{
 "edition": "20261002-18",
 "language": "zh-Hant",
 "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": "這裡一次整合 2 個國家／地區的新聞與公告：日本 1 個來源 167 條、台灣 4 個來源 149 條。每 180 分鐘一期，這期入庫的所有來源、每一條都列出，附原文網址。",
 "countries": [
  {
   "code": "JP",
   "name": "日本",
   "items": 167,
   "sources": 1
  },
  {
   "code": "TW",
   "name": "台灣",
   "items": 149,
   "sources": 4
  }
 ],
 "number_of_items": 16,
 "items": [
  {
   "id": 3158488,
   "anchor": "n3158488",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158488",
   "title": "艾笛森Q3營收7.8億元創近5年新高 車用、照明產品放量Q4持續看旺",
   "title_state": "source",
   "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": "source",
   "facts": [
    {
     "text": "艾笛森9月營收為2.4億元，月減11.8%、年增40.6%。",
     "state": "source",
     "quote": "艾笛森9月營收2.4億元，月減11.8%、年增40.6%"
    },
    {
     "text": "艾笛森累計前9月營收20.5億元，年增16.9%。",
     "state": "source",
     "quote": "累計前9月營收20.5億元，年增16.9%"
    },
    {
     "text": "艾笛森第三季在車用及照明產品皆有放量。",
     "state": "source",
     "quote": "艾笛森第三季在車用及照明產品皆有放量"
    },
    {
     "text": "艾笛森看好第四季營運走強，並延續至明年。",
     "state": "source",
     "quote": "從客戶反應看好從第四季持續走旺至明年"
    },
    {
     "text": "艾笛森積極布局新領域感測元件，應用於無人機、相機模組及車用辨識。",
     "state": "source",
     "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": "艾笛森感測元件目前仍在與客戶驗證階段。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158489,
   "anchor": "n3158489",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158489",
   "title": "星宇航空在台中開二大直飛日本航點 飛北海道、名古屋",
   "title_state": "source",
   "summary": "星宇航空今日開航台中-札幌航線，成為唯一直飛北海道業者，並預告10月25日開航台中-名古屋。公司強調深耕大台中市場，目標建立第二營運基地。",
   "summary_state": "source",
   "facts": [
    {
     "text": "星宇航空(2646-TW)於今(2)日開航台中-札幌航線。",
     "state": "source",
     "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 唯一開出台中直飛北海道定期航班的航空公司。",
     "state": "source",
     "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-名古屋航線將於10月25日開航。",
     "state": "source",
     "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-札幌航線以Airbus A321neo機型執飛。",
     "state": "source",
     "quote": "星宇台中-札幌航線以Airbus A321neo機型執飛"
    },
    {
     "text": "星宇航空台中-札幌航線每周營運7班。",
     "state": "source",
     "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網已拓展至超過10個國際航點。",
     "state": "source",
     "quote": "目前在台中的航網已拓展至超過10個國際航點"
    },
    {
     "text": "星宇航空執行長為翟健華。",
     "state": "source",
     "quote": "星宇航空執行長翟健華表示"
    },
    {
     "text": "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。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158490,
   "anchor": "n3158490",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158490",
   "title": "川普憂弱勢日元衝擊美貿易 高市：日元低估本身就是問題",
   "title_state": "source",
   "summary": "日本首相高市早苗透露，美國總統川普指出日元疲弱衝擊美國貿易，高市回應日元低估本身即為問題。美方財長貝森特雖暗示升息但未提要求，日美曾聯手干預匯市，高市強調透過經濟振興支撐日元。",
   "summary_state": "source",
   "facts": [
    {
     "text": "日本首相高市早苗透露上月在紐約與美國總統川普會談時，川普指出日元疲弱導致美國貿易面臨困難。",
     "state": "source",
     "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": "高市早苗回應川普時表示，按照一般原則，日元被低估本身就是一個問題。",
     "state": "source",
     "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": "美國財政部長貝森特表示理解日本政府的經濟政策，且未就政策方向提出任何要求。",
     "state": "source",
     "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": "日美當局曾在日元兌美元貶至164附近時共同介入外匯市場，為28年來首次聯手支撐日元。",
     "state": "source",
     "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": "高市早苗強調將透過提高日本潛在經濟成長率並強化供應能力，來實現強健經濟並建立對日元的信心。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158491,
   "anchor": "n3158491",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158491",
   "title": "華孚9月營收5.3億元年月雙減 汽車競爭加劇對明年展望保守",
   "title_state": "source",
   "summary": "車用機殼廠華孚(6235-TW)公布9月營收5.3億元，年月雙減，累計前三季營收微幅年減。因全球汽車市場競爭加劇，公司對明年展望保守，但看好新車型導入與電動車市場成長。",
   "summary_state": "source",
   "facts": [
    {
     "text": "華孚9月營收為5.3億元，月減1.63%，年減19.75%",
     "state": "source",
     "quote": "華孚9月營收5.3億元，月減1.63%，年減19.75%"
    },
    {
     "text": "華孚累計今年前三季營收48.35億元，年減0.19%",
     "state": "source",
     "quote": "累計今年前三季營收48.35億元，年減0.19%"
    },
    {
     "text": "華孚第三季營收16.18億元，季增2.41%，年減4.94%",
     "state": "source",
     "quote": "第三季營收16.18億元，季增2.41%，年減4.94%"
    },
    {
     "text": "華孚受到全球汽車市場競爭加劇影響，對於明年展望先持保守看法",
     "state": "source",
     "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": "華孚認為新車型導入是正面訊號，且電動車市場將維持成長",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158492,
   "anchor": "n3158492",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158492",
   "title": "AI一路旺到2028？大摩給出關鍵答案",
   "title_state": "source",
   "summary": "大摩預測AI資本支出週期將持續至2028年，台股第四季資金轉向中小型電子股輪動，環球晶、華新科等個股表現亮眼，市場聚焦企業獲利與AI硬體需求。",
   "summary_state": "source",
   "facts": [
    {
     "text": "大摩指出科技巨頭資本支出建設週期可望延續至2028年。",
     "state": "source",
     "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": "台股資金正從大型權值轉向中小型電子股進行族群輪動。",
     "state": "source",
     "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": "環球晶股價在短短三天內大漲25.9%。",
     "state": "source",
     "quote": "短短三天大漲25.9%！"
    },
    {
     "text": "華新科波段最高大漲超過30%並連續兩天漲停。",
     "state": "source",
     "quote": "波段最高大漲超過30%！昨天漲停，今天也漲停！"
    },
    {
     "text": "臻鼎-KY股價帶量突破並大漲超過9%。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158493,
   "anchor": "n3158493",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158493",
   "title": "黃金翻身暴利機會、國巨、華新科⊕、天二科⊕、臻鼎⊕",
   "title_state": "source",
   "summary": "台股高檔震盪偏多，受中東局勢與獲利了結干擾但未轉空。美國PCE低於預期緩解升息壓力。台灣8月外銷訂單創新高，AI需求強勁。建議關注ASIC、CPO、液冷等AI供應鏈，採取逢回布局策略，並留意台積電法說會影響。",
   "summary_state": "source",
   "facts": [
    {
     "text": "台股終場上漲122點，收48,475點，成交值約8,996億元。",
     "state": "source",
     "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": "美國8月PCE年增3.4%，低於市場原先預期。",
     "state": "source",
     "quote": "美國8月PCE年增 3.4% ，低於市場原先預期"
    },
    {
     "text": "台灣8月外銷訂單達1,029.6億美元，創單月歷史新高。",
     "state": "source",
     "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": "source",
     "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估計超大規模雲端業者2027年資本支出約1.2兆美元。",
     "state": "source",
     "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": "台積電將於10/15舉行法說會。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158494,
   "anchor": "n3158494",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158494",
   "title": "華為官方：昇騰AI晶片中國份額已超過輝達",
   "title_state": "source",
   "summary": "華為輪值董事長徐直軍於2026年9月17日全連接大會證實，昇騰AI晶片在中國市場份額達50%，超越輝達的8%。華為透過新架構與匯流排技術突破製程限制，並宣稱軟體生態差距縮小，確立供應鏈自主路徑。",
   "summary_state": "source",
   "facts": [
    {
     "text": "華為昇騰系列AI晶片在中國市場的市佔率已達50%",
     "state": "source",
     "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)在中國市場的市佔率為8%",
     "state": "source",
     "quote": "一舉超越美商輝達(NVDA-US)的 8%"
    },
    {
     "text": "2022年輝達獨佔中國95%市佔率、昇騰僅佔3%",
     "state": "source",
     "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": "華為發表支援多達一百萬個處理器實現對等互連的Peerium計算架構",
     "state": "source",
     "quote": "可支援多達一百萬個處理器實現對等互連"
    },
    {
     "text": "華為正部署測試的25.6萬張計算卡Atlas 950 SuperPoD超級節點",
     "state": "source",
     "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": "徐直軍表示晶片自給自足是必然的前進道路",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158495,
   "anchor": "n3158495",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-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": "source",
   "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": "source",
   "facts": [
    {
     "text": "國票金控代子公司樂天國際商業銀行發布重訊公告，許柏林接任董事長。",
     "state": "source",
     "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": "樂天銀行發言人職務由財務暨企業服務處處長小泉大祐接任。",
     "state": "source",
     "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": "國票金控今年股東會完成改選後，公股拿下過半股權。",
     "state": "source",
     "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": "前董事長王世熙上任未滿9個月離職，歸建回任票券子公司。",
     "state": "source",
     "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": "許柏林曾於2021年出任將來銀行總經理。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158496,
   "anchor": "n3158496",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158496",
   "title": "擴散需要時間，公債→公司債與房貸→瀕臨財報法說影響股市",
   "title_state": "source",
   "summary": "永誠資產管理處分析師范振峰分析，利率飆升正透過公債、公司債及房貸三條路徑傳導至實體經濟。AI融資需求推升利差，房貸利率創新高抑制內需，財報季即將揭露利息成本壓力。",
   "summary_state": "source",
   "facts": [
    {
     "text": "本週債市持續遭到調節賣壓衝擊，短債快速上升，長債利率走揚。",
     "state": "source",
     "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": "投等級公司債利差在本週同步擴大，但未突破3~4月波段高點。",
     "state": "source",
     "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年期房貸利率在近期突破7%，一度來到最高7.5%。",
     "state": "source",
     "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。",
     "state": "source",
     "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全數創新高，投等級7月、9月陸續出現破線多殺多。",
     "state": "source",
     "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": "source",
     "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。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158232,
   "anchor": "n3158232",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158232",
   "title": "美債反彈難掩緊縮背景！華爾街警告：今晚非農就業數據恐得「崩盤」 才能扭轉升息定價",
   "title_state": "source",
   "summary": "美債市場反彈掩蓋緊縮背景，華爾街警告需待非農就業數據崩盤才能扭轉升息定價。",
   "summary_state": "source",
   "facts": [
    {
     "text": "10年期美債殖利率從24年高點回落，在歐洲股市交易盤前於5.25%附近波動。",
     "state": "source",
     "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": "美國債市規模約32兆美元，正經歷近年來少見的劇烈調整。",
     "state": "source",
     "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副主席威廉斯表示勞動市場狀況已穩定下來，沒有必要急於在10月繼續升息。",
     "state": "source",
     "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": "交易員預估Fed本月升息1碼機率約25%，但12月升息仍已被市場充分定價。",
     "state": "source",
     "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%。",
     "state": "source",
     "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投等債券主管Steve Boothe認為，新增就業人數恐需接近於零甚至轉負才能改變利率交易。",
     "state": "source",
     "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上月已將聯邦基金利率目標區間調高1碼至3.75%—4%。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158233,
   "anchor": "n3158233",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158233",
   "title": "中磊進軍歐洲Network X大展 發表Wi-Fi 8與50G PON次世代寬頻技術",
   "title_state": "source",
   "summary": "中磊(5388-TW)宣布參加10月在維也納舉行的2026 Network X展會，展示50G PON、Wi-Fi 8及AI技術，推動次世代寬頻應用。",
   "summary_state": "source",
   "facts": [
    {
     "text": "中磊(5388-TW)宣布將參加2026 Network X展會。",
     "state": "source",
     "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": "中磊將在展會上展示次世代Wi-Fi 8、人工智慧以及50G PON技術。",
     "state": "source",
     "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產品能與現有XGS-PON及GPON共存。",
     "state": "source",
     "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": "中磊首度公開賦能Wi-Fi 8的創新技術應用。",
     "state": "source",
     "quote": "中磊將首度公開賦能Wi-Fi 8的創新技術應用"
    },
    {
     "text": "Wi-Fi 8技術針對高資料量負載的家庭環境設計。",
     "state": "source",
     "quote": "專門針對高資料量負載的家庭環境設計"
    },
    {
     "text": "中磊將AI人工智慧深度融合於連線架構中。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158234,
   "anchor": "n3158234",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-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": "source",
   "summary": "映泰舉行法人說明會，副總經理林坤德表示將全力推進工業電腦業務以抵銷零組件成本上漲壓力，並預期美洲智慧城市專案明年帶來新動能。",
   "summary_state": "source",
   "facts": [
    {
     "text": "映泰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。",
     "state": "source",
     "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": "映泰工業電腦全年營收預估達約3.6億元，年增率估達80%左右。",
     "state": "source",
     "quote": "全年營收可望達約3.6億元，年增率估達80%左右"
    },
    {
     "text": "目前工業電腦對整體營業毛利的貢獻度已正式跨過一半。",
     "state": "source",
     "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月底調漲處理器價格且漲幅顯著。",
     "state": "source",
     "quote": "英特爾自8月底調漲處理器價格且漲幅顯著"
    },
    {
     "text": "映泰在美洲市場掌握兩項成熟度較高的大型智慧城市專案。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158235,
   "anchor": "n3158235",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158235",
   "title": "〈港股盤後〉美債飆升與北水休市雙重夾擊 恒指重挫2.6%失守24000關卡",
   "title_state": "source",
   "summary": "港股三大指數周五受美債收益率飆升及北水休市雙重夾擊而走勢疲弱，恒指失守24000點。金融股與科網股普遍下跌，惟賽力斯與ASMPT等特定題材股逆勢上漲。",
   "summary_state": "source",
   "facts": [
    {
     "text": "恒生指數周五收盤大跌2.60%，收報23,972.29點，失守24,000點關卡。",
     "state": "source",
     "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": "美國10年期國債收益率飆升至2002年以來新高，對港股造成全球緊縮壓力。",
     "state": "source",
     "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": "國際金融股受債息飆升及融資成本上升衝擊，成為大盤最大拖累。",
     "state": "source",
     "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%，成交額達37.41億港元，同時受英國銀行業可能面臨加稅政策擔憂影響。",
     "state": "source",
     "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": "賽力斯逆勢暴漲6.44%，主因華為與賽力斯宣佈簽署新五年合作協議。",
     "state": "source",
     "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": "半導體設備廠ASMPT大升8.13%，反映資金對AI基建與先進封裝裝備的偏好。",
     "state": "source",
     "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": "適逢中國內地股市因十一黃金周休市，市場暫時失去「北水」資金的潛在支持。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158236,
   "anchor": "n3158236",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158236",
   "title": "半導體底蘊與資料中心熱潮：馬來西亞重塑全球科技供應鏈的新角色",
   "title_state": "source",
   "summary": "星展銀行等機構發布報告指出，馬來西亞憑藉半導體底蘊與資料中心投資，成為全球科技供應鏈重組的關鍵受益者。政府推動 MD2030 藍圖，目標 2030 年轉型為 AI 國家，並透過 NACX 提升算力可及性，帶動經濟成長。",
   "summary_state": "source",
   "facts": [
    {
     "text": "馬來西亞承接了全球約 13% 的晶片封裝測試市場。",
     "state": "source",
     "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": "source",
     "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": "檳城自 1970 年代起便被譽為「東方矽谷」。",
     "state": "source",
     "quote": "檳城自 1970 年代起便被譽為「東方矽谷」"
    },
    {
     "text": "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%。",
     "state": "source",
     "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": "馬來西亞政府計畫於 2027 年第一季推出「國家 AI 算力交易所」(NACX)。",
     "state": "source",
     "quote": "政府計畫於 2027 年第一季推出「國家 AI 算力交易所」(NACX)"
    },
    {
     "text": "馬來西亞確立於 2030 年轉型為包容且永續「AI 國家」的目標。",
     "state": "source",
     "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": "預計於 2030 年將數位經濟對 GDP 的貢獻提升至 30%。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158237,
   "anchor": "n3158237",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158237",
   "title": "非農今晚登場！華爾街估新增8.4萬人 Fed有望按兵不動",
   "title_state": "source",
   "summary": "美國即將公布9月非農就業數據，市場預估新增8.4萬人。聯準會官員強調勞動市場趨穩，關注點轉為通膨，市場預期聯準會可能延後至12月才調整利率。",
   "summary_state": "source",
   "facts": [
    {
     "text": "美國勞工統計局將於美東時間週五（2日）上午8時30分公布9月非農就業報告。",
     "state": "source",
     "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": "市場預估9月非農就業人數將新增8.4萬人，失業率維持在4.1%。",
     "state": "source",
     "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調查顯示9月員工信心指數降至歷史新低。",
     "state": "source",
     "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報告顯示9月企業宣布的裁員人數較8月減少18%。",
     "state": "source",
     "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": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  },
  {
   "id": 3158747,
   "anchor": "n3158747",
   "permalink": "https://ainews.idaeo.ai/180m/20261002-18/index-zh-Hant-p4.html#n3158747",
   "title": "腎不好，腸道也跟著出狀況？醫解析「腸腎軸」及飲食解方 - Heho健康",
   "title_state": "source",
   "summary": "近年研究發現慢性腎臟病與腸道菌叢存在雙向影響，腎功能異常會導致腸道狀況改變。",
   "summary_state": "source",
   "facts": [],
   "companies": [],
   "published_at": "2026-10-02T18:05:43+09:00",
   "source_type": "heho",
   "source_name": "Heho健康",
   "country": "TW",
   "country_name": "台灣",
   "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.html",
   "merged_count": 1,
   "merged_ids": [],
   "merged_urls": []
  }
 ]
}