148 received, 148 listed, 5 sources ・ Page 2 of 2
One place for news and notices from 2 countries/regions: Taiwan, 98 items from 4 sources; Japan, 50 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
US Treasury Secretary Bessent is promoting the US growth strategy at the G20, but countries have raised concerns about trade tensions caused by US policies and foreign exchange intervention.
Companies mentioned：野村総合研究所、Gavekal Dragonomics、フランス・パリ銀行、IMF
The blue-white alliance has broken down in the Zhubei mayoral election. Taiwan People's Party candidate Chiu Chen-yuan leads KMT candidate Wu Hsu-chih by a wide margin among voters aged 20 to 40. Former legislator Kuo Cheng-liang says the situation is unfavorable for the KMT, which faces a risk of losing young voters in 2028.
Original正崴集團因森崴子公司在台電離岸風電工程中虧損200億，決定出售持股以財務切割，避免風險擴大。
Companies mentioned：台電、中信銀、森崴能源、富威電力、新加坡宝威
KMT Vice Chairman Hsiao Hsu-tsen will travel to the Dongguan Taiwan Expo after attending the Lu-Tai Forum. Taichung Deputy Mayor Cheng Chao-hsin will attend at Lu Hsiu-yen's direction. The move is seen as Lu's cautious first step toward cross-strait engagement as she prepares for the 2028 presidential election, and carries significant political implications.
Someone used the name of 警政時報 and a reporter to send petition letters to the Ministry of Agriculture, Chiayi City Government and Presidential Office in an attempt to pressure government agencies. The newspaper discovered the letters and reported the case to police and filed a lawsuit. The case involves forgery and damage to reputation, highlighting the risk of media brands being misused.
Companies mentioned：警政時報
Former Digital Affairs Minister Huang Yen-nun said at a forum that Taiwan faces a severe shortage of AI computing power and lags behind Japan and South Korea. He urged the government to increase AI funding, prioritizing it over cash handouts. Scholars also warned that U.S. export controls on AI models are tightening, underscoring the importance of technological sovereignty.
Companies mentioned：Anthropic、欣興電
In his final policy report as Kaohsiung mayor, Chen Chi-mai presented 17 achievements ranked “No. 1 among the six special municipalities,” spanning industry, transportation and social welfare. He stressed that Kaohsiung's transformation has only just begun and that the city will continue to develop.
Companies mentioned：台積電、Netflix
Taiwan stocks fell today, with electronics stocks weakening while financial stocks rose against the trend. An analyst said wider interest margins and indiscriminate selling after MSCI's removal have made 臺企銀 a bargain for medium- to long-term investment.
Companies mentioned：富邦金、國泰金、臺企銀、兆豐金、欣興
大華銀投信 forecasts a distribution of 1.75 yuan for this period for its high-dividend ETF 00918. It is scheduled to go ex-dividend on Sept. 18, with payment on Oct. 15. Investors must buy by Sept. 17.
Original凱基金控總經理楊文鈞在法說會後表示，投資人對明年每股配息1.65元的預期邏輯正確，並強調公司將努力達成目標。凱基證券與凱基人壽也分別說明資本規劃與上繳股利展望。
Companies mentioned：凱基金控、凱基人壽、凱基證券
Yahoo Finance released its 2026 survey of Taiwanese investor behavior. AI-related investing is becoming mainstream, with 76% investing in stocks and 56% in ETFs. Participation by younger people is especially notable, and the use of AI is also advancing.
The robotics team from Taipei's VIS was received by the president and highlighted the 3 key capabilities needed in the AI era: resilience, problem-solving, and cross-disciplinary integration. The government also announced an AI talent development plan worth more than 40 billion yen.
As Taiwan's stock market faces a correction near record highs, analyst 杜金龍 highlighted a recovery in trading volume and 3 defensive sectors. He also presented a key indicator for gauging the market's direction.
Taichung will provide free nutritious lunches to all elementary and junior high school students starting in the 115 academic year. Mayor Lu Hsiu-yen took part in the first-day-of-school event and announced plans to add extra dishes during the first week, emphasizing food safety and balanced nutrition. The program will benefit 240,000 students.
The Kaohsiung City Library will begin accepting applications for the Fourth 好繪芽獎 on Sept. 14. With grants of up to 900,000 Taiwan dollars, the program offers Taiwanese picture-book creators support to realize their publishing dreams.
The Taichung City Government has opened Zhongxing Bridge, easing the traffic bottleneck between the Beitun MRT development zone and Tanzi, improving travel efficiency and promoting regional integration and development.
Chen Chi-mai's 2 former aides, Chang Yi-li and Chang Yao-chung, have registered to run for Kaohsiung City Council, symbolizing a generational transition in governance and a continuation of his municipal agenda, with considerable political significance.
Rising international oil prices have heightened inflation concerns, pushing the US 10-year Treasury yield to its highest level in 1 year and a half. Markets expect another rate hike by the Federal Reserve, and bond selling is increasing. This has important implications for monetary policy and investment strategies.
OriginalNVIDIAが35億ドルを投じて联発科に投資し、AI用カスタムXPUとAIファクトリーの共同開発を拡大。両社は技術・ビジネス面で深く連携し、AIインフラ市場で主導権を強化。
Companies mentioned：NVIDIA、Amazon
France's fiscal and political crisis is deepening, driving up sovereign debt risk. Investors are shifting to Italian government bonds, sending tremors through European markets.
Companies mentioned：バルクレイズ、みずほ金融グループ、ファイデルITY、ピーターソン研究所、トレイス・グループ、ロイズ・インシュアランス、ゴールドマン・サックス
Military clashes between the US and Iran have flared up again, sending oil prices soaring. Inflation concerns have risen as a result, and major US stock indexes opened lower. Expectations of a Federal Reserve rate hike have also strengthened, adding to market uncertainty.
Companies mentioned：Shein Global Holdings、Pinterest、GameStop、Deere、Barclays、ABN Amro Investment Solutions、Brandywine Global Investment Management、Morgan Stanley
Original2026年A股中期業績出爐，中國石油以千億淨利奪非金融盈利王，江波龍因DRAM需求暴增，淨利同比增長逾7萬倍成增長王，反映半導體與能源產業強勁動能。
Companies mentioned：中国石油、江波龍、長鑫科技、天齊鋰業、沐曦股份、赤峰黃金
輝達 will invest US$3.5 billion in 聯發科 convertible bonds. The companies will deepen cooperation in AI factories and custom XPU, advancing AI infrastructure from cloud to edge and setting a record for an ECB issuance in Taiwan.
Companies mentioned：輝達、聯發科
Saudi Arabia is negotiating with several banks for loans of at least $8 billion to cope with economic pressure from fighting in the Middle East. The talks come amid falling oil revenues and a widening fiscal deficit.
Companies mentioned：Saudi Aramco
輝達 announced a US$3.5 billion investment in 聯發科, deepening technology cooperation and promoting the wider adoption of data center interconnect technology to strengthen its leading position in the AI hardware ecosystem.
Companies mentioned：聯發科、博通、邁威爾、Google、亞馬遜、微軟、Alphabet
Experts at The Motley Fool say market uncertainty should be viewed as an opportunity for long-term investing. Monetary policy by 連邦準備制度 and the AI bubble are among the market's concerns, but historical data show the effectiveness of long-term investing.
Companies mentioned：The Motley Fool、連邦準備制度
Following hawkish remarks by Federal Reserve Chair Powell, market expectations for a September rate hike rose to 56.9%. As US Treasuries sold off, non-investment-grade bonds gained 2.72% year to date, showing resilience against headwinds.
Companies mentioned：芝商所、富蘭克林證券投顧、富蘭克林・テンプルトン
A document leak involving South Korean e-commerce giant 酷澎 and the South Korean government could escalate into trade tensions between the US and South Korea. The US has criticized the South Korean government's tighter oversight and is considering tariff increases as a retaliatory measure.
Companies mentioned：酷澎、Greenoaks Capital Partners、Altimeter Capital
Emerging-market stocks posted their strongest August gains since 2004. A weaker-dollar trade and gains across a broad range of sectors were behind the rise, drawing increased investor interest.
Companies mentioned：Tellimer、台積電、三星電子、SK海力士
The Taiwan Trade Association set up a Taiwan Pavilion at the Eswatini International Trade Fair, where 26 companies sought to enter the African market with AI and green agriculture. The king also visited and gave it high praise.
Companies mentioned：華碩、創見、資拓宏宇、BenQ、伊利諾、黑蟻工業、極智、達兒周、華紐
凱基金控 reported its financial results for the first half of 2026, with profits at its banking and securities subsidiaries rising substantially. Its “ONE KGI” strategy generated synergies between banking and securities, bringing in more than 600億元 in profit and demonstrating the benefits of group integration.
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Companies mentioned：輝達、ASML、台積電
吳東亮, chairman of the Chinese National Association of Industry and Commerce, led 32 industry representatives in a meeting with President 賴清德, putting forward more than 10 policy proposals focused on finance, energy, taxation and AI development. He urged efforts to narrow the K-shaped economic divide, reflecting consensus on cooperation between the public and private sectors.
The popular ETF 00919 is forecasting a distribution of 1.1 yuan for its 14th payout, equivalent to an annualized distribution yield of 13.77%. It has exceeded 10% for 14 consecutive quarters, supported by the strength of financial stocks.
Companies mentioned：群益投信
Original環宇-KYは7月に1株当たり0.18元の赤字を計上したが、光通信需要の高まりとAI規格の進化により、外資は買進を維持。2026年以降の成長が期待される。
Wall Street firms say commodities are valued at a 50-year low relative to U.S. stocks. Shortages of physical resources and demand for AI infrastructure are driving hard assets into an upcycle, while climate change is increasing supply risks.
Companies mentioned：Jefferies、Azuria Capital、UBS、Barclays
本田 and Nissan have partnered to develop a shared ECU for software-defined vehicles. They aim to introduce it in new vehicles starting in fiscal 2029, cutting development costs and strengthening technological competitiveness.
Companies mentioned：本田、日産自動車、三菱自動車、比亜迪（BYD）
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Companies mentioned：晶碩、大學光、望隼、康霈、高端疫苗、藥華藥、共信-KY
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Companies mentioned：藥華藥、仁新、泰博、禾馨、火星生技、喬聯科技、蘇州喬陽醫學、宜蘊生醫
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Companies mentioned：科懋
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Companies mentioned：佳世達、統一證券
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Companies mentioned：華廣、環球生技月刊
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Companies mentioned：火星生技*
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Companies mentioned：豪展
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Companies mentioned：藥華藥、仁新、泰博、禾馨、火星生技、喬聯科技、蘇州喬陽醫學、宜蘊生醫
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Companies mentioned：亞東醫院、印尼日惹大學
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Companies mentioned：國家衛生研究院、國立清華大學、iScience
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Companies mentioned：博晟生醫、德信證券