AI News 180m Report｜2026-08-04 09:00–12:00 JST｜Page 10 of 10https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.htmlOne place for news and notices from 2 countries/regions: Japan, 851 items from 2 sources; Taiwan, 126 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.en 【暉盛-創】announced that its board is scheduled to meet on Aug. 11, 115, to review the consolidated financial report for the second quarter of 115.https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807306https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807306Mon, 03 Aug 2026 16:31:01 +0900Taiwan臺灣證券交易所暉盛-創 will hold a board meeting on Aug. 11, 115, to review its consolidated financial report for the second quarter of 115. 【友達】announced that it will participate in the “Institutional Investor Conference” hosted by 康和證.https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807305https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807305Mon, 03 Aug 2026 16:29:55 +0900Taiwan臺灣證券交易所友達 will attend a corporate briefing hosted by 康和證券 on Aug. 6 to discuss its second-quarter operating and financial results. 【友達】announced that it will participate in the “Institutional Investor Conference” hosted by 台新證.https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807304https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807304Mon, 03 Aug 2026 16:29:32 +0900Taiwan臺灣證券交易所友達 will attend an online corporate briefing hosted by 台新證券 on Aug. 5 to discuss its second-quarter operating and financial results. 【華立】announced that its board is scheduled to meet on Aug. 11, 115, to review the consolidated financial report for the second quarter of 115.https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807303https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807303Mon, 03 Aug 2026 16:29:27 +0900Taiwan臺灣證券交易所華立 announced that its board will meet on Aug. 11, 115, to review the consolidated financial report for the second quarter of 115. 【榮星】announced the date of the board meeting to review its financial report for the second quarter of 115.https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807241https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807241Mon, 03 Aug 2026 16:28:54 +0900Taiwan臺灣證券交易所榮星 announced that its board will meet on Aug. 12 to review its second-quarter financial report. 【中台】announced the date of the board meeting to review its consolidated financial report for the second quarter of 115.https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807240https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807240Mon, 03 Aug 2026 16:28:44 +0900Taiwan臺灣證券交易所中台 announced that its board will meet on Aug. 11 to review its second-quarter financial report. 【驊陞】announced the date of the board meeting to review its consolidated financial report for the second quarter of 115.https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807239https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807239Mon, 03 Aug 2026 16:25:31 +0900Taiwan臺灣證券交易所驊陞 (6272) announced that its board will meet on Aug. 11, 115, to review the consolidated financial report for the second quarter of 115. 【桂盟】announces that the board meeting to review the company’s financial report for the second quarter of 115年 is scheduled for 115年08月11日https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807238https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807238Mon, 03 Aug 2026 16:24:05 +0900Taiwan臺灣證券交易所桂盟 (5306) announces that it will hold a board meeting on August 11, 115年, to review its consolidated financial report for the second quarter of 115年. 【奇偶】announces completion of the paid-in capital registration change following its cash capital reductionhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807237https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807237Mon, 03 Aug 2026 16:23:27 +0900Taiwan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. US and allies accuse North Korea of cyber threats; Pyongyang says they are smearing its imagehttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808537https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808537Tue, 04 Aug 2026 11:46:19 +0900Taiwan中央社 CNA 減輕外送員壓力 蘇州試點等紅燈計入預計送達時間https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808538https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808538Tue, 04 Aug 2026 11:45:17 +0900Taiwan中央社 CNA Shih Hsin University announces distinguished alumni list, including entertainers Vivian Hsu and Ruby Linhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808480https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808480Tue, 04 Aug 2026 11:43:14 +0900Taiwan中央社 CNA Poll: Democrats gain an edge on the economy for the first time in nearly 10 years; Trump approval falls to 35%https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808481https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808481Tue, 04 Aug 2026 11:40:12 +0900Taiwan中央社 CNA 防檢署: Artificial trees and seeds are regulated quarantine items; declare cross-border online purchaseshttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808429https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808429Tue, 04 Aug 2026 11:29:00 +0900Taiwan中央社 CNA Shanghai Tongji University breaks the faculty tenure system, drawing criticism over impact on innovative researchhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808372https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808372Tue, 04 Aug 2026 11:25:08 +0900Taiwan中央社 CNAShanghai'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 attackhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808373https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808373Tue, 04 Aug 2026 11:22:06 +0900Taiwan中央社 CNAIran 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. 台積電 donates 250 million yen for Kumamoto disaster relief; JASM wafer fab fully restoredhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808088https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808088Tue, 04 Aug 2026 10:48:00 +0900Taiwan中央社 CNA Legislature passes Broadcast and Television Act on third reading, raising cap on indirect government investment to 1%https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807943https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807943Tue, 04 Aug 2026 10:45:01 +0900Taiwan中央社 CNATaiwan'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. 7 Chinese naval vessels and 6 sorties by Chinese military aircraft approach Taiwan; military monitorshttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807837https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807837Tue, 04 Aug 2026 10:39:58 +0900Taiwan中央社 CNA Taiwan stocks open lower and fluctuate, briefly falling below 43000 pointshttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807838https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807838Tue, 04 Aug 2026 10:27:00 +0900Taiwan中央社 CNA First new model cleared since the crash: 波音 737 MAX 7 receives certificationhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807833https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807833Tue, 04 Aug 2026 10:26:54 +0900Taiwan中央社 CNA Legislature passes on third reading a ban on presidential and vice-presidential candidates with final convictions under the Anti-Fraud Acthttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807834https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807834Tue, 04 Aug 2026 10:25:52 +0900Taiwan中央社 CNA Britain seeks a backdoor in the name of crime prevention; 蘋果 refuses and files a new lawsuithttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807725https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807725Tue, 04 Aug 2026 10:19:50 +0900Taiwan中央社 CNA The New Taiwan dollar opened down 2.2 cents at NT$32.46https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807721https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807721Tue, 04 Aug 2026 10:06:47 +0900Taiwan中央社 CNA A tale of two economies: Hong Kong commentary says China acknowledges economic disparitieshttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807722https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807722Tue, 04 Aug 2026 10:06:45 +0900Taiwan中央社 CNA Taiwan stocks open down 293.92 pointshttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807616https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807616Tue, 04 Aug 2026 10:04:43 +0900Taiwan中央社 CNA Wu Der-rong: Typhoon White Dolphin’s track is highly uncertain; rain will intensify from 8/7https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807476https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807476Tue, 04 Aug 2026 09:51:41 +0900Taiwan中央社 CNA Taiwan and Japan jointly shape an industrial landscape and international cooperation model for the AI erahttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807475https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807475Tue, 04 Aug 2026 09:50:52 +0900Taiwan中央社 CNA Democratic-led states sue over Trump’s new tariffs, calling them illegal and beyond presidential authorityhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807469https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807469Tue, 04 Aug 2026 09:40:38 +0900Taiwan中央社 CNA Wang Shih-wei directs a signature work by Nobel literature laureate Jon Fosse, probing loneliness and existencehttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807428https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807428Tue, 04 Aug 2026 09:35:36 +0900Taiwan中央社 CNA U.S.-Iran peace talks spur sharp gains in U.S. stocks; institutions say Taiwan stocks should watch for resistance at the monthly moving averagehttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807429https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807429Tue, 04 Aug 2026 09:31:34 +0900Taiwan中央社 CNA Trump streamlines 5 overseas diplomatic missions; Democrats fear this could leave openings for China and Russiahttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807430https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807430Tue, 04 Aug 2026 09:30:32 +0900Taiwan中央社 CNA Taiwan team wins 2 silver and 4 bronze medals, with every member taking home an award at the International Linguistics Olympiadhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807302https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807302Tue, 04 Aug 2026 09:03:29 +0900Taiwan中央社 CNA Death toll from twin major earthquakes in Venezuela reaches 6125; only 16.5% of debris clearedhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807168https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807168Tue, 04 Aug 2026 08:49:27 +0900Taiwan中央社 CNA 〈台股開盤〉權值股反彈續航弱 月線反壓下4萬3再啟攻防戰https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807945https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807945Tue, 04 Aug 2026 10:43:47 +0900Taiwan鉅亨網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 2027https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807946https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807946Tue, 04 Aug 2026 10:40:07 +0900Taiwan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?https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807947https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807947Tue, 04 Aug 2026 10:36:06 +0900Taiwan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%https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807948https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807948Tue, 04 Aug 2026 10:20:08 +0900Taiwan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. Is the Korean stock market washout nearing its end? Several Wall Street investment banks say the market may have bottomedhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807949https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807949Tue, 04 Aug 2026 10:02:11 +0900Taiwan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. South Korean stocks crash, retail investors lose confidence and vow never to touch them againhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807950https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807950Tue, 04 Aug 2026 10:01:11 +0900Taiwan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 expansionhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807478https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807478Tue, 04 Aug 2026 09:50:05 +0900Taiwan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 offhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807479https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807479Tue, 04 Aug 2026 09:40:08 +0900Taiwan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. A $1 trillion opportunity is arriving! AI is starting to pay off—are pullbacks in those supply chains a buying opportunity?https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807480https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807480Tue, 04 Aug 2026 09:30:03 +0900Taiwan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 Septemberhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807481https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807481Tue, 04 Aug 2026 09:20:02 +0900Taiwan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 concernhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807482https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807482Tue, 04 Aug 2026 09:10:32 +0900Taiwan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%https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807483https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807483Tue, 04 Aug 2026 09:01:47 +0900Taiwan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. U.S. stock market news highlights, Aug. 4, 2026https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807484https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807484Tue, 04 Aug 2026 09:01:46 +0900Taiwan鉅亨網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)https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807169https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807169Tue, 04 Aug 2026 08:55:12 +0900Taiwan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 stockshttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807170https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807170Tue, 04 Aug 2026 08:50:02 +0900Taiwan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 AIhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807171https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807171Tue, 04 Aug 2026 08:44:40 +0900Taiwan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. Warsh fails to shore up the Fed’s anti-inflation credibility; JPMorgan says he may be forced to raise rates before year-endhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807172https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807172Tue, 04 Aug 2026 08:40:02 +0900Taiwan鉅亨網 長鑫存儲擴產逼近！美光不跌反漲 市場在押什麼？https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807173https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807173Tue, 04 Aug 2026 08:30:38 +0900Taiwan鉅亨網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 scheduledhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807174https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807174Tue, 04 Aug 2026 08:24:48 +0900Taiwan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 outlookhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807175https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807175Tue, 04 Aug 2026 08:20:08 +0900Taiwan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”https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807176https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807176Tue, 04 Aug 2026 08:10:04 +0900Taiwan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 revealedhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808016https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808016Tue, 04 Aug 2026 10:52:02 +0900Taiwan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 statementhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808017https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808017Tue, 04 Aug 2026 10:50:15 +0900Taiwan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 shareholderhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808018https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808018Tue, 04 Aug 2026 10:48:53 +0900Taiwan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 investorshttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808019https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808019Tue, 04 Aug 2026 10:43:39 +0900Taiwan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 20,000https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808020https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808020Tue, 04 Aug 2026 10:33:45 +0900Taiwan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 dividehttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808021https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808021Tue, 04 Aug 2026 10:32:08 +0900Taiwan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 yearhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808022https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1808022Tue, 04 Aug 2026 10:30:00 +0900Taiwan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?https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807556https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807556Tue, 04 Aug 2026 10:00:00 +0900Taiwan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 8thhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807555https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807555Tue, 04 Aug 2026 10:00:00 +0900Taiwan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. Behind the scenes》What does that photo from AIT mean? The legendary U.S. patrol vessel alongside Taiwan’s Coast Guard has quite a historyhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807558https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807558Tue, 04 Aug 2026 09:30:00 +0900Taiwan風傳媒2026年7月28日、アメリカ在台協会（AIT）が台湾海巡署と米国海岸警備隊の巡視艦が併航する写真を公開した。これは台米間の実質的海事協力の深化を示すもので、中国への戦略的メッセージと受け止められている。 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?https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807557https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807557Tue, 04 Aug 2026 09:30:00 +0900Taiwan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 nothinghttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807559https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807559Tue, 04 Aug 2026 09:20:00 +0900Taiwan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…https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807242https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807242Tue, 04 Aug 2026 09:00:00 +0900Taiwan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 aroundhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807243https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807243Tue, 04 Aug 2026 08:20:00 +0900Taiwan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 Taiwanhttps://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807250https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807250Tue, 04 Aug 2026 07:10:00 +0900Taiwan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)—12th Period (2025/11/12–2026/05/11)https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807836https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807836Tue, 04 Aug 2026 10:32:00 +0900JapanEDINET 金融庁開示大和アセットマネジメント publishes the 12th-period annual securities report for investment trust beneficiary certificates. Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—13th Period (2025/11/12–2026/05/11)https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807732https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807732Tue, 04 Aug 2026 10:29:00 +0900JapanEDINET 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)https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807731https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807731Tue, 04 Aug 2026 10:26:00 +0900JapanEDINET 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)—36th Period (2025/11/11–2026/05/11)https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807730https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807730Tue, 04 Aug 2026 10:21:00 +0900JapanEDINET 金融庁開示大和アセットマネジメント submitted an annual securities report on investment trust beneficiary certificates for the 36th period (2025/11/11–2026/05/11). Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—39th Period (2025/11/11–2026/05/11)https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807724https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807724Tue, 04 Aug 2026 10:15:00 +0900JapanEDINET 金融庁開示大和アセットマネジメント has submitted an annual securities report on investment trust beneficiary certificates for the 39th period (2025/11/11–2026/05/11). Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—41st Period (2025/11/11–2026/05/11)https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807477https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807477Tue, 04 Aug 2026 09:53:00 +0900JapanEDINET 金融庁開示大和アセットマネジメント publishes the annual securities report for the 41st period. The reporting period runs from November 11, 2025, to May 11, 2026. Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts)—46th Period (2025/11/11–2026/05/11)https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807408https://ainews.idaeo.ai/180m/20260804-09/index-en-p10.html#n1807408Tue, 04 Aug 2026 09:15:00 +0900JapanEDINET 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.