{
 "edition": "20261001-15",
 "language": "en",
 "period_start": "2026-10-01T15:00:00+09:00",
 "period_end": "2026-10-01T18:00:00+09:00",
 "page": 9,
 "pages": 9,
 "received_in_period": 830,
 "listed_in_period": 830,
 "description": "One place for news and notices from 2 countries/regions: Japan, 648 items from 2 sources; Taiwan, 182 items from 6 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.",
 "countries": [
  {
   "code": "JP",
   "name": "Japan",
   "items": 648,
   "sources": 2
  },
  {
   "code": "TW",
   "name": "Taiwan",
   "items": 182,
   "sources": 6
  }
 ],
 "number_of_items": 30,
 "items": [
  {
   "id": 3136110,
   "anchor": "n3136110",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136110",
   "title": "智邦 Breaks Ground on New Building, Partners with Hsinchu County Government to Boost AI Innovation and Industry Cluster",
   "title_state": "translated",
   "summary": "智邦(2345-TW) held a groundbreaking ceremony for a new building in Industry Zone 2 of the Hsinchu County AI Smart Park, hosted by Chairman Huang Kuo-hsiu. The move marks the park’s development entering a stage of hardware and software integration, with the aim of improving commercial and residential amenities.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Networking equipment maker 智邦(2345-TW) held a groundbreaking ceremony today, the 1st, for a new building in Industry Zone 2 of the Hsinchu County AI Smart Park.",
     "state": "translated",
     "quote": "網通大廠智邦(2345-TW)今1日於新竹縣AI智慧園區隆重舉行產業專用區二新建大樓動土典禮"
    },
    {
     "text": "智邦 Chairman Huang Kuo-hsiu led the team and distinguished guests in a blessing ceremony and groundbreaking.",
     "state": "translated",
     "quote": "由董事長黃國修率領團隊與各界貴賓共同祈福動土"
    },
    {
     "text": "The Hsinchu County government estimates that the AI Smart Park will attract about 4,000 professional jobs once fully operational.",
     "state": "translated",
     "quote": "新竹縣政府預估AI智慧園區在全面營運後，可成功引進約4000名專業就業人口"
    },
    {
     "text": "Once fully operational, the Hsinchu County AI Smart Park is projected to generate annual output value of more than NT$100 billion.",
     "state": "translated",
     "quote": "並創造超過1000億元的年產值規模"
    },
    {
     "text": "The site for 智邦’s new building in Industry Zone 2 covers 2 hectares.",
     "state": "translated",
     "quote": "智邦本次動土的產業專用區二基地土地面積達2公頃"
    },
    {
     "text": "The new building is planned to include a range of amenities, such as dining, financial institutions, offices, educational services and exhibition areas.",
     "state": "translated",
     "quote": "全案規劃導入餐飲、金融機構、辦公室、教育服務以及展示區等多元服務機能"
    },
    {
     "text": "智邦 is helping the Hsinchu County government plan a vision center and related supporting measures.",
     "state": "translated",
     "quote": "智邦亦協助新竹縣政府規劃設置願景館及相關配套措施"
    }
   ],
   "companies": [
    "智邦",
    "智邦(2345-TW)"
   ],
   "published_at": "2026-10-01T15:37:32+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619529",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136111,
   "anchor": "n3136111",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136111",
   "title": "〈台股盤後〉台積電、聯發科尾盤拉抬 上漲413點收最高48353點",
   "title_state": "original",
   "summary": "Taiwan stocks fluctuated higher today, led by heavyweight electronics shares. The TAIEX rose 413.36 points to close at 48,353.49, regaining the 48,000-point level. Passive component stocks performed strongly amid brisk shipments, with 國巨 and 華新科 limit-up; total market turnover reached NT$837.4 billion.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "The TAIEX rose 413.36 points to close at a record 48,353.49.",
     "state": "translated",
     "quote": "加權指數收漲413.36點或0.86%，收最高48353.49點"
    },
    {
     "text": "台積電 rose NT$30, or 1.2%, today to close at a record NT$2,510.",
     "state": "translated",
     "quote": "台積電今日上漲30元或1.2%，收最高2510元"
    },
    {
     "text": "國巨 and 華新科 both hit the limit-up.",
     "state": "translated",
     "quote": "國巨*、華新科雙雙亮燈漲停"
    },
    {
     "text": "Taiwan stock market turnover totaled NT$837.4 billion today.",
     "state": "translated",
     "quote": "成交金額8374億元"
    },
    {
     "text": "Among the two major panel makers, 群創 fell 4%, while 友達 also closed lower.",
     "state": "translated",
     "quote": "面板雙虎群熄火，群創跌4%、友達也收黑"
    }
   ],
   "companies": [
    "台積電",
    "聯發科",
    "台達電",
    "鴻海",
    "日月光投控",
    "聯電",
    "欣興",
    "南電",
    "景碩",
    "國巨",
    "華新科",
    "禾伸堂",
    "越峰",
    "華容",
    "千如",
    "鈞寶",
    "堡達",
    "鈺鎧",
    "今展科",
    "九豪",
    "光頡",
    "鈺邦",
    "天二科技",
    "信驊",
    "川湖",
    "創意",
    "智邦",
    "大立光",
    "印能科技",
    "嘉澤",
    "穎崴",
    "富世達",
    "致茂",
    "高力",
    "金像電",
    "大聯大",
    "文曄",
    "中砂",
    "緯創",
    "聯茂",
    "群創",
    "友達",
    "凱基金",
    "藥華藥",
    "台塑化",
    "台化"
   ],
   "published_at": "2026-10-01T15:36:56+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619520",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136112,
   "anchor": "n3136112",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136112",
   "title": "Green Energy Market Shake-Up: Only 2 Offshore Wind Farms Apply for Phase 3-3; Deputy Minister Lai Chien-hsin Reveals the Reasons",
   "title_state": "translated",
   "summary": "Only 2 applications were submitted by the deadline for the R3.3 offshore wind project selection, reflecting a cautious market response. Vice Economics Minister Lai Chien-hsin acknowledged that inflation and financing conditions had made developers cautious. The government will conduct a rigorous review, aiming to complete the selection by the end of 2026 and ensure grid connections in 2030-2031.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "The application period for the third phase of offshore wind zone development (R3.3) officially closed on the 30th.",
     "state": "translated",
     "quote": "備受市場矚目的離岸風電區塊開發第三期（R3.3）選商受理申請，已於昨（30）日正式截止。"
    },
    {
     "text": "Only 2 development teams submitted applications in person for a total of 2 wind farm projects in the R3.3 selection.",
     "state": "translated",
     "quote": "截至收件時間僅收到 2 家開發團隊、共計 2 個風場案源親自送件申請"
    },
    {
     "text": "Vice Economics Minister Lai Chien-hsin said the goal is to complete the selection and capacity allocation by the end of 2026.",
     "state": "translated",
     "quote": "並於今（2026）年底前完成選商與容量分配"
    },
    {
     "text": "The R3.3 selection aims to secure critical capacity allocations for projects to be completed and connected to the grid between 2030 and 2031.",
     "state": "translated",
     "quote": "本次 R3.3 選商為爭取 2030 年至 2031 年完工併網的關鍵容量分配。"
    },
    {
     "text": "Rising construction costs caused by global inflation and changes in financing conditions are among the factors affecting willingness to bid.",
     "state": "translated",
     "quote": "此外，全球通膨導致建置成本上升與融資環境變化，也讓開發團隊在評估投標策略時採取更為審慎的態度。"
    }
   ],
   "companies": [],
   "published_at": "2026-10-01T15:36:13+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619508",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136113,
   "anchor": "n3136113",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136113",
   "title": "Anthropic validation! China's most powerful model, Zhipu GLM-5.3: Its open-source cybersecurity capabilities are only 4 months behind advanced US models",
   "title_state": "translated",
   "summary": "Anthropic released a security assessment of China's Zhipu GLM-5.3 model on Sept. 29, confirming that it has vulnerability exploitation capabilities approaching those of advanced US models and highlighting risks in the model's safeguards.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Anthropic's frontier red team released a cybersecurity assessment of Zhipu GLM-5.3, saying the model can autonomously build end-to-end exploits and that its overall capabilities lag behind advanced US models by about 4 months.",
     "state": "translated",
     "quote": "美國AI新創公司Anthropic前沿紅隊周二(9月29日)發布對智譜GLM-5.3的網路安全評估報告，稱這款開放權重模型已能自主構建端到端漏洞利用，綜合能力經NIST下屬CAISI獨立評估，落後美國先進模型約4個月"
    },
    {
     "text": "In ExploitBench tests of known Chrome V8 vulnerabilities, GLM-5.3 completed 50 end-to-end exploits in 410 attempts, approaching the 56 achieved by Anthropic's own Claude Mythos Preview.",
     "state": "translated",
     "quote": "報告以ExploitBench測試Chrome V8已知漏洞，GLM-5.3在410次嘗試中完成50次端對端利用，接近Anthropic自家Claude Mythos Preview的56次"
    },
    {
     "text": "Using GLM-5.3, the red team found multiple unknown vulnerabilities in the JavaScript engine of a major browser and linked them into an attack chain capable of reading local files and SSH private keys.",
     "state": "translated",
     "quote": "實戰驗證更具衝擊力。紅隊用GLM-5.3在某主流瀏覽器JavaScript引擎中發現多個未知漏洞，串聯成可讀取本地文件、SSH私鑰的攻擊鏈"
    },
    {
     "text": "The model's safeguards are weak: it rejects direct malicious instructions, but accepts 64% of requests disguised as red-team exercises. Removing its refusal mechanism by modifying the open weights can raise the acceptance rate to 100%.",
     "state": "translated",
     "quote": "報告中還警告護欄薄弱：直接惡意指令會拒絕，但偽裝紅隊演練可64%接單，修改開放權重去除拒絕機制可達100%"
    },
    {
     "text": "About 100 security companies had integrated GLM-5.3 within a month of its release. Regulators are expected to strengthen pre-release red-team testing, vulnerability disclosure and commercial-use reviews.",
     "state": "translated",
     "quote": "GLM-5.3發布一月已有約100家安全企業接入，監管料將強化發布前紅隊測試、漏洞揭露與商用審查"
    }
   ],
   "companies": [
    "Anthropic"
   ],
   "published_at": "2026-10-01T15:30:06+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619511",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4214699-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136114,
   "anchor": "n3136114",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136114",
   "title": "AI demand surges! South Korea's semiconductor exports soar 262.8% in September, topping $60 billion for the first time",
   "title_state": "translated",
   "summary": "South Korea's Ministry of Trade, Industry and Energy reported that semiconductor exports topped $60 billion for the first time in September, rising more than 260% year over year and driving overall exports and the trade surplus to record highs, reflecting strong AI demand.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "South Korea's semiconductor exports reached $60.3 billion in September, up 262.8% year over year and surpassing $60 billion for the first time.",
     "state": "translated",
     "quote": "9月半導體出口額達603億美元，年增262.8%，首次突破600億美元，再創歷史新高。"
    },
    {
     "text": "South Korea's overall exports rose 83.5% year over year to $120.94 billion in September.",
     "state": "translated",
     "quote": "韓國9月出口額年增83.5%至1,209.4億美元，首次站上1,200億美元大關"
    },
    {
     "text": "South Korea's monthly trade surplus reached $49.85 billion in September, a record high.",
     "state": "translated",
     "quote": "單月貿易順差達498.5億美元，超越6月的359.1億美元，再創新高。"
    },
    {
     "text": "Cumulative exports for the first three quarters of this year reached $814.5 billion, surpassing $800 billion for the first time.",
     "state": "translated",
     "quote": "今年前三季累計出口額達8,145億美元，首次突破8,000億美元"
    },
    {
     "text": "Tax revenue is projected to reach a record 478.6 trillion won this year, up 28% year over year.",
     "state": "translated",
     "quote": "今年稅收有望達到創紀錄的478.6兆韓元，約合3,530億美元，年增28%"
    }
   ],
   "companies": [],
   "published_at": "2026-10-01T15:28:29+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619471",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4214698-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136115,
   "anchor": "n3136115",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136115",
   "title": "Goldman Sachs reportedly launches succession plan, with President John Waldron set to become CEO",
   "title_state": "translated",
   "summary": "Goldman Sachs is considering having President John Waldron succeed CEO David Solomon, with the handover expected in 2027-2028. The personnel change involves a transfer of power at the top and continuity in the AI transformation strategy, with important implications for market stability.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Goldman Sachs' board is considering having President and COO John Waldron succeed CEO David Solomon.",
     "state": "translated",
     "quote": "美國投資銀行高盛集團(GS-US)董事會已就執行長接班計畫展開討論，擬由現年57歲的總裁兼營運長華德隆(John Waldron)接替現年64歲的執行長所羅門(David Solomon)。"
    },
    {
     "text": "The handover could take place at the end of 2027 or sometime in 2028.",
     "state": "translated",
     "quote": "報導引述知情人士透露，交接時程可能落在2027年底或2028年間"
    },
    {
     "text": "Goldman Sachs awarded Waldron up to $80 million in restricted stock as a retention bonus.",
     "state": "translated",
     "quote": "高盛董事會於2025年初向其發放高達8,000萬美元的限制性股票留任獎金"
    },
    {
     "text": "Waldron is leading an AI-driven transformation program called “OneGS 3.0.”",
     "state": "translated",
     "quote": "華德隆並主導推動名為「OneGS 3.0」的AI驅動轉型計畫"
    },
    {
     "text": "Goldman Sachs' share price has risen more than threefold since 2018.",
     "state": "translated",
     "quote": "自所羅門於2018年接任執行長以來，高盛股價已成長逾三倍。"
    }
   ],
   "companies": [
    "高盛集團",
    "Bear Stearns",
    "阿波羅全球管理公司"
   ],
   "published_at": "2026-10-01T15:20:04+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619478",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4214702-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135515,
   "anchor": "n3135515",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135515",
   "title": "Double blow from oil above $100 and rate hikes! Bonds, cruise lines and precious metals are Q3's biggest losers, while Bitcoin and tech stocks emerge as winners",
   "title_state": "translated",
   "summary": "The Iran war drove oil above $100 and rate hikes, sending bonds, cruise lines and precious metals sharply lower in Q3. Tech stocks, energy stocks and Bitcoin rose against the trend, while the S&P 500's gain for the year to date was nearly 12%.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Vanguard's ETF tracking the broad US bond market is down 5% this year.",
     "state": "translated",
     "quote": "Vanguard追蹤美國整體債券市場的ETF今年來下跌5%"
    },
    {
     "text": "Norwegian Cruise Line (NCLH-US) fell 31% in the third quarter.",
     "state": "translated",
     "quote": "挪威郵輪(Norwegian Cruise Line)(NCLH-US)第3季下跌31%"
    },
    {
     "text": "Major tech stocks such as Meta and Microsoft surged in the third quarter, rising 29% and 38%, respectively.",
     "state": "translated",
     "quote": "Meta(META-US)與微軟(MSFT-US)等大型科技股第3季大幅上漲，分別上漲29%與38%"
    },
    {
     "text": "Phillips 66 (PSX-US) surged 51% in the third quarter.",
     "state": "translated",
     "quote": "第3季Phillips 66(PSX-US)第3季大漲51%"
    },
    {
     "text": "Bitcoin surged more than 40% in the quarter.",
     "state": "translated",
     "quote": "比特幣意外成為第3季表現強勁的資產之一...單季大漲逾40%"
    },
    {
     "text": "Gold futures fell more than 6% in September.",
     "state": "translated",
     "quote": "黃金期貨9月下跌逾6%"
    },
    {
     "text": "The S&P 500 rose 2% in the third quarter.",
     "state": "translated",
     "quote": "檢視第3季表現，標普500指數上漲2%"
    },
    {
     "text": "The “fear gauge” tracking market expectations for bond volatility surged about 47% in September.",
     "state": "translated",
     "quote": "追蹤市場對債券波動預期的「恐慌指標」9月大漲約47%"
    }
   ],
   "companies": [
    "Vanguard",
    "iShares",
    "Norwegian Cruise Line",
    "Royal Caribbean",
    "Carnival Corporation",
    "American Airlines",
    "Meta",
    "Microsoft",
    "Phillips 66",
    "Chevron",
    "ConocoPhillips",
    "ExxonMobil",
    "Cboe Global Markets",
    "聯準會(Fed)"
   ],
   "published_at": "2026-10-01T15:00:05+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619176",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135516,
   "anchor": "n3135516",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135516",
   "title": "凱基證券 undertakes comprehensive transformation, helping young investors start building wealth with their choices",
   "title_state": "translated",
   "summary": "凱基證券 announced a comprehensive transformation under the brand理念 “Choose 凱基證券, start building wealth,” covering digital platform improvements, talent development, AI applications and social responsibility initiatives, with the aim of helping young investors build their future.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "凱基證券 introduced the brand理念 “Choose 凱基證券, start building wealth” and released a new brand advertisement.",
     "state": "translated",
     "quote": "以「選擇凱基，開始累積」為品牌理念，傳遞每一次的主動選擇，都在累積成為未來的底氣，更透過全新品牌廣告..."
    },
    {
     "text": "凱基證券 revamped its “隨身e策略” app, highlighting a new interface and user experience.",
     "state": "translated",
     "quote": "特別進行「隨身e策略」APP改版，以「全新介面、全新體驗、全新旅程」為核心理念...打造更直覺且個人化的數位投資平台。"
    },
    {
     "text": "凱基證券 General Manager Lin Chih-hung said “starting to build” encompasses the long-term strengthening of customer trust and professional expertise.",
     "state": "translated",
     "quote": "凱基證券總經理林志宏表示，「開始累積」不只是時間或財富的累積，更是凱基證券於客戶信任、專業實力與服務價值上的長期深化累積"
    },
    {
     "text": "凱基證券 is promoting a Business Analyst (BA) training course and a development program for professional wealth advisory teams.",
     "state": "translated",
     "quote": "其中，Business Analyst（BA）培育課程透過系統化訓練...並推動領先同業的專業財富顧問團隊培育計畫"
    },
    {
     "text": "凱基證券's beach cleanup results have ranked first in the financial industry for five consecutive years.",
     "state": "translated",
     "quote": "其中的淨灘活動成果已連續五年居金融業之冠"
    },
    {
     "text": "凱基證券 sponsors broadcasts of several major sporting events and programs on sports news channels.",
     "state": "translated",
     "quote": "不僅贊助大專籃球、排球聯賽，以及名古屋亞運、WBC世界棒球經典賽、台日棒球國際交流賽、職籃等多項重要賽事轉播與緯來「運動 Studio」體育新聞台節目"
    }
   ],
   "companies": [
    "凱基證券",
    "凱基投顧",
    "緯來"
   ],
   "published_at": "2026-10-01T14:52:18+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619515",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135517,
   "anchor": "n3135517",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135517",
   "title": "Value Investing: Latest Industry Research Report — 國巨 (2327-TW): Strong demand for high-end capacitors continues, with price increases and order transfers taking turns driving growth",
   "title_state": "translated",
   "summary": "摩爾投顧分析師蔡慶龍指出國巨(2327-TW)營收連六個月創新高，AI伺服器升級驅動高階電容需求，公司自7月啟動新一輪電容調價。",
   "summary_state": "original",
   "facts": [
    {
     "text": "國巨(2327-TW)營收已連續六個月創新高",
     "state": "original",
     "quote": "國巨 (2327-TW) 的營收已經連續六個月創新高"
    },
    {
     "text": "國巨's August revenue was NT$16.332 billion, up 1.2% month over month and 51.8% year over year.",
     "state": "translated",
     "quote": "8月營收163.32億元，月增1.2%、年增51.8%"
    },
    {
     "text": "國巨's cumulative revenue for the first 8 months was NT$115.085 billion, up 34.9% year over year.",
     "state": "translated",
     "quote": "前八月累計1,150.85億元，年增34.9%"
    },
    {
     "text": "國巨's second-quarter revenue was NT$44.456 billion, up 16.5% quarter over quarter, with a gross margin of 38.5%.",
     "state": "translated",
     "quote": "第二季營收444.56億元，季增16.5%，毛利率38.5%"
    },
    {
     "text": "In 國巨's second-quarter revenue, tantalum capacitors accounted for 23.8%, magnetic components for 23.5% and multilayer ceramic capacitors for 19.1%.",
     "state": "translated",
     "quote": "第二季營收中，鉭質電容占23.8%、磁性元件占23.5%，積層陶瓷電容占19.1%"
    },
    {
     "text": "國巨 launched a new round of capacitor price adjustments in July.",
     "state": "translated",
     "quote": "國巨 (2327-TW) 自7月起展開新一輪電容價格調整，除了通路，也逐一與直接客戶協商"
    },
    {
     "text": "On Sept. 29, TDK and 太陽誘電 signed a memorandum of understanding to discuss joint development and manufacturing of high-end capacitors and inductors.",
     "state": "translated",
     "quote": "9月29日，TDK與太陽誘電宣布簽署合作備忘錄，開始洽談高階電容、電感的共同開發與製造合作"
    }
   ],
   "companies": [
    "國巨",
    "村田",
    "TDK",
    "太陽誘電",
    "摩爾投顧"
   ],
   "published_at": "2026-10-01T14:52:03+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619512",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135518,
   "anchor": "n3135518",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135518",
   "title": "AI is consuming so much memory that Samsung and Micron warn: DRAM supply will be tighter next year",
   "title_state": "translated",
   "summary": "Samsung and Micron warned that AI-driven demand for HBM is tightening memory supplies, as a growing share of capacity allocated to HBM crowds out conventional DRAM. Taiwan's 南亞科 and 華邦電 expect shortages to persist and supply-demand conditions to tighten further, and are actively expanding capacity and seeking long-term contracts to stabilize shipments.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Samsung estimates that HBM will account for nearly 30% of DRAM makers' total wafer capacity next year, up from about 20% currently.",
     "state": "translated",
     "quote": "明年HBM占DRAM廠商晶圓總產能比重，預計將由目前約20%升至近30%"
    },
    {
     "text": "Micron customers' financial commitments under long-term supply agreements increased from $22 billion to $32 billion.",
     "state": "translated",
     "quote": "客戶在長期供應協議下的財務承諾，已由6月公布的220億美元增至320億美元"
    },
    {
     "text": "Samsung began mass-producing HBM4 in February this year and continues to expand capacity.",
     "state": "translated",
     "quote": "三星已於今年2月量產HBM4，並持續擴產"
    },
    {
     "text": "南亞科 plans for the first phase of its new plant to reach monthly capacity of 30,000 wafers in 2028.",
     "state": "translated",
     "quote": "新廠第一階段規劃於2028年達到月產能3萬片"
    },
    {
     "text": "Construction on Module B of 華邦電's Kaohsiung plant expansion is expected to begin next January, with mass production slated for the end of 2029.",
     "state": "translated",
     "quote": "公司已啟動高雄廠模組B擴建計畫，預計明年1月動工、2029年底量產"
    },
    {
     "text": "Micron CEO Sanjay Mehrotra said orders far exceed capacity.",
     "state": "translated",
     "quote": "美光訂單遠超產能"
    },
    {
     "text": "Micron has secured most of its HBM capacity for 2027 through agreements.",
     "state": "translated",
     "quote": "公司也已透過協議鎖定2027年大部分HBM產能"
    }
   ],
   "companies": [
    "三星電子",
    "美光科技",
    "SK海力士",
    "南亞科",
    "華邦電"
   ],
   "published_at": "2026-10-01T14:41:18+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619470",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135519,
   "anchor": "n3135519",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135519",
   "title": "輝達、英特爾聯手重金押注！AI光互連新創CScale獲1.45億美元C輪融資",
   "title_state": "original",
   "summary": "矽谷AI光互連新創CScale完成1.45億美元C輪融資，輝達與英特爾資本參投，累計達1.88億美元，預計2028年交貨。",
   "summary_state": "original",
   "facts": [
    {
     "text": "CScale announced that it has completed a $145 million Series C funding round.",
     "state": "translated",
     "quote": "CScale(前身為 CSpeed)宣布完成 1.45 億美元的 C 輪融資。"
    },
    {
     "text": "輝達(NVDA-US)與英特爾(INTC-US)旗下的英特爾資本參與投資。",
     "state": "original",
     "quote": "並吸引晶片巨頭輝達(NVDA-US)與英特爾(INTC-US)旗下的英特爾資本(Intel Capital)參與投資。"
    },
    {
     "text": "CScale’s cumulative funding has reached $188 million。",
     "state": "translated",
     "quote": "截至目前，CScale 的累計融資金額已達 1.88 億美元"
    },
    {
     "text": "CScale expects to deliver its chip products by 2028。",
     "state": "translated",
     "quote": "預計將於 2028 年前交付其晶片產品。"
    },
    {
     "text": "CScale was founded by Chief Technology Officer Sanjai Kohli。",
     "state": "translated",
     "quote": "由首席技術長 Sanjai Kohli 創立"
    },
    {
     "text": "CScale現由前思科晶片與硬體系統主管Martin Lund出任執行長。",
     "state": "original",
     "quote": "現由前思科晶片與硬體系統主管 Martin Lund 出任執行長。"
    }
   ],
   "companies": [
    "CScale",
    "CSpeed",
    "輝達",
    "英特爾",
    "英特爾資本",
    "Atreides Management",
    "Valor Equity Partners",
    "Premji Invest",
    "思科"
   ],
   "published_at": "2026-10-01T14:40:04+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619479",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135520,
   "anchor": "n3135520",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135520",
   "title": "〈美光加碼台灣〉今後數年營建支出拚全球前五 美光點名亞翔、帆宣等跟著出海",
   "title_state": "original",
   "summary": "美光董事長盧東暉宣布公司全球擴產計畫，預計未來幾年營建支出將居全球前五。面對人力與材料短缺挑戰，美光強調與供應鏈深度合作，並鼓勵台灣廠商如亞翔、帆宣等跟進海外市場拓展業務。",
   "summary_state": "original",
   "facts": [
    {
     "text": "美光點名的台灣合作夥伴包含亞翔、帆宣、漢唐、洋基工程及中鼎。",
     "state": "original",
     "quote": "盧東暉此次特別點名多家台灣合作夥伴，包括括亞翔(6139-TW)、帆宣(6196-TW)、漢唐(2404-TW)以及洋基工程(6691-TW)及中鼎(9933-TW)等業者"
    },
    {
     "text": "帆宣前往美國Boise協助美光進行機台安裝。",
     "state": "original",
     "quote": "其中，帆宣前進美國Boise，協助美光進行機台安裝"
    },
    {
     "text": "亞翔被引薦至新加坡參與當地先進晶圓廠建設。",
     "state": "original",
     "quote": "亞翔則被引薦至新加坡，參與當地先進晶圓廠建設"
    },
    {
     "text": "美光在台灣桃園、台中、銅鑼及台南四大基地全面進入建廠、改造與設備裝機階段。",
     "state": "original",
     "quote": "台灣桃園、台中、銅鑼及台南四大基地也全面進入建廠、改造與設備裝機階段"
    },
    {
     "text": "美光擴產面臨的最大挑戰之一是工程人力不足，特別是電工、焊工及設備安裝工程師短缺。",
     "state": "original",
     "quote": "目前擴產最大的挑戰之一已轉為工程人力不足，盧東暉指出，包括電工、焊工、管線施工人員、設備安裝工程師...目前都相當短缺"
    },
    {
     "text": "漢唐過去曾參與日本廣島新廠的設計與工程諮詢。",
     "state": "original",
     "quote": "漢唐過去也曾參與日本廣島新廠的設計與工程諮詢"
    }
   ],
   "companies": [
    "美光",
    "MU-US",
    "亞翔",
    "6139-TW",
    "帆宣",
    "6196-TW",
    "漢唐",
    "2404-TW",
    "洋基工程",
    "6691-TW",
    "中鼎",
    "9933-TW",
    "聖暉*",
    "5536-TW",
    "辛耘",
    "3583-TW",
    "盟立",
    "2464-TW",
    "聯華林德",
    "三福化",
    "4755-TW",
    "互助",
    "潘冀",
    "大元",
    "大同",
    "2371-TW",
    "崑鼎",
    "6803-TW",
    "鉅亨網"
   ],
   "published_at": "2026-10-01T14:39:03+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619490",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135521,
   "anchor": "n3135521",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135521",
   "title": "〈遠東新產品發表會〉中下游回饋正向高端產品需求佳 品牌客戶明年動能可期",
   "title_state": "original",
   "summary": "遠東新(1402-TW)舉辦新品發表會，副總黃全億指出中下游回饋正向，高端產品需求穩健。品牌客戶趨向在地化與供應鏈集中，預期明年動能可期。",
   "summary_state": "original",
   "facts": [
    {
     "text": "遠東新化纖總部副總經理黃全億表示，目前中下游客戶對需求回饋還算正向，且高端、利基產品不受總體經濟壓力影響。",
     "state": "original",
     "quote": "依照目前中下游客戶對需求回饋來看還算正向，尤其是高端、利基產品不受影響。"
    },
    {
     "text": "Major brand customer N is currently undergoing a reorganization, with plans including adopting green materials and consolidating procurement, which could create opportunities to lower costs。",
     "state": "translated",
     "quote": "N客戶目前則在改組，方向包含採用綠色材料與整合採購，讓成本有機會下降"
    },
    {
     "text": "Brand customer A has a local design center in China and is growing rapidly in the Chinese market by using its local team to design and develop products。",
     "state": "translated",
     "quote": "例如A客戶在中國設有當地設計中心，透過在地團隊進行產品設計與開發，掌握當地市場需求，所以看到它在中國市場的成長非常迅速"
    },
    {
     "text": "Brands continue to shorten product development lead times, which may now need to be reduced to one year。",
     "state": "translated",
     "quote": "另一方面，品牌也持續縮短產品開發交期，過去兩年可能是正常開發週期，但現在可能需要縮短至一年"
    },
    {
     "text": "遠東新在鞋材領域持續擴大布局，鞋材利潤表現相對高於服飾。",
     "state": "original",
     "quote": "除了服飾外，遠東新在鞋材領域也持續擴大布局，黃全億表示，鞋材利潤表現相對高於服飾"
    }
   ],
   "companies": [
    "遠東新",
    "遠東新化纖"
   ],
   "published_at": "2026-10-01T14:38:49+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619495",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135522,
   "anchor": "n3135522",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135522",
   "title": "Oil Price Surge Pushes International Fuel Surcharges Higher Again from 10/7；Long-Haul Fees Top NT$3,000",
   "title_state": "translated",
   "summary": "交通部民航局宣布因國際燃油價格上漲，國籍航空國際航線燃油附加費自10月7日起調漲。短程漲至37.5美元，長程漲至97.5美元，反映地緣政治緊張對成本的影響。",
   "summary_state": "original",
   "facts": [
    {
     "text": "交通部民航局宣布國籍航空國際航線客運燃油附加費自10月7日起調漲。",
     "state": "original",
     "quote": "交通部民航局今(1)日宣布，國籍航空國際航線客運燃油附加費自下周三(10月7日)起調漲"
    },
    {
     "text": "The fuel surcharge for short-haul routes will rise to $37.5 from $32.5, or about NT$1,198。",
     "state": "translated",
     "quote": "短程線由32.5美元(約新台幣1,038元)調漲為37.5美元(約台幣1,198元)"
    },
    {
     "text": "The fuel surcharge for long-haul routes will rise to $97.5 from $84.5, or about NT$3,114。",
     "state": "translated",
     "quote": "長程從84.5美元(台幣2,699元)漲為97.5美元(約台幣3,114元)"
    },
    {
     "text": "The price of aviation fuel for international routes rose to $177.89 per barrel from $156.79。",
     "state": "translated",
     "quote": "依據中油今日公告國際航線航空燃油價格，由每桶156.79美元調漲為177.89美元"
    },
    {
     "text": "The increase moves the fuel surcharge from the 13th tier to the 15th tier。",
     "state": "translated",
     "quote": "自第13級距調整為第15級"
    },
    {
     "text": "For every $10 increase in oil prices, the surcharge rises by $2.5 for short-haul routes and $6.5 for long-haul routes。",
     "state": "translated",
     "quote": "即當油價每增加10美元時，短程航線增加2.5美元，長程航線增加6.5美元"
    }
   ],
   "companies": [
    "交通部民航局",
    "中油"
   ],
   "published_at": "2026-10-01T14:38:25+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619501",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135523,
   "anchor": "n3135523",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135523",
   "title": "〈焦點股〉華宏布局高附加價值產品有成 亮燈漲停創波段高",
   "title_state": "original",
   "summary": "華宏(8240-TW)股價創5個月新高並觸及漲停，反映市場對其高附加價值產品佈局的樂觀預期。上半年稅後純益年增16.83%，PCB電子材料下半年試量產，機能材料營收有望雙位數成長，顯示公司正成功轉型並建立新的成長動能。",
   "summary_state": "original",
   "facts": [
    {
     "text": "華宏(8240-TW)股價一度亮燈漲停至63元，成交量為7,700張。",
     "state": "original",
     "quote": "一度亮燈衝上漲停價63元，成交量爆增至7,700張"
    },
    {
     "text": "華宏2026年上半年稅後純益為1.18億元，年增16.83%。",
     "state": "original",
     "quote": "今(2026)年上半年稅後純益年增16.83％...稅後純益1.18億元"
    },
    {
     "text": "華宏今年上半年合併營收約32.52億元，年減10.13%。",
     "state": "original",
     "quote": "華宏今年上半年合併營收約32.52億元、年減10.13％"
    },
    {
     "text": "華宏機能材料營收占比約13%-14%，預期今年營收有望接近雙位數成長。",
     "state": "original",
     "quote": "目前機能材料營收占比約13%-14%，公司預期...今年機能材料營收有望接近雙位數成長"
    },
    {
     "text": "華宏PCB電子材料在下半年進入試量產。",
     "state": "original",
     "quote": "PCB電子材料在下半年也進入試量產"
    },
    {
     "text": "華宏機能材料事業部聚焦資通訊、電動車、半導體、封裝及國防等五大應用領域。",
     "state": "original",
     "quote": "華宏目前機能材料事業部持續聚焦資通訊、電動車、半導體、封裝及國防等五大應用領域"
    }
   ],
   "companies": [
    "華宏"
   ],
   "published_at": "2026-10-01T14:37:21+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619480",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135524,
   "anchor": "n3135524",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135524",
   "title": "〈焦點股〉日廠被動元件出貨暢旺 國巨*飆漲停族群股滿面紅光",
   "title_state": "original",
   "summary": "日本被動元件7月出貨暢旺，電容創歷史新高，激勵台股國巨、華新科等被動元件族群全面走強並多檔漲停。",
   "summary_state": "original",
   "facts": [
    {
     "text": "Japanese electronic component makers’ passive component shipments reached 265.7 billion yen in July 2026, up 27% year on year。",
     "state": "translated",
     "quote": "日本電子零件廠2026年7月被動元件出貨額達2657億日圓，年增27%"
    },
    {
     "text": "Japan’s capacitor shipments reached 195.6 billion yen in July, a record high since fiscal 2014。",
     "state": "translated",
     "quote": "其中電容出貨額達1956億日圓...創2014年度以來歷史新高"
    },
    {
     "text": "村田製作2027財年第一季整體接單金額達6739億日圓，年增56.3%。",
     "state": "original",
     "quote": "2027財年第一季(4-6月)整體接單金額達6739億日圓，年增56.3%，創季度歷史新高"
    },
    {
     "text": "台股被動元件族群中，國巨、華新科、禾伸堂等多檔個股攻上漲停。",
     "state": "original",
     "quote": "國巨*(2327-TW)、華新科(2492-TW)、禾伸堂(3026-TW)等多檔個股均攻上漲停"
    },
    {
     "text": "村田製作電容訂單金額年增85.5%，接單出貨比達1.34創近6年新高。",
     "state": "original",
     "quote": "其中電容訂單金額達4155億日圓，年增85.5%；接單出貨比(B/B Ratio)達1.34，也創近6年新高"
    }
   ],
   "companies": [
    "日本電子資訊技術產業協會",
    "村田製作",
    "國巨",
    "華新科",
    "禾伸堂",
    "華容",
    "千如",
    "鈞寶",
    "堡達",
    "鈺鎧",
    "今展科",
    "九豪",
    "光頡",
    "天二科技",
    "立敦",
    "立隆電",
    "密望實",
    "信昌電",
    "凱美",
    "金山電",
    "台慶科",
    "日電貿",
    "三集瑞-KY"
   ],
   "published_at": "2026-10-01T14:36:39+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619465",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135525,
   "anchor": "n3135525",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135525",
   "title": "莫德納股價重挫 花旗稱今年暴漲500%後是時候賣出",
   "title_state": "original",
   "summary": "花旗分析師於9月30日將莫德納評級下調至「賣出」，指其今年暴漲500%後估值過高。儘管皮膚癌疫苗試驗結果樂觀推升股價，花旗認為當前價格反映不切實際預期，目標價僅設80美元。",
   "summary_state": "original",
   "facts": [
    {
     "text": "花旗分析師於9月30日將莫德納股票評級下調至「賣出」，理由是今年超規模上漲後估值過高。",
     "state": "original",
     "quote": "花旗分析師周三(9/30)將莫德納股票評級下調至「賣出」，告訴客戶該股今年「超規模」上漲後，估值已經過高。"
    },
    {
     "text": "莫德納股價周三下跌逾5%至192.57美元，今年以來大漲逾500%。",
     "state": "original",
     "quote": "莫德納股價周三下跌逾5%至192.57美元，今年以來已大漲逾500%"
    },
    {
     "text": "莫德納股價上漲主因是治療皮膚癌疫苗臨床試驗結果令人鼓舞。",
     "state": "original",
     "quote": "當時這家藥廠公布了一項治療皮膚癌的疫苗臨床試驗取得令人鼓舞的結果。"
    },
    {
     "text": "花旗認為莫德納股價已反映不切實際的隱含銷售預期，難以為當前估值找到合理依據。",
     "state": "original",
     "quote": "莫德納目前股價「已反映公司成功拓展至多種腫瘤類型，以及不切實際的隱含銷售預期」...他們都「難以為目前的估值找到合理依據」。"
    },
    {
     "text": "花旗給出的莫德納目標價為80美元，為華爾街最低。",
     "state": "original",
     "quote": "花旗給出的目標價為80美元，是華爾街目前最低的目標價。"
    }
   ],
   "companies": [
    "莫德納",
    "Moderna",
    "花旗",
    "Sandisk",
    "Investopedia",
    "Visible Alpha"
   ],
   "published_at": "2026-10-01T14:30:05+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619194",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135526,
   "anchor": "n3135526",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135526",
   "title": "〈美光加碼台灣〉美光台灣四大基地同步擴產 台中HBM先進封裝二廠本月啟用",
   "title_state": "original",
   "summary": "美光宣布台灣四大基地同步擴產，台中HBM二廠10月啟用，累計投資逾520億美元以應對AI需求。",
   "summary_state": "original",
   "facts": [
    {
     "text": "美光台灣董事長盧東暉表示，受惠AI帶動記憶體需求持續強勁，美光正加快全球擴產腳步，台灣桃園、台中、銅鑼及台南四大製造基地全面擴建與裝機。",
     "state": "original",
     "quote": "美光(MU-US)台灣董事長盧東暉今(1)日表示，受惠AI帶動記憶體需求持續強勁，美光正加快全球擴產腳步，台灣桃園、台中、銅鑼及台南四大製造基地全面擴建與裝機"
    },
    {
     "text": "美光台中新增的HBM先進封裝二廠預計10月中正式啟用。",
     "state": "original",
     "quote": "其中，台中新增的HBM先進封裝二廠預計10月中正式啟用"
    },
    {
     "text": "截至今年6月，美光在台累計投資金額已超過新台幣1.6兆元、約520億美元。",
     "state": "original",
     "quote": "截至今年6月，美光在台累計投資金額已超過新台幣1.6兆元、約520億美元"
    },
    {
     "text": "美光桃園Fab 11E已於7月30日動土，預計2028年上線。",
     "state": "original",
     "quote": "Fab 11E已於7月30日動土，預計2028年上線。"
    },
    {
     "text": "美光台南基地第一批機台已於9月初開始移入。",
     "state": "original",
     "quote": "第一批機台也已於9月初開始移入"
    }
   ],
   "companies": [
    "美光",
    "友達"
   ],
   "published_at": "2026-10-01T14:11:07+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619474",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4213411-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135528,
   "anchor": "n3135528",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135528",
   "title": "U.S. Treasury Yields Surge；Veteran Bond Investor Turns Bullish for First Time in 6 Years: ‘This Is Value Investing’",
   "title_state": "translated",
   "summary": "Bianco Research President Jim Bianco turned bullish on U.S. Treasuries for the first time in 6 years, as Treasury yields hit a 20-year high, saying they offer a value investment opportunity。",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Bianco Research President Jim Bianco has turned bullish on U.S. Treasuries for the first time in 6 years。",
     "state": "translated",
     "quote": "他睽違6年來首度轉為看多美國公債。"
    },
    {
     "text": "The 10-year Treasury yield climbed to 5.29% on Wednesday (30th), its highest level since 2007。",
     "state": "translated",
     "quote": "10年期美債殖利率周一(28日)衝上 5.27%，創 2007 年以來新高，週三 (30日) 繼續攀升至 5.29%。"
    },
    {
     "text": "Treasury yields rose a cumulative 0.87 percentage points over the past three months, the biggest quarterly increase since the first quarter of 1994。",
     "state": "translated",
     "quote": "過去三個月累計上升 0.87 個百分點，為 1994 年第一季以來最大季升幅。"
    },
    {
     "text": "Bianco increased the interest-rate exposure of his actively managed index, extending its duration to more than 6 years。",
     "state": "translated",
     "quote": "因此，他提高了旗下主動管理指數的利率曝險，也就是存續期間。...目前存續期間已增至逾 6 年"
    },
    {
     "text": "Investors buying 10-year Treasuries at current levels would need yields to rise to about 6% over the next year to offset the price decline。",
     "state": "translated",
     "quote": "投資人若以目前水準買進 10 年期美債，未來一年殖利率須升至約 6%，價格跌幅才會抵銷債券利息收入。"
    },
    {
     "text": "Fed policymakers implemented the first rate hike since 2023 this month and signaled further increases。",
     "state": "translated",
     "quote": "本月，在主席華許（Kevin Warsh）領導下，Fed 決策官員實施 2023 年以來首度升息，並暗示後續還會升息。"
    },
    {
     "text": "Traders expect nearly 4 quarter-point rate hikes over the next 12 months, taking the policy rate from just below 4% to about 5%。",
     "state": "translated",
     "quote": "利率交換市場顯示，交易員預期未來 12 個月將升息近 4 碼，每碼為 0.25 個百分點，使政策利率從目前略低於 4% 升至約 5%。"
    }
   ],
   "companies": [
    "Bianco Research",
    "第一波士頓",
    "瑞銀",
    "WisdomTree",
    "Fed"
   ],
   "published_at": "2026-10-01T14:10:05+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6617473",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4213414-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135527,
   "anchor": "n3135527",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135527",
   "title": "Big Earner! U.S. Commerce Secretary Lutnick Reports More Than $250 Million in Income Last Year",
   "title_state": "translated",
   "summary": "U.S. Commerce Secretary Lutnick reported income of more than $250 million in 2025, primarily from a $192 million distribution from his former employer, Cantor Fitzgerald. He also disposed of several hundred million dollars in assets, purchased Treasury bond funds, and retained about 40 outside positions.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Lutnick earned at least $250 million in 2025.",
     "state": "translated",
     "quote": "他在 2025 年取得至少 2.5 億美元的收入及其他款項"
    },
    {
     "text": "Lutnick received a $192 million distribution from Cantor Fitzgerald.",
     "state": "translated",
     "quote": "最大單筆款項是金融服務公司 Cantor Fitzgerald 支付的 1.92 億美元分配款"
    },
    {
     "text": "Lutnick sold at least $259 million in assets.",
     "state": "translated",
     "quote": "根據申報資料計算，盧特尼克當年出售的資產至少達 2.59 億美元"
    },
    {
     "text": "Lutnick bought more than $50 million in S&P 500 index ETFs.",
     "state": "translated",
     "quote": "他買進逾 5,000 萬美元的標普 500 指數股票指數型基金 (ETF)"
    },
    {
     "text": "Lutnick received $4.2 million in salary and bonuses from Newmark.",
     "state": "translated",
     "quote": "盧特尼克也申報來自商用不動產服務公司 Newmark (NMRK-US) 的 420 萬美元薪資與獎金"
    },
    {
     "text": "Lutnick received $14.1 million in salary and bonuses from BGC Group.",
     "state": "translated",
     "quote": "他另從曾擔任董事長的金融經紀與科技公司 BGC Group (BGC-US) 取得 1,410 萬美元薪資與獎金"
    },
    {
     "text": "Lutnick received more than $5 million through BGC restricted stock units.",
     "state": "translated",
     "quote": "並透過 BGC 限制型股票單位取得逾 500 萬美元"
    },
    {
     "text": "Lutnick listed about 40 outside positions he continues to hold.",
     "state": "translated",
     "quote": "盧特尼克仍在申報文件中列出約 40 個持續擔任的外部職位"
    }
   ],
   "companies": [
    "Cantor Fitzgerald",
    "Newmark",
    "BGC Group",
    "CF Group Management",
    "富達"
   ],
   "published_at": "2026-10-01T14:10:05+09:00",
   "source_type": "cnyes",
   "source_name": "鉅亨網",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619173",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4213413-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138897,
   "anchor": "n3138897",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138897",
   "title": "皇將 (4744): Changes to Changsung Softgel System's corporate director and supervisor roster (correction) - Global Biotech Monthly",
   "title_state": "translated",
   "summary": "皇將 (4744) announced changes to the corporate director and supervisor of its subsidiary, Changsung Softgel System Ltd, and corrected an incorrectly entered biography for the new appointee in an earlier announcement.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "4744",
     "state": "translated",
     "quote": "4744"
    },
    {
     "text": "115/10/01",
     "state": "translated",
     "quote": "115/10/01"
    },
    {
     "text": "July 23, 115",
     "state": "translated",
     "quote": "115年7月23日"
    }
   ],
   "companies": [
    "皇將",
    "Changsung Softgel System Ltd"
   ],
   "published_at": "2026-10-01T01:00:00+09:00",
   "source_type": "gbimonthly",
   "source_name": "環球生技月刊",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.gbimonthly.com/tw/invest/show.php?num=90475&kind=21",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138896,
   "anchor": "n3138896",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138896",
   "title": "ABC-KY (6598) corporate director Maxwell Sensors reassigns representative Yang Zhang - Global Biotech Monthly",
   "title_state": "translated",
   "summary": "ABC-KY (6598) announced that corporate director Maxwell Sensors had reassigned Yang Zhang as its representative. The date of the event was 115/10/01.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "6598",
     "state": "translated",
     "quote": "6598"
    },
    {
     "text": "115/10/01",
     "state": "translated",
     "quote": "115/10/01"
    }
   ],
   "companies": [
    "ABC-KY",
    "Maxwell Sensors"
   ],
   "published_at": "2026-10-01T01:00:00+09:00",
   "source_type": "gbimonthly",
   "source_name": "環球生技月刊",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.gbimonthly.com/tw/invest/show.php?num=90476&kind=21",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138895,
   "anchor": "n3138895",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138895",
   "title": "旭富 (4119) corporate director 三商投控 reassigns representative 翁翠君 - Global Biotech Monthly",
   "title_state": "translated",
   "summary": "旭富 (4119) corporate director 三商投控 reassigned 翁翠君 as its representative.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Date of change: 115/10/01",
     "state": "translated",
     "quote": "發生變動日期:115/10/01"
    }
   ],
   "companies": [
    "旭富",
    "三商投控"
   ],
   "published_at": "2026-10-01T01:00:00+09:00",
   "source_type": "gbimonthly",
   "source_name": "環球生技月刊",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.gbimonthly.com/tw/invest/show.php?num=90477&kind=21",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138894,
   "anchor": "n3138894",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138894",
   "title": "安基生技 (7754) invited to attend an investor conference hosted by 富邦綜合證券 on 10/15 - Global Biotech Monthly",
   "title_state": "translated",
   "summary": "安基生技 (7754) was invited to attend an investor conference hosted by 富邦綜合證券 on October 15.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "10/15",
     "state": "translated",
     "quote": "10/15"
    }
   ],
   "companies": [
    "安基生技",
    "富邦綜合證券"
   ],
   "published_at": "2026-10-01T01:00:00+09:00",
   "source_type": "gbimonthly",
   "source_name": "環球生技月刊",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.gbimonthly.com/tw/invest/show.php?num=90478&kind=21",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138893,
   "anchor": "n3138893",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138893",
   "title": "彥臣 (4732) appoints 陳奕妤 as acting spokesperson - 環球生技月刊",
   "title_state": "translated",
   "summary": "彥臣 (4732), an emerging-market-listed company, announced a change in its acting spokesperson from 林信煌 to 陳奕妤.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "115/10/01",
     "state": "translated",
     "quote": "115/10/01"
    }
   ],
   "companies": [
    "彥臣",
    "環球生技月刊"
   ],
   "published_at": "2026-10-01T01:00:00+09:00",
   "source_type": "gbimonthly",
   "source_name": "環球生技月刊",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.gbimonthly.com/tw/invest/show.php?num=90479&kind=21",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138887,
   "anchor": "n3138887",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138887",
   "title": "彥臣 (4732) appoints 陳奕妤 as acting spokesperson - Global Biotech Monthly",
   "title_state": "translated",
   "summary": "彥臣 (4732), an emerging-market-listed company, announced a change in its acting spokesperson from 林信煌 to 陳奕妤. The date of the event was 115/10/01.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "115/10/01",
     "state": "translated",
     "quote": "115/10/01"
    }
   ],
   "companies": [
    "彥臣"
   ],
   "published_at": "2026-10-01T01:00:00+09:00",
   "source_type": "gbimonthly",
   "source_name": "環球生技月刊",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.gbimonthly.com/tw/invest/show.php?num=90479&range=news",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3139012,
   "anchor": "n3139012",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3139012",
   "title": "【Association Update】Chairman 陳相國 attends the ceremony marking Professor 侯明志's appointment as president of 童綜合醫院",
   "title_state": "translated",
   "summary": "Chairman 陳相國 attended the ceremony marking Professor 侯明志's appointment as president of 童綜合醫院.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Term 七",
     "state": "translated",
     "quote": "第七任"
    },
    {
     "text": "Sept. 29",
     "state": "translated",
     "quote": "9 月 29 日"
    },
    {
     "text": "Oct. 1, 115",
     "state": "translated",
     "quote": "115 年 10 月 1 日"
    }
   ],
   "companies": [
    "中華民國醫師公會全國聯合會",
    "童綜合醫院",
    "臺北榮民總醫院",
    "醫師全聯會"
   ],
   "published_at": "2026-10-01T01:00:00+09:00",
   "source_type": "tma",
   "source_name": "中華民國醫師公會全國聯合會",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://www.tma.tw/meeting/meeting_info.asp?/14786.html",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135988,
   "anchor": "n3135988",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3135988",
   "title": "【Association Update】醫師公會全聯會 convenes the 3rd meeting of its 14th Health Communication Committee; medical professionals join forces to incorporate health literacy into clinical coding",
   "title_state": "translated",
   "summary": "醫師公會全聯會 convened the 3rd meeting of its 14th Health Communication Committee, where medical professionals joined forces to incorporate health literacy into clinical coding.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "12 hours",
     "state": "translated",
     "quote": "12 小時"
    },
    {
     "text": "5.5% growth cap",
     "state": "translated",
     "quote": "5.5% 的成長率上限"
    },
    {
     "text": "1 兆大關",
     "state": "original",
     "quote": "1 兆大關"
    },
    {
     "text": "600 億元的公務預算",
     "state": "original",
     "quote": "600 億元的公務預算"
    },
    {
     "text": "三-high prevention 888",
     "state": "translated",
     "quote": "三高防治 888"
    },
    {
     "text": "2030",
     "state": "translated",
     "quote": "2030 年"
    },
    {
     "text": "18 attendees",
     "state": "translated",
     "quote": "18 位出席"
    },
    {
     "text": "Z55.6",
     "state": "translated",
     "quote": "Z55.6"
    }
   ],
   "companies": [
    "中華民國醫師公會全國聯合會",
    "醫師公會全聯會",
    "台灣健康識能與傳播學會",
    "健保署"
   ],
   "published_at": "2026-10-01T01:00:00+09:00",
   "source_type": "tma",
   "source_name": "中華民國醫師公會全國聯合會",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://www.tma.tw/meeting/meeting_info.asp?/14785.html",
   "link_level": "source",
   "link_label": "Original",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136249,
   "anchor": "n3136249",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3136249",
   "title": "[イリソ電子工業株式会社] Amended Securities Report—60th Fiscal Year (2025/04/01–2026/03/31)",
   "title_state": "translated",
   "summary": "",
   "summary_state": "withheld",
   "facts": [
    {
     "text": "イリソ電子工業株式会社 filed its securities report for the 60th fiscal year on October 1, 2026.",
     "state": "translated",
     "quote": "提出日時: 2026-10-01 16:10"
    }
   ],
   "companies": [
    "イリソ電子工業株式会社"
   ],
   "published_at": "2026-10-01T16:10:00+09:00",
   "source_type": "edinet",
   "source_name": "EDINET 金融庁開示",
   "country": "JP",
   "country_name": "Japan",
   "source_language": "ja",
   "summary_language": "ja",
   "url": "https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z5N2,,",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4214836-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138958,
   "anchor": "n3138958",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-en-p9.html#n3138958",
   "title": "Itchy all over after eating autumn crabs? Can perilla help in a pinch? A Chinese medicine practitioner explains the real key to allergy relief - Heho健康",
   "title_state": "translated",
   "summary": "During peak autumn crab season, people prone to allergies or hives may feel unwell after eating them; a Chinese medicine practitioner explains the key to allergy relief.",
   "summary_state": "translated",
   "facts": [],
   "companies": [
    "Heho健康"
   ],
   "published_at": "2026-10-01T17:26:30+09:00",
   "source_type": "heho",
   "source_name": "Heho健康",
   "country": "TW",
   "country_name": "Taiwan",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://heho.com.tw/archives/387598",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4216082-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}