{ "edition": "20260728-15", "language": "ja", "period_start": "2026-07-28T15:00:00+09:00", "period_end": "2026-07-28T18:00:00+09:00", "page": 7, "pages": 7, "received_in_period": 651, "listed_in_period": 651, "description": "2か国・地域のニュースと告知をここでまとめて取得できます：台湾 4ソース 339 件、日本 2ソース 312 件。180分ごとに1号。この時間帯に受信した全ソースの全記事を原文リンク付きで掲載します。", "countries": [ { "code": "TW", "name": "台湾", "items": 339, "sources": 4 }, { "code": "JP", "name": "日本", "items": 312, "sources": 2 } ], "number_of_items": 51, "items": [ { "id": 1721206, "anchor": "n1721206", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721206", "title": "台湾株が2000ポイント急落、0050は97元まで下落　まだ買える？資産運用の専門家が警告「2種類のETF」は絶対に買うな", "title_state": "translated", "summary": "台灣股市單日暴跌逾2000點，0050ETF價格跌至97元，投資人陷入套牢困境。理財專家施昇輝警告，切勿投資正2與反1等槓桿ETF，建議長期持有0050等原型ETF以因應市場波動。", "summary_state": "original", "facts": [], "companies": [], "published_at": "2026-07-28T15:30:00+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/lifestyle/11152216", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721205, "anchor": "n1721205", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721205", "title": "《怪奇物語》《海賊王真人版》都輸了！Netflix上半年最強歐美劇TOP10，冠軍狂吸1.04億觀看、雙視角追兇結局猜不到", "title_state": "original", "summary": "Netflixが2026年上半期の欧米ドラマ視聴ランキングを発表。『彼と彼女の嘘』が1.04億視聴で1位。ハラン・コブン原作や『怪奇物語』最終季が注目を集めた。", "summary_state": "source", "facts": [], "companies": [], "published_at": "2026-07-28T15:30:00+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/lifestyle/11152218", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721207, "anchor": "n1721207", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721207", "title": "「ウォール・ストリート・ジャーナル」発展途上国で急速に高齢化、年金負担に耐えられず", "title_state": "translated", "summary": "発展途上国、特にタイでは急速な高齢化が進み、社会保障が不十分なため家族や地域が介護の重荷を負っている。経済的余力のない中での「未富先老」が深刻な社会問題となっている。", "summary_state": "source", "facts": [], "companies": [ "ウォール・ストリート・ジャーナル", "世界銀行" ], "published_at": "2026-07-28T15:22:46+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152211", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721208, "anchor": "n1721208", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721208", "title": "大引け速報》台湾株が2030ポイント急落！台積電が70元下落、聯發科は10%近く急落、100銘柄超がストップ安目前", "title_state": "translated", "summary": "", "summary_state": "none", "facts": [], "companies": [ "台積電", "聯發科", "台達電", "鴻海", "群創", "友達", "力積電", "華航", "友訊", "緯創", "長榮航", "華邦電", "台新新光金", "鼎固-KY", "隆銘綠能", "光鼎", "點晶", "聯一光", "達航科技", "博晟生醫", "南亞", "台苯", "宏洲", "川湖", "百達-KY", "國巨", "旺宏", "茂矽", "順德", "矽統", "金像電", "凱美", "漢唐", "南亞科", "鼎元", "興勤", "銘旺科", "統懋", "京元電子", "立隆電", "大毅", "強茂", "希華", "一詮", "吉祥全", "華新科", "怡利電", "皇普", "晶豪科", "嘉晶", "禾伸堂", "欣興", "蔚華科", "日電貿", "凌航", "大量", "景碩", "台端", "創意", "台勝科", "世芯-KY", "泰宗", "國精化", "新唐", "臻鼎-KY", "聯茂", "力成", "矽格", "同欣電", "矽力*-KY", "鈺邦", "訊芯-KY", "GIS-KY", "捷敏-KY", "愛普*", "騰輝電子-KY", "嘉基", "邁科", "天二科技", "兆聯實業", "沛爾生醫-創", "成信實業*-創", "聯友金屬-創", "暉盛-創", "禾榮科", "尖點", "昇陽半導體", "台" ], "published_at": "2026-07-28T15:19:59+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11152205", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721209, "anchor": "n1721209", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721209", "title": "陸委会副主委のベトナム訪問報告はわずか70字？民衆党が「視察を装った観光」と批判、沈有忠氏「検証に耐えられる」", "title_state": "translated", "summary": "民衆党は、陸委会副主委の沈有忠氏がベトナム視察後に提出した報告が70字にすぎず、観光同然だと非難した。沈氏は、国安部門に1.3万字の詳細な報告書を提出しており、すべて検証に耐えられると答えた。", "summary_state": "translated", "facts": [], "companies": [], "published_at": "2026-07-28T15:17:19+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11152217", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721210, "anchor": "n1721210", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721210", "title": "三福宅邸-永安心、支払い条件を大幅緩和。", "title_state": "translated", "summary": "鉅陞國際開發は彰化市中心部で「三福宅邸-永安心」の住宅プロジェクトを販売開始し、9月15日までの期間限定支払い優遇を実施。契約時の支払いは66万元からで、住宅購入のハードルを下げ、暮らしのサービス設計を充実させる。", "summary_state": "translated", "facts": [], "companies": [], "published_at": "2026-07-28T15:14:58+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11152212", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721211, "anchor": "n1721211", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721211", "title": "世界二輪車大手が焼肉店に登場！焼肉 SmileとHonda Motorcycleの人気モデルがコラボ、限定セットやオーナー向け特典も", "title_state": "translated", "summary": "人気の一人焼肉ブランド「焼肉 Smile」が初めて世界二輪車大手Honda Motorcycleとコラボ企画を実施。限定メニューや車種展示、交流イベントを組み合わせ、ブランドの個性を打ち出し、若年層や二輪車ファンを呼び込む。", "summary_state": "translated", "facts": [], "companies": [ "Honda Motorcycle" ], "published_at": "2026-07-28T15:12:46+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11152206", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721212, "anchor": "n1721212", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721212", "title": "衛福部の「健康コイン」、9月の新学期前に開始　味付け卵や鶏むね肉と交換可能、交換方法を先取り紹介", "title_state": "translated", "summary": "", "summary_state": "withheld", "facts": [], "companies": [ "中聯" ], "published_at": "2026-07-28T15:12:31+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152201", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721213, "anchor": "n1721213", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721213", "title": "米国が初めて「台湾海巡と米沿岸警備隊」の共同訓練写真を自主公開　AITの投稿に隠された意味", "title_state": "translated", "summary": "米国在台協会（AIT）が初めて米国海岸警備隊と台湾海巡署の共同訓練写真を公開。台米の安全保障協力が表立ったものになり、台湾の海上貢献が米国から公式に評価された。", "summary_state": "source", "facts": [], "companies": [ "アメリカ在台協会（AIT）", "台湾海巡署", "米国海岸警備隊" ], "published_at": "2026-07-28T15:09:58+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152207", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721215, "anchor": "n1721215", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721215", "title": "ベルリンのテロ事件を機に言論を規制？ドイツ首相が「悪質な冗談」と致命的なテロ攻撃を並べて言及し、物議", "title_state": "translated", "summary": "", "summary_state": "withheld", "facts": [], "companies": [ "AfD", "CDU" ], "published_at": "2026-07-28T15:09:42+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152210", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721216, "anchor": "n1721216", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721216", "title": "中東危機がアジアのエネルギー戦争を引き起こす！CSIS：台湾・日本・韓国の政策が大転換、原子力が戦略の中核に返り咲く", "title_state": "translated", "summary": "中東の緊張激化でアジアのエネルギー供給が逼迫し、台日韓が核エネルギー政策を転換。CSISは核能が戦略的選択肢として再評価されていると指摘。", "summary_state": "source", "facts": [], "companies": [ "Kpler", "CSIS", "KHNP" ], "published_at": "2026-07-28T15:08:19+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152208", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720911, "anchor": "n1720911", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720911", "title": "深圳現地ルポ》水を一口飲んでからでないと駅に入れない？深圳地下鉄「史上最も厳しい保安検査」：安全を盾に通勤客数千万人を縛るのはなぜか", "title_state": "translated", "summary": "深圳地下鉄で全面的な保安検査が実施され、通勤客が長蛇の列を作り、中国の安全管理体制に疑問の声が上がっている。この措置はAPEC首脳会議を前にした警備強化とみられている。", "summary_state": "translated", "facts": [], "companies": [], "published_at": "2026-07-28T15:00:00+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11151989", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720910, "anchor": "n1720910", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720910", "title": "兄弟姉妹の遺留分が廃止！弁護士が緊急警告：「1つのこと」をしなければ遺産は結局きょうだいへ、独身・子どものいない人は注意", "title_state": "translated", "summary": "台湾の立法院が民法改正で兄弟姉妹の特留分を削除。遺言があれば配偶者に全財産を相続可能となり、無子世帯や独身者に大きな影響。", "summary_state": "source", "facts": [], "companies": [ "法律扶助基金会", "元拓法律事務所" ], "published_at": "2026-07-28T15:00:00+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/lifestyle/11152138", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720912, "anchor": "n1720912", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720912", "title": "兄弟姉妹の遺留分が廃止！台湾遺言協会が「まずこのことを」と呼びかけ、猶予期間の6カ月を活用するよう注意喚起", "title_state": "translated", "summary": "台湾の立法院が兄弟姉妹の特留分を削除する民法改正を可決。台湾遺囑協会は6か月の移行期間中に遺言の見直しを呼びかけ。相続の自由度が大幅に向上。", "summary_state": "source", "facts": [], "companies": [], "published_at": "2026-07-28T14:52:02+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152198", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720913, "anchor": "n1720913", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720913", "title": "「強制労働」を理由に関税引き上げ　中国商務部は強硬姿勢で応酬、米国が長年「強制労働」問題を政治利用していると批判", "title_state": "translated", "summary": "中国商務部は米国が『強迫労働』を理由に中国製品に12.5％の追加関税を課したことに反発。保護主義的措置だと批判し、対抗措置の可能性を示唆。", "summary_state": "source", "facts": [], "companies": [], "published_at": "2026-07-28T14:43:40+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152197", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720914, "anchor": "n1720914", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720914", "title": "アジア唯一の水陸両用型レジャー施設が嘉義にオープン　AI造波とスケートボードで家族連れやテック富裕層を呼び込む", "title_state": "translated", "summary": "光禹國際は嘉義にアジア唯一の水陸両用型レジャー施設「芯浪」を開設。AI造波やスケートボード施設を備え、家族連れやテック富裕層を呼び込み、宿泊観光を促進する。嘉義の観光転換にとって重要な取り組みだ。", "summary_state": "translated", "facts": [], "companies": [ "台積電" ], "published_at": "2026-07-28T14:40:43+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11152196", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720915, "anchor": "n1720915", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720915", "title": "頼清徳総統のまねで当局の調査を受けた？エンジニアが「油不得你」が罪になる可能性を指摘、「党はまた問題提起した人を排除している」", "title_state": "translated", "summary": "国民党が制作した反毒油動画『油不得你』でAIによる頼清徳大統領の声の模倣が問題視され、刑事局が調査に乗り出し、言論の自由を巡る政治的対立が激化している。", "summary_state": "source", "facts": [], "companies": [ "中聯油脂", "風向株式会社", "南僑" ], "published_at": "2026-07-28T14:38:49+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152195", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720916, "anchor": "n1720916", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720916", "title": "台湾の人々は東京やソウルに行かなくなった！旅慣れた人が選ぶ1カ所に「12万人が訪問」：宿泊費も食費も安く、グルメや絶景が豊富でリラックスできる", "title_state": "translated", "summary": "台湾虎航は岡山線就航10周年を記念し、桃太郎の特別塗装機を運航。高い回転率から沖縄線が最も収益性の高い路線となっており、台湾人旅行者が近距離でコストパフォーマンスの高い旅行を好む傾向が表れている。", "summary_state": "translated", "facts": [], "companies": [], "published_at": "2026-07-28T14:29:31+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/lifestyle/11149729", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720917, "anchor": "n1720917", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720917", "title": "規模は5000人超！漢光42号、南北の後備旅団で「旅団総動員」：部隊編成と戦力回復を検証", "title_state": "translated", "summary": "台湾国防部は、漢光42号演習で予備役軍人5000人超を動員し、台北と台南の2個旅団で旅団総動員を行うと発表。戦力回復と部隊編成能力を検証し、予備戦力の重要性が高まっていることを示す。", "summary_state": "translated", "facts": [], "companies": [], "published_at": "2026-07-28T14:25:22+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11152185", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720918, "anchor": "n1720918", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720918", "title": "腹部の張りが長く続く場合は要注意！悪性の「間質腫瘍」の可能性も　医師「早期発見は難しい」", "title_state": "translated", "summary": "50代の男性が半年以上続く腹部不快感で受診し、胃に6cmの胃腸道基質腫（GIST）が発見された。早期発見が難しく、定期健診の重要性が強調されている。", "summary_state": "source", "facts": [], "companies": [], "published_at": "2026-07-28T14:24:24+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152189", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720919, "anchor": "n1720919", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720919", "title": "パプアニューギニアに対抗措置！台湾が「LNGスポット購入の停止」を発表　外交部「同国経済にかなり大きな影響」", "title_state": "translated", "summary": "", "summary_state": "none", "facts": [ { "text": "今年上半期、台湾はパプアニューギニアから液化天然ガス約50万トンを購入した", "state": "translated", "quote": "今年上半年我國共向巴紐採購約50萬噸的液化天然氣" }, { "text": "中油公司も国際石油商社と年間購入契約を結んでおり、購入量は120万トン", "state": "translated", "quote": "中油公司也與國際石油貿易商簽購年度採購契約，採購數額是120萬噸" } ], "companies": [ "中油公司" ], "published_at": "2026-07-28T14:22:09+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11152188", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720920, "anchor": "n1720920", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720920", "title": "台湾株急落2000ポイントの元凶を特定？専門家が明かす1つの情報が市場の恐怖を招く：「影を見て銃を撃つ」", "title_state": "translated", "summary": "中国が自製DUV露光機の小量生産を開始したとの報道を受け、アジア株が全面安。台股は2000点超の暴落を記録。市場の過剰反応との見方があるが、中国の半導体国産化の進展は注目される。", "summary_state": "source", "facts": [], "companies": [ "ASML" ], "published_at": "2026-07-28T14:21:08+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://www.storm.mg/article/11152186", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720921, "anchor": "n1720921", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720921", "title": "AI株の急落、次はどんな悪材料か？市場は今週のFRBによる予想外の利上げを警戒、ウォーシュ氏の政策スタイルが試される", "title_state": "translated", "summary": "AI投資のリターンや中国の半導体技術の躍進に対する懸念が強まるなか、今週、FRBが予想外の利上げに踏み切る可能性があり、ウォーシュ議長の政策スタイルと市場の期待を管理する能力が試される。", "summary_state": "translated", "facts": [], "companies": [ "Citadel Securities" ], "published_at": "2026-07-28T14:07:29+09:00", "source_type": "storm", "source_name": "風傳媒", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://www.storm.mg/article/11152187", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723734, "anchor": "n1723734", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723734", "title": "鉅亨の隔週レポート》地政学リスクと高金利が併存、市場はどう見るべきか？", "title_state": "translated", "summary": "中東の地政学的緊張、高金利、関税リスクが市場を圧迫する中、AIとメモリー需要が投資の柱。鉅亨は堅調なテック企業への投資を推奨。", "summary_state": "source", "facts": [], "companies": [ "Tesla", "Micron", "Neuberger Berman", "Fuhwa", "Allianz" ], "published_at": "2026-07-28T16:50:10+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6548378", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723735, "anchor": "n1723735", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723735", "title": "AIへの恐怖がアジア株を圧迫！アジア株が全面急落しテクニカル調整局面へ、専門家「強欲は恐怖に変わった」", "title_state": "translated", "summary": "アジア株式市場が半導体関連の売りで全面急落。中国の技術進展とAI資金への懸念が背景。投資心理は「貪欲」から「恐怖」へ転換。", "summary_state": "source", "facts": [], "companies": [ "ASML", "NVIDIA", "OpenAI", "長鑫科技", "三星電子", "SK海力士", "東京エレクトロン", "キオクシア" ], "published_at": "2026-07-28T16:50:04+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6548321", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723736, "anchor": "n1723736", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723736", "title": "光モジュール大手の中際旭創、香港上場へ　価格は980香港ドル、7年で最大規模のIPO", "title_state": "translated", "summary": "", "summary_state": "none", "facts": [ { "text": "基礎募資額約為 534.10 億港元", "state": "original", "quote": "基礎募資額約為 534.10 億港元" }, { "text": "募資規模最高可達 614.22 億港元", "state": "original", "quote": "募資規模最高可達 614.22 億港元" }, { "text": "2025年の市場シェアは21.2％", "state": "translated", "quote": "2025 年市佔率達 21.2%" }, { "text": "2025 年全年獲利達 115.8 億元人民幣", "state": "original", "quote": "2025 年全年獲利達 115.8 億元人民幣" }, { "text": "メンバーには淡馬錫、貝萊德、阿布扎比投資局、阿里巴巴、騰訊など著名機関が名を連ねる。", "state": "translated", "quote": "成員包括淡馬錫、貝萊德、阿布扎比投資局、阿里巴巴及騰訊等知名機構。" } ], "companies": [ "中際旭創", "輝達", "Alphabet", "Meta", "淡馬錫", "貝萊德", "阿布扎比投資局", "阿里巴巴", "騰訊" ], "published_at": "2026-07-28T16:40:06+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548078", "link_level": "source", "link_label": "原文", "site_url": "https://ainews.idaeo.ai/a/3573146-ja.html", "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723737, "anchor": "n1723737", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723737", "title": "フィッチ、民営銀行の格付けは安定と指摘！M&Aの進展を評価、台新と永豐金を「ポジティブ」に引き上げ", "title_state": "translated", "summary": "フィッチは台湾の民営銀行の格付けを安定と評価し、台新銀行と永豊金の格付け見通しを「ポジティブ」に引き上げた。半導体やAI需要が経済を支え、合併による業績拡大が期待される。", "summary_state": "source", "facts": [], "companies": [ "台新国際商業銀行", "永豊商業銀行", "永豊金融控股" ], "published_at": "2026-07-28T16:36:25+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6548366", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723738, "anchor": "n1723738", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723738", "title": "〈不動産〉新北市の第2行政センター、9月に完成へ　鄉林、新荘・鴻福段で新規物件を計画", "title_state": "translated", "summary": "新北市の第2行政センターが9月に完成し、約3000人の公務員が入居する予定で、周辺の不動産市場を押し上げる。鄉林建設は新荘・鴻福段で第5弾の物件を投入し、通勤や生活の利便性を追い風に需要を取り込む。地域の発展に対する企業の信頼を示している。", "summary_state": "translated", "facts": [], "companies": [ "鄉林" ], "published_at": "2026-07-28T16:35:20+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548368", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723739, "anchor": "n1723739", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723739", "title": "労退新制度がさらに拡充！8月から月払い受給に猶予期間、自分で6％を拠出する前によく考えて", "title_state": "translated", "summary": "", "summary_state": "none", "facts": [ { "text": "自分で6％を拠出", "state": "translated", "quote": "自提6%" }, { "text": "30日間の猶予期間", "state": "translated", "quote": "30 天猶豫期" }, { "text": "10年の請求権", "state": "translated", "quote": "10 年請求權" }, { "text": "2026年8月1日", "state": "translated", "quote": "2026 年 8 月 1 日" }, { "text": "2026年7月17日", "state": "translated", "quote": "2026 年 7 月 17 日" } ], "companies": [ "永誠資產管理處" ], "published_at": "2026-07-28T16:32:26+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548369", "link_level": "source", "link_label": "原文", "site_url": "https://ainews.idaeo.ai/a/3573149-ja.html", "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723740, "anchor": "n1723740", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723740", "title": "鉅亨投資レーダー》株価が上がりすぎたら買えない？バックテストで3つの思い込みを検証！", "title_state": "translated", "summary": "", "summary_state": "none", "facts": [ { "text": "今後1年間の平均リターンは18.9％に達する", "state": "translated", "quote": "未來一年的平均報酬率則高達 18.9%" }, { "text": "今後1年間の平均リターンは27％に達する", "state": "translated", "quote": "未來一年的平均報酬率高達 27%" }, { "text": "今後1年間の平均リターンは依然として16.1％", "state": "translated", "quote": "未來一年的平均報酬率依然有 16.1%" } ], "companies": [ "彭博", "鉅亨買基金", "路博邁", "復華", "富邦" ], "published_at": "2026-07-28T16:23:31+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548330", "link_level": "source", "link_label": "原文", "site_url": "https://ainews.idaeo.ai/a/3573150-ja.html", "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723741, "anchor": "n1723741", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723741", "title": "元大銀行、亜湾支店が開業　資産管理、ファミリー資産計画、クロスボーダー金融サービスを一体化", "title_state": "translated", "summary": "元大銀行は高雄市のアジア新湾区に亜湾支店を設立し、資産管理、ファミリー資産計画、クロスボーダー金融サービスを統合。富裕層向けサービスを強化し、国際化戦略の展開を示す。", "summary_state": "translated", "facts": [], "companies": [ "元大金控" ], "published_at": "2026-07-28T16:16:13+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548322", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723742, "anchor": "n1723742", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723742", "title": "〈力成の決算説明会〉第2四半期は三率とも上昇、利益は2年半ぶり高水準　上半期は資本金の半分超を稼ぐ", "title_state": "translated", "summary": "", "summary_state": "none", "facts": [ { "text": "單季稅後純益達 22.19 億元", "state": "original", "quote": "單季稅後純益達 22.19 億元" }, { "text": "前四半期比20.3％増", "state": "translated", "quote": "季增 20.3%" }, { "text": "前年同期比131.1％増", "state": "translated", "quote": "年增 131.1%" }, { "text": "1株当たり税引き後利益は3元", "state": "translated", "quote": "每股稅後純益 3 元" }, { "text": "力成第二季營收 231.16 億元", "state": "original", "quote": "力成第二季營收 231.16 億元" }, { "text": "前四半期比8.45％増", "state": "translated", "quote": "季增 8.45%" }, { "text": "前年同期比27.99％増", "state": "translated", "quote": "年增 27.99%" }, { "text": "粗利益率は21.8％", "state": "translated", "quote": "毛利率 21.8%" }, { "text": "前四半期比2.4ポイント上昇", "state": "translated", "quote": "季增 2.4 個百分點" }, { "text": "前年同期比5.9ポイント上昇", "state": "translated", "quote": "年增 5.9 個百分點" }, { "text": "営業利益率は15.3％", "state": "translated", "quote": "營益率 15.3%" }, { "text": "前四半期比2.3ポイント上昇", "state": "translated", "quote": "季增 2.3 個百分點" }, { "text": "前年同期比5.1ポイント上昇", "state": "translated", "quote": "年增 5.1 個百分點" }, { "text": "力成上半年營收 444.3 億元", "state": "original", "quote": "力成上半年營收 444.3 億元" } ], "companies": [ "力成", "超豐" ], "published_at": "2026-07-28T16:15:32+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548329", "link_level": "source", "link_label": "原文", "site_url": "https://ainews.idaeo.ai/a/3573152-ja.html", "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723743, "anchor": "n1723743", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723743", "title": "香港株、年初来の自社株買い総額が1000億香港ドル超　約300社が実施", "title_state": "translated", "summary": "香港株式市場では今年、IPOブームと自社株買いの急増が同時に進み、IPO調達総額は2700億香港ドルを突破、自社株買い総額も1000億香港ドルを超えた。約300社が自社株買いに参加し、企業が市場を信頼していることを示した。", "summary_state": "translated", "facts": [], "companies": [ "騰訊控股", "友邦保險", "小米集團", "立訊精密", "勝宏科技", "牧原股份", "東鵬飲料", "藥明康德", "順豐控股", "中通快遞" ], "published_at": "2026-07-28T16:10:12+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548080", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723744, "anchor": "n1723744", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723744", "title": "ウォーシュ氏は手掛かり示さず！城堡證券「FRBは今週、1コード分のサプライズ利上げ」エネルギー価格急騰が最後の一押しか", "title_state": "translated", "summary": "城堡證券は、エネルギー価格の急騰とインフレ圧力の継続を主因に、FRBが今週、予想外に1コード分の利上げを実施すると予測した。市場の金融政策見通しを塗り替える可能性がある。", "summary_state": "translated", "facts": [], "companies": [ "城堡證券", "美國聯準會" ], "published_at": "2026-07-28T16:10:11+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6547420", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1723745, "anchor": "n1723745", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1723745", "title": "AIバリューチェーンの資金調達、香港株の新規上場市場の過半を占める　香港がハードテック資本の新たな拠点に", "title_state": "translated", "summary": "香港市場でAIバリューチェーン関連企業のIPO資金調達が全体の55%を占め、ハードテック中心の新興市場としての地位が強化されています。これは資本構造の変化を示しています。", "summary_state": "source", "facts": [], "companies": [], "published_at": "2026-07-28T16:07:55+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6547264", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721133, "anchor": "n1721133", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721133", "title": "SK海力士が先陣！日韓「メモリー御三家」が明日から相次いで決算発表、世界のAIインフラへの信頼を測る試金石が始動", "title_state": "translated", "summary": "SK海力士、三星電子、鎧俠が今週相次いで決算発表。AI需要で好業績が予想されるが、株価は下落しており、市場のAIインフラへの信頼度を試す重要な局面。", "summary_state": "source", "facts": [], "companies": [ "SK海力士", "三星電子", "鎧俠", "東京エレクトロン", "ソフトバンク", "マイクロソフト", "グーグル", "アマゾン", "NVIDIA" ], "published_at": "2026-07-28T15:40:03+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6548212", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721134, "anchor": "n1721134", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721134", "title": "閃迪の株価は1カ月で半値近くに、SK海力士は公開価格割れ　市場急変の原因は中国DRAM大手の上場だけか", "title_state": "translated", "summary": "中国のDRAM大手・長鑫科技が上海科创板に上場し、初日で株価が465.82%急騰。これにより米半導体株が大幅下落し、市場の競争構造に変化の兆しが出ている。", "summary_state": "source", "facts": [], "companies": [ "長鑫科技", "SK海力士", "閃迪", "威騰電子", "美光", "三星", "摩根士丹利", "香櫞資本", "Bernstein" ], "published_at": "2026-07-28T15:30:13+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6548079", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721135, "anchor": "n1721135", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721135", "title": "三星電機、MLCCを30％値上げ　8月1日から適用", "title_state": "translated", "summary": "三星電機は、世界的な電子機器需要の拡大とサプライチェーンの圧力を受け、8月1日からMLCC価格を30％引き上げると発表した。関連製品の出荷すべてに影響する。", "summary_state": "translated", "facts": [], "companies": [], "published_at": "2026-07-28T15:27:38+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548027", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721136, "anchor": "n1721136", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721136", "title": "長鑫科技、A株の時価総額トップに　幹部6人が人民元10億元の資産家入り", "title_state": "translated", "summary": "長鑫科技は上場初日に株価が465.82％急騰し、時価総額で工商銀行を上回ってA株の新王者となった。幹部6人の資産は10億元を超え、従業員持ち株制度も幅広く恩恵を受けた。", "summary_state": "translated", "facts": [], "companies": [ "工商銀行" ], "published_at": "2026-07-28T15:11:27+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6547477", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721137, "anchor": "n1721137", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721137", "title": "鉅亨投資レーダー》下落を恐れるな、バックテストが示す「押し目買いの継続」こそ勝利への道", "title_state": "translated", "summary": "鉅亨買基金の分析によると、市場下落時に「押し目買い王」戦略で買い増しを続ければ、恐怖から積み立てを止める投資手法より長期リターンが大きく上回る。この戦略は投資家が感情に左右されるのを防ぎ、より良い長期成績につながる。", "summary_state": "translated", "facts": [], "companies": [ "復華投信", "富蘭克林華美投信", "富邦投信" ], "published_at": "2026-07-28T15:09:21+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548003", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721138, "anchor": "n1721138", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721138", "title": "〈台湾株大引け〉史上3番目の下げ幅、2031ポイントの急落で大型株を直撃　41603ポイントで引け、直近安値を割り込み天井形成", "title_state": "translated", "summary": "台湾株は利上げ観測とAI投資への懸念から2031ポイント急落し、41,603ポイントで引けた。2カ月ぶりの安値を更新し、大型株は全面安。テクニカル面では天井を形成し、市場心理が悪化した。", "summary_state": "translated", "facts": [], "companies": [ "台積電", "聯發科", "台達電", "聯電", "日月光投控", "南亞科", "華邦電", "旺宏", "力成", "群聯" ], "published_at": "2026-07-28T15:06:05+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548190", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720841, "anchor": "n1720841", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720841", "title": "SK海力士、2026年下半期にLPDDR6量産へ　エッジAIとサーバー市場を狙う", "title_state": "translated", "summary": "SK海力士が2026年下半年にLPDDR6の量産を開始。エッジAIとサーバー市場を狙い、技術優位を確立するも、サムスンや中国勢との競争激化と株価の不安定さが課題。", "summary_state": "source", "facts": [], "companies": [ "SK海力士", "小米", "サムスン電子", "長江存儲", "輝達", "NVIDIA" ], "published_at": "2026-07-28T15:00:15+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6548076", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720842, "anchor": "n1720842", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720842", "title": "アップルの第3四半期決算が明らかに：クック氏の退任、iPhoneは最後の大一番を支えられるか？", "title_state": "translated", "summary": "アップルは2026会計年度第3四半期の決算を発表し、ティム・クックCEOの最後の業績説明会となる。iPhoneの需要堅調とサービス部門の成長が注目され、AI戦略の進展も焦点。", "summary_state": "source", "facts": [], "companies": [ "Google", "Meta", "Microsoft", "UBS", "Bank of America", "Visible Alpha" ], "published_at": "2026-07-28T15:00:14+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6547434", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720843, "anchor": "n1720843", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720843", "title": "台湾株がここまで下落、個人投資家は窮地に　最悪の場合、41200ポイント近辺で一斉に追証通知", "title_state": "translated", "summary": "台湾株が大幅下落し、信用取引の維持率が悪化。41250ポイントを割り込めば、大規模な追証発生の恐れがある。中央銀行がリスクを警告し、市場はFRBの金利判断に注目している。", "summary_state": "translated", "facts": [], "companies": [ "永豐金證券", "中央銀行", "群益投顧" ], "published_at": "2026-07-28T14:45:06+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548181", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720844, "anchor": "n1720844", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720844", "title": "韓国株が10％超下落、監督当局が個別株レバレッジETFの規制強化を検討", "title_state": "translated", "summary": "韓国の金融監督当局は、三星とSK海力士の株価急落で市場の取引が一時停止したことを受け、個別株レバレッジETFへの制限を検討している。個人投資家を保護し、値動きを抑える狙いで、規制強化の緊急性を示している。", "summary_state": "translated", "facts": [], "companies": [ "三星電子", "SK海力士", "長鑫存儲" ], "published_at": "2026-07-28T14:30:22+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548077", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720845, "anchor": "n1720845", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720845", "title": "〈注目株〉AI人気が高かった分、下げもきつく　大型株上位50銘柄の過半がストップ安", "title_state": "translated", "summary": "台湾株式市場はAI関連株の大幅安を受けて急落し、大型株上位50銘柄の過半がストップ安となった。市場はAmazon、Meta、微軟など大手テクノロジー企業の決算発表や、台湾の有力電子メーカー各社の決算説明会を注視しており、市場動向に大きな影響を与えそうだ。", "summary_state": "translated", "facts": [], "companies": [ "聯發科", "台達電", "聯電", "欣興", "南亞", "南亞科", "國巨", "華邦電", "環球晶", "群聯", "力積電", "旺宏", "華新科", "禾伸堂", "台積電", "Amazon", "Meta", "微軟", "日月光投控", "康和投顧", "光寶科" ], "published_at": "2026-07-28T14:24:27+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "zh-TW", "url": "https://news.cnyes.com/news/id/6548066", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720846, "anchor": "n1720846", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720846", "title": "41万人が恩恵！学生ローン金利を1％から0.775％に大幅引き下げ　臺銀が8月1日から取り扱い開始", "title_state": "translated", "summary": "台湾政府が学貸金利を1%引き下げ、返済猶予期間を延長。臺銀が8月1日から申込受付を開始し、41万人が受益見込み。", "summary_state": "source", "facts": [], "companies": [ "台湾銀行" ], "published_at": "2026-07-28T14:20:04+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6548047", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1720847, "anchor": "n1720847", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1720847", "title": "〈注目株〉台泥、欧州上場計画を正式始動　逆風下で底堅く推移し、半年線を回復", "title_state": "translated", "summary": "台泥が欧州上場計画「Project Arcadia」を正式発表。市場下落の中でも株価は堅調で、半年線を回復した。これは同社がセメント企業から持続可能な建材企業へ転換する戦略的布石。", "summary_state": "source", "facts": [], "companies": [], "published_at": "2026-07-28T14:17:54+09:00", "source_type": "cnyes", "source_name": "鉅亨網", "country": "TW", "country_name": "台湾", "source_language": "zh-TW", "summary_language": "ja", "url": "https://news.cnyes.com/news/id/6548057", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721364, "anchor": "n1721364", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721364", "title": "有価証券報告書－第21期(2025/05/01－2026/04/30)", "title_state": "source", "summary": "株式会社スマレジは、第21期（2025年5月1日～2026年4月30日）の有価証券報告書を提出した。企業の経営状況を網羅した重要な財務報告である。", "summary_state": "source", "facts": [], "companies": [], "published_at": "2026-07-28T16:41:00+09:00", "source_type": "edinet", "source_name": "EDINET 金融庁開示", "country": "JP", "country_name": "日本", "source_language": "ja", "summary_language": "ja", "url": "https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC21%E6%9C%9F(2025%2F05%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-28%2016%3A41", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721132, "anchor": "n1721132", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721132", "title": "有価証券報告書（内国投資証券）－第41期(2025/11/01－2026/04/30)", "title_state": "source", "summary": "スターツプロシード投資法人が第41期の有価証券報告書を公表。2025年11月1日から2026年4月30日までの運用状況を報告する財務書類である。", "summary_state": "source", "facts": [], "companies": [], "published_at": "2026-07-28T15:57:00+09:00", "source_type": "edinet", "source_name": "EDINET 金融庁開示", "country": "JP", "country_name": "日本", "source_language": "ja", "summary_language": "ja", "url": "https://api.edinet-fsa.go.jp/article/%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%88%E5%86%85%E5%9B%BD%E6%8A%95%E8%B3%87%E8%A8%BC%E5%88%B8%EF%BC%89%EF%BC%8D%E7%AC%AC41%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-28%2015%3A57", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] }, { "id": 1721070, "anchor": "n1721070", "permalink": "https://ainews.idaeo.ai/180m/20260728-15/index-ja-p7.html#n1721070", "title": "訂正有価証券報告書－第36期(2025/02/01－2026/01/31)", "title_state": "source", "summary": "株式会社ジェリービーンズグループが、第36期（2025/02/01-2026/01/31）の訂正有価証券報告書を提出。開示内容の適正化を目的とした対応。", "summary_state": "source", "facts": [], "companies": [ "株式会社ジェリービーンズグループ" ], "published_at": "2026-07-28T15:23:00+09:00", "source_type": "edinet", "source_name": "EDINET 金融庁開示", "country": "JP", "country_name": "日本", "source_language": "ja", "summary_language": "ja", "url": "https://api.edinet-fsa.go.jp/article/%E8%A8%82%E6%AD%A3%E6%9C%89%E4%BE%A1%E8%A8%BC%E5%88%B8%E5%A0%B1%E5%91%8A%E6%9B%B8%EF%BC%8D%E7%AC%AC36%E6%9C%9F(2025%2F02%2F01%EF%BC%8D2026%2F01%2F31)-2026-07-28%2015%3A23", "link_level": "source", "link_label": "原文", "site_url": null, "merged_count": 1, "merged_ids": [], "merged_urls": [] } ] }