Most of the core team remains! Roster for the 高市內閣’s 2nd reshuffle announced; Chief Cabinet Secretary 林芳正 steps down
Summary not yet available
Facts
- Cabinet of 18 ministers
- 10 people replaced
- 8 people retained
Companies mentioned：高市內閣、自民黨、日本維新會
2026-09-17 15:00–18:00 JST
268 received, 268 listed, 5 sources ・ Page 3 of 3
One place for news and notices from 2 countries/regions: Taiwan, 264 items from 4 sources; Japan, 4 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 風傳媒 (continued)（56）
Skip NET and UNIQLO for clothes! Savvy shoppers recommend 1 brand instead: “Lots of styles, good quality and durable”—buying a bagful won’t hurt your wallet
Summary not yet available
Facts
- The final bill came to more than 4,000
- Original我差點在思夢樂刷下四千九的聯名橫須賀外套
- On sale for about NT$100–200 each
- I think it’s cheaper than a regular dog mat; the best part is how soft it is—she loves lying on it
- In Seoul’s 1-degree weather, I wasn’t cold at all; I even worked up a sweat
Companies mentioned：UNIQLO、NET、思夢樂、迪士尼、大聯盟、三麗鷗、吉伊卡哇、蠟筆小新、新世紀福音戰士、卡娜赫拉、Scovill、迪索奈爾、緣投阿尚
The woman even Cixi feared! Guangxu’s beloved Consort Zhen was thrown into a well—she had crossed this red line; the truth about power struggles in the 清宮 that textbooks never mentioned
Summary not yet available
Facts
- Consort Zhen was just 24 years old
- A concubine in the 清宮 received an annual allowance of 300 taels of silver
- In 1900, the 八國聯軍 advanced on Beijing
Companies mentioned：清宮、八國聯軍
After years of burial, is there really nothing but bones when a grave is opened? A guide to the proper process of exhumation
Summary not yet available
Companies mentioned：宜蘭縣立殯葬管理所、新北市政府、雲林縣斗六市殯葬管理所、國立臺灣歷史博物館、國家文化記憶庫、德州州立大學
Bringing sport and fashion together! J.LINDEBERG teams up with internationally award-winning photographer Lai Hongzhou for the “Impressions of Stockholm” photography exhibition
Summary not yet available
Facts
- Since J.LINDEBERG was founded in Stockholm in 1996
Companies mentioned：J.LINDEBERG、瑞典駐臺代表
Should you use hazard lights or a turn signal when parking on the roadside? 交通部 reveals the correct procedure: “Violators are fined NT$3,600 on the spot”—many drivers only find out when they get a ticket
Summary not yet available
Facts
- Fines of NT$1,200 to NT$3,600
- A fine of up to NT$6,000
Companies mentioned：交通部、Threads、竹南鎮公所
Xi Jinping to meet Trump in the U.S. next week! 比亞迪 founder reportedly joining him as Beijing continues to seek entry to the U.S. auto market
Summary not yet available
Facts
- The United States currently imposes punitive tariffs of up to 100% on electric vehicles (EVs) made in China
- It would irreversibly affect 1.2 million Michigan jobs directly or indirectly tied to the auto industry
Companies mentioned：比亞迪、BYD、王傳福、五角大廈、馬斯克、庫克、黃仁勳、輝達、Nvidia、阿里巴巴、馬雲、騰訊、馬化騰、福斯新聞、Fox News、福特汽車、Ford、吉姆·法利、Jim Farley
Are investors ready for a 聯準會 more hawkish than it has been in the past 40 years? 瑞銀 explains why 華許 is “really different”
Summary not yet available
Facts
- Raised the federal funds target range to 3.75% to 4%
- The median federal funds rate projection is 4.1% at the end of 2026
- Remains at 4.1% in 2027
- Falls to 3.9% in 2028
- Falls again to 3.6% in 2029
- The median long-run federal funds rate was raised from 3.1% to 3.2%
Companies mentioned：瑞銀、聯準會、Fed、華許、Jonathan Pingle、Jackson Hole、SEP、FOMC
聯準會 raises rates for the first time in 3 years; 統一期貨’s 廖恩平: Start of a new rate-hiking cycle, with long-term yields unlikely to fall
Summary not yet available
Facts
- A 1 quarter-point rate hike
- 3.75% to 4.00%
- July PCE rose 3.7% year over year
- An effective federal funds rate of about 3.63%
- Crude oil briefly approached $109 a barrel
- The median year-end interest rate forecast is 4.1%
- The 2-year yield rose to 4.74%
- The 10-year yield edged up to 5.01%
- The 30-year yield fell back to 5.35%
- The dollar index rose to 100.31
- Original美國聯邦政府總債務已超過 40 兆美元
- The deficit remains close to 6% of GDP
- Original10 月 28 日會議再升息 1 碼的機率為 49.8%
- The odds of no change are 50.2%
- The combined odds that the market expects interest rates to be higher than their current level are 88.7%
Companies mentioned：美國聯準會、統一期貨、CME 芝商所
謝典霖's family implicated in more than just vote-buying! Prosecutors found that “even the banquet was paid for with public funds”: public money allegedly misappropriated under multiple pretexts
Summary not yet available
Facts
- Released on bail ranging from NT$30,000 to NT$100,000
- The detention hearing will be held at the district court at 4:30 p.m.
Companies mentioned：國民黨
中石化 surges to limit-up on heavy volume! The case over the land in 京華城 takes a turn: Why did the High Court overturn the seizure order? Is it still a good time to buy?
Summary not yet available
Facts
- Hit the limit-up price of NT$8.96
- A gain of 9.94%
- Trading volume surged to 128,279 lots
- Trading value reached NT$1.134 billion
- Plans to sell land with a floor area ratio of 728%
Companies mentioned：中石化、鼎越開發、京華城公司、台北市政府、台北市政府地政局、台北地檢署、台北地院、高等法院
Earn an extra NT$370,000 a month! 38-year-old serviceman earns more than typical office workers with “1 side hustle” that can be done at home while spending time with the kids
A 38-year-old U.S. Navy employee earns ¥250,000 to ¥347,000 a month from a laundry side business run at home. The work is compatible with raising children and contributes to financial planning for retirement.
Turning battlefield weapons into cheap, mass-produced systems: Former Patriot battalion commander warns the government to consider “this issue” when setting weapons requirements
Zhou Yuping, a former commander of a Patriot missile battalion, pointed to the importance of standardization and modularization as low-cost weapons are mass-produced. He is offering a new perspective on the government's weapons procurement strategy.
Are bodies really “frozen” after being placed in a mortuary freezer? They are not stored like food in a freezer—here’s how funeral homes actually preserve them
After death, bodies are sent to funeral homes for refrigerated storage, usually at temperatures from -5 to 3 degrees Celsius, not deep-frozen. This practice slows decomposition and allows more time for funeral arrangements, and is based on regulations and scientific principles.
竹北 East District market delayed for 4 years! 徐's office accuses 鄭朝方 of “squandering public money”; 吳旭智 slams political deadlock
Summary not yet available
Facts
- Delayed for 4 years
- The project's total budget was raised from NT$380 million to NT$550 million
- The new plan is close to NT$1.4 billion
- How to govern 13 townships and cities in the future
Companies mentioned：徐欣瑩、鄭朝方、吳旭智、何淦銘、新竹縣政府、竹北市公所
Seniors may struggle to use Health Coins on their own! 蘇俊賓 proposes solutions: family accounts to help and anti-fraud measures
Summary not yet available
Facts
- Accumulate 1,000 coins to redeem health products or exercise classes
- Influenza: 51%
- Pneumococcal disease: 36%
- Original新冠肺炎疫苗僅21%
Companies mentioned：健保快易通App
What car is best for retirement? Experts recommend 4 models that are “durable, easy to maintain, reliable and hold their value”: comfortable and easy on long drives
U.S. media outlet GOBankingRates named 4 cars suited to retirement, based on expert opinions. The selections prioritize reliability, comfort and maintenance costs, meeting the practical needs of older adults.
Companies mentioned：GOBankingRates、German Car Depot、Kelley Blue Book、Find By Plate
東吳大學 opens a hybrid physical-virtual learning classroom, combining XR and AI to deepen interdisciplinary teaching and cultivate a new generation of talent with practical skills
Summary not yet available
Facts
- 64 workshops and events
- More than 1,500 attendances in total
Companies mentioned：東吳大學、巨量資料管理學院、佐臻科技、NVIDIA
Original沈伯洋、蔣萬安看好誰當選？台北市長3.6萬人投票結果一面倒，他看好度破5成6
Ahead of the 2026 Taipei mayoral election, an online poll by Yahoo奇摩新聞 showed 蔣萬安 leading 沈伯洋 by a wide margin with 56.4% support, while a telephone poll showed a gap of just 15.4%. The difference highlights how survey methods can affect results and has drawn widespread attention to the race.
Companies mentioned：Yahoo奇摩新聞、壹蘋新聞網、TPOC台灣議題研究中心、TVBS民意調查中心
福原愛's life after her affair with 江宏傑 revealed! She remarries, has a child and returns to Japanese TV, then appears at the Nagoya Asian Games to carry the torch
Former table tennis player Ai Fukuhara resumed activities in Japan after taking part in the torch relay for the 2026 Nagoya Asian Games following her remarriage and childbirth. Her comeback after a divorce controversy has drawn attention.
Inside the international game》With 川習 set to meet again, 蕭美琴 pursues low-profile diplomacy: How can Taiwan find a way forward between the U.S. and China?
Taiwan Vice President Hsiao Bi-khim attended a freedom and democracy forum hosted by the European Parliament, drawing a backlash from China. With a U.S.-China summit approaching, Taiwan's efforts to expand its diplomatic space through Europe are significant.
Died just 1 year after retirement: What happens if you have not received all your labor insurance pension? Family members can claim the difference if 1 condition is met
The article explains the conditions under which survivors can claim the difference on unclaimed labor insurance pension benefits if a person dies 1 year after retirement. If the deceased had labor insurance coverage before January 1, 2009, survivors can choose between a survivors' pension and the difference in old-age benefits.
高虹安 and 盧秀燕 rank at the very bottom in a county and city mayor poll! A doctor suspects this is the reason: They do well in other polls
《天下雜誌》 released a survey of satisfaction with county and city mayors, placing Hsinchu Mayor 高虹安 and Taichung Mayor 盧秀燕 in the bottom 2. A psychiatrist said the scoring system may allow dissatisfaction ratings to drag down overall scores, resulting in low rankings.
Companies mentioned：CommonWealth Magazine、ETtoday、TVBS、新台灣國策智庫
Waiting until 65 to claim a labor insurance pension could cost you! Expert calculates the “best claiming age” for men and women to avoid losing hundreds of thousands in retirement income
Financial writer 王伯達 said the best age to claim a 勞保年金 varies by gender: 61 for men and 64 for women, with an overall average of 63. He advised retirees to plan according to their individual circumstances.
Labor Ministry announces major rule change! From 10/1, “marriage leave increased from 8 days to 14 days” nationwide, including for those already married; see the latest rules
The Ministry of Labor announced an amendment extending marriage leave from 8 days to 14 days, effective nationwide from October 1. The government will fully subsidize wages for the additional 6 days, avoiding costs for companies.
Former Rakuten Girls member Dora announces surprise marriage! She was once embroiled in a “underwear photo taunting the wife” controversy; wedding photos confirm she has tied the knot
Dora (Hong Wei), a former Rakuten Girls cheerleader, announced on social media that she had married a man surnamed Huang. Her fresh start after a past infidelity scandal has drawn attention.
Companies mentioned：楽天桃猿、高雄鋼鐵人、大統集團、大立百貨
Taiwan stocks soar 1,000 points but sell off at the close: Should investors worry about the Fed’s hawkish rate hike? Institutions point to key factors for the market outlook
The U.S. Federal Reserve raised interest rates, but Taiwan's stock market briefly rose by more than 1,000 points. Improvements in corporate earnings and AI-related investment will be key going forward.
Companies mentioned：瀚亞投信、凱基投信、富達、富蘭克林證券投顧
Is it over? Trump confirms “direct contact” with Iran as U.S. media reports White House is drafting a “day after the war” plan
U.S. President Trump confirmed direct contact with Iran, raising hopes of an end to the war. Preparations for postwar scenarios are underway, and talks with Gulf states are also planned.
Which airline in Taiwan makes the most money? The top airline raked in NT$22.8 billion in a single month; passengers praise friendly flight attendants, comfortable seats and tasty meals
Original台灣の航空各社が8月に好業績を記録。長榮航空が単月228.91億円の売上を達成し、乗客の満足度も高い。高需要と貨物輸送が要因。
Companies mentioned：長榮航空、中華航空、星宇航空、台灣虎航
Do you owe no gift tax if you pay your ex-wife NT$10 million in a divorce? Leaving it out of the “divorce agreement” could lead to a very different outcome
If a person pays his ex-wife 10 million yuan in a divorce, gift tax is exempt if the payment is stated in the divorce agreement. If it is not included, a substantial gift tax may be imposed. Tax authorities focus on the nature of the payment.
Companies mentioned：財政部、財政部臺北國稅局、財政部高雄國稅局、財政部北區國稅局
From Texas to London, the anti-AI backlash: Why is the most pro-business state starting to fine data centers?
In the United States and the United Kingdom, local opposition to the construction of AI data centers is beginning to have political effects. The main concerns are consumption of electricity and water resources and environmental impact.
Companies mentioned：Nvidia、SpaceX
Shen Po-yang proposes a "cross-river bicycle bridge" to let cyclists commute to Neihu; Yu Shu-hui blasts the idea as a blunder, saying a bridge was just built nearby
Shen Po-yang, the DPP's Taipei mayoral candidate, proposed building a bicycle bridge across the Keelung River. KMT councilor Yu Shu-hui criticized the proposal as a blunder, saying the nearby "Eye of the Sky" bridge has already been built and questioning the duplication of investment and its benefits.
Taking on the political tide! KMT to launch 5 major regional joint rallies in October; first event in Changhua for decisive battle in central Taiwan
Original国民党が2026年地方選挙に向け、10月17日から5地域での連合造勢を開始。初戦は彰化で、組織力で民進党の「洋流」に対抗する。
Companies mentioned：民進党、風傳媒
Original台股收漲439點站回4萬6！台積電一檔貢獻356點 創意衝6610元改寫新高、PCB族群走低
Taiwan stocks rose 439 points on the 17th to close at 46,288. 台積電 alone contributed 356 points, and 創意 surged to NT$6,610, a record high, while PCB stocks fell broadly amid rumors of CPO downgrades. The market was significantly affected by the Fed's rate decision and company-specific news.
Companies mentioned：台積電、聯發科、創意、華邦電、英飛凌、中石化、聯茂、台光電、台燿、南亞科、旺宏
Why would the Fed dare to raise rates despite Trump's strong objections? Shih Chun-chi sees a hint in Warsh's 1 move: investment could be completely choked off
The U.S. Federal Reserve raised interest rates, signaling that it was prioritizing inflation control. Shih Chun-chi warned that uncertainty could bring investment to a halt.
Companies mentioned：風傳媒
Explainer》Harsh terms! China's academic community reaches 12 points of consensus on a "Taiwan plan": Taiwan's leader directly elected, but PLA troops stationed on the island; worst-case scenario is military rule
Academics in mainland China announced 12 points of consensus on a "one country, two systems" plan for Taiwan. They said Taiwan could directly elect its chief executive, but insisted that the People's Liberation Army be stationed there and Taiwan's military be disbanded. In the event of non-peaceful unification, they would impose 3–5 years of quasi-military rule.
Offering no support and only emphasizing the need to reopen the Strait of Hormuz, Wang Yi urgently meets Iran's foreign minister in Beijing: What is China planning?
Chinese Foreign Minister Wang Yi met with Iran's foreign minister and called for the early reopening of the Strait of Hormuz and the revival of a U.S.-Iran agreement. Beijing's stance is growing more urgent, with regional stability a priority.
Are taxi fares about to rise? How do metered cab and Uber rates compare? Union reveals drivers' backbreaking costs: commissions alone take 25%
At a meeting with the New Taipei City Transportation Department, the Taipei City Automobile Drivers' Occupational Union called for an increase in taxi fares and a ban on platforms taking commissions on tips and cancellation fees, emphasizing that costs have risen sharply. This is an important move to protect the value of drivers' labor.
Companies mentioned：Uber
Cathay United Bank expects the Fed to raise rates by 1 notch again in December; stronger U.S. dollar, stock market prone to volatility
國泰世華銀行 forecast that the Fed will raise rates by 1 notch again in December, citing the strength of the U.S. economy and persistent inflationary pressures. The move would support a stronger dollar and lead to stock market volatility.
Companies mentioned：國泰世華銀行
Sports Ministry announces more payouts! Starting 9/29, meet 1 condition to receive 500 yuan per person; applications open nationwide, with registration dates and rules explained
The Sports Administration announced the "Sweat and Rewards—Keep Moving" campaign, which will run for 10 weeks from September 29, 2026, to December 6. Those who exercise for at least 9 weeks cumulatively will be eligible for a lottery for 50,000 sports coins worth NT$500 each. The campaign is open to everyone nationwide, and existing users can continue to participate.
Tianyi Group responds to charges in the Baodao Aurora case, saying it will review the context behind corporate decisions and defend itself in court, and urges respect for the presumption of innocence
Tianyi Group responded to the indictment of its former head in the Baodao Aurora case, saying it respects the judicial process and the presumption of innocence. It denied that its decisions were made with unlawful intent and urged the media not to prejudge the outcome of the trial.
Companies mentioned：宝島極光
Prosecutors search Hsieh Tien-lin's family home and seek detention; KMT questions move, saying justice must not become a political weapon
Changhua County Council Speaker Hsieh Tien-lin and his family were subject to a prosecutorial search and a request for their detention. The Kuomintang pointed to the possibility of a politically motivated investigation and stressed the need for judicial impartiality.
Kaohsiung farm and seafood products make their way into Hanshin Arena! Spend 3,000 and get 300 to boost sales as rural brands seek new department-store channels
The Kaohsiung Farm and Seafood Market was held at Hanshin Arena, drawing large numbers of residents. It showcased products reflecting Kaohsiung's rural character and offered consumer deals to help rural brands enter department-store channels.
Companies mentioned：高雄市政府農業局、志斌豆瓣醬、品芯食品、亞耕酒業、純新Milk17
Puppet theater becomes an emotional classroom! 《PILIGILI奇幻冒險記》 comes to Yunlin on 10/3, helping children learn SEL through play
The Yunlin County Government and 大霹靂國際 have teamed up to present the SEL-themed children's play 《PILIGILI奇幻冒險記》 in Yunlin on October 3. Through puppet-theater characters, the play helps children learn emotional management and interpersonal skills, combining educational and cultural value.
Companies mentioned：大霹靂國際
Taiwan | 鉅亨網（20）
Powered by AI and TikTok! Zhang Yiming's wealth tops $105 billion, making him Asia's richest person; grows about 700% in seven years
Summary not yet available
Facts
- Net worth tops $105 billion
- Surpasses Indian tycoon Gautam Adani, whose wealth is about $104.8 billion
- Mukesh Ambani ranks third with about $8.13 billion
- His wealth was about $13 billion at the time
- ByteDance revenue was about $120 billion in the first half of this year
- Up 30% year over year
- Net profit was about $20 billion
- Starting price: 5,499 yuan
Companies mentioned：字節跳動、抖音、TikTok、豆包、Seedance、印度信實工業、騰訊、阿里巴巴、農夫山泉
Trump: Invitation to 加拿大 is a "hostile act"; considers imposing tariffs on 歐盟
Summary not yet available
Facts
- Impose 50% tariffs on $20 billion worth of imports from 加拿大
- Impose 50% tariffs on $20 billion worth of imports from 加拿大
Companies mentioned：歐盟、加拿大、美國、英國
More than 800 million people in China enjoy AI short dramas; authorities urge greater support for live-action dramas
Summary not yet available
Facts
- The number of micro-drama users nationwide has exceeded 800 million
- Original2025年市場規模突破人民幣千億元
- In the first 8 months of this year, 430,000 micro-dramas were released
- AI dramas accounted for more than nine-tenths of the total
- A total of 68,000 noncompliant micro-dramas were removed across the internet
- Platforms were directed to take action against more than 1,200 noncompliant accounts
Companies mentioned：國家廣播電視總局、國務院新聞辦公室、苔花
Fed rate hike of 1 notch and soaring bond yields: 富坦 recommends a diversified, cross-asset strategy to weather volatility
Summary not yet available
Facts
- 2-year Treasury yield surges past 4.7%
- 10-year Treasury yield also breaks the 5% threshold
- The U.S. 10-year Treasury yield has risen 85.55 basis points so far this year
Companies mentioned：富坦、富蘭克林證券投顧、富蘭克林坦伯頓穩定月收益基金、愛德華‧波克、華許
Bond market hits "maximum pain point"; Wall Street investors say prices are "too cheap" and start snapping up long-term bonds
Summary not yet available
Facts
- Yields on 10-year and 30-year Treasuries both climb to multi-year highs
Companies mentioned：摩根資產管理、JPMorgan Asset Management、JPAM、聯準會、歐洲央行、日本銀行、美國財政部、貝森特
Trump adviser Navarro slams 聯準會 Chair Warsh: Rate hike is a "stupid decision"
Summary not yet available
Facts
- Raise rates by 1 notch (25 basis points)
- Benchmark interest rate raised to a range of 3.75% to 4.00%
- Inflation remains above the 2% target
- Cut interest rates to 1% or lower
Companies mentioned：聯準會、NewsNation、X
Defying rate-hike headwinds! Optical communications stocks Lumentum and Coherent surge; investors bet on real AI orders
Despite a U.S. Federal Reserve rate hike, shares of Lumentum and Coherent, which make optical communications components for AI data centers, rose sharply. Capital is flowing faster into AI infrastructure, where real demand is clear.
Companies mentioned：Lumentum、Coherent、Direxion、PurePlay ETFs、Freedom Capital Markets、Anthropic、Micron
Original華為調整合作模式！股價年跌7成的賽力斯能讓問界順利「單飛」？是利空出盡還是預期落空？
Original華為が賽力斯との問界ブランド運営を一部見直し、賽力斯主導へ移行。これは華為の軽資産戦略と賽力斯の自立への転換点で、市場の再評価を招いている。
Companies mentioned：華為、賽力斯、引望、阿維塔、廣汽、東風、字節跳動、寧德時代
Fed's hawkish rate hike puts heavy pressure on the yen; Bank of Japan faces a "tightrope" test
The U.S. Fed's rate hike has widened the U.S.-Japan interest rate gap, sending the yen down to 156.42. Markets are watching to see whether the Bank of Japan will signal a hawkish stance to stabilize the currency. If policy falls short of expectations, the yen could weaken further past 160.
Companies mentioned：ACCM、SMBC日興証券、青空銀行、花旗集團
Hong Kong Monetary Authority raises base rate in step with Fed; Yu Wai-man: Public should carefully consider and manage interest rate risks
Following the U.S. Federal Reserve's rate hike, the Hong Kong Monetary Authority raised its base rate by 25 basis points. The move is intended to maintain the Hong Kong dollar's exchange-rate system, and residents are urged to manage interest-rate risks.
Companies mentioned：滙豐銀行、中国銀行(香港)、渣打銀行(香港)、嘉信理財香港
愛立信 and 聯發科 break new ground in 5G positioning accuracy, advancing applications in self-driving cars, drones and smart manufacturing
Original愛立信と聯發科が5GネットワークでGNSS RTKの高精度位置測定に世界初の成功。自動運転やスマート工場への応用が加速。
Companies mentioned：愛立信、聯發科
Fed united behind rate hikes to fight inflation; Fidelity experts estimate 3 to 4 more increases, explaining why
The U.S. Federal Reserve unanimously approved a 1 quarter-point rate hike to fight inflation, while its dot plot showed inflation may not return to target until 2029. 富達國際 expects 3 to 4 rate hikes, depending on whether AI capital spending can continue to support the economy.
Companies mentioned：富達國際
Warsh's rate hike despite Trump's pressure highlights Fed policy independence
Fed Governor Waller decided to raise interest rates despite opposition from the Trump administration, putting the central bank's independence back in the spotlight. The decision was described as based on economic data and a show of resistance to political pressure.
Companies mentioned：CNBC
Original〈台股盤後〉台積電、台塑四寶齊發力 上漲439點收復4萬6及月線
Summary not yet available
Facts
- Closed at 46288 points
- Up 439.1 points
- Original成交量擴增至8194.05億元
- 台積電 (2330-TW) rose NT$45
- Closes at NT$2,425
- 聯發科 (2454-TW) fell NT$30
- Closes at NT$4,500
Companies mentioned：台積電、台塑、台塑化、南亞、台化、亞聚、世界、聯電、力積電、欣銓、矽格、超豐、京元電子、聯發科、日月光投控、鴻海、廣達、台達電
Warsh's resolve to fight inflation reassures markets! U.S. stock futures rebound, Treasury yields fall back below 5%; focus shifts to Bank of Japan decision
The U.S. Fed raised interest rates, and Chair Warsh's hard line on inflation temporarily eased tensions in the bond market. The market's attention has shifted to the Bank of Japan's rate decision.
Companies mentioned：Reed Capital Partners、Laffer Tengler Investments、Vantage Global Prime、DWS、大和證券、SLW Investments
Goldman warns trading boom is cooling; fixed-income business weakens and cost pressures rise
Goldman's CEO warned that fixed-income trading is slowing and costs are rising. Despite an active market and strong equity trading, business prospects are diverging, affecting earnings expectations for Wall Street banks.
Companies mentioned：高盛グループ、モルガン・チェース、アメリカン・エキスプレス銀行
Value Investing: Latest Industry Research Report — Kaori (8996-TW): Fuel-cell orders heat up as demand for liquid cooling and self-generated power expands
Original高力科技因應AI資料中心對電力與散熱的需求，燃料電池與液冷業務雙成長，8月營收年增逾112%，並擴產因應。與Bloom Energy及甲骨文的合作是關鍵動能。
Companies mentioned：Bloom Energy、甲骨文、摩爾投顧
Fed raises rates by 1 quarter-point for the first time in 3 years; experts broadly expect more than a single hike
The Federal Reserve raised rates by 1 quarter-point for the first time in three years, demonstrating its resolve to fight inflation. Experts expect more than one hike, with another 2 to 3 possible, and praised the Fed's policy independence.
Companies mentioned：Bryn Mawr Trust、Navy Federal Credit Union、Principal Asset Management、Goldman Sachs Asset Management、Nationwide
Pinglu Canal officially opens to navigation, shortening the route from southwest China to the sea by 560 kilometers
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Companies mentioned：中国工商銀行(アジア)
More staggering than AI investment! Cook spent US$879 billion over 13 years on this
During his 13 years as Apple CEO, Tim Cook directed about $879 billion toward stock buybacks rather than AI investment. This significantly boosted the share price and EPS, becoming a symbol of shareholder returns.
Companies mentioned：Berkshire Hathaway、S&P 500
Japan | EDINET 金融庁開示（4）
[Microwave Chemical Co., Ltd.] Securities Report—19th Fiscal Year (2025/04/01–2026/06/30)
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[株式会社バンダイナムコホールディングス] Corrected Securities Report—21st Fiscal Year (2025/04/01–2026/03/31)
Bandai Namco Holdings filed a corrected securities report for the 21st fiscal year. Consolidated revenue exceeded 1.3 trillion yen, reflecting a stable financial position.
Companies mentioned：株式会社バンダイナムコホールディングス
[Mercari, Inc.] Securities Report—14th Fiscal Year (2025/07/01–2026/06/30)
Mercari filed its securities report for the 14th fiscal year, achieving revenue of 229.293 billion yen and net income of 35.401 billion yen. Its financial soundness and growth potential were highlighted.
[Human Metabolome Technologies, Inc.] Securities Report—23rd Fiscal Year (2025/07/01–2026/06/30)
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