Acrobatics school athletes make strides at gymnastics competition. MIRAIE体操クラブ wins the vault and places 2nd in the all-around, among multiple podium finishes
OriginalMIRAIE体操クラブの選手が丸山杯体操競技大会で多数入賞し、跳び箱優勝や個人総合2位を達成。アクロバット教室から本格的体操競技への育成体制が実を結んだ。
2026-09-10 00:00–03:00 JST
68 received, 68 listed, 5 sources
One place for news and notices from 2 countries/regions: Taiwan, 41 items from 4 sources; Japan, 27 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Japan | PR TIMES（27）
[Game Results] Wed., Sept. 9 vs. レバンガ北海道 (Manila Game)
Summary not yet available
Facts
- 群馬クレインサンダーズ 98 - 81 レバンガ北海道
- Stanley Johnson: 23 points
- Trey Jones: 16 points
Companies mentioned：群馬クレインサンダーズ、レバンガ北海道、Bリーグ
PuttOUT “Air Break MAX” opens for advance reservations on Friday, Sept. 4, 2026 — “Turn uncertainty about the slope into confidence”
Summary not yet available
Facts
- Putting mat measuring 83.4 cm × 358 cm when laid out
- Practice long putts up to 10 feet (about 3 m)
- Slope adjustment: up to 8% horizontally and up to 3% vertically (up to 8% on a single panel)
- 7 million yen
- ¥103,840 (20% off)
- ¥110,330 (15% off)
- ¥129,800
Companies mentioned：PuttOUT、株式会社そばに、Amazon、楽天市場、Yahoo!ショッピング
[BESTNET-GSERVER] Supports Valheim 1.0 (Deep North) — full cross-play, including PS5 and Nintendo Switch 2; just restart the server to apply
Summary not yet available
Facts
- Official version 1.0 (Deep North)
- 1–10 players can play together
- 6-digit access code
Companies mentioned：ベストネット合同会社、Iron Gate AB、Coffee Stain Publishing
2026-27 season: New player introduction press conference
Summary not yet available
Facts
- No. 14 Stanley Johnson
- No. 28 Keita Tsurumaki
Companies mentioned：株式会社群馬クレインサンダーズ、株式会社オープンハウスグループ
Global AI big data analytics market projected to grow to US$420 billion by 2034, with a CAGR of 20.0%
Summary not yet available
Facts
- US$95 billion in 2026
Companies mentioned：Stratistics Market Research Consulting、GII Research
A completely new game of “inheritance” and “evolution” for all JRPG fans: ETERNAL ANIMA launches Thursday, March 4, 2027; conversation video featuring director Katsuhisa Higuchi and Hironobu Sakaguchi released
Summary not yet available
Facts
- Scheduled for release Thursday, March 4, 2027
- ¥7,678, tax included (physical edition/download)
- ¥8,778, tax included
- Original2027年3月5日（金）AM3:00発売予定
Companies mentioned：株式会社マーベラス、ミストウォーカー、任天堂、株式会社ソニー・インタラクティブエンタテインメント、Valve Corporation、Marvelous USA
Anytime, anywhere, let’s go on a hunt! Monster Hunter Wilds is coming to Nintendo Switch 2 on Friday, December 4! Pre-orders now open on the Nintendo eShop!
カプコン announced that Monster Hunter Wilds will launch on Nintendo Switch 2 on Dec. 4, 2026. Pre-orders have opened on the Nintendo eShop, with an early-purchase bonus also available.
Companies mentioned：カプコン、任天堂、スクウェア・エニックス
Global digital credential management market projected to grow to US$7.5 billion by 2034, with a CAGR of 12.7%
According to a study by Stratistics MRC, the digital credential management market will reach US$7.5 billion by 2034, growing at a CAGR of 12.7%. The main driver is the digitization of credential management in education and business.
Mega Man: Dual Override launches in spring 2027! Gameplay footage featuring Proto Man also revealed!
カプコン announced that Mega Man: Dual Override will launch in spring 2027, and revealed gameplay footage featuring Proto Man, amiibo, and a playable demo at Tokyo Game Show 2026. The long-awaited new title brings popular characters from the series back with new combat styles.
Companies mentioned：任天堂
OriginalUravation代表 佐藤傑の新刊『AI分身仕事術』、11月19日にSBクリエイティブより発売。自分の仕事の型を覚えた〈AI分身〉を10分で作り、メール返信から日常業務まで任せる方法を1冊に
Summary not yet available
Facts
- Price: ¥2,200 (tax included)
- More than 4,000 cumulative training participants
- More than 100 client companies
Companies mentioned：株式会社Uravation、SBクリエイティブ株式会社、Amazon
[DMM Books] Enjoy classics at great prices this fall! Featured titles will earn 70% points back on a rotating daily basis! The “DMM Books Classics Sale” starts Thursday, Sept. 10
DMM Books will hold its “Classics Sale” for one week starting Sept. 10, 2026. The promotion will offer 70% points back on popular titles and discount coupons, boosting sales ahead of the fall increase in reading demand.
A 30th-anniversary title for Hoshin Engi: Roguelite action game Hoshin Engi: Gyakumei Shōten, featuring a protagonist drawn by Ryu Fujisaki, set for release in 2027!
集英社ゲームズ announced that it will release Hoshin Engi: Gyakumei Shōten in 2027 to mark the 30th anniversary of the Hoshin Engi manga. The roguelite action game features a new protagonist drawn by Ryu Fujisaki. The eagerly awaited new title carries forward the world of the original while taking it in a new direction.
Companies mentioned：株式会社集英社ゲームズ、ラストワンダー、Nintendo、Sony Interactive Entertainment、Valve Corporation
Credit cards have no visible numbers, so why is it okay for My Number cards to show everything? Made in Tsubame-Sanjo, Niigata Prefecture: a pure titanium “My Number Card Case” that shields personal information, now available for presale on Makuake!
GENSEI has launched FORTRESS TITAN, a pure titanium My Number card case made in Tsubame-Sanjo, Niigata Prefecture, on Makuake. Its key feature is a full-shield design focused on protecting personal information.
[Reprinted immediately after launch!] “The middle-aged adventurer who devoted himself to supporting his companions so they could grow stronger was banished and built the ultimate guild of his own ~With the [Sharing] skill, he can control his stats as he pleases! It’s too late to realize the benefits now!~ 1”
Kill Time Communication’s isekai manga “The middle-aged adventurer who devoted himself to supporting his companions…” has been approved for reprinting immediately after its release, reflecting strong reader interest.
写真工房ぱれっと/Palette+puls launches new prices! A new studio experience unlike any before
写真工房ぱれっと has introduced new prices and plans across all photography categories. It aims to meet the needs of the social media generation with a high-quality, flexible experience.
Companies mentioned：JILL STUART、ISAMU MORITA
The journey leading to the latest installment in the series: 3 titles, Resident Evil RE:2, Resident Evil RE:3, and Resident Evil RE:4, are coming to Nintendo Switch 2!
カプコン announced that the remakes Resident Evil RE:2, RE:3, and RE:4 will be released for Nintendo Switch 2 sequentially starting in 2026. The titles offer high-quality re-creations powered by RE ENGINE and deluxe editions, bringing together the experience of the entire series.
[New visuals unveiled] Free-spirited, powerful Shichi-Go-San location photography set against blue skies and greenery | Palette+plus Sapporo Nishioka
写真工房ぱれっと札幌西岡店 has announced a new Shichi-Go-San location photography experience set at Gokoku Shrine in summer. It offers a free-spirited, photogenic experience for families of the social media generation.
Actress Rino Oshima, a former Miss Magazine contestant, to release her long-awaited 1st photo book on Wednesday, Nov. 4! Release events also planned!
Summary not yet available
Facts
- Price: ¥3,740 (tax included)
- Specifications: A4 standard size / 112 pages
Companies mentioned：講談社、ミスマガジン、TBS、蔦屋書店
Essential’s new commercial, “So Silky-Smooth! Essential! (Everyday, Kachūsha),” to premiere on Sept. 10
Kao’s haircare brand Essential has announced a new commercial and product refresh to mark its 50th anniversary. The move aims to strengthen its appeal to Gen Z.
Ensemble Stars!!: UNDEAD’s new song “RAMBLING MOON” and Subaru Akehoshi’s “熱視線DAZZLING☆” to be released worldwide simultaneously starting Thursday, Sept. 10!
Frontier Works will begin worldwide simultaneous streaming of new songs by UNDEAD and Subaru Akehoshi from “Ensemble Stars!!” on September 10, 2026. The music release is attracting attention as an expansion of the popular franchise.
Global advanced thermal protection systems market projected to grow to US$12.8 billion by 2034, with a CAGR of 7.8%
According to a study by Stratistics MRC, the advanced thermal protection systems market will reach US$12.8 billion by 2034, growing at a CAGR of 7.8%. This growth is driven by rising demand for reusable spacecraft and hypersonic technologies, making the market important to the aerospace and defense industries.
“Fatal Fury: City of the Wolves” coming to Nintendo Switch 2! Mai Shiranui’s alternate costume will be offered as a preorder bonus!
SNK will release “Fatal Fury: City of the Wolves” for Nintendo Switch™ 2 in 2026. A limited costume for popular character Mai Shiranui will be offered as a preorder bonus, helping the series reach an even wider audience.
Companies mentioned：Nintendo、CAPCOM
Tokyo Revengers joins “Fatal Fury: City of the Wolves”! Collaboration teaser trailer released
SNK will add Mikey and Draken from the popular anime “Tokyo Revengers” as DLC characters in the fighting game “Fatal Fury: City of the Wolves” in 2026. The long-awaited collaboration is generating considerable buzz among fans.
Companies mentioned：SNK、Disney+
“The future of deodorization lies in sealing walls”: New technology “Sealing Liquid,” developed at specialized cleaning sites, enters full-scale rollout
Summary not yet available
Facts
- Patent application 2026-069426
- Below the measurement limit (0.125 ppm)
- 10–30 ppm remain
- Antiviral activity value: 4.1
- 0.30 seconds
- 3.2 seconds
Companies mentioned：ケシサルJapan株式会社、株式会社カワイコーポレーション、日本食品分析センター、大阪産業技術研究所、ボーケン品質評価機構
The legendary adventure game “The Portopia Serial Murder Case” is reborn! “The Sequel to The Portopia Serial Murder Case: Burial of Oblivion,” based on an original story by Yuji Horii, who also serves as executive producer, set for release in 2027!
Summary not yet available
Facts
- Original2026年9月17日(木)～21日(月)
- More than 30 songs
Companies mentioned：株式会社ジー・モード、エニックス、スクウェア・エニックス、ORION PROJECT、room6、ゲームスタジオ、データイースト、G-MODE
[Kinki District Council] “Voter Forum” featuring Hiroshige Seko, Kosei Ozora, Hisatoshi Furuichi and high school students to be held on September 13: Turning young people’s passion into a force for social change
Summary not yet available
Facts
- Sept. 13, 2026
- 90 minutes
Companies mentioned：公益社団法人日本青年会議所 近畿地区協議会、大阪つくば開成高校、豊中高校、北野高校、近畿大学附属新宮高等学校
Taiwan | 風傳媒（18）
When parents outlive their child, why do they still have a coffin made? The real meaning behind this Taiwanese funeral custom is not what you think.
Summary not yet available
Companies mentioned：徐福全、澎湖縣湖西鄉公所
Will Chinese-language viewing still be available at Apple's 2026 launch event? It begins at 1 a.m. in Taiwan: 5 major rumors about the iPhone 18 Pro and foldable iPhone
Summary not yet available
Facts
- Prices could also top $2,000.
- U.S. time: Sept. 9, 2026, at 10:00 a.m. (PT)
- Taiwan time: Sept. 10, 2026, at 1:00 a.m.
Companies mentioned：蘋果、Apple、Macworld、YouTube、Apple TV
Original井柏然張凌赫都輸了！2026陸劇「行走荷爾蒙天花板」TOP10冠軍是他：渾然天成熟男感、網讚帥到發瘋
Summary not yet available
Facts
- No. 10 among the most masculine male characters in mainland Chinese dramas: 何與 in 《百花殺》
- No. 9 among the most masculine male characters in mainland Chinese dramas: 蔣奇明 in 《重器》
- No. 8 among the most masculine male characters in mainland Chinese dramas: 張凌赫 in 《這一秒過火》
- No. 7 among the most masculine male characters in mainland Chinese dramas: 歐豪 in 《醒來》
- No. 6 among the most masculine male characters in mainland Chinese dramas: 宋威龍 in 《野狗骨頭》
- No. 5 among the most masculine male characters in mainland Chinese dramas: 陳坤 in 《金色》
- No. 4 among the most masculine male characters in mainland Chinese dramas: 高偉光 in 《金色》
- No. 3 among the most masculine male characters in mainland Chinese dramas: 井柏然 in 《早春晴朗》
- No. 2 among the most masculine male characters in mainland Chinese dramas: 陳偉霆 in 《九門》
- No. 1 among the most masculine male characters in mainland Chinese dramas: 黃景瑜 in 《重器》
Companies mentioned：井柏然、張凌赫、何與、蔣奇明、歐豪、宋威龍、陳坤、高偉光、陳偉霆、黃景瑜
Original台股根本不怕美國升息？專家估「很快5萬點」：台積電1技術狠甩三星、Intel
Summary not yet available
Facts
- Taiwan's stock market is set to surge to 50,000 points soon.
- Original亞馬遜向輝達訂了200萬顆GPU
- OriginalGPU價格落在4到6萬美元
- Original假設1顆GPU價格5萬美元
- 2 million GPUs would cost $100 billion.
- Original輝達市值要衝到10兆美元（約新台幣314兆元）
- Construction requires 400,000 GPUs.
- About $120 billion.
- The average future growth rate for chiplet packaging is 24.8%.
- Monthly capacity is 25,000 wafers.
- It will surge to 70,000 wafers next year.
- Original現在估台積電EPS 140多元
- Earnings could continue to rise next year, potentially pushing EPS to NT$180 or NT$190.
- Semiconductor output used to be about 500.
Companies mentioned：台積電、三星、Intel、輝達、亞馬遜、聯發科、AMD、SEMI
Could the Fed be forced to raise rates in September? Expert says “2 major currencies are appreciating in tandem,” putting immense pressure on U.S. finances.
Summary not yet available
Facts
- Original升息機率50%左右一半一半
- Economic growth rate: 0.8%.
- PPI (Producer Price Index): 7.2.
- Original德國要借款8800億歐元
- Oil prices rise to $100.
- The yield on 30-year U.S. bonds is around 4% or higher.
- Surging to 5.3%.
Companies mentioned：美國聯準會、日本銀行、川普政府、華許、德國
“蔣萬安 doesn't need a DNA test at all!” 沈政男 traces his political career: His older sister looks so much like 蔣經國.
Summary not yet available
Facts
- Seeking reelection in the 2026 election.
- Elected president in 2032.
- Original7月那次5成多
- Original2月那次2成多
- He took the exam 3 times.
- He would beat 民進黨 candidate 沈伯洋 by at least 20%.
- 2028 presidential election.
Companies mentioned：台北市、政大、加州律師、親民黨、民進黨、北歐
Delivery workers have their pay docked for being 5 minutes late? Labor Ministry warns that “foodpanda is already breaking the law”; company responds.
Summary not yet available
Facts
- Costs have risen 32% since the special act took effect.
- A fine of NT$20,000 or more.
- Fines of up to NT$100,000
Companies mentioned：foodpanda、Uber Eats、Grab
The Strait of Hormuz remains tense! Iran establishes a new maritime control zone, extending its reach to the Gulf of Oman and the Arabian Sea.
Summary not yet available
Facts
- June 30, 2026.
Companies mentioned：伊朗伊斯蘭革命衛隊、法爾斯通訊社、美聯社、伊朗最高國家安全委員會、國營廣播電視台
Two lives, one shared devotion! I-Shou University's body donors become medical students' “first patients” and mentors.
Summary not yet available
Facts
- 115 academic year body donor dedication and remembrance ceremony.
Companies mentioned：義守大學、義守大學醫學院
Living rooms become exam rooms! 國科會 leads 27 teams to Singapore to showcase smart healthcare.
Summary not yet available
Facts
- A total of 27 teams from domestic medical institutions and smart healthcare companies.
- Sept. 9 to 11.
Companies mentioned：國科會、經濟部、新加坡新保集團、工研院、秀傳醫療體系、臺星醫院、ACE
Preserving the years in tea: Jiujiu Aged Tea seals in its aroma as fine tea mellows with time.
Summary not yet available
Facts
- Original珍藏達40年的台灣武夷
- Original450公克台灣武夷茶
- Original2罐150公克的台灣武夷
- More than 20 tea lovers.
Companies mentioned：茗揚四海茶莊、台灣武夷
Original台中國際動漫博覽會「漫味食光」 9/17-23在台灣大道市政大樓登場
Summary not yet available
Facts
- This year also marks the launch of the inaugural “2026 Taichung Original Short Comic Competition,” which drew 275 entries.
- Since 109, the city has led local governments in launching dedicated comic subsidies, approving grants for 82 outstanding works to date.
Companies mentioned：台中國際動漫博覽會、台灣大道市政大樓、國家漫畫博物館、台灣師範大學、HAQUA、谷本貴義
承億酒店's Papillon ventures into a new collaboration! SISLEY French aesthetics meet Kaohsiung's late-night small plates, with 2 kinds of nights served at a sky-high Fine Dining venue.
Summary not yet available
Facts
- Limited to 30 sets.
- Packages start at NT$9,999.
- Total value of about NT$5,347.
- Dining experience: NT$3,280 per person plus a 10% service charge.
- 40 seats daily, 80 seats in total.
Companies mentioned：承億酒店、Papillon、SISLEY Paris、脂肪肝
蔡明忠 and 張國恩 deliver Tunghai University's first lesson of the school year: Learn to be yourself before becoming someone AI cannot replace.
Summary not yet available
Facts
- More than 3,200 freshmen
- 52 years ago
- Ranked No. 85 globally
- Ranked No. 3 in Taiwan
Companies mentioned：富邦集團、東海大學、台灣大哥大、momo電商、THE
The stronger AI gets, the less you can outsource your thinking: Chang Gung president 湯明哲 tells new students, “Your answers must be better than ChatGPT's.”
Summary not yet available
Facts
- 80 students admitted in the first cohort.
- A total of 170 people applied.
Companies mentioned：長庚大學、ChatGPT
Take your Mid-Autumn barbecue to new heights! 高雄英迪格 teams up with 高餐藍帶 for grilled beef short ribs and flame-seared flatbread.
Summary not yet available
Facts
- Sept. 25.
- 270-degree city views at night.
- Reservations: 07-272-1555.
Companies mentioned：高雄英迪格、高餐藍帶、阿里山英迪格、台北大直英迪格、法國藍帶廚藝學校、Le Cordon Bleu
Helping county residents care for their health: Changhua County launches the nation's largest community education service for 3625 continuous glucose monitoring.
Summary not yet available
Facts
- The nation's largest 3625 continuous glucose monitoring program.
- Program involves 64 primary care clinics
- About NT$2,500 out of pocket.
- A total of 3,600 medical institutions across Taiwan have joined.
- More than 8,600 doctors provide professional services.
- The cumulative number of people enrolled across Taiwan is 670,000.
- About 53,000 people with diabetes have been enrolled.
- CGM equipment worth about NT$2,000 to NT$2,500.
- About 1,600 people have completed installation and health education services.
- Another 2,000 places are available.
Companies mentioned：彰化縣醫師公會、彰化縣政府、衛生福利部國民健康署、衛生福利部中央健康保險署、中華民國醫師公會全國聯合會
Bringing new momentum to agricultural production and business: Taichung farmers visit “Taiwan Smart Agriweek” to see how technology is shaping smart agriculture's latest trends.
Summary not yet available
Taiwan | 中央社 CNA（11）
U.S. records hottest summer on record, raising latest warning about human-caused climate change.
Summary not yet available
Facts
- The average summer temperature across the contiguous United States from June to August was 74.4 degrees Fahrenheit.
- The average summer temperature across the contiguous United States from June to August was 74.4 degrees Fahrenheit (23.6 degrees Celsius).
- That was 0.4 degrees Fahrenheit higher than the previous records set in 1936 and 2021.
- This August was also the hottest August on record since 1895, with an average temperature of 75.6 degrees Fahrenheit.
Companies mentioned：アメリカ国家海洋暨大気総署（NOAA）、法新社
Washington Post: Trump gives aide dubbed the “human printer” a 1.44 million cash gift
Trump’s large cash gift to a White House aide has drawn attention, with the White House saying it conforms to custom and regulations.
Companies mentioned：華盛頓郵報、法新社
US Treasury spends $6 billion buying back long-term bonds, but yields rise instead of falling
The US Treasury announced a $6 billion bond buyback to bolster Treasury prices, but the market reaction was muted and yields climbed. The move is the latest intervention by Treasury Secretary Bessent to try to calm the sell-off in US government debt.
Facts
- The US Treasury announced it would buy back $6 billion in US Treasuries.
- The 10-year Treasury yield rose to 4.85%.
- The buyback was smaller than analysts had expected.
US-Iran conflict flares up again, sending European stocks lower and oil prices higher
US-Iran tensions in the Middle East flared up again, pushing oil above $100 a barrel and sending European stocks broadly lower. Geopolitical risks fueled market concerns about inflation and interest rate hikes, prompting investors to turn cautious.
Youth Volleyball Invitational: Dongshan High School and Fengyuan Commercial High School get off to winning starts
The 2026 Summit Youth Volleyball Invitational got underway in Taipei, with top high school teams from Taiwan and abroad competing. Hosts Dongshan and Fengyuan Commercial High School both won on the opening day.
Norway’s King Harald V laid to rest as ten thousand people line the streets to bid farewell
Norway held a state funeral for King Harald V, with leaders from around the world gathering in Oslo to pay their respects.
Companies mentioned：中央社、法新社、路透社
AI actress Tilly Norwood speaks to US media, says improvisation remains difficult
AI actress Tilly Norwood spoke with CNN about Hollywood’s concerns over AI actors. She acknowledged that improvisation is difficult but stressed that she is meant to be an assistive tool, not a replacement for human actors.
Facts
- Tilly Norwood is an AI-generated “actress” created by Particle6 studio.
- Tilly Norwood admitted in an interview with CNN that she struggles with improvisation.
- Particle6 is producing the film “Misaligned.”
Companies mentioned：Particle6、CNN
Israeli foreign minister: No plans to expel any Gaza residents
Israeli Foreign Minister Saar said in Slovenia on the 9th that Israel had no intention of expelling Gaza residents. The statement reflects Israel’s diplomatic position, while Slovenia is also adjusting its policy by establishing an embassy.
Facts
- Israeli Foreign Minister Saar said Israel has no plans to expel or deport anyone from the Gaza Strip.
- Israel established an embassy in Ljubljana, the capital of Slovenia.
- The news was released on September 9.
US accuses China of distilling AI models; China’s Ministry of Commerce says commercial issues are being politicized
Summary not yet available
Companies mentioned：DeepSeek、月之暗面、Moonshot AI、阿里巴巴、MiniMax、階躍星辰、StepFun
Hsu Chiao-hsin leads 7 KMT lawmakers on US visit to convey opposition’s policy positions
8 Kuomintang lawmakers, led by Hsu Chiao-hsin, departed for a 12-day visit to the United States, where they will visit 4 major cities on the East and West coasts. The trip aims to promote parliamentary diplomacy and communication with the US, as well as hold campaign events among overseas Taiwanese communities.
Cho Jung-tai: Policy implementation relies on coordination between the Presidential Office and the Executive Yuan; grateful for the president’s trust and support
Summary not yet available
Facts
- Taiwan’s economic growth rate is forecast to reach 11.05% this year.
- The minimum wage could also exceed NT$30,000 next year.
- Original人均GDP也有望突破4萬美元
Companies mentioned：中央社、IMD洛桑管理學院
Taiwan | 鉅亨網（11）
AI is starting to translate into real money! 標普500 earnings forecast to surge 32% this year as Wall Street turns bullish again
Summary not yet available
Facts
- Earnings for 標普500 constituents are set to grow 32% this year.
- 巴克萊 also raised its year-end index target from 7,800 to 7,950.
- 86% outperformed analysts’ expectations.
- Earnings estimates for the communications services sector saw the biggest upward revision of any industry, with projected growth this year raised sharply to 51% from 26% at the start of the second quarter.
- 亞馬遜 earnings reached 3 times market expectations.
- That still leaves about 3.6% upside from the most recent closing price.
- The Iran war drove up oil prices, adding about $3.7 billion in profit for 埃克森美孚.
- Orders for industrial and energy technologies doubled from a year earlier, setting a record of $7.1 billion.
- 標普500 has risen 12.1% so far this year.
Companies mentioned：標普500、巴克萊、彭博、LSEG、亞馬遜、Alphabet、EchoStar、Target、沃爾瑪、TJX、Ross Stores、雅詩蘭黛、蘋果、輝達、微軟、埃克森美孚、雪佛龍、貝克休斯、滙豐、瑞銀、高盛、花旗
Yen stages strong rebound! Japan rate hikes could trigger carry-trade unwinding, putting US stocks and AI tech shares on alert
Summary not yet available
Facts
- It briefly rose above 153.
- Original最高報152.89日元兌1美元
- The yen fell below the 160 mark against the dollar last week.
- The yen has gained nearly 4% against the dollar so far in September.
- The yield on 1-year Japanese government bonds is about 1.55%.
- The yield on 1-year US Treasury bills is about 4.12%.
- The difference between the two is about 2.57 percentage points.
- The yen gained 13% against the dollar in just 2 months.
- The dollar has fallen less than 6% against the yen.
Companies mentioned：日本銀行、BOJ、FactSet、Swissquote、Clocktower Group
Original貝森特砸60億美元也壓不住！10年期美債殖利率衝上近3年新高
Summary not yet available
Facts
- The Treasury will buy back $6 billion in long-term government bonds.
- The benchmark 10-year Treasury yield rose more than 3 basis points to 4.839%.
- It had previously climbed to 4.935%.
- The 30-year Treasury yield also rose 3 basis points to 5.292%.
- The 2-year yield rose more than 1 basis point to 4.415%.
- International benchmark Brent crude futures topped $100 a barrel for the first time since late July.
- US West Texas Intermediate (WTI) crude futures rose more than 3% on Wednesday, climbing above $96 a barrel.
- Original一些華爾街人士原先預估回購規模可能達到70億至80億美元
Companies mentioned：貝森特、華爾街、The Boock Report、Peter Boockvar、ADM Investor Services、Marc Ostwald
Original貝森特最高砸60億美元回購長債！規模擴至平時3倍 美債殖利率仍不降反升
Summary not yet available
Facts
- The benchmark 10-year Treasury yield rose to 4.841% at around 11:30 a.m. Eastern time.
- The 20-year yield climbed to 5.314%.
- US government debt tops $40 trillion.
- International oil prices again topped $100 a barrel on Wednesday.
- The US Treasury’s bond issuance this year is up 11.8% from 2025.
- The amount of government debt held by the public rose to $31.8 trillion.
- Up 8.2% year on year
Companies mentioned：貝森特、Wrightson ICAP、杜肯家族辦公室、朱肯米勒
OpenAI deepens strategic partnership with Samsung, targeting next-generation chips and enterprise AI services
OpenAI and 三星電子 are deepening their strategic partnership in next-generation semiconductor development and enterprise AI services. 三星電子 is also drawing attention as a major adopter of ChatGPT, with adoption expanding rapidly in the South Korean market.
Companies mentioned：三星電子、SK海力士、台積電、博通
Investors dump long bonds again! US ETF investors scramble for short- and medium-term debt
Summary not yet available
Facts
- Japan’s 10-year government bond yield topped 3% this month.
- US short-term Treasury ETFs attracted $12.2 billion in inflows.
- Medium-term bond ETFs also drew about $5.7 billion over the same period.
- The recent inflows into short-term bond ETFs amount to more than one-fifth of the $58 billion total inflows so far this year.
- US intermediate core bond ETFs saw net inflows of $54.2 billion.
- Short-term bond ETFs attracted $25.3 billion.
- Long-term bond ETFs, however, saw inflows of only $2.5 billion.
Companies mentioned：LSEG Lipper、Morningstar、聯準會、摩根大通資產管理
摩根士丹利 sees a turnaround in software stocks? AI investment shifts to “cash flow,” and “this company” leads in free cash flow yield
Summary not yet available
Facts
- S&P 500 software stocks have fallen a cumulative 19.6%, weighed down by concerns that AI could replace some software products.
- Over the same period, the S&P 500, including reinvested dividends, rose 10.2%.
- Over the same period, the S&P 500 rose 3.2%.
- For example, analysts surveyed by FactSet estimate that 微軟 will generate $5.56 in free cash flow per share over the next 12 months.
- For example, analysts surveyed by FactSet estimate that 微軟 will generate $5.56 in free cash flow per share over the next 12 months, based on its closing price of $499.70 last Friday (the 4th).
Companies mentioned：摩根士丹利、微軟、甲骨文、Adobe、Crowdstrike、Palantir、雷多斯控股、富達全國資訊服務、數位世代、Intuit、天寶導航、Salesforce、歐特克、參數科技、交易台、Roper科技、Applovin、F5公司、ServiceNow公司、Veeva系統、新思科技、Jack Henry & Associates公司、Cadence設計系統、自動資料處理、Take-Two互動軟體、Palo Alto Networks Inc、數據狗
AI fundamentals and macroeconomic warning signs pull in opposite directions, leaving U.S. tech giants caught in a rare “bull-bear contradiction”
U.S. technology stocks are being pulled in opposite directions by strong AI demand, a positive factor, and macroeconomic headwinds including rising interest rates, a stronger yen and expanding credit risks. They are in an unusual state of “bull-bear conflict.” This dilemma is increasing the risk of a market repricing, with volatility in particular having fallen to dangerous levels.
Companies mentioned：高盛、博通、Google
Global gold ETFs attract $18 billion in August, the second-largest monthly inflow on record
In August, global gold ETFs attracted $18 billion, the second-largest monthly inflow on record, driven mainly by investors in North America and Europe and reflecting increased demand for hedges against macroeconomic risks.
Companies mentioned：世界黃金協會
After the debut of a foldable iPhone priced above $2,000, will 蘋果 shares fall? 美銀 reveals the “60-day rule”
Summary not yet available
Facts
- The starting price could be more than $2,000
- A cumulative gain of 20% within 60 days
- Original估計，蘋果今年下半年將售出約 500 萬支這款新機
- Original2027 年第一季則可望再售出 230 萬支
Companies mentioned：蘋果、美銀、花旗、SK海力士、三星電子、美光科技、輝達、微軟、亞馬遜、Meta平台
Is Warsh really going to raise interest rates? Economists’ consensus to hold steady is rapidly crumbling, with Friday’s CPI report a key factor
Summary not yet available
Facts
- Fed will keep the federal funds rate at 3.50% to 3.75% next week
- U.S. CPI is expected to rise 0.4% month over month in August
- The annual rate is expected to remain at 3.4%
- The 2-year Treasury yield, which is sensitive to interest rates, has risen by about 20 basis points
- The 10-year yield is nearing 5%
- The unemployment rate is expected to remain around 4.1%
Companies mentioned：聯準會、Fed、TD Securities、Jefferies、Santander、川普政府、共和黨
Taiwan | Heho健康（1）
Health Calendar | There is a crack in everything, that’s how the light gets in (Leonard Cohen) - Heho健康
Summary not yet available
Companies mentioned：Heho健康