【奇偶】announces completion of the paid-in capital registration change following its cash capital reduction
Published ・ Source Taiwan | 臺灣證券交易所
奇偶 (3356) completed the registration change for its cash capital reduction, revising its paid-in capital to NT$685 million. The reduction adjusted the number of shares outstanding and raised net asset value per share to NT$38.89.
Shanghai Tongji University breaks the faculty tenure system, drawing criticism over impact on innovative research
Published ・ Source Taiwan | 中央社 CNA
Shanghai's 同済大学 has abolished long-term faculty appointments and shifted to a regular evaluation system. Academics have criticized the move, saying it will undermine the independence of research.
War in Iran spreads to AI infrastructure, putting data centers at risk of attack
Published ・ Source Taiwan | 中央社 CNA
Iran attacked AI data centers, and the United States retaliated. The incident exposed the vulnerability of global AI infrastructure, with serious implications for the economy and national security.
Legislature passes Broadcast and Television Act on third reading, raising cap on indirect government investment to 1%
Published ・ Source Taiwan | 中央社 CNA
Taiwan's Legislative Yuan amended the Broadcasting and Television Act, relaxing the cap on indirect investment by the government and other entities in privately owned broadcasting and television businesses to 1%. The aim is to foster industry development by easing the party, government and military restrictions.
Facts
The Legislative Yuan passed partial amendments to the 廣播電視法 on third reading
The cap on indirect government investment was raised to 1%, from a previous ban on such holdings
Violations are punishable by fines of 20萬元 to 200萬元
Taiwan stocks fell nearly 400 points early in the session as heavyweight shares weakened and the monthly moving average acted as resistance. The market recovered during the session but remained under technical pressure, prompting investors to manage their positions cautiously.
Filling the storage gap between HBM and SSD! SK hynix and SanDisk release first HBF standard; first samples due in H1 2027
Published ・ Source Taiwan | 鉅亨網
South Korea's SK hynix and the United States' SanDisk jointly announced the first version of the HBF standard, an intermediate storage technology for HBM and SSDs. They plan to begin providing prototypes for AI servers in the first half of 2027, a development expected to affect the industry's structure.
What is 009829? Is KOSPI50 worth investing in? South Korean AI memory and HBM opportunities are booming, but has the low P/E advantage yet to be fully reflected?
Published ・ Source Taiwan | 鉅亨網
South Korea's stock market has drawn renewed attention amid the AI boom, with the 009829 ETF, which tracks the KOSPI 50, emerging as a new investment target as demand for HBM expands. Expectations are also growing for a valuation re-rating from low price-to-earnings ratios.
Cyclospora deaths in Michigan rise to 2; Sweetgreen tumbles more than 8%, Yum! Brands falls nearly 3%
Published ・ Source Taiwan | 鉅亨網
A large Cyclospora outbreak is spreading in the United States, with the death toll in Michigan reaching 2. Shares of Sweetgreen and Yum China fell as concerns mounted over the impact on consumer demand for dining out.
Companies mentioned：Sweetgreen、百勝餐飲グループ、Taylor Farms、Taco Bell
Is the Korean stock market washout nearing its end? Several Wall Street investment banks say the market may have bottomed
Published ・ Source Taiwan | 鉅亨網
After sharp volatility in South Korean stocks, several Wall Street investment banks say deleveraging may be nearing its end and the market may have bottomed, with semiconductor companies particularly well positioned.
Companies mentioned：摩根大通、Balfour Capital Group、Citadel、EPFR、法國巴黎銀行、花旗集團、East Eagle Asset Management、富蘭克林鄧普頓
South Korean stocks crash, retail investors lose confidence and vow never to touch them again
Published ・ Source Taiwan | 鉅亨網
South Korea’s KOSPI plunged 22% in July, its biggest drop since the financial crisis. Retail investor confidence collapsed, with many vowing never to invest in Korean stocks again; leveraged ETFs were blamed for exacerbating market turmoil.
Taking aim at Chinese manufacturing! India plans to extend tax incentives through 2041 to attract Apple and Google expansion
Published ・ Source Taiwan | 鉅亨網
The Indian government announced plans to extend tax incentives for electronics manufacturing through 2041. The move is expected to encourage Apple and Google to expand local production and accelerate the shift away from China.
Microsoft posts its strongest 3-day run in 26 years! Erases all losses from the start of the year as AI strategy begins to pay off
Published ・ Source Taiwan | 鉅亨網
Microsoft shares rose 24.9% over the past 3 days, marking their strongest performance since 2000. The market credited the gains to the success of its AI strategy, with paid users of its Copilot AI assistant surpassing 30 million.
Companies mentioned：GraniteShares、Rational Equity Armor Fund
A $1 trillion opportunity is arriving! AI is starting to pay off—are pullbacks in those supply chains a buying opportunity?
Published ・ Source Taiwan | 鉅亨網
Amazon and Microsoft have confirmed that their AI investments are generating returns, and capital spending by the 5 major U.S. cloud companies is expected to exceed $1 trillion in 2027. Taiwan's supply chain stands to benefit directly.
iPhone Fold production problems reportedly resolved; launch still expected in September
Published ・ Source Taiwan | 鉅亨網
Apple has reportedly overcome technical hurdles to mass-producing the iPhone Fold without changing its design, and is expected to launch it as planned in September 2026. The development is crucial to Apple’s push into the foldable phone market.
JPMorgan pours cold water on tech stocks: They may take a back seat in the second half, with “AI cannibalization” a concern
Published ・ Source Taiwan | 鉅亨網
JPMorgan signaled a shift away from the technology stocks that led the market in the second half of 2025. The focus is on AI's impact on other industries and a rotation into cyclical stocks.
Immediate impact! South Korea doubles leveraged ETF requirements; trading in single-stock leveraged ETFs plunges 90%
Published ・ Source Taiwan | 鉅亨網
Trading volume plunged by more than 90% after South Korea's Financial Supervisory Service raised margin requirements for single-stock leveraged ETFs by 3 times. The move aimed to curb speculative trading by retail investors, and quickly cooled an overheated market.
Palantir reported strong earnings on the back of AI demand, sending its shares up 14% after hours. Rising memory prices and the certification of Boeing's 737 Max 7 also drew attention. These developments reflect trends in technology and manufacturing.
Revenue roundup - July revenue of major Taiwan-listed companies on Aug. 4, 2026 (1 company added)
Published ・ Source Taiwan | 鉅亨網
On Aug. 4, 2026, 1 major Taiwanese company announced its July revenue. 南電 led with annual and monthly growth of 16.1%. The overall market picture remains difficult to read.
JPMorgan: AI monetization concerns remain unresolved; the Magnificent Seven may struggle to lead the stock market in the second half as money shifts to cyclical stocks
Published ・ Source Taiwan | 鉅亨網
A JPMorgan report says the Magnificent Seven may struggle to lead the stock market in the second half amid concerns about monetizing AI. Funds are expected to shift toward cyclical stocks and non-U.S. markets, while semiconductors still hold potential.
Amazon’s market value holds above $3 trillion, becoming the 5th company to reach the milestone; experts call it a snapshot of today’s economy, blending consumer business and AI
Published ・ Source Taiwan | 鉅亨網
Amazon’s market value topped $3 trillion for the first time, making it the fifth company to reach the milestone. Fueled by strong earnings and AI-driven cloud demand, the achievement reflects the company’s influence across both consumer and technology sectors.
China's 長鑫存儲 announced plans to build a new factory in Beijing after its IPO and double production capacity. As competition in the DRAM market intensifies, shares of U.S. chipmaker Micron have risen instead, leaving market observers divided.
Trump says the U.S. and Iran are negotiating; Iran rebuts him: No talks are scheduled
Published ・ Source Taiwan | 鉅亨網
President Trump said U.S.-Iran negotiations were underway, but Iran immediately denied it. The diplomatic divide remains wide, and prospects for easing tensions are unclear.
Was the yen’s nearly 5% surge just a flash in the pan? U.S.-Japan efforts to rescue the currency still cannot overcome the interest-rate gap; markets are bearish on the yen’s long-term outlook
Published ・ Source Taiwan | 鉅亨網
Japan and the United States coordinated intervention in the foreign exchange market to buy yen, briefly lifting the currency by 5% from a 40-year low. But with the interest rate gap still wide, markets are skeptical that the effect will last.
Who says U.S. stocks are overvalued? Study reveals a blind spot in price-to-earnings ratios: Long-term returns for the S&P 500 may be “undervalued”
Published ・ Source Taiwan | 鉅亨網
Researchers at ハーバード大学 and ニューヨーク大学 said the high price-to-earnings ratios of U.S. stocks reflect corporate profit growth and do not mean future returns are declining. They proposed revisiting standard valuation metrics
Weather forecast / Will White Dolphin bring a typhoon day off on Friday? Heavy rain for 3 days, with the highest chance of the storm’s circulation affecting Taipei, New Taipei, Keelung and Taoyuan; latest forecast path revealed
Published ・ Source Taiwan | 風傳媒
Moderate Typhoon White Dolphin is approaching waters off northern Taiwan and is expected to have its greatest impact from Friday to Sunday. Rain will intensify in western Taiwan, while the chance of the storm’s circulation affecting many areas in the north exceeds 30%. The Central Weather Administration has issued heat and rainfall alerts.
Renowned doctor leaves suddenly after 30 years of treating patients! Taiwan neurosurgeon says he was “put out of work”; outpatient services and surgeries halted, hospital rushes to issue statement
Published ・ Source Taiwan | 風傳媒
Neurosurgeon 李偉裕 at 大甲李綜合醫院 in Taichung's Dajia stopped seeing patients after 30 years of service following a breakdown in contract negotiations. Concerns have been raised about patient anxiety and the impact on regional healthcare.
[The Journalist] Beauty industry tycoon ventures into space: Glass substrate maker「正達國際」expands into satellite communications; mystery surrounds major shareholder
Published ・ Source Taiwan | 風傳媒
Glass substrate maker 正達国際 is expanding into satellite communications and military technology with backing from medical aesthetics mogul 蕭家松. It has drawn attention after partnering with a state-owned defense supplier in the Middle East to develop an Iron Dome-like communications system.
Home prices with a 5 as the leading digit draw attention! 崧耀興翼 at MRT Airport Line A20 targets buyers with a lower total price, gaining traction among both owner-occupiers and investors
Published ・ Source Taiwan | 風傳媒
Taoyuan developer 崧耀建設 has launched 崧耀興翼, a new project at MRT Airport Line A20 station, touting prices with a 5 as the leading digit and 2-bedroom units with lower total prices. More than 3 tenths of the units sold during the prelaunch period. Its pricing and transport advantages have attracted first-time buyers and investors, signaling rising momentum in the local housing market.
2026 Double Ninth Festival senior-citizen cash benefit guide for Taiwan’s 6 major cities! Taipei, New Taipei, Taichung and Kaohsiung payment dates and amounts; cash gifts of up to 20,000
Published ・ Source Taiwan | 風傳媒
Ahead of the 2026 Double Ninth Festival, Taiwan’s 6 major cities announced plans for senior-citizen benefits ranging from 1500 to 20,000. Older residents must meet household-registration requirements and register by the deadline to receive the cash gift. The measure reflects local governments’ policies to support older people.
Is the tax break for day trading Taiwanese stocks about to end? Engineer points to Taiwan’s low wages and says a “5% rich-person tax” cannot solve the K-shaped economic divide
Published ・ Source Taiwan | 風傳媒
In response to Taiwan's K-shaped economy, the Finance Committee held a public hearing on tax reform. An engineer-focused social media platform said that a wealth tax or a tax cut on day trading would not address the root problem.
People aged 65 and over are getting a payment! One county or city announces a “6500” Mid-Autumn Festival gift; 3 major holiday bonuses to continue next year
Published ・ Source Taiwan | 風傳媒
Keelung Mayor 謝國樑 announced the “Longlife 65 Project,” under which residents aged 65 and over can receive a 6500 Mid-Autumn Festival gift. Payments are expected to continue for 3 major holidays next year. The move strengthens senior benefits and city development, aiming to improve residents’ quality of life.
Beijing Watch》CCP launches surprise escalation of anti-crime campaign! “Internet trolls” classified as organized criminal forces for the first time; who could face a purge before the CCP’s 21st Party Congress?
Published ・ Source Taiwan | 風傳媒
中国共产党 has launched a year-long “campaign to deepen the special crackdown on organized crime,” bringing “internet troll armies” into its scope for the first time and emphasizing a crackdown on new forms of organized crime. Launched ahead of the CCP’s 21st Party Congress, the campaign is seen as closely tied to political purges and social stability.
林智鴻’s push to revitalize the Taiwan Railways workshop bears fruit; distinctive family amusement park to open to visitors on the 8th
Published ・ Source Taiwan | 風傳媒
Kaohsiung City Councilor 林智鴻 successfully secured nearly 300 million yuan to transform the Taiwan Railways Kaohsiung workshop into a children’s amusement park, which will officially open on the 8th. The project strengthens family-oriented public spaces and cultural preservation, and is significant for local development.
World War II secrets》200,000 Taiwanese Japanese soldiers remained silent for 81 years! Taiwanese men witnessed the Nagasaki atomic bombing and ventured into Burma’s jungles—how do they look back on those harrowing years?
Published ・ Source Taiwan | 風傳媒
The documentary 終戰那一天, which records the wartime experiences of 200,000 Taiwanese-born Japanese soldiers, will be released in August 2026. It uses AI technology to bring to life the precious memories of aging witnesses and convey the realities of war to the next generation.
Behind the scenes》Why is 周玲妏 the baseball association chair? “He” persuaded 賴清德, while 郭智輝’s bid came to nothing
Published ・ Source Taiwan | 風傳媒
周玲妏, deputy general manager of 中国信託育楽, was elected the first woman to lead the Taiwan Baseball Association after a contested selection process. Candidates included 郭智輝, who served as economic affairs minister under the 賴清德 government, but 周 prevailed with the backing of the CTBC Group's network. The result reaffirmed baseball's strategic political and commercial importance as Taiwan's national pastime.
Six Charts on Wall Street》Introduction | China’s 56 BeiDou satellites have already beaten GPS’s 31? Take a look at the latest report on China’s space force…
Published ・ Source Taiwan | 風傳媒
China's Beidou satellite system, with a constellation of 56 satellites, could surpass GPS, as competition between the United States and China in space technology intensifies. A sharp drop in AI-related stocks and Tesla's strategy for its China factory also drew attention.
Commentary: “U.S.-Japan alliance” intervenes in currency markets, but the yen is unlikely to turn around
Published ・ Source Taiwan | 風傳媒
The United States and Japan coordinated intervention in the foreign exchange market to curb the yen's decline, but a lasting impact is unlikely given the deterioration in economic fundamentals. Some described the intervention funds as money thrown into the water.
李忠謙 column: When neither “strategic clarity” nor “strategic ambiguity” is enough to protect Taiwan
Published ・ Source Taiwan | 風傳媒
李忠謙’s column analyzes Taiwan Strait strategic dilemmas, arguing that traditional “strategic ambiguity” is no longer enough to address China’s “gray-zone actions.” It proposes a new concept of “structural ambiguity,” emphasizing proportional responses and coordination with allies to protect Taiwan’s security.
Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—13th Period (2025/11/12–2026/05/11)
Published ・ Source Japan | EDINET 金融庁開示
大和アセットマネジメント株式会社 has published the annual securities report for the 13th period (2025/11/12–2026/05/11), disclosing the management status of investment trust beneficiary certificates during that period.
Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—13th Period (2025/05/13–2026/05/11)
Published ・ Source Japan | EDINET 金融庁開示
大和アセットマネジメント株式会社 has published the annual securities report for the 13th period (2025/05/13–2026/05/11), disclosing the management status of investment trust beneficiary certificates during that period.
Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—46th Period (2025/11/11–2026/05/11)
Published ・ Source Japan | EDINET 金融庁開示
大和アセットマネジメント has published the 46th-period annual securities report for domestic investment trust beneficiary certificates. The reporting period runs from November 11, 2025, to May 11, 2026.