315 received, 315 listed, 5 sources ・ Page 4 of 4
One place for news and notices from 2 countries/regions: Taiwan, 161 items from 4 sources; Japan, 154 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan stocks rebounded strongly to 46,551 points, but 47K is a short-term resistance zone. AI demand remains robust and NVIDIA reported strong earnings. Investment strategies should focus on supply-chain stocks with solid fundamentals.
Companies mentioned：NVIDIA、華新科、大立光、日電貿
UMC's August 2026 revenue reached NT$25.045 billion, up 30.71% year on year, signaling strong semiconductor demand. The growth reflects an industry recovery and the company's competitiveness, making it an important indicator for Taiwan's technology sector.
Barclays said the stock market has once again become more sensitive to rising energy prices and interest rates. Market volatility in the fall is a concern, and investors need to manage risk.
Companies mentioned：バークレイズ銀行
According to TrendForce, CPU supply is expected to improve from 2026, narrowing the decline in notebook PC shipments to 9.4%. However, rising memory and CPU prices are increasing cost pressures on brands.
Companies mentioned：TrendForce
Taiwan's active ETF market has reached a milestone of 40 listed funds. Active Uni-President Frontier Technology (00411A) led this year's newly listed ETFs with a single-day gain of 3.48%, reflecting strong market interest in actively managed funds.
Companies mentioned：統一投信、復華投信、永豐投信、中信投信、NVIDIA、CMoney
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Companies mentioned：台積電、美光
Major indexes in the Hong Kong stock market rose across the board, with technology and AI-related stocks posting particularly strong gains. Strong earnings and an improved external environment were the main drivers.
Companies mentioned：美團-W、聯想集團、商湯-W、網易-S、小米集團-W、閱文集團、深演智能、禾賽-W、百度集團-W、中糧家佳康、牧原股份、金斯瑞生物科技、藥明生物、華虹宏力、中芯國際、希音-W、建滔積層板
Taiwan's stock market faces the twin pressures of high growth in the AI industry and expectations of Fed rate hikes. Investors are advised to diversify their asset allocation to navigate a highly volatile market.
Companies mentioned：NVIDIA、統一投信、元大投信、國泰投信、玉山投信
China's A-share 三 major indexes fell after opening higher, posting a slight decline for the week. Aquaculture and AI-related stocks rose, while semiconductors and coal stocks underwent a correction. The balance of funds in the market and U.S. Treasury yields will be key factors going forward.
Companies mentioned：華虹宏力、國科微、強一股份、宏和科技、思泉新材、國瓷材料、同宇新材、新五豐、羅牛山、正虹科技、天邦食品、邦基科技、大禹生物、敦煌種業、亞盛集團、新炬網路、龍版傳媒、中國出版、翠微股、楚天龍、福建水泥、海通發展、安記食品、中國船舶
Original華安(6657-TW)が3億元の現金増資を実施し、F705PDとF703EBの臨床開発を推進。これにより国際ライセンス交渉の優位性が強化され、収益化への道が加速する。
中鋼 announced prices for October and the fourth quarter on Oct. 4. Monthly prices were raised across the board, while quarterly prices opened flat to higher, mainly due to rising steelmaking costs and a recovery in international steel prices. The move reflects tight market supply and steady demand and is an important indicator for Taiwan's steel industry.
Companies mentioned：中鋼、IMF
Amid geopolitical tensions, European central banks, including those in the Netherlands and France, are transferring overseas gold reserves to London and other locations. The main aims are to ensure asset security and liquidity, and the moves are affecting the international gold market.
Companies mentioned：世界黄金协会（WGC）、荷兰中央银行（DNB）、法国央行、德国央行、意大利央行
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The market's real focus is the direction of the dot plot, rather than whether the FOMC raises interest rates in September. Even if there is a rate hike, a flat dot plot could instead be interpreted as positive news.
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Facts
Companies mentioned：社團法人中華民國牙醫師公會全國聯合會、Taiwan Dental Association