AI News 180m Report

2026-07-27 12:00–15:00 JST

570 received, 570 listed, 5 sources ・ Page 6 of 6

One place for news and notices from 2 countries/regions: Japan, 436 items from 2 sources; Taiwan, 134 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)(70)

Auditors say drone defenses missed China's new frequency band; 國防部: System to be updated.

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • China has introduced new 5.1GHz models in recent years.
  • Buildout covering a total of 4 Category I and II drone frequency bands: 2.4GHz, 5.8GHz, 1.2GHz and 1.5GHz.

Companies mentioned:空軍、國家中山科學研究院、國防部、中科院、國防創新小組

7-Eleven issues a winning invoice worth tens of millions; customer spends 150 on a drink and hits the jackpot.

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • 1 special prize worth ten million
  • Original4張200萬特獎
  • Original3張雲端發票專屬獎100萬
  • Spent 150 on CITY CAFE and CITY TEA drinks.
  • Spent 154 on drinks and snacks.
  • Spent 110 on household necessities.
  • Spent 10 on Uni-President 麥香-series drinks.
  • Spent 60 on drinks and snacks.
  • Spent 30 on drinks.
  • Spent 82 on CITY CAFE and tea eggs.
  • Spent 107 on prepared foods and drinks.

Companies mentioned:統一超商、三立iNEWS

長鑫存儲 shares surge 471% at opening on listing debut, giving it the highest market value on China's stock market.

Published ・ Source Taiwan | 中央社 CNA

Summary not yet available

Facts

  • Soared 471.59% at the opening
  • Market value exceeds RMB 3.3 trillion.
  • Initially planned to raise RMB 29.5 billion.
  • 中芯國際's RMB 53.2 billion
  • Total funds raised reached RMB 57.919 billion.

Companies mentioned:長鑫存儲、長鑫科技、中芯國際

Taiwan | 風傳媒(41)

Zhang Linghe of The Pursuit of Jade makes the list! TOP 10 most convincing 'green tea' male leads in mainland Chinese dramas; the top pick is a peerless martial artist who still pretends to be frail and begs for a hug.

Published ・ Source Taiwan | 風傳媒

The appeal of “green-tea-type male leads” in Japanese dramas has attracted attention in recent years, with 10 top actors selected. They win women characters’ hearts by concealing their strength and playing up their vulnerability.

PAMABE enters senior care, launches back-supporting mattresses to tap the aging population market.

Published ・ Source Taiwan | 風傳媒

Taiwanese mother-and-child goods brand PAMABE has unveiled “PAMABE CARE護脊床墊” for older adults. Designed with caregiving, cleanliness and comfort in mind, it responds to the needs of an aging society.

Bank accounts and credit cards all frozen! Chen Peiqi laments that Ko Wen-je has become a 'zero-dollar beggar'; slams judicial unfairness on 3 points and says an international press conference will be held.

Published ・ Source Taiwan | 風傳媒

Chen Pei-chi, wife of Ko Wen-je, said her husband’s personal bank accounts, severance pay and credit cards had all been frozen, leaving him “a beggar with zero dollars,” and criticized what she called judicial unfairness. She announced plans for an international press conference.

Companies mentioned:木可公司

Why are young people aging faster now? University of Washington study links it to obesity, sedentary behavior and poor sleep; these lifestyle habits are also cancer risk factors.

Published ・ Source Taiwan | 風傳媒

A University of Washington study found that lifestyle habits such as obesity, sedentary behavior and poor sleep widen the gap between young people's biological and actual ages, increasing the risk of early-onset cancer.

Companies mentioned:華盛頓大學醫學院、德國癌症研究中心

Where is 'Gu A-ming' Huang Kunxuan now? The cast of The Dull-Ice Flower reunites 37 years later, and the director reveals why the 2 lost touch.

Published ・ Source Taiwan | 風傳媒

A digitally restored version of the film 魯冰花 is returning to theaters after 37 years, reuniting its director and cast. Huang Kun-hsuan’s whereabouts have become a topic of discussion.

Companies mentioned:国家電影及視聽文化中心

'This small, mountainous country is full of carcinogenic oil!' 1 year after the mass recall vote, Shen Zhengnan mocks pro-recall writers: 'Did you say a single word?'

Published ・ Source Taiwan | 風傳媒

Psychiatrist Shen Cheng-nan criticized writers who support the mass recall campaign for their indifference to social issues. He questioned their silence on Taiwan’s carcinogenic cooking oil problem and criticized their shallow thinking.

Companies mentioned:風傳媒

Not salmon! Experts recommend 4 nutritious fish; 'one slice provides 8 days' worth of Omega-3,' at a bargain price and excellent value.

Published ・ Source Taiwan | 風傳媒

Tan Tun-ci, a nurse at Linkou Chang Gung Memorial Hospital, introduced 4 types of fish rich in omega-3. One mackerel fillet provides 8 days’ worth, and its low price makes it a strong value, she said. She cautioned that salmon skin contains heavy metals and should be removed before cooking.

Massive anti-toxic-oil protest at Ketagalan Boulevard! KMT struggles to fund event as Cheng Li-wun 'breaks a ten-million-yuan time deposit' to help.

Published ・ Source Taiwan | 風傳媒

The Kuomintang held a large-scale anti-toxic-oil protest at Ketagalan Boulevard. To address funding difficulties, party chair Cheng Li-wun tapped her personal ten-million-yuan time deposit for support. The episode highlights the tension between the opposition party's mobilization power and its strained internal resources.

Companies mentioned:風傳媒

Li Sichuan calls for Shulin railway to go underground; Zhou Xuan hits back: Relocating the railway yard is impossible.

Published ・ Source Taiwan | 風傳媒

KMT candidate Li Sichuan proposed putting the railway from Shulin to Yingge underground, but Zhou Xuan questioned its feasibility, stressing that the challenge of relocating the railway yard remains unresolved and that Li made no progress on it when he was deputy mayor.

Intraday update: 台塑's four major companies plunge! Heavy selling weighs on Taiwan stocks; avoid these 3 major sectors to cut losses.

Published ・ Source Taiwan | 風傳媒

Taiwan stocks faced heavy selling today, with all four of 台塑's major companies plunging more than 6%; financial stocks bucked the trend and supported the market. Investors fear a global economic slowdown will hit the electronics and petrochemical industries.

Companies mentioned:台塑、南亞、台化、台積電、鴻海、聯發科、富邦金、國泰金、華新科、禾伸堂、台虹、中福、日馳、統領、隆銘綠能、兆豐金、第一金、華航、長榮航

After the 725 anti-toxic-oil protest, another rally on 801? Writer warns the KMT of 2 major pitfalls: Don't exhaust public anger all at once.

Published ・ Source Taiwan | 風傳媒

Writer Piaolang Daoyu warned that if the Kuomintang launches another protest on 801 immediately after the 725 anti-toxic-oil rally, public fatigue could sap its momentum and turn it into a political laughingstock. The party should make careful use of public anger and plan a long-term issue strategy.

Trump: 'Ammunition stockpiles' far exceed global needs; details of Iran military operation reveal room for diplomacy but readiness to open fire at any time.

Published ・ Source Taiwan | 風傳媒

U.S. President Trump stressed that U.S. military ammunition stocks are sufficient amid the confrontation with Iran, while keeping both diplomatic and military options open. His remarks counter media reports of ammunition shortages and aim to combine strategic pressure with negotiations.

Companies mentioned:ロックヒード・マーティン

Today's top news (7/27)! Latest 2026 cash handout bonus announced! Latest travel subsidy offers up to 3200 per person; longtime manufacturer announces 'Kaohsiung plant to halt production in October,' shares plunge to the daily limit.

Published ・ Source Taiwan | 風傳媒

Taiwan's government announced 2026 cash handouts and travel subsidies, with some areas offering up to 3600 and 3200, respectively. Long-established company 台苯 also announced a production halt after losses, and its shares fell to the daily limit.

Companies mentioned:台苯

中聯油脂's benzo[a]pyrene levels exceed limits, affecting 22 counties and cities across Taiwan! A guide to the toxic-oil supply chain investigation, with a lookup tool and return guide.

Published ・ Source Taiwan | 風傳媒

Edible oil produced by Taiwan's 中聯油脂 was found to contain excessive benzo[a]pyrene, affecting 22 counties and cities across Taiwan and involving more than a thousand companies. After the issue came to light, the government gradually traced and removed the affected products, but the slow recall drew public anger.

Companies mentioned:中聯油脂、泰山、福壽、福懋、南僑

The Pursuit of Jade and A Hundred Flowers Kill both lose out! Taiwan's 10 most popular dramas revealed: the top pick is so captivating you can't stop after one episode.

Published ・ Source Taiwan | 風傳媒

In LINE’s ranking of popular Taiwanese dramas, The Return of Agent Jin, starring So Ji-sub, took No. 1. Works across a range of genres also made the list, reflecting viewers’ broad interests.

Companies mentioned:LINE

New traffic rules take effect! Nationwide, fines of up to 3000 will apply, but many drivers and scooter riders still don't know.

Published ・ Source Taiwan | 風傳媒

The Highway Bureau of Taiwan’s Ministry of Transportation and Communications announced that the deadline to pay the 2026 highway use, maintenance and safety management fee (formerly the vehicle fuel fee) is July 31. Fees remain unpaid for 7.2 million vehicles, and late payments can incur fines of up to NT$3,000.

The Journalist: Kimi K3 shakes up open source; the U.S.-China AI race shifts from 'who is smarter' to 'who has more users'.

Published ・ Source Taiwan | 風傳媒

Chinese AI company 月之暗面 released the weights of Kimi K3, an open model with 3 trillion parameters, on July 27, 2026. The move signals a structural shift in the US-China AI race from developing the “strongest model” to achieving “broad deployment capabilities.”

Companies mentioned:OpenAI、Anthropic、Google DeepMind、Nvidia、Huawei、Databricks、Alphabet

Not the UK or France! The country with the most millionaire millionaires worldwide in 2026 revealed, with Taiwan surpassing Hong Kong and Singapore in the TOP 10.

Published ・ Source Taiwan | 風傳媒

Original2025年、世界で約100万人の新規100万ドル富豪が誕生。アメリカが44万人以上で首位、台湾は9,864人増で第13位にランクインし、香港・シンガポールを上回った。

Companies mentioned:Visual Capitalist

AI boom spreads to mainland China! 長鑫存儲 shares soar 470% on listing debut, setting a record and topping China's listed companies.

Published ・ Source Taiwan | 風傳媒

Chinese memory chipmaker 長鑫存储 listed on the STAR Market, and its share price surged more than 470% on its first day. With a market capitalization of 3.31 trillion yuan, it became China’s largest company, bringing a new wave of competition to the semiconductor market.

Companies mentioned:三星、SK 海力士、美光、中国工商銀行

Original《悲情城市》只排第2!10部「比課本更看得懂台灣」神級國片,這1名揭開上一代不敢說的秘密

Published ・ Source Taiwan | 風傳媒

This article introduces 10 films about Taiwan’s history and analyzes how each portrays the island’s past.

Wang Kai dies suddenly at 43! Why can young people die suddenly? Doctor says 80% of cases are linked to 'this one thing'.

Published ・ Source Taiwan | 風傳媒

Taiwanese actor 王凱, 43, died suddenly at home, shocking the entertainment industry. A doctor noted that 80% of sudden deaths among young people are related to cardiovascular disease.

Companies mentioned:台安醫院、三軍總醫院

Will the Executive Yuan refuse to countersign the KMT-TPP version of the Taiwan Future Account bill? Taiwan People's Party calls it 'absurd': If it believes the bill is unworkable, it should seek reconsideration.

Published ・ Source Taiwan | 風傳媒

The Legislative Yuan passed the opposition parties' version of the Taiwan Future Account bill, and the Executive Yuan may refuse to countersign it, sparking controversy. The Taiwan People's Party criticized Premier Cho Jung-tai as acting unconstitutionally and said he should seek reconsideration under the law.

Reports say Lai Ching-te will observe live-fire drills during Han Kuang; Ku Li-hsiung says no live-fire exercises are planned on Taiwan proper.

Published ・ Source Taiwan | 風傳媒

Taiwan Defense Minister Ku Li-hsiung clarified that no live-fire drills on Taiwan proper are planned for the Han Kuang exercises, and President Lai Ching-te's inspection schedule will not affect training. The response addressed erroneous media reports and opposition criticism.

Companies mentioned:聯合報

McDonald's officially ends 'table service' starting 7/29! Company says it will retain '1 channel'.

Published ・ Source Taiwan | 風傳媒

Starting July 29, McDonald's will end table service at self-order kiosks in stores across Taiwan, retaining only app ordering. The move reflects its digital transformation strategy and will affect customers' dining habits.

Will retirement benefits increase? New labor pension system takes effect; will employer contributions 'rise to 12%'? 勞動部 response revealed.

Published ・ Source Taiwan | 風傳媒

Since Taiwan's new labor pension system took effect in 2005, the statutory minimum employer contribution rate has remained at 6%, while labor groups are calling for it to rise to 12%. 勞動部 has conducted an initial assessment. Experts worry that an amendment could deepen the K-shaped economy and hurt traditional industries.

Companies mentioned:台灣工人鬥陣總工會、勞動部

5 major new labor pension rules take effect in August! People aged 60 and older, take note: retirement payout rules are changing significantly; see the latest Labor Insurance Bureau updates.

Published ・ Source Taiwan | 風傳媒

The Ministry of Labor will implement 5 major reforms to the labor pension system starting in August. The changes will have a major impact on workers aged 60 and older and on companies, making it essential to understand them promptly.

TOP 10 mainland Chinese dramas that mysteriously 'disappeared halfway through airing'! The top pick had viewers hooked, then was pulled with 3 episodes left; the ending remains unseen.

Published ・ Source Taiwan | 風傳媒

The article details cases in which 10 Chinese online dramas were suddenly removed while airing. The reasons include stricter reviews and sensitive subject matter.

Companies mentioned:愛奇藝、優酷、湖南衛視

Does Fu Kun-chi get the final say on whether the special law on unmanned vehicles passes? Chung Chia-pin alleges Fu personally promised AIT it would pass its third reading on 828.

Published ・ Source Taiwan | 風傳媒

DPP legislator Chung Chia-pin accused KMT lawmaker Fu Kun-chi of controlling the progress of the special law on unmanned vehicles and of promising AIT it would pass its third reading on August 28. The move was seen as turning the Legislative Yuan into a rubber stamp for one person's will.

Inverter air conditioning was off while the owner was out, yet the electricity bill surged by NT$30,000! 台電 identifies the culprits: 6 common appliances that 'burn through money' even on standby.

Published ・ Source Taiwan | 風傳媒

Original台湾電力公司(台電)が、家庭で待機状態でも電力を消費する「隠れた電力モンスター」6種を公表。除湿機や保温家電の24時間稼働が電気代急増の原因と警告。

Companies mentioned:台電

Original超商消費49元就中發票千萬大獎!誰5~6月有買這1包餅乾?最新中獎門市出爐

Published ・ Source Taiwan | 風傳媒

Original萊爾富公布5-6月統一發票中獎名單,新北市一名消費者以49元購買孔雀餅乾中得1000萬元特別獎,引發話題。此事件凸顯小額消費也有機會中大獎。

After the anti-drug rally at Ketagalan Boulevard, is a no-confidence motion becoming an option for the opposition? Huang Yang-ming lays out 3 scenarios: a test of whether Lai Ching-te dares to take the gamble

Published ・ Source Taiwan | 風傳媒

Following the 725 anti-drug rally on Ketagalan Boulevard, the possibility of an opposition-led no-confidence motion against the Cabinet has emerged. Media personality 黃揚明 analyzed 3 possible political developments, as the 賴清德 administration faces a test in how it responds.

International perspectives: Why was Penghu Sea Battle “pulled from release” in China despite clearly fitting the mainstream narrative of unification?

Published ・ Source Taiwan | 風傳媒

The patriotic film Penghu Sea Battle was abruptly pulled from release in China 6 days before its scheduled debut, drawing public attention. Although the film fits the political narrative of “unifying Taiwan,” it was blocked after touching a popular historical sentiment of “overthrow the Qing and restore the Ming,” reflecting tensions between official and popular ideologies.

Companies mentioned:央廣新聞網、BBC中文

The latest Kaohsiung mayoral poll shows a widening gap! “Who has more support, Lai Jui-lung or Ko Chih-en?” The startling results are out

Published ・ Source Taiwan | 風傳媒

A poll for the Kaohsiung mayoral election shows Lai Jui-lung leading Ko Chih-en, with support at 39.6% versus 31.6%. The gap in perceived likelihood of winning is even wider, at 27.5%. The results reflect firm blue and green voter bases, with swing voters leaning toward Lai Jui-lung.

Companies mentioned:震傳媒、山水民意研究股份有限公司

Original「1神級陸劇」今起八大開播!百種死法反套路評價卻兩極,網揪「4敗筆」直呼看不下去

Published ・ Source Taiwan | 風傳媒

八大戲劇台 will begin airing 書卷一夢 on the 27th. The fantasy romance, starring 李一桐, follows a character entering a book; its anti-formulaic approach has drawn attention, though reactions are divided.

Demon Slayer and Detective Conan lose out! In a poll of tens of thousands, the “manga that changed lives” TOP10 features a champion that resonates across generations; not reading it would mean missing out on life

Published ・ Source Taiwan | 風傳媒

A survey by Japan’s LINE Research has released its TOP10 list of manga that influenced people’s lives, with ONE PIECE taking first place. Demon Slayer and Detective Conan also ranked near the top.

Original買咖啡就中1000萬發票!7-11統一發票中獎清冊出爐,官方加碼1招讓獎金放大2倍

Published ・ Source Taiwan | 風傳媒

Original7-ELEVEN公布2026年5~6月統一發票中獎名單,共8名百萬以上得主,最低消費10元中200萬。OPENPOINT APP提供自動對獎與獎金放大機制,強化用戶黏著。

Kymco and Yamaha both lose out! This is the best-selling motorcycle in June; owners praise it as an affordable, fuel-efficient marvel with a large trunk, durability and easy handling

Published ・ Source Taiwan | 風傳媒

In June 2026, 三陽工業’s Dijue 125 series posted overwhelming sales in Taiwan’s motorcycle market. It outperformed Kymco and Yamaha, winning consumer support with its practicality and energy efficiency.

Companies mentioned:三陽工業、光陽工業、山葉発動機

This year’s strongest typhoon, Hongxia, makes landfall in Guangdong: more than 710,000 people evacuated, Hong Kong issues Hurricane Signal No. 9

Published ・ Source Taiwan | 風傳媒

This year’s strongest typhoon, Hongxia, made landfall in Guangdong, forcing more than 710,000 people to evacuate. Hong Kong issued Hurricane Signal No. 9, severely affecting transportation and public safety.

With Taiwan stocks on a roller coaster, which ETF should small investors buy to hedge? Experts name 1 resilient dark horse with returns outperforming 0050

Published ・ Source Taiwan | 風傳媒

Taiwan stocks have swung sharply. The market-cap-weighted ETF 009816, with its high TSMC weighting and low fees, has outperformed 0050 and actively managed ETFs, emerging as a resilient dark horse.

Companies mentioned:風傳媒

Did National Yang Ming Chiao Tung University’s faculty review committee hire Chinese scholars? Education Minister Cheng Ying-yao acknowledges “shortcomings”: a comprehensive investigation is underway

Published ・ Source Taiwan | 風傳媒

A dispute arose after a review committee at National Yang Ming Chiao Tung University invited a Chinese scholar. The education minister acknowledged “flaws in the composition” of the committee and ordered an investigation. Cuts to the budget for drone education have also raised concerns.

“These 3 types” of olive oil are unhealthy! A doctor says they accelerate brain decline and offers 3 tips for choosing healthy oil

Published ・ Source Taiwan | 風傳媒

Neurologist Cheng Chun-yu cites 2026 research indicating that choosing the wrong olive oil could accelerate brain decline. Only extra virgin olive oil offers brain-protective benefits, and consumers are urged to choose carefully.

Taiwan | 鉅亨網(23)

Unfazed by Taiwan stock volatility! Demand for actively managed ETFs stays hot as 00403A adds 25,000 investors in a single week to become the most popular

Published ・ Source Taiwan | 鉅亨網

As Taiwan stocks swung, demand for actively managed ETFs rose. 00403A added 25,000 investors in a single week to lead the pack, with total beneficiaries surpassing 1 million. This shows investors’ firm confidence in the long-term AI trend.

Companies mentioned:統一投信、復華投信、中信投信、富邦投信、CMoney

Could China’s era of foreign venture capital be over? Betting on 字節跳動 became a VC legend, while SIG disbands its China team

Published ・ Source Taiwan | 鉅亨網

Foreign VC firm 海納アジア is dissolving its China team and withdrawing from the country. Known for its successful investment in 字節跳動, it decided to exit because of structural changes in the Chinese market.

Companies mentioned:字節跳動、搜狐、網易、騰訊、紅杉資本、DST、KKR、凱雷グループ、老虎環球基金、泛大西洋資本

Cheap, open and powerful! US media: Chinese AI models break into the US market, with open source and strong value for money key to their success

Published ・ Source Taiwan | 鉅亨網

Chinese AI models are entering the US market with high cost-performance and open-source offerings. Their adoption by developers and companies is expanding, drawing attention from US media.

Companies mentioned:Mozilla、Anthropic、LilyList、Zhipu AI、Moonshot AI、Alibaba

〈Featured stock〉Nvidia moves into dark fiber; optical communications stocks keep rebounding and hold firm against the trend

Published ・ Source Taiwan | 鉅亨網

Nvidia is reportedly set to acquire US dark fiber assets, bolstering optical communications infrastructure for the AI era and lifting Taiwan optical communications stocks against the broader trend. Several stocks, including 東典光電, hit limit-up, reflecting strong market expectations for the convergence of AI and high-speed transmission.

Companies mentioned:東典光電、華星光、波若威、IET-KY、聯亞、環宇-KY、統新、前鼎

Original長鑫科技IPO高盛緊急開會!看好中國DRAM擴產、半導體設備國產化成新主線

Published ・ Source Taiwan | 鉅亨網

As Chinese memory maker 長鑫科技 prepares for its IPO, 高盛 has convened an emergency expert meeting. It views increased Chinese DRAM production and the localization of semiconductor equipment as key themes ahead.

Companies mentioned:長鑫科技、高盛、三星電子、SK海力士、北方華創、中微公司、盛美上海

〈Featured stock〉TaiGen’s interim analysis of its new drug differs from market expectations; shares hit a second consecutive limit-down

Published ・ Source Taiwan | 鉅亨網

Interim analysis results for 泰宗’s new drug U101 fell short of market expectations, making an early application for regulatory approval impossible. The share price plunged on consecutive days, hitting the limit down for 2 days in a row.

Will the South Korean market’s opening set the course? Samsung and SK海力士 create a global barometer of technology risk

Published ・ Source Taiwan | 鉅亨網

South Korea’s stock market is evolving into a global risk indicator in the AI era. The influence of Samsung and SK海力士 has driven a sharp rise in its correlation with the Nasdaq, drawing growing attention from international investors.

Companies mentioned:三星電子、SK海力士、摩根大通、匯豐、柏瑞投資、輝達、特斯拉

Taiwan’s drone alliance takes part in the Farnborough Airshow and signs an MOU with the UK’s ADS

Published ・ Source Taiwan | 鉅亨網

Taiwan’s drone alliance signed an MOU with Britain’s ADS, accelerating its international expansion. Cooperation between the Japanese and British aviation and defense industries is also advancing.

Companies mentioned:漢翔航空、ADS Group、Farnborough International

Logic performance gets another boost! Samsung confirms HBM5 will use a 2-nanometer base die, with performance up 50% from HBM4E

Published ・ Source Taiwan | 鉅亨網

Samsung Semiconductor announced that HBM5 will use a 2-nanometer process base die, delivering performance more than 50% higher than HBM4E and strengthening its competitiveness in AI and high-performance computing.

Companies mentioned:SKハイニクス、TSMC

Good news as case study of 共信-KY’s animal drug is published; company plans to expand clinical research to Australia

Published ・ Source Taiwan | 鉅亨網

Animal drug 思沛康, developed by 共信-KY, received the Ministry of Agriculture’s consent letter for an investigational drug, and research into treating tumors in horses was published in an international journal. The company plans to expand clinical research to Australia.

Companies mentioned:共信-KY

Buying the dip as Taiwan stocks fall! Beneficiary counts for the 10 most popular ETFs surge against the trend; this fund leads with a 363% monthly increase

Published ・ Source Taiwan | 鉅亨網

As Taiwan’s stock market fell, the number of beneficiaries of major ETFs rose sharply. 群益台灣加權正2 stood out with a 363% monthly increase, as investors concentrated funds in ETFs to diversify and seek a rebound.

Companies mentioned:CMoney、元大、群益、FT、永豐、凱基、中信

Profits at China’s industrial companies grew 18.7% in the first half of the year

Published ・ Source Taiwan | 鉅亨網

The summary of this item is not shown

〈Property〉Youth housing loan program 3.0 launches in August; in Taipei, Wenshan District is the best place to buy with a total loan price threshold below NT$35 million

Published ・ Source Taiwan | 鉅亨網

The Youth Housing Loan Program 3.0 takes effect in August, with a total loan price cap of NT$35 million in Taipei. Wenshan District has become a top choice for homebuyers thanks to its relatively affordable prices and larger floor areas. The policy affects the home-buying choices of young people and families planning to have children.

Companies mentioned:台灣房屋集團

US-Iran fighting pauses! Middle East supply risks ease, oil prices plunge 5% at today’s open, and stocks, bonds and gold rebound together

Published ・ Source Taiwan | 鉅亨網

As military tensions between the United States and Iran eased, supply risks in the Middle East declined, and international oil prices temporarily plunged 5%. Stocks, bonds and gold rose in tandem, prompting markets to reassess conditions.

Companies mentioned:Kpler、MST Marquee、The New York Times

Will the Fed raise rates this week? Market expectations are sharply divided as Warsh’s rejection of forward guidance fuels uncertainty

Published ・ Source Taiwan | 鉅亨網

With the Federal Reserve’s next meeting approaching, rising oil prices and incoming chair Warsh’s abandonment of forward guidance have split market expectations for rate hikes. The uncertainty highlights the difficulty of making policy decisions.

Companies mentioned:CMEグループ、アメリカ銀行、PGIM、Bianco Research、SMBC日興證券、ブルームバーグ、New Century Advisors

All 6 indicators in Taiwan’s July CCI fell; confidence in stock investment dropped the most

Published ・ Source Taiwan | 鉅亨網

国立中央大学台湾経済発展研究センター released its July Consumer Confidence Index (CCI), with the overall index at 64.58, down 0.47 points from the previous month. All six components fell, with “the timing of stock investments” posting the steepest decline.

Companies mentioned:国立中央大学台湾経済発展研究センター

〈Featured stock〉Japanese stocks’ low valuations attract interest; high dividends and trading houses become havens for capital

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • The Philadelphia Semiconductor Index plunged more than 4% last Friday
  • This year, the average price-to-earnings ratio of Japan’s 5 major trading houses rose at one point from 15.9 times to 19.8 times
  • Recently, it has fallen back to around 17 times as share prices corrected

Companies mentioned:美國聯準會 (Fed)、日本東證指數 (TOPIX)、中信日經高股息 (00956-TW)、復華日本龍頭 (00949-TW)、野村日本動能高息 (00972-TW)、富邦日本 (00645-TW)、國泰日本不動產 (009817-TW)、野村日本東證 (009812-TW)、中信日本商社 (00955-TW)、大和證券、中國信託投信

Iran’s supreme leader: We support Hezbollah in Lebanon and will continue to pursue a path of resistance

Published ・ Source Taiwan | 鉅亨網

Mojtaba Khamenei, son of Iran’s supreme leader, voiced support for Hezbollah and stressed that the resistance policy would continue. As tensions in the Middle East persist, he also set out conditions for negotiations with the United States.

〈Featured stock〉瑞磁ABC-KY’s MDx platform makes North American inroads at ADLM; shares rise more than halfway to limit-up

Published ・ Source Taiwan | 鉅亨網

瑞磁ABC-KY showcased its MDx-3000 platform at the ADLM exhibition, earning market recognition for its North American expansion. Shares surged more than halfway to limit-up, while first-half revenue rose 81% year over year, highlighting its technological strength and commercial progress.

AI infrastructure tie-ups enter a new phase! WSJ: Nvidia plans to provide $250 billion in guarantees for OpenAI’s Ohio data center

Published ・ Source Taiwan | 鉅亨網

AI chip giant NVIDIA is considering providing $250 billion in debt guarantees for OpenAI’s massive data center development. Cooperation on AI infrastructure is entering a new phase.

Companies mentioned:NVIDIA、OpenAI、ソフトバンク、WSJ

Sources: “Patriot” munitions are running low; Trump reverses course and orders attacks suspended

Published ・ Source Taiwan | 鉅亨網

President Trump temporarily halted airstrikes on Iran on July 24. The reasons were dwindling stocks of “Patriot” missiles and concerns about the risk of retaliation. The move could affect the military balance in the Middle East.

〈Taiwan stock market barometer〉Three sources of unease weigh on the market, with mounting pressure as investors wait for buyers to gather at lower prices

Published ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

  • Several Taiwan stock ADRs closed lower, sending the TAIEX down more than 230 points again in early trading today (27)
  • Original台股融資餘額仍高居 5800 億元
  • Original外資上周在台股呈現連續第 5 周賣超,但金額縮至賣超 471 億元
  • Original投信則有逢低加碼的意味,不僅連 14 周買超,買超金額更是連 5 周成長,上周達 645 億元
  • If the market fails to climb back above the quarterly moving average at 43964 points this week
  • In the worst case, a plunge below 41250 points could trigger a wave of forced selling
  • Strong support may therefore emerge at 42000 points

Companies mentioned:台積電、日月光、聯電、台新新光金、華南金、彰銀、永豐金、第一金、興富發、兆豐金、南亞、統一、大聯大、華航、波音、META、微軟、高通、Amazon、Apple

Microsoft secretly monitors every Windows PC! The FBI uses “it” to track hackers, igniting privacy controversy

Published ・ Source Taiwan | 鉅亨網

OriginalマイクロソフトのWindowsに組み込まれたGDIDという追跡機能が、FBIによる駭客の特定に利用され、プライバシー問題を引き起こしている。

Companies mentioned:マイクロソフト、FBI

Japan | EDINET 金融庁開示(3)

Securities Report

Published ・ Source Japan | EDINET 金融庁開示

The securities report of トヨタ モーター ファイナンス(ネザーランズ)ビーブイ has been disclosed.

Companies mentioned:トヨタ モーター ファイナンス(ネザーランズ)ビーブイ

Amended Securities Report—8th Fiscal Period (2025/04/01–2026/03/31)

Published ・ Source Japan | EDINET 金融庁開示

ダイヤモンドエレクトリックホールディングス株式会社 filed an amended report for its 8th fiscal year securities report.

Companies mentioned:ダイヤモンドエレクトリックホールディングス株式会社

Securities Report—54th Fiscal Year (2025/05/01–2026/04/30)

Published ・ Source Japan | EDINET 金融庁開示

株式会社ロック・フィールド has filed its securities report for the 54th fiscal year (2025/05/01-2026/04/30). The report provides detailed disclosures on the performance and financial condition of its prepared-food business.

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