Labor Ministry cash benefit: remember to claim it! Those who qualify can receive up to NT$90,000 per person. Here’s a look at the payment amount and how to apply
Published ・ Source Taiwan | 風傳媒
In 2026, the Ministry of Labor is introducing new rules for its “Women’s Return-to-Work Program,” broadly expanding eligibility to women who have been out of work for more than 180 days. Individuals can receive up to NT$90,000 and employers up to NT$60,000 in incentives, with a 60-day transition period for changing jobs.
Facts
Individuals can receive up to NT$90,000 in subsidies under the 2026 Women’s Return-to-Work Program
Women who have been out of the labor market for more than 180 days can apply, regardless of the reason they left their jobs
The return-to-work incentive for full-time employment is NT$10,000 per month, up to NT$60,000
At least 8 hours of self-directed training courses must be completed
Those who leave a job before completing 90 days of employment can resume receiving the incentive if they return to work within 60 days
Employers can receive a NT$5,000 subsidy per person hired each month, for up to 12 months and a maximum of NT$60,000
Those employed for at least 30 days can claim the return-to-work incentive monthly or quarterly
If your parents or spouse are unemployed, whose health insurance should they be covered under? Meeting 3 conditions for dependent coverage can save the most; here’s a look at the rules for insuring the whole family
Published ・ Source Taiwan | 風傳媒
This article compiles the full rules for enrolling dependents in National Health Insurance, explaining the three categories of eligibility for unemployed spouses, parents, children and others to be covered under an insured person, the application channels, required documents, and six special circumstances in which adult children may be covered as dependents.
Facts
Eligible dependents who may be covered under an insured person's policy fall into three categories: a spouse with no occupation; a direct-line ascendant relative with no occupation; and a direct-line descendant relative within the second degree who has no occupation or meets specific conditions.
The enrollment procedures vary depending on the type of enrollment unit to which the insured person belongs.
For children under 14 who have not applied for a National ID card, a household registration booklet or a household registration transcript showing no changes to the registration details may be used instead.
Students seeking dependent coverage must submit a copy of their student ID or proof of enrollment.
If a copy of the withdrawal notification form from the previous enrollment unit cannot be obtained, proof of departure from employment or a self-declaration of the departure date may be submitted instead.
Already received a labor pension once at age 60, then returned to work—are you still entitled to a pension? Can't the company stop contributions once you've received it all?
Published ・ Source Taiwan | 風傳媒
If a worker continues working after claiming a new-system labor pension at age 60, the employer is still legally required to contribute at least 6% toward the pension. The two claims for pension contributions accumulated anew must be at least 1 year apart.
Facts
Under Article 14 of the Labor Pension Act, employers of workers covered by the new labor pension system must contribute at least 6% of the worker's monthly wages toward the pension each month.
Under Article 24-1 of the Labor Pension Act, if a worker continues working after receiving a pension, the contribution service period is recalculated, and the employer must continue making labor pension contributions as required.
In the first half of 2025, workers filed more than 16,000 claims for pension contributions made during continued employment, with an average accumulated service period of about 2 years and an average claim amount close to 80,000 yuan per case.
If a worker suffers a loss because an employer fails to make pension contributions as required by law or fails to contribute the full amount, the worker may seek damages from the employer under Article 31 of the Labor Pension Act.
Under the current monthly labor pension contribution salary brackets, an actual monthly salary of 40,000 yuan corresponds to a monthly contribution salary of 40,100 yuan. If the employer contributes at the minimum rate of 6%, it must deposit 2,406 yuan per month into the worker's individual account.
Beijing Watch》Exposing the hell of “piglets” in northern Myanmar! 明珍珍's confession before her execution: How did scam compounds become underground kingdoms of violent control?
Published ・ Source Taiwan | 風傳媒
A documentary, 《緬北電詐覆滅紀實》, aired by China's Ministry of Public Security and CCTV has fully exposed the criminal system operated by the 明家 northern Myanmar telecom fraud syndicate, which used compounds such as 臥虎山莊 for violent control, human trafficking and murder to silence victims. 明珍珍 and 11 others have been sentenced to death and executed.
Facts
A documentary, 《緬北電詐覆滅紀實》, recently aired by China's Ministry of Public Security and CCTV reconstructs how northern Myanmar's telecom fraud syndicates operated, using extensive footage and accounts from investigators, members of criminal groups and others involved.
The compound has an underground firing range, with machine-gun bullet marks on the walls. Some people involved in telecom fraud who were held there were executed at the site.
The “10·20” incident on October 20, 2023, left 4 Chinese nationals involved in fraud dead and 4 injured.
Ming Zhenzhen was executed on January 29, 2026. Before her execution, she admitted arranging for people to bury bodies.
In September 2025, the Wenzhou Intermediate People’s Court handed down its first-instance verdict, sentencing 11 people, including Ming Guoping and Ming Zhenzhen, to death. The gambling- and fraud-related funds exceeded RMB 10 billion.
From around 2015, the Ming family gradually amassed wealth through gambling and telecom fraud. At their peak, nearly 10,000 people involved in fraud were at the related compounds.
Violent methods used to control people at the compounds included beatings, water dungeons, finger amputation, kidney removal, resale, live burial and machine-gun fire.
Hsu Chia-ching resigns! Accused of taking underage son on overseas trips and misusing official vehicle, she apologizes tearfully to Overseas Community Affairs Council colleagues at home and abroad.
Published ・ Source Taiwan | 風傳媒
Overseas Community Affairs Council Minister Hsu Chia-ching was accused by the Taiwan People’s Party legislative caucus of taking her 14-year-old son on overseas trips as a photographer and misusing an official vehicle. At a press conference on the 7th, she choked up several times as she announced her resignation as minister.
Facts
Overseas Community Affairs Council Minister Hsu Chia-ching announced her resignation at a hastily convened press conference on the 7th.
Hsu Chia-ching was accused of taking her 14-year-old son on overseas trips as a photographer.
Hsu Chia-ching’s husband, Tang Po-wei, was accused of illegally using an official vehicle from the Washington OCAC Education Center to take their son to New York for a family reunion.
The Taiwan People’s Party legislative caucus held a press conference on the 5th, accusing Hsu Chia-ching of abusing her power.
When questioned at the Legislative Yuan, Hsu Chia-ching said all use of the Overseas Community Affairs Council’s official budget complied with the law.
Hsu Chia-ching decided to request relevant administrative and judicial investigations and said she would fully cooperate.
Premier Cho Jung-tai called for an investigation and urged civil servants to exercise greater self-discipline.
The materials in question cover the period from 2020 to the present.
00929 surges above NT$30: Should investors sell? Ruan Mu-hua reveals 3 major risks; those who sold at this price are kicking themselves
Published ・ Source Taiwan | 風傳媒
Financial expert Ruan Mu-hua analyzed the stability of 00929 Fuh Hwa Taiwan Technology Dividend Plus, which has paid NT$0.38 for 4 consecutive distributions. He said capital gains have provided support. Its total return, including dividends, is 76.6% this year, the highest among 23 high-dividend ETFs, but he cautioned about 3 major risks from its concentration in technology stocks.
Facts
Original00929最新一波配息再度配發0.38元，已連續4次維持0.38元。
Based on the Oct. 1 closing price of NT$29.59, 00929's annualized distribution yield is about 15.4%.
As of the end of August, 00929's total return, including dividends, was more than 76.6% year to date, ranking first among 23 high-dividend ETFs.
Ruan Mu-hua said 00929's net asset value components have risen from around NT$0.3 in June to more than NT$1, indicating gains realized through portfolio rebalancing.
Ruan Mu-hua said 00929's stock picks are concentrated in the technology sector, and this year's strong performance is largely thanks to the AI rally.
Ruan Mu-hua cautioned that the 15% annualized distribution yield is calculated based on current distributions and the share price, and is not guaranteed.
Ruan Mu-hua advised investors to consider their own needs: whether they want monthly cash flow or total returns.
Why is the U.S. military in a hurry to push Claude out? Its refusal to give up lethal autonomy puts its own top AI on the “national security threat” list
Published ・ Source Taiwan | 風傳媒
The U.S. Department of Defense, the Pentagon, has stopped using Anthropic's Claude tools, and Defense Secretary Hegseth designated Anthropic a supply-chain risk on national security grounds. Anthropic split with the military after refusing to loosen AI safety restrictions for autonomous weapons and mass surveillance, and has sued the Trump administration.
Facts
The U.S. Department of Defense no longer uses Anthropic's artificial intelligence tools.
Defense Secretary Hegseth designated Anthropic a supply-chain risk in February this year and announced that the Pentagon would stop using its products by late August.
The Pentagon demanded that Anthropic remove Claude's safety guardrails, but Anthropic refused, citing concerns about mass surveillance and autonomous weapons.
Anthropic has sued the Trump administration, seeking to overturn its designation as a “national security supply-chain risk.”
Claude was embedded in the Maven intelligence system operated by 帕蘭提爾 and used for intelligence gathering and analysis.
Hegseth set a deadline on February 27 for Anthropic to be phased out within six months; the following day, the United States and Israel launched attacks on Iran.
The Pentagon has signed contracts with other major technology companies, including 谷歌, xAI and OpenAI.
Anthropic's Claude was used in the U.S. operation to capture Venezuelan President Maduro.
Taiwan supplies seven-tenths of the world's functional fabrics! 2026 TITAS Taipei Textile Exhibition opens in grand style
Published ・ Source Taiwan | 風傳媒
The 2026 Taipei Innovative Textile Application Show (TITAS) opened at Taipei Nangang Exhibition Center Hall 1. Marking its 30th edition, the event drew 410 exhibitors and featured 977 booths, with a focus on sustainability, functionality and smart manufacturing.
Facts
Original2026 TITAS為第30屆，於台北南港展覽館1館盛大展出
The show attracted 410 exhibitors, with 977 booths
紡拓會 invited more than 70 international brands to take part in procurement meetings
Nearly seven-tenths of the world's functional fabrics come from Taiwan
Taiwan has more than 4,300 textile-related businesses and 140,000 workers
Textile exports reached US$6.223 billion in 2025
The government plans to invest 100 billion yuan over the next 8 years to help small and medium-sized businesses adopt AI and transition to net zero
This year's exhibition focuses on 3 main themes: environmental sustainability, functional applications and smart manufacturing
Vietnam isn't No. 1! Which country has the most foreign spouses in Taiwan? One country takes the top spot by a landslide, accounting for six-tenths—many people guess wrong
Published ・ Source Taiwan | 風傳媒
Statistics from the National Immigration Agency show that Taiwan has more than 600,000 new immigrants. Spouses from mainland China number nearly 370,000, the most of any group, accounting for about six-tenths and upending the stereotype that “Vietnamese brides are the most numerous.” Vietnamese spouses rank second, at 128,000.
Facts
The cumulative population of new immigrants from cross-border marriages in Taiwan has surpassed 600,000
Spouses from mainland China, including Hong Kong and Macau, number nearly 370,000, accounting for nearly six-tenths of all new immigrants in Taiwan
There are about 128,000 Vietnamese spouses, accounting for more than 56% of foreign spouses from countries other than mainland China, Hong Kong and Macau.
There are about 33,000 Indonesian spouses.
Among foreign spouses in the narrower sense, Vietnamese spouses rank first at 128,000, nearly four times the number of Indonesian spouses in second place.
The number of spouses from mainland China is nearly three times the number of Vietnamese spouses.
New Taipei City has more than 73,000 spouses from mainland China, the highest figure among Taiwan's cities and counties.
The two Taipei cities are home to nearly one-third of spouses from mainland China across Taiwan.
Women born under 3 zodiac signs are destined for wealth！They do not rely on speculation, but steadily build their fortunes; their luck with money improves with age, bringing prosperity and longevity in their later years.
Published ・ Source Taiwan | 風傳媒
An analysis by 《搜狐網》 says women born under the 3 zodiac signs of the Rabbit, Snake and Dragon are believed to be naturally destined for wealth. Rather than getting rich through speculation, they gradually build their fortunes with patience, good judgment and ambition, and are more likely to enjoy prosperous, comfortable and long lives in their later years.
Facts
In traditional zodiac beliefs, women born under the 3 zodiac signs of the Rabbit, Snake and Dragon are often considered naturally destined for wealth.
Women born under these 3 zodiac signs generally do not get rich through speculation, but slowly build up resources through their patience, judgment and ambition.
Women born in the Year of the Rabbit were born in ROC years 40, 52, 64, 76, 88, 100 and 112.
Women born in the Year of the Snake were born in ROC years 42, 54, 66, 78, 90, 102 and 114.
Women born in the Year of the Dragon were born in ROC years 41, 53, 65, 77, 89, 101 and 113.
Women born in the Year of the Snake gradually increase their income through professional skills and connections. An optimistic outlook and a regular routine help them maintain their health and longevity.
Women born in the Year of the Dragon are good at seizing opportunities. By continuing their studies and building experience, they can enjoy comfortable and prosperous later years.
Oct. 7 Morning News Briefing｜Starting tomorrow, this city will distribute a 2,000-yuan Double Ninth Festival gift to each senior; controversy over Hsu Chia-ching's overseas trip with her son continues; Tsai Ing-wen visits the U.S. and meets Pelosi
Published ・ Source Taiwan | 風傳媒
Taiwan news roundup for Oct. 7: Taitung County will distribute Double Ninth Festival gifts starting Oct. 8, with 2,000 yuan for each person aged 65 and older; controversy continues over Overseas Community Affairs Council Minister Hsu Chia-ching's overseas trip with her son; former President Tsai Ing-wen visits the U.S., meets Pelosi and is set to give a speech at Stanford; a house fire in Waipu, Taichung, kills 2; investigators search 中鼎公司 in connection with a fire at 興達電廠.
Facts
Taitung County will distribute this year's Double Ninth Festival gifts from Oct. 8 to Nov. 2, with 2,000 yuan for each person aged 65 and older.
Taichung City and Kaohsiung City began distributing Double Ninth Festival gifts on Sept. 30 and Oct. 2, respectively. Tainan City will begin distributing them on Oct. 14, with 1,500 yuan for each person under 100 years old.
The Taiwan People's Party caucus accused Overseas Community Affairs Council Minister Hsu Chia-ching of taking her 14-year-old son on overseas trips multiple times and having him appear in the role of “photography officer.”
Deputy Foreign Minister Wu Chih-chung said people should understand that Hsu Chia-ching is a mother who has a responsibility to care for her minor son.
Former President Tsai Ing-wen met former U.S. House Speaker Nancy Pelosi in San Francisco and presented her with a green scarf designed in Taiwan and inspired by coral.
Tsai Ing-wen will speak on the U.S. date of the 7th at a technology and national security seminar at Stanford University.
A house on Tucheng Road in Waipu District, Taichung, caught fire at around 3 a.m. today. A 47-year-old woman surnamed Li and her 51-year-old Thai husband died.
The Ciaotou District Prosecutors Office is investigating whether temporary shims used during a test run were not replaced with heat-resistant permanent ones during construction. The shims failed as the pipeline heated up, causing a natural gas leak and fire. After questioning, the 3 engineers were each released on bail of NT$100,000 and barred from leaving the country.
Taylor Swift and JISOO's favorite off-duty shoes are here！Italian contemporary footwear brand P448 opens at Taipei Dome
Published ・ Source Taiwan | 風傳媒
Italian contemporary footwear brand P448 has opened a POP-UP STORE on the first floor of 遠東Garden City at Taipei Dome. Centered on the idea of “Sneakers as a lifestyle,” it showcases Italian shoemaking craftsmanship and diverse styling.
Facts
P448's pop-up store opens on the first floor of 遠東Garden City at Taipei Dome
P448 was founded in 2014 and originated in Forlì, Italy
P448's shoemaking team consists of more than 40 experienced European artisans
Some P448 shoes use the Sacchetto bag-construction shoemaking technique, which originated in Italy
The Sacchetto technique is used in styles such as LISBON and ANTIBES
Woody Yao designed the P448 POP-UP STORE space
The P448 Taipei Dome POP-UP STORE is located at No. 505, Section 4, Zhongxiao East Road, Taipei City
Fans of P448 include Taylor Swift, BLACKPINK member JISOO, Wu Yanni, Ao Ruipeng, Lin Gengxin, Chen Zheyuan and Ma Siwei
Seniors aged 65 and older are getting their money！For the 2026 Double Ninth Festival, each person can receive up to 70000 yuan in cash; amounts and eligibility in 22 counties and cities
Published ・ Source Taiwan | 風傳媒
A roundup of the 2026 Double Ninth Festival gift programs in Taiwan's 22 counties and cities. The gifts are for people aged 65 and older (Indigenous people aged 55 and older). Amounts vary by age bracket, with most ranging from 1,000 to 3,000 yuan; centenarians receive congratulatory gifts of more than 10,000 yuan. In 宜蘭縣南澳鄉, centenarians receive an additional 50,000 yuan, which can be combined with the county government's 20,000 yuan gift for a total of up to 70,000 yuan, the highest among townships in Taiwan. Centenarians in 澎湖縣馬公市 can receive up to 25,300 yuan. Gifts are distributed through bank transfers, personal cash deliveries or visits by neighborhood wardens, among other methods. Some counties and cities, such as Hsinchu County, have strict means-testing rules, while Kinmen County has replaced cash with gift boxes of commemorative liquor.
Facts
Eligible centenarians can receive up to 70000 yuan in total, the highest among townships, towns and districts across Taiwan
宜蘭縣南澳鄉 is offering a substantial local bonus, with an additional 50000 yuan specifically for people aged 100 and older
The original 20000 yuan distributed by 宜蘭縣政府
Recipients can receive more than 25000 yuan, providing tangible support for older residents of outlying islands
The basic gift amount in most counties and cities ranges from 1000 to 3000 yuan
Seniors aged 65 and older or Indigenous people aged 55 and older
Indigenous people aged 55 and older
Hsinchu County requires recipients to have been registered residents for 10 years and not to receive other senior benefits
People with annual personal income exceeding NT$500,000, property worth more than NT$5 million, or who receive a military or civil-service pension or the farmers' allowance are excluded
Annual personal income exceeding NT$500,000 or property worth more than NT$5 million
Double Ninth Festival gifts for seniors in Taiwan's 22 counties and cities
Please do not provide an 18% preferential-interest deposit account or any type of labor insurance or annuity account
A 70-year-old grandmother gave her grandson 20,000 yen a month for 10 years, then realized she had made a mistake after receiving a LINE message from her son
Published ・ Source Taiwan | 風傳媒
For 10 years, 70-year-old grandmother Keiko Takahashi took 20,000 yen a month from her 120,000-yen pension to give to her grandson. A LINE message from her son finally revealed that her son's household earned 14 million yen a year, while she had only about 1.8 million yen in savings.
Facts
The 70-year-old Keiko Takahashi (a pseudonym) has lived alone since her husband's death. She receives a pension of about 120,000 yen a month and currently has about 1.8 million yen in savings.
Keiko regularly gave her son and daughter-in-law 20,000 yen a month to cover her grandson's extracurricular classes, materials and other education costs. She continued doing so for nearly 10 years.
To afford the monthly 20,000-yen support, Keiko rarely ate out or traveled and avoided replacing her clothes. In some months, she also dipped into her savings to cover living expenses.
Her son wrote on LINE, “You don't need to give us money anymore,” and asked his mother not to get involved in the children's school and extracurricular arrangements just because she was paying part of the costs.
Her son's household income was about 14 million yen a year, far more than Keiko had imagined.
Her son said his mother's help had been useful, but the family was not unable to manage without the money. The couple had always understood it as a voluntary gift from a grandparent to her grandchild.
Keiko apologized to her son and daughter-in-law and decided to stop giving her grandson a regular monthly allowance, and to reassess her pension, living expenses and savings.
Seniors aged 65 and older are getting their money！Starting today, Oct. 7, 4 counties and cities will deposit payments directly, with up to 10000 yuan per person; 2026 nationwide Double Ninth Festival gift schedule and locations
Published ・ Source Taiwan | 風傳媒
The 2026 Double Ninth Festival falls on Oct. 18. The 22 counties and cities across Taiwan are rolling out their senior gift programs, with Keelung City, Taitung County, Chiayi County and Taichung City starting distributions on Oct. 7. Each person can receive up to 10,000 yuan.
Facts
The 2026 Double Ninth Festival falls on Oct. 18 (Sunday)
Keelung City, Taitung County, Chiayi County and Taichung City will begin depositing or distributing cash on Oct. 7
Eligible residents aged 65 and older can receive local government gifts ranging from 2,000 to 10,000 yuan per person
Centenarians in Nan’ao Township, Yilan County, who qualify under both county and township government programs can receive up to 70,000 yuan in senior citizens’ gifts at once
Keelung City will distribute 1,000 yuan to residents aged 65–99, and 6,000 yuan plus 1 gift to those aged 100 and older
Chiayi County will distribute 3,000 yuan to residents aged 65–89, 6,000 yuan to those aged 90–99, and 9,000 yuan to those aged 100 and older
Taichung residents aged 100 and older can receive 10,000 yuan in Double Ninth Festival senior citizens’ gifts
Which county or city offers seniors the best benefits? Taiwan’s senior citizens’ love card benefits compared: 1 county or city leads the nation with 1500 points per month
Published ・ Source Taiwan | 風傳媒
Senior citizens’ love card benefits vary widely across Taiwan. Taitung County leads with 1500 points per month, while Chiayi City and Hsinchu City tie for second with 1200 points. Taipei, New Taipei and Kaohsiung offer just 600 points, the lowest among the 6 special municipalities; another 7 counties and cities provide unlimited free bus rides under a free-trip system.
Facts
Taitung County’s senior citizens’ love card provides 1500 points per month, the most in Taiwan
Chiayi City and Hsinchu City each provide 1200 points per month, tying for second
A total of 6 counties and cities provide 1000 points per month: Taichung City, Changhua County, Nantou County, Pingtung County, Hualien County and Hsinchu County
Taipei City, New Taipei City and Kaohsiung City each provide 600 points per month on their senior citizens’ love cards, the lowest among local governments using a points system
A total of 7 counties and cities use a free-trip system, offering unlimited free rides on city buses
Taichung City provides Indigenous residents with 1500 points per month on their senior citizens’ love cards, the largest bonus for Indigenous residents among local governments
The application age for Indigenous residents’ senior citizens’ love cards has been lowered to 55 in 9 counties and cities
Opening bell》Taiwan stocks turn lower after opening higher! 台積電 and 聯發科 fluctuate, while passive component stocks gain
Published ・ Source Taiwan | 風傳媒
All 4 major U.S. indexes rose on Tuesday, with the S&P 500 and Nasdaq both closing at record highs. Taiwan index futures fell 31 points overnight to 50,051. Taiwan stocks opened 34.77 points higher today (7) at 49,857.32 before turning lower. Heavyweight stocks 台積電, 聯發科 and 台達電 fluctuated, while passive component stocks gained and small- and mid-cap stocks also rose. The over-the-counter index advanced 0.52 points. The U.S. trade deficit widened 13.7%, with imports reaching a record high, while the market’s estimate of the probability of another Federal Reserve rate hike this month fell to 19.4%.
Facts
Opened at 49,857.32 points
Rose 34.77 points against the trend
Opened at 2,565 yuan
台積電 opened down 20 yuan
聯發科 opened unchanged at 4,920 yuan
Opened at 2,025 yuan
台達電 opened down 25 yuan
Closed at 50,051 points
Taiwan index futures fell 31 points overnight, against the trend
Reached an intraday high of 50,265 points
台積電 after-hours futures closed down 10 yuan, or 0.38%, at 2,600 yuan
The U.S. trade deficit widened 13.7%
Imports grew 4.3%
and 28.4%
The probability of another rate hike was just 19.4%
Down from 50.9% a week earlier
The yield on 10-year U.S. Treasury bonds fell 3 basis points to 5.281%
The yield on 30-year U.S. Treasury bonds was almost unchanged, last reported at 5.655%
The Dow Jones Industrial Average rose 253.38 points
Or 0.49%
Closing at 51,521.28 points
The Nasdaq Composite rose 122.48 points
Or 0.45%
Closing at 27,599.79 points
The S&P 500 rose 44.98 points
or 0.58%
Closing at 7,818.93 points
The Philadelphia Semiconductor Index rose 45.09 points
National Day long weekend weather／The cold air is at its strongest! Lows could dip to 19 degrees; “rain in the north and east on these 2 days,” then temperatures rebound to 33 degrees on Sunday
Published ・ Source Taiwan | 風傳媒
The northeast monsoon will bring a marked drop in temperatures to northern Taiwan from the evening of the 7th, with the cold air strongest in the early morning of the 8th. Lows will be around 19 to 25 degrees north of central Taiwan. Rain is expected in the north and east during the first 2 days of the National Day long weekend. Conditions will turn drier and stabilize on the 11th, with highs across Taiwan reaching 30 to 33 degrees.
Facts
Lows will be around 20 to 22 degrees in the north, Yilan and Hualien, and around 22 to 25 degrees in central and southern Taiwan and Taitung.
Early this morning, the temperature in Shiding, New Taipei, fell to a low of 18.8 degrees, while Xindian and Jiaoxi in Yilan also recorded 19.9 degrees.
Through the 10th, lows will be around 21 to 25 degrees north of central Taiwan and in Yilan, with some low-lying areas possibly dropping to around 19 degrees; lows in the south will be around 24 to 26 degrees.
From the 8th to the 10th, highs will be around 26 to 28 degrees north of Taoyuan and in Yilan and Hualien, and around 29 to 33 degrees elsewhere.
On the 9th and 10th, localized brief showers are expected north of Taoyuan and in Yilan, with isolated brief showers in eastern Taiwan.
On the 11th, skies across Taiwan will be mostly cloudy to sunny, with daytime highs around 30 to 33 degrees.
The most noticeable period of cooling in this cold-air system will be around the early morning of the 8th.
Taichung builder treats homes as “life”; new project inside the 74 Expressway ring draws attention
Published ・ Source Taiwan | 風傳媒
聚富建設 announced the launch of its new project in the core of northern Taichung, unveiling a new high-rise development on Section 1 of Zhongshan Road in Tanzi District, inside the 74 Expressway ring. It is touting its nearly 20 years of service reputation in Taichung and a focus on the owner-occupier market.
Facts
聚富建設 is approaching 20 years of building in Taichung
聚富建設 brand director is 李佳惠
聚富建設’s new project is on Section 1 of Zhongshan Road in Tanzi District, inside the 74 Expressway ring
The new project is near Taiwan Railways’ Toujiacuo Station and has direct access to Songzhu Station on the MRT Green Line
聚富朗朗 held a large-scale handover briefing before mortgage formalities and property handover
聚富 offers paint inspections one year after handover
The new project is planned to have fewer than 100 units
聚富建設 has long been committed to maintaining its own construction team
Beijing Watch》蔡康永 appears in the front row at 沈伯洋’s campaign rally! 胡錫進 responds bluntly, saying he “committed a major taboo”; manager reveals future plans
Published ・ Source Taiwan | 風傳媒
Taiwanese host 蔡康永 attended the Oct. 4 opening of the campaign headquarters of 民進黨 Taipei mayoral candidate 沈伯洋, sitting in the front row and waving campaign merchandise. As 沈伯洋 has been designated by China as a “staunch Taiwan independence separatist,” his appearance touched a nerve in cross-strait relations.
Facts
At the Oct. 4 opening of 民進黨 Taipei mayoral candidate 沈伯洋’s campaign headquarters, 賴清德, 蔡英文, 蕭美琴 and 卓榮泰 were all in attendance
蔡康永 attended the opening of 沈伯洋’s campaign headquarters, sitting in the front-row VIP section and holding campaign merchandise reading “Let Taipei thrive”
China’s Taiwan Affairs Office placed 沈伯洋 on its “staunch Taiwan independence separatists” list in 2024, after which Chinese public security authorities opened an investigation into him
胡錫進 said 蔡康永 was “simply asking for trouble,” adding, “He committed a major taboo himself, and he must bear all the consequences himself”
Responding to the media, 蔡康永 said, “I just came to see what it was like,” and said he would “go observe and learn” at 蔣萬安’s event
蔣萬安 publicly invited 蔡康永 to attend the opening of his campaign headquarters and called on mainland China to respect Taiwan’s free and democratic way of life
The polling gap between 蔣萬安 and 沈伯洋 has now narrowed to within the margin of error
Covered by National Pension while pregnant, but found a job and dropped coverage before giving birth! Can you still receive maternity benefits? 1 situation could qualify you for 100,000 yuan
Published ・ Source Taiwan | 風傳媒
The Bureau of Labor Insurance under the Ministry of Labor explained that if a National Pension Insurance (NPI) insured person becomes pregnant while coverage is in effect and later withdraws from the NPI, they may still claim the NPI maternity benefit if they give birth within 1 year after withdrawal and have not received maternity benefits from another social insurance program. Starting Jan. 1, 2026, the NPI maternity benefit and maternity subsidy together will provide up to NT$100,000 per birth.
Facts
An NPI insured person who becomes pregnant while coverage is in effect may still claim the NPI maternity benefit if they give birth or have a premature birth resulting from the same pregnancy within 1 year after withdrawing from coverage, provided they have not received maternity benefits from another social insurance program.
Maternity benefits under different programs cannot be claimed more than once for the same birth; only one program may be chosen.
The monthly insured amount under the NPI in 2026 is NT$21,103, and the maternity benefit for 2 months is NT$42,206.
For those giving birth or having a premature birth on or after Jan. 1, 2026, the NPI maternity benefit and subsidy together will provide up to NT$100,000 per birth.
Starting in 2026, the NPI maternity benefit and subsidy for twins will total NT$200,000.
The NPI maternity benefit is paid as a lump sum equal to 2 months of the insured person's monthly insured amount at the time of birth or premature birth.
The statute of limitations for claiming NPI insurance benefits is 5 years, starting from the date the claimant becomes eligible.
The subsidy for multiple births is increased proportionally and paid together with the maternity benefit; no separate application is needed.
Beijing Watch》Not Just Monitoring Lai Ching-te's Family! Indictment Reveals Chinese Agents Also Targeted an “億級YouTube網紅”?
Published ・ Source Taiwan | 風傳媒
The 美國司法部 has charged Chinese American woman Zhang Wanying with acting as an unregistered agent of China, accusing her of monitoring the family of Taiwan President Lai Ching-te and assisting an influencer with a trip to China. The case has drawn attention in Taiwan and the United States to transnational repression and enforcement against foreign agents.
Do Chinese citizens favor unification by force or peaceful unification? Latest China Pulse poll: 77% support “attacking Kinmen and Matsu if Taiwan declares independence”
Published ・ Source Taiwan | 風傳媒
A China Pulse poll released by the Carter Center and Emory University found that mainland residents were more inclined to favor diplomatic pressure than military means to resolve the cross-strait unification issue. Trust in the United States remained low, but respondents supported cooperation with Washington on trade and security.
Facts
77% of mainland respondents supported attacking Kinmen and Matsu if Taiwan declared independence.
59% of mainland respondents supported imposing a maritime blockade if Taiwan declared independence.
56% of mainland respondents supported imposing economic sanctions if Taiwan declared independence.
About 82% of mainland respondents favored expanding cultural exchanges and promoting trade.
About 72% of mainland respondents favored easing work and residency policies.
The share of respondents opposed to using force rose from 32% to 40%.
Mainland residents gave Taiwan a favorability rating of 61 out of 100.
The share of Chinese citizens who believe their country is superior rose from 89% to 95%.
Companies mentioned：美國卡特中心（The Carter Center）、艾默里大學（Emory University）、德國之聲（Deutsche Welle）
Both spouses are retired and unemployed—whose name should their National Health Insurance coverage be under? It’s not as simple as going to a district office; here’s what really matters.
Published ・ Source Taiwan | 風傳媒
This article explains how a retired couple with no jobs should enroll in National Health Insurance. After retirement, they must re-enroll according to their actual status; they do not automatically become residents of a region. They should first check whether they can be covered as dependents of family members such as children or grandchildren. Only as a last resort should they enroll at the district office where they are registered, as a regional resident under Category Six, Subcategory Two.
Facts
After leaving their former place of enrollment upon retirement, people must re-enroll in National Health Insurance according to their actual status after retirement to ensure their coverage continues without interruption.
A wife does not have to remain covered under her husband’s plan after retirement; she may re-enroll according to her actual eligibility.
If a retired couple has no jobs and no eligible family members under whose plans they can be covered as dependents, they may enroll at the district office where they are registered as regional residents under Category Six, Subcategory Two.
If a retiree has another legally recognized status that makes them eligible for insured-person coverage, they must enroll under that status and cannot choose to enroll as a dependent instead.
National Health Insurance enrollment is governed by legal eligibility requirements and a set order; people cannot freely choose how to enroll. Otherwise, they may have to change their enrollment status or pay back premiums.
Even if a couple was covered by National Health Insurance through the same company before retirement, their enrollment statuses after retirement may not be the same.
Sources include 衛生福利部中央健康保險署, the National Health Insurance Act and related regulations.
Behind the Scenes》The Coast Guard Must Not Be Made to Risk Lives Recklessly! Lai Ching-te Taps Navy General to Train a Second Navy
Published ・ Source Taiwan | 風傳媒
President Lai Ching-te presided over a generals’ promotion ceremony on Oct. 1, 2026. Former Navy Deputy Chief of Staff Yuan Sheng-hua was promoted to vice admiral and will take over as deputy director-general of the Coast Guard Administration, becoming the first Navy vice admiral to hold the post and symbolizing the agency’s formal transformation into a “second navy.”
Facts
The Coast Guard Administration’s Qijin vessel fires a Hsiung Feng III missile during a precision munitions firing drill in 2026.
President Lai Ching-te presided over a generals’ promotion ceremony on Oct. 1, 2026.
Former Navy Deputy Chief of Staff Yuan Sheng-hua was promoted to vice admiral.
Yuan Sheng-hua will become the first Navy vice admiral to serve as deputy director-general.
The Coast Guard Administration has transformed into a “second navy.”
In recent years, the Coast Guard Administration has deepened exchanges with the Navy and taken part in the Han Kuang military exercises.
The Navy and Coast Guard have achieved a deeply integrated relationship.
Commentary: Mom Takes You Around the World—A Publicly Funded Tourism Map for Hsu Chia-ching’s Personal Use
Published ・ Source Taiwan | 風傳媒
The Taiwan People’s Party legislative caucus alleged that Overseas Community Affairs Council Minister Hsu Chia-ching repeatedly arranged for her son to pose as a photographer and accompany her on publicly funded overseas trips. Her U.S.-citizen husband, Tang Bo-wei, was also accused of driving the Taipei Economic and Cultural Representative Office’s official diplomatic vehicle across state lines. The Taipei District Prosecutors Office has opened an investigation.
Facts
Overseas Community Affairs Council Minister Hsu Chia-ching was fined NT$100,000 after the Control Yuan found a “conflict of interest” in her arrangement for her son to take part in an activity on Dongsha Island.
The Taiwan People’s Party legislative caucus accused Hsu Chia-ching of repeatedly having her son pose as a “photographer” and accompany her on publicly funded overseas trips.
Hsu Chia-ching’s U.S.-citizen husband, Tang Bo-wei, was accused of driving the Taipei Economic and Cultural Representative Office’s official diplomatic vehicle across state lines in the United States.
Official vehicles of the Taipei Economic and Cultural Representative Office carry diplomatic plates issued by the U.S. Department of State and enjoy privileges including tax exemption and diplomatic parking.
The Taiwan People’s Party caucus disclosed on the 6th that Hsu Chia-ching and her family of three attended the 36th annual convention of the North America Taiwanese Women’s Association in 2024.
The Taipei District Prosecutors Office has opened an investigation into the Hsu Chia-ching case under the “other-character case” classification.
Deputy Foreign Minister Wu Chih-chung defended Hsu Chia-ching, saying, “She is also a mother.”
材料-KY Q3 revenue hits a 5-quarter high at NT$3.123 billion, up 27% year over year, as it continues to pursue new initiatives.
Published ・ Source Taiwan | 鉅亨網
材料-KY (4763-TW) reported third-quarter 2026 revenue of NT$3.123 billion, a 5-quarter high and a 27.6% year-over-year increase. It also announced a deal to acquire 100% of peer Cerdia Holding for about US$368 million. After the acquisition is consolidated in 2027, annual revenue is expected to exceed US$1 billion.
Facts
材料-KY reported third-quarter 2026 revenue of NT$3.123 billion, a 5-quarter high, up 9.86% quarter over quarter and 27.6% year over year.
材料-KY revenue for January-September 2026 totaled NT$8.678 billion, down 17.05% year over year.
材料-KY will acquire 100% of peer Cerdia Holding through a 9.95% share issuance and US$214 million in cash. The total purchase price is about US$368 million, or approximately NT$11.7 billion.
材料-KY expects to complete the acquisition of Cerdia by the end of 2026 and consolidate the company in 2027. It estimates that in 2027, 材料-KY will join the ranks of companies with annual revenue exceeding US$1 billion.
Founded in 1912, Cerdia has about 1,100 employees and is one of the world’s top 3 producers of cellulose acetate tow. Its revenue in 2025 was US$731 million.
材料-KY, which currently has capital of NT$989 million, will increase its capital to NT$1.098 billion after issuing an additional 9.95% in shares.
材料-KY reported second-quarter 2026 revenue of NT$2.743 billion, a gross margin of 40.89%, net profit after tax of NT$717 million and earnings per share of NT$0.72.
材料-KY reported first-half revenue of NT$5.554 billion, a gross margin of 48.06%, net profit after tax of NT$1.831 billion and earnings per share of NT$1.85.
〈Focus Stock〉川湖 September revenue cools, ending 6 straight months of record highs; shares open sharply lower and hit limit-down, falling below NT$12,000.
川湖's September revenue was NT$4.46 billion, down 30.96% month over month and up 196.22% year over year, the third-highest monthly total on record and a record high for the same period.
川湖 shares opened sharply lower on the 7th and were locked at the limit-down price of NT$11,790.
川湖 reported third-quarter revenue of NT$17.34 billion, up 60% quarter over quarter and a record high for a single quarter.
川湖's cumulative revenue for the first 9 months was NT$33.62 billion, up 167.8% year over year.
川湖 reported August pretax profit of NT$4.826 billion and after-tax net profit of NT$3.819 billion. Monthly after-tax earnings per share were NT$40.07, up more than 2.12 times year over year.
川湖's July unaudited earnings per share were NT$50.24, bringing the combined total for July and August to NT$90.13 per share.
Servers now account for more than nine-tenths of 川湖's revenue.
川湖's September revenue declined mainly because the rush orders from cloud service providers and artificial intelligence companies in July and August came to an end.
川湖 aims to maintain double-digit growth in overall operations next year.
S&P 500 hits record high, but only 3% of its constituents reach new peaks—these 15 stocks are carrying the index
Published ・ Source Taiwan | 鉅亨網
The S&P 500 hit another intraday record on October 6, but only 15 of its 504 constituents reached new highs, a mere 3%. The 15 stocks had a combined market capitalization of about $8.7 trillion, with 輝達 alone accounting for about two-thirds, underscoring the unprecedented extent to which a handful of mega-cap companies are supporting the broader index.
Facts
During U.S. trading on October 6, only 15 of the S&P 500's 504 constituents hit record highs, a mere 3%.
The median S&P 500 constituent's share price remains 25% below its own record high. A total of 294 stocks, or 58% of the index's constituents, are at least 20% below their highs, while another 88 stocks remain more than 50% below their peaks.
SPDR S&P 500 ETF Trust has gained 13.8% year to date, but the median S&P 500 constituent is up just 3.5%. A total of 220 stocks, or 44% of constituents, remain in negative territory year to date.
Invesco S&P 500 Equal Weight ETF was quoted at about $212.10, 5.1% below its record high of $223.44. The gap between the market-cap-weighted S&P 500 and its equal-weight version has widened to its largest ever.
The 15 constituents that hit intraday records on October 6 had a combined market capitalization of about $8.7 trillion, equivalent to 11.5% of the entire index's market value. 輝達's market capitalization was about $5.8 trillion, meaning the single company accounted for about two-thirds of the 15 stocks' combined value.
超微 shares rose 3.7% on October 6, while 花旗 raised its price target for 超微 from $575 to $800. 超微 shares have surged 199.4% year to date.
輝達 was the only company among the S&P 500's top 10 holdings by weight to hit a record high on October 6. Its shares have risen 26.5% year to date in 2026.
【AI Catch-Up Stocks in the Spotlight】華新科, 南電 and 環球晶 lead the way! 3 sectors take off—get an early look at the next low-base rally candidates
Published ・ Source Taiwan | 鉅亨網
摩爾投顧 analyst 江國中 identified three major AI catch-up groups in Taiwan stocks: high-end ABF substrates, high-end MLCCs and passive components, and silicon wafers. He said the “shortage + price hikes” theme could sustain momentum for two to three years.
Facts
Tight supply and demand for high-end ABF substrates is expected to persist through 2027 and possibly 2028.
華新科 (2492-TW)'s book-to-bill ratio (B/B Ratio) surged from 1.4 to 1.8.
The supply shortfall for 12-inch silicon wafers is about 8% by the end of this year, 15% next year and 24% the year after.
The specifications and quantity of MLCCs used in AI servers are several times those used in traditional servers.
The severe shortage of high-end passive components is expected to extend through 2027 and spread to mid- and low-end products.
Key stocks in the ABF substrate group are 南電 (8046-TW), 欣興 (3037-TW), 景碩 (3189-TW), 臻鼎-KY (4958-TW), 大量 (3167-TW) and 尖點 (8021-TW).
Key stocks in the silicon wafer group are 環球晶 (6488-TW), 中美晶 (5483-TW), 合晶 (6182-TW) and 嘉晶 (3016-TW).
Taiwan stocks surge 72% this year to lead the world, overtaking South Korea as the top AI investment pick
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks have risen 72% year to date in 2026, leading global markets and overtaking South Korea's KOSPI as the top AI investment pick. A Bank of America survey found that 40% of fund managers had increased their Taiwan stock holdings, citing Taiwan's broad AI supply-chain exposure and earnings driven by shipment volumes, which they see as more sustainable than South Korea's concentration in Samsung and SK海力士.
Facts
Taiwan's weighted index has risen 72% year to date in 2026, the best performance among more than 90 stock indexes tracked by Bloomberg.
The KOSPI has gained about 65% year to date in 2026, ranking second.
Last quarter, Taiwan's weighted index outperformed the KOSPI by about 23 percentage points, the widest gap since the start of this century.
A 美國銀行 survey found that about 40% of fund managers had increased their Taiwan stock holdings, compared with 25% for South Korean stocks.
三星電子 and SK海力士 shares fell 19% to 33% in the 3 months through September.
台積電 shares rose 2.9% in the 3 months through September, closing higher for a sixth consecutive quarter.
Taiwan's weighted index has a forward price-to-earnings ratio of about 18 times, compared with about 5.5 times for the KOSPI.
About 10% of Taiwan's weighted index constituents have at least doubled in price this year, compared with 4.1% for the KOSPI and 5.7% for the Nikkei 225.
Companies mentioned：台積電、三星電子、SK海力士、美國銀行、M&G Investments、法國興業銀行、花旗、Allspring Global Investments
Nvidia-backed Lambda's valuation soars, reaching $14.5 billion; plans to raise $4 billion and target a 2027 IPO
Published ・ Source Taiwan | 鉅亨網
Nvidia-backed AI cloud computing startup Lambda is preparing to raise up to $4 billion at a pre-money valuation of $14.5 billion, with Blackstone and Coatue Management leading the round. It is targeting a 2027 IPO. The company's outstanding orders surged from $15 billion in June to $50 billion in September, mainly driven by a $35 billion commitment from Anthropic. Management is also being reshuffled, with Michel Combes taking over as CEO and co-founder Stephen Balaban becoming CTO.
Facts
Pre-money valuation reaches $14.5 billion.
Preparing to raise up to $4 billion.
The company was previously thought by the market to be a possible 2026 listing… its target is now 2027.
Order backlog has grown from $15 billion in June this year to $50 billion in September.
AI model developer Anthropic signed a $35 billion commitment with Lambda at the end of August this year.
Anthropic's $35 billion commitment accounts for about 70% of Lambda's current $50 billion backlog.
Lambda completed a $1.5 billion funding round in November 2025.
Its post-money valuation at the time was about $5.9 billion.
It recently also secured $1 billion in debt financing.
It later secured a $926 million term loan.
Nvidia participated in Lambda's $480 million Series D funding round in February 2025.
It added $35 billion in just 3 months, bringing the scale to about 3.3 times its original size.
Companies mentioned：輝達 (NVDA-US)、Lambda、Blackstone (BX-US)、Coatue Management、Anthropic、CoreWeave (CRWV-US)、Nebius (NBIS-US)、Nscale、AT&T Communications、TWG Capital
華為's 余承東 lays out the harsh reality: profits cannot hold up; survival must come first
Published ・ Source Taiwan | 鉅亨網
華為 Managing Director 余承東 said at an international media roundtable that rising memory prices have added more than $200 in costs to each 華為 phone, significantly eroding overall profit margins. 華為 will have to raise prices in the future, he said, stressing that the company must survive first.
Facts
Memory component prices have surged, adding more than $200 in costs to each phone.
華為 phones generally have higher memory specifications, making them more vulnerable to rising costs.
Many phone makers are now gradually raising product prices.
華為 is doing its best to absorb the higher costs and avoid passing all of the cost pressure on to consumers, but this has significantly eroded overall profit margins.
Yu Chengdong said 華為 will have no choice but to raise smartphone prices in the future.
After smartphone prices rise across the board, the low-end market will face even greater pressure, pushing more manufacturers into the mid-range and high-end markets.
Yu Chengdong said 華為 is confident it can remain competitive through this round of smartphone price increases.
Vance draws a hard line in showdown: Iran must first cut enriched uranium and prove it has no intention of developing nuclear weapons.
Published ・ Source Taiwan | 鉅亨網
US Vice President Vance took a hard line in an interview with Reuters, saying Iran must first reduce its 60% enriched uranium and take concrete steps to prove it has no intention of developing nuclear weapons. Otherwise, the US will not accept ceasefire talks. This position has become a core condition for ending the seven-month US-Iran war and reopening the Strait of Hormuz.
Facts
US Vice President Vance said in an interview with Reuters on Tuesday (the 6th) that Iran must first reduce its uranium enriched to 60% before a ceasefire can be reached.
The US will never accept Iran exchanging verbal promises for a ceasefire.
Iran must first take concrete steps; reducing its nuclear capabilities in the future will not be enough to secure US action.
Vance is demanding that Iran make a “substantial” reduction in its uranium enrichment capabilities to prove it has no intention of developing nuclear weapons.
This is a core US demand for ending the seven-month US-Iran war.
On reopening the Strait of Hormuz, Washington is making nuclear concessions central to the conditions for a ceasefire.
Vance questioned why Iran needs uranium enriched to 60%.
Vance’s latest remarks did not explicitly call on Iran to completely abandon all uranium enrichment.
Kevin Tsai appears at Puma Shen’s campaign headquarters launch; PLA account “Jun Zhengping” weighs in!
Published ・ Source Taiwan | 鉅亨網
Puma Shen, the Democratic Progressive Party’s candidate for Taipei mayor, opened his campaign headquarters on the 4th. Prominent host Kevin Tsai attended and was criticized by the PLA’s “Jun Zhengping” as lending support to a Taiwan independence advocate, prompting mainland Chinese companies to distance themselves overnight.
Facts
Puma Shen, the Democratic Progressive Party’s candidate for Taipei mayor, held a campaign headquarters launch on Beiping East Road on the afternoon of the 4th.
“Jun Zhengping,” a Weibo account affiliated with the PLA’s News and Communications Center, posted on the evening of the 6th criticizing Taiwanese public figures for lending support to Puma Shen.
The topic “Kevin Tsai appears at a Taiwan independence advocate’s campaign event” climbed to the top of Weibo’s trending searches on the 4th.
零跑汽車 issued a statement that evening, taking down content related to Kevin Tsai and reserving the right to pursue legal action.
Mainland Affairs Council Chairman Chiu Chui-cheng responded on the 6th, urging Beijing to respect Taiwan’s freedom and democracy and not interfere in its elections.
Could reopening the Strait of Hormuz still fail to help? 高盛: High diesel prices could persist into next year, as global refining nears its 20-year limit.
Published ・ Source Taiwan | 鉅亨網
高盛’s latest forecast puts the average global diesel and jet fuel crack spread above $40 per barrel in 2027, more than twice the normal level. Global refining capacity will contract again in 2026, and the diesel squeeze is expected to last through 2027.
Facts
高盛 forecasts that the average global diesel and jet fuel crack spread will exceed $40 per barrel in 2027.
Brent crude is expected to stabilize at around $80 per barrel.
Nikhil Bhandari, co-head of natural resources research for 高盛 in Asia Pacific, made the remarks in an interview with CNBC on Monday (the 5th).
Global refining capacity will contract again in 2026, with a net decline of about 300,000 barrels per day outside China.
By the end of this year, refined product inventories measured in days of supply could fall to their lowest level since 2015.
About 2 million barrels per day of refining capacity remain offline in the Middle East.
Baden Moore, an analyst at 里昂證券, believes it could take as long as two years for global inventories to recover.
G7 announced last week that it would release 100 million barrels of crude and refined products from reserves over four months. The initial releases are focused on diesel, briefly sending European diesel futures down 5.75%.
Wall Street turns bearish as the P/E ratio falls to 11 times! Why did “The Big Short” investor Burry sell his biggest holding only to buy it back?
Published ・ Source Taiwan | 鉅亨網
Michael Burry, the real-life figure behind “The Big Short,” is selling his largest holding, Lululemon, and moving into Deckers Outdoors for tax benefits, with plans to buy Lululemon back in 30 days.
Facts
Burry is selling his largest holding, Lululemon, and switching to Deckers Outdoors for tax benefits.
Burry will buy Lululemon back after the 30-day wash-sale restriction period expires.
Lululemon has a P/E ratio of just 11 times, and its share price is at an eight-and-a-half-year low.
輝達 shares hit a record high, closing at $238.90, with a market value of $5.75 trillion.
Of the 13,097 ratings on S&P 500 constituents, 60% are buy, 36% hold and 5% sell.
Opposition to AI data centers is mounting in the US. A May 2026 Gallup poll found that 71% of Americans oppose building them locally, compared with 53% opposition to nuclear power plants. The four main reasons are rising utility bills, water-use disputes, noise pollution and limited long-term employment. The backlash has stalled at least 75 projects in the first three quarters of this year, involving about $130 billion in investment. Tech giants such as Google, 微軟, Meta and 亞馬遜 are starting to invest upstream in power, as companies face challenges extending beyond the race for computing power to negotiations over the grid and local interests.
Facts
71% of Americans oppose building AI data centers in their communities.
Among them, 48% strongly oppose them.
The overall opposition rate is higher than the 53% opposition rate for nuclear power plants.
Overall electricity prices in the US have risen about 40% since 2021.
Data centers accounted for about 4.4% of total US electricity consumption in 2023.
That figure could rise to 6.7% to 12% by 2028.
Data center demand in interconnection applications to the Electric Reliability Council of Texas (ERCOT) has reached about 474 gigawatts.
Large facilities can use up to 5 million gallons of water per day.
About 18,900 tons, equivalent to the daily water use of a small or midsize town.
Water bills are expected to rise 33% over the next two years.
Original加州蒙特利公園市原規劃的50兆瓦資料中心
It was only about 150 meters from residential areas.
Voters approved a ban on data center construction with 88.34% support.
A typical 250,000-square-foot data center.
About 50 permanent full-time jobs over the long term.
Although about 1,500 workers may be employed during construction.
Those jobs typically last only 12 to 18 months.
At least 75 data center projects across the US have been halted, delayed or canceled.
They involve about $130 billion.
A $6 billion project in Festus, Missouri, failed to proceed after voter opposition.
It takes an average of more than ten years from planning to completion.
Companies mentioned：Google、微軟、Meta、亞馬遜、Intersect Power
The top U.S. stock market stories include Marvell Technology, the nuclear power agreement between Google and Constellation Energy, a price-target increase for AMD, a patent settlement between Micron and Netlist, and Tesla's Cybercab making its European debut.
Facts
邁威爾科技(Marvell Technology) shares surged 5.8% on Tuesday (the 6th).
邁威爾科技 expects revenue to reach about $80 billion by fiscal 2031.
Citi raised its price target for AMD from $575 to $800.
Micron will pay $600 million to settle a patent dispute with Netlist and obtain a five-year license for HBM technology.
Netlist said Micron will pay $30 million per quarter.
Tesla will showcase its Cybercab in Europe for the first time at the Paris Motor Show, which opens on October 12, but will not offer rides.
Revenue Update - A roundup of September revenue at major Taiwanese companies on October 7, 2026 (27 new additions)
Published ・ Source Taiwan | 鉅亨網
A roundup on October 7, 2026, of September revenue at major Taiwanese companies found that 28 companies with capital of at least 5 billion had reported results. The top three year-over-year gainers were in the semiconductor, automotive and rubber industries, while the rubber and technology sectors led monthly growth.
Facts
As of 07:55 Taipei time on October 7, 2026, a total of 28 major Taiwanese companies with capital of at least 5 billion had reported September revenue.
The top 3 companies by year-over-year revenue growth in September were 南亞科, up 576.6%; 鴻華先進-創, up 341.1%; and 南港, up 270.3%.
The top 3 companies by monthly revenue growth in September were 南港, up 87.5%; 宏達電, up 37.7%; and 技嘉, up 33.1%.
September revenue rose by more than 25% year over year at 13 companies, grew by between 0% and 25% at 11 companies, and fell by more than 20% at 2 companies.
The top 5 companies by year-over-year revenue growth in September, in order, were 南亞科, up 576.6%; 鴻華先進-創, up 341.1%; 南港, up 270.3%; 華邦電, up 256.7%; and 技嘉, up 125.5%.
The top 5 companies by monthly revenue growth in September, in order, were 南港, up 87.5%; 宏達電, up 37.7%; 技嘉, up 33.1%; 鴻海, up 25.7%; and 華通, up 22.9%.
Original技嘉9月營收為630.99億，鴻海9月營收為1.16兆。
The data is for reference only and does not constitute investment advice.
Shipments could begin by year-end! SK海力士 subsidiary Solidigm adds Taiwan ODM base to expand data center SSD supply
Published ・ Source Taiwan | 鉅亨網
SK海力士 subsidiary Solidigm issued a PCN on September 25, announcing the addition of an ODM manufacturing base in Taiwan to enhance flexibility in data center SSD production. The new facility could begin shipping products as early as December 24, 2026, with no changes to product specifications.
Facts
SK海力士 data center storage subsidiary Solidigm issued a product change notification (PCN) on September 25.
Solidigm announced the addition of an ODM manufacturing base in Taiwan to its data center SSD production network.
The new ODM base is intended to improve manufacturing flexibility and business continuity.
Starting December 24, 2026, Solidigm customers may begin receiving products manufactured at the new facility.
The models, specifications and quality of the data center solid-state drives will not be affected.
Solidigm has established SSD ODM partnerships in Taiwan with 力成科技 and 和碩聯合.
Solidigm is considering a U.S. IPO as early as 2027, at a valuation of up to $150 billion.
SpaceX shares surged 8% on Monday (the 5th), closing at $171 and rebounding nearly 50% from their low to return to the IPO price.
SpaceX shares rose 0.49% on Tuesday.
Implied volatility for SpaceX was above 110 early after its listing, and the shares climbed from $171 to an intraday high above $225 in less than three full trading sessions.
After trading within a 10% price range for seven weeks, implied volatility fell to 55, after briefly dipping below its record low of 50 last Thursday.
Original摩根士丹利分析師喬納斯週一重申300美元目標價。
A Falcon 9 rocket delivered four astronauts to the International Space Station in less than 8 hours, setting a record.
Options trading volume reached 1.7 million contracts on Monday, twice the 30-day average, with a total value of $900 million.
Market makers estimate there is less than a 50% chance SpaceX shares will reach $225 by next July, and a 54% chance they will reach $185 by the end of this month.
AMD hits another record high! Citi sees it as a major winner amid the boom in AI agents
Published ・ Source Taiwan | 鉅亨網
Citi raised its price target for AMD from $575 to $800, citing AI agents' potential to drive the CPU market to $300 billion by 2030. AMD shares hit a record high, closing at $649.42, up more than 3 times this year.
Facts
Citi analysts raised their price target for AMD from $575 to $800, the highest on Wall Street.
AMD shares briefly topped $658 intraday on Tuesday before closing up 2.8% at $649.42.
Citi estimates the CPU market will expand sharply from $25 billion last year to $300 billion in 2030.
Citi considers AMD a "key beneficiary of the CPU renaissance."
AMD CEO 蘇姿丰 said the company plans to significantly increase supply capacity next year.
AMD shares have risen more than 3 times so far this year.
Apollo leads, with Pimco among lenders! FT: SpaceX plans to raise $40 billion to buy 輝達 chips
Published ・ Source Taiwan | 鉅亨網
Media reports say SpaceX plans to raise $40 billion to buy 輝達 chips, including about $10 billion in bank loans and $30 billion in investment-grade bonds. Apollo Global Management is leading the deal, with Pimco among the lenders, and it is expected to be completed in 2027.
Facts
SpaceX is seeking to raise $40 billion to buy 輝達 chips.
SpaceX plans to borrow about $10 billion from banks.
SpaceX plans to issue $30 billion in investment-grade bonds.
Apollo Global Management is expected to lead the deal.
Apollo will help sell SpaceX bonds to a broad range of investors.
Pimco is one of a small group of lenders in talks to finance the deal.
The deal is expected to be completed in 2027.
Companies mentioned：SpaceX、輝達、Apollo Global Management、Pimco
Weak jobs data fails to change expectations of a sell-off! U.S. long-term Treasury yields continue hovering near 24-year highs as traders keep adding to short positions
Published ・ Source Taiwan | 鉅亨網
Long-term U.S. Treasury yields are hovering near 24-year highs, and traders continue adding to short positions. The 10-year and 30-year Treasury yields touched 5.34% and 5.70%, respectively, on the 6th, their highest levels since 2002; 花旗 and 美銀 both say positioning is at an extreme short.
Facts
The 10-year and 30-year U.S. Treasury yields touched 5.34% and 5.70%, respectively, on Tuesday (the 6th), both reaching their highest levels since 2002.
Open interest in 10-year Treasury futures increased on 14 of the past 18 trading days.
花旗 said positioning in U.S. Treasuries remains “extremely short.”
美銀 said CTA short positions are near their highest level and markedly above 2022 levels.
巴克莱 head of rates research Pradhan expects some technical selling pressure to gradually ease.
Factors pushing yields higher include Iranian oil prices, fiscal deficits, AI capital spending financing needs and the Federal Reserve’s tight stance.
There was a brief covering of short positions and a rebound in bond prices after weak nonfarm payrolls data was released.
Without a clear catalyst, a rally in long-dated bonds looks more like a breather amid a months-long decline.
[宏碁遊戲-創] Announcement on behalf of subsidiary Winking Studios Limited regarding the execution of its share buyback
Published ・ Source Taiwan | 臺灣證券交易所
宏碁遊戲-創 (ticker 6908) announced on behalf of its subsidiary Winking Studios Limited the execution of a share buyback on 2026/10/06, repurchasing 23,300 shares on the market that day at SGD 0.2000 per share, for a total consideration of SGD 4,686.86.
【福壽】 (Supplement to the major-event announcement of 115年8月24日) The company received an indictment from prosecutors at the Taiwan Taichung District Prosecutors Office on Aug. 24, as well as a motion to consolidate the case from the Taiwan Keelung District Prosecutors Office.
福壽實業 received an indictment from prosecutors at the Taiwan Taichung District Prosecutors Office on 115年8月24日, as well as a motion to consolidate the case from the Taiwan Keelung District Prosecutors Office.
Some batches of salad oil produced by 中聯油脂股份有限公司 between 115年4月至6月 had excessive levels of benzo[a]pyrene.
The parties were accused of failing, after learning that benzo[a]pyrene levels exceeded the limit, to proactively stop manufacturing, processing and selling the product, arrange a recall and notify the competent authority as required under Article 7, Paragraph 5 of the Act Governing Food Safety and Sanitation.
For the individuals involved, prosecutors filed charges of selling food containing substances harmful to human health under Article 55 of the Criminal Code and Article 15, Paragraph 1, Subparagraph 3 of the Food Safety Act.
Under Article 49, Paragraph 5 of the Food Safety Act, 福壽實業股份有限公司 is subject to a fine of up to 10 times the amount stipulated in Paragraphs 1 and 2 of the same article.
The Taiwan Keelung District Prosecutors Office referred the case for consolidated proceedings on the same legal grounds and based on the same facts, with only the victims differing.
The case document numbers are 115年度偵字第8080、8081號, and the authority handling the matter is the Taiwan Keelung District Prosecutors Office.
【誠研】 announces a change in the corporate representative chairman of its important subsidiary 謙華科技(股)公司.
Published ・ Source Taiwan | 臺灣證券交易所
誠研 (3494) announced on behalf of its important subsidiary 謙華科技 that former Chairman 黃川 died on 115年8月3日. 黃茯, the corporate director representative of 邦國投資有限公司, will take over as the new chairman, serving through 116年5月21日.
Facts
誠研 announces a change in the corporate representative chairman of its important subsidiary 謙華科技（股）公司.
This announcement falls under Clause 6.
The date of occurrence was 115年8月3日.
The reason for the departure of former Chairman 黃川 was his death.
The new chairman is 黃茯, who is the corporate director representative of 邦國投資有限公司.
The new appointment takes effect from 115年8月3日 through 116年5月21日.
The company code is 3494, and the company name is 誠研.
【鋐寶科技】 announces a change in an important operations executive.
Published ・ Source Taiwan | 臺灣證券交易所
鋐寶科技 (company code 6674) announced a change in an important operations executive. 王昱賀, who also serves as general manager, will be replaced as head of the Operations Division by 何振宇, who also serves as the head of finance and accounting. The change is a role reassignment and takes effect on 115年10月5日.
Facts
The company name is 鋐寶科技, and the company code is 6674.
The report date is 115年10月7日.
The date of occurrence is October 5, 115
The former head of the Operations Division was 王昱賀, who also served as the company’s general manager.
The new head of the Operations Division is 何振宇, who also serves as the company’s head of finance and accounting.
Both the nature and reason for the change are a position adjustment
This change is a reassignment of the head of the Operations Division; the general manager and head of finance and accounting positions are unchanged.
【鋐寶科技】 announces a change in an important operations executive.
Published ・ Source Taiwan | 臺灣證券交易所
鋐寶科技 announced a change in an important operations executive. Former business division vice president 黃偉鑫 was reassigned on 115年10月5日, with General Manager 王昱賀 also taking on the role of head of the Business Division.
Facts
The company name is 鋐寶科技, and the company code is 6674.
This is a change in an important operations executive.
The former executive was 黃偉鑫, vice president of the company’s Business Division.
The new executive is 王昱賀, who also serves as the company’s general manager and head of the Business Division.
【富邦金】 announces on behalf of 富邦現代人壽 its acquisition of MIRAE ASSET GLOBAL INFRASTRUCTUREDEBT PRIVATELY PLACED INVESTMENT TRUST 1-4.
Published ・ Source Taiwan | 臺灣證券交易所
富邦金 (2881) announced on 115年10月6日 on behalf of its subsidiary 富邦現代人壽 that it acquired the private fund MIRAE ASSET GLOBAL INFRASTRUCTURE DEBT PRIVATELY PLACED INVESTMENT TRUST 1-4, with a subscription amount of up to the equivalent of US$20 million in Korean won, for use in life insurance fund management.
Facts
富邦金 announced on behalf of 富邦現代人壽 its acquisition of the private fund MIRAE ASSET GLOBAL INFRASTRUCTURE DEBT PRIVATELY PLACED INVESTMENT TRUST 1-4.
The date of occurrence was 115年10月6日.
The total subscription amount is up to the equivalent of US$20 million in Korean won; there is no transaction quantity or unit price.
To date, 富邦現代人壽 has accumulated a 33.33% holding in the securities in this transaction, for an amount of up to the equivalent of US$20 million in Korean won, with no restrictions on its rights.
Investment in privately placed securities accounts for 2.91% of the financial holding company’s total and 3.52% of equity attributable to owners of the parent.
The purpose of this acquisition is to use the funds for life insurance operations in accordance with the Insurance Act.
Companies mentioned：富邦金、富邦現代人壽、Mirae Asset Global Investments Co., Ltd.、宏維會計師事務所
[誠研] Announces Change in Chairperson of Its Important Subsidiary HiTi Digital America, Inc.
Published ・ Source Taiwan | 臺灣證券交易所
誠研 (3494) announced on Oct. 7, 115, a change in the chairperson of its important subsidiary HiTi Digital America, Inc. Former chairperson 黃川 stepped down following his death and was succeeded by 賴正中, the representative of 誠研科技's corporate director.
Facts
誠研 Announces Change in Chairperson of Its Important Subsidiary HiTi Digital America, Inc.
The former chairperson was 黃川.
Former chairperson 黃川 was previously chairperson of 謙華科技(股)公司.
The new chairperson is 賴正中.
The new chairperson, 賴正中, is the representative of 誠研科技(股)公司's corporate director.
The new appointment is effective from Oct. 6, 115, through June 19, 116.
Companies mentioned：誠研、HiTi Digital America, Inc.、謙華科技(股)公司、誠研科技(股)公司
【中環】Announcement of the Company's Acquisition of Securities
Published ・ Source Taiwan | 臺灣證券交易所
中環 (company code 2323) announced on Oct. 6, 115, the acquisition of 穩懋 common stock. The transaction period was 115/9/30 to 115/10/6, and the total transaction amount was NT$328,707,000. The purpose was portfolio investment.
Facts
The transaction period was 115/9/30 to 115/10/6.
The purpose of the acquisition was portfolio investment.
This transaction is not a related-party transaction
中環 authorized its securities trader on Sept. 30, 115, to conduct securities transactions on the centralized exchange market in the fourth quarter of 115.
[中信金] Announces That Its Subsidiary 台灣人壽 Has Been Approved to Invest in Brookfield Infrastructure Fund VI-A, L.P.
Published ・ Source Taiwan | 臺灣證券交易所
中信金 (2891) announced on Oct. 6, 115, on behalf of its subsidiary 台灣人壽, that an investment in Brookfield Infrastructure Fund VI-A, L.P. had been approved. The total transaction amount will not exceed US$30,000,000. The investment will deploy life insurance funds in accordance with the Insurance Act, and the estimated stake is approximately 0.1%.
Facts
This investment will deploy life insurance funds in accordance with the Insurance Act.
This private placement investment represents 3% of the company's total assets and 20% of equity attributable to owners of the parent, based on the latest financial statements.
Companies mentioned：中信金、台灣人壽、Brookfield Infrastructure Fund VI-A, L.P.、Brookfield Infrastructure Fund VI GP LLC、青田會計師事務所
The company code is 2838, and the company name is 聯邦銀.
For September 115, earnings per share were NT$0.13 before tax and NT$0.14 after tax; cumulative earnings per share were NT$1.18 before tax and NT$1.00 after tax.
At the end of September, the non-performing loan ratio was 0.25%, and the bad debt coverage ratio was 501.99%.
Cumulative consolidated pre-tax earnings through September this year increased 13.96% from the same period last year.
The above figures are unaudited and have not been audited or reviewed by an accountant.
[眾達-KY] Announces on Behalf of Its Subsidiary PCL TECHNOLOGIES TRADING, INC. That the Amount of Newly Extended Loans Meets the Disclosure Threshold Under Article twenty-second, Paragraph first, Subparagraph third of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.
眾達-KY announces on behalf of its subsidiary PCL TECHNOLOGIES TRADING, INC. that the amount of newly extended loans meets the disclosure threshold under Article twenty-second, Paragraph first, Subparagraph third of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.
The recipient of the loan is Pinnaclite Technologies, Inc., a 100%-owned subsidiary of the company.
Original本次新增資金貸與之金額為168,805仟元
The loan is required to make early repayment of part of a syndicated loan.
Repayment must be made within one year from the date of the first drawdown.
Original迄事實發生日為止，資金貸與餘額為890,112仟元
The outstanding loan balance was 20.70% of the net worth shown in the public company's most recent financial statements.
Companies mentioned：眾達-KY、PCL TECHNOLOGIES TRADING, INC.、Pinnaclite Technologies, Inc.
[台汽電] Announces Asset Acquisition by Its Subsidiary 苗栗風力股份有限公司
Published ・ Source Taiwan | 臺灣證券交易所
台汽電 (8926) announced on Oct. 6, 115, on behalf of its subsidiary 苗栗風力股份有限公司, the acquisition of wind turbines and ancillary equipment for a total transaction amount of up to NT$1,197,822,000. The counterparty is its related company 星能股份有限公司.
Facts
台汽電 announced the acquisition of assets by its subsidiary 苗栗風力股份有限公司.
星能公司 was selected as the transaction counterparty because it has a track record of turnkey engineering projects at onshore wind farms.
The acquired assets are machinery and equipment for business use.
【金寶】 announced on behalf of its subsidiary, 泰金寶科技股份有限公司, in accordance with Article twenty-fifth, Paragraph first, Subparagraph fourth of the “Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies.”
As of the date of the event, 泰金寶科技’s outstanding endorsements/guarantees accounted for 100.38% of its net worth as reported in its most recent financial statements; the combined balance of endorsements/guarantees, long-term investments and loans of funds accounted for 273.95% of net worth.
The additional amount of endorsements/guarantees announced on Aug. 14, 115, was approved by the board for the chairperson to decide on its behalf. The announcement was made because the final loan facility obtained increased.
【台達電】 announced on behalf of its subsidiary Eltek Norway AS the key resolutions of its 115 extraordinary shareholders’ meeting.
Published ・ Source Taiwan | 臺灣證券交易所
台達電 (company code 2308) announced on behalf of its subsidiary Eltek Norway AS on Oct. 6, 115, the key resolutions of its 115 extraordinary shareholders’ meeting. The meeting approved an amendment to the procedures for the acquisition or disposal of assets, under Subparagraph 18.
Facts
台達電 announced on behalf of its subsidiary Eltek Norway AS the key resolutions of its 115 extraordinary shareholders’ meeting.
The extraordinary shareholders’ meeting was held on Oct. 06, 115.
The key resolution was approval of an amendment to the procedures for the acquisition or disposal of assets.
The company code is 2308, and the company name is 台達電.
【台達電】 announced on behalf of its subsidiary Eltek Norway AS a resolution to convene an extraordinary shareholders’ meeting in 115.
Published ・ Source Taiwan | 臺灣證券交易所
台達電 (2308) resolved on Oct. 6, 115, to convene an extraordinary shareholders’ meeting in 115 for its subsidiary Eltek Norway AS. The meeting will be conducted by written resolution, with the sole agenda item being an amendment to the procedures for the acquisition or disposal of assets.
Facts
The company code is 2308, and the company name is 台達電.
The company announced on behalf of its subsidiary Eltek Norway AS a resolution to convene an extraordinary shareholders’ meeting in 115.
The board resolution and the extraordinary shareholders’ meeting are both dated Oct. 6, 115.
The extraordinary shareholders’ meeting will be conducted by written resolution.
The sole agenda item is a discussion of an amendment to the procedures for the acquisition or disposal of assets.
The start and end dates of the share transfer suspension period are both NA.
This announcement complies with Subparagraph 17, and the date of the event is Oct. 6, 115.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 11th Period (2026/01/14–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Invesco Asset Management filed the annual securities report for the 11th period of “世カエル分配” on October 7, 2026. Net assets at the end of the period were approximately 26.2 billion yen, and the return was 9.20%.
Facts
The return for the 11th specified period was 9.20%.
The fund’s net asset value is listed in the morning edition of the Nihon Keizai Shimbun under the name “世カエル分配”.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Invesco Asset Management filed the annual securities report for the 7th period (2025/7/11–2026/7/10). Net income for the period exceeded 15.3 billion yen, net assets grew to 55.6 billion yen, approximately 2 times the previous period, and the return was 40.73%.
Facts
The period covered is the 7th accounting period, from July 11, 2025, to July 10, 2026.
Operating revenue for the period was 16,158,967,948 yen.
Net income for the period was 15,314,348,643 yen.
The return for the 7th accounting period was 40.73%.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Invesco Asset Management filed the annual securities report for the 7th period (2025/7/11–2026/7/10) with EDINET on October 7, 2026. The return of the ICE Developed Markets Government Bond (ex Japan) Index-linked fund was 11.73%.
Facts
The fund is an open-end investment trust that aims to achieve investment results linked to the movement of the ICE Developed Markets Government Bond (ex Japan) Index (yen-based).
Net assets at the end of the period (as of July 10, 2026) were 152,198,219,740 yen.
The trust principal limit is 500 billion yen and may be changed by agreement between the management company and the trustee.
According to the statement of net assets (as of July 31, 2026), net assets per 1 unit of the fund were 1.3774 yen.
For reference, net assets per 1 unit of the master fund (Developed Markets Bond Index Master Fund) were 1.3913 yen as of July 31, 2026.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
インベスコ・アセット・マネジメント株式会社 filed with EDINET on October 7, 2026, the annual securities report for the 7th period, covering July 11, 2025–July 10, 2026. The fund linked to developed-market bonds excluding Japan recorded a return of △1.67% for the period and total net assets of approximately 13.81 billion yen.
Facts
The filer is インベスコ・アセット・マネジメント株式会社.
The EDINET code is E06479.
The period covered is July 11, 2025, to July 10, 2026.
The fund invests primarily in government bonds of developed countries excluding Japan on a look-through basis and aims to achieve investment results linked to the ICE Developed Markets Government Bond (ex Japan) Index (yen-hedged basis).
The trust's maximum amount is 500 billion yen.
The return for the 7th accounting period was △1.67%.
Net loss for the period was 270,412,036 yen.
Net assets per 1 unit as of July 31, 2026, were 0.7660 yen.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Invesco Asset Management filed the 7th-period annual securities report for a domestic investment trust beneficiary certificate linked to MSCI Kokusai. It recorded net income for the period of 57,418,541,577 yen, net assets at period-end of 247,899,851,792 yen, and a return of 33.80%.
Facts
The return for the 7th accounting period was 33.80%.
As of July 31, 2026, net assets per 1 unit were 3.4636 yen, total net assets were 242,293,324,007 yen, and units issued totaled 69,954,569,542.
The main investment target is the MSCI Kokusai Index Master Fund, and valuation is based on the net asset value of the investment trust beneficiary certificates.
The amount of net income for the period distributed in connection with partial cancellations was 3,643,638,450 yen.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Invesco Asset Management filed with EDINET on October 7, 2026, the annual securities report for the 7th period (2025/7/11–2026/7/10). Net assets at the end of the period were approximately 12.9 billion yen, and the return was 17.22%.
Facts
The filer is インベスコ・アセット・マネジメント株式会社.
The return for the 7th accounting period was 17.22%.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Invesco Asset Management filed a securities report for the 7th fiscal period (2025/7/11-2026/7/10) of its investment trust beneficiary certificates tracking an emerging-market bond index. Net assets at period-end were 69.38 billion yen, and the return was 23.27%.
Facts
The filer is インベスコ・アセット・マネジメント株式会社.
The period covered is from July 11, 2025, to July 10, 2026.
Net assets at period-end were 69,380,435,125 yen.
The return for the 7th calculation period was 23.27%.
The maximum amount of trust funds is ¥500 billion.
The fund primarily invests in U.S. dollar-denominated public and corporate bonds in emerging markets through a master fund.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
インベスコ・アセット・マネジメント株式会社 filed a securities report for the 7th fiscal period (2025/7/11–2026/7/10) with EDINET. Net income for the period was 2,317,216,727 yen, and the return was 29.31%.
Facts
The filer is インベスコ・アセット・マネジメント株式会社.
The period covered is from July 11, 2025, through July 10, 2026.
The return for the 7th calculation period was 29.31%.
フィデリティ投信株式会社 filed a securities report for the 42nd fiscal period (2026/1/14–2026/7/10) with EDINET on October 7, 2026. Net assets at period-end were 144,676,084,242 yen, and operating revenue was 17,521,239,358 yen.
Facts
The filer is フィデリティ投信株式会社.
Net assets at period-end were 144,676,084,242 yen.
Operating revenue for the period was 17,521,239,358 yen.
Operating profit, ordinary profit, and net income for the period were each 16,747,934,237 yen.
The fund primarily invests in listed Japanese stocks through investments in beneficiary certificates of the Fidelity Japan Dividend Growth Stock Master Fund.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Invesco Asset Management filed with EDINET on October 7, 2026, a securities report for the 7th fiscal period (July 11, 2025–July 10, 2026) of a fund tracking developed-market REITs excluding Japan. The return for the 7th fiscal period was 12.10%.
Facts
The period covered is from July 11, 2025, through July 10, 2026.
The return for the 7th calculation period was 12.10%.
Net assets at period-end were 487,093,161 yen.
The maximum amount of trust funds is ¥500 billion.
The fund is managed with the aim of achieving investment results that track the Solactive Developed Markets Select REITs (ex Japan) Index (including after-tax dividends, yen-hedged).
三井住友トラスト・アセットマネジメント株式会社 filed a securities report for the 3rd fiscal period of its investment trust beneficiary certificates with EDINET on October 7, 2026. Net assets at period-end were approximately 585.6 billion yen, and the return was 219.7%.
Facts
The period covered (3rd fiscal period) was from July 8, 2025, to July 7, 2026, and the filing time was 09:09 on October 7, 2026.
The return for the 3rd calculation period (July 8, 2025–July 7, 2026) was 219.7%.
The fund aims to achieve medium- to long-term growth of its trust assets, and the trust principal is capped at 500 billion yen.
Tokio Marine Asset Management filed a securities report for the 16th fiscal period (January 8–July 7, 2026) with EDINET on October 7, 2026. The balance of parent investment trust beneficiary certificates was approximately 536.9 billion yen, and net assets per unit were 3.6743 yen.
Facts
The filing time was 09:08 on October 7, 2026.
The period-end balance of parent investment trust beneficiary certificates was 536,944,465,373 yen.
Original2026年7月31日現在の1単位当たり純資産額は3.6743円である。
The name of the parent fund (reference: current status of the parent investment trust) is 東京海上・宇宙関連株式マザーファンド.
The fund's objective is stated as: “The fund is managed with the aim of growing its trust assets.”
Operating revenue for the period was 64,379,524,294 yen.
【インベスコ・アセット・マネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) – 7th Period (2025/07/11–2026/07/10)
Published ・ Source Japan | EDINET 金融庁開示
Invesco Asset Management filed a securities report for the 7th fiscal period (2025/7/11–2026/7/10). The fund primarily invests in domestic REITs, with net assets of approximately 77.9 billion yen and a return for the period of 6.57%.
Facts
The filer is インベスコ・アセット・マネジメント株式会社.
The calculation period covered was the 7th fiscal period, from July 11, 2025, to July 10, 2026.
The return for the 7th calculation period was 6.57%.
Original2026年7月31日現在の1単位当たり純資産額は1.1279円である
In principle, the net asset value is listed in the morning edition of the Nikkei on the day after the calculation date under the fund name “ＦＷＪリート”.
The fund primarily invests in REITs listed on Japanese financial instruments exchanges.
Sumitomo Mitsui Trust Asset Management filed a securities report for its 11th fiscal period (Jan. 8, 2026–July 7, 2026). Net assets at the end of the period increased to 33.55 billion yen, and net assets per 10,000 units stood at 13,675 yen.
Facts
The period covered is the 11th fiscal period, from Jan. 8, 2026, to July 7, 2026.
The trust fund has a maximum limit of 1.2 trillion yen.
The fund aims to manage its assets to achieve medium- to long-term growth in the investment trust property.
The amount of the period's net loss allocated in connection with partial cancellations was -222,905,015 yen.
The net asset value is generally listed under the security name “FW Domestic Bonds” in the morning edition of 日本経済新聞 on the day after the calculation date.
[野村アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 18th Fiscal Period (July 9, 2025–July 8, 2026)
Published ・ Source Japan | EDINET 金融庁開示
Nomura Asset Management filed a securities report for the 18th fiscal period of its Russian stock index-linked ETF, NEXT FUNDS Russian Stock Index Linked ETF, on Oct. 7, 2026. Against the backdrop of the Russia-Ukraine situation, subscriptions and redemptions have been suspended and the ETF was delisted in 2022. It is being managed on the assumption that it will be redeemed on July 8, 2050.
Facts
The period covered is from July 9, 2025, to July 8, 2026.
The filer is 野村アセットマネジメント株式会社.
The fund has suspended acceptance of subscription and redemption applications since Feb. 24, 2022.
The fund was delisted on Dec. 20, 2024.
The trust termination date is set for July 8, 2050.
The fund's trust money limit is 1 trillion yen.
The return for the 18th calculation period (July 9, 2025–July 8, 2026) was 176.9%.
台灣自來水公司 announced a temporary water supply suspension from 8:30 a.m. to 12 p.m. on Oct. 7, 115, due to pipeline relocation work on Shilin Road and Lane 633, Wenhua Road, Douliu City. Service to customers at the ends of the pipelines may not be restored until 13:00, and work will be postponed in case of rain.
Facts
Water supply will be suspended from 8:30 a.m. to 12 p.m.
An emergency water outage alert was issued for Jianshan Village, Yanchao District, Kaohsiung City, due to emergency repairs to a 125mm PVCP pipeline on Hongshan Lane, Yanchao District. The outage is in effect from 7:54:18 a.m. to 12 p.m. on Oct. 7, 2026. Severity: Minor.
Facts
Emergency repairs to a 125mm PVCP pipeline on Hongshan Lane, Yanchao District.
Liyutan Reservoir (discharge into Jingshan Creek): free overflow (Miaoli County, Taichung City)
Published ・ Source Taiwan | 國家災害防救科技中心
The Water Resources Agency issued a notice that Liyutan Reservoir is releasing water by free overflow into Jingshan Creek. The affected areas include Sanyi Township, Miaoli County, and Waipu, Dajia, Houli and Daan districts, Taichung City. Residents along the banks were urged to stay away from the riverbed.
Baoshan No. 2 Reservoir (discharge to Shijing River): Free Overflow (Hsinchu City, Hsinchu County)
Published ・ Source Taiwan | 國家災害防救科技中心
The 水利署 said that Baoshan Second Reservoir is currently releasing water by free overflow into Shijing Creek. The affected areas include Baoshan and Emei townships in Hsinchu County, and the East, North and Xiangshan districts of Hsinchu City. Residents along the banks were urged to exercise caution and stay away from the riverbed.
The 內政部消防署 issued a major fire incident alert after a fire broke out at a multi-unit residential building on Tucheng Road in Waipu District, Taichung City. The incident was rated moderate in severity. The public and road users were urged to avoid gathering to watch and to stay away from the cordoned-off area.
Total assets at the end of September this year stood at 625.0 trillion yen, down 70.2 trillion yen from 695.2 trillion yen at the end of September last year (year-on-year decline of 10.1%).
Down 70.2 trillion yen from 695.2 trillion yen at the end of September last year
Year-on-year decline of 10.1%
695.2 trillion yen at the end of September last year
Government bonds: -52.7 trillion yen (-9.5%)
Loans: -15.4 trillion yen (-18.4%)
Current account deposits: -85.5 trillion yen (-17.0%)
Sales of securities under repurchase agreements: +16.8 trillion yen (+154.9%)
The Bank of Japan's Financial Markets Department released detailed data on market operations conducted in September 2026. The data cover offer amounts, bids, accepted amounts, pro rata and full-allotment rates, pro rata ratios, and remaining maturities for each offer and execution date for purchases of government bonds excluding floating-rate and inflation-indexed bonds (yield-competitive auctions), purchases of floating-rate and inflation-indexed government bonds, and common collateral funds-supplying operations. The data were released on Oct. 7, 2026.
Facts
46274 46275 3550 11080 3553 ... more than 1 year and up to 3 years
46274 46275 3350 7862 3354 ... more than 5 years and up to 10 years
46267 46268 3200 12363 3200 ... more than 3 years and up to 5 years
日本銀行 released its government transaction data for September 2026 (stock and flow tables). Both underwriting and trading balances for government short-term securities were 0, while the balance of long-term government bonds sold under repurchase agreements to 国債整理基金 was 27.5528 trillion yen. During the month, sales of long-term government bonds under repurchase agreements totaled 26.5085 trillion yen, and repurchases amounted to -36.3296 trillion yen, bringing the net change for the month to -9.8211 trillion yen.
Facts
Long-term government bonds sold under repurchase agreements to 国債整理基金 (k) Sales of JGBs to the Government Debt Consolidation Fund under repurchase agreements (k) 275,528
Sales under repurchase agreements (R) Sales under repurchase agreements (R) 265,085
【Residential fire】【Fire at a residence on Tucheng Road, Waipu District, Taichung City, at 03:07 on the 7th; extinguished, 2 people confirmed dead】Update
Published ・ Source Taiwan | 內政部消防署
A fire broke out at 03:07 in a residence in Waipu District, Taichung City, consisting of a one-story reinforced-concrete structure with a sheet-metal addition on the second floor. The fire department dispatched 19 vehicles and 43 personnel and extinguished the fire at 04:12. The burned area was about 20 square meters, and 2 people were confirmed dead.
Facts
03:07: Emergency call received.
03:17: Arrived at the scene.
04:08: Fire brought under control.
04:12: Fire extinguished.
04:55: 1 person found clearly deceased in the first-floor living room.
05:26: Another 1 person found clearly deceased in the second-floor attic.
The fire department dispatched 19 vehicles and 43 personnel.
2 people died
The building was fully engulfed, covering an area of about 20 square meters.
【Earthquake】【A magnitude 4.5 earthquake struck 42.4 kilometers south-southwest of Kaohsiung City Government at 16:41 on the 6th, at a depth of 34.1 kilometers; no damage reported】
Published ・ Source Taiwan | 內政部消防署
At 16:41 on October 6, 2026, an earthquake with a magnitude of 4.5 and a depth of 34.1 kilometers struck 42.4 kilometers south-southwest of Kaohsiung City Government, in waters off southwestern Taiwan. The maximum intensity in Kaohsiung City was 3; no damage has been reported.
Facts
42.4 kilometers south-southwest of Kaohsiung City Government
【Residential Fire】【A fire broke out at the employee dormitory of 鎰勝公司 on Xinxing Street, Guishan District, Taoyuan City, at 19:06 on the 6th; it has been extinguished, and 7 men were taken to hospital as a precaution】
Published ・ Source Taiwan | 內政部消防署
A residential fire broke out at the employee dormitory of 鎰勝公司 on Xinxing Street, Guishan District, Taoyuan City, at 19:06 on the evening of the 6th. The fire department dispatched 16 vehicles and 38 personnel and extinguished the blaze at 19:38. The fire burned an area of 4 square meters and destroyed 5 electric scooters on basement floor 1. Seven male employees from the Philippines were taken to 林口長庚醫院 as a precaution; all were triaged as Level 四.
Facts
Report received at 19:06
Arrived at the scene at 19:15
Fire brought under control at 19:33
Fire extinguished at 19:38
The fire department dispatched 16 vehicles and 38 personnel
All 7 men (all from the Philippines) were taken to 林口長庚醫院 as a precaution at 20:22
5 electric scooters destroyed on basement floor 1
Burned area: 4 square meters
4-story above-ground, 1-story underground RC building