{
 "edition": "20261002-18",
 "language": "zh-Hans",
 "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": "这里一次整合 2 个国家／地区的新闻与公告：日本 1 个来源 167 条、台湾 4 个来源 149 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": 167,
   "sources": 1
  },
  {
   "code": "TW",
   "name": "台湾",
   "items": 149,
   "sources": 4
  }
 ],
 "number_of_items": 16,
 "items": [
  {
   "id": 3158488,
   "anchor": "n3158488",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158488",
   "title": "艾笛森Q3营收7.8亿元创近5年新高 车用、照明产品放量Q4持续看旺",
   "title_state": "opencc",
   "summary": "LED厂艾笛森(3591-TW)2日公布9月营收2.4亿元、年增约4成，第三季营收7.8亿元创近五年单季新高，车用及照明产品放量驱动营运走强。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "艾笛森9月营收为2.4亿元，月减11.8%、年增40.6%。",
     "state": "opencc",
     "quote": "艾笛森9月營收2.4億元，月減11.8%、年增40.6%"
    },
    {
     "text": "艾笛森累计前9月营收20.5亿元，年增16.9%。",
     "state": "opencc",
     "quote": "累計前9月營收20.5億元，年增16.9%"
    },
    {
     "text": "艾笛森第三季在车用及照明产品皆有放量。",
     "state": "opencc",
     "quote": "艾笛森第三季在車用及照明產品皆有放量"
    },
    {
     "text": "艾笛森看好第四季营运走强，并延续至明年。",
     "state": "opencc",
     "quote": "從客戶反應看好從第四季持續走旺至明年"
    },
    {
     "text": "艾笛森积极布局新领域传感组件，应用于无人机、相机模块及车用辨识。",
     "state": "opencc",
     "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": "艾笛森传感组件目前仍在与客户验证阶段。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620521",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229719-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158489,
   "anchor": "n3158489",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158489",
   "title": "星宇航空在台中开二大直飞日本航点 飞北海道、名古屋",
   "title_state": "opencc",
   "summary": "星宇航空今日开航台中-札幌航线，成为唯一直飞北海道业者，并预告10月25日开航台中-名古屋。公司强调深耕大台中市场，目标创建第二营运基地。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "星宇航空(2646-TW)于今(2)日开航台中-札幌航线。",
     "state": "opencc",
     "quote": "星宇航空(2646-TW)今(2)日開航台中-札幌航線"
    },
    {
     "text": "星宇航空是 currently 唯一开出台中直飞北海道定期航班的航空公司。",
     "state": "opencc",
     "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": "星宇航空台中-名古屋航线将于10月25日开航。",
     "state": "opencc",
     "quote": "而台中-名古屋航線也即將於10月25日開航"
    },
    {
     "text": "星宇航空台中-札幌航线以Airbus A321neo机型执飞。",
     "state": "opencc",
     "quote": "星宇台中-札幌航線以Airbus A321neo機型執飛"
    },
    {
     "text": "星宇航空台中-札幌航线每周营运7班。",
     "state": "opencc",
     "quote": "星宇航空台中-札幌航線每周7班"
    },
    {
     "text": "星宇航空在台中的航网已拓展至超过10个国际航点。",
     "state": "opencc",
     "quote": "目前在台中的航網已拓展至超過10個國際航點"
    },
    {
     "text": "星宇航空首席执行官为翟健华。",
     "state": "opencc",
     "quote": "星宇航空執行長翟健華表示"
    },
    {
     "text": "星宇配合台中直飞航班与星野 TOMAMU 度假村推出一站式北海道滑雪假期。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620489",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229721-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158490,
   "anchor": "n3158490",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158490",
   "title": "川普忧弱势日元冲击美贸易 高市：日元低估本身就是问题",
   "title_state": "opencc",
   "summary": "日本首相高市早苗透露，美国总统川普指出日元疲弱冲击美国贸易，高市回应日元低估本身即为问题。美方财长贝森特虽暗示升息但未提要求，日美曾联手干预汇市，高市强调通过经济振兴支撑日元。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "日本首相高市早苗透露上月在纽约与美国总统川普会谈时，川普指出日元疲弱导致美国贸易面临困难。",
     "state": "opencc",
     "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": "高市早苗回应川普时表示，按照一般原则，日元被低估本身就是一个问题。",
     "state": "opencc",
     "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": "美国财政部长贝森特表示理解日本政府的经济政策，且未就政策方向提出任何要求。",
     "state": "opencc",
     "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": "日美当局曾在日元兑美元贬至164附近时共同介入外汇市场，为28年来首次联手支撑日元。",
     "state": "opencc",
     "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": "高市早苗强调将通过提高日本潜在经济成长率并强化供应能力，来实现强健经济并创建对日元的信心。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620467",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229724-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158491,
   "anchor": "n3158491",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158491",
   "title": "華孚9月营收5.3亿元年月双减 汽车竞争加剧对明年展望保守",
   "title_state": "opencc",
   "summary": "车用机壳厂華孚(6235-TW)公布9月营收5.3亿元，年月双减，累计前三季营收微幅年减。因全球汽车市场竞争加剧，公司对明年展望保守，但看好新车型导入与电动车市场成长。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "華孚9月营收为5.3亿元，月减1.63%，年减19.75%",
     "state": "opencc",
     "quote": "華孚9月營收5.3億元，月減1.63%，年減19.75%"
    },
    {
     "text": "華孚累计今年前三季营收48.35亿元，年减0.19%",
     "state": "opencc",
     "quote": "累計今年前三季營收48.35億元，年減0.19%"
    },
    {
     "text": "華孚第三季营收16.18亿元，季增2.41%，年减4.94%",
     "state": "opencc",
     "quote": "第三季營收16.18億元，季增2.41%，年減4.94%"
    },
    {
     "text": "華孚受到全球汽车市场竞争加剧影响，对于明年展望先持保守看法",
     "state": "opencc",
     "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": "華孚认为新车型导入是正面信号，且电动车市场将维持成长",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620476",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229725-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158492,
   "anchor": "n3158492",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158492",
   "title": "AI一路旺到2028？大摩给出关键答案",
   "title_state": "opencc",
   "summary": "大摩预测AI资本支出周期将持续至2028年，台股第四季资金转向中小型电子股轮动，環球晶、華新科等个股表现亮眼，市场聚焦企业获利与AI硬件需求。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "大摩指出科技巨头资本支出建设周期可望延续至2028年。",
     "state": "opencc",
     "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": "台股资金正从大型权值转向中小型电子股进行族群轮动。",
     "state": "opencc",
     "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": "環球晶股价在短短三天内大涨25.9%。",
     "state": "opencc",
     "quote": "短短三天大漲25.9%！"
    },
    {
     "text": "華新科波段最高大涨超过30%并连续两天涨停。",
     "state": "opencc",
     "quote": "波段最高大漲超過30%！昨天漲停，今天也漲停！"
    },
    {
     "text": "臻鼎-KY股价带量突破并大涨超过9%。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620527",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229727-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158493,
   "anchor": "n3158493",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158493",
   "title": "黄金翻身暴利机会、國巨、華新科⊕、天二科⊕、臻鼎⊕",
   "title_state": "opencc",
   "summary": "台股高档震荡偏多，受中东局势与获利了结干扰但未转空。美国PCE低于预期缓解升息压力。台湾8月外销订单创新高，AI需求强劲。建议关注ASIC、CPO、液冷等AI供应链，采取逢回布局策略，并留意台積電法说会影响。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "台股终场上涨122点，收48,475点，成交值约8,996亿元。",
     "state": "opencc",
     "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": "美国8月PCE年增3.4%，低于市场原先预期。",
     "state": "opencc",
     "quote": "美國8月PCE年增 3.4% ，低於市場原先預期"
    },
    {
     "text": "台湾8月外销订单达1,029.6亿美元，创单月历史新高。",
     "state": "opencc",
     "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": "台積電第三季营收指引为444～458亿美元，毛利率65%～67%。",
     "state": "opencc",
     "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估计超大规模云端业者2027年资本支出约1.2兆美元。",
     "state": "opencc",
     "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": "台積電将于10/15举行法说会。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620524",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229728-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158494,
   "anchor": "n3158494",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158494",
   "title": "華為官方：升腾AI芯片中国份额已超过輝達",
   "title_state": "opencc",
   "summary": "華為轮值董事长徐直军于2026年9月17日全连接大会证实，升腾AI芯片在中国市场份额达50%，超越輝達的8%。華為通过新架构与总线技术突破制程限制，并宣称软件生态差距缩小，确立供应链自主路径。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "華為升腾系列AI芯片在中国市场的市占率已达50%",
     "state": "opencc",
     "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)在中国市场的市占率为8%",
     "state": "opencc",
     "quote": "一舉超越美商輝達(NVDA-US)的 8%"
    },
    {
     "text": "2022年輝達独占中国95%市占率、升腾仅占3%",
     "state": "opencc",
     "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": "華為发表支持多达一百万个处理器实现对等互连的Peerium计算架构",
     "state": "opencc",
     "quote": "可支援多達一百萬個處理器實現對等互連"
    },
    {
     "text": "華為正部署测试的25.6万张计算卡Atlas 950 SuperPoD超级节点",
     "state": "opencc",
     "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": "徐直军表示芯片自给自足是必然的前进道路",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620399",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229733-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158495,
   "anchor": "n3158495",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158495",
   "title": "重返纯网银战场！许柏林出任樂天銀行董座 跨领域经历备受瞩目",
   "title_state": "opencc",
   "summary": "國票金控宣布许柏林接任樂天銀行董事长，小泉大祐接任发言人。此人事变动源于國票金控公股过半及董总改选后的集团内部调整。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "國票金控代子公司樂天國際商業銀行发布重讯公告，许柏林接任董事长。",
     "state": "opencc",
     "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": "樂天銀行发言人职务由财务暨企业服务处处长小泉大祐接任。",
     "state": "opencc",
     "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": "國票金控今年股东会完成改选后，公股拿下过半股权。",
     "state": "opencc",
     "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": "前董事长王世熙上任未满9个月离职，归建回任票券子公司。",
     "state": "opencc",
     "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": "许柏林曾于2021年出任將來銀行总经理。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620469",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229738-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158496,
   "anchor": "n3158496",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158496",
   "title": "扩散需要时间，公债→公司债与房贷→濒临财报法说影响股市",
   "title_state": "opencc",
   "summary": "永誠資產管理處分析师范振峰分析，利率飙升正通过公债、公司债及房贷三条路径传导至实体经济。AI融资需求推升利差，房贷利率创新高抑制内需，财报季即将揭露利息成本压力。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "本周债市持续遭到调节卖压冲击，短债快速上升，长债利率走扬。",
     "state": "opencc",
     "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": "投等级公司债利差在本周同步扩大，但未突破3~4月波段高点。",
     "state": "opencc",
     "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": "房地美30年期房贷利率在近期突破7%，一度来到最高7.5%。",
     "state": "opencc",
     "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": "美国房市的添加房贷件数连续4周下滑，8月成屋销售已经是14个月新低。",
     "state": "opencc",
     "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": "CSP、AI Neocloud的CDS全数创新高，投等级7月、9月陆续出现破线多杀多。",
     "state": "opencc",
     "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家数比短短1个半月从70%滑落至20%。",
     "state": "opencc",
     "quote": "包含站上50MA家數比，短短1個半月從70%滑落至20%"
    },
    {
     "text": "永誠資產管理處是全台合法拥有金管字号的证券投资顾问公司中唯一首创资产管理的部门。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620478",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229743-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158232,
   "anchor": "n3158232",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158232",
   "title": "美债反弹难掩紧缩背景！华尔街警告：今晚非农就业数据恐得「崩盘」 才能扭转升息定价",
   "title_state": "opencc",
   "summary": "美债市场反弹掩盖紧缩背景，华尔街警告需待非农就业数据崩盘才能扭转升息定价。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "10年期美债殖利率从24年高点回落，在欧洲股市交易盘前于5.25%附近波动。",
     "state": "opencc",
     "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": "美国债市规模约32兆美元，正经历近年来少见的剧烈调整。",
     "state": "opencc",
     "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副主席威廉斯表示劳动市场状况已稳定下来，没有必要急于在10月继续升息。",
     "state": "opencc",
     "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": "交易员预估Fed本月升息1码几率约25%，但12月升息仍已被市场充分定价。",
     "state": "opencc",
     "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": "市场普遍预期9月非农就业人数增加约9万人，失业率预计维持在4.1%。",
     "state": "opencc",
     "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": "T. Rowe Price投等债券主管Steve Boothe认为，添加就业人数恐需接近于零甚至转负才能改变利率交易。",
     "state": "opencc",
     "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": "Fed上月已将联邦基金利率目标区间调高1码至3.75%—4%。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620387",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229801-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158233,
   "anchor": "n3158233",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158233",
   "title": "中磊进军欧洲Network X大展 发表Wi-Fi 8与50G PON次世代宽带技术",
   "title_state": "opencc",
   "summary": "中磊(5388-TW)宣布参加10月在维也纳举行的2026 Network X展会，展示50G PON、Wi-Fi 8及AI技术，推动次世代宽带应用。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "中磊(5388-TW)宣布将参加2026 Network X展会。",
     "state": "opencc",
     "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": "中磊将在展会上展示次世代Wi-Fi 8、人工智能以及50G PON技术。",
     "state": "opencc",
     "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": "中磊展示的50G PON产品能与现有XGS-PON及GPON共存。",
     "state": "opencc",
     "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": "中磊首度公开赋能Wi-Fi 8的创新技术应用。",
     "state": "opencc",
     "quote": "中磊將首度公開賦能Wi-Fi 8的創新技術應用"
    },
    {
     "text": "Wi-Fi 8技术针对高数据量负载的家庭环境设计。",
     "state": "opencc",
     "quote": "專門針對高資料量負載的家庭環境設計"
    },
    {
     "text": "中磊将AI人工智能深度融合于连接架构中。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620466",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229802-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158234,
   "anchor": "n3158234",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158234",
   "title": "映泰看好工业电脑业务年增8成 美洲大案明年迎收割",
   "title_state": "opencc",
   "summary": "映泰举行法人说明会，副总经理林坤德表示将全力推进工业电脑业务以抵销零组件成本上涨压力，并预期美洲智能城市项目明年带来新动能。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "映泰去年全年工业电脑营收约2亿元，今年上半年已达1.8亿元。",
     "state": "opencc",
     "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": "映泰工业电脑全年营收预估达约3.6亿元，年增率估达80%左右。",
     "state": "opencc",
     "quote": "全年營收可望達約3.6億元，年增率估達80%左右"
    },
    {
     "text": "目前工业电脑对整体营业毛利的贡献度已正式跨过一半。",
     "state": "opencc",
     "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": "英特爾自8月底调涨处理器价格且涨幅显著。",
     "state": "opencc",
     "quote": "英特爾自8月底調漲處理器價格且漲幅顯著"
    },
    {
     "text": "映泰在美洲市场掌握两项成熟度较高的大型智能城市项目。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620459",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229803-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158235,
   "anchor": "n3158235",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158235",
   "title": "〈港股盘后〉美债飙升与北水休市双重夹击 恒指重挫2.6%失守24000关卡",
   "title_state": "opencc",
   "summary": "港股三大指数周五受美债收益率飙升及北水休市双重夹击而走势疲弱，恒指失守24000点。金融股与科网股普遍下跌，惟賽力斯与ASMPT等特定题材股逆势上涨。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "恒生指数周五收盘大跌2.60%，收报23,972.29点，失守24,000点关卡。",
     "state": "opencc",
     "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": "美国10年期国债收益率飙升至2002年以来新高，对港股造成全球紧缩压力。",
     "state": "opencc",
     "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": "国际金融股受债息飙升及融资成本上升冲击，成为大盘最大拖累。",
     "state": "opencc",
     "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": "滙豐控股重挫5.38%，成交额达37.41亿港元，同时受英国银行业可能面临加税政策担忧影响。",
     "state": "opencc",
     "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": "賽力斯逆势暴涨6.44%，主因華為与賽力斯宣布签署新五年合作协议。",
     "state": "opencc",
     "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": "半导体设备厂ASMPT大升8.13%，反映资金对AI基建与先进封装装备的偏好。",
     "state": "opencc",
     "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": "适逢中国内地股市因十一黄金周休市，市场暂时失去「北水」资金的潜在支持。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620465",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229804-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158236,
   "anchor": "n3158236",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158236",
   "title": "半导体底蕴与数据中心热潮：马来西亚重塑全球科技供应链的新角色",
   "title_state": "opencc",
   "summary": "星展银行等机构发布报告指出，马来西亚凭借半导体底蕴与数据中心投资，成为全球科技供应链重组的关键受益者。政府推动 MD2030 蓝图，目标 2030 年转型为 AI 国家，并通过 NACX 提升算力可及性，带动经济成长。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "马来西亚承接了全球约 13% 的芯片封装测试市场。",
     "state": "opencc",
     "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，马来西亚已核准超过 1,440 亿令吉的数据中心与云端投资。",
     "state": "opencc",
     "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": "槟城自 1970 年代起便被誉为「东方硅谷」。",
     "state": "opencc",
     "quote": "檳城自 1970 年代起便被譽為「東方矽谷」"
    },
    {
     "text": "报告预测马来西亚在 2026 至 2035 年间的 GDP 年均成长率将达 4.3%。",
     "state": "opencc",
     "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": "马来西亚政府计划于 2027 年第一季推出「国家 AI 算力交易所」(NACX)。",
     "state": "opencc",
     "quote": "政府計畫於 2027 年第一季推出「國家 AI 算力交易所」(NACX)"
    },
    {
     "text": "马来西亚确立于 2030 年转型为包容且永续「AI 国家」的目标。",
     "state": "opencc",
     "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": "预计于 2030 年将数字经济对 GDP 的贡献提升至 30%。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620262",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229461-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158237,
   "anchor": "n3158237",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158237",
   "title": "非农今晚登场！华尔街估添加8.4万人 Fed有望按兵不动",
   "title_state": "opencc",
   "summary": "美国即将公布9月非农就业数据，市场预估添加8.4万人。聯準會官员强调劳动市场趋稳，关注点转为通膨，市场预期聯準會可能延后至12月才调整利率。",
   "summary_state": "opencc",
   "facts": [
    {
     "text": "美國勞工統計局将于美东时间周五（2日）上午8时30分公布9月非农就业报告。",
     "state": "opencc",
     "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": "市场预估9月非农就业人数将添加8.4万人，失业率维持在4.1%。",
     "state": "opencc",
     "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": "Glassdoor调查显示9月员工信心指数降至历史新低。",
     "state": "opencc",
     "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": "Challenger, Gray & Christmas报告显示9月企业宣布的裁员人数较8月减少18%。",
     "state": "opencc",
     "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": "台湾",
   "source_language": "zh-TW",
   "summary_language": "zh-TW",
   "url": "https://news.cnyes.com/news/id/6620006",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4229454-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158747,
   "anchor": "n3158747",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hans-p4.html#n3158747",
   "title": "肾不好，肠道也跟着出状况？医解析「肠肾轴」及饮食解方 - Heho健康",
   "title_state": "opencc",
   "summary": "近年研究发现慢性肾脏病与肠道菌丛存在双向影响，肾功能异常会导致肠道状况改变。",
   "summary_state": "opencc",
   "facts": [],
   "companies": [],
   "published_at": "2026-10-02T18:05:43+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/387666",
   "link_level": "source",
   "link_label": "原文",
   "site_url": "https://ainews.idaeo.ai/a/4230278-zh-Hans.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}