Original〈熱門股〉仁寶衝刺AI伺服器業務 外資狂敲逾10萬張周漲逾1成
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Companies mentioned：NeoCloud
2026-08-15 09:00–12:00 JST
210 received, 210 listed, 6 sources ・ Page 3 of 3
One place for news and notices from 2 countries/regions: Taiwan, 154 items from 5 sources; Japan, 56 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 鉅亨網 (continued)（13）
China’s version of Apple Intelligence revealed! Its technical approach does not rely on Gemini, instead using Apple’s own model
To comply with China’s AI regulations, Apple will make its own models the core of a China-specific version of Apple Intelligence, launching it with Alibaba. The move avoids Gemini and ChatGPT, which cannot be deployed in China, and strengthens local compliance and market competitiveness.
Companies mentioned：Apple、Google、Alibaba、Baidu、OpenAI、Anthropic
Takaichi calls Putin’s visit to the Kuril Islands “absolutely unacceptable”.
Japanese Prime Minister Sanae Takaichi criticized Russian President Vladimir Putin's visit to the Kuril Islands as 'absolutely unacceptable.' Japan claims the islands as its inherent territory and condemned Russia's military activities.
Key milestone ahead of listing! Anthropic’s Q2 revenue surged 14 times, while adjusted operating profit turned positive for the first time.
Anthropic's second-quarter revenue surged 14 times year over year, while adjusted operating profit turned positive for the first time. The company reached an important milestone ahead of an IPO, intensifying competition with OpenAI and DeepSeek.
Companies mentioned：OpenAI、DeepSeek、Morgan Stanley、Goldman Sachs、JPMorgan Chase
Trump imposes 100% punitive tariffs on drones; drone stocks soar across the board.
The Trump administration imposed tariffs of up to 100% on Chinese-made drones. U.S. drone-related stocks surged as a result, with Unusual Machines gaining more than 24%. The measures are aimed at national security and bringing manufacturing back to the United States.
Companies mentioned：Unusual Machines (UMAC-US)、Red Cat (RCAT-US)、AeroVironment (AVAV-US)、Kratos Defense & Security Solutions (KTOS-US)、ノースロップ・グラマン (NOC-US)、Aevex (AVEX-US)、Ondas Holdings (ONDS-US)
Key U.S. Stock Market News Summary, Aug. 15, 2026
博通 shares plunged over risks tied to financing AI chips, while 輝達's investment in SpaceX and 波克夏's increased investment in Alphabet also drew attention. Funds continued to flow into the U.S. stock market.
Companies mentioned：博通、輝達、SpaceX、波克夏、Alphabet、蘋果、美國運通、高盛、達美航空、住宅建商
Revenue Flash — Overview of July Revenue for Taiwan’s Large-Cap Companies, Aug. 15, 2026 (15 companies added)
Sales figures for 236 major Taiwanese companies in July 2026 were released. 潤隆 ranked first, with annual growth of 3460.2%. The semiconductor and construction industries led the way, pointing to signs of an economic recovery.
Companies mentioned：潤隆、台汽電、南亞科、至上、華邦電、元大金、星宇航空、合庫金、燁興、聯華、國建、遠雄、國際中橡、皇普
波克夏 makes Alphabet its third-largest holding with a major investment; also adds to stakes in Delta Air Lines and homebuilders.
波克夏 increased its Alphabet holdings by 83%, making it the company's third-largest holding. It also added to its investments in the aviation and housing industries, while cash fell to US$365.5 billion.
Companies mentioned：Alphabet、Apple、American Express、Delta Air Lines、Lennar、D.R. Horton、Taylor Morrison
Energy After Hours: Another tanker attacked in the Strait of Hormuz; no progress in U.S.-Iran talks; oil prices gain nearly 6% for the week.
Tanker attacks in the Strait of Hormuz and the stalemate in U.S.-Iran tensions pushed international crude oil prices up by as much as 6% for the week. Supply risks could directly hit consumer prices, it was noted.
Companies mentioned：Lipow Oil Associates、Price Futures Group、Julius Baer、ADNOC
Taiwan | 照護線上（1）
Redefining obesity: Does your weight management need a more comprehensive assessment?
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