Water Outage (Taoyuan City)
Original台灣自來水公司於2026年10月6日至8日因新裝工程斷管，導致桃園市大園區田心里民生用水停水。
Facts
- No. 300, Rende Road
- Effective time: 2026-10-06T17:14:01
- Expiration time: 2026-10-08T18:30:00
Companies mentioned：台灣自來水公司
2026-10-07 12:00–15:00 JST
757 received, 757 listed, 7 sources ・ Page 8 of 8
One place for news and notices from 2 countries/regions: Japan, 537 items from 1 source; Taiwan, 220 items from 6 sources.
One edition every 180 minutes: every item from every source received in the period, with the original link.
Taiwan | 國家災害防救科技中心 (continued)（41）
Water outage (Yunlin County)
Original台灣自來水公司發布雲林縣古坑鄉高林村因破管搶修導致停水的更新訊息，嚴重程度為輕微。
Facts
- Effective time: 2026-10-07T08:14:56
- Expiration time: 2026-10-07T14:00:00
Companies mentioned：台灣自來水公司
Water Outage (Taichung City)
Original台灣自來水公司配合清水區南社里新裝工程，於2026年10月7日對臺中市梧棲區南簡里及清水區南社里實施停水。
Facts
- No. 118, Nanxin Road, Nanshe Village, Qingshui District
- Effective time: 2026-10-07T10:31:10
- End time: 2026-10-07T18:00:00
Companies mentioned：台灣自來水公司
Water Outage (Taoyuan City)
Original台灣自來水公司因路面滲水施工，於2026年10月7日對桃園市平鎮區部分里實施停水。
Facts
- Effective time: 2026-10-07T10:37:19
- End time: 2026-10-07T17:00:00
Companies mentioned：台灣自來水公司
Strong wind advisory for land areas (yellow alert) (Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, Hsinchu City, Hsinchu County, Chiayi County, Changhua County, Taichung City, Taitung County, Penghu County)
Original中央氣象署發布陸上強風特報（黃色燈號），指出2026年10月7日上午至8日晚上，台灣西部及離島部分地區平均風力達6級以上或陣風8級以上，提醒民眾注意戶外安全。
Facts
- Average winds of scale 6 or above
- Gusts of scale 8 or above
Companies mentioned：中央氣象署
Water outage (Keelung City)
Original台灣自來水公司配合市府污水下水道工程施工，於2026年10月7日10:23至17:30暫停基隆市安樂區三民里供水。
Facts
- Effective time: 2026-10-07T10:23:22
- End time: 2026-10-07T17:30:00
Companies mentioned：台灣自來水公司
Water Outage (Taichung City)
Original台灣自來水公司發布臺中市烏日區東園里停水警報，因慶光路868巷108弄漏水搶修，影響時間為2026年10月7日上午10點23分至下午5點。
Facts
- Lane 868
- Alley 108
- Effective time: 2026-10-07T10:23:51
- End time: 2026-10-07T17:00:00
Companies mentioned：台灣自來水公司
Water Outage (New Taipei City)
Original台灣自來水公司發布新北市蘆洲區多里因破管搶修停水之Alert，影響區域包含中原里、中華里等七里，生效時間為2026年10月7日上午10點12分至下午2點。
Facts
- Effective time: 2026-10-07T10:12:11
- Expiration time: 2026-10-07T14:00:00
Companies mentioned：台灣自來水公司
Water Outage (New Taipei City)
Original台灣自來水公司發布新北市板橋區玉光里與西安里停水警報，因民生路2段18號前漏水搶修，影響時間為2026年10月7日10:18至20:00。
Facts
- No. 18
- 2026-10-07T10:18:57
- 2026-10-07T20:00:00
Companies mentioned：台灣自來水公司
Water Outage (Changhua County)
Original台灣自來水公司因破管漏水緊急搶修，導致彰化縣社頭鄉部分區域停水。
Facts
- Effective time: 2026-10-07T10:00:22
- Expiration time: 2026-10-07T16:00:00
Companies mentioned：台灣自來水公司
Water outage (Kaohsiung City)
Original台灣自來水公司因LALAPORT新設水錶施工，於2026年10月7日10:06至16:30對高雄市苓雅區衛武里及鳳山區中和里、協和里實施停水。
Facts
- Effective time: 2026-10-07T10:06:03
- Expiration time: 2026-10-07T16:30:00
Companies mentioned：台灣自來水公司
Water Outage (Taichung City)
Original台灣自來水公司因清水區下湳里福圳街破管搶修，於2026年10月7日上午9點53分至下午2點實施停水。
Facts
- Effective time: 2026-10-07T09:53:36
- Expiration time: 2026-10-07T14:00:00
Companies mentioned：台灣自來水公司
Water Outage (Tainan City)
Original台灣自來水公司因辦理安定區市道178線至南133線配合新設管線工程，導致臺南市安定區港南里部分地區停水。
Facts
- Effective time: 2026-10-06T16:51:41
- Expiration time: 2026-10-08T16:00:00
Companies mentioned：台灣自來水公司
Water Outage (Tainan City)
Original台灣自來水公司因辦理安定區市道178線至南133線配合新設管線工程，導致臺南市安定區港南里及嘉同里部分地區停水。
Companies mentioned：台灣自來水公司
Water Outage (New Taipei City)
Original台灣自來水公司因泰林路三段330巷管線汰換工程，於2026年10月7日9時41分至16時對新北市泰山區黎明里實施停水。
Facts
- Lane 330, Section 3, Tailin Road
- Effective time: 2026-10-07T09:41:05
- Expiration time: 2026-10-07T16:00:00
Companies mentioned：台灣自來水公司
Water Outage (Changhua County)
Original台灣自來水公司因破管搶修，於2026年10月7日9時45分至17時對彰化縣溪湖鎮大竹里及汴頭里實施停水。
Facts
- Effective time: 2026-10-07T09:45:08
- End time: 2026-10-07T17:00:00
Companies mentioned：台灣自來水公司
Water Outage (Tainan City)
Original台灣自來水公司將於2026年10月12日至14日每日09:00至16:30對臺南市安南區淵西里實施停水，以配合新設管線工程。
Facts
- 2026/10/12
- 2026/10/14
- 09:00
- 16:30
Companies mentioned：台灣自來水公司
Water Outage (New Taipei City)
Original台灣自來水公司發布新北市淡水區大庄里與油車里停水警報，因破管漏水進行搶修，影響時間為2026年10月7日09:30至17:00。
Facts
- Effective time: 2026-10-07T09:30:08
- End time: 2026-10-07T17:00:00
Companies mentioned：台灣自來水公司
Water Outage (New Taipei City)
New Taipei City's Shen'ao and Ruibin villages in Ruifang District will have a water outage for emergency repairs to a leaking 150mm PVCP pipe in front of No. 44, Shen'ao Road.
Facts
- 150mmPVCP
Companies mentioned：台灣自來水公司
Water Outage (Hsinchu City)
Original台灣自來水公司進行新竹市牛埔路管線汰換工程用戶銜接，影響香山區中埔里、牛埔里及頂埔里，停水時間為2026年10月6日17:12至10月7日16:00。
Facts
- Effective time: 2026-10-06T17:12:40
- Expiration time: 2026-10-07T16:00:00
Companies mentioned：台灣自來水公司
Water outage (Chiayi County)
Original台灣自來水公司為提升供水穩定度及降低漏水風險，將於嘉義縣阿里山鄉樂野村等地辦理汰換管線工程，導致竹崎鄉中和村與阿里山鄉樂野村停水。
Companies mentioned：台灣自來水公司
Water outage (Chiayi County)
Original台灣自來水公司發布嘉義縣竹崎鄉中和村及阿里山鄉樂野村停水更新，因石棹淨水場附近破管搶修，影響時間為2026年10月7日08:45至17:00。
Facts
- Effective time: 2026-10-07T08:45:08
- End time: 2026-10-07T17:00:00
Companies mentioned：台灣自來水公司
Water Outage (New Taipei City)
Longmen Village, Gongliao District, New Taipei City, will have a water outage for emergency repairs to a burst pipeline in front of No. 15, Longmen Street.
Facts
- No. 15, Longmen Street
- Effective time: 2026-10-07T08:36:59
- Expiration time: 2026-10-07T16:00:00
Companies mentioned：台灣自來水公司
Water Outage (New Taipei City)
Original台灣自來水公司因汰換管線工程施工，於2026年10月6日至7日對新北市蘆洲區中華里及中路里實施停水。
Facts
- Effective time: 2026-10-06T13:33:03
- End time: 2026-10-07T17:00:00
Companies mentioned：台灣自來水公司
Taiwan | 鉅亨網（27）
Is Buffett hooked on YouTube too? What the 96-year-old investing guru watches
Reports say 96-year-old Buffett is hooked on YouTube, and friend Sharon Osberg confirmed that the two often watch videos together. Alphabet stock remains a major Berkshire holding, worth about $38 billion.
Facts
- Buffett has spent more time watching YouTube videos in recent years.
- Sharon Osberg and Buffett spend hours watching YouTube together at his home in Omaha.
- Alphabet Class A shares are Berkshire's fourth-largest holding, worth $28.2 billion.
- Alphabet Class C shares are Berkshire's tenth-largest holding, worth $9.6 billion.
- YouTube is currently the most-watched video platform in the United States.
- Buffett enjoys watching the film Twelve Angry Men on the Turner Classic Movies channel.
Companies mentioned：Benzinga、Netflix、Alphabet、波克夏海瑟威、Berkshire Hathaway、CNBC、Turner Classic Movies、Paramount Skydance
EmbeddingGemma 2 debuts! Google AI search runs offline; use voice to find videos and text to search audio
Google DeepMind has launched EmbeddingGemma 2, a multimodal embedding model that supports cross-modal searches across text, images, audio and more. It aims to bring AI applications to end devices, reducing cloud costs and improving privacy.
Facts
- Google DeepMind announced the launch of EmbeddingGemma 2, a new-generation open multimodal embedding model.
- EmbeddingGemma 2 is built on the Gemma 4 architecture, has 740 million parameters and is licensed under Apache 2.0.
- EmbeddingGemma 2 maps text, code, images, video and audio into the same 768-dimensional vector space.
- EmbeddingGemma 2’s context window has been expanded to 8,192 tokens, 4 times that of the first-generation EmbeddingGemma.
- EmbeddingGemma 2’s score on the MTEB Code test rose to 78.68 from 68.76 for the first generation.
- After quantization, the full multimodal version of EmbeddingGemma 2 requires about 567MB of RAM on a Pixel 11 Pro.
Companies mentioned：Alphabet、Google、Google DeepMind
三星明公布Q3 preliminary results! Market worries that won appreciation and long-term contracts will erode results; can HBM4E sustain the AI memory boom?
三星電子 is expected to announce preliminary Q3 results on Aug. 8. Buoyed by AI memory demand, profit is forecast to rise nearly 9 times year over year. However, won appreciation and risks from capacity locked up under LTAs have stoked market concerns, putting the stock under valuation pressure.
Facts
- 三星電子 is expected to release its preliminary results for the third quarter of this year tomorrow (8), with revenue forecast at about 200–201.3 trillion won and operating profit at about 106–110 trillion won.
- With the won up about 14% against the U.S. dollar so far in the third quarter of this year, 高盛, 花旗 and 摩根士丹利 have lowered their profit forecasts for 三星電子.
- Original三星5月已向主要客戶交付12層48GB HBM4E樣品，單堆頻寬3.6TB/s、較HBM4提升逾20%。
- According to data from research firm Counterpoint, 三星’s share of HBM revenue rose from 15% in Q2 2025 to 33% in Q2 2026.
- Long-term agreements (LTAs) lock in about 60–70% of memory production capacity. If cloud capital spending slows, capacity locked in at fixed prices could become a downside risk.
Companies mentioned：三星電子、高盛、花旗、摩根士丹利、未來資產、TrendForce、Counterpoint、SK海力士、法國興業銀行
Iran’s Defense Ministry: Iran’s weapons production capacity has reached 2.5 times its level before the Iran-U.S. conflict
Iranian Defense Ministry spokesperson Reza Talaei-Nik warned on the 6th that Iran would retaliate with more advanced weapons if a new war broke out. He announced that Iran’s weapons production capacity had reached 2.5 times its level before the Iran-U.S. conflict, and that the country could produce more than a thousand types of weapons, signaling its military expansion ambitions and preparations for defense.
Facts
- Iranian Defense Ministry spokesperson Reza Talaei-Nik issued a statement on the 6th.
- Iran’s weapons production capacity has reached 2.5 times its level before the Iran-U.S. conflict.
- Iran is capable of producing more than 1,000 types of weapons systems and military equipment.
- Some weapons and equipment can be upgraded and produced at a larger scale according to offensive operational requirements.
- Weapons production plans are continually updated to keep pace with the evolution of warfare.
〈Stocks in Focus〉東元 presses ahead with Southeast Asia AIDC infrastructure opportunities, investing NT$2 billion to expand; price and volume both rise
Original東元(1504-TW)董事會通過3項投資案，合計斥資逾新台幣20億元擴大東南亞AIDC基建布局，涵蓋馬來西亞檳城、印尼及新設新加坡合資子公司，激勵股價當日價量齊揚。
Facts
- Original東元(1504-TW)持續鎖定東南亞AIDC基礎建設商機，共斥資超過20億元投資馬來西亞、印尼等地
- 東元 opened higher at NT$71.9 this morning (7), climbed during the session and hit a high of NT$73.9, up more than 3%.
- Three major institutional investors have been net buyers of 東元 for 5 consecutive trading days, with net purchases totaling 4,640 lots.
- 東元’s Malaysian subsidiary, TECO INDUSTRY (MALAYSIA) SDN. BHD., will build a new factory in Penang, with investment capped at NT$503 million.
- Original東元透過增資100%持股子公司UNITED INDUSTRY GLOBAL INVESTMENT不超過1000萬美元(約新台幣3.18億元)，用於P.T TECO ELEKTRO INDONESIA興建改造既有廠房
- 東元 plans to establish a Singapore joint-venture subsidiary with investment capped at NT$1.271 billion, and set up a transformer factory in Indonesia.
- Original東南亞資料中心目前占東元整體資料中心接單3成
Companies mentioned：東元、TECO INDUSTRY (MALAYSIA) SDN. BHD.、UNITED INDUSTRY GLOBAL INVESTMENT、P.T TECO ELEKTRO INDONESIA
Putin’s birthday: Kim Jong Un sends congratulatory message
According to the Korean Central News Agency, North Korean leader Kim Jong Un sent a congratulatory message on Oct. 7, Russian President Vladimir Putin’s birthday, reaffirming his support for Putin and Russia. Kim stressed that forging a comprehensive strategic partnership and alliance with Russia was his firm and unchanging policy, and expressed pleasure at the opening of a new chapter in bilateral relations.
Facts
- North Korean leader Kim Jong Un sent a congratulatory message on Oct. 7, Russian President Vladimir Putin’s birthday.
- Kim Jong Un said that forging a comprehensive strategic partnership and alliance with Russia was an unwavering policy.
- Kim Jong Un called this choice “my unchanging choice.”
- In his congratulatory message, Kim Jong Un said he was pleased to write a new chapter in the development of relations between the 2 countries together with Putin.
- In his congratulatory message, Kim Jong Un reaffirmed his unwavering support for Putin and Russia.
Original月薪3萬6國慶連假加班領多少？每天給薪大不同！勞部：這1天出勤多賺1900元
The Ministry of Labor has issued pay rules for working during the National Day holiday, outlining how wages are calculated for work on Oct. 9, a national holiday, and Oct. 10, a rest day, and stressing that employees generally may not be required to work on a regular day off.
Facts
- Using a worker earning a monthly salary of NT$36,000 as an example, the Ministry of Labor calculates the regular hourly wage at NT$150.
- Friday, Oct. 9, is a national holiday. Workers who work 8 hours that day can receive an additional NT$1,200.
- Saturday, Oct. 10, is a rest day. Workers who work 8 hours that day can receive NT$1,900.
- If National Day falls on a regular workday agreed upon by the employer and employee, the employer must give the worker the day off with pay.
- If National Day falls on a worker’s rest day or regular day off, the employer must provide 1 compensatory day off on another workday.
- If labor and management agree to swap a national holiday with a workday, the individual worker’s consent must be obtained.
Southeast Asian ecosystem takes shape; 盤谷銀行: Thailand’s PCB output set to become the world’s third-largest
A 盤谷銀行 executive said Thailand’s PCB output is expected to rank among the world’s top 3, driven by demand for AI and high-speed communications networks and strong investment by Taiwanese and mainland Chinese firms. Output is forecast to reach US$6.09 billion in 2026.
Facts
- 谷塞浦達昆, a senior executive vice president and director of 盤谷銀行 in Thailand, said Thailand is currently among the world’s top 5 PCB producers and is expected to enter the top 3 soon.
- TPCA forecasts that Taiwan’s total domestic and overseas PCB output could exceed NT$1 trillion for the first time in 2026, reaching NT$1.1365 trillion, up 24.2% year over year.
- Thailand’s PCB output reached US$5.06 billion in 2025, up 22.4% year over year and accounting for about 5.4% of global output.
- Thailand’s PCB output is forecast to grow further to US$6.09 billion in 2026, up 20.4% year over year.
- Southeast Asia now accounts for about 12.3% of global PCB output, but local manufacturers account for only about 1% of the global total.
Companies mentioned：盤谷銀行、台灣印刷電路板協會(TPCA)、華通、金像電、欣興、臻鼎-KY、聯茂、南僑、滬士電、超穎、勝宏、投資促進委員會(BOI)、Google、Microsoft、泰國證券交易所(SET)
After a 66% rally, guard against volatility at high levels; 聯博 recommends 3 ways to position for 4 major “AI applications”
In light of the risk of volatility at high levels after Taiwan stocks’ sharp rally, 聯博投信’s 蘇智蘋 recommends a diversified allocation across markets, market capitalizations and industries, focusing on 4 major AI application themes.
Facts
- As of Sept. 29, 2026, Taiwan’s weighted index had risen more than 66%, while the U.S. Nasdaq Composite was up 15.3%.
- 聯博投信 senior equity investment strategist 蘇智蘋 recommends diversifying across markets, market capitalizations and industries.
- 聯博 International Technology Fund has weathered multiple waves of technological change, from the internet and smartphones to cloud computing and AI.
- The fund’s cross-border investments include Taiwan’s advanced manufacturing processes and AI ecosystem, Japan’s semiconductor materials and equipment, and South Korea’s memory supply chain.
- The fund launched AP and EP total-return monthly distribution share classes this year.
Companies mentioned：聯博投信、聯博
Investment Radar》Stocks keep hitting new highs—still a buy? Debunking investors’ fears
This article examines the backdrop to repeated stock market highs, unpacking four major myths about high dividend yields, record indices, oil-price inflation and AI investment, and offers long-term investment strategy recommendations.
Facts
- The five-year moving average of the annual growth rate in U.S. nominal GDP has broadly tracked the 10-year Treasury yield over the long term.
- Since 1957, the S&P 500 has posted an average cumulative price return of 50.9% over the five years after reaching a record high.
- The share of U.S. companies paying to use AI rose from 7.5% in January 2023 to 56.1% in August 2026.
- The impact of an oil-price shock of the same magnitude on core personal consumption expenditures prices has fallen from more than 2 percentage points in the 1970s to about 0.5 percentage points in recent years.
- Companies that integrate AI into core processes such as product development and operations are more likely to generate revenue benefits than those that simply use AI tools.
Companies mentioned：Ramp AI平台、鉅亨買基金、瀚亞美國高科技、復華美國新星、元大標普500 ETF(00646) 連結基金
S&P 500 hits a record high! Only 4 stocks in the trillion-dollar market cap club beat the broader market; list of 7 technically overbought stocks revealed
The S&P 500 has hit a record high, but most trillion-dollar club companies are lagging the broader market. Bespoke says 7 stocks are technically overbought, while Alphabet has a buy signal. Outlooks for 輝達, 微軟 and 蘋果 are positive, as money flows back into large-cap tech stocks.
Facts
- The S&P 500 hit a record high on Tuesday, up 14.4% so far this year.
- Driven by demand for AI chips, 美光 and 超微 have surged nearly 275% and more than 200%, respectively, so far this year.
- OriginalBespoke分析師警告13檔兆元市值股票中有六檔技術面超買，SpaceX為極度超買。
- Tesla shares have fallen 15% this year, while 波克夏 shares are nearly unchanged.
- Barron's analysts set a price target of $195 for SpaceX, 30% above its current level.
- 蘋果 is rated Neutral, with its shares potentially reaching $400 by the first quarter of 2027.
- The Roundhill Magnificent Seven ETF has surged 11.6% since early July.
Companies mentioned：美光、超微、輝達、蘋果、Meta Platforms、Alphabet、Google、亞馬遜、微軟、禮來、博通、波克夏、特斯拉、SpaceX、Bespoke Investment Group、Barron's、Invesco、Roundhill
Is SpaceX stock getting cheaper as it rises? Wall Street sees a sharp jump in profits
Wall Street analysts are bullish on a sharp jump in SpaceX profits. 摩根士丹利 and Raymond James have set price targets of $300 and $800, respectively, saying the stock is attractively valued.
Facts
- 摩根士丹利 analyst Adam Jonas rates SpaceX stock Buy, with a price target of $300.
- SpaceX is estimated to earn about $1.70 per share in 2027 (EPS).
- SpaceX has a price/earnings-to-growth (PEG) ratio of about 1.2.
- Raymond James analyst Brian Gesuale has set a price target of as much as $800 for SpaceX.
- SpaceX shares closed at $171.92 on Tuesday.
Companies mentioned：SpaceX、摩根士丹利、Raymond James、FactSet、標普500
Taiwan stocks at open: Wait before charging toward 50,000; heavyweight stocks turn lower as plastics and passive components buck the trend
Taiwan stocks turned from gains to losses at the open today (7), weighed down by heavyweight stocks, while plastics and passive components bucked the trend. Institutions say the two market leaders are due to hold investor conferences, keeping investors cautious in the near term, and recommend sticking with technically strong stocks.
Facts
- Taiwan's benchmark index was recently at 49,735 at the open today (7), down 133 points, or 0.26%, with daily trading value estimated at NT$1.09 trillion.
- 台積電 opened lower today (7) and continued to fall to NT$2,560, down NT$15, or 0.77%.
- Brent crude futures rose above $100, sending 南亞 to its daily limit and a new record high at one point, while 台塑化 and 台塑 surged by more than half a daily limit.
- Original受惠AI伺服器應用，華新科觸漲停，光頡、千如、金山電、天二科技、三集瑞-KY、鈺凱共7檔同觸漲停價，國巨大漲逾9%。
- All 4 major U.S. indexes closed higher the previous day. The Dow Jones Industrial Average closed at 51,521.28, the Nasdaq at 27,599.79, the S&P 500 at 7,818.93 and the Philadelphia Semiconductor Index at 13,217.82.
Companies mentioned：台積電、台達電、聯發科、廣達、台光電、川湖、南亞、台塑化、台塑、台化、台聚、華新科、光頡、千如、金山電、天二科技、三集瑞-KY、鈺凱、國巨、鴻海
Moscow hit by massive attack as 650 Ukrainian drones approach
Russia's capital, Moscow, was attacked by 650 Ukrainian drones, leaving at least 2 dead and 6 injured and causing a warehouse fire. The attack was the largest in nearly two years, highlighting how both Russia and Ukraine are stepping up their long-range strike capabilities ahead of winter.
Facts
- Moscow Mayor Sergei Sobyanin confirmed that a total of 650 Ukrainian drones were heading toward the Moscow region.
- The attack left at least 2 people dead and 6 injured in the Moscow suburbs.
- The attack sparked a major fire at a logistics warehouse.
- Most of the drones were shot down at long range by Russian air defense forces.
- The attack was one of Ukraine's largest drone strikes on the Moscow region in nearly two years.
- The attack took place from 20:30 on the 5th to 5 on the 6th local time.
Hormuz remains unsettled, and fighting flares up around Bab el-Mandeb! White House reportedly privately urges Saudi Arabia not to let Yemen counteroffensive escalate into all-out war
Foreign media reports say Saudi-backed Yemeni government forces are counterattacking the Houthis to retake the Bab el-Mandeb Strait, but the United States, seeking to avoid stretching its resources and risking energy markets, has urged Saudi Arabia not to escalate into an all-out war and is providing only limited support.
Facts
- Saudi Arabia and the Yemeni government forces it backs are stepping up their counteroffensive against the Houthis, but Washington is trying to dissuade Riyadh from expanding the operation into a new, all-out war in Yemen.
- The United States has provided Saudi Arabia with intelligence, targeting information and some logistical support, but has not launched new airstrikes directly against the Houthis.
- Yemeni government forces formally launched a major counteroffensive last Sunday (4) to retake Houthi-controlled areas, particularly the Bab el-Mandeb Strait and the Red Sea coast.
- The United States has already committed substantial air and naval forces to the Middle East, sending an additional aircraft carrier and about 10,000 Navy and Marine Corps personnel to the region.
- Saudi-backed Yemeni government forces have made some gains along the coast of the Bab el-Mandeb Strait and say they have retaken areas including Mocha.
- The Houthis moved rapidly south last month to seize the Bab el-Mandeb Strait, a key waterway, gaining new leverage over international shipping.
- Trump previously said renewed, intensified bombing of Iran after next month's midterm elections was "possible."
Sugar in "sugar-free drinks"? 星巴克 responds to false marketing claims
星巴克 is facing a lawsuit from U.S. consumers alleging false advertising after 8 protein drinks labeled "sugar-free" were found to contain sugar. 星巴克 said the sugar comes from milk ingredients, not added sugar, and said it would vigorously defend itself. The dispute highlights the strong focus on label accuracy in the sugar-conscious market.
Facts
- Consumers filed a lawsuit against 星巴克 in Seattle, accusing the company of falsely advertising 8 protein drinks as "sugar-free" even though they contain sugar.
- 星巴克's U.S. website lists 9 grams of sugar in a 16-ounce iced sugar-free vanilla protein latte and 16 grams in a hot sugar-free vanilla protein matcha.
- 星巴克 said the sugar in its drinks comes from milk, that no sugar is added to the products themselves, and that they are flavored with sugar-free syrup.
- A 星巴克 spokesperson said the company remains committed to providing clear product information and intends to vigorously defend itself.
- In China, 星巴克 uses "sugar-free" to mean that no sugar is added to the flavored beverage base, but the sugar in milk cannot be removed.
Companies mentioned：星巴克、SBUX-US
Stocks in focus: Taiwan market hesitates below 50,000; 00411A bucks the trend, rises another 2% intraday and sets a record for 3 straight days
Original台股5萬點關前震盪，主動統一前沿科技(00411A-TW)逆勢連3日創高，外資大舉買超。經理人看好AI長線多頭，建議逢低布局。
Companies mentioned：統一、復華、台新、中信、野村、富邦
China Haul takes off! Foreign tourists arrive in China with empty suitcases and shop until they drop
The "China Haul" trend continues to heat up on overseas social media, with foreign tourists bringing empty suitcases to China to shop. Yiwu's value-for-money goods, Huaqiangbei tech products and original designs with Chinese flair have replaced the traditional "three staples," giving rise to a new trend of "shopping trips like a buying run."
Not just 台積電! 10% of Taiwan stocks have doubled this year, with gains broader than in Japan and South Korea
Taiwan's weighted index has risen 72% so far this year, leading the world, with about one-tenth of its constituents doubling in price. Gains have been broader than in Japan and South Korea. AI investment opportunities span chip design, manufacturing, packaging, networking and servers, and fund managers have increased their allocation to Taiwan stocks more than to South Korean stocks.
Facts
- Taiwan's weighted index is up 72% so far this year, the largest gain among more than 90 stock indexes tracked by Bloomberg.
- About one-tenth of Taiwan stocks have at least doubled in price this year, a higher share than in South Korea and Japan.
- The Kospi index is up about 65% this year, ranking second.
- Taiwanese stocks outperformed Korean stocks by about 23 percentage points last quarter, the widest gap since the start of this century.
- Samsung and SK海力士 shares fell 19% to 33% in the three months through September.
- 台積電 rose 2.9% over the same period, closing higher for a sixth consecutive quarter.
- A 美銀 survey last month showed that about 40% of fund managers increased their holdings of Taiwanese stocks, compared with 25% for Korean stocks.
- 35% of respondents chose Taiwan as the market set to benefit most from the next wave of the AI cycle, while just 5% chose South Korea.
Companies mentioned：台積電、三星電子、SK海力士、M&G Investments、法國興業銀行、花旗、美銀、Allspring Global Investments
Strong Performers Quarterly Report》Outlook for Strong Performers in the Fourth Quarter of 2026
鉅亨買基金 released its Strong Performers quarterly report for the fourth quarter of 2026. Taiwan Stock Stars and Future Tech Kings each changed one fund, while the Winning Allocation portfolio switched entirely to index funds and adopted a dynamic stock-bond allocation. First-Team Major League and Income Stewards remained unchanged.
Facts
- Each Strong Performers portfolio selects 3 to 4 funds and allocates them strategically according to different themes.
- This quarter, Taiwan Stock Stars replaced 街口台灣基金 with 施羅德台灣樂活中小基金.
- 施羅德台灣樂活中小基金 posted a 50.7% one-year profit growth rate, higher than 街口台灣基金's 38.2%.
- First-Team Major League's portfolio remained unchanged this quarter.
- Future Tech Kings replaced 第一金亞洲科技基金 with 瀚亞亞洲科技資本家基金.
- 瀚亞亞洲科技資本家基金 has a 50.1% weighting in Taiwan, 25.2% in South Korea and 8.8% in Japan.
- This quarter, the Winning Allocation portfolio began dynamically adjusting its stock and bond weightings according to economic conditions and market conditions.
- The Winning Allocation portfolio consists of 元大標普500ETF at 35%, 富邦NASDAQ-100指數基金 at 35%, and 元大台灣卓越50ETF at 30%.
Companies mentioned：鉅亨買基金、施羅德台灣樂活中小基金、瀚亞亞洲科技資本家基金、元大標普500ETF、富邦NASDAQ-100指數基金、元大台灣卓越50ETF、理柏
美時 completes acquisition of Korean UroVaxom drug license, strengthening its specialty drug portfolio in urology and infection prevention
美時（1795-TW） announced that its subsidiary Alvogen Korea completed the acquisition of the Korean product rights to UroVaxom from Swiss company OM Pharma and obtained the drug license, strengthening its specialty drug portfolio in urology and infection prevention.
Facts
- 美時 announced that its subsidiary Alvogen Korea obtained marketing authorization for UroVaxom in South Korea.
- Alvogen Korea has completed its acquisition of the Korean product rights to UroVaxom from OM Pharma, a pharmaceutical company headquartered in Geneva, Switzerland.
- Original依據今年5月公告的協議，Alvogen Korea自今年7月1日起接手UroVaxom在韓國的經銷業務。
- UroVaxom is an oral immunostimulant for preventing recurrent urinary tract infections.
- UroVaxom is currently sold in more than 53 countries.
- In 2025, UroVaxom had benefited more than 1 million patients worldwide.
- South Korea is one of Asia's important markets, and the acquisition further expands the company's differentiated branded drug portfolio there.
- General Manager Peter Vazharov said the company will launch a technology transfer process and gradually move toward manufacturing the product in-house.
Companies mentioned：美時、Alvogen Korea、OM Pharma
鉅亨 Investment Radar》Global long-term bond yields rise: What does it mean for stock and bond markets?
鉅亨買基金 published an analysis on September 30, 2026, saying long-term government bond yields have risen in tandem worldwide, with the U.S. 30-year yield at about 5.2%, a 20-year high. The main reasons are increased financing needs among governments and companies and weakening demand for bonds.
Facts
- U.S. 30-year Treasury yield rises to about 5.2%, a 20-year high
- Japanese and British government bond yields of the same maturity rise to their highest levels this century
- Germany's 30-year government bond yield rises to its highest level since 2009
- Before the dot-com bubble burst, annualized returns were 35.6% for U.S. technology stocks, 16.4% for U.S. stocks and 9.6% for U.S. small-cap stocks
- During the dot-com era, annualized returns for U.S. investment-grade bonds, high-yield bonds and Treasuries were 6.9%, 4.9% and 4.5%, respectively
- The data period for the dot-com era was September 30, 1993, to January 31, 2000; the AI era ran from December 30, 2022, to September 30, 2026
- An increase in the supply of investment-grade corporate bonds issued by companies with strong credit ratings, such as 谷歌 and 微軟, may crowd out investor demand for government bonds
Companies mentioned：鉅亨買基金、谷歌、微軟、復華、元大、瀚亞
大銀's September revenue hits a record for the second straight month; 上銀 nears a 50-month high, with orders visible through Q2 next year
Strong semiconductor and AI demand lifted September revenue at 上銀(2049-TW) and 大銀微系統(4576-TW) to record highs. 上銀 neared a 50-month high, while 大銀微系統 set a new monthly record for the second consecutive month. Both companies have order visibility through Q2 2027.
Facts
- 上銀's September consolidated revenue was NT$2.720 billion, up 0.45% month on month and 30.14% year on year, its highest monthly level since August 2022
- 上銀's third-quarter consolidated revenue was NT$8.109 billion, up 8.01% quarter on quarter and 35.27% year on year. Consolidated revenue for the first 3 quarters totaled NT$21.997 billion, up 23.86% year on year.
- 大銀's third-quarter consolidated revenue was NT$1.221 billion, up 19.30% quarter on quarter and 77.16% year on year. Consolidated revenue for the first 3 quarters totaled NT$3.098 billion, up 58.12% year on year.
- 上銀 has a 6.5-month backlog and lead time; other linear guideway products have a backlog and lead time of 4.5 to 5 months.
- Order visibility for 大銀's product lines, including micron- and nanometer-level positioning platforms and precision motion and control components, averages six months and extends through the second quarter of 2027. Average product lead times are about 3 to 4 months.
- Since April, 大銀 has shipped nanometer- and micron-level positioning platforms to silicon photonics testing equipment makers. Cumulative shipments in July and August reached several hundred units, and the company received a second round of orders from a customer in August.
- 大銀 has launched a two-phase capacity expansion plan with a total investment of about NT$150 million. The first phase was completed in June this year, boosting capacity by about 2 tenths. The second phase is expected to be completed in stages from the fourth quarter of this year through February next year, adding a further 2 tenths of capacity.
Companies mentioned：上銀、大銀微系統
Three countries announce agreement to deploy military forces in Saudi Arabia immediately
Saudi Arabia, Pakistan and Turkey held an emergency meeting of the “Mecca Defense Alliance” in Riyadh on the 5th and agreed to deploy military forces in Saudi Arabia immediately, honoring their mutual defense commitment and raising their state of readiness.
Facts
- Saudi Arabia, Pakistan and Turkey held an emergency meeting of the Strategic Political and Defense Committee of the “Mecca Defense Alliance” in Riyadh, the Saudi capital, on Monday the 5th.
- The three countries agreed to deploy military forces in Saudi Arabia immediately to honor their mutual defense commitment.
- The Mecca Mutual Defense Agreement stipulates that an armed attack against any one of the three countries will be considered an attack against all three.
- On September 25, military leaders from the three countries met in Riyadh and condemned attacks on Saudi Arabia by Yemen's Houthi rebels.
- The three countries stressed that the security of any one signatory is an integral part of the collective security of all three.
- The three countries strongly condemned attempts to target Mecca and Medina.
Trump in trouble: Are conservatives beginning to rethink “Trumpism”?
John Guida, an opinion editor at the 紐約時報, spoke with Stephanie Slade, author of Fusionism, about whether conservatives are rethinking Trumpism as Trump's approval rating hits a new low. Slade said that several members of the 美國傳統基金會 left last winter and that some die-hard voters felt betrayed. She argued that conservatives should reclaim fusionism.
Facts
- U.S. President Donald Trump's approval rating has fallen to a new low, and congressional Republicans are showing deeper concern about their chances in the midterm elections.
- Some voters who backed Trump in three consecutive elections said they felt betrayed by his launching a war in the Middle East, refusing to release the Epstein files and failing to focus on lowering the cost of living.
- Last winter, scholars, donors and board members left the 美國傳統基金會 in a wave.
- 美國傳統基金會 President Kevin Roberts once defended Tucker Carlson for inviting Nick Fuentes to an interview.
- Populist right-wing intellectuals will gather in Jerusalem this week for the National Conservatism Conference, described as a gathering of the New Right or dissident right.
- Trump has strayed sharply from conservative principles on both liberty and virtue.
Companies mentioned：紐約時報、美國傳統基金會
“Seeing” the universe beneath Antarctic ice: 82-year-old physicist wins Nobel Prize in Physics alone
The summary of this item is not shown
Facts
- At age 82, Halzen is the sole recipient of the Nobel Prize in Physics and its 1,200萬 Swedish kronor prize.
- This is the first time since 1992 that the Physics Prize has been awarded to a single recipient.
- Halzen was born in Belgium and is currently based at the University of Wisconsin–Madison in the United States.
- The IceCube Neutrino Observatory is located at the Amundsen–Scott South Pole Station in Antarctica, with its main body about 1,450 to 2,450 meters underground.
- IceCube has more than 5,000 digital optical modules (DOMs), distributed across 86 vertical detector strings.
- Beginning in 1991, Halzen published experimental results in Nature demonstrating the technical feasibility of detecting neutrinos in ice using optical sensors.
- IceCube has discovered the first high-energy astrophysical neutrinos, confirmed two galaxies as neutrino sources, and detected neutrinos from the Milky Way.
Companies mentioned：拼多多
Meta moves to rein in chaos among AI agents, joins forces with multiple companies on a new protocol to let AI “do business” directly with companies
Meta Platforms and companies including Sierra are jointly developing the Personal Agent Protocol, an open standard to address the difficulty companies face in identifying and managing personal AI agents. Version 0.1 is expected to be released by the end of October.
Facts
- Meta Platforms is jointly developing an open standard, the Personal Agent Protocol, with enterprise AI startup Sierra and several major companies.
- Companies participating in the Personal Agent Protocol include Genesys, Instinct, Rocket, Shopify, Stripe and Walmart.
- Version 0.1 of the Personal Agent Protocol is expected to be released by the end of October.
- The Personal Agent Protocol uses an OAuth framework for authentication.
- The protocol can support existing standards such as MCP and OpenAPI.
- Sierra co-founder Bret Taylor described interactions between AI agents and companies as “chaotic” in the absence of a common standard.
- Visa previously promoted the Trusted Agent Protocol, whose ecosystem covers about 175 million merchants.
Companies mentioned：Meta Platforms、Sierra、Genesys、Instinct、Rocket、Shopify、Stripe、Walmart、Visa
Taiwan | 公視新聞（5）
Overseas Community Affairs Council head Hsu Chia-ching resigns and seeks investigation after allegations of misusing overseas mission resources
Hsu Chia-ching, chairperson of the Overseas Community Affairs Council, announced her resignation and requested administrative and judicial investigations after the Taiwan People's Party caucus accused her of misusing overseas mission resources, including taking her 14-year-old son on an overseas trip and allowing her foreign-national husband to drive an official vehicle.
Facts
- During her 6-and-a-half-year tenure
- Her son, just 14 years old
南韓 accused of helping 俄國 transfer petroleum products; Ukraine says it undermines strategy to cut off fuel
烏克蘭 accused 南韓 ports of allowing sanctioned oil tankers to transfer petroleum products for 俄國, undermining the effect of sanctions. Meanwhile, Ukrainian forces continued striking refineries inside Russia, while a drone defense network was deployed in Kyiv to counter Russian airstrikes. 瑞典 announced it would deploy a Patriot missile unit at an airport in Poland to support the transport of aid to Ukraine.
Facts
- An 8.5-hour overnight drone attack
- Intercepted 868 drones
- As many as 650 were heading toward Moscow
- An attack involving as many as 1600 drones
- Killed 2 people in the Moscow region
- 9 people injured
- Of the 7 tankers carrying the fuel
- 3 had already been placed under international sanctions by 英國 and 歐盟
- Bombed a bridge across the river in Kyiv for 4 consecutive days
- Will deploy to Rzeszów–Jasionka Airport in southeastern Poland starting Dec. 1
- As much as 18,000 metric tons of equipment pass through the site each month
- More than 80% of aid to Ukraine
Companies mentioned：南韓、俄國、烏克蘭、英國、歐盟、北韓、瑞典、荷蘭、北約
High E. coli levels at Kaohsiung's Mituo Coastal Light Corridor; city says fishing port is not subject to beach water standards
High E. coli levels at Kaohsiung's Mituo Coastal Light Corridor have raised concerns among visitors. 高雄市海洋局 said the site is a fishing port, not a swimming beach, and is therefore not subject to beach water standards. It will continue monitoring water quality and step up improvement efforts.
Companies mentioned：海保署、高雄市海洋局
Original美國商會慶祝75週年 蕭美琴：台美持續攜手合作
Vice President Hsiao Bi-khim said at the 美國商會's 75th anniversary celebration that Taiwan has become the United States' 4th-largest trading partner, while the United States is Taiwan's largest trading partner. She outlined three priorities for strengthening the Taiwan-U.S. partnership: deepening technology cooperation, building a stable business environment and strengthening infrastructure.
Facts
- 4th-largest
Companies mentioned：美國商會
Kumamoto governor and assembly speaker visit Taiwan together, thank it for post-earthquake aid
Kumamoto Governor Takashi Kimura and Assembly Speaker Koki Uchino visited Taiwan to thank it for providing supplies and donations after the earthquake. With 台積電 establishing a plant in Kumamoto, ties between Taiwan and Kumamoto are close. Kumamoto currently has 16 municipalities with sister-city or friendly-exchange ties with local governments in Taiwan, the highest number among Japan's prefectures. Both sides will continue deepening cooperation to strengthen their friendship.
Facts
- 2 months after the earthquake
- Kumamoto currently also has 16 municipalities
Companies mentioned：台積電
Taiwan | Heho健康（1）
Can't open a jar lid or turn a key? Causes, treatment options and recovery after surgery for thumb basal joint arthritis - Heho Health
The article explores the causes, treatment options and recovery after surgery for thumb basal joint arthritis, noting that middle-aged and older women often experience pain at the base of the thumb that affects daily activities.