{
 "edition": "20260730-12",
 "language": "zh-Hans",
 "period_start": "2026-07-30T12:00:00+09:00",
 "period_end": "2026-07-30T15:00:00+09:00",
 "page": 8,
 "pages": 8,
 "received_in_period": 715,
 "listed_in_period": 715,
 "description": "这里一次整合 2 个国家／地区的新闻与公告：日本 2 个来源 574 条、台湾 3 个来源 141 条。每 180 分钟一期，这期入库的所有来源、每一条都列出，附原文网址。",
 "countries": [
  {
   "code": "JP",
   "name": "日本",
   "items": 574,
   "sources": 2
  },
  {
   "code": "TW",
   "name": "台湾",
   "items": 141,
   "sources": 3
  }
 ],
 "number_of_items": 15,
 "items": [
  {
   "id": 1750526,
   "anchor": "n1750526",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750526",
   "title": "AI需求推升内存！高盛喊买三星：DRAM连两季双位数涨价 HBM明年估飙87%",
   "title_state": "opencc",
   "summary": "高盛分析AI需求带动内存价格上涨，维持买进三星電子的评等。HBM价格预计于2027年上涨87％，长期合约有助于稳定营收。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "三星電子"
   ],
   "published_at": "2026-07-30T12:20:05+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/6551994",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750527,
   "anchor": "n1750527",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750527",
   "title": "〈焦点股〉愛德萬測試财报报喜 2档日本半导体ETF大涨逾5%",
   "title_state": "opencc",
   "summary": "愛德萬測試公布优于预期的财报并上调全年展望，带动日本半导体设备股与在台挂牌的日本半导体ETF大涨逾5%。此反映AI驱动的测试需求持续升温。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "愛德萬測試",
    "東京威力科創",
    "迪思科",
    "台新日本半導體",
    "中信日本半導體"
   ],
   "published_at": "2026-07-30T12:18:36+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/6551990",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750528,
   "anchor": "n1750528",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750528",
   "title": "桦汉携手新加坡制造商会 共创半导体与AI新局",
   "title_state": "opencc",
   "summary": "工业电脑制造商桦汉与新加坡制造业联合总会（SMF）签署半导体及AI领域合作备忘录。这是加速实体AI全球布局的重要一步。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "Google Cloud",
    "鴻海",
    "Arm",
    "Intel",
    "Kontron",
    "Nera Telecommunications",
    "帆宣",
    "瑞祺電通"
   ],
   "published_at": "2026-07-30T12:12:02+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/6551982",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750529,
   "anchor": "n1750529",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750529",
   "title": "库班、贝瑞示警：AI热潮过度依赖辉达 风险升高",
   "title_state": "opencc",
   "summary": "亿万富豪马克・库班与投资人麦可・贝瑞警告，AI热潮过度依赖NVIDIA，并指出市场的连锁风险。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "NVIDIA",
    "OpenAI",
    "Microsoft",
    "CoreWeave",
    "SK Hynix"
   ],
   "published_at": "2026-07-30T12:10:03+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/6551349",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750171,
   "anchor": "n1750171",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750171",
   "title": "TechInsights Q2 DRAM市场报告：AI重塑定价与供需 HBM跃居产业新主角",
   "title_state": "opencc",
   "summary": "TechInsights发布2026年Q2 DRAM市场报告。AI需求使HBM成为内核，价格与获利结构出现根本性变革。サムスン、SKハイニクス、マイクロン获利大增。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "TechInsights",
    "サムスン",
    "SKハイニクス",
    "マイクロン",
    "輝達",
    "長鑫存儲"
   ],
   "published_at": "2026-07-30T12:00:04+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/6551770",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750172,
   "anchor": "n1750172",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750172",
   "title": "富邦媒发布百名配送司机职缺 平均月薪7万元 年薪上看百万",
   "title_state": "opencc",
   "summary": "富邦媒子公司富昇物流因业务成长，全台招募百名配送司机，提供平均月薪近7万、年收破百万的优渥待遇，强调稳定货量与公司负担工作成本，吸引具外送经验人才。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "富邦媒",
    "富昇物流"
   ],
   "published_at": "2026-07-30T11:58:08+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/6551967",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750173,
   "anchor": "n1750173",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750173",
   "title": "神助手！AI新十大建设Q2秀肌肉 首创法务专属LLM「秒查」消化1年1600万案件",
   "title_state": "opencc",
   "summary": "国家发展委员会公布AI新十大建设第2季成果。法务专用LLM及AI在教育、医疗领域的应用持续推进，加速社会基础设施效率提升，与民众生活息息相关的成果逐渐显现。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-07-30T11:57:20+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/6551889",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750174,
   "anchor": "n1750174",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750174",
   "title": "历史经验：台股盘中跌2千点以上 后市各期间正报酬几率100%",
   "title_state": "opencc",
   "summary": "台股盘中跌逾2000点，但历史数据显示后市平均涨幅可观，正报酬几率达100%。群益投信建议逢低布局台股ETF，尤其看好AI供应链与主动式ETF的长期机会。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "群益投信"
   ],
   "published_at": "2026-07-30T11:50:39+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/6551925",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750175,
   "anchor": "n1750175",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750175",
   "title": "沙国也下场了 与美国联手一次炸了伊拉克7个省",
   "title_state": "opencc",
   "summary": "美国与沙特阿拉伯空袭伊拉克7个省份的伊朗支持武装组织，造成多人死伤。伊拉克政府谴责此举侵犯主权，中东局势更加紧张。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "米軍中央司令部",
    "サウジアラビア国防省",
    "人民動員組織"
   ],
   "published_at": "2026-07-30T11:49:27+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/6551775",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750176,
   "anchor": "n1750176",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750176",
   "title": "〈财报〉成也AI败也AI！三星半导体狂赚 手机业务首见亏损",
   "title_state": "opencc",
   "summary": "AI需求急增，三星半导体部门创下史上最高获利；另一方面，内存价格飙涨使手机事业17年来首度转亏。AI造成内部事业两极化的情况日益明显。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "三星証券"
   ],
   "published_at": "2026-07-30T11:39:43+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/6551795",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750177,
   "anchor": "n1750177",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750177",
   "title": "债市不信华许抗通膨承诺 殖利率飙升揭他「虚张声势」",
   "title_state": "opencc",
   "summary": "FRB决定暂不升息，但市场对华许主席的发言表示不信任，长期利率急升。股市也大幅崩跌，政策可信度受到质疑。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "盈透證券",
    "Wolfe Research",
    "花旗",
    "Conning",
    "Meta",
    "Microsoft"
   ],
   "published_at": "2026-07-30T11:30:02+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/6551410",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750178,
   "anchor": "n1750178",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750178",
   "title": "希捷：輝達下一波AI升级关键可能不是GPU",
   "title_state": "opencc",
   "summary": "希捷主张，AI下一阶段的性能提升不只仰赖GPU进化，也在于优化保存架构。运用KV缓存可降低成本并提高效率。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "輝達",
    "SK海力士"
   ],
   "published_at": "2026-07-30T11:15:37+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/6551373",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750179,
   "anchor": "n1750179",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750179",
   "title": "辉达供应商中际旭创今日赴港挂牌 早盘股价跌近2%",
   "title_state": "opencc",
   "summary": "中国光通信大厂、NVIDIA供应商中际旭创在香港上市。首日开盘价较公开发行价低1.8％，募资金额约529亿日圆。该公司作为受惠于AI需求扩大的基础设施相关股票而受到关注。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "NVIDIA",
    "淡馬錫",
    "モルガン・スタンレー",
    "ベライザー",
    "アリババ",
    "テンセント",
    "周大福"
   ],
   "published_at": "2026-07-30T11:09:49+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/6551776",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750180,
   "anchor": "n1750180",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750180",
   "title": "〈焦点股〉台光电上半年EPS 42.46元亮眼 与欣兴成电子股反攻双箭头",
   "title_state": "opencc",
   "summary": "台光电2026年第2季纯益达98.7亿元，单季再创历史新高。上半年EPS为42.46元，股价也反弹。AI需求扩大带来助力。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "欣興 (3037-TW)"
   ],
   "published_at": "2026-07-30T11:04:20+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/6551888",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1750416,
   "anchor": "n1750416",
   "permalink": "https://ainews.idaeo.ai/180m/20260730-12/index-zh-Hans-p8.html#n1750416",
   "title": "有价证券报告书（国内投资证券）－第20期（2025/11/01－2026/04/30）",
   "title_state": "opencc",
   "summary": "投资法人みらい提交第20期（2025/11/01-2026/04/30）有价证券报告书，报告该投资法人营运状况。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-07-30T12:30:00+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%AC20%E6%9C%9F(2025%2F11%2F01%EF%BC%8D2026%2F04%2F30)-2026-07-30%2012%3A30",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}