US media: 川普 orders new round of attacks on 伊朗, possibly as soon as the weekend
Published ・ Source Taiwan | 中央社 CNA
Summary not yet available
Facts
伊朗 fires 5 missiles at a US military base in Jordan
Since the US and 以色列 jointly launched military action against 伊朗 in late February, the war is about to enter its 6th month
The Strait of Hormuz is a major global shipping lane; before the Middle East war broke out, 1/5 of the world's oil and natural gas was transported through the strait
和泰車 (2207-TW) rose more than 13% for the week, reaching a 5-month high of NT$573. Strong RAV4 sales, a recovery at Lexus and the consolidation of new businesses were contributing factors.
川普 administration takes stakes in 6 more chipmakers, expanding its investment portfolio to 30 companies
Published ・ Source Taiwan | 鉅亨網
The Trump administration invested up to $874 million in 7 companies, including semiconductor firms, and acquired shares. Government investments in private companies have expanded to 30 companies, strengthening its role as a “national shareholder.” Unrealized gains of more than $70 billion on the Intel investment have drawn attention as a policy success story.
Did Japan sell US Treasuries to defend the yen? Intervention estimated at $53 billion; 30-year yield hits its highest level since 2007
Published ・ Source Taiwan | 鉅亨網
Japan carried out massive currency interventions to counter the weak yen and sold U.S. Treasuries. This sent long-term U.S. interest rates sharply higher and spread unease across global markets.
Companies mentioned:日本銀行、ブローキングス研究所、キャピタルエコノミクス、Trading Point XM
AI duo fuel rally: Nasdaq rebounds 1%, rises for 2 straight days; Microsoft surges more than 21% for the week
Published ・ Source Taiwan | 鉅亨網
Strong results from Microsoft and Amazon boosted enthusiasm for AI stocks, lifting the Nasdaq for a second straight day. Microsoft surged 21.75% for the week, and market confidence in AI investment recovered.
Micron shares turned lower after gains amid interest-rate concerns and profit-taking; SK Hynix saw price divergence in South Korea and the US; Apple warned that DRAM prices were unusually high. These developments reflect the tug-of-war between AI demand and macroeconomic risks.
U.S. and Israel reportedly plan strikes on Iranian energy facilities, with action possible as early as this weekend
Published ・ Source Taiwan | 鉅亨網
The United States and Israel are planning airstrikes targeting Iranian energy facilities, pending approval from President Trump. The uncertainty could have a major impact on the Middle East and energy markets if the strikes are carried out.
Taiwan stocks’ wildest-ever rebound, a week of earnings briefings from heavyweight electronics stocks, and Taiwan’s Q2 GDP revised up to 12.92%: This week in review
Published ・ Source Taiwan | 鉅亨網
Taiwan’s leading semiconductor companies accelerated AI investment, and the Taiex posted its biggest gain on record. The GDP growth forecast was also revised sharply higher.
Apple says soaring memory prices are like a “once-in-a-century flood,” signaling DRAM market needs more suppliers
Published ・ Source Taiwan | 鉅亨網
Apple CEO Tim Cook described the sharp rise in DRAM prices as a “once-in-a-century flood,” voicing concern about market concentration. The remarks highlighted the serious pressure AI demand is putting on the semiconductor supply chain and drew attention across the industry.
Hot stock: Dai Ling’s strong earnings provide a cushion, with foreign investors backing the stock; shares rise 7.42% for the week and climb above all moving averages
Published ・ Source Taiwan | 鉅亨網
Vacuum metallized film maker 岱稜科技 reported strong results in 2026, buoyed by robust demand in North America’s trading card market. Revenue hit a record, shares gained 7.42% for the week and climbed above all moving averages, with net buying by foreign investors providing support.
Hot stock: TSMC hits limit-up in rare move; 00631L surges 18.75% in a day to lead the entire market
Published ・ Source Taiwan | 鉅亨網
On July 31, Taiwan’s stock market posted its biggest gain on record, and TSMC hit the daily limit for the first time in 6 years. Leveraged ETF “00631L” rose 18.75%, delivering the market’s top return. This reflects the strength of the AI supply chain and a market recovery led by large-cap stocks.
SK Hynix shares in Korea soar 30% and hit limit-up, while ADRs fall 3.6%; AI buying shows divergence
Published ・ Source Taiwan | 鉅亨網
SK hynix shares in South Korea surged 30% in a single day, driving the KOSPI higher, while its ADR fell. The divergence in enthusiasm for AI-related stocks at home and abroad has raised concerns about market volatility.
Hot stock: Accton’s 800G and 1.6T switches have strong fundamentals; investment trusts provide support as shares gain 12% in 2 days
Published ・ Source Taiwan | 鉅亨網
Shares of Taiwan network equipment maker 智邦 surged on strong demand for 800G and 1.6T high-speed switches. Investment trusts continued to add to their holdings, and the stock gained more than 12% in 2 days.
Hot stock: Century Wind Power approaches peak wind farm construction, may enter floating platform market; shares gain more than 7% this week despite market volatility
Published ・ Source Taiwan | 鉅亨網
世紀風電 (2072-TW) is entering the construction peak for offshore wind power phases 3-1 and 3-2, with possible participation in a floating platform for phase 3-3. Its shares rose more than 7% for the week, reflecting expectations for deepwater wind development in Taiwan.
Shipping traffic through the Strait of Hormuz hits another record low; Trump says he will keep hitting Iran until it “can’t take it anymore”
Published ・ Source Taiwan | 鉅亨網
Ship traffic through the Strait of Hormuz has fallen to a record low. U.S. President Trump stressed military pressure on Iran and offered no hope for a diplomatic solution, pointing to a prolonged crisis in the Middle East.
Amazon receives $600 million in tariff refunds and will pass some of it on to consumers
Published ・ Source Taiwan | 鉅亨網
Amazon announced that it received about $600 million in tariff refunds and would return some of the money to consumers. The move follows a U.S. Supreme Court ruling that the Trump administration’s tariffs were unlawful and could have a ripple effect across the retail industry.
Nvidia overtakes Apple again to reclaim title as world’s most valuable company
Published ・ Source Taiwan | 鉅亨網
Nvidia shares rose, overtaking Apple to become the world’s most valuable company once again. The rise was driven by growing demand for AI chips and partnerships with cloud companies.
Iran war disrupts supply chains; two major U.S. oil companies expect diesel prices to keep rising through the second half of the year
Published ・ Source Taiwan | 鉅亨網
エクソンモービル and シェブロン warned that diesel prices could rise in the second half of the year, citing the situation in Iran and declining exports from China. They are maintaining high operating rates, but tight supply is expected to persist.
Companies mentioned:エクソンモービル、シェブロン、RBC Capital Markets
Micron retreats after soaring 18% the previous day; shares plunge 5.9% Friday as rate-hike worries and profit-taking emerge
Published ・ Source Taiwan | 鉅亨網
U.S. chipmaker Micron drew attention amid rising AI demand, but its shares plunged on concerns about higher interest rates and profit-taking. Volatility continues amid shifting supply and demand and macroeconomic conditions.
Apple is assessing Chinese memory suppliers in hopes of easing supply and cost pressures
Published ・ Source Taiwan | 鉅亨網
Apple is considering deals with Chinese memory makers 長鑫存儲 and 長江存儲 in response to rising memory prices. Its supply chain strategy is drawing attention, amid opposition from the U.S. Congress.
SpaceX falls 20% below its IPO price to a record low; Starship’s heat shield is just one of many challenges
Published ・ Source Taiwan | 鉅亨網
SpaceX shares fell about 20% from their IPO price, setting a new low. As technical challenges with Starship’s thermal protection system (TPS) draw attention, achieving reusability remains key to the business model.
The AI spending spree reaches a turning point: combined market value swings at six tech giants approach $2 trillion in a week
Published ・ Source Taiwan | 鉅亨網
After the earnings reports of the 6 largest U.S. tech companies, the market was divided over AI investment. Microsoft, Amazon and Alphabet significantly increased their market capitalizations on cloud growth, while Apple, Meta and Tesla fell.
SpaceX’s first earnings report countdown: Morgan Stanley maintains $300 target, says AI value remains undervalued as the most dangerous moment approaches
Published ・ Source Taiwan | 鉅亨網
SpaceX will report its first earnings since going public on Aug. 4. Its share price has fallen by half from its high, and a large stock release is due on Aug. 6. Morgan Stanley said the value of its AI business is underestimated and maintained its $300 price target.
After the close: Iran conflict hits shipping; oil prices surge more than 20% in a month, their biggest gain since March
Published ・ Source Taiwan | 鉅亨網
Geopolitical tensions in the Middle East disrupted shipping, sending oil prices up more than 20% in July. Brent crude posted its biggest gain since March, as markets reacted sensitively to supply risks.
WSJ: Trump orders fresh strikes on Iran, potentially beginning this weekend and lasting several days
Published ・ Source Taiwan | 鉅亨網
U.S. President Trump ordered new military strikes against Iran. They are expected to begin over the weekend and continue for several days. The conflict over nuclear development and control of the strait is deepening, and the path to a diplomatic solution is narrowing.
Brazil rolls out E32 gasoline policy, raising ethanol blend to 32% and officially launching a 180-day trial
Published ・ Source Taiwan | 鉅亨網
Brazil launched its E32 policy on Aug. 1, requiring gasoline to be blended with 32% ethanol, in a 180-day trial. The aim is to boost energy independence and the biofuel industry, with gasoline imports expected to fall by about 900 million liters annually.
After the close: Amazon surges more than 15%, Apple tumbles more than 7%; Nasdaq closes higher but posts its worst July performance since 2006
Published ・ Source Taiwan | 鉅亨網
Amazon shares surged more than 15% on strong earnings, while Apple fell more than 7% on weak services performance. The Nasdaq rebounded, but July was its worst month since 2006.
New York FX: Dollar falls more than 1% in July amid mixed signals from the Fed and inflation data; yen rises sharply for 2 straight days
Published ・ Source Taiwan | 鉅亨網
The U.S. dollar fell more than 1% in July, amid distrust of Fed policy and easing inflation. The yen rose for a second straight day on speculation about currency intervention. Markets are watching the outlook for monetary policy.
After the close: Gold gains more than 1% in July, its best monthly performance since February
Published ・ Source Taiwan | 鉅亨網
Gold prices rose 1.1% in July, posting their best monthly return since February. Easing inflation reduced expectations of interest rate hikes, creating supportive conditions for the precious metals market.
Trump: U.S. will “strike Iran hard,” vows to win the war
Published ・ Source Taiwan | 鉅亨網
U.S. President Trump said he would continue “fierce attacks” against Iran. He aims to prevent Iran from acquiring nuclear weapons and to win the war, responding through both military action and diplomatic negotiations. The situation has major international implications.
Who would benefit most if Tesla spun off its China business? The answer may be Elon Musk, not shareholders
Published ・ Source Taiwan | 鉅亨網
Elon Musk denied reports that Tesla’s China business would be spun off, but the possibility of internal discussions has been suggested. The move is seen as a potential sign of plans for a merger with SpaceX.
Companies mentioned:Tesla、SpaceX、BYD、The Wall Street Journal、Bloomberg
4 zodiac signs make the best husbands: “They earn money and care for the family, or they’re completely devoted to their wives”—marrying one means you’ve won for the rest of your life.
Published ・ Source Taiwan | 風傳媒
Men born under the zodiac signs of the dog, ox, pig or rabbit are said to be the “husbands who love their wives most” because of their sense of responsibility and compassion. Zodiac signs are only a guide, however; a successful marriage depends on mutual effort.
Could military, public-sector and teaching pensions rise? Li Lai-hsi reveals the next move in the protest: the pension shortfall caused by excessive deductions means not just 2 years of underpayments.
Published ・ Source Taiwan | 風傳媒
Taiwan’s legislature passed a bill to “halt pension cuts” at the end of 2025, and pension differences for about 180,000 retired military personnel, public servants and teachers were made up in Aug. 2026. However, 李來希 is seeking repayment of deductions from 2024 and 2025 and has vowed further protests.
C羅 was once a playboy who rejected marriage! His fiancée Georgina’s “1 trick” completely changed him, and after 9 years together, they have pledged to spend their lives together.
Published ・ Source Taiwan | 風傳媒
Soccer star Cristiano Ronaldo went from a former playboy to preparing for marriage after 9 years of dating Georgina. Her loving approach is said to have been key to his transformation.
[The Journalist] Quanta’s stunning fundraising plan sends shares to limit-down: Why are Taiwan’s AI leaders “selling more but earning thinner margins”?
Published ・ Source Taiwan | 風傳媒
廣達 announced an overseas capital increase of about 70.3 billion yen, but the market reaction was cool and its shares plunged. Amid growing demand for AI servers, the move highlighted the structural challenge of a widening gap between rising sales and profit margins.
Taichung Green Museumbrary and Hanshin Arena lose out! Taiwan’s TOP 10 hottest new attractions and landmarks: “This one takes the crown,” visitors say, praising the convenient transport and saying it’s worth visiting again.
Published ・ Source Taiwan | 風傳媒
A ranking analyzing online buzz about new tourist attractions and landmarks that opened in Taiwan from the second half of 2025 onward has been released. Taichung Green Museumbrary took the top spot, with many people praising its convenient transportation and saying they wanted to visit again.
Behind the scenes: He’s on edge! Chiang Wan-an proposes a no-confidence motion, leaving a KMT heavyweight rattled.
Published ・ Source Taiwan | 風傳媒
Taipei Mayor 蔣萬安 led street protests over food safety issues and later called for a no-confidence motion, but his momentum is fading amid opposition from influential figures within his party. The developments could affect the political landscape.
2026 Kaohsiung seaside cafe guide: 11 hidden spots with ocean views, from Kaohsiung’s “Little Busan” to front-row cliffside seats—take in romantic sunsets all at once.
Published ・ Source Taiwan | 風傳媒
A guide introduces 11 seaside cafes scattered along Kaohsiung’s coastal areas. They are attracting attention as spots where visitors can enjoy the charm of a port town and natural scenery.
Commentary: Is the Taiwan Stock Exchange also “hiding the cards”? Market panic erupts as Taiwan stock market data updates stop—where is the professionalism?
Published ・ Source Taiwan | 風傳媒
The Taiwan Stock Exchange has stopped updating data on market margin maintenance ratios, prompting mounting criticism that it is “hiding information.” This has dealt a serious blow to market transparency and the credibility of regulators.
《逐玉》 and 《子夜歸》 lose out! The TOP 10 list of Tian Xiwei’s best Chinese dramas is out, with the winner scoring as high as 8.2 and keeping viewers hooked after just 1 episode.