1018 received, 1017 listed, 5 sources ・ Page 11 of 11
One place for news and notices from 2 countries/regions: Japan, 946 items from 2 sources; Taiwan, 71 items from 3 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
U.S. President Trump confirmed that negotiations with Iran would take place once a week, with the aim of reopening the Strait of Hormuz. Military action has been temporarily suspended, and diplomatic talks have become the new focus. The development is important for energy markets and geopolitical tensions.
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Facts
Companies mentioned：毅嘉、毅嘉科技
After stocks hit record highs, overheated semiconductor trading has raised market concerns. Experts advise investors to focus on asset allocation and risk management, and examine the investment value of commodities.
Companies mentioned：橋水基金、達利歐
Taiwan stocks fell at the open on the 3rd as US shares weakened, but gains by 聯發科 and 日月光投控 helped the market rebound. The weighted index turned positive, rising more than 400 points, with trading volume reaching NT$1.2 trillion, signaling continued market confidence.
Companies mentioned：台積電、聯發科、日月光投控、華邦電、南亞科、旺宏、欣興、景碩、南電、金像電、華通、國巨、華新科、禾伸堂、川湖、創意、嘉澤、健策、新代、緯穎、台光電、台達電、鴻海、兆豐金、華南金
The U.S. State Department has brought into force a new rule requiring citizens of 50 countries to post a bond of up to $20,000 when applying for B1/B2 visas. The measure aims to prevent visa overstays, but concerns about fairness have also emerged.
Taiwan’s stock market rose more than 3,186 points in a single day amid U.S. semiconductor support policies and growing AI-related demand, setting a record for its largest-ever gain. Semiconductor, memory, and PCB-related companies led the surge, lifting expectations across the market.
Companies mentioned：南亞科、華邦電、旺宏、鈺創、台積電、聯發科、聯電、力積電、台光電、金居、富喬、台燿、國巨、華新科、新唐、信昌電、聯華、大統益、台榮、中華電、台灣大、正隆
The 1,077-point plunge in Taiwan stocks’ after-hours session sparked market panic. Analyst Yang Yuhua said investors should cut weaker stocks and hold stronger ones during the rebound, and recommended a “think big, trade small” strategy focused on the potential of small- and mid-cap AI stocks, offering investors a chance to turn things around.
Companies mentioned：台積電、聯發科、台達電、鴻海、廣達、緯創、緯穎
Taiwan stocks plunged in after-hours trading after posting their biggest single-day gain on record, raising market fears of a crash. Analysts outlined 4 key levels and trading strategies for August, stressing the importance of U.S. Treasury yields and the New Taiwan dollar’s movements.
Companies mentioned：雷科、新盛力、聯鈞、華星光、聯亞、健策、榮科、亞電、IET-KY、蜜望實、旺宏、富世達、貿聯-KY、金像電、波若威、上詮、台光電、川湖
At the Huaqiangbei market in Shenzhen, China, graphics card prices have surged, following memory and HDDs. The RTX 5060 and 5080 rose by hundreds to thousands of yen in just a few days, leaving the market in a “different price every day” state. Supply-chain tightness and rising demand are behind the trend.
Original台股在大幅修正後守住半年線，融資減幅超越指數跌幅，顯示底部籌碼沉澱。AI主題對沖基金Situational Awareness因高槓桿遭清算，反映全球去槓桿徹底，為後市健康反彈奠定基礎。
Companies mentioned：台積電、日月光、聯發 coef、創意、中砂、亞翔、貿聯-KY、台達電、光寶科、川湖、南電、欣興、臻鼎-KY、台光電、微軟、三星、Lam Research、ARM
Taiwan stocks surged 3,186 points in a single day, setting a record, buoyed by AI demand and foreign investors buying back in. The market has returned to a bullish trend, with investors focused on AI servers and memory stocks.
Companies mentioned：Apple、Amazon、Google、Microsoft、Kioxia、Micron、TSMC、MediaTek、Hon Hai、Quanta、Wistron、Wiwynn、Taishin Electronics、Nanya Technology、Winbond Electronics、Phison Electronics
The United States, Japan, and South Korea coordinated to carry out the largest currency intervention in 30 years. The strategic move aims to avert financial risks in the AI era and shows that stabilizing allied countries’ assets is important to the United States.
Companies mentioned：ゴールドマン・サックス、モルガン・スタンレー、サムスン、SKハイニクス、東京エレクトロン
Global X Japan株式会社 published its Period 1 annual securities report for beneficiary certificates of domestic investment trusts. The period covered is from 2025/11/21 to 2026/05/10.
Companies mentioned：Global X Japan株式会社
Daiwa Asset Management filed an annual securities report for beneficiary certificates of domestic investment trusts for Period 2 (2025/11/11–2026/05/10).
Companies mentioned：大和アセットマネジメント株式会社
Global X Japan filed an annual securities report for beneficiary certificates of domestic investment trusts for Period 1 (2025/11/21–2026/05/10).
Companies mentioned：Ｇｌｏｂａｌ Ｘ Ｊａｐａｎ株式会社
Global X Japan株式会社 filed its Period 3 annual securities report for beneficiary certificates of domestic investment trusts. The period covered is 2025/11/11–2026/05/10.
Companies mentioned：Global X Japan株式会社
Daiwa Asset Management filed its Period 2 annual securities report. It disclosed the investment trust’s operating results and financial position to improve transparency for investors.