【大豐電】Announcement on the signing of a letter of commitment by subsidiary 新高雄有線電視(股)公司
Original大豐電の子会社が、大大寬頻など2社の経営安定を目的に、10年間の契約不破棄と優先購入権を約束する承諾書を提出。これは企業ガバナンスと長期戦略の強化を示す。
Companies mentioned：大大寬頻股份有限公司、高雄大大新寬頻股份有限公司、台灣數位寬頻有線電視股份有限公司
2026-09-25 06:00–09:00 JST
88 received, 88 listed, 5 sources
One place for news and notices from 2 countries/regions: Taiwan, 85 items from 4 sources; Japan, 3 items from 1 source.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 臺灣證券交易所（39）
【正瀚-創】Company statement on information related to a labor dispute mediation
正瀚生技股份有限公司 announced that a labor dispute with an employee had been settled through mediation. Both parties signed mediation records and agreed to confidentiality, with no material impact on shareholder interests. This is a material announcement disclosed in accordance with the law.
【大豐電】Announcement on the signing of a letter of commitment by subsidiary 台灣數位寬頻有線電視(股)公司
Taiwan數位寬頻, a subsidiary of 大豐電, signed a letter of undertaking with 新高雄有線電視 pledging not to terminate contracts for 10 years, in an effort to ensure the management stability of 大大寬頻 and 高雄大大新寬頻. This is an important step toward strengthening the group’s infrastructure base.
Companies mentioned：台灣數位寬頻有線電視股份有限公司、新高雄有線電視股份有限公司、大大寬頻股份有限公司、高雄大大新寬頻股份有限公司
【建國】Announcement of the board's approval of an appointment to an important operational leadership position
建國工程's board approved the appointment of a new CEO on 115年9月24日. Director 陳宸慶 will take over, effective immediately. This is an important change in senior management.
【玉山金】玉山金控 announces a change in the head of internal audit at subsidiary 玉山投信
玉山金控's subsidiary 玉山投信 appointed Deputy General Manager 施米美 as its new head of internal audit, effective 115年10月1日, strengthening the company's governance structure.
Companies mentioned：玉山投信
【艾姆勒】As the company's securities have reached the criteria for the release of trading information alerts on the centralized market, it is disclosing relevant material financial and operational information to help investors make informed distinctions.
Original艾姆勒（2241）は台湾証券取引所の注意喚起基準に達したため、財務情報を開示しました。売上は増加していますが、利益は大幅な赤字です。
Companies mentioned：台湾証券取引所
【三集瑞-KY】Announcement of corrections to Tables 1 and 2 in the company's consolidated financial statements for the second quarter of 115
三集瑞-KY corrected the limits on loans of funds and endorsements and guarantees in its consolidated financial statements for the second quarter of 2026. The technical adjustment does not affect the main financial statements and demonstrates the company's commitment to financial transparency.
Companies mentioned：Trio Technology Co., Ltd.、三積瑞科技（蘇州）有限公司、東莞德泰利電子有限公司、Trio Electronics (Thailand) Co., Ltd.
【鴻準】Announcement by subsidiary FTC Japan Co., Ltd. of the acquisition of real estate
鴻準 subsidiary FTC Japan acquired land and a building in Ota Ward, Tokyo, for about 1.5 billion yen. The purchase is part of capital investment accompanying business expansion and is expected to strengthen the company’s strategic footing.
Companies mentioned：FTC Japan Co., Ltd.、Tosei Corporation、SK Corporation Co., Ltd.、LCR 國土利用研究所株式會社
【中鼎】Announcement by the company, on behalf of major subsidiary 俊鼎機械廠股份有限公司, of the board resolution to distribute a cash dividend for the second quarter of 115
中鼎 subsidiary 俊鼎機械廠 announced a cash dividend for the second quarter of 2026, returning profits to shareholders.
Companies mentioned：俊鼎機械廠股份有限公司
【泰宗】Announcement of the execution status of the company's share buyback upon expiration of the buyback period
The summary of this item is not shown
【健和興】Correction to endorsement and guarantee information
Original健和興更正子公司背書保證資訊，動支金額更正為144,515仟元。
Companies mentioned：健和興、健和興科技（蘇州）有限公司
【中化生】Announcement of changes to the company's finance, accounting, corporate governance and acting spokesperson positions (correction to the new appointee's résumé)
中化生 announced changes to its finance, accounting and corporate governance heads and acting spokesperson, with 張志瑋 taking over. The board has approved the appointments. The personnel changes strengthen the company's governance structure.
Companies mentioned：台灣圓點奈米技術股份有限公司
Original【力成】公告本公司買回股份之⾦額達新台幣三億元以上
力成科技 announced that its share repurchases had exceeded NT$300 million, with its accumulated shareholding reaching 1.28%. This reflects the company's sound financial position and confidence in its future development.
【天鈺】Announcement by important subsidiary 恆豐有限公司 of the board resolution to distribute a dividend
天鈺 subsidiary 恆豐有限公司 approved a cash dividend of US$3.43 million and paid it on the same day. The move is part of its shareholder returns and signals stable business performance.
Companies mentioned：恆豐有限公司
【中華資安】Change in the company's head of internal audit
中華資安 announced that its head of internal audit, 黃啟銘, had resigned and that an acting appointee would temporarily assume the duties.
Companies mentioned：中華資安
【元大金】元大金控 announces a donation to a related party approved by the board of subsidiary 元大證券
元大金控 subsidiary 元大證券 announced a donation of NT$34.8 million to an affiliated organization, 元大文教基金會. The contribution is an important part of the company’s social responsibility efforts.
Companies mentioned：元大文教基金會
【上海商銀】Announcement of the issuance of NT$3 billion in subordinated financial debentures for the first tranche of 一百一十五年度 (supplementing the announcement dated 114/08/15)
上海商銀 announced the issuance of NT$3 billion in 10-year subordinated financial debentures at an interest rate of 2.70%. The issuance aims to strengthen its capital structure and medium- to long-term funding plans, and is significant for capital management in the financial industry.
【元大金】元大金控 announces a new member of the compensation committee at subsidiary 元大證券
元大金控 announced 吳宗成 as a new member of the compensation committee at subsidiary 元大證券, strengthening governance expertise. The appointment takes effect on 115年9月24日 as part of routine governance arrangements.
Companies mentioned：元大金融控股、元大證券
【聚陽】The company was invited to attend an investor conference hosted by 國票證券
聚陽 will attend an investor conference hosted by 國票證券 on 115年9月29日 to discuss its operational status and business strategy. This is a routine investor relations event that helps improve transparency.
Companies mentioned：國票證券
【聯上發】The company mutually agreed to terminate the joint development contract for the Yushi Section in Wugu District, New Taipei City
聯上發 announced that it had mutually agreed with 永森化工廠 to terminate the joint development contract for the Yushi Section in Wugu District, New Taipei City. The original plan provided for a 58% allocation. The change has no material impact on the company's finances and is a strategic adjustment.
Companies mentioned：永森化工廠股份有限公司
【聯上發】Supplemental information on the issuance of the company's third domestic secured ordinary corporate bonds for 115, announced on 115年5月6日
聯上開發（2537）provided supplemental information on the issuance of its third domestic secured corporate bonds for 115. The issue totals NT$600 million at an interest rate of 2.55%, and the proceeds will be used to repay borrowings and maturing bonds. This reflects a prudent financial management strategy.
Companies mentioned：臺灣土地銀行股份有限公司、合作金庫證券股份有限公司、全國農業金庫股份有限公司
【聯詠】Announcement of the capital increase record date for the company's restricted stock awards
聯詠科技 announced the issuance of 3 million restricted stock awards for employees, with a capital increase record date of 115年9月24日. The measure implements the company's employee incentive policy and is a material announcement with a significant impact on shareholder interests.
【中華化】As the company's securities have reached the criteria for the release of trading information alerts on the centralized market, it is disclosing relevant material financial and operational information to help investors make informed distinctions
The summary of this item is not shown
Companies mentioned：臺灣證券交易所
【中華化】Announcement of the bank handling the collection and custody accounts for the company's second domestic unsecured convertible corporate bonds
中華化（1727）announced information on the collection agent and custody accounts for its second unsecured convertible corporate bonds. The measure is required under securities regulations and may affect shareholder interests.
Companies mentioned：臺灣銀行、台中銀行
【啟碁】Announcement by subsidiary NEWEB VIETNAM CO., LTD. of the construction of real estate on leased land
啓碁 subsidiary NEWEB VIETNAM is building a new factory in Vietnam through a build-to-suit lease arrangement. The contract is worth about 656 million yen. The project will strengthen its Asia strategy by expanding production capacity.
Companies mentioned：LICOGI13FC JOINT STOCK COMPANY、聖暉工程科技責任有限公司
【台新新光金】Announcement by the company, on behalf of subsidiary 台新期貨, of important resolutions passed by the board acting in place of an extraordinary shareholders' meeting
台新新光金 subsidiary 台新期貨 revised procedures for asset disposals, with its board of directors exercising the authority of an extraordinary shareholders’ meeting. The measure is based on Taiwan’s financial governance practices.
Companies mentioned：台新期貨
【敦泰】Announcement of the company's investment in 宏遠安卓樂私募股權投資有限合夥
敦泰 announced an investment of NT$50 million in 宏遠安卓樂私募股權投資有限合夥 as a long-term investment. The move complies with Article 24 of the Taiwan Stock Exchange's material information disclosure rules.
Companies mentioned：宏遠安卓樂私募股權投資有限合夥
【中化生】Announcement of changes to the Company's heads of finance, accounting and corporate governance, and its acting spokesperson
中化生 announced changes to its finance, accounting and corporate governance heads and acting spokesperson, with 張志瑋 taking over. The board approved the appointments on 115年9月24日. The personnel changes reflect management adjustments and are significant for corporate governance transparency.
Companies mentioned：台灣圓點奈米技術股份有限公司
【喬鼎】Addition of an acting spokesperson
喬鼎公司 appointed 余婉玉 as an acting spokesperson, effective 115年9月25日. This is a routine personnel arrangement to strengthen the organization and improve external communications.
【喬鼎】Change in the company's spokesperson
喬鼎公司 spokesperson changes: Chu Hui-ling left due to retirement, and Chen Ruo-han will take over as head of finance, accounting and corporate governance. The personnel change reflects an adjustment to the company’s management and could affect corporate governance and financial operations.
Companies mentioned：喬鼎公司
Original【可寧衛*】本公司受邀參加永豐金證券法⼈說明會
可寧衛* announced that it will take part in an investor conference hosted by 永豐金證券. The event will be held in Taipei on September 29, 2026, with the company set to discuss its business performance and financial position. The event is part of its investor disclosures.
Companies mentioned：永豐金證券
【為升】Invited to attend an online corporate briefing hosted by 康和證券.
為升（2231）will attend an online corporate briefing hosted by 康和證券 on 115年9月29日. The event is expected to help investors better understand the company and is part of routine financial communications.
Companies mentioned：康和證券
【中鋼】Announces unaudited consolidated revenue and pretax profit and loss for August 115年.
中鋼 announced its unaudited consolidated revenue and pretax profit and loss for August 2002. This is a routine financial disclosure that provides information of interest to investors.
【櫻花】Invited to hold an overseas roadshow (NDR) in Singapore.
9911 櫻花公司 will hold an overseas corporate briefing (NDR) in Singapore from 115年9月29日至30日, outlining its operating status and outlook to international investors. The move signals its intention to expand into international markets.
【大台北】Announces details of a corporate briefing.
Taiwan-listed 大台北 will hold an investor conference on Oct. 2, 115, to present its financial and business operating conditions. The event is part of its regular disclosures to investors and complies with market regulations.
Companies mentioned：台湾証券取引所
【榮惠-KY創】Announces that the board of its major subsidiary, 榮惠電子(香港)有限公司, resolved to distribute a cash dividend.
榮惠-KY創 subsidiary 榮惠電子(香港) approved a cash dividend of US$2.3 million, an important measure to return value to shareholders.
Companies mentioned：榮惠電子(香港)有限公司
【沛爾生醫*-創】Announces that the par value of its shares will change from “NT$10” to “NT$0.5”; announcement period: 115年08月06日至115年11月05日.
沛爾生醫*-創 announced that it will reduce the par value of its shares from NT$10 to NT$0.5, effective 115年9月7日. The move aims to improve market liquidity and make trading more convenient for investors.
Original【世紀風電】公告本公司名稱由「世紀離岸風電設備股份有限公司」更名為「世紀能源設備股份有限公司」，公告期間：115年8月26日至115年11月25日。
Taiwan wind power company 世紀風電 (2072) changed its name to “世紀能源設備股份有限公司.” The strategic decision signals an expansion into the broader renewable energy sector.
【國慶科技】Announcement that the company’s name is changing from “三晃股份有限公司” to “國慶科技股份有限公司”；announcement period：115年 July 01 to 115年 September 30.
三晃股份有限公司 officially changed its name to 「國慶科技股份有限公司」 on 民國115年6月29日, while its stock code remains 1721. The move is a rebranding effort and has no material impact on investor rights.
Taiwan | 風傳媒（18）
Jing Yuanzhou’s view: As peaceful unification grows more distant, why discuss a 「one country, two systems Taiwan plan」?
China’s Taiwan Affairs Office called for opinions on a “One Country, Two Systems Taiwan plan,” but the proposal remains far removed from Taiwanese public opinion and political realities, leaving the path to peaceful unification distant. The case highlights how adding detail to the system’s design has failed to build trust.
Has traffic become safer in Taipei? A look at 11 years of traffic fatality data.
An analysis of 11 years of traffic safety data in Taipei was released, revealing changes in the number of fatal crashes. A comparison of the periods under mayors 柯文哲 and 蔣萬安 examines the effectiveness of traffic safety policies.
Companies mentioned：台北市政府警察局、台北市交通局
Lu Wenhao’s view: How has the PLA’s amphibious capability changed over ten years? An initial look at force-building, training and combat readiness.
Summary not yet available
Companies mentioned：中国人民解放军、中国人民解放军海军、中国人民解放军陆军、中国人民解放军海军陆战队
Chen Chaoping’s view: The cries of apes continue along the shores, yet our light boat has passed ten thousand mountains—what status quo must be maintained forever?
According to the 聯合報系 annual survey on cross-strait relations, 53% of residents advocate that Taiwan “maintain the status quo forever,” 32% support independence and 12% support unification. The analysis finds that public opinion appears stable on the surface, but the status quo itself continues to change as tensions across the strait rise, prompting questions about whether polls can accurately reflect the complex situation.
Companies mentioned：聯合報系
Li Qize’s view: Can the AI arms race be stopped?
Summary not yet available
Facts
- About ten thousand agent collaborations.
- About 25 million SIM cards.
- About a hundred drones.
Companies mentioned：OpenAI、Anthropic、Hugging Face、Starlink、Gerbera、Geran、Rassvet
Lin Renbin’s view: The world’s renewed embrace of nuclear power does not mean it is necessarily the answer for Taiwan.
Summary not yet available
Facts
- Global data center electricity consumption is expected to rise from about 485 terawatt-hours in 2025 to about 950 terawatt-hours in 2030.
- The Swedish government has established a national financing framework for new nuclear power, using government loans and two-way contracts for difference to reduce investment risks. The support is capped at about 5000 MW, equivalent to four large reactors.
Companies mentioned：Google、Microsoft、Amazon、三星電子、SK海力士、台電
Hsia Chen’s column: What if the United States does not come? Are you willing to sacrifice yourself for your country?—An old general’s soul-searching question.
Summary not yet available
Facts
- Population: Taiwan, 23 million.
- Mainland China, 1.4 billion.
- GDP: Taiwan, US$750 billion.
- Mainland China, US$18 trillion.
- Defense budget: Taiwan, US$17 billion.
- Mainland China, US$230 billion.
- Active-duty personnel: Taiwan, 180,000.
- Mainland China, 2 million.
Companies mentioned：李翔宙、顧崇廉、李喜明、丹麥、馬政府
Commentary submission: When top Chinese university professors’ monthly pensions are twice Taiwan’s—The national security perspective the government should bring to public-sector pension reform.
The president of Taiwan’s 清華大學 sought a university presidency in the United States, highlighting problems with Taiwan’s public-sector pension reforms. Differences in retirement benefits could contribute to a brain drain from Taiwan.
Companies mentioned：清華大學、夏威夷大學、台積電
Winning numbers announced for the 115年7、8月 Uniform Invoice lottery! The Ministry of Finance boosts prizes, and an expert shares 1 tip to improve your odds.
Summary not yet available
Facts
- NT$10 million special prize.
- NT$2 million grand prize.
- Paid only 22 yuan for delivery.
- Exempt from the 4‰ stamp tax.
- The cloud-invoice-only 「500-yuan prize」.
- 3.85 million groups.
- 4.35 million groups.
- An increase of 500,000 groups per period.
- The total number of cloud-invoice-only prize groups drawn each period will reach 4,466,030.
- The NT$1 million prize among the cloud-invoice-only prizes.
Companies mentioned：Uber Eats、foodpanda、Netflix、YouTube、第一銀行、彰化銀行、全國農業金庫、農(漁)會信用部、信用合作社、財金公司
9/25 Morning news briefing｜Next year’s minimum wage increase confirmed, with review results revealed; Ruifang high school student stabbed in the neck with scissors, resuscitated; Xi-Trump White House meeting ends, with China raising Taiwan.
The minimum wage is expected to rise from 2027 to 30,900 yen per month and 205 yen per hour. A high school student in 瑞芳 was stabbed and suffered cardiopulmonary arrest but survived. The U.S. and Chinese leaders met at the White House, with Taiwan on the agenda.
Commentary submission: Is Kaohsiung City Councilor 郭建盟 right to use a Threads issue as a political weapon?
Kaohsiung City Councilor 郭建盟 claimed on Threads that the WATERBOMB music festival caused 「most attendees」 to develop skin allergies, but health authorities said they had received no related reports. The remarks sparked controversy over inaccurate claims and political maneuvering. The incident highlights the risk of trial by public opinion in the social media era.
Companies mentioned：台灣自來水公司、國泰醫院
Chang Jingwen’s column: Faster AI chips, more congested data—Taiwan’s supply chain faces its next 「speed-of-light war」.
AMD’s market capitalization topping $1 trillion has made clear that the AI chip race is shifting from individual chips to entire “AI factories.” Taiwan’s supply chain is looking to optical interconnect technology for its next growth opportunity.
Companies mentioned：AMD、NVIDIA、Broadcom、Huawei、TSMC、Foxconn、Quanta Computer、Wistron、Inventec
Wang Shunmin’s view: Don’t let formalism kill social work expertise—from 「trust replacing audits」 to an institutional overhaul based on zero trust.
The summary of this item is not shown
Commentary submission: How to win a Taipei election, as seen through polling by 戴立安 and 聯合報.
Summary not yet available
Facts
- 蔣萬安’s support ranged from 38.7% to 44.7%.
- 沈伯洋’s support ranged from 37.5% to 43.5%.
- 沈伯洋’s lead over 蔣萬安 was at most 4.8%.
- 蔣萬安’s lead over 沈伯洋 was at most 7.2%.
- City government satisfaction stood at just 52.4%.
- Dissatisfaction stood at 41.6%.
- Chiang Wan-an is considered only 50% suitable to serve as Taipei mayor
- 38.3% say he is unsuitable
- Despite being a newcomer, Shen Po-yang has 46.2% support for his suitability
- 32.5% say he is unsuitable
- At least 45% of the public support maintaining the status quo permanently
- As high as 57%
- Original盡快獨立與先維持現狀再獨立的
Companies mentioned：聯合報、戴立安
Opinion: In the era of private-school collapse, who will help teachers keep food on the table?
As declining birth rates prompt a succession of private universities to close, the need to protect faculty jobs and support their reemployment has been raised. 全国私立学校産業工会 is urging the government to help them transition into roles that make use of their expertise.
Opinion: From cross-sector collaboration to international coordination—the ongoing institutional development of large-scale earthquake drills for National Disaster Prevention Day
Summary not yet available
Facts
- A magnitude 7.3 earthquake struck the southern section of the Huadong Valley fault system
- Has continuously participated in large-scale earthquake drills for National Disaster Prevention Day since 108年
- 115年 National Disaster Prevention Day large-scale earthquake disaster response mobilization drill
Companies mentioned：世界災害管理聯盟（WADM）
Opinion: After seven years of teacher shortages, where can we find the mugwort needed to cure the problem?
The government is taking steps such as improving compensation to address Taiwan’s 7-year teacher shortage, but its response to structural challenges remains inadequate. The underlying causes need to be addressed, rather than relying on superficial improvements in the figures.
From Chiayi Agriculture and Forestry High School reaching Koshien to Wang Chien-ming making it to the major leagues—Tainan’s baseball fanatics: Excerpt from “Dream of Southern Baseball” (1)
Summary not yet available
Facts
- Traveled to Koshien in Japan in 1931
- Vied for the world championship in 1971
- Won an Olympic bronze medal for Taiwan in 1984
- Play began in 1990
Companies mentioned：大涼汽水公司、統一7-11獅隊
Taiwan | 鉅亨網（15）
Dell executives sell shares aggressively as AI rally accelerates, cashing out $32 million
Dell executives recently sold a combined approximately $31.7 million in shares, drawing market attention. Despite strong performance in the company’s AI business and a sharp rise in its stock price, insider selling has left investors watching for clues about what lies ahead.
Companies mentioned：Dell Technologies
After-hours precious metals: Oil prices rise and Fed rate-hike concerns loom; gold hits a one-week low
Gold prices fell to a 1-week low. Rising oil prices and expectations of Federal Reserve rate hikes pushed interest rates higher, weighing on investment demand for gold.
Companies mentioned：High Ridge Futures、Saxo Bank、CME
Bezos has poured in $32 billion over 25 years, and it’s still not enough? Blue Origin brings in $10 billion in outside funding for the first time
Blue Origin raised $10 billion in external funding for the first time since its founding. Institutional investors joined Bezos, whose cumulative investment totals $32 billion, bringing the company’s valuation to $140 billion. The funding will accelerate space infrastructure development.
Companies mentioned：Amazon、SpaceX、Coatue Management、NASA
Fed hawkish signals fuel global Treasury sell-off; 30-year yield tops 5.5%, hitting a high not seen since 2004
A Fed official signaled the possibility of further rate hikes, sending U.S. Treasury yields sharply higher. The 30-year yield reached its highest level since 2004, with the move spreading to bond markets worldwide. Inflation and geopolitical risks are weighing on markets.
Companies mentioned：CME Group、One Point BFG Wealth Partners、Wealthspire Advisors、Madison Investments
Oracle plunges 3.5%; does ‘force majeure’ notice unsettle AI bulls?
Oracle issued a force majeure notice for its new AI data center, “Project Jupiter,” sending its shares down 3.5%. The impact on the broader AI industry is a concern.
Companies mentioned：Oracle、OpenAI、SoftBank、Blue Owl Capital、NVIDIA、AMD、Micron
Another OpenAI executive move: Former data center chief joins Nvidia as vice president of the DSX platform
Chris Malone, former head of data centers at OpenAI, has been appointed vice president of Nvidia’s DSX platform. The move highlights intensifying competition for infrastructure talent as demand for AI data centers grows.
Companies mentioned：OpenAI、NVIDIA、Oracle、SoftBank Group、Meta Platforms、Alphabet、SB Energy
After hours: Reports of U.S.-Iran talks on a phased end to the war; bond selling pressure persists as the Dow and S&P post a three-session losing streak
U.S. stocks fell Thursday, pressured by rising oil prices and Treasury yields, but reports of U.S.-Iran talks on ending the war in phases helped markets recover some ground. The Dow fell 160 points, the S&P 500 was flat, and the Nasdaq edged higher. Expectations of a Fed rate hike persist, keeping investors cautious.
Companies mentioned：Meta、Alphabet、亞馬遜、蘋果、微軟、AMD、博通、輝達、應用材料、高通、威騰電子、SanDisk、希捷、SK 海力士、美光、台積電、日月光、聯電、中華電信、甲骨文、星巴克
Treasury yields are “at 5%, with 6% in sight”; investors fear the pace of the rise more than how high it will go
The U.S. 10-year Treasury yield surged further after topping 5%, with the pace of its rise emerging as a new market concern. The move is having broad effects on stock and emerging markets and prompting a reallocation of funds.
Companies mentioned：高盛、BlueBay資産管理、摩根大通、Allspring Global Investments、Premier Miton、景順
New York currency market: Dollar hovers near a two-month high as oil rises again and bond sell-off intensifies
The U.S. dollar traded near a 2-month high as oil prices rose again and bond market selling continued, heightening inflation concerns. President Xi Jinping’s visit to the United States affected foreign exchange markets.
Companies mentioned：S&P Global、Interactive Brokers
ChatGPT’s market share falls from 78% to 64%; the next AI battleground is focused on agents
Summary not yet available
Facts
- ChatGPT accounts for about 64% of MAU across major AI apps worldwide
- About 60% in the U.S. market
- Global MAU rose about 70% year over year
- U.S. MAU rose about 49% year over year
- Gemini’s global MAU share rose from 19% to 26%
- In the U.S. market, it rose from 13% to 19%
- Claude’s share of the U.S. market surged from 2% to 9%
- ChatGPT attracted about 55% of new users worldwide
- Gemini attracted about 36%
- In the U.S. market, ChatGPT’s share of new users fell further to about 44%
- Gemini and Claude attracted about 32% and 18%, respectively
- ChatGPT’s global downloads fell 27% year over year in August
- In the U.S., they fell 9% year over year
- Gemini’s global downloads rose 79% year over year
- Claude surged 754%
Companies mentioned：ChatGPT、Google Gemini、Anthropic、Claude、Meta Platforms、Muse、OpenAI、Amazon、Alexa+、摩根大通、Jefferies
After-hours energy: 胡塞武裝 attack Saudi Arabia; oil rises about 3%, while U.S.-Iran talks cap gains
Summary not yet available
Facts
- Brent crude futures rose $3.52, or 3.4%, to close at $106.60 a barrel
- U.S. 美國 West Texas Intermediate (WTI) crude futures rose $2.45, or 2.7%, to close at $94.61
- Both benchmarks were up about 5% at one point during the session
- WTI’s cumulative decline was about 13%
- Can transport about 4 million barrels of crude oil per day
- Equivalent to about 4% of global oil supply
- War-risk insurance rates have risen from less than 1% of a vessel’s value in early July to about 3%
- Insurance quotes can reach as high as 7% of a vessel’s value
- The 6% to 9% required to transit the Strait of Hormuz
- Insurance costs could reach $3 million
- Costs could reach about 700
Companies mentioned：胡塞武裝、沙烏地阿拉伯、美國、伊朗、Heidmar Maritime Holdings、Saudi Reinsurance Company、Dryad Global
Xi-Trump meeting revives “panda diplomacy”: China to send two giant pandas to Atlanta
Chinese President Xi Jinping announced at a meeting with U.S. President Donald Trump that China would send two giant pandas to 亚特兰大动物园 as envoys of friendship between China and the United States. The move continues a “panda diplomacy” tradition spanning more than half a century and is seen as a friendly signal aimed at easing tensions between the two countries.
Companies mentioned：亚特兰大动物园、中国野生动物保护协会
[Yuan Zhifeng column] Hang Seng Index below 25000 offers a long-term buying opportunity
The Hang Seng Index fell below 25000, but stocks still offer long-term investment value. An analyst recommended buying Zhipu (2513), with a target price of HK$700. Continued inflows of southbound funds indicate that mainland investors are optimistic about the outlook for Hong Kong stocks.
Companies mentioned：騰訊、盈富基金、金斯瑞生物、中芯國際、小米、網易、百度、商湯、地平線機器人、華虹宏力、攜程、聯想、比亞迪、蔚來、嗶哩嗶哩、中石油、中海油、新東方、工商銀行、中通快遞、極兔快遞、中華煤氣、華潤電力、萬洲國際、洛陽鉬業、寧德時代、龍湖集團、信達生物、翰森製藥、石藥集團、紫金礦業、老鋪黄金、中國宏橋、信義光能、滙豐、百濟神州、藥明生物、藥明康德、中生製藥、泡泡瑪特、贛鋒鋰業、天齊鋰業、招金礦業、山東黃金、五礦資源、江西銅業、中信証券、中金公司、同程旅行、中國國航、南方航空、綠城中國、德勤
“Not supporting” isn’t enough! Xi asks Trump to explicitly “oppose” Taiwan independence
Chinese President Xi Jinping asked U.S. President Donald Trump at a White House summit to formally “oppose Taiwan independence,” a stronger formulation than “not support.” The wording highlights the priority of the Taiwan issue in U.S.-China relations.
Xi asks Trump to “oppose Taiwan independence,” again invokes the “Thucydides Trap”
Xi Jinping and Donald Trump discussed major issues, including Taiwan and AI regulation. Xi strongly urged opposition to Taiwan independence and warned against the Thucydides Trap. The two countries agreed to extend their trade truce and cooperate on AI.
Companies mentioned：アメリカ政府、中国政府
Taiwan | 中央社 CNA（13）
Original伊朗總統：無意繼續交戰 是否停戰由美國決定
Summary not yet available
Facts
- Less than two weeks
Companies mentioned：福斯新聞、法新社、伊朗、美國、以色列、聯合國、伊朗外交部、川普
Protests continued outside the Xi-Trump summit venue as Xi Jinping arrived at the White House for a state dinner
Summary not yet available
Facts
- Xi Jinping’s motorcade arrived at the White House 20 minutes later than scheduled
- This is Xi Jinping’s first state visit to the United States in 11 years
Original帛琉總統惠恕仁：台灣不可或缺 台海穩定即印太穩定
Summary not yet available
Facts
- Original台灣與吐瓦魯今年建交47週年
Companies mentioned：帛琉、台灣、吐瓦魯、聖克里斯多福暨尼維斯、聖文森及格瑞那丁、聖露西亞、巴拉圭、馬紹爾
Original義大利通過校園禁頭紗令 外籍生限三成、家長學義文
Summary not yet available
Facts
- Fines of up to 1000 euros
- 200 to 1000 euros
- 33 hours per year
Companies mentioned：義大利、梅洛尼
Brazilian presidential election enters final stretch as Lula and former president’s son locked in close polling race
Summary not yet available
Facts
- Lula (Luiz Inácio Lula da Silva) leads with 40% support in the first round of the election
- Flávio Bolsonaro at 38%
- If the race goes to a second round, both candidates have 45% support
- Just 10 days remain before the first-round vote on Oct. 4
Companies mentioned：英國廣播公司（BBC）、英國「經濟學人」（The Economist）、歐盟
Good morning, World》Minimum wage rises for 11th consecutive year; monthly salary set at 30,900 yuan and hourly wage at 205 yuan
Summary not yet available
Facts
- Analysis covers 909.8 square kilometers
- An estimated 2.6116 million workers will benefit
- About 2.1972 million are local workers
- 1.827 million monthly wage earners
- 784,600 hourly wage earners
- Raised by 1400 yuan
Companies mentioned：經濟部地礦中心、勞動部、洪申翰、川普、習近平、美財政部、貝森特、何立峰、台灣證券交易所、經濟合作暨發展組織、OECD、漢翔公司、曹進平、莊秀美、齊立平、巴拉圭、潘尼亞、澳洲聯邦參議院、布羅克曼、台灣女籃、辜泳諺、李智凱、交通部、公路局、氣象署、賴欣國
Xi-Trump summit lavishly staged; US media sees no major breakthrough
Summary not yet available
Facts
- Although the United States and China will extend their trade truce by 2 months
Companies mentioned：紐約時報、美聯社、路透社、華盛頓郵報、中央社
US 30-year mortgage rate tops 7%, highest since Trump returned to the White House
Summary not yet available
Facts
- The average rate on 30-year fixed-rate mortgages in the United States stood at 7.03% as of today
- Significantly higher than 6.30% at the same time last year
- New-home sales rose 6.4% month over month in August
- The annual rate of new-home sales reached 684,000 homes
- Still down 2.0% compared with August 2025
Companies mentioned：Freddie Mac、房地美、美國聯邦準備理事會、Fed、美國商務部
Taitung joins Italy’s global Slow Food gathering; local delicacies tell the story of the land and its culture
Summary not yet available
Facts
- The biennial global Slow Food gathering
- Leading 8 teams to participate
- Taitung has promoted the Slow Food movement for more than 10 years
- Coinciding with the 40th anniversary of the founding of Italy’s Slow Food association
Companies mentioned：台東慢食、義大利台灣商會、旗遇海味、拾事食室、晒日頭、沐森海岸、木犀、蓋亞那工作坊、成功海銀行、烤茶地
UAE bars 伊朗航空公司 flights from entering, in line with US economic pressure measures
Summary not yet available
Facts
- The UAE has been attacked by thousands of Iranian missiles and drones
Companies mentioned：伊朗航空公司、阿拉伯聯合大公國通訊社（WAM）
Netanyahu blasts foes and friends in UN address; Hollywood star arrested after protesting outside
Summary not yet available
Facts
- Israel will hold a general election on Oct. 27
- The Hague-based 國際刑事法院 said in 2024
- The war launched by Israeli and US forces against Iran has continued for nearly 7 months
Companies mentioned：聯合國、國際刑事法院、哈瑪斯、真主黨、蘇雷曼尼、艾爾段
全日空 plane makes emergency landing in Okinawa, injuring 3; passengers flee in panic via slides
Summary not yet available
Facts
- 3 people sustained minor injuries
- 158 passengers and crew members
- After taking off at around 9 p.m. on the 23rd
- Made an emergency landing at 10:05 p.m.
Companies mentioned：全日空、ANA、日本政府國土交通省、國交省、讀賣新聞、富士新聞網、FNN、波音、運輸安全委員會
Investors focus on US-Iran war; most US stocks close lower
Summary not yet available
Facts
- Dow Jones Industrial Average falls 161.61 points, or 0.31%
- The Dow Jones Industrial Average fell 161.61 points, or 0.31%, to close at 51349.98.
- S&P 500 slips 1.90 points, or 0.02%
- The S&P 500 slipped 1.90 points, or 0.02%, to close at 7704.13.
- Nasdaq Composite edges up 3.34 points, or 0.01%
- The Nasdaq Composite rose 3.34 points, or 0.01%, to close at 26939.38.
- Philadelphia Semiconductor Index falls 41.74 points, or 0.33%
- Fee
Companies mentioned：微軟、Meta Platforms
Japan | m3.com（3）
A convenient system for inheritance procedures that reduces the hassle of dealing with government offices and banks
Summary not yet available
5 regional slots, with loans totaling 3660万円 over 6 years…!
Summary not yet available
Companies mentioned：北里大学
[Manga] Is this a trap...? I got a LINE message from a human for the first time in a month
Summary not yet available
Companies mentioned：村田教授と愉快な医局員たち