{
 "edition": "20261002-18",
 "language": "en",
 "period_start": "2026-10-02T18:00:00+09:00",
 "period_end": "2026-10-02T21:00:00+09:00",
 "page": 4,
 "pages": 4,
 "received_in_period": 316,
 "listed_in_period": 316,
 "description": "One place for news and notices from 2 countries/regions: Japan, 167 items from 1 source; Taiwan, 149 items from 4 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": 167,
   "sources": 1
  },
  {
   "code": "TW",
   "name": "Taiwan",
   "items": 149,
   "sources": 4
  }
 ],
 "number_of_items": 16,
 "items": [
  {
   "id": 3158488,
   "anchor": "n3158488",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158488",
   "title": "艾笛森 Posts Highest Q3 Revenue in Nearly 5 Years at NT$780 Million; Auto and Lighting Products See Strong Volume, With Q4 Outlook Still Bright",
   "title_state": "translated",
   "summary": "LED廠艾笛森(3591-TW)2日公布9月營收2.4億元、年增約4成，第三季營收7.8億元創近五年單季新高，車用及照明產品放量驅動營運走強。",
   "summary_state": "original",
   "facts": [
    {
     "text": "艾笛森 reported September revenue of NT$240 million, down 11.8% month on month and up 40.6% year on year.",
     "state": "translated",
     "quote": "艾笛森9月營收2.4億元，月減11.8%、年增40.6%"
    },
    {
     "text": "艾笛森 reported revenue of NT$2.05 billion for the first 9 months, up 16.9% year on year.",
     "state": "translated",
     "quote": "累計前9月營收20.5億元，年增16.9%"
    },
    {
     "text": "艾笛森 saw strong volumes of both automotive and lighting products in the third quarter.",
     "state": "translated",
     "quote": "艾笛森第三季在車用及照明產品皆有放量"
    },
    {
     "text": "艾笛森 is optimistic that its business will strengthen in the fourth quarter and remain strong into next year.",
     "state": "translated",
     "quote": "從客戶反應看好從第四季持續走旺至明年"
    },
    {
     "text": "艾笛森 is actively expanding into new sensor component fields, with applications in drones, camera modules and automotive identification.",
     "state": "translated",
     "quote": "積極布局新領域感測元件，在無人機、相機模組及車用辨識皆有涉略"
    },
    {
     "text": "艾笛森’s sensor components are still in the customer validation stage.",
     "state": "translated",
     "quote": "目前仍在與客戶驗證"
    }
   ],
   "companies": [
    "艾笛森"
   ],
   "published_at": "2026-10-02T18:56:38+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/6620521",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229719-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158489,
   "anchor": "n3158489",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158489",
   "title": "星宇航空 Opens 2 New Direct Japan Routes from Taichung, to Hokkaido and Nagoya",
   "title_state": "translated",
   "summary": "星宇航空 launched its Taichung-Sapporo route today, becoming the only carrier with direct flights to Hokkaido, and announced that its Taichung-Nagoya route will launch on October 25. The company said it is deepening its presence in the Greater Taichung market, with the goal of establishing a second operating base.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "星宇航空(2646-TW) launched its Taichung-Sapporo route today (2).",
     "state": "translated",
     "quote": "星宇航空(2646-TW)今(2)日開航台中-札幌航線"
    },
    {
     "text": "星宇航空 is currently the only airline operating scheduled direct flights from Taichung to Hokkaido.",
     "state": "translated",
     "quote": "成為目前唯一開出台中直飛北海道定期航班的航空公司"
    },
    {
     "text": "星宇航空’s Taichung-Nagoya route will launch on October 25.",
     "state": "translated",
     "quote": "而台中-名古屋航線也即將於10月25日開航"
    },
    {
     "text": "星宇航空’s Taichung-Sapporo route is operated with Airbus A321neo aircraft.",
     "state": "translated",
     "quote": "星宇台中-札幌航線以Airbus A321neo機型執飛"
    },
    {
     "text": "星宇航空 operates 7 flights per week on its Taichung-Sapporo route.",
     "state": "translated",
     "quote": "星宇航空台中-札幌航線每周7班"
    },
    {
     "text": "星宇航空 has expanded its Taichung network to more than 10 international destinations.",
     "state": "translated",
     "quote": "目前在台中的航網已拓展至超過10個國際航點"
    },
    {
     "text": "星宇航空’s CEO is Chai Chien-hua.",
     "state": "translated",
     "quote": "星宇航空執行長翟健華表示"
    },
    {
     "text": "星宇 is partnering with 星野 TOMAMU 度假村 to offer an all-in-one Hokkaido ski vacation package in conjunction with its direct flights from Taichung.",
     "state": "translated",
     "quote": "星宇配合台中直飛航班與星野 TOMAMU 度假村推出一站式北海道滑雪假期"
    }
   ],
   "companies": [
    "星宇航空",
    "星宇航空(2646-TW)",
    "星野 TOMAMU 度假村"
   ],
   "published_at": "2026-10-02T18:55:53+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/6620489",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229721-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158490,
   "anchor": "n3158490",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158490",
   "title": "Trump Worried Weak Yen Hurts U.S. Trade; Takaichi Says Yen Undervaluation Is Itself a Problem",
   "title_state": "translated",
   "summary": "Japanese Prime Minister Sanae Takaichi said U.S. President Donald Trump had pointed out that the weak yen was hurting U.S. trade, and she responded that the yen’s undervaluation was itself a problem. U.S. Treasury Secretary Scott Bessent hinted at rate hikes but made no demands. Japan and the United States have previously intervened jointly in currency markets, and Takaichi stressed that economic stimulus would support the yen.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Japanese Prime Minister Sanae Takaichi said that during a meeting with U.S. President Donald Trump in New York last month, Trump noted that the weak yen was making trade difficult for the United States.",
     "state": "translated",
     "quote": "她上個月在紐約與美國總統川普會談時，被告知日元疲弱正導致美國貿易面臨困境。"
    },
    {
     "text": "In response to Trump, Sanae Takaichi said that, as a general principle, the yen’s undervaluation is itself a problem.",
     "state": "translated",
     "quote": "我則回應，按照一般原則，日元被低估本身就是一個問題。"
    },
    {
     "text": "U.S. Treasury Secretary Scott Bessent said he understood the Japanese government’s economic policy and made no requests regarding its policy direction.",
     "state": "translated",
     "quote": "美國財政部長貝森特(Scott Bessent)曾表示，他理解日本政府的經濟政策，也沒有就政策方向提出任何要求。"
    },
    {
     "text": "Japanese and U.S. authorities jointly intervened in the foreign exchange market when the yen fell to around 164 against the dollar, marking the first joint effort to support the yen in 28 years.",
     "state": "translated",
     "quote": "先前日元兌美元貶至164附近之後，日美當局曾共同介入外匯市場，是雙方美日28年來首次聯手支撐日元。"
    },
    {
     "text": "Sanae Takaichi stressed that Japan would build a robust economy and confidence in the yen by raising its potential growth rate and strengthening its supply capacity.",
     "state": "translated",
     "quote": "我們希望透過大膽投資風險管理與成長領域，提高日本潛在經濟成長率並強化供應能力，以實現強健經濟。我相信，提高日本經濟的競爭力，最終將有助於建立對日元的信心。"
    }
   ],
   "companies": [],
   "published_at": "2026-10-02T18:50:02+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/6620467",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229724-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158491,
   "anchor": "n3158491",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158491",
   "title": "華孚 September Revenue Falls Month on Month and Year on Year to NT$530 Million; Cautious on Next Year as Auto Competition Intensifies",
   "title_state": "translated",
   "summary": "Auto parts housing maker 華孚(6235-TW) reported September revenue of NT$530 million, down both month on month and year on year. Revenue for the first three quarters edged down year on year. With competition in the global auto market intensifying, the company is cautious about next year’s outlook but is optimistic about new model launches and growth in the electric vehicle market.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "華孚 reported September revenue of NT$530 million, down 1.63% month on month and 19.75% year on year.",
     "state": "translated",
     "quote": "華孚9月營收5.3億元，月減1.63%，年減19.75%"
    },
    {
     "text": "華孚 reported revenue of NT$4.835 billion for the first three quarters of this year, down 0.19% year on year.",
     "state": "translated",
     "quote": "累計今年前三季營收48.35億元，年減0.19%"
    },
    {
     "text": "華孚 posted third-quarter revenue of NT$1.618 billion, up 2.41% quarter on quarter and down 4.94% year on year.",
     "state": "translated",
     "quote": "第三季營收16.18億元，季增2.41%，年減4.94%"
    },
    {
     "text": "華孚 is taking a cautious view of next year’s outlook amid intensifying competition in the global auto market.",
     "state": "translated",
     "quote": "受到全球汽車市場競爭加劇影響，對於明年展望先持保守看法"
    },
    {
     "text": "華孚 sees new model launches as a positive signal and expects the electric vehicle market to continue growing.",
     "state": "translated",
     "quote": "不過認為新車型導入是正面訊號，且電動車市場將維持成長"
    }
   ],
   "companies": [
    "華孚",
    "華孚(6235-TW)"
   ],
   "published_at": "2026-10-02T18:44:43+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/6620476",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229725-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158492,
   "anchor": "n3158492",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158492",
   "title": "Will AI Stay Hot Through 2028? 大摩 Offers a Key Answer",
   "title_state": "translated",
   "summary": "大摩 forecasts that the AI capital expenditure cycle will continue through 2028. In the fourth quarter, funds in Taiwan’s stock market are shifting toward smaller and mid-sized electronics stocks in a sector rotation, with shares such as 環球晶 and 華新科 performing strongly. The market is focused on corporate earnings and demand for AI hardware.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "大摩 said the capital expenditure buildout cycle among tech giants is expected to continue through 2028.",
     "state": "translated",
     "quote": "科技巨頭資本支出仍持續上修，相關建設週期可望一路延續至2028年。"
    },
    {
     "text": "Funds in Taiwan’s stock market are rotating from large-cap stocks toward small and mid-sized electronics stocks.",
     "state": "translated",
     "quote": "資金逐步從大型權值與防禦型族群，轉向中小型電子股尋找補漲機會。"
    },
    {
     "text": "環球晶 shares surged 25.9% in just 3 days.",
     "state": "translated",
     "quote": "短短三天大漲25.9%！"
    },
    {
     "text": "華新科 surged more than 30% at its peak during the rally and hit the daily limit-up for two consecutive days.",
     "state": "translated",
     "quote": "波段最高大漲超過30%！昨天漲停，今天也漲停！"
    },
    {
     "text": "臻鼎-KY shares broke out on heavy volume, surging more than 9%.",
     "state": "translated",
     "quote": "今天大漲超過9%，帶量突破！"
    }
   ],
   "companies": [
    "大摩",
    "台積電",
    "環球晶",
    "華新科",
    "臻鼎-KY"
   ],
   "published_at": "2026-10-02T18:37:49+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/6620527",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229727-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158493,
   "anchor": "n3158493",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158493",
   "title": "Gold’s Lucrative Comeback Opportunity: 國巨, 華新科⊕, 天二科⊕, 臻鼎⊕",
   "title_state": "translated",
   "summary": "Taiwan stocks remain bullish amid high-level volatility, unsettled by Middle East tensions and profit-taking but not turning bearish. U.S. PCE came in below expectations, easing pressure for rate hikes. Taiwan’s August export orders hit a record high, with strong AI demand. Investors are advised to watch the AI supply chain, including ASICs, CPO and liquid cooling, and to build positions on pullbacks while monitoring the impact of 台積電’s earnings call.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Taiwan stocks closed up 122 points at 48,475, with trading value of about NT$899.6 billion.",
     "state": "translated",
     "quote": "台股今日呈現「 穩步震盪盤堅上漲 」格局，終場上漲122點、收 48,475 點 ，成交值約 8,996 億元"
    },
    {
     "text": "U.S. PCE rose 3.4% year on year in August, below market expectations.",
     "state": "translated",
     "quote": "美國8月PCE年增 3.4% ，低於市場原先預期"
    },
    {
     "text": "Taiwan’s export orders reached US$102.96 billion in August, a record monthly high.",
     "state": "translated",
     "quote": "台灣8月外銷訂單達 1,029.6 億美元 ，月增5.1%、年增71.4%，創單月歷史新高"
    },
    {
     "text": "台積電第三季營收指引為444～458億美元，毛利率65%～67%。",
     "state": "original",
     "quote": "目前公司對第三季營收指引為 444 ～ 458 億美元 、毛利率65%～67%"
    },
    {
     "text": "Goldman Sachs estimates that hyperscalers’ capital expenditure will total about US$1.2 trillion in 2027.",
     "state": "translated",
     "quote": "Goldman Sachs最新研究甚至估計超大規模雲端業者2027年資本支出約 1.2 兆美元"
    },
    {
     "text": "台積電 will hold its earnings call on October 15.",
     "state": "translated",
     "quote": "台積電 (2330-TW)10/15 法說會 將成為10月最重要基本面催化劑之一"
    }
   ],
   "companies": [
    "國巨",
    "華新科",
    "天二科",
    "臻鼎",
    "台積電",
    "Goldman Sachs",
    "倫元投顧"
   ],
   "published_at": "2026-10-02T18:32:37+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/6620524",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229728-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158494,
   "anchor": "n3158494",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158494",
   "title": "華為 Official: 昇騰 AI Chips Have Surpassed 輝達 in China Market Share",
   "title_state": "translated",
   "summary": "華為 rotating chairman Xu Zhijun said at the Huawei Connect conference on September 17, 2026, that 昇騰 AI chips had reached a 50% share of the Chinese market, surpassing 輝達’s 8%. 華為 said it had overcome manufacturing process constraints through new architectures and interconnect technologies, and claimed that the software ecosystem gap was narrowing, establishing a path toward supply chain self-reliance.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "華為’s 昇騰 series of AI chips has reached a 50% share of the Chinese market.",
     "state": "translated",
     "quote": "華為昇騰系列 AI 晶片在中國市場的市佔率已達 50%"
    },
    {
     "text": "輝達(NVDA-US) has an 8% share of the Chinese market.",
     "state": "translated",
     "quote": "一舉超越美商輝達(NVDA-US)的 8%"
    },
    {
     "text": "In 2022, 輝達 held a 95% share of the Chinese market, while Ascend held just 3%.",
     "state": "translated",
     "quote": "相較於 2022 年輝達獨佔中國 95% 市佔率、昇騰僅佔 3% 的局面"
    },
    {
     "text": "華為 unveils the Peerium computing architecture, which supports peer-to-peer interconnection among up to one million processors.",
     "state": "translated",
     "quote": "可支援多達一百萬個處理器實現對等互連"
    },
    {
     "text": "華為's Atlas 950 SuperPoD supernode, featuring 256,000 computing cards, is undergoing deployment testing.",
     "state": "translated",
     "quote": "針對華為正部署測試的 25.6 萬張計算卡 Atlas 950 SuperPoD 超級節點"
    },
    {
     "text": "Xu Zhijun said that self-sufficiency in chips is an inevitable path forward.",
     "state": "translated",
     "quote": "推動晶片與半導體價值鏈的全面自給自足是必然的前進道路"
    }
   ],
   "companies": [
    "華為",
    "輝達",
    "NVDA-US",
    "海思"
   ],
   "published_at": "2026-10-02T18:30:05+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/6620399",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229733-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158495,
   "anchor": "n3158495",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158495",
   "title": "重返純網銀戰場！許柏林出任樂天銀行董座 跨領域經歷備受矚目",
   "title_state": "original",
   "summary": "國票金控宣布許柏林接任樂天銀行董事長，小泉大祐接任發言人。此人事變動源於國票金控公股過半及董總改選後的集團內部調整。",
   "summary_state": "original",
   "facts": [
    {
     "text": "國票金控 issued a material information announcement on behalf of its subsidiary 樂天國際商業銀行, naming Hsu Po-lin as chair.",
     "state": "translated",
     "quote": "國票金控(2889-TW)今(2)日代子公司樂天國際商業銀行發布重訊公告，樂天銀行董事會正式決議，選任國票金控代表人許柏林接任董事長"
    },
    {
     "text": "Daisuke Koizumi, director of the Finance and Corporate Services Division, will take over as spokesperson for 樂天銀行.",
     "state": "translated",
     "quote": "此外，樂天銀行發言人一職則由財務暨企業服務處處長小泉大祐接任。"
    },
    {
     "text": "After 國票金控 completed its board re-election at this year's shareholders' meeting, state-owned shareholders secured a majority stake.",
     "state": "translated",
     "quote": "本次高層人事異動源於國票金控今年股東會完成改選後，公股拿下過半股權"
    },
    {
     "text": "Former chair Wang Shih-hsi left before completing 9 months in the role and returned to his post at the bill-finance subsidiary.",
     "state": "translated",
     "quote": "針對樂天銀行前董事長王世熙上任未滿9個月離職...辭去樂天銀行董事長後歸建回任票券子公司。"
    },
    {
     "text": "Hsu Po-lin was appointed president of 將來銀行 in 2021.",
     "state": "translated",
     "quote": "值得注意是，許柏林 2021 年曾出任將來銀行總經理。"
    }
   ],
   "companies": [
    "國票金控",
    "樂天國際商業銀行",
    "樂天銀行",
    "華南銀行",
    "將來銀行"
   ],
   "published_at": "2026-10-02T18:13:59+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/6620469",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229738-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158496,
   "anchor": "n3158496",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158496",
   "title": "It takes time for the effects to spread: from government bonds to corporate bonds, and from mortgages to the stock market as earnings briefings approach.",
   "title_state": "translated",
   "summary": "范振峰, an analyst at 永誠資產管理處, said surging interest rates are being transmitted to the real economy through three channels: government bonds, corporate bonds and mortgages. AI financing demand is pushing up spreads, while record-high mortgage rates are curbing domestic demand. The earnings season is set to reveal pressure from interest costs.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "The bond market continued to face selling pressure this week, with short-term yields rising rapidly and long-term yields moving higher.",
     "state": "translated",
     "quote": "本週債市持續遭到調節賣壓衝擊，自過去1個月短債快速上升...長債利率走揚的方式"
    },
    {
     "text": "Investment-grade corporate bond spreads also widened this week, but did not break through the highs of the March-April swing.",
     "state": "translated",
     "quote": "投等級公司債利差也在本週同步擴大...不過還沒有突破3~4月波段高點"
    },
    {
     "text": "Freddie Mac's 30-year mortgage rate recently topped 7%, reaching a high of 7.5% at one point.",
     "state": "translated",
     "quote": "指標性的房地美30年期房貸利率如下圖，在近期突破7%，一度在9/31來到最高7.5%"
    },
    {
     "text": "The number of new mortgage applications in the U.S. housing market fell for 4 consecutive weeks, while existing-home sales in August hit a 14-month low.",
     "state": "translated",
     "quote": "美國房市的新增房貸件數連續4週下滑，8 月成屋銷售已經是14個月新低"
    },
    {
     "text": "CDS for CSPs and AI Neoclouds all hit record highs, while investment-grade bonds saw successive breaks below trendlines in July and September, triggering a broad sell-off.",
     "state": "translated",
     "quote": "CSP、AI Neocloud的CDS全數創新高...投等級7月、9月陸續出現破線多殺多"
    },
    {
     "text": "站上50MA家數比短短1個半月從70%滑落至20%。",
     "state": "original",
     "quote": "包含站上50MA家數比，短短1個半月從70%滑落至20%"
    },
    {
     "text": "永誠資產管理處 is the only department among securities investment advisory firms legally licensed by Taiwan's Financial Supervisory Commission to pioneer asset management.",
     "state": "translated",
     "quote": "「永誠資產管理處」是全台合法擁有金管字號的證券投資顧問公司中「唯一首創資產管理的部門」"
    }
   ],
   "companies": [
    "永誠資產管理處",
    "CSP廠商",
    "AI Neocloud"
   ],
   "published_at": "2026-10-02T18:09:50+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/6620478",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229743-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158232,
   "anchor": "n3158232",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158232",
   "title": "A rebound in Treasuries fails to mask the tightening backdrop! Wall Street warns that tonight's jobs report may need to “collapse” to reverse rate-hike pricing.",
   "title_state": "translated",
   "summary": "A rebound in the U.S. Treasury market is masking the tightening backdrop, with Wall Street warning that only a collapse in the nonfarm payrolls data can reverse rate-hike pricing.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "The 10-year Treasury yield retreated from a 24-year high, fluctuating near 5.25% ahead of European stock trading.",
     "state": "translated",
     "quote": "10年期也從5.34%左右的2002年來最高水準回落，在歐洲股市交易盤前於5.25%附近波動。"
    },
    {
     "text": "The U.S. bond market, valued at about $32 trillion, is undergoing an unusually sharp correction by recent standards.",
     "state": "translated",
     "quote": "規模約32兆美元的美債市場正經歷近年來少見的劇烈調整。"
    },
    {
     "text": "Fed Vice Chair Williams said labor market conditions had stabilized and there was no need to rush to raise rates again in October.",
     "state": "translated",
     "quote": "Fed副主席威廉斯周四說...他並指出，裁員人數維持低位、職缺數量整體略微回升，勞動市場狀況已穩定下來。"
    },
    {
     "text": "Traders estimate about a 25% chance of a 1-basis-point rate hike by the Fed this month, while a December hike is already fully priced in by the market.",
     "state": "translated",
     "quote": "交易員預估Fed本月升息1碼機率約25%，一週前一度接近70%，但12月升息仍已被市場充分定價。"
    },
    {
     "text": "The market widely expects nonfarm payrolls to increase by about 90,000 in September, with the unemployment rate expected to remain at 4.1%.",
     "state": "translated",
     "quote": "市場普遍預期9月非農就業人數增加約9萬人...失業率預計維持在4.1%，為一年來最低水準。"
    },
    {
     "text": "Steve Boothe, head of investment-grade bonds at T. Rowe Price, believes job growth may need to approach zero or turn negative to change interest-rate trading.",
     "state": "translated",
     "quote": "新增就業人數恐需接近於零，甚至轉負，且薪資數據也明顯弱於預期，才能改變當前的利率交易。"
    },
    {
     "text": "The Fed raised its federal funds target range by 1 basis point last month to 3.75%—4%.",
     "state": "translated",
     "quote": "Fed上月已將聯邦基金利率目標區間調高1碼至3.75%—4%"
    }
   ],
   "companies": [
    "T. Rowe Price",
    "BMO Capital Markets",
    "Federated Hermes",
    "路透社",
    "CNBC"
   ],
   "published_at": "2026-10-02T18:00:07+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/6620387",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229801-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158233,
   "anchor": "n3158233",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158233",
   "title": "中磊 enters Europe's Network X show, unveiling Wi-Fi 8 and 50G PON next-generation broadband technology.",
   "title_state": "translated",
   "summary": "中磊(5388-TW) announced it will participate in the 2026 Network X show, to be held in Vienna in October, showcasing 50G PON, Wi-Fi 8 and AI technologies to advance next-generation broadband applications.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "中磊(5388-TW) announced it will participate in the 2026 Network X show.",
     "state": "translated",
     "quote": "電信寬頻設備大廠中磊(5388-TW)宣布，將於10月13日至15日遠赴奧地利維也納，盛大參展歐洲指標性通訊盛會2026 Network X。"
    },
    {
     "text": "中磊 will showcase next-generation Wi-Fi 8, artificial intelligence and 50G PON technologies at the event.",
     "state": "translated",
     "quote": "中磊將在展會現場動態展示包括次世代Wi-Fi 8、人工智慧以及50G PON等最新前瞻技術"
    },
    {
     "text": "中磊's 50G PON products can coexist with existing XGS-PON and GPON systems.",
     "state": "translated",
     "quote": "展示其與現有XGS-PON及GPON共存於同一光纖基礎建設的運作架構"
    },
    {
     "text": "中磊 has publicly unveiled for the first time innovative applications enabled by Wi-Fi 8.",
     "state": "translated",
     "quote": "中磊將首度公開賦能Wi-Fi 8的創新技術應用"
    },
    {
     "text": "Wi-Fi 8 technology is designed for home environments with high data loads.",
     "state": "translated",
     "quote": "專門針對高資料量負載的家庭環境設計"
    },
    {
     "text": "中磊 is deeply integrating AI into its connectivity architecture.",
     "state": "translated",
     "quote": "同時，中磊亦將AI人工智慧深度融合於連線架構中"
    }
   ],
   "companies": [
    "中磊",
    "中磊(5388-TW)"
   ],
   "published_at": "2026-10-02T17:50:53+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/6620466",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229802-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158234,
   "anchor": "n3158234",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158234",
   "title": "映泰看好工業電腦業務年增8成 美洲大案明年迎收割",
   "title_state": "original",
   "summary": "At an investor conference, 映泰 Vice President Lin Kun-te said the company will push ahead with its industrial computer business to offset rising component costs and expects smart city projects in the Americas to provide new momentum next year.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "映泰 generated about NT$200 million in industrial computer revenue for all of last year, and had already reached NT$180 million in the first half of this year.",
     "state": "translated",
     "quote": "去年全年工業電腦營收約2億元，今年上半年已達1.8億元"
    },
    {
     "text": "映泰 expects full-year industrial computer revenue to reach about NT$360 million, up approximately 80% year over year.",
     "state": "translated",
     "quote": "全年營收可望達約3.6億元，年增率估達80%左右"
    },
    {
     "text": "Industrial computers now officially account for more than half of total gross profit.",
     "state": "translated",
     "quote": "目前工業電腦對整體營業毛利的貢獻度已正式跨過一半"
    },
    {
     "text": "英特爾 raised processor prices starting in late August, with a significant increase.",
     "state": "translated",
     "quote": "英特爾自8月底調漲處理器價格且漲幅顯著"
    },
    {
     "text": "映泰 has secured 2 large smart city projects in the Americas that are at a relatively advanced stage of development.",
     "state": "translated",
     "quote": "映泰目前於美洲市場掌握兩項成熟度較高的大型智慧城市專案"
    }
   ],
   "companies": [
    "映泰",
    "元澄半導體",
    "英特爾",
    "輝達"
   ],
   "published_at": "2026-10-02T17:45:53+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/6620459",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229803-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158235,
   "anchor": "n3158235",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158235",
   "title": "Hong Kong stocks after the close: Treasury surge and mainland funds' holiday absence deal a double blow, sending the Hang Seng Index down 2.6% and below the 24,000 mark.",
   "title_state": "translated",
   "summary": "Hong Kong's 3 major indexes were weak on Friday, hit by surging Treasury yields and the absence of mainland Chinese capital during the holiday, with the Hang Seng Index falling below 24,000. Financial and tech stocks broadly declined, while select thematic stocks such as 賽力斯 and ASMPT bucked the trend.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "The Hang Seng Index plunged 2.60% at Friday's close to 23,972.29 points, falling below the 24,000 mark.",
     "state": "translated",
     "quote": "恒生指數收盤大跌2.60%或668點，收報23,972.29點...失守24,000點關卡"
    },
    {
     "text": "The U.S. 10-year Treasury yield surged to its highest level since 2002, adding to global monetary tightening pressure on Hong Kong stocks.",
     "state": "translated",
     "quote": "受美國10年期國債收益率飆升至2002年以來新高帶來的全球緊縮壓力影響"
    },
    {
     "text": "International financial stocks were hit by surging bond yields and rising financing costs, making them the biggest drag on the broader market.",
     "state": "translated",
     "quote": "國際金融股受債息飆升壓抑風險偏好及融資成本上升衝擊，成為大盤最大拖累"
    },
    {
     "text": "滙豐控股 plunged 5.38%, with turnover reaching HK$3.741 billion. The stock was also affected by concerns that the UK banking industry could face higher taxes.",
     "state": "translated",
     "quote": "滙豐控股重挫5.38%（成交額達37.41億港元）...同時受到市場對英國銀行業可能面臨加稅政策的擔憂影響"
    },
    {
     "text": "賽力斯 surged 6.44% against the trend, mainly after 華為 and 賽力斯 announced a new 5-year cooperation agreement.",
     "state": "translated",
     "quote": "賽力斯逆勢暴漲6.44%，主因華為與賽力斯宣佈簽署新五年合作協議"
    },
    {
     "text": "Semiconductor equipment maker ASMPT surged 8.13%, reflecting investor preference for AI infrastructure and advanced packaging equipment.",
     "state": "translated",
     "quote": "半導體設備廠ASMPT大升8.13%，顯示資金對AI基建與先進封裝裝備的偏好"
    },
    {
     "text": "With mainland China's stock markets closed for the National Day Golden Week holiday, the market was temporarily without potential support from “northbound” capital.",
     "state": "translated",
     "quote": "同時，適逢中國內地股市因十一黃金周休市，市場暫時失去了「北水」資金的潛在支持"
    }
   ],
   "companies": [
    "友邦保險",
    "渣打集團",
    "滙豐控股",
    "香港交易所",
    "建設銀行",
    "中銀香港",
    "嗶哩嗶哩",
    "快手",
    "小米集團",
    "騰訊控股",
    "阿里巴巴",
    "碧桂園",
    "新濠國際發展",
    "美高梅中國",
    "賽力斯",
    "華為",
    "理想汽車",
    "長飛光纖光纜",
    "ASMPT"
   ],
   "published_at": "2026-10-02T17:42:48+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/6620465",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229804-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158236,
   "anchor": "n3158236",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158236",
   "title": "Semiconductor roots and the data center boom: Malaysia's new role in reshaping the global technology supply chain.",
   "title_state": "translated",
   "summary": "Reports from institutions including DBS Bank say Malaysia is a key beneficiary of the reshaping of global technology supply chains, thanks to its semiconductor roots and data center investment. The government is advancing the MD2030 blueprint, aiming to transform the country into an AI nation by 2030, and is using NACX to improve access to computing power and drive economic growth.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "Malaysia handles about 13% of the global chip packaging and testing market.",
     "state": "translated",
     "quote": "馬來西亞承接了全球約 13% 的晶片封裝測試市場"
    },
    {
     "text": "2021 年至 2025 年年中，馬來西亞已核準超過 1,440 億令吉的資料中心與雲端投資。",
     "state": "original",
     "quote": "2021 年至 2025 年年中，馬來西亞已核準超過 1,440 億令吉的資料中心與雲端投資"
    },
    {
     "text": "Penang has been hailed as the “Silicon Valley of the East” since the 1970s.",
     "state": "translated",
     "quote": "檳城自 1970 年代起便被譽為「東方矽谷」"
    },
    {
     "text": "The report forecasts that Malaysia's GDP will grow at an average annual rate of 4.3% from 2026 to 2035.",
     "state": "translated",
     "quote": "報告預測馬來西亞在 2026 至 2035 年間的 GDP 年均成長率將達 4.3%"
    },
    {
     "text": "The Malaysian government plans to launch the National AI Computing Exchange (NACX) in the first quarter of 2027.",
     "state": "translated",
     "quote": "政府計畫於 2027 年第一季推出「國家 AI 算力交易所」(NACX)"
    },
    {
     "text": "Malaysia has set a goal of transforming itself into an inclusive and sustainable “AI nation” by 2030.",
     "state": "translated",
     "quote": "馬來西亞已確立在 2030 年轉型為包容且永續「AI 國家」(AI Nation) 的目標"
    },
    {
     "text": "The aim is to increase the digital economy's contribution to GDP to 30% by 2030.",
     "state": "translated",
     "quote": "預計於 2030 年將數位經濟對 GDP 的貢獻提升至 30%"
    }
   ],
   "companies": [
    "星展銀行 (DBS)",
    "貝恩諮詢 (Bain & Company)",
    "Vriens & Partners",
    "英特爾",
    "英飛凌",
    "微軟",
    "Google",
    "亞馬遜 AWS",
    "戴爾科技",
    "Meta",
    "YTL AI Labs",
    "Sosa Research",
    "馬來西亞數位發展局 (MDEC)"
   ],
   "published_at": "2026-10-02T17:20:06+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/6620262",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229461-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158237,
   "anchor": "n3158237",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158237",
   "title": "Nonfarm payrolls due tonight! Wall Street estimates an 84,000 increase; Fed may hold steady.",
   "title_state": "translated",
   "summary": "The U.S. is about to release September nonfarm payrolls data, with the market forecasting an increase of 84,000. Federal Reserve officials have stressed that the labor market is stabilizing, with attention shifting to inflation. Markets expect the 聯準會 may wait until December to adjust rates.",
   "summary_state": "translated",
   "facts": [
    {
     "text": "The 美國勞工統計局 will release its September nonfarm payrolls report at 8:30 a.m. Eastern time on Friday (the 2nd).",
     "state": "translated",
     "quote": "美國勞工統計局 (BLS) 將於美東時間週五 (2 日) 上午 8 時 30 分...公布 9 月非農就業報告。"
    },
    {
     "text": "The market expects nonfarm payrolls to increase by 84,000 in September, with the unemployment rate holding at 4.1%.",
     "state": "translated",
     "quote": "根據道瓊調查的市場共識，經濟學家預估，9 月非農就業人數將新增 8.4 萬人，失業率則維持在 4.1%。"
    },
    {
     "text": "A Glassdoor survey showed employee confidence fell to a record low in September.",
     "state": "translated",
     "quote": "求職網站 Glassdoor 最新調查顯示，9 月員工信心指數降至歷史新低，也是今年第 3 次改寫新低紀錄。"
    },
    {
     "text": "A Challenger, Gray & Christmas report showed that the number of layoffs announced by companies in September fell 18% from August.",
     "state": "translated",
     "quote": "就業顧問機構 Challenger, Gray & Christmas 週四公布的報告也顯示，9 月企業宣布的裁員人數較 8 月減少 18%"
    }
   ],
   "companies": [
    "美國勞工統計局",
    "道瓊",
    "聯準會",
    "安聯貿易",
    "Glassdoor",
    "Challenger, Gray & Christmas"
   ],
   "published_at": "2026-10-02T17:10:03+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/6620006",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4229454-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158747,
   "anchor": "n3158747",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-en-p4.html#n3158747",
   "title": "Kidney problems affecting your gut too? Doctor explains the “gut-kidney axis” and dietary solutions - Heho Health",
   "title_state": "translated",
   "summary": "Recent studies have found that chronic kidney disease and gut microbiota have a bidirectional relationship, and impaired kidney function can lead to changes in gut health.",
   "summary_state": "translated",
   "facts": [],
   "companies": [],
   "published_at": "2026-10-02T18:05:43+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/387666",
   "link_level": "source",
   "link_label": "Original",
   "site_url": "https://ainews.idaeo.ai/a/4230278-en.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}