{
 "edition": "20261001-15",
 "language": "zh-Hans",
 "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": "这里一次整合 2 个国家／地区的新闻与公告：日本 2 个来源 648 条、台湾 6 个来源 182 条。每 180 分钟一期，这期入库的所有来源、每一条都列出，附原文网址。",
 "countries": [
  {
   "code": "JP",
   "name": "日本",
   "items": 648,
   "sources": 2
  },
  {
   "code": "TW",
   "name": "台湾",
   "items": 182,
   "sources": 6
  }
 ],
 "number_of_items": 30,
 "items": [
  {
   "id": 3136110,
   "anchor": "n3136110",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3136110",
   "title": "智邦新建大楼今动土 携手新竹县府冲刺AI创新与产业聚落",
   "title_state": "opencc",
   "summary": "智邦(2345-TW)于新竹县AI智能园区举行产业专用区二新建大楼动土典礼，由董事长黄国修主持。此举标志园区开发进入软硬件集成阶段，旨在完善商业与生活机能。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "网通厂智邦(2345-TW)于今1日在新竹县AI智能园区举行产业专用区二新建大楼动土典礼。",
     "state": "opencc",
     "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": "智邦董事长黄国修率领团队与各界贵宾共同祈福动土。",
     "state": "opencc",
     "quote": "由董事長黃國修率領團隊與各界貴賓共同祈福動土"
    },
    {
     "text": "新竹县政府预估AI智能园区全面营运后可引进约4000名专业就业人口。",
     "state": "opencc",
     "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": "新竹县AI智能园区全面营运后预估可创造超过1000亿元的年产值规模。",
     "state": "opencc",
     "quote": "並創造超過1000億元的年產值規模"
    },
    {
     "text": "智邦本次动土的产业专用区二基地土地面积达2公顷。",
     "state": "opencc",
     "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": "新建大楼规划导入餐饮、金融机构、办公室、教育服务以及展示区等多元服务机能。",
     "state": "opencc",
     "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": "智邦协助新竹县政府规划设置愿景馆及相关配套措施。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619529",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136111,
   "anchor": "n3136111",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3136111",
   "title": "〈台股盘后〉台積電、聯發科尾盘拉擡 上涨413点收最高48353点",
   "title_state": "opencc",
   "summary": "台股今日在电子权值股带动下震荡走高，加权指数收涨413.36点至48353.49点，重返4万8千点关卡。被动组件族群因出货畅旺表现强势，國巨、華新科涨停，整体市场成交金额达8374亿元。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "台股加权指数收涨413.36点，收最高48353.49点。",
     "state": "opencc",
     "quote": "加權指數收漲413.36點或0.86%，收最高48353.49點"
    },
    {
     "text": "台積電今日上涨30元或1.2%，收最高2510元。",
     "state": "opencc",
     "quote": "台積電今日上漲30元或1.2%，收最高2510元"
    },
    {
     "text": "國巨与華新科双双亮灯涨停。",
     "state": "opencc",
     "quote": "國巨*、華新科雙雙亮燈漲停"
    },
    {
     "text": "今日台股成交金额为8374亿元。",
     "state": "opencc",
     "quote": "成交金額8374億元"
    },
    {
     "text": "面板双虎中，群創跌4%，友達收黑。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619520",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136112,
   "anchor": "n3136112",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3136112",
   "title": "绿能市场洗牌！离岸风电3-3期仅2风场递件 次长赖建信亲揭背后原因",
   "title_state": "opencc",
   "summary": "离岸风电R3.3选商申请截止仅获2案递件，市场反应保守。经济部次长赖建信坦言受通膨与融资环境影响，业者审慎。政府将严格审查，目标2026年底完成选商，确保2030-2031年并网。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "离岸风电区块开发第三期（R3.3）选商受理申请已于30日正式截止。",
     "state": "opencc",
     "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": "R3.3选商仅收到2家开发团队、共计2个风场案源亲自送件申请。",
     "state": "opencc",
     "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": "经济部次长赖建信表示目标于2026年底前完成选商与容量分配。",
     "state": "opencc",
     "quote": "並於今（2026）年底前完成選商與容量分配"
    },
    {
     "text": "R3.3选商旨在争取2030年至2031年完工并网的关键容量分配。",
     "state": "opencc",
     "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": "全球通膨导致建置成本上升与融资环境变化是影响投标意愿的因素之一。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619508",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136113,
   "anchor": "n3136113",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3136113",
   "title": "Anthropic认证！中国最强模型智谱GLM-5.3：开源网安能力只差美国先进模型4个月",
   "title_state": "opencc",
   "summary": "Anthropic于9月29日发布对中国智谱GLM-5.3模型的安全评估，确认其具备接近美国先进模型的漏洞利用能力，并揭示模型护栏存在风险。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "Anthropic前沿红队发布对智谱GLM-5.3的网络安全评估报告，称该模型已能自主构建端到端漏洞利用，综合能力落后美国先进模型约4个月。",
     "state": "opencc",
     "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": "GLM-5.3在ExploitBench测试Chrome V8已知漏洞中，410次尝试完成50次端对端利用，接近Anthropic自家Claude Mythos Preview的56次。",
     "state": "opencc",
     "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": "红队用GLM-5.3在某主流浏览器JavaScript引擎中发现多个未知漏洞，串联成可读取本地文档、SSH私钥的攻击链。",
     "state": "opencc",
     "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": "模型护栏薄弱，直接恶意指令会拒绝，但伪装红队演练可64%接单，修改开放权重去除拒绝机制可达100%。",
     "state": "opencc",
     "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": "GLM-5.3发布一月已有约100家安全企业接入，监管料将强化发布前红队测试、漏洞揭露与商用审查。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619511",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4214699-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136114,
   "anchor": "n3136114",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3136114",
   "title": "AI需求猛！韩国9月半导体出口飙增262.8% 首破600亿美元",
   "title_state": "opencc",
   "summary": "韩国产业通商部公布9月半导体出口额首破600亿美元，年增逾260%，带动整体出口与贸易顺差创新高，反映AI需求强劲。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "韩国9月半导体出口额达603亿美元，年增262.8%，首次突破600亿美元。",
     "state": "opencc",
     "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": "韩国9月整体出口额年增83.5%至1,209.4亿美元。",
     "state": "opencc",
     "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": "韩国9月单月贸易顺差达498.5亿美元，创历史新高。",
     "state": "opencc",
     "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": "今年前三季累计出口额达8,145亿美元，首次突破8,000亿美元。",
     "state": "opencc",
     "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": "今年税收有望达到创纪录的478.6兆韩元，年增28%。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619471",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4214698-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136115,
   "anchor": "n3136115",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3136115",
   "title": "传高盛启动高层接班计划 总裁华德隆拟接任首席执行官",
   "title_state": "opencc",
   "summary": "高盛拟由总裁华德隆接任首席执行官，交接预计2027-2028年进行。此人事变动涉及高层权力转移及AI转型策略延续，对市场稳定性具重要意义。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "高盛董事会拟由总裁兼首席运营官华德隆接替首席执行官所罗门。",
     "state": "opencc",
     "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": "交接时程可能落在2027年底或2028年间。",
     "state": "opencc",
     "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": "高盛向华德隆发放高达8,000万美元的限制性股票留任奖金。",
     "state": "opencc",
     "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": "华德隆主导推动名为「OneGS 3.0」的AI驱动转型计划。",
     "state": "opencc",
     "quote": "華德隆並主導推動名為「OneGS 3.0」的AI驅動轉型計畫"
    },
    {
     "text": "自2018年以来高盛股价已成长逾三倍。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619478",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4214702-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135515,
   "anchor": "n3135515",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135515",
   "title": "油价破百与升息双杀！债券、邮轮、贵金属沦Q3最大输家 赢家竟有比特币和科技股",
   "title_state": "opencc",
   "summary": "受伊朗战争影响，油价破百与升息导致债券、邮轮及贵金属在Q3大跌，但科技股、能源股与比特币逆势上涨，标普500指数全年累计涨幅近12%。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "Vanguard追踪美国整体债券市场的ETF今年来下跌5%",
     "state": "opencc",
     "quote": "Vanguard追蹤美國整體債券市場的ETF今年來下跌5%"
    },
    {
     "text": "挪威邮轮(NCLH-US)第3季下跌31%",
     "state": "opencc",
     "quote": "挪威郵輪(Norwegian Cruise Line)(NCLH-US)第3季下跌31%"
    },
    {
     "text": "Meta与微软等大型科技股第3季大幅上涨，分别上涨29%与38%",
     "state": "opencc",
     "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)第3季大涨51%",
     "state": "opencc",
     "quote": "第3季Phillips 66(PSX-US)第3季大漲51%"
    },
    {
     "text": "比特币单季大涨逾40%",
     "state": "opencc",
     "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": "黄金期货9月下跌逾6%",
     "state": "opencc",
     "quote": "黃金期貨9月下跌逾6%"
    },
    {
     "text": "标普500指数第3季上涨2%",
     "state": "opencc",
     "quote": "檢視第3季表現，標普500指數上漲2%"
    },
    {
     "text": "追踪市场对债券波动预期的「恐慌指针」9月大涨约47%",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619176",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135516,
   "anchor": "n3135516",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135516",
   "title": "凱基證券全面转型 陪伴年轻投资人从选择开始累积",
   "title_state": "opencc",
   "summary": "凱基證券宣布以「选择凯基，开始累积」为品牌理念进行全面转型，涵盖数字平台优化、人才升级、AI技术应用及社会责任实践，旨在陪伴年轻投资人累积未来。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "凱基證券提出「选择凯基，开始累积」的品牌理念，并发布全新品牌广告。",
     "state": "opencc",
     "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": "凱基證券对「随身e策略」APP进行改版，强调全新接口与体验。",
     "state": "opencc",
     "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": "凱基證券总经理林志宏表示「开始累积」包含客户信任与专业实力的长期深化。",
     "state": "opencc",
     "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": "凱基證券推动Business Analyst（BA）培育课程及专业财富顾问团队培育计划。",
     "state": "opencc",
     "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": "凱基證券净滩活动成果连续五年居金融业之冠。",
     "state": "opencc",
     "quote": "其中的淨灘活動成果已連續五年居金融業之冠"
    },
    {
     "text": "凱基證券赞助多项重要赛事转播及体育新闻台节目。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619515",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135517,
   "anchor": "n3135517",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135517",
   "title": "《价值型投资 最新产业研究报告》國巨 (2327-TW) 高端电容需求续强，涨价与转单接力",
   "title_state": "opencc",
   "summary": "摩爾投顧分析师蔡庆龙指出國巨(2327-TW)营收连六个月创新高，AI服务器升级驱动高端电容需求，公司自7月启动新一轮电容调价。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "國巨(2327-TW)营收已连续六个月创新高",
     "state": "opencc",
     "quote": "國巨 (2327-TW) 的營收已經連續六個月創新高"
    },
    {
     "text": "國巨8月营收163.32亿元，月增1.2%、年增51.8%",
     "state": "opencc",
     "quote": "8月營收163.32億元，月增1.2%、年增51.8%"
    },
    {
     "text": "國巨前八月累计营收1,150.85亿元，年增34.9%",
     "state": "opencc",
     "quote": "前八月累計1,150.85億元，年增34.9%"
    },
    {
     "text": "國巨第二季营收444.56亿元，季增16.5%，毛利率38.5%",
     "state": "opencc",
     "quote": "第二季營收444.56億元，季增16.5%，毛利率38.5%"
    },
    {
     "text": "國巨第二季营收中，钽质电容占23.8%、磁性组件占23.5%、积层陶瓷电容占19.1%",
     "state": "opencc",
     "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": "國巨自7月起展开新一轮电容价格调整",
     "state": "opencc",
     "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": "9月29日TDK与太陽誘電签署合作备忘录，洽谈高端电容与电感的共同开发与制造合作",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619512",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135518,
   "anchor": "n3135518",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135518",
   "title": "AI太会吃内存 三星、美光示警：DRAM明年供应更紧",
   "title_state": "opencc",
   "summary": "三星与美光警示AI带动之HBM需求导致内存供应紧张，HBM产能占比上升排挤传统DRAM。台厂南亞科与華邦電预期缺货延续且供需更紧迫，积极扩产并争取长约以稳定出货。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "三星预估明年HBM占DRAM厂商晶圆总产能比重将由目前约20%升至近30%",
     "state": "opencc",
     "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": "美光客户在长期供应协议下的财务承诺由220亿美元增至320亿美元",
     "state": "opencc",
     "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": "三星已于今年2月量产HBM4并持续扩产",
     "state": "opencc",
     "quote": "三星已於今年2月量產HBM4，並持續擴產"
    },
    {
     "text": "南亞科新厂第一阶段规划于2028年达到月产能3万片",
     "state": "opencc",
     "quote": "新廠第一階段規劃於2028年達到月產能3萬片"
    },
    {
     "text": "華邦電高雄厂模块B扩建计划预计明年1月动工、2029年底量产",
     "state": "opencc",
     "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": "美光首席执行官Sanjay Mehrotra指出订单远超产能",
     "state": "opencc",
     "quote": "美光訂單遠超產能"
    },
    {
     "text": "美光已通过协议锁定2027年大部分HBM产能",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619470",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135519,
   "anchor": "n3135519",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135519",
   "title": "輝達、英特爾联手重金押注！AI光互连新创CScale获1.45亿美元C轮融资",
   "title_state": "opencc",
   "summary": "硅谷AI光互连新创CScale完成1.45亿美元C轮融资，輝達与英特爾資本参投，累计达1.88亿美元，预计2028年交货。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "CScale宣布完成1.45亿美元的C轮融资。",
     "state": "opencc",
     "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)与英特爾(INTC-US)旗下的英特爾資本参与投资。",
     "state": "opencc",
     "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的累计融资金额已达1.88亿美元。",
     "state": "opencc",
     "quote": "截至目前，CScale 的累計融資金額已達 1.88 億美元"
    },
    {
     "text": "CScale预计将于2028年前交付其芯片产品。",
     "state": "opencc",
     "quote": "預計將於 2028 年前交付其晶片產品。"
    },
    {
     "text": "CScale由首席首席技术官Sanjai Kohli创立。",
     "state": "opencc",
     "quote": "由首席技術長 Sanjai Kohli 創立"
    },
    {
     "text": "CScale现由前思科芯片与硬件系统主管Martin Lund出任首席执行官。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619479",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135520,
   "anchor": "n3135520",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135520",
   "title": "〈美光加码台湾〉今后数年营建支出拚全球前五 美光点名亞翔、帆宣等跟着出海",
   "title_state": "opencc",
   "summary": "美光董事长卢东晖宣布公司全球扩产计划，预计未来几年营建支出将居全球前五。面对人力与材料短缺挑战，美光强调与供应链深度合作，并鼓励台湾厂商如亞翔、帆宣等跟进海外市场拓展业务。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "美光点名的台湾合作伙伴包含亞翔、帆宣、漢唐、洋基工程及中鼎。",
     "state": "opencc",
     "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": "帆宣前往美国Boise协助美光进行机台安装。",
     "state": "opencc",
     "quote": "其中，帆宣前進美國Boise，協助美光進行機台安裝"
    },
    {
     "text": "亞翔被引荐至新加坡参与当地先进晶圆厂建设。",
     "state": "opencc",
     "quote": "亞翔則被引薦至新加坡，參與當地先進晶圓廠建設"
    },
    {
     "text": "美光在台湾桃园、台中、铜锣及台南四大基地全面进入建厂、改造与设备装机阶段。",
     "state": "opencc",
     "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": "美光扩产面临的最大挑战之一是工程人力不足，特别是电工、焊工及设备安装工程师短缺。",
     "state": "opencc",
     "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": "漢唐过去曾参与日本广岛新厂的设计与工程咨询。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619490",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135521,
   "anchor": "n3135521",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135521",
   "title": "〈遠東新产品发表会〉中下游回馈正向高端产品需求佳 品牌客户明年动能可期",
   "title_state": "opencc",
   "summary": "遠東新(1402-TW)举办新品发表会，副总黄全亿指出中下游回馈正向，高端产品需求稳健。品牌客户趋向在地化与供应链集中，预期明年动能可期。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "遠東新化纖总部副总经理黄全亿表示，目前中下游客户对需求回馈还算正向，且高端、利基产品不受总体经济压力影响。",
     "state": "opencc",
     "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": "品牌大客户N客户目前正进行改组，方向包含采用绿色材料与集成采购，让成本有机会下降。",
     "state": "opencc",
     "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": "品牌客户A在中国设有当地设计中心，通过在地团队进行产品设计与开发，使其在中国市场成长迅速。",
     "state": "opencc",
     "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": "品牌持续缩短产品开发交期，现在可能需要缩短至一年。",
     "state": "opencc",
     "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": "遠東新在鞋材领域持续扩大布局，鞋材利润表现相对高于服饰。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619495",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135522,
   "anchor": "n3135522",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135522",
   "title": "原油价大涨影响 国际燃油附加费10/7起再涨、长程线冲破3,000元",
   "title_state": "opencc",
   "summary": "交通部民航局宣布因国际燃油价格上涨，国籍航空国际航线燃油附加费自10月7日起调涨。短程涨至37.5美元，长程涨至97.5美元，反映地缘政治紧张对成本的影响。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "交通部民航局宣布国籍航空国际航线客运燃油附加费自10月7日起调涨。",
     "state": "opencc",
     "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": "短程航线燃油附加费由32.5美元调涨为37.5美元，约新台币1,198元。",
     "state": "opencc",
     "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": "长程航线燃油附加费由84.5美元调涨为97.5美元，约新台币3,114元。",
     "state": "opencc",
     "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": "国际航线航空燃油价格由每桶156.79美元调涨为177.89美元。",
     "state": "opencc",
     "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": "此次调涨使燃油附加费从第13级距调整为第15级距。",
     "state": "opencc",
     "quote": "自第13級距調整為第15級"
    },
    {
     "text": "当油价每增加10美元时，短程航线增加2.5美元，长程航线增加6.5美元。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619501",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135523,
   "anchor": "n3135523",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135523",
   "title": "〈焦点股〉華宏布局高附加价值产品有成 亮灯涨停创波段高",
   "title_state": "opencc",
   "summary": "華宏(8240-TW)股价创5个月新高并触及涨停，反映市场对其高附加价值产品布局的乐观预期。上半年税后纯益年增16.83%，PCB电子材料下半年试量产，机能材料营收有望双位数成长，显示公司正成功转型并创建新的成长动能。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "華宏(8240-TW)股价一度亮灯涨停至63元，成交量为7,700张。",
     "state": "opencc",
     "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年上半年税后纯益为1.18亿元，年增16.83%。",
     "state": "opencc",
     "quote": "今(2026)年上半年稅後純益年增16.83％...稅後純益1.18億元"
    },
    {
     "text": "華宏今年上半年合并营收约32.52亿元，年减10.13%。",
     "state": "opencc",
     "quote": "華宏今年上半年合併營收約32.52億元、年減10.13％"
    },
    {
     "text": "華宏机能材料营收占比约13%-14%，预期今年营收有望接近双位数成长。",
     "state": "opencc",
     "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电子材料在下半年进入试量产。",
     "state": "opencc",
     "quote": "PCB電子材料在下半年也進入試量產"
    },
    {
     "text": "華宏机能材料事业部聚焦资通信、电动车、半导体、封装及国防等五大应用领域。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619480",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135524,
   "anchor": "n3135524",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135524",
   "title": "〈焦点股〉日厂被动组件出货畅旺 國巨*飙涨停族群股满面红光",
   "title_state": "opencc",
   "summary": "日本被动组件7月出货畅旺，电容创历史新高，激励台股國巨、華新科等被动组件族群全面走强并多档涨停。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "日本电子零件厂2026年7月被动组件出货额达2657亿日圆，年增27%。",
     "state": "opencc",
     "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": "日本电容7月出货额达1956亿日圆，创2014年度以来历史新高。",
     "state": "opencc",
     "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财年第一季整体接单金额达6739亿日圆，年增56.3%。",
     "state": "opencc",
     "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": "台股被动组件族群中，國巨、華新科、禾伸堂等多档个股攻上涨停。",
     "state": "opencc",
     "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": "村田製作电容订单金额年增85.5%，接单出货比达1.34创近6年新高。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619465",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135525,
   "anchor": "n3135525",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135525",
   "title": "莫德納股价重挫 花旗称今年暴涨500%后是时候卖出",
   "title_state": "opencc",
   "summary": "花旗分析师于9月30日将莫德納评级下调至「卖出」，指其今年暴涨500%后估值过高。尽管皮肤癌疫苗试验结果乐观推升股价，花旗认为当前价格反映不切实际预期，目标价仅设80美元。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "花旗分析师于9月30日将莫德納股票评级下调至「卖出」，理由是今年超规模上涨后估值过高。",
     "state": "opencc",
     "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": "莫德納股价周三下跌逾5%至192.57美元，今年以来大涨逾500%。",
     "state": "opencc",
     "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": "莫德納股价上涨主因是治疗皮肤癌疫苗临床试验结果令人鼓舞。",
     "state": "opencc",
     "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": "花旗认为莫德納股价已反映不切实际的隐含销售预期，难以为当前估值找到合理依据。",
     "state": "opencc",
     "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": "花旗给出的莫德納目标价为80美元，为华尔街最低。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619194",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135526,
   "anchor": "n3135526",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135526",
   "title": "〈美光加码台湾〉美光台湾四大基地同步扩产 台中HBM先进封装二厂本月激活",
   "title_state": "opencc",
   "summary": "美光宣布台湾四大基地同步扩产，台中HBM二厂10月激活，累计投资逾520亿美元以应对AI需求。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "美光台湾董事长卢东晖表示，受惠AI带动内存需求持续强劲，美光正加快全球扩产脚步，台湾桃园、台中、铜锣及台南四大制造基地全面扩建与装机。",
     "state": "opencc",
     "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": "美光台中添加的HBM先进封装二厂预计10月中正式激活。",
     "state": "opencc",
     "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，美光在台累计投资金额已超过新台币1.6兆元、约520亿美元。",
     "state": "opencc",
     "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": "美光桃园Fab 11E已于7月30日动土，预计2028年上线。",
     "state": "opencc",
     "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机台已于9月初开始移入。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619474",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4213411-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135528,
   "anchor": "n3135528",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135528",
   "title": "美债殖利率飙升 债市老将6年来首度翻多：这是价值投资",
   "title_state": "opencc",
   "summary": "Bianco Research总裁Jim Bianco因美债殖利率创20年新高，睽违6年首度看多美债，认为具备价值投资机会。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "Bianco Research总裁Jim Bianco睽违6年来首度转为看多美国公债。",
     "state": "opencc",
     "quote": "他睽違6年來首度轉為看多美國公債。"
    },
    {
     "text": "10年期美债殖利率于周三(30日)攀升至5.29%，创2007年以来新高。",
     "state": "opencc",
     "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": "过去三个月美债殖利率累计上升0.87个百分点，为1994年第一季以来最大季升幅。",
     "state": "opencc",
     "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提高了旗下主动管理指数的利率曝险，存续期间增至逾6年。",
     "state": "opencc",
     "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": "投资人若以目前水准买进10年期美债，未来一年殖利率须升至约6%才能抵销价格跌幅。",
     "state": "opencc",
     "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决策官员在本月实施2023年以来首度升息，并暗示后续还会升息。",
     "state": "opencc",
     "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": "交易员预期未来12个月将升息近4码，使政策利率从略低于4%升至约5%。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6617473",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4213414-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135527,
   "anchor": "n3135527",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135527",
   "title": "好会赚！美商务部长卢特尼克申报去年收入逾2.5亿美元",
   "title_state": "opencc",
   "summary": "美国商务部长卢特尼克申报2025年收入逾2.5亿美元，主要来自前雇主Cantor Fitzgerald的1.92亿美元分配款。他同时处分数亿资产并购入公债基金，保留约40个外部职位。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "卢特尼克在2025年取得至少2.5亿美元的收入。",
     "state": "opencc",
     "quote": "他在 2025 年取得至少 2.5 億美元的收入及其他款項"
    },
    {
     "text": "卢特尼克从Cantor Fitzgerald获得1.92亿美元的分配款。",
     "state": "opencc",
     "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": "卢特尼克出售的资产至少达2.59亿美元。",
     "state": "opencc",
     "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": "卢特尼克买进逾5,000万美元的标普500指数ETF。",
     "state": "opencc",
     "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": "卢特尼克从Newmark获得420万美元薪资与奖金。",
     "state": "opencc",
     "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": "卢特尼克从BGC Group获得1,410万美元薪资与奖金。",
     "state": "opencc",
     "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": "卢特尼克通过BGC限制型股票单位取得逾500万美元。",
     "state": "opencc",
     "quote": "並透過 BGC 限制型股票單位取得逾 500 萬美元"
    },
    {
     "text": "卢特尼克列出约40个持续担任的外部职位。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6619173",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4213413-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138897,
   "anchor": "n3138897",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3138897",
   "title": "皇將(4744)：Changsung Softgel System法人董事、 监察人异动名单(更正)-环球生技月刊",
   "title_state": "opencc",
   "summary": "皇將(4744)公告其代子公司Changsung Softgel System Ltd的法人董事及监察人发生异动，并更正先前公告中新任者简历误植。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "4744",
     "state": "opencc",
     "quote": "4744"
    },
    {
     "text": "115/10/01",
     "state": "opencc",
     "quote": "115/10/01"
    },
    {
     "text": "115年7月23日",
     "state": "opencc",
     "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": "台湾",
   "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": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138896,
   "anchor": "n3138896",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3138896",
   "title": "ABC-KY(6598)法人董事Maxwell Sensors改派代表人Yang Zhang-环球生技月刊",
   "title_state": "opencc",
   "summary": "ABC-KY(6598)公告法人董事Maxwell Sensors改派Yang Zhang为代表人，事实发生日为115/10/01。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "6598",
     "state": "opencc",
     "quote": "6598"
    },
    {
     "text": "115/10/01",
     "state": "opencc",
     "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": "台湾",
   "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": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138895,
   "anchor": "n3138895",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3138895",
   "title": "旭富(4119)法人董事三商投控改派代表人翁翠君-环球生技月刊",
   "title_state": "opencc",
   "summary": "旭富(4119)法人董事三商投控改派代表人翁翠君。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "发生变动日期:115/10/01",
     "state": "opencc",
     "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": "台湾",
   "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": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138894,
   "anchor": "n3138894",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3138894",
   "title": "安基生技(7754)10/15受邀参加富邦綜合證券举办之法人说明会-环球生技月刊",
   "title_state": "opencc",
   "summary": "安基生技(7754)于10月15日受邀参加富邦綜合證券举办之法人说明会。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "10/15",
     "state": "opencc",
     "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": "台湾",
   "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": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138893,
   "anchor": "n3138893",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3138893",
   "title": "彥臣(4732)代理发言人调整为陈奕妤-環球生技月刊",
   "title_state": "opencc",
   "summary": "兴柜公司彥臣(4732)公告代理发言人异动，由林信煌调整为陈奕妤。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "115/10/01",
     "state": "opencc",
     "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": "台湾",
   "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": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138887,
   "anchor": "n3138887",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3138887",
   "title": "彥臣(4732)代理发言人调整为陈奕妤-环球生技月刊",
   "title_state": "opencc",
   "summary": "兴柜公司彥臣(4732)公告代理发言人由林信煌调整为陈奕妤，事实发生日为115/10/01。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "115/10/01",
     "state": "opencc",
     "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": "台湾",
   "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": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3139012,
   "anchor": "n3139012",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3139012",
   "title": "【会务快报】陈相国理事长出席侯明志教授荣任童綜合醫院院长典礼",
   "title_state": "opencc",
   "summary": "陈相国理事长出席侯明志教授荣任童綜合醫院院长典礼。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "第七任",
     "state": "opencc",
     "quote": "第七任"
    },
    {
     "text": "9 月 29 日",
     "state": "opencc",
     "quote": "9 月 29 日"
    },
    {
     "text": "115 年 10 月 1 日",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://www.tma.tw/meeting/meeting_info.asp?/14786.html",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3135988,
   "anchor": "n3135988",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3135988",
   "title": "【会务快报】醫師公會全聯會召开第14届第3次健康传播委员会 医界携手合作推动健康识能纳临床编码 实践",
   "title_state": "opencc",
   "summary": "醫師公會全聯會召开第14届第3次健康传播委员会，医界携手合作推动健康识能纳入临床编码以实践。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "12 小时",
     "state": "opencc",
     "quote": "12 小時"
    },
    {
     "text": "5.5% 的成长率上限",
     "state": "opencc",
     "quote": "5.5% 的成長率上限"
    },
    {
     "text": "1 兆大关",
     "state": "opencc",
     "quote": "1 兆大關"
    },
    {
     "text": "600 亿元的公务预算",
     "state": "opencc",
     "quote": "600 億元的公務預算"
    },
    {
     "text": "三高防治 888",
     "state": "opencc",
     "quote": "三高防治 888"
    },
    {
     "text": "2030 年",
     "state": "opencc",
     "quote": "2030 年"
    },
    {
     "text": "18 位出席",
     "state": "opencc",
     "quote": "18 位出席"
    },
    {
     "text": "Z55.6",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://www.tma.tw/meeting/meeting_info.asp?/14785.html",
   "link_level": "source",
   "link_label": "原文",
   "site_url": null,
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3136249,
   "anchor": "n3136249",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3136249",
   "title": "【イリソ電子工業株式会社】更正有价证券报告书－第60期（2025/04/01－2026/03/31）",
   "title_state": "opencc",
   "summary": "",
   "summary_state": "withheld",
   "facts": [
    {
     "text": "イリソ電子工業株式会社于2026年10月1日提交第60期有价证券报告书。",
     "state": "opencc",
     "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": "日本",
   "source_language": "ja",
   "summary_language": "ja",
   "url": "https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z5N2,,",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4214836-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3138958,
   "anchor": "n3138958",
   "permalink": "https://ainews.idaeo.ai/180m/20261001-15/index-zh-Hans-p9.html#n3138958",
   "title": "吃秋蟹全身发痒？紫苏能救急吗？中医师解析真正抗敏关键 - Heho健康",
   "title_state": "opencc",
   "summary": "秋蟹肥美季节，易过敏或荨麻疹者食用后可能引发不适，中医师解析抗敏关键。",
   "summary_state": "opencc",
   "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://heho.com.tw/archives/387598",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4216082-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}