Securities Report (Beneficiary Securities of Domestic Investment Trusts) — 13th fiscal year (2025/05/13–2026/05/12)
ＳＢＩアセットマネジメント filed its securities report for the 13th period (2025/5/13-2026/5/12).
Companies mentioned：ＳＢＩアセットマネジメント株式会社
2026-08-12 09:00–12:00 JST
483 received, 481 listed, 9 sources ・ Page 5 of 5
One place for news and notices from 2 countries/regions: Japan, 374 items from 2 sources; Taiwan, 107 items from 7 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Japan | EDINET 金融庁開示 (continued)（27）
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 20th period (2025/11/14–2026/05/13)
三井住友DSアセットマネジメント disclosed its securities report for the 20th period.
Companies mentioned：三井住友DSアセットマネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 24th period (2025/11/14–2026/05/13)
三井住友DSアセットマネジメント disclosed its securities report for the 24th period.
Companies mentioned：三井住友DSアセットマネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 20th period (2025/11/20–2026/05/19)
大和アセットマネジメント published its securities report for the 20th period. The legal document reports on the status of the investment trust.
Companies mentioned：大和アセットマネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 40th period (2025/11/13–2026/05/12)
ニッセイアセットマネジメント published its securities report for the 40th period. The regular legal document discloses the management status of the investment trust.
Companies mentioned：ニッセイアセットマネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 16th period (2025/05/20–2026/05/19)
大和アセットマネジメント filed its securities report for the 16th period. It is a regulatory disclosure document concerning the investment trust.
Companies mentioned：大和アセットマネジメント株式会社
Securities Report (Beneficiary Securities of Domestic Investment Trusts) — 13th fiscal year (2025/05/13–2026/05/12)
ＳＢＩアセットマネジメント filed its securities report for the 13th period. It is a regulatory disclosure document concerning the investment trust.
Companies mentioned：ＳＢＩアセットマネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 5th period (2025/11/18–2026/05/15)
三井住友ＤＳアセットマネジメント published its securities report for the 5th period concerning beneficiary certificates of domestic investment trusts.
Companies mentioned：三井住友ＤＳアセットマネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 11th period (2025/05/13–2026/05/12)
アセットマネジメントOne株式会社 filed its securities report concerning beneficiary certificates of domestic investment trusts for the 11th period (2025-2026).
Companies mentioned：アセットマネジメントOne株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 11th period (2025/11/18–2026/05/15)
三井住友ＤＳアセットマネジメント disclosed its securities report for the 11th period. It is a regular report concerning beneficiary certificates of domestic investment trusts.
Companies mentioned：三井住友ＤＳアセットマネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 22nd period (2025/05/20–2026/05/19)
大和アセットマネジメント disclosed its securities report for the 22nd period. It is a regular report concerning beneficiary certificates of domestic investment trusts.
Companies mentioned：大和アセットマネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 22nd period (2025/11/18–2026/05/15)
インベスコ・アセット・マネジメント株式会社 filed its securities report for the 22nd period, disclosing the management and financial status of investment trust beneficiary certificates.
Companies mentioned：インベスコ・アセット・マネジメント株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 40th period (2025/11/13–2026/05/12)
アセットマネジメントOne株式会社 filed its securities report for the 40th period, disclosing the management and financial status of investment trust beneficiary certificates.
Companies mentioned：アセットマネジメントOne株式会社
Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 33rd period (2025/11/13–2026/05/12)
イーストスプリング・インベストメンツ株式会社 filed its securities report for the 33rd period. The period runs from 2025/11/13 to 2026/5/12.
Companies mentioned：イーストスプリング・インベストメンツ株式会社
Taiwan | 臺灣證券交易所（24）
[億泰] Announces that the company is acting in accordance with Article 22, Paragraph 1, Subparagraph 1 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies (overdue accounts receivable converted into a loan of funds)
億泰（1616）announced that it will convert overdue accounts receivable into a loan of funds to its subsidiary 億福投資. The balance exceeds 20% of net worth.
Companies mentioned：億泰、億福投資
[艾笛森] Chairman sets the record date for the cash capital reduction and share exchange, and related matters concerning the share replacement plan
艾笛森（3591）announced a plan for the share exchange following a cash capital reduction. The company will carry out a cash capital reduction to adjust its capital structure, with approximately NT$1.03 per share expected to be refunded in cash.
Companies mentioned：艾笛森
[天仁] 115 Q2 financial report submitted to the board
天仁茗茶 released its financial report for the second quarter of 115. First-half pretax net profit was NT$63.927 million, with earnings per share of NT$0.59.
[世紀鋼] Board approves the consolidated financial report for the second quarter of fiscal 115
世紀鋼 released its financial report for the second quarter of fiscal 115, reporting first-half revenue of more than NT$10.1 billion and earnings per share of NT$4.08. The company's financial structure showed total assets of approximately NT$58.1 billion.
Companies mentioned：世紀鋼
[英業達] Invited to participate in the BofA Securities 2026 Asia Pacific Conference
Inventec will participate in the BofA Securities Asia Pacific Conference to be held on September 24, 2026, and hold a corporate briefing.
Companies mentioned：BofA Securities
[天瀚] Board approves the consolidated financial report for the second quarter of 115
天瀚 announced its consolidated financial report for the second quarter of 115, reporting cumulative first-half operating losses of NT$8.486 million, after-tax net losses of NT$2.496 million, and a loss per share of NT$0.09.
[英業達] Invited to participate in the UBS Taiwan Summit 2026
英業達 will attend the UBS Taiwan Summit 2026 on September 14, 115, and hold an investor conference to discuss its operations.
Companies mentioned：UBS
[平和環保-創] Announces that the board has approved the company's consolidated financial report for the second quarter of 115
Original平和環保-創公告115年第2季財務報告，上半年歸屬於母公司業主淨利達45,903仟元，每股盈餘1.47元。
[英業達] Invited to participate in the Goldman Sachs Asia Leaders Conference 2026
英業達 will participate in a conference hosted by Goldman Sachs and hold a corporate briefing.
Companies mentioned：Goldman Sachs、英業達
[英業達] Invited to participate in the Goldman Sachs EMEA NDR
英業達 was invited to participate in the EMEA investor conference hosted by Goldman Sachs in London and Germany to share information about the company's operations.
Companies mentioned：Goldman Sachs
[達麗] Announces a change in the company's finance head and temporary appointment of an acting officer
達麗 announced a change in the duties of finance head and acting spokesperson Huang Chih-ming, with Tai Chia-ling temporarily assuming the role of finance head. The acting spokesperson position is pending appointment.
[達麗] Board approves a capital increase for subsidiary 達麗左眷開發（股）公司
達麗（6177）announced that its board approved a capital increase of NT$700 million for its wholly owned subsidiary, 達麗左眷開發. The move is intended for long-term investment.
Companies mentioned：達麗
[英業達] Announces that the amount of the company's endorsements/guarantees has reached the disclosure thresholds under Article 25, Paragraph 1, Subparagraphs 2, 3 and 4 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies
英業達 announced an additional endorsement/guarantee of approximately NT$1.42 billion for its Thai subsidiary to fund working capital. The move reflects the group's continued need to expand operations at its Thailand facilities.
Companies mentioned：英業達、Inventec Electronics (Thailand) Co.,Ltd.
[達麗] Announces that the new construction project in Section 3 of Houbitian was awarded to 寶信營造股份有限公司
達麗（6177）has awarded an additional contract for a new construction project in Qiaotou District, Kaohsiung, to its investee 寶信營造, for approximately NT$24.77 million.
Companies mentioned：寶信營造股份有限公司
[佳龍] Announces board approval of the consolidated financial report for the second quarter of 115
佳龍（9955）announced its consolidated financial report for the second quarter of 115. Cumulative first-half revenue was NT$848 million, with earnings per share of NT$0.97.
[達麗] Announces the record date for a capital increase through the issuance of new shares as employee compensation
達麗建設 announced a capital increase through the issuance of new shares as employee compensation, with 479,302 shares to be issued and a record date of September 21, 115.
Companies mentioned：達麗
[海光] Announces board approval of the consolidated financial report for the second quarter of 115
海光（2038）announced its consolidated financial report for the second quarter of 115, reporting first-half earnings per share of NT$0.02.
[達麗] Announces the board-approved consolidated financial report for the second quarter of 115
達麗（6177）announced its consolidated financial report for the second quarter of 115, with cumulative first-half revenue of NT$8.31 billion and earnings per share of NT$5.03.
[信邦] Announces winning the bid for land and buildings on Zhongxing Road in Tongluo Township, Miaoli County
信邦電子 spent NT$3.458 billion to win the bid for 億光電子's Miaoli Tongluo factory, expanding its business footprint.
Companies mentioned：信邦、億光電子工業股份有限公司
[金興精密] Announces board approval of the consolidated financial report for the second quarter of 115
Original金興精密公布115年上半年財務報告，上半年稅後淨利63,184仟元，EPS為0.99元。
[飛宏] Announces members of the company's sixth remuneration committee
飛宏 announced the members of its sixth remuneration committee: Chou Ta-jen, Lin Kuei-hung, Wu Chung-shu and Kang Hui-mei.
Companies mentioned：飛宏、三貴建設、樂活島戶外用品企業社、台灣經濟研究院、星益欣數位服務股份有限公司、和利財務顧問股份有限公司
[飛宏] Announces members of the company's fourth nomination committee
飛宏 announced an updated list of members of its fourth nomination committee: Chou Ta-jen, Lin Kuei-hung, Wu Chung-shu and Kang Hui-mei.
Companies mentioned：三貴建設、樂活島戶外用品企業社、台灣經濟研究院、星益欣數位服務股份有限公司、和利財務顧問股份有限公司
[偉訓] Corrects the detailed disclosure of endorsements/guarantees for June and July 115
偉訓科技 corrected its endorsement/guarantee disclosures for June and July 115, raising the limits for a single enterprise and the maximum endorsement/guarantee limit. The revised limits are calculated at 250% and 500% of net worth, respectively.
Companies mentioned：偉訓科技
[岱宇] Announces the planned date of the board meeting to consider the consolidated financial report for the second quarter of ROC year 115
岱宇 announced that it will hold a board meeting on August 13, 115, to discuss the consolidated financial report for the second quarter of ROC year 115.
Taiwan | 風傳媒（23）
Can Taiwanese people no longer travel to 2 countries? “Passports detained by customs, entry denied”; Foreign Ministry reveals the reason: linked to this 1 issue
Summary not yet available
Facts
- Reports of 2 cases in which Taiwanese nationals were prevented from entering at the capital airport in 烏干達
- 1 person has already departed successfully for another region
- Original摩洛哥政府於7月20日向其全球使領館下達訓令
- The Ministry of Foreign Affairs responded immediately, effective July 30, based on the principle of international reciprocity
Companies mentioned：烏干達、摩洛哥、肯亞、伊朗、科索沃
Original小小兵再度萌攻手搖飲市場 Mr.WISH三星黃枝香烏龍撞上哈密瓜掀今夏限定收藏熱潮
Summary not yet available
Facts
- Original700毫升小小兵造型隨手罐限定組合
- August 14
Companies mentioned：Mr.WISH、小小兵、International Taste Institute
2026 senior benefits card perks in Taiwan’s 6 municipalities get a major upgrade! Monthly allowances of up to 1000 yuan continue until death; eligible seniors can receive payments directly through their cards
Summary not yet available
Facts
- Seniors aged 65 and over
- Indigenous people aged 55 and over
- Taipei City: 600 points (yuan) per month
- New Taipei City: 600 points (yuan) per month
- Taoyuan City: 800 points (yuan) per month
- Taichung City: 1,000 points (yuan) per month
- Kaohsiung City: 600 points (yuan) per month
- Up to 50 points can be deducted per ride
- Taipei City offers discounts ranging from 30 to 55 points
- Some areas even offer discounts of up to 50 points on admission tickets
- Deductions range from 36 to 85 points per trip
Companies mentioned：台北市立聯合醫院、國立故宮博物院、台北市立美術館、高雄市立美術館、國立自然科學博物館、新北市立十三行博物館、桃園市慈湖園區、台北市立動物園、兒童新樂園、YouBike
Weather forecast / Typhoon Nangka has formed! Weather to change across Taiwan in 2 stages, with “heavy rain for 7 straight days”; this week’s forecast at a glance
Summary not yet available
Facts
- Beware of consecutive days with temperatures reaching 36 degrees
- This year’s No. 17 typhoon, Nangka
Companies mentioned：中央氣象署、中央大學大氣科學系
The 27th time is not the end! Chang Yi-li rolls up his sleeves to donate blood for charity: “Use passion to pursue justice and humility to hear citizens’ voices”
Summary not yet available
Companies mentioned：民進黨、民進黨高雄市黨部
Will gold return to the 5000-yuan mark? Is it still timely to buy in? Experts reveal 3 signs of a rebound: this group has already started positioning itself
Summary not yet available
Facts
- Around 4000 dollars is the bottom range
- 3800 dollars offers strong support
- Regained the 4300-dollar threshold
- Gold prices fell more than 10% in March
Companies mentioned：股人阿勳、風傳媒、國巨、來生聚、川湖、慈湖、謝金河、陳泰銘、聯發科、台積電、杜金龍
1% Recommended Weekly》From apps to AI, is the gateway to our phones changing? What should sick pets eat? Taiwan’s first veterinary specialist in clinical nutrition answers it all, alongside other perspectives and features
Summary not yet available
Facts
- New changes began to emerge in 2026
- Chopin, born in 1810
- Four performances will be held at the National Concert Hall starting August 12
- The performances will then move to the National Theater on August 24 and 25
Companies mentioned：Apple、Samsung、Google、ACVIM、新象藝術
Chen Ting-fei unveils her first AI-animated campaign platform, linking Tainan’s next decade through “three technology pillars”
Summary not yet available
Facts
- NT$7.052 billion in national public construction funding over 8 years
Companies mentioned：民進黨、台積電
New Taipei City KMT Councilor Wang Wei-yuan suspected of improper lobbying; prosecutors order his release on NT$2 million bail today
Summary not yet available
Facts
- Wang Wei-yuan ordered released on NT$2 million bail
- Aide surnamed Ko was released on NT$500,000 bail.
- The councilor for New Taipei City’s Sanchong and Luzhou districts is now serving a 4th term
Companies mentioned：國民黨、台灣地方議員聯盟
Kaohsiung public construction wins another accolade! Public Works Bureau takes home National Excellence in Construction Awards: 2 excellence, 3 gold-quality and 4 quality awards
Summary not yet available
Facts
- 2 excellence awards
- 3 gold-quality awards
- 4 quality awards
- A total of 9 major awards
Companies mentioned：高雄市政府工務局、國立高科實驗高級中學
2026 air-raid drill is coming! Tomorrow, 8/13, strict controls across 7 cities and counties in northern Taiwan; violators face fines of up to 150,000 yuan: traffic changes and internet slowdowns at a glance
Summary not yet available
Facts
- 30-minute air-raid evacuation drill
- August 13 (Thursday), 14:30 to 15:00
- After the drill ends (after 15:00)
Companies mentioned：YouTube、Netflix、LINE Pay、街口支付、高鐵、台鐵、北捷、YouBike、台北小巨蛋、兒童新樂園、警政服務 APP、北市警政 APP、消防防災 e 點通 APP
Original一卡通換帥！廖泰翔卸任交棒 前高市府秘書長郭添貴接任董事長
Summary not yet available
Facts
- iPASS MONEY users have surpassed 7.25 million
- Overall revenue grew 79.2% compared with 2022
- Cumulative stored-value card issuance has exceeded 54 million cards
Companies mentioned：一卡通、iPASS、iPASS MONEY、高雄市政府、交通部、台灣港務公司、高雄港區土地開發公司、高雄流行音樂中心、PayPay
“I never even thought about stopping!” Why the U.S. military insisted on dropping a second atomic bomb: physicists reveal the story behind the Nagasaki bombing
Summary not yet available
Facts
- The initial detonation killed about 40,000 people
- In the following 5 years, more than 100,000 people died directly as a result of the bombing
- At least 80,000 people were killed instantly
- The cumulative death toll rose to about 140,000
- The initial decision was that, if necessary, we would continue dropping these bombs for a year
Companies mentioned：BBC、麻省理工學院、曼哈頓計劃、洛斯阿拉莫斯、B-29
2026 Double Ninth Festival senior gift money is here! Each person can receive a “50,000-yuan bonus” at most; 1 county or city will begin distributing it in September. Amounts and eligibility across Taiwan at a glance
Summary not yet available
Facts
- The gift for seniors aged 85 to 98 has been raised to 3000 yuan
- Seniors aged 99 and over can receive 10,000 yuan
- Monthly points have increased to 600
- Ages 55 to 84 (Indigenous people): 1500 yuan
- Ages 85 to 98: 3000 yuan
- Age 99 and over (Indigenous people aged 89 and over): 10000 yuan and 1 gift
- Ages 55 to 99 (Indigenous people): 1000 yuan
- Original100歲以上：6000元及敬老禮品乙份
- Ages 65 to 98: 2500 yuan
- Age 99 and over: 20000 yuan
- 10000 yuan per person
- 1000 yuan per person
- Ages 65 to 89 (Indigenous people aged 55 to 89): 2000 yuan
- 9
Companies mentioned：台北市、新北市、基隆市、桃園市、新竹縣、苗栗縣、台中市、彰化縣、南投縣、南投市、雲林縣、嘉義縣、嘉義市、台南市
Original韓國瑜為何飆罵傅崑萁？立委曝背後盤算：「不只是警告」，傅崐萁親自回應了！
Summary not yet available
Facts
- Original韓國瑜希望將總預算案的在野黨提案數降至100案左右
- Get the central government’s 115年度 general budget reviewed and passed on schedule as soon as possible
Companies mentioned：韓國瑜、傅崐萁、林俊憲、林沛祥、卓榮泰、黃國昌、翁曉玲
Original【新新聞】離岸風電進入淘汰賽！美國政策逆轉、日本低價模式失靈 中國逆勢狂奔
Summary not yet available
Companies mentioned：アメリカ、日本、中国
“My Roommate Is a Detective” and “A Love So Beautiful” aren’t No. 1! Hu Yitian’s top 10 mainland Chinese dramas, with the top-rated show surpassing “Handsome Siblings” and winning viewers over
Summary not yet available
Facts
- “The Wind Rises in the Clouds”｜豆瓣 rating: 5.1
- “The Rose in the Storm”｜豆瓣 rating: 5.5
- Original《我的時代，你的時代》｜豆瓣評價：5.6分
- “See You Again”｜豆瓣 rating: 5.9
- “Please Fall in Love”｜豆瓣 rating: 5.9
- “Handsome Siblings”｜豆瓣 rating: 6.0
- “The Murder in Kairoutei”｜豆瓣 rating: 6.3
- “My Roommate Is a Detective”｜豆瓣 rating: 7.0
- “A Love So Beautiful”｜豆瓣 rating: 7.1
- “The Legend of Zhuohua”｜豆瓣 rating: 7.4
Companies mentioned：豆瓣
Original有郵局帳戶的注意！中華郵政宣布了：「這1天」行動網路線上轉帳、匯款恐卡住，全台7縣市都受影響
Summary not yet available
Facts
- Scheduled for August 13, from 2:30 p.m. to 3 p.m.
- The area covers 7 cities and counties, including Taipei City, New Taipei City, Keelung City, Taoyuan City, Hsinchu City, Hsinchu County and Yilan County
- Although the drill will last only half an hour
Companies mentioned：中華郵政
Behind the scenes: Dai Hsi-chin could lose his Taipei City Council speakership! Relying on 民眾黨 to keep his position angers 國民黨 councilors, leaving him worse off.
Summary not yet available
Facts
- 國民黨 scores a sweeping victory, winning 14 county and city mayoral seats
- Surpassing 民進黨's 5 seats
- For the first time in 4 years
Companies mentioned：國民黨、民進黨、民眾黨
Original孫儷吳慷仁《危險關係》輸了！近半年最強陸劇TOP10冠軍是它：評價輾壓劉浩存《主角》、不追太可惜
Summary not yet available
Facts
- 《低智商犯罪》 takes the top spot with a score of 8.2
- 《主角》 follows close behind with 8.1
- 《危險關係》 ranks third with 7.9
- Original《純真年代的愛情》｜豆瓣評價：7.3分
- 《家業》 | Douban rating: 7.3
- 《家事法庭》 | Douban rating: 7.4
- Original《靈魂擺渡·十年》｜豆瓣評價：7.4分
- 《畫夢錄》 | Douban rating: 7.4
Companies mentioned：孫儷、吳慷仁、王驍、田曦薇、張嘉益、劉浩存、楊紫、龔俊、趙又廷、毛曉彤、于毅、肖茵、代露娃、唐詩逸、王傳君、郎月婷、陳飛宇、孫千、韓東君、任敏、劉智揚、金世佳、方筱然、林逸、周筱風、姜心羽、許雁真、顏聆、羅梁、易來弟、易青娥、憶秦娥、胡三元、張一昂、李茜
《雨霖鈴》 and 《野狗骨頭》 lose out! The champion of the strongest mainland Chinese dramas TOP10 in the past 3 months is this one: its reviews surpass Yang Zi's 《家業》—the strongest summer-season drama is this one
Summary not yet available
Facts
- 《燦如繁星》 is adapted from Chang Er's novel 《狹路》 and blends youth, competitive soccer, psychological issues and romance. Esther Yu plays Lin Wanxing, a psychology PhD who returns to her hometown after a major upheaval in her life and takes a job at Hongjing No. 8 High School; Chen Jingke plays soccer coach Wang Fa. The two cross paths through a high school soccer team in crisis. As they guide the team’s growth and pursue the truth about the past, they also gradually overcome their own personal struggles.
- 《京城奇探》 is a Republican-era mystery and investigation drama. Zhai Zilu plays Zhao Shaoshang, a young master from the capital who appears carefree but is actually perceptive. While investigating strange incidents at his sister’s marital home, he meets Yuan Hong, an overseas-trained police officer played by Ma Sichao. The two go from disliking each other to becoming crime-solving partners, gradually uncovering the truth behind past events through a series of cases tinged with folk legends.
- 《極速營救》 is a crime mystery drama made by the team behind the 《毛騙》 series. Shao Zhuang plays Shao Yu, a former police officer who left the force after a work-related mistake and is raising his daughter alone. One day, he wakes to discover that a bomb has been implanted in his body and his daughter has been kidnapped. A mysterious person demands that he complete a series of tasks within a time limit, leaving Shao Yu to carry out the orders while searching for his daughter and the mastermind.
- 《野狗骨頭》 is adapted from Xiu Tucheng's novel of the same name and is set in a small southern city in the 1990s. Song Weilong plays Chen Yi, a wild and rebellious young man, while Zhang Jingyi plays a quiet-looking but resolute character
Companies mentioned：豆瓣
Review: 韓國瑜 angrily rails against an incurable hopeless case
Summary not yet available
Facts
- Opens with a five-minute scolding
- Closes with another one-minute scolding
- 傅崐萁 misses four consecutive cross-party negotiations
- 韓國瑜's goal should be to complete the third reading sometime before the end of August
- Let alone putting forward an argument for 國民黨's principles on freezing and cutting the overall budget.
- Pledged to communicate with 民眾黨 and move the number of proposals on the overall budget toward 韓國瑜's target of “bringing it down to around 100 proposals”
Companies mentioned：韓國瑜、傅崐萁、國民黨、民進黨、民眾黨、黃國昌、王金平、林沛祥、TAIWAN PLUS
Updates to Hongnan and Hongyi to consult residents first! Xue Zhaoji advocates creating a “community consensus platform”: residents should decide for themselves about their own homes
Summary not yet available
Companies mentioned：中油
Taiwan | 鉅亨網（15）
Set to debut in late autumn! 傳輝達 reportedly developing a new Nemotron 4 AI model to take on the world’s leading open-source models
Summary not yet available
Facts
- OriginalNemotron 4 系列中最大版本參數預計至少 1 兆
Companies mentioned：傳輝達、輝達、千問、DeepSeek、Anthropic、OpenAI、微軟
〈Taiwan stocks at the open〉台積電 holds above the previous close as memory and PCB stocks lead the way, rising more than 300 points and holding above 4萬5
Summary not yet available
Facts
- Rises more than 300 points
- Up a modest 0.42%
- The weighted market index opened at 45175.7 points
- Hit a high of 45498.05 points
- Original預估全場集中成交值 8445 億元
- The electronics index rises 0.81%
- Accounts for 82% of total market turnover
- Financial stocks rise 0.18%
- Accounts for 1.18% of total market turnover
- South Korea's stock market rises 1.9%
- Limit-up at 485.5 yuan
- Original期指空單量高達 8.8 萬口
- 4 ten-thousand and 6000 points
- 4 ten-thousand and 3000 points
Companies mentioned：台積電、南亞科、健鼎、金像電、台光電、富喬、台燿、聯茂、聯發科、欣興、南電、景碩、台達電、順達、松川精密、NVIDIA、SONY
AI computing power becomes a new tradable asset! CME to launch futures contracts tracking Nvidia GPU costs
Summary not yet available
Facts
- Original可能為 AI 基礎建設注入高達 5,000 億美元資金
Companies mentioned：CME Group、Silicon Data、輝達 (Nvidia)
Waiting 10 days is too long! US-Iran war snarls Panama Canal traffic, prompting one ship to pay $4 million to “cut in line”
Summary not yet available
Facts
- Original砸下近 400 萬美元
- Original約 1.28 億台幣
- Queues stretch to 10 days
- Daily operating costs exceed $1 million
Companies mentioned：Seaspan、Argus Media、巴拿馬運河管理局
Even Buffett is bullish? The stronger AI gets, the real big winners are the three unsung champions: power, heat and light!
Summary not yet available
Facts
- OriginalAlphabet 宣佈籌資 800 億美元
- Original2026 年資本支出上調至 1,950 億～2,050 億美元
- AI server rack power consumption exceeds 100kW
Companies mentioned：波克夏、Alphabet、Google、輝達、超微、台積電、奇鋐、健策、聯亞、上詮、華星光、AES-KY、台達電
Foreign investors ditch South Korea for Taiwan in August! Taiwan stocks have stronger earnings prospects, drawing funds toward a more stable market
Summary not yet available
Facts
- Original本月迄今外資已累計買進台股 17 億美元
- Original同期則賣超韓股 62 億美元
- Both markets have gained more than 50% this year
- Original分析師上月把台灣加權指數 (TAIEX) 成分股未來 12 個月獲利預估上修 9.5%
- Earnings estimates for Kospi constituents were raised by 7.4%
Companies mentioned：台灣、南韓、彭博、Grantham Mayo Van Otterloo & Co.、Warren Chiang、三星電子、SK 海力士、台積電、法國興業銀行、Societe Generale、Frank Benzimra、Vantage Global Prime、Hebe Chen、Aberdeen Asian Income Fund、Isaac Thong、法興、Benzimra
Original一年燒錢逼近瑞士GDP！美中9大雲廠2026資本支出狂飆近9成 AI伺服器出貨預期上修至31%
Summary not yet available
Facts
- The year-over-year growth forecast for AI server shipments was raised from 28% to nearly 31%
- Original合計資本開支將大幅年增約 90%、突破 8867 億美元
- Original2027 年進一步增至 1.32 兆美元
- About 49% year-over-year growth
- Original2026 年 AI 資本開支已上修至逾 2000 億元人民幣
- At least 25% higher than the earlier plan
- When power consumption above 100kW per rack becomes the norm
- Delivery times for the same model range from 3 weeks to 26 weeks, a difference of nearly 9 times
Companies mentioned：谷歌、亞馬遜 AWS、Meta、微軟、甲骨文、字節跳動、騰訊、阿里巴巴、百度、集邦咨詢 (TrendForce)、輝達、華為昇騰、鴻海、廣達、緯穎、工業富聯
物聯智慧's EPS rose more than 140% in the first half of 2026; improved earnings quality and core software and cloud services demonstrate operational resilience
Summary not yet available
Facts
- Original上半年合併營收為新台幣 1.64 億元
- Original2025 年同期的 1.95 億元
- A decline of about 16.1%
- Earnings per share (EPS) reached NT$0.77
- NT$0.32 in the same period last year
- Growth of about 140.6%
Companies mentioned：物聯智慧
Interest payments burn through $37,000 every second! Congressional Budget Office raises full-year deficit forecast to $2.1 trillion
Summary not yet available
Facts
- Burns through $37,000 every second
- US public debt nears $40 trillion
- Net interest outlays reach $963 billion
- Net interest payments are $117 billion higher than in the same period last year
- Federal deficit widens to $1.8 trillion
- Annualized net interest tops $1.2 trillion
Companies mentioned：美國國會預算辦公室、聯準會
Fed's Goolsbee: Inflation, not labor market weakness, is the economy's biggest problem right now
Summary not yet available
Facts
- Benchmark interest rates held unchanged in the 3.50-3.75% range
- Original芝加哥聯準銀行金庫的門重達 8 萬磅
Companies mentioned：芝加哥聯準銀行、聯準會、Fed、美國勞工統計局、芝商所、CME、Fed 主席華許
Key U.S. Stock Market News Summary, Aug. 12, 2026
Summary not yet available
Facts
- Original英特爾發行 200 億美元新股
- Fourth-quarter adjusted earnings per share (EPS) were $1.70
- Original營收 111 億美元
- Extended from about 4 weeks to 6 weeks
Companies mentioned：英特爾、美光科技、美超微電腦、蘋果、巴克萊
Revenue Flash Report - A look at July revenue for major Taiwan-listed companies, Aug. 12, 2026 (209 companies added)
Summary not yet available
Facts
- 223 companies in total
- 3460.2%
- 1459.1%
- 719.6%
- 104532.1%
- 93756.2%
- 104.9%
Companies mentioned：潤隆、台汽電、南亞科、農林、中天、聯華、至上、華邦電、國建、遠雄
Earnings: AI spending frenzy doubles revenue; CoreWeave surges 15% after hours
Summary not yet available
Facts
- The stock closed at $90.32 per share earlier Tuesday
- It has risen 26% through Tuesday's close this year
- Outperforming the S&P 500 Index's gain of nearly 13% over the same period
- Adjusted EPS: -1.03 vs. -1.2
- Original淨損：6.26 億美元
- Original營收：25.8 億美元 vs 25.6 億美元
- Original未完成訂單：1040 億美元
- Original資本支出：94 億美元
- Original營收：34-36 億美元 vs 34.3 億美元
- Original調整後營業利益：9.6-11.5 億美元
- Original營收：124-132 億美元 vs 126.3 億美元
- Original資本支出：350-390 億美元 vs 310-350 億美元
- Original上季營收較去年同期增加 112% 至 25.8 億美元
- Equivalent to
Companies mentioned：CoreWeave、Applied Digital Corp、Nebius、IREN、亞馬遜、Google、微軟、輝達、Meta Platforms、Anthropic、Jane Street、SpaceX
輝達's $500 billion AI financing plan launches; beneficiary stocks at a glance
Summary not yet available
Facts
- Original動員逾 5,000 億美元第三方資本
- Original公司 2026 年與 2027 年預估自由現金流 4,700 億美元的 15%
- Original輝達 2026 年可能回購約 730 億美元股票
- Original2027 年進一步增至 1,060 億美元
- Original全球 AI 系統市場規模到 2030 年可能達到 1.7 兆美元
- 輝達 is expected to capture 65% to 70% of the market
Companies mentioned：輝達、Apollo、貝萊德、黑石、Brookfield、高盛、KKR、CoreWeave、Nebius、美光、Sandisk、Coherent、Lumentum、Credo、康寧、Applied Optoelectronics
AI asset-backed financing faces its biggest test! 輝達's $500 billion financing plan could come under fire from Chinese chips
Summary not yet available
Facts
- Original規模高達 5000 億美元的 AI 融資計畫
- 輝達 currently holds more than 75% of the U.S. AI chip market
- The rental price of 輝達 H100 GPUs has risen from about $1.70 per GPU per hour at the end of 2025
- To about $2.35 this year
- Related assets may need to offer high yields of 11% to 17% to attract capital
Companies mentioned：輝達、貝萊德、黑石、阿波羅全球管理、KKR、布魯克菲爾德資產管理、高盛、華為、美銀證券、FedWatch Advisors
Taiwan | 環球生技月刊（3）
08/12 “Biomed News Radar” - 環球生技 Monthly
Summary not yet available
Facts
- 環球生技 sees explosive profit growth on 2026/8/12
- Aim for 百億 for the full year
- 綠茵's first-half net profit fell 28% year over year
Companies mentioned：仁新、Belite、環球生技、藥華藥、綠茵、水星生醫
仁新 Belite's Stargardt eye drop filing accepted by the U.S. FDA; decision expected as early as February next year - 環球生技 Monthly
Summary not yet available
仁新 Belite's Stargardt eye drop filing accepted by the U.S. FDA; decision expected as early as February next year - 環球生技 Monthly
Summary not yet available
Taiwan | 照護線上（1）
For middle-aged men, is drinking alcohol good or bad for heart health and longevity?
Summary not yet available
Taiwan | Heho健康（1）
Why don't you feel anything after taking probiotics? A nutritionist explains “build the environment first, then add bacteria” - Heho Health
Summary not yet available
Facts
- Marketed as containing 100 billion bacteria
- Taken for a month