2026-09-15 15:00–18:00 JST

Intense sell-off! 10-year U.S. Treasury yield tops 5%, hitting a 20-year high

Published 2026-09-15 15:11 ・ Source Taiwan | 鉅亨網

The U.S. 10-year Treasury yield topped 5%, reaching its highest level since 2007. Rising energy prices, inflation concerns and a widening fiscal deficit are behind the move, sending tension through financial markets.

Companies mentioned：BMO Capital Markets、UBS Group AG

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Anthropic Opus 5.2 reportedly begins gray testing! Faster speed and stronger autonomous coding capabilities—is RSI really here?

Published 2026-09-15 15:10 ・ Source Taiwan | 鉅亨網

Anthropic has begun testing its latest Claude model, Opus 5.2. Its processing speed and autonomous programming capabilities have improved, hinting at AI developing AI.

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Ahead of 台灣央行’s board meeting, Lai Cheng-i offers advice: prioritize revising the threshold for high-priced home loans

Published 2026-09-15 15:07 ・ Source Taiwan | 鉅亨網

Ahead of 台灣央行’s board meeting, Lai Cheng-i, honorary chairman of 全國商業總會, recommended raising the threshold for high-priced home loans and moderately easing credit tightening to meet the essential needs of people changing homes, avert cascading risks in the housing market and promote healthy development.

Companies mentioned：全國商業總會、台灣央行

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Nomura Investment Trust’s latest Taiwan stock outlook—[Taiwan Stock Trader’s Notes] After the Fed rate meeting, Vera Rubin takes over as the driver of fundamentals

Published 2026-09-15 15:05 ・ Source Taiwan | 鉅亨網

Nomura Asset Management assessed the slowdown in inflation positively despite the Fed's rate-hike outlook, analyzing that mass production of Vera Rubin chips would revive the underlying momentum in Taiwan stocks. Improved CSP cash flow is also expected toward 2028.

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Even optimists change their tune! Gates warns AI could seriously threaten humanity as tech companies deliberately downplay the risks

Published 2026-09-15 14:58 ・ Source Taiwan | 鉅亨網

Bill Gates warned that AI poses a serious threat. Citing concerns that AI could widen inequality and affect employment, he called for fair access and international cooperation.

Companies mentioned：Microsoft、Google、OpenAI、Anthropic

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Original台股震盪難抓進場點？野村投信解密10年數據：定期定額創新科技ETF有望掌握AI長線趨勢

Published 2026-09-15 14:53 ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

• Starting on any day in September, the RSP weighted index’s average 60-day return reached 4.5%
• For the Taiwan Innovative Technology 50 Index, the average RSP performance also improved to 6.4%
• EPS is projected to grow 73% year over year in 2026
• Taiwan 0.3/0.5, U.S. 0.7/1.6, global 0.8/1.7, Europe 1.1/1.8, China 1.8/0.7
• Original截至2025年12月底，投信基金、境內全權委託與境外基金總代理在台規模共計新台幣9,638億元

Companies mentioned：野村投信、輝達（NVIDIA）、野村臺灣創新科技50 ETF、高盛、晉達、野村基金(愛爾蘭系列)、駿利亨德森系列基金、臺灣指數公司、財團法人中華民國證券櫃檯買賣中心、野村證券投資信託股份有限公司

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Could a Fed rate hike be a policy mistake? Prominent economist warns it could trigger a recession

Published 2026-09-15 14:50 ・ Source Taiwan | 鉅亨網

The Federal Reserve (Fed) is considering a rate hike, but prominent economists including Mark Zandi have warned of the risk of a policy mistake. Concerns about an economic slowdown and rising unemployment have strengthened calls that a hike would be premature.

Companies mentioned：Moody's Analytics、Northern Trust、American Enterprise Institute、Oxford Economics

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Preparing for the year-end peak in cooking oil demand, the Ministry of Economic Affairs steps in! Coordinates with 台糖 to add 500 tons of cooking oil per month to curb price increases

Published 2026-09-15 14:41 ・ Source Taiwan | 鉅亨網

Following the shutdown of 中聯油脂, the Ministry of Economic Affairs instructed 台糖 to increase salad oil production by 500 tons per month. The move aims to stabilize supply and maintain prices, while support for food and restaurant businesses will also be strengthened.

Companies mentioned：中聯油脂、大統益、長輝、台糖、福壽、福懋、泰山

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Original「金九銀十」前哨戰！中國八月70城房價出爐：一線城市中古屋連漲半年 上海新屋年增3%成亮點

Published 2026-09-15 14:40 ・ Source Taiwan | 鉅亨網

中国国家统计局 released August home prices for 70 cities. New-home prices in first-tier cities rose for the first time in half a year, led by Shanghai with an annual gain of 3%. This points to hopes for a market recovery.

Companies mentioned：中国国家统计局

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Samsung memory prices could rise by as much as 40% in Q1 next year; Apple reportedly agrees, putting Android makers under pressure

Published 2026-09-15 14:39 ・ Source Taiwan | 鉅亨網

サムスン電子 is reportedly raising memory prices by up to 40% in the first quarter of 2027, with アップル accepting the increase. Cost pressures are mounting on Android manufacturers, affecting the industry's overall pricing power.

Companies mentioned：アップル、サムスン電子、SKハイニクス、マイクロン、オッポ、ビボ、铠侠

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Is a 5% U.S. Treasury yield really a harbinger of collapse? The key is not the number itself

Published 2026-09-15 14:30 ・ Source Taiwan | 鉅亨網

The U.S. 10-year Treasury yield briefly reached 5%, but experts say the speed and reasons for the rise matter more than the figure itself. The impact on the economy depends on the underlying circumstances.

Companies mentioned：ING、Deutsche Bank、Columbia Threadneedle Investments、Capital Economics

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〈Stocks in Focus〉European investors upbeat on aerospace and optical communications outlook; Win Semiconductors rises more than 7% intraday against the trend

Published 2026-09-15 14:25 ・ Source Taiwan | 鉅亨網

European investors see growth potential for Win Semiconductors in the aerospace and optical communications markets and reiterated a positive view, driving the stock up more than 7% intraday. Its optical products are benefiting from a surge in AI demand, with volume growth expected to continue in 2027.

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Will humans stop using the internet? AI agents could generate 1000 times more internet traffic than humans in 5 years; Musk bets on Starlink to capture the machine era

Published 2026-09-15 14:20 ・ Source Taiwan | 鉅亨網

Internet traffic generated by AI agents and robots could surpass human-generated traffic and reach 1,000 times its current level in 5 years. Starlink is drawing attention as infrastructure prepared for communications demand in this machine age.

Companies mentioned：SpaceX、Cloudflare、Tesla

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FamilyMart partners with Taishin Bank to launch a co-branded card for the first time in more than 10 years, with initial issuance projected at up to 100,000 cards

Published 2026-09-15 14:16 ・ Source Taiwan | 鉅亨網

FamilyMart and 台新銀行 have partnered to launch the “FamilyMart Richart Co-branded Card,” their first such collaboration in more than 10 years. They are targeting 100,000 cards issued in the first year and integrating their points systems to enhance member value.

Companies mentioned：台新銀行

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Materials-KY’s operating momentum is recovering; special shareholders’ meeting today to consider raising authorized capital to 2 billion yuan

Published 2026-09-15 14:15 ・ Source Taiwan | 鉅亨網

Original材料-KYの営業状態が回復傾向にあり、2026年上期純益は18.31億元。株主臨時会で資本金を10億から20億円に増額した。これは将来の資金調達や事業拡大への布石であり、投資家にとって重要なシグナル。

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Hawkish calls for rate hikes leave “no way back”! Fed mouthpiece: central bank independence and Trump’s confidence face a test

Published 2026-09-15 14:10 ・ Source Taiwan | 鉅亨網

Summary not yet available

Facts

• The odds of related bets once rose to about 90%
• This rate meeting is only about 7 weeks before the U.S. midterm elections

Companies mentioned：美國聯準會、Fed、華爾街日報、白宮、美國企業研究院

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Huang Renxun slams “AI doomsday theory” as lacking scientific basis, says RSI is not “out-of-control black magic”! Trump backs him: AI is the oil of the next 20 to 25 years

Published 2026-09-15 13:10 ・ Source Taiwan | 鉅亨網

Nvidia CEO Huang Renxun strongly criticized AI doomsday theories as lacking scientific basis at All-In Summit 2026, stressing that RSI is controllable. He also received a call of support from Trump, who called AI “the oil of the next 20 to 25 years.” The remarks underscore a consensus between the technology sector and policymakers on AI development.

Companies mentioned：Anthropic、Hugging Face、Blackstone、Goldman Sachs

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1 new imported case of “knowlesi malaria”! 疾管署: Key steps to prevent malaria - Heho健康

Published 2026-09-15 15:22 ・ Source Taiwan | Heho健康

Summary not yet available

Facts

• 1 new imported case of knowlesi malaria
• A Taiwanese woman in her 50s
• Since 2005

Companies mentioned：疾管署、Heho健康

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Original流感及新冠疫情仍處流行期！疾管署籲：落實自我防護措施、留意重症徵兆 - Heho健康

Published 2026-09-15 15:10 ・ Source Taiwan | Heho健康

Summary not yet available

Facts

• 136,796 visits
• 16.5%
• 92 cases
• 21 cases

Companies mentioned：疾管署

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Joyful Honda Co., Ltd.: Securities Report—51st Fiscal Year (2025/06/21–2026/06/20)

Published 2026-09-15 15:00 ・ Source Japan | EDINET 金融庁開示

Joyful Honda Co., Ltd. has filed its securities report for the 51st fiscal year, disclosing financial figures including sales of ¥132.8 billion and operating profit of ¥8.7 billion.

Companies mentioned：株式会社日本カストディ銀行

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2026 Future Tech Pavilion opens 9/17; National Science and Technology Council brings together 173 research achievements - Global Bio & Investment Monthly

Published 2026-09-15 01:00 ・ Source Taiwan | 環球生技月刊

Summary not yet available

Facts

• 173 research achievements
• 7 major application fields
• 50 academic and research institutions, medical institutions and companies

Companies mentioned：國家科學及技術委員會、中央研究院、教育部、衛生福利部、運動部

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[Meeting Update] 14th-term, 8th Standing Board Meeting to Be Held

Published 2026-09-15 01:00 ・ Source Taiwan | 中華民國醫師公會全國聯合會

Summary not yet available

Facts

• 14th
• 8th meeting
• 115
• September
• 10th

Companies mentioned：中華民國醫師公會全國聯合會

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