{
 "edition": "20260804-15",
 "language": "zh-Hans",
 "period_start": "2026-08-04T15:00:00+09:00",
 "period_end": "2026-08-04T18:00:00+09:00",
 "page": 8,
 "pages": 8,
 "received_in_period": 735,
 "listed_in_period": 735,
 "description": "这里一次整合 2 个国家／地区的新闻与公告：台湾 4 个来源 438 条、日本 1 个来源 297 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": "TW",
   "name": "台湾",
   "items": 438,
   "sources": 4
  },
  {
   "code": "JP",
   "name": "日本",
   "items": 297,
   "sources": 1
  }
 ],
 "number_of_items": 35,
 "items": [
  {
   "id": 1810246,
   "anchor": "n1810246",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810246",
   "title": "白海豚台风西进！星宇航空公布明台中往返日本「4航班」异动",
   "title_state": "opencc",
   "summary": "受台风接近影响，星宇航空调整台中出发及抵达的4班航班时刻。提醒旅客留意并确认最新信息。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "星宇航空"
   ],
   "published_at": "2026-08-04T15:27:54+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/lifestyle/11153877",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810247,
   "anchor": "n1810247",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810247",
   "title": "周五放台风假？白海豚台风路径大转弯！专家曝最新剧本：全台变天，这2天雨势最猛",
   "title_state": "opencc",
   "summary": "台风「白海豚」很可能转向台湾北方，预计周末前北部及中部将有大雨。气象单位呼吁提高警戒。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-08-04T15:14:49+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/lifestyle/11153874",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810248,
   "anchor": "n1810248",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810248",
   "title": "开呛卢秀燕「粗胶原油是能吃腻？」林静仪秀制油流程图挺台糖：那台中有验中聯原料吗",
   "title_state": "opencc",
   "summary": "台中市长卢秀燕批评台糖处理苯并芘问题之际，卫福部次长林静仪公开制油流程图反驳，主张中间原料尚未供食用，没有通报义务。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "台糖",
    "中聯"
   ],
   "published_at": "2026-08-04T15:05:10+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/article/11153868",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810249,
   "anchor": "n1810249",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810249",
   "title": "台湾有新商场开幕！「2300坪空间、50家品牌进驻」车站捷运方便，游客赞：吃喝玩乐丰富、有特色超好逛",
   "title_state": "opencc",
   "summary": "高雄捷运高雄车站地下商场「高雄驿一番街」北侧正式开幕，南北合计2300坪，引进50家以上动漫与餐饮品牌，市长陈其迈出席见证，试营运期间运量成长率居全线之冠，展现强劲商业效益。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "冠德集團"
   ],
   "published_at": "2026-08-04T15:01:58+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://www.storm.mg/lifestyle/11153835",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809921,
   "anchor": "n1809921",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809921",
   "title": "男生赚多少才算多？财政部公布两性薪资平均所得，一键速看自己赢过多少人",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "withheld",
   "facts": [],
   "companies": [],
   "published_at": "2026-08-04T15:00:00+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/lifestyle/11152715",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809922,
   "anchor": "n1809922",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809922",
   "title": "萨德、爱国者大扩产 美战争部签千亿合同 洛克希德马丁与诺斯罗普格鲁曼联手打造「自由兵工厂」",
   "title_state": "opencc",
   "summary": "米戦争部がロッキード・マーティンとノースロップ・グラマンと大型契約を締結し、サードとパトリオットの生産を大幅拡大。同盟国支援と防衛優位の維持が目的。",
   "summary_state": "original",
   "facts": [],
   "companies": [
    "ロッキード・マーティン",
    "ノースロップ・グラマン"
   ],
   "published_at": "2026-08-04T14:57:22+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/article/11153869",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809923,
   "anchor": "n1809923",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809923",
   "title": "台北台中输了！外媒点名「台湾最强旅游县市」冠军是它：景色特别气候舒适、全球游客必访",
   "title_state": "opencc",
   "summary": "英国《泰晤士报》将高雄列为11月全球最适合旅游的20城之一，为台湾唯一入选城市，凸显其气候与观光优势，有助提升国际能见度。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "The Times",
    "Marriott International",
    "The Luxury Collection",
    "ALIEN Art Centre"
   ],
   "published_at": "2026-08-04T14:51:53+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://www.storm.mg/lifestyle/11153460",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809924,
   "anchor": "n1809924",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809924",
   "title": "全球十大富豪榜最新！马斯克身价「蒸发幅度」曝光 SpaceX首份财报前专家曝警讯",
   "title_state": "opencc",
   "summary": "SpaceX股价较上市后高点下跌约50%，创办人伊隆・马斯克的资产也减少逾6700亿美元。市场评价标准正从只看AI愿景，转向重视获利能力及资本效率。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "SpaceX",
    "Tesla",
    "Google",
    "Amazon",
    "Meta",
    "Oracle",
    "Dell Technologies",
    "NVIDIA",
    "LVMH",
    "沃尔玛"
   ],
   "published_at": "2026-08-04T14:36:04+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/article/11153863",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809925,
   "anchor": "n1809925",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809925",
   "title": "边境也查到致癌油品！南瓜籽油检出过量苯骈芘 食药署稽查「全数退运、销毁」",
   "title_state": "opencc",
   "summary": "台湾食药署确认15件进口食品不合格。尤其奥地利产南瓜籽油验出超过标准值的致癌物苯并[a]芘，全数退运销毁。将加强对进口业者的查验。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "和司特股份有限公司",
    "私宅咖哩炸雞",
    "艾斯奇餐飲股份有限公司"
   ],
   "published_at": "2026-08-04T14:33:00+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/article/11153858",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809926,
   "anchor": "n1809926",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809926",
   "title": "大学读什么最后悔？「1科系」全台仅5学校能读，过来人曝低薪压力大、学霸也休学放弃",
   "title_state": "opencc",
   "summary": "台湾高中生在考虑升学志愿时，兽医相关科系的精神负荷与低薪问题受到关注，仅有5所学校设有相关科系的情况也随之明朗。升学不只需要热情，也需要坚强的心理素质。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "104人力銀行",
    "成功補習班"
   ],
   "published_at": "2026-08-04T14:29:16+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/lifestyle/11153774",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809927,
   "anchor": "n1809927",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809927",
   "title": "美伊和谈歹戏拖棚：德黑兰打脸川普「没有要跟美国谈」，专家分析伊朗底气何在",
   "title_state": "opencc",
   "summary": "美国总统川普声称与伊朗的和平谈判「正在进行」，但伊朗全面否认此事。围绕荷姆兹海峡通行问题，两国对立持续。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "The Wall Street Journal",
    "Reuters"
   ],
   "published_at": "2026-08-04T14:24:33+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/article/11153862",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809928,
   "anchor": "n1809928",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809928",
   "title": "贝森特到底在演哪一出？美国罕见救日圆的4大反常操作，真正目标不是汇率",
   "title_state": "opencc",
   "summary": "美国财政部时隔15年首度与日本合作买进日圆进场干预，但事前通知、使用欧元等罕见做法接连出现，愈来愈多人认为真正目的是维持美国公债市场稳定。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "日本銀行",
    "連邦準備制度（FRB）",
    "ロイター",
    "スタンダードチャータード銀行"
   ],
   "published_at": "2026-08-04T14:14:24+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/article/11153860",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809929,
   "anchor": "n1809929",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809929",
   "title": "不愿再陷入也门泥淖 沙乌地王储劝退川普「全面出击」伊朗幕后真相",
   "title_state": "opencc",
   "summary": "沙特阿拉伯王储穆罕默德建议美国总统川普停止对伊朗发动军事攻击。这展现了重视区域稳定与外交解决的立场，并将对中东局势带来重大影响。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "Al Jazeera",
    "Axios",
    "NDTV"
   ],
   "published_at": "2026-08-04T14:13:24+09:00",
   "source_type": "storm",
   "source_name": "風傳媒",
   "country": "TW",
   "country_name": "台湾",
   "source_language": "zh-TW",
   "summary_language": "ja",
   "url": "https://www.storm.mg/article/11153859",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1811803,
   "anchor": "n1811803",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1811803",
   "title": "〈力積電展望〉朱宪国重申「三个不变」 下半年每季营收估双位数成长",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "none",
   "facts": [
    {
     "text": "季增幅均可达双位数",
     "state": "opencc",
     "quote": "季增幅均可達雙位數"
    },
    {
     "text": "相关业务占营收比重已由过去的3%、5%逐步提高至7%",
     "state": "opencc",
     "quote": "相關業務占營收比重已由過去的3%、5%逐步提高至7%"
    },
    {
     "text": "公司设置未来三年内进一步提升至20%的目标",
     "state": "opencc",
     "quote": "公司設定未來三年內進一步提升至20%的目標"
    }
   ],
   "companies": [
    "力積電",
    "黃崇仁",
    "謝再居"
   ],
   "published_at": "2026-08-04T16:58:44+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/6558631",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1811804,
   "anchor": "n1811804",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1811804",
   "title": "〈力積電展望〉谢再居临危接棒 自认与黄崇仁个性互补「风格较保守」",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "none",
   "facts": [
    {
     "text": "力積電 (6770-TW) 今(4)日举办记者会",
     "state": "opencc",
     "quote": "力積電 (6770-TW) 今(4)日舉辦記者會"
    }
   ],
   "companies": [
    "力積電"
   ],
   "published_at": "2026-08-04T16:56:27+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/6558616",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1811805,
   "anchor": "n1811805",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1811805",
   "title": "DRAM供给吃紧延续到2027年！輝達评估下调Rubin Ultra HBM规格",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "none",
   "facts": [
    {
     "text": "DRAM 供不应求格局将延续至 2027 年",
     "state": "opencc",
     "quote": "DRAM 供不應求格局將延續至 2027 年"
    },
    {
     "text": "HBM4e 12hi",
     "state": "opencc",
     "quote": "HBM4e 12hi"
    },
    {
     "text": "HBM4e 8hi",
     "state": "opencc",
     "quote": "HBM4e 8hi"
    },
    {
     "text": "2027 年 HBM 出货单位年增约 50–60%",
     "state": "opencc",
     "quote": "2027 年 HBM 出貨單位年增約 50–60%"
    },
    {
     "text": "I/O 速度能否从 Rubin 的 8–11.7Gbps 跃升至 14–16Gbps",
     "state": "opencc",
     "quote": "I/O 速度能否從 Rubin 的 8–11.7Gbps 躍升至 14–16Gbps"
    },
    {
     "text": "仅能靠 HBM4 优化至 11–12Gbps",
     "state": "opencc",
     "quote": "僅能靠 HBM4 優化至 11–12Gbps"
    }
   ],
   "companies": [
    "TrendForce(集邦科技)",
    "輝達",
    "財聞社",
    "CSP",
    "Server OEM"
   ],
   "published_at": "2026-08-04T16:50:21+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/6558597",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1811806,
   "anchor": "n1811806",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1811806",
   "title": "〈力积电展望〉谢再居喊话近70万股东 承诺未来年年获利、恢复配息",
   "title_state": "opencc",
   "summary": "力积电代理董事长谢再居宣布公司将凭借内存、逻辑代工与AI三大业务支柱，实现年年获利与配息，并通过出售铜锣厂改善财务结构，强化与美光合作。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "美光"
   ],
   "published_at": "2026-08-04T16:49:12+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/6558625",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1811807,
   "anchor": "n1811807",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1811807",
   "title": "黄金牛市未完？德银重申2026 Q4金价4600美元目标",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "none",
   "facts": [
    {
     "text": "2026 年第四季金价可望升抵每盎司 4600 美元的预测",
     "state": "opencc",
     "quote": "2026 年第四季金價可望升抵每盎司 4600 美元的預測"
    },
    {
     "text": "近期金价主要在每盎司 4000 至 4100 美元区间震荡",
     "state": "opencc",
     "quote": "近期金價主要在每盎司 4000 至 4100 美元區間震盪"
    },
    {
     "text": "经调整后的模型推估金价理论上可能回落至每盎司 2600 美元",
     "state": "opencc",
     "quote": "經調整後的模型推估金價理論上可能回落至每盎司 2600 美元"
    },
    {
     "text": "目前修正低点可能已落在每盎司 3900 美元附近",
     "state": "opencc",
     "quote": "目前修正低點可能已落在每盎司 3900 美元附近"
    },
    {
     "text": "目前修正低点可能已落在每盎司 3900 美元附近，而非模型推估的 3700 美元",
     "state": "opencc",
     "quote": "目前修正低點可能已落在每盎司 3900 美元附近，而非模型推估的 3700 美元"
    },
    {
     "text": "模型仍显示金价公允价值有望于年底前逼近每盎司 4700 美元",
     "state": "opencc",
     "quote": "模型仍顯示金價公允價值有望於年底前逼近每盎司 4700 美元"
    },
    {
     "text": "2026 年第二季各国央行黄金需求达 450 亿美元",
     "state": "opencc",
     "quote": "2026 年第二季各國央行黃金需求達 450 億美元"
    },
    {
     "text": "黄金仍创造约 2.5% 的实质报酬率",
     "state": "opencc",
     "quote": "黃金仍創造約 2.5% 的實質報酬率"
    },
    {
     "text": "同期 CPI 年均涨幅为 3.7%",
     "state": "opencc",
     "quote": "同期 CPI 年均漲幅為 3.7%"
    }
   ],
   "companies": [
    "德意志銀行",
    "國際清算銀行"
   ],
   "published_at": "2026-08-04T16:30:20+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/6558512",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1811808,
   "anchor": "n1811808",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1811808",
   "title": "南韩打炒房式降杠杆奏效！杠杆ETF交易急冻 芯片股波动降温",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "none",
   "facts": [
    {
     "text": "周一成交金额降至 2910 亿韩元(约 2.04 亿美元)",
     "state": "opencc",
     "quote": "周一成交金額降至 2910 億韓元(約 2.04 億美元)"
    },
    {
     "text": "低于上周五的 4820 亿韩元",
     "state": "opencc",
     "quote": "低於上周五的 4820 億韓元"
    },
    {
     "text": "周一成交金额也降至 2340 亿韩元",
     "state": "opencc",
     "quote": "周一成交金額也降至 2340 億韓元"
    },
    {
     "text": "低于上周五的 5110 亿韩元",
     "state": "opencc",
     "quote": "低於上周五的 5110 億韓元"
    },
    {
     "text": "更远低于上周四的 1.4 兆韩元",
     "state": "opencc",
     "quote": "更遠低於上周四的 1.4 兆韓元"
    },
    {
     "text": "单一个股杠杆 ETF 成交量占 KOSPI 市场整体成交比重，已由 7 月 30 日的 33.4%",
     "state": "opencc",
     "quote": "單一個股槓桿 ETF 成交量占 KOSPI 市場整體成交比重，已由 7 月 30 日的 33.4%"
    },
    {
     "text": "降至 7 月 31 日的 6.6%",
     "state": "opencc",
     "quote": "降至 7 月 31 日的 6.6%"
    },
    {
     "text": "8 月 1 日进一步降至 5.4%",
     "state": "opencc",
     "quote": "8 月 1 日進一步降至 5.4%"
    },
    {
     "text": "分别达 3.9 兆韩元",
     "state": "opencc",
     "quote": "分別達 3.9 兆韓元"
    },
    {
     "text": "及 3.6 兆韩元",
     "state": "opencc",
     "quote": "及 3.6 兆韓元"
    }
   ],
   "companies": [
    "SK 海力士",
    "三星電子",
    "NH Investment & Securities",
    "Kiwoom Securities",
    "南韓金融投資協會",
    "KOSPI"
   ],
   "published_at": "2026-08-04T16:20:04+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/6558583",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1811809,
   "anchor": "n1811809",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1811809",
   "title": "AI投资逻辑变了？云端巨头变「收租王」 基础设施链却遭无情血洗",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "none",
   "facts": [
    {
     "text": "微軟 Azure 第二季营收年增 43%",
     "state": "opencc",
     "quote": "微軟 Azure 第二季營收年增 43%"
    },
    {
     "text": "亞馬遜 AWS 年增 37%",
     "state": "opencc",
     "quote": "亞馬遜 AWS 年增 37%"
    },
    {
     "text": "Google Cloud 则年增 82%",
     "state": "opencc",
     "quote": "Google Cloud 則年增 82%"
    },
    {
     "text": "三大云端业者合计云端业务年化收入达 3890 亿美元",
     "state": "opencc",
     "quote": "三大雲端業者合計雲端業務年化收入達 3890 億美元"
    },
    {
     "text": "微軟披露，商业剩余履约义务（RPO）达 6780 亿美元",
     "state": "opencc",
     "quote": "微軟披露，商業剩餘履約義務（RPO）達 6780 億美元"
    },
    {
     "text": "年增 84%",
     "state": "opencc",
     "quote": "年增 84%"
    },
    {
     "text": "营业利益大增 557%",
     "state": "opencc",
     "quote": "營業利益大增 557%"
    },
    {
     "text": "投资资本报酬率（ROIC）约 31%",
     "state": "opencc",
     "quote": "投資資本報酬率（ROIC）約 31%"
    },
    {
     "text": "自有基础设施上的模型 API 模式约 46%",
     "state": "opencc",
     "quote": "自有基礎設施上的模型 API 模式約 46%"
    },
    {
     "text": "使用第三方算力的模型 API 模式仅约 25%",
     "state": "opencc",
     "quote": "使用第三方算力的模型 API 模式僅約 25%"
    }
   ],
   "companies": [
    "微軟",
    "亞馬遜",
    "SK海力士",
    "鎧俠",
    "美光",
    "OpenAI"
   ],
   "published_at": "2026-08-04T16:10:04+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/6558549",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810154,
   "anchor": "n1810154",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810154",
   "title": "外资小砍5亿、投信狂扫252亿 三大法人买超1.09亿元",
   "title_state": "opencc",
   "summary": "台湾股市4日大幅波动，收盘小幅下跌。外资卖超，投信大幅买超，三大法人合计买超1.09亿元。市场流动性仍维持在高档。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-08-04T16:00:36+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/6558608",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810155,
   "anchor": "n1810155",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810155",
   "title": "研调：Q3全球服务器估季增2.8% 廣達与緯穎出货差距将缩小",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "none",
   "facts": [
    {
     "text": "第三季服务器出货将季增 2.8%",
     "state": "opencc",
     "quote": "第三季伺服器出貨將季增 2.8%"
    },
    {
     "text": "第二季全球服务器仅季增 3.8%",
     "state": "opencc",
     "quote": "第二季全球伺服器僅季增 3.8%"
    },
    {
     "text": "美国大型 CSP 业者采购量季增 11.6%",
     "state": "opencc",
     "quote": "美國大型 CSP 業者採購量季增 11.6%"
    },
    {
     "text": "第二季品牌商出货季减 5.6%",
     "state": "opencc",
     "quote": "第二季品牌商出貨季減 5.6%"
    },
    {
     "text": "美系大型 CSP 业者采购量仅季增 1.7%",
     "state": "opencc",
     "quote": "美系大型 CSP 業者採購量僅季增 1.7%"
    },
    {
     "text": "三大品牌厂出货预估季对季成长 5.8%",
     "state": "opencc",
     "quote": "三大品牌廠出貨預估季對季成長 5.8%"
    },
    {
     "text": "戴爾比重 10%",
     "state": "opencc",
     "quote": "戴爾比重 10%"
    }
   ],
   "companies": [
    "廣達",
    "緯穎",
    "DIGITIMES",
    "戴爾",
    "美超微",
    "慧與",
    "亞馬遜",
    "Meta",
    "微軟",
    "Google"
   ],
   "published_at": "2026-08-04T15:56:18+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/6558604",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810156,
   "anchor": "n1810156",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810156",
   "title": "率先挺赴美！国发基金挹注8亿美元启动融保机制 首期杠杆550亿美元",
   "title_state": "opencc",
   "summary": "国发基金挹注8亿美元，并与国内15家银行合作，启动赴美投资贷款保证机制。首波引导550亿美元资金需求，协助台湾企业拓展国际市场。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-08-04T15:54:57+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/6558595",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810157,
   "anchor": "n1810157",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810157",
   "title": "处置股新制 8/10 上路！处置期间砍半、撮合加快，南電、旭然还要关多久？",
   "title_state": "opencc",
   "summary": "台湾证交所于8月10日实施处置股新制，将处置期间缩短为5日、撮合频度提升，为30年来最大改革。南電、旭然等个股仍受关注，投资人关注流动性改善与市场影响。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "南電",
    "旭然",
    "台積電"
   ],
   "published_at": "2026-08-04T15:31:23+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/6558590",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810158,
   "anchor": "n1810158",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810158",
   "title": "〈群电法说〉Q2业外进补纯益季增1倍EPS2.03元 上半年每股赚3.04元",
   "title_state": "opencc",
   "summary": "台湾电源供应器制造商群电公布第2季财报。本业获利下滑，但受业外收益带动，净利较前一季增加101%，EPS为2.03元。业绩复苏迹象备受关注。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-08-04T15:29:58+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/6558589",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810159,
   "anchor": "n1810159",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810159",
   "title": "〈台股盘后〉震荡逾千点成交量重回兆元 守住4万3小跌25点未能站稳月线",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "none",
   "facts": [
    {
     "text": "终场跌 25.75 点",
     "state": "opencc",
     "quote": "終場跌 25.75 點"
    },
    {
     "text": "成交量则重回兆元，达 1.04 兆元",
     "state": "opencc",
     "quote": "成交量則重回兆元，達 1.04 兆元"
    },
    {
     "text": "台積電 (2330-TW) 跌 50 元",
     "state": "opencc",
     "quote": "台積電 (2330-TW) 跌 50 元"
    },
    {
     "text": "台積電 (2330-TW) 跌 50 元或 2.11%",
     "state": "opencc",
     "quote": "台積電 (2330-TW) 跌 50 元或 2.11%"
    },
    {
     "text": "收 2320 元",
     "state": "opencc",
     "quote": "收 2320 元"
    },
    {
     "text": "盘中翻红最高涨至 43912.77 点",
     "state": "opencc",
     "quote": "盤中翻紅最高漲至 43912.77 點"
    }
   ],
   "companies": [
    "台積電",
    "鴻海",
    "聯發科",
    "日月光",
    "台達電",
    "廣達",
    "聯電",
    "緯創",
    "緯穎",
    "英業達",
    "和碩",
    "仁寶",
    "健策",
    "奇鋐",
    "營邦",
    "勤誠",
    "晟銘電",
    "波若威",
    "光聖",
    "統新",
    "華星光",
    "光環",
    "前鼎",
    "眾達 - KY",
    "上銓",
    "聯鈞",
    "南電",
    "景碩",
    "欣興",
    "台燿",
    "聯茂",
    "台光電"
   ],
   "published_at": "2026-08-04T15:15:30+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/6558578",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1810160,
   "anchor": "n1810160",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1810160",
   "title": "AI芯片掀史上最大融资潮？Citadel：科技巨头2028年前恐发债逾5000亿美元",
   "title_state": "opencc",
   "summary": "美国大型科技企业可能为采购AI芯片，在2028年前发行超过5000亿美元债务，使投资等级债券市场面临史上最大规模的供给压力。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "Amazon",
    "Microsoft",
    "Google",
    "Alphabet",
    "Anthropic",
    "OpenAI",
    "Broadcom"
   ],
   "published_at": "2026-08-04T15:10:03+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/6557937",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809849,
   "anchor": "n1809849",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809849",
   "title": "39%！三星Q2重登全球DRAM市占一哥宝座 SK海力士遽降至26% 长鑫成长飞速冲上7%",
   "title_state": "opencc",
   "summary": "三星以39%的市占率重返DRAM市场龙头，SKハイニクス则降至26%。长鑫以7%的市占率快速成长，营收年增716%。市场主导权之争正从价格转向技术。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "サムスン電子",
    "SKハイニクス",
    "マイクロン・テクノロジー",
    "長鑫ストレージ"
   ],
   "published_at": "2026-08-04T15:00:19+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/6558468",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809850,
   "anchor": "n1809850",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809850",
   "title": "聚焦AI供应链与先进封装 柜买自12日业绩发表会26家轮番上阵秀实力",
   "title_state": "opencc",
   "summary": "柜买中心将于8月12日起举办7场业绩发表会，26家企业聚焦AI供应链与先进封装等领域，强化投资人沟通与市场透明度。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "志聖",
    "均華",
    "均豪",
    "普萊德",
    "倍力",
    "長聖",
    "太醫",
    "晟德",
    "大學光",
    "崴寶",
    "德麥",
    "新漢",
    "力旺",
    "漢田生技",
    "三竹",
    "千附",
    "千附精密",
    "能率亞洲",
    "萬潤",
    "南俊國際",
    "家登",
    "宜鼎",
    "安碁資訊",
    "三聯",
    "叡揚",
    "創泓科技"
   ],
   "published_at": "2026-08-04T14:56:50+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/6558563",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809851,
   "anchor": "n1809851",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809851",
   "title": "低轨卫星概念股廌家科技上半年赚2.02亿元超过去年全年 EPS5.05元",
   "title_state": "opencc",
   "summary": "廌家科技2026年上半年税后纯益达2.02亿元，超越去年全年，每股纯益5.05元。这显示其在低轨卫星与高可靠度传输组件市场的技术优势与成长爆发力，对投资人具高度指针意义。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-08-04T14:54:38+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/6558564",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809852,
   "anchor": "n1809852",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809852",
   "title": "《价值型投资 最新产业研究报告》景硕（3189-TW） AI载板供给转紧，扩产与涨价推升获利",
   "title_state": "opencc",
   "summary": "景硕因AI服务器需求带动高端载板供不应求，报价上调与产能扩张推升获利，客户更直接投资设备，显示长期合作信心，转型为AI关键供应商。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "輝達",
    "摩爾投顧"
   ],
   "published_at": "2026-08-04T14:54:02+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/6558577",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809853,
   "anchor": "n1809853",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809853",
   "title": "Google表外担保暴增至438亿美元！豪赌AI、换取TPU销售动能",
   "title_state": "opencc",
   "summary": "Google母公司Alphabet为推广TPU，提供438亿美元的表外担保。即使承担财务风险，仍力求扩大在AI市场的市占率，这项策略备受关注。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "Alphabet",
    "Google",
    "NVIDIA",
    "Meta",
    "Oracle",
    "Hut 8",
    "TeraWulf",
    "Fluidstack",
    "Cipher Digital",
    "Anthropic"
   ],
   "published_at": "2026-08-04T14:20:02+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/6557936",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809854,
   "anchor": "n1809854",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809854",
   "title": "手机涨价潮蔓延 今年来小米三度涨价",
   "title_state": "opencc",
   "summary": "小米今年第三次上调手机价格，因内存芯片成本上涨，业界普遍面临压力，市场关注毛利率与产能释放时程。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "OPPO",
    "vivo",
    "榮耀",
    "三星"
   ],
   "published_at": "2026-08-04T14:17:11+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/6557958",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809855,
   "anchor": "n1809855",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809855",
   "title": "美AI股反弹动能本周迎「硬门槛」！华尔街估7月非农就业添加8.5万人 Kalshi押7万区间",
   "title_state": "opencc",
   "summary": "美国7月非农就业数据公布在即，市场将其视为左右AI相关股票后市的「硬门槛」，并密切关注。预估添加8.5万人，但预测市场仍存在不确定性。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [
    "Kalshi",
    "Polymarket",
    "Barclays",
    "BLS",
    "Fed"
   ],
   "published_at": "2026-08-04T14:10:03+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/6558411",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 1809856,
   "anchor": "n1809856",
   "permalink": "https://ainews.idaeo.ai/180m/20260804-15/index-zh-Hans-p8.html#n1809856",
   "title": "〈焦点股〉健策均热片比重持续提升 亮灯涨停",
   "title_state": "opencc",
   "summary": "健策因B300与Rubin出货带动均热片营收比重上升，法人看好Q2获利成长，激励股价亮灯涨停至4145元，创市场关注。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-08-04T14:07:34+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/6558537",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}