：李洋、王齊麟、周天成、莊智淵、林昀儒、林郁婷、謝典霖、羽協、棒協、林華韋、林宗成、辜仲諒、亞洲棒球總會、亞棒總、亞洲職棒大聯盟、運動部、中職、美職、日職、韓職
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Companies mentioned：Grab、foodpanda、Delivery Hero
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Companies mentioned：台灣大學、史丹佛大學、美國國防工業、中國時報、中科院、原能會、台電公司、中信集團、開發工銀、開發金控、中信銀行、中信金控、時報出版
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Companies mentioned：中聯油脂
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Companies mentioned：雲林縣林內鄉、花蓮縣瑞穗鄉、新竹縣橫山鄉、新竹縣關西鎮、宜蘭縣頭城鎮、苗栗縣西湖鄉、苗栗縣三灣鄉、花蓮縣光復鄉、花蓮縣萬榮鄉、花蓮縣鳳林鎮、花蓮縣秀林鄉、台東縣東河鄉、澎湖縣西嶼鄉
U.S. President Donald Trump's temporary suspension of attacks on Iran eased tensions in the Middle East and sent oil prices sharply lower. This created room for a temporary recovery in technology stocks. The decline in geopolitical risks affected the market.
三星電子 and SK海力士 signed semiconductor supply contracts worth $950 billion with U.S. companies. Strengthening supplies of AI HBM is deepening strategic cooperation between the United States and South Korea. This could give South Korea an opportunity to play a central role in the global AI supply chain.
Companies mentioned：三星電子、SK海力士、輝達、博通、SKグループ、Naver、OpenAI、Anthropic
The United States imposed tariffs under Section 301 of its trade law, but Taiwan received a preferential rate of 10%, giving it an advantage over Japan, South Korea, China and Vietnam. This will enhance the export competitiveness of machinery, machine tools and hand tools.
The widening conflict in the Middle East has deepened the Red Sea crisis and driven up international oil prices. Taiwan's CPC, with government support, made small increases to gasoline and diesel prices but absorbed more than 15.7 billion yen to protect people's livelihoods.
TOTO, 日東紡 and 味之素 are contributing to AI demand through materials and components used in semiconductor manufacturing, and their share prices have risen by as much as 78%. AI-related demand is spreading to non-IT companies as well.
Companies mentioned：TOTO、日東紡、味之素
Growing AI demand has boosted sales of Matsukawa Precision's relay products for AI data centers by 80%, bringing them to 17% of the company's sales mix. The company is accelerating production expansion in Mexico and Vietnam.
Companies mentioned：緯創 (3231-TW)、光宝 (2301-TW)、台達電 (2308-TW)
The RTX Spark edge AI device, jointly developed by Micro-Star International and 輝達, sold out before its release, driving optimism for the PC industry's second half. Expanding demand for AI PCs is behind the trend.
Companies mentioned：華碩、宏碁、輝達
Original台股24日拉回修正，唯緯創與反向ETF守穩，外資連續買超使其股價連五日收紅，帶動多檔含緯創的ETF報酬突破4%。此反映市場對AI基本面穩健標的的偏好。
Companies mentioned：緯創、國泰、凱基、富邦、元大、大華、復華、統一
As demand for AI computing power surges, the power architecture of data centers is changing, with BBUs drawing attention as core components. Panasonic is planning a major production increase, creating growth opportunities for Taiwan-Japan supply chains.
Companies mentioned：Panasonic、AES-KY、順達
Signum, a geopolitical consulting firm, released the “TACO Index,” which points to the possibility of a shift in President Trump's Iran policy. It analyzed that July 26, when market stress reached a certain level, was the date with the highest likelihood of a policy reversal.
Companies mentioned：Signum、Reuters
Former President Trump joked at the White House Correspondents' Dinner that he would “run again in 2028” and wore a red hat. However, his approval ratings are falling amid distrust over his Iran policy and the economy, raising political risks.
Companies mentioned：France 24、Washington Post、CNN、New York Times、Fox News、Ipsos
Yemen's Houthi forces launched a missile attack on Saudi Arabia as U.S. airstrikes on Iran were temporarily halted. Escalating tensions in the Middle East sent oil prices soaring and threatened international security.
Companies mentioned：アラムコ
As the industry shifts from Nvidia GB300 to VR200, liquid cooling is becoming standard equipment in AI servers, driving structural growth in Taiwan's thermal-management supply chain. 奇鋐 and 双鴻 are among the main beneficiaries.
Companies mentioned：奇鋐 (3017-TW)、双鴻 (3324-TW)、川湖 (2059-TW)、富世達 (6805-TW)、健策 (3653-TW)、Nvidia、AMD、Meta、AWS
Advances in quantum computing could threaten the cryptographic systems used by Bitcoin and banks, and ムーディーズ warned of potential losses of up to $3 trillion. Financial institutions have begun joint countermeasures.
Companies mentioned：ベライド、ARK Invest、フェデラル、コインベース、マイクロストラテジー、ギャラクシー・デジタル、IBM、ムーディーズ
OriginalAIエージェントの普及により、CPUの需要が急増。インテル、AMD、NVIDIAが三者による覇権争いを展開しており、市場構造が大きく変わる可能性がある。
Companies mentioned：インテル、AMD、NVIDIA、Wedbush、ジョージア工科大学、TrendForce、中信証券
Intel posted revenue of $16.128 billion in the second quarter of 2026, with its data center business growing 59% year over year on AI demand. The importance of CPUs is being reassessed, and demand is expected to grow through 2028.
Companies mentioned：NVIDIA、AMD、SambaNova、Arm
Elon Musk predicted that AI would surpass humanity within 5 years and advocated self-regulation through “peer audits.” He also referred to his feud with OpenAI while emphasizing both risks and opportunities.
Companies mentioned：Tesla、SpaceX、OpenAI、Google DeepMind、Anthropic、xAI
25 U.S. tech companies have issued an open letter opposing restrictions on open-source AI. NVIDIA CEO Jensen Huang voiced his support in his first tweet, highlighting divisions over the industry's direction.
Companies mentioned：輝達、微軟、Meta、IBM、戴爾科技、Palantir、ServiceNow、Hugging Face、Mistral、Y Combinator、a16z、Linux基金會、OpenAI、Anthropic、月之暗面
Moody's warned that expanding AI investment is making major tech companies more asset-heavy and squeezing free cash flow. Massive capital spending and off-balance-sheet lease liabilities are raising credit risks.
Companies mentioned：マイクロソフト、アマゾン、Alphabet、Meta、オラクル、CoreWeave、OpenAI、Anthropic
Cathie Wood of ARK Investers made a contrarian purchase of about 160,000 shares after Tesla's stock plunged following its earnings announcement. The move signals strong faith in long-term growth and has drawn considerable market attention.
Companies mentioned：Tesla、SpaceX、Tempus AI
Oil prices have recovered to above $100, but gains have been limited despite geopolitical risks and tight supply. Experts warn of the largest supply shortfall in history in 2026.
Companies mentioned：摩根大通、高盛、Merritt Point Partners、Raymond James
As tech giants such as Alphabet and Meta continue to pour huge sums into AI data center construction, bond markets are beginning to reassess credit risks. Rising capital expenditures are increasing financial burdens and heightening investor concern.
Companies mentioned：Alphabet、Amazon、Meta、Microsoft、Oracle、GE Vernova、NVIDIA、S&P Global、Mizuho Securities、Barclays
三星電子 and SK海力士 have announced AI semiconductor partnerships totaling about $950 billion with U.S. companies. The strategic alliance spans HBM supply, advanced manufacturing and AI data centers, marking an opportunity for South Korea to become deeply involved in the core AI supply chain.
Companies mentioned：三星電子、SK海力士、NVIDIA、博通、SKグループ、SK電訊
Iran's ballistic missile strikes are becoming more accurate, with growing speculation that Chinese satellite imagery and Russian tactical support are behind the improvement. This poses a serious threat to U.S. air defense systems.
Companies mentioned：Mizar Vision
Original台湾の5-6月統一発票の当選番号が25日に発表され、1000万円の特別賞は「38548029」。当選者は8月6日から11月5日までに換金可能で、コンビニや銀行で受け取れる。
Goldman Sachs forecasts U.S. IPO fundraising will hit a record $225 billion in 2026, but trading volume and company quality have not yet reached bubble levels. The drivers are AI, private equity exits and an improving macroeconomic environment.
Companies mentioned：高盛證券、輝達 (NVDA-US)、微軟 (MSFT-US)、Alphabet (GOOGL-US)、亞馬遜 (AMZN-US)、Meta (META-US)、甲骨文 (ORCL-US)
“Blue-collar” semiconductor stocks have fallen 21% from their June peak, reflecting weakening industrial demand and signaling a potential economic warning. These companies broadly supply the automotive and factory equipment sectors, making their performance a leading industry indicator.
Companies mentioned：Texas Instruments、Analog Devices、NXP Semiconductors、Microchip Technology、ON Semiconductor、STMicroelectronics、Infineon、Monolithic Power Systems
The Trump administration has imposed new tariffs, citing forced labor and excess production capacity. It is also considering retaliatory measures against the EU, signaling that the trade war could drag on.
Companies mentioned：Apple、Alphabet、Google
U.S. President Donald Trump said preparations were underway for large-scale airstrikes against Iran. Tensions in the Strait of Hormuz are rising, pushing oil prices higher. Negotiations between the U.S. and Iran are continuing, but the possibility of military action has not been ruled out.
輝達 has raised prices for its GPU bundles again as video memory costs continue to climb, affecting the RTX 50 series and older graphics cards. The move will hit the mid- and low-end markets and delay new product launches, underscoring continued supply-chain pressure.
Companies mentioned：AMD
Original英特爾宣布將2026年資本支出提高至逾200億美元，全力投資AI與先進製程。高盛肯定短期業績改善，但對長期轉型能否成功持審慎態度。
Companies mentioned：高盛、超微、輝達、博通
Major AI-related companies, including Microsoft, Meta and Apple, will report earnings next week. Capital spending and revenue growth will be key to determining market confidence in AI investment.
Companies mentioned：Tesla、Alphabet、Microsoft、Meta、Apple、Amazon、NVIDIA、SK Hynix、Broadcom、Micron、OpenAI、Anthropic、SpaceX、Google
SpaceX shares have fallen since its IPO, and Morgan Stanley analysts say the market is undervaluing its AI business. They say an investment opportunity has now emerged.
Companies mentioned：Morgan Stanley、Goldman Sachs、Bank of America、Citigroup、JPMorgan Chase、Bloomberg、Renaissance Macro
Industrial computer maker JPC is cautiously optimistic about sales growth this year. Its shares hit the limit-up for 兩 consecutive days, reaching a 20-month high, as the market responded positively to its niche-market strategy and AI demand.
RFID electronic tag maker Yongdao-KY saw sales expand as its new Vietnam plant came online and demand grew, sending its shares up 18.57% for the week. Net buying by foreign investors also helped the stock reach a 3-month high.
Companies mentioned：永豐餘集團、韋僑 (6417-TW)
The Office of the U.S. Trade Representative (USTR) announced final measures in its Section 301 forced-labor investigation, applying a preferential tariff rate of 10% to Taiwan, matching the EU. Tariffs were waived on 2231 items, including 118 items unique to Taiwan that were specifically protected. The move will help strengthen Taiwan's trade competitiveness.
Because the AI market has a “winner-takes-all” structure, major tech companies have little choice but to continue massive capital spending. Analysts say Nabid's growth is already reflected in its share price, while AMD still has room to rise.
Companies mentioned：Nvidia、Microsoft、Apple、Alphabet、Amazon、Meta、Tesla、AMD
U.S. company Science Corp. has received European sales approval for PRIMA, a brain-computer interface that can restore vision in patients with age-related macular degeneration. As the world's first CE-certified medical BCI device, it marks a major step toward commercializing BCIs for medical use.
Companies mentioned：Neuralink
Wan Hai shares surged nearly 10% this week to a 5-month high, buoyed by elevated freight rates and new ship deliveries, signaling strong peak-season momentum for the shipping industry.
Intel has formally decided to begin mass production using its 14A process in 2028, driven by technological progress and growing customer engagement. It marks an important step as competition in the semiconductor industry intensifies.
Qualcomm is accelerating its move into the AI data center market, taking on the “memory wall” challenge with its HBC architecture and strategic M&A. Research institutes forecast explosive growth through 2029.
Companies mentioned：Citrini Research、NVIDIA、Micron、Broadcom、Microsoft、Alphawave、Modular
Taiwan's June export orders hit a record $95.26 billion. 緯創 opened an AI factory in Texas and began producing NVIDIA GB300 boards. Semiconductor ETF “00891” revamped its constituent stocks to strengthen its AI supply chain.
Companies mentioned：緯創、NVIDIA、中信關鍵半導體、穩懋、中美晶、聯合再生、泰山、福壽、福懋油
SK Group Chairman 崔泰源 and 輝達 CEO Jensen Huang met ahead of the AI summit to deepen cooperation on next-generation memory and AI factories, strengthening their strategic ties in the AI supply chain.
Companies mentioned：輝達、SK海力士、SK電信、三星電子、現代汽車集團、Naver、KAIST、OpenAI、Anthropic、博通
AMD announced numerous partnerships at its “Advancing AI 2026” event, and analysts raised their price targets to as high as $800. Growth in the AI chip market is gathering momentum.
Companies mentioned：AMD、Anthropic、NVIDIA、Microsoft、Futurum Equities、Moor Insights & Strategy、Benchmark
Strong demand for AI servers and AI PCs helped ASUS post record June revenue above NT$千億, and it joined the Vera Rubin supply chain. Foreign investors were net buyers for 17 straight days, reflecting market optimism about its AI transformation.
Nvidia and SK Group announced an AI partnership plan worth more than $500 billion, covering AI data centers and next-generation memory development. The move strengthens global AI infrastructure competitiveness and is of major significance to the semiconductor and technology industries.
Companies mentioned：SK海力士、SK電信、Naver、Brookfield
緯創 opened a new factory in Texas, and NVIDIA CEO Jensen Huang emphasized that AI demand would continue to grow. Its shares rose 28.78% for the week, while foreign investors were net buyers of more than 150,000 lots.
Companies mentioned：NVIDIA
Tesla and SpaceX shares plunged, cutting Musk's wealth by $130 billion. Qualcomm raised prices, citing supply shortages caused by AI demand. CEO Jensen Huang and others called for protections for open-source AI, while Trump signaled tougher tariffs on the EU. Market anxiety is spreading.
Companies mentioned：Tesla、SpaceX、Qualcomm、NVIDIA、Microsoft、Meta Platforms、IBM、Google
Waymo may end its partnership with Uber on self-driving taxi services in 2028, reports said, sending Uber shares lower.
Companies mentioned：Alphabet、Waymo、Uber
Qualcomm announced double-digit chip price increases starting in September, citing rising supplier costs and semiconductor shortages driven by AI demand, which are affecting global technology supply chains.
Companies mentioned：Qualcomm、TSMC、Samsung Electronics、Xiaomi、Meta Platforms、Apple、NVIDIA、Intel
Former U.S. President Trump hit back at the EU over its massive fines against U.S. tech companies, announcing trade investigations and the introduction of high tariffs. Trade tensions between the U.S. and Europe could flare up again.
Companies mentioned：Google、Apple、Meta、Amazon
Originalバローズ銀行は、ホルムズ海峡の航行危機が長期化すれば、2026年のブレント原油価格が1バレル150ドルに達する可能性があると警告している。このリスクは地政学的緊張の高まりに起因し、市場に大きな影響を与える。
Companies mentioned：Barclays
Gold prices rebounded, rising 0.9% for the week. Hopes for renewed U.S.-Iran peace talks pushed oil prices lower, easing concerns about inflation and interest rate hikes and reviving demand for gold.
Tesla and SpaceX shares plunged, reducing Musk's fortune by about $130 billion. Excessive investment in future technologies is seen as the cause, and short-term profit growth is considered difficult.
Companies mentioned：CNBC、Argus Research
The U.S. dollar posted its biggest weekly gain in 1 month, driven by geopolitical tensions in the Middle East, inflation concerns stemming from higher oil prices and expectations of a Federal Reserve rate hike. Market risk aversion is intensifying.