Discover why products sell with large-scale purchasing data at INTAGE GROUP FORUM 2026! Live data analysis demos for products of your choice!
Published ・ Source Japan | PR TIMES
株式会社リサーチ・アンド・イノベーション will exhibit at “INTAGE GROUP FORUM 2026” on Nov. 18, 2026, and demonstrate “買いログView,” a BI tool that uses purchase data from its CODE app, among other offerings.
Facts
300,000 MAU
Nov. 18, 2026
More than 7 million cumulative downloads
40 million product registrations per month
More than 130 million cumulative reviews and ratings
2026 Survey on Hiring: “Not getting applicants” and “Employees are leaving”—the double challenge facing companies struggling with recruitment comes to light
Published ・ Source Japan | PR TIMES
ゴウリカ株式会社 released the results of its “2026 Survey on Hiring,” which surveyed 300 full-time employees in human resources. The findings shed light on the double challenge facing companies struggling with recruitment: too few applicants, rising attrition and a lack of understanding among senior management.
Facts
The effective job-openings-to-applicants ratio was 1.18 in July 2026
The new job-openings-to-applicants ratio was 2.10
Survey of 300 full-time employees
Among companies struggling with recruitment, 51.3% said “the number of applicants is low”
That was 29.5 percentage points higher than the 21.8% at companies with successful recruitment
Also, 53.8% of companies struggling with recruitment said they were “concerned about retention after hiring”
“Because employee departures are increasing” was cited by 50.0% of underperforming companies
“We cannot recruit unless we increase the number of job advertising platforms and listings” was cited by 36.3% of underperforming companies
The share who answered “We have not gained the understanding of management” was 32.5% among underperforming companies
Gourica’s case study on systematizing “specialized routine work” at Asahi Kasei Therapeutics published as a Medinew event report — Visualizing and systematizing the materials production process to improve operational efficiency and optimize costs
[農林中金全共連アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 15th Period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Norinchukin Zenkyoren Asset Management submitted its report for the 15th period, covering January–July 2026. The REIT-linked fund had net assets of approximately 43.6 billion yen at period-end.
Facts
At period-end, total net assets were 43,631,451,907 yen, and the number of units issued was 38,359,157.
The fund’s objective is to match the rate of change in the “TSE REIT Core Index with Dividends.”
At period-end, current assets were 45,202,176,179 yen and current liabilities were 879,073,171 yen.
The main other investment asset listed was a long position of 665 contracts in TSE REIT Index futures on the Osaka Exchange.
[農林中金全共連アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 25th Period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Norinchukin Zenkyoren Asset Management submitted its securities report for the 25th period (January–July 2026). Assets and net assets grew substantially, but operating profit fell from the previous period.
Facts
The filer is 農林中金全共連アセットマネジメント株式会社, and the document is a securities report (domestic investment trust beneficiary certificates).
[農林中金全共連アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 1st Period (2026/03/18–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Norinchukin Zenkyoren Asset Management submitted its securities report for the July 2026 period. The net assets of the NZAM Listed Overseas Bond Fund were approximately 560 million yen, with a return of 1.3%. The fund tracks the FTSE World Government Bond Index.
Facts
The filer is 農林中金全共連アセットマネジメント株式会社, and the document is a securities report (domestic investment trust beneficiary certificates).
The period covered (1st calculation period) runs from March 18, 2026, to July 15, 2026.
The return for the 1st calculation period was 1.3%.
The fund aims to match the rate of change in the FTSE World Government Bond Index (excluding Japan, converted into yen by the company).
[アモーヴァ・アセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 19th Period (2026/01/21–2026/07/21)
Published ・ Source Japan | EDINET 金融庁開示
Amova Asset Management submitted its securities report for the 19th period, disclosing the performance of its robotics equity fund. Operating profit was approximately 1.19 billion yen, below the same period a year earlier.
Facts
アモーヴァ・アセットマネジメント株式会社 filed an annual securities report on 2026年10月15日.
Operating revenue for the 19th period was 1,315,918,155 yen.
Operating profit for the 19th period was 1,192,210,935 yen.
The fund invests in shares of robotics-related companies listed on financial product exchanges around the world, including in Japan.
The valuation of short forward exchange contracts in U.S. dollars was 6,439,429,424 yen.
【アモーヴァ・アセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trusts)－10th period (2025/07/23－2026/07/21)
Published ・ Source Japan | EDINET 金融庁開示
Amova Asset Management filed its annual securities report for the 10th period. It recorded a return of 28.65% and an increase in net assets, and continues to invest in robotics-related companies.
Facts
アモーヴァ・アセットマネジメント株式会社 filed an annual securities report on 2026年10月15日.
Operating revenue for the 10th period was 4,277,025,998 yen.
The return for the 10th period was 28.65%.
Current assets at the end of the period were 17,422,924,602 yen.
The fund primarily invests in shares of robotics-related companies.
【三菱ＵＦＪアセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trusts)－31st period (2026/01/17－2026/07/16)
Published ・ Source Japan | EDINET 金融庁開示
Mitsubishi UFJ Asset Management filed an annual securities report for beneficiary securities of domestic investment trusts. The net assets of the S&P Japan Regional Index-Tokai-linked fund were approximately 9.05 billion yen, and operating profit was approximately 790 million yen.
Facts
三菱ＵＦＪアセットマネジメント株式会社 filed an annual securities report.
Net assets at the end of the period were 9,049,167,227 yen.
Operating profit for the period was 791,704,886 yen.
The fund aims to match the rate of change of the S&P Japan Regional Index-Tokai.
The limit for additional trust contributions is the equivalent of 500 billion yen.
【アモーヴァ・アセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trusts)－22nd period (2026/01/21－2026/07/21)
Published ・ Source Japan | EDINET 金融庁開示
Amova Asset Management filed its annual securities report for the 22nd period. Assets increased, but revenue and profit declined from the previous period.
Facts
アモーヴァ・アセットマネジメント株式会社 filed its annual securities report for the 22nd period on 2026年10月15日.
Operating revenue for the period was 96,781,944,242 yen, below the previous period's 145,630,067,684 yen.
The fund invests in shares of robotics-related companies around the world, including in Japan.
【アモーヴァ・アセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trusts)－11th period (2025/07/23－2026/07/21)
Published ・ Source Japan | EDINET 金融庁開示
Amova Asset Management filed its annual securities report for the 11th period. The robotics stock investment trust achieved a return of 41.03%, and net assets increased significantly.
Facts
The return for the 11th period was 41.03%.
Operating revenue for the period was 199,230,879,906 yen.
Original1口当たり純資産額は5.5284円である
The number of units issued was 133,607,037,658.
Total net assets at the end of the period were 738,632,421,067 yen.
【モーヴァ・アセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trusts)－35th period (2026/01/16－2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
モーヴァ・アセットマネジメント filed its annual securities report for the 35th period (2026/01-07), reporting total assets of approximately 2.6 billion yen and operating profit of approximately 410 million yen.
Facts
Total assets at the end of the period were 2,599,254,736 yen.
Operating profit for the period was 410,020,391 yen.
The fund primarily invests in U.S. dollar-denominated sovereign bonds of emerging markets.
Net assets at the end of the period were 2,575,556,049 yen.
【ＨＳＢＣアセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trusts)－5th period (2026/01/16－2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
HSBC Asset Management filed its annual securities report for the 5th period. Although assets increased, it posted a net loss for the period and recorded a negative return.
Facts
HSBCアセットマネジメント株式会社 filed an annual securities report (Beneficiary Securities of Domestic Investment Trusts)－5th period (2026/01/16－2026/07/15).
A net loss of 1,835,984 yen was recorded for the period.
The return for the 5th accounting period was △0.7%.
【アモーヴァ・アセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trusts)－46th period (2026/01/16－2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Amova Asset Management filed its annual securities report for the 46th period. Total assets were approximately 16 billion yen, operating profit was approximately 710 million yen, and the fund invested in emerging-market sovereign bonds.
Facts
アモーヴァ・アセットマネジメント株式会社 filed an annual securities report on 2026年10月15日.
Total assets at the end of the period were 16,025,385,770 yen.
Operating profit for the period was 712,605,517 yen.
The fund's primary investment target is U.S. dollar-denominated sovereign bonds of emerging markets.
【アモーヴァ・アセットマネジメント株式会社】Annual Securities Report (Beneficiary Securities of Domestic Investment Trusts)－47th period (2026/01/16－2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Amova Asset Management filed its annual securities report for the 47th period. Net income for the period was approximately 2.71 million yen. Total assets were approximately 2.88 billion yen.
Facts
アモーヴァ・アセットマネジメント株式会社 filed an annual securities report.
Net income for the 47th period was 2,710,480 yen.
Total assets at the end of the period were 2,880,515,790 yen.
The fund's main investment target is sovereign bonds of developed countries worldwide.
楽天投信投資顧問株式会社 filed its annual securities report for the 1st fiscal period covering 2025年7月18日 through 2026年7月15日. The fund tracks an overseas equity index and achieved a high rate of return.
Facts
楽天投信投資顧問株式会社 filed an annual securities report on 2026年10月15日.
The fund aims to track the MSCI All Country World Index (excluding Japan).
The rate of return for the 1st fiscal period was 33.11％.
Rakuten Investment Management filed its annual securities report for the 3rd fiscal period (2026/01-07). Assets totaled approximately 6.28 billion yen, and profit was approximately 583 million yen.
Facts
楽天投信投資顧問株式会社 filed an annual securities report on 2026年10月15日.
Total assets for the 3rd fiscal period were 6,279,120,366 yen.
The rate of return for the 3rd specified period (2026/01/16〜2026/07/15) was 11.73%.
Rakuten Investment Management filed its annual securities report for the 3rd fiscal period. Net income for the period was approximately 4.951 billion yen, with a strong rate of return of 32.55%.
Facts
楽天投信投資顧問株式会社 filed an annual securities report on 2026年10月15日.
Operating revenue for the 3rd fiscal period was 4,968,007,176 yen.
Net income for the 3rd fiscal period was 4,951,054,073 yen.
The rate of return for the 3rd fiscal period was 32.55%.
Total assets at the end of the period were 23,654,479,244 yen.
Rakuten Investment Management filed an annual securities report. The rate of return for the 3rd fiscal period was 35.31%, and total assets grew to approximately 963.6 billion yen.
Facts
楽天投信投資顧問株式会社 filed an annual securities report for domestic investment trust beneficiary certificates.
The rate of return for the 3rd fiscal period was 35.31%.
Total assets at the end of the period were 963,577,014,293 yen.
Original1口当たり純資産額は1.9344円である。
The fund aims to capture movements in global equity markets.
Rakuten Investment Management filed the 3rd-period report for its S&P500-linked fund. Revenue for the period was approximately 248.3 billion yen, and the rate of return reached 33.42%.
Facts
楽天投信投資顧問株式会社 filed an annual securities report.
Original1口当たり純資産額は1.9556円である
The rate of return for the 3rd fiscal period was 33.42%.
Rakuten Investment Management filed its annual securities report for the 4th fiscal period. The FTSE Global All Cap (excluding the U.S.)-linked fund recorded net income of approximately 5.27 billion yen and a rate of return of 38.38%, while its asset base also expanded.
Facts
楽天投信投資顧問株式会社 filed its annual securities report for the 4th fiscal period on 2026年10月15日.
The rate of return for the 4th fiscal period was 38.38%.
Total assets at the end of the period were 28,360,967,892 yen.
Original1口当たり純資産額は2.1815円であった。
The fund tracks the FTSE Global All Cap Index (excluding the U.S.).
Rakuten Investment Management filed its annual securities report for the 9th fiscal period. It recorded assets of 39.5 billion yen and profit of 9.15 billion yen, with a rate of return of 33.01%.
Facts
楽天投信投資顧問株式会社 filed an annual securities report for domestic investment trust beneficiary certificates.
Total assets at the end of the period were 39,546,113,673 yen.
Operating revenue for the period was 9,198,400,457 yen.
The rate of return for the 9th fiscal period was 33.01%.
The fund aims to achieve investment results that track the FTSE High Dividend Yield Index.
【アセットマネジメントＯｎｅ株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 3rd Fiscal Period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
アセットマネジメントＯｎｅ株式会社 filed a securities report for the 3rd fiscal period dated 2026/10/15. It showed substantial increases in net assets and profitability, indicating that the fund had grown in scale.
Facts
アセットマネジメントＯｎｅ株式会社 filed a securities report on 2026/10/15.
The rate of return for the 3rd accounting period was 35.0%.
【ＨＳＢＣアセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 15th Fiscal Period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
HSBCアセットマネジメント filed a securities report for the 15th fiscal period (2026/01–07). Total assets were approximately 9.27 billion yen, operating profit was approximately 330 million yen, and net assets also increased.
Facts
HSBCアセットマネジメント株式会社 filed a securities report for the 15th fiscal period on 2026/10/15.
Total assets at the end of the period amounted to 9,276,638,240 yen.
Operating profit for the period was 332,223,005 yen.
楽天投信投資顧問 filed its 9th-period report. Operating revenue reached 658.6 billion yen and net assets grew to 2,655 trillion yen. The U.S. equity-linked fund achieved a 33.62% rate of return.
Facts
楽天投信投資顧問株式会社 filed a securities report for the 9th fiscal period on 2026/10/15.
Operating revenue for the 9th fiscal period was 658,598,121,984 yen.
Total net assets at the end of the period amounted to 2,598,289,021,889 yen.
The rate of return for the 9th fiscal period was 33.62%.
The fund aims to achieve investment results that track the Morningstar US Total Market Index.
【東京海上アセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 4th Fiscal Period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
東京海上アセットマネジメント filed a securities report for the 4th fiscal period (2025/07/16–2026/07/15). Net assets and earnings increased substantially, demonstrating a stable investment performance.
Facts
The period covered by 東京海上アセットマネジメント's securities report runs from 2025/07/16 to 2026/07/15.
Total net assets at the end of the 4th fiscal period amounted to 31,383,184,534 yen.
The rate of return, including distributions, for the 4th accounting period was 24.1%.
Government bonds accounted for 86.40% of the investment allocation of 東京海上マネープールマザーファンド, the parent investment trust.
Operating profit or loss for the period was 3,799,802,235 yen.
【ニッセイアセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 24th Fiscal Period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
ニッセイアセットマネジメント filed a report for the 24th fiscal period for beneficiary certificates of a domestic investment trust. Assets totaled approximately 9.8 billion yen, and the fund recorded an operating loss.
Facts
ニッセイアセットマネジメント株式会社 filed a securities report for domestic investment trust beneficiary certificates.
Total assets at the end of the period amounted to 9,795,799,106 yen.
Operating profit for the period was a loss of -850,660,766 yen.
The fund is managed using a “fund-of-funds” structure.
【東京海上アセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 13th Fiscal Period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
東京海上アセットマネジメント filed a securities report for the 13th fiscal period (January–July 2026). Operating profit rose to approximately 8.88 billion yen, and assets under management also increased.
Facts
東京海上アセットマネジメント filed a securities report for the 13th fiscal period on 2026/10/15.
Operating revenue for the 13th fiscal period was 9,429,989,182 yen.
Operating profit for the 13th fiscal period was 8,884,689,109 yen.
Total assets at the end of the period amounted to 111,633,802,546 yen.
Government bonds account for an investment ratio of 86.40% among the major holdings of the parent investment trust.
[カレラアセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 1st fiscal period (2026/04/08–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
カレラアセットマネジメント filed a securities report for its 1st fiscal period in 2026, disclosing the net assets and rate of return of its U.S. small-cap equity fund. The rate of return declined, while the scale of net assets was maintained.
Facts
カレラアセットマネジメント株式会社 filed a securities report on October 15, 2026.
The total net assets of the “Future Light U.S. Small-Cap Equity Fund” are 1,778,362,948 yen.
[りそなアセットマネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 2nd fiscal period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
りそなアセットマネジメント filed a securities report for beneficiary certificates of an investment trust for fiscal 2025–2026. Net assets increased to approximately 51.5 billion yen, and the report disclosed the financial position of its target-year fund series, which aims for medium- to long-term growth.
Facts
りそなアセットマネジメント株式会社 filed a securities report on October 15, 2026.
Net assets at the end of the current period were 51,550,361 yen.
Operating income for the current period was 2,750,965 yen.
The fund is managed using a fund-of-funds structure.
[ドイチェ・アセット・マネジメント株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 38th fiscal period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
ドイチェ・アセット・マネジメント filed a securities report for the 38th fiscal period (January–July 2026). Assets and net assets increased, while operating revenue declined from the previous period.
Facts
ドイチェ・アセット・マネジメント株式会社 filed a securities report on October 15, 2026.
Total assets at the end of the current period were 2,474,512,210 yen.
Operating revenue for the current period was 327,233,595 yen, down from 385,174,889 yen in the previous period.
[アムンディ・ジャパン株式会社] Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 16th fiscal period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
アムンディ・ジャパン株式会社 filed a securities report for the 16th fiscal period on October 15, 2026. The period recorded an operating loss, and both total assets and net assets declined from the end of the previous period.
Facts
Operating income or operating loss for the 16th fiscal period (2026/01/16–2026/07/15) was -7,773,557,624 yen.
Total assets at the end of the current period were 34,265,135,107 yen, down from 45,109,552,968 yen at the end of the previous period.
The fund's objective is to invest substantially in shares of companies related to medical technology, primarily in developed countries.
The filer is 三菱ＵＦＪアセットマネジメント株式会社, and the document is a securities report (beneficiary certificates of domestic investment trusts) for the 25th period (2026/01/17–2026/07/16).
The fund’s objective is to invest exclusively in shares of securities included in the benchmark index.
【ニッセイアセットマネジメント株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 24th Fiscal Period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Nissay Asset Management filed a securities report for the 24th period covering an investment trust focused on Indian bonds. Net assets declined from the previous period-end, but the investment policy of seeking stable returns remains in place.
Facts
Nissay Asset Management filed a securities report.
The trust money limit for each fund is 200 billion yen.
The average duration of the fund as a whole is generally capped at around 3 years.
【ゆうちょアセットマネジメント株式会社】Securities report (beneficiary certificates of domestic investment trusts) – 21st period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Japan Post Asset Management filed a securities report for the 21st period (2026/01/16–07/15). Net assets rose to approximately 90.35 billion yen, and operating profit reached approximately 2.23 billion yen.
Facts
ゆうちょアセットマネジメント株式会社 filed a securities report on October 15, 2026.
Net assets at the end of the period were 90,347,466,109 yen.
Operating revenue for the period was 2,452,445,818 yen.
Current assets at the end of the period were 90,576,363,548 yen.
Current liabilities at the end of the period were 228,897,439 yen.
【アムンディ・ジャパン株式会社】Securities report (beneficiary certificates of domestic investment trusts) – 43rd period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Amundi Japan filed a securities report for the 43rd period. The fund recorded an operating loss, and net assets declined. It focuses on investments in Chinese stocks.
Facts
The fund invests in “Amundi Funds China Equity” and “CA Money Pool Fund.”
【ピクテ・ジャパン株式会社】Securities report (beneficiary certificates of domestic investment trusts) – 7th period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
ピクテ・ジャパン株式会社 filed a securities report for the 7th period (2025/7–2026/7) on October 15, 2026. Total assets were approximately 1.024 trillion yen, and the rate of return was 31.99%.
Facts
ピクテ・ジャパン株式会社 filed a securities report.
Total assets at the end of the period were 1,024,032,918,647 yen.
【アセットマネジメントＯｎｅ株式会社】Securities report (beneficiary certificates of domestic investment trusts) – 6th period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Asset Management One filed a securities report for the 6th period dated October 15, 2026. The reporting period was 2025/7/16–2026/7/15, and net income for the period was approximately 5.2 million yen.
Facts
アセットマネジメントＯｎｅ株式会社 filed a securities report dated October 15, 2026.
Operating revenue for the 6th period was 13,794,731 yen.
Net income for the period was 5,199,320 yen.
Current assets at the end of the period were 445,144,019 yen.
The trust money limit for each fund is 300 billion yen.
【アセットマネジメントＯｎｅ株式会社】Securities report (beneficiary certificates of domestic investment trusts) – 28th period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Asset Management One filed a securities report for the 28th period (2026/01/16–07/15). Financial data, including net assets and operating revenue, was disclosed.
Facts
アセットマネジメントＯｎｅ株式会社 filed a securities report on 2026/10/15.
Net assets at the end of the 28th period were 14,411,942,011 yen.
Operating revenue for the period was 1,556,977,595 yen.
Each fund invests substantially, primarily in equities from countries around the world.
【三井住友トラスト・アセットマネジメント株式会社】Securities report (beneficiary certificates of domestic investment trusts) – 14th period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
Sumitomo Mitsui Trust Asset Management filed a securities report for the 14th period, disclosing the financial position of an investment trust seeking stable returns. Net income for the period was approximately 2.52 million yen, and total assets were approximately 890 million yen.
Facts
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 (beneficiary certificates of domestic investment trusts).
The reporting period for the 14th period runs from January 16, 2026, to July 15, 2026.
The trust money limit for the fund is capped at 500 billion yen.
【アセットマネジメントＯｎｅ株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 12th period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
アセットマネジメントＯｎｅ株式会社 filed its annual securities report for the 12th period, covering July 16, 2025, to July 15, 2026. Net assets at the end of the period rose to about 9.72269 billion yen, and operating profit was about 1.86703 billion yen.
Facts
アセットマネジメントＯｎｅ株式会社 filed a securities report on 2026/10/15.
Current assets at the end of the period increased compared with the end of the previous period.
【アセットマネジメントＯｎｅ株式会社】Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 3rd Fiscal Period (2025/07/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
アセットマネジメントＯｎｅ株式会社 filed its annual securities report for the 3rd period, covering July 16, 2025, to July 15, 2026, reporting that net assets and the rate of return increased year on year.
Facts
アセットマネジメントＯｎｅ株式会社 filed a securities report on 2026/10/15.
Total net assets for the 3rd period (2025/07/16–2026/07/15) were 610,189,301 yen.
The rate of return at the end of the 3rd accounting period was 32.8%.
Operating profit at the end of the period was 139,449,253 yen.
【フランクリン・テンプルトン・ジャパン株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 23rd period (2026/01/20–2026/07/17)
Published ・ Source Japan | EDINET 金融庁開示
Franklin Templeton Japan filed an annual securities report for beneficiary certificates of domestic investment trusts. Total assets were about 4.43435 billion yen, and operating profit was about 167.72 million yen.
Facts
The filer is フランクリン・テンプルトン・ジャパン株式会社.
Total assets at the end of the period were 4,434,349,737 yen.
Operating profit for the period was 167,721,117 yen.
The fund aims to secure dividend income and achieve medium- to long-term growth by investing mainly in stocks and real estate investment trusts listed on Australian stock exchanges.
【ＳＢＩアセットマネジメント株式会社】Annual Securities Report (Beneficiary Certificates of Domestic Investment Trusts) — 4th period (2026/01/16–2026/07/15)
Published ・ Source Japan | EDINET 金融庁開示
SBI Asset Management filed the 4th-period report for “SBI-Man リキッド・トレンド・ファンド.” Net assets were about 14.18 billion yen, and the rate of return was 4.64%, with the fund remaining profitable.
Facts
The rate of return for the 4th period of SBI-Man リキッド・トレンド・ファンド (January 16, 2026–July 15, 2026) was 4.64%.
Total net assets at the end of the period (as of July 31, 2026) were 14,178,481,295 yen.
Operating profit for the period was 620,784,675 yen.
Current assets at the end of the period were 14,142,777,669 yen, up from 13,368,172,020 yen at the end of the previous period.
The fund is classified as “additional-type investment trust / domestic and international / multi-asset / special type (absolute return-seeking type).”
SemiAnalysis: AMD challenges 輝達’s lead in AI inference
Published ・ Source Taiwan | 鉅亨網
SemiAnalysis reports that AMD is narrowing the gap with 輝達 in AI inference through software optimization. The MI355X costs less and delivers improved performance, challenging 輝達’s leading position.
Facts
AMD’s existing GPUs have caught up with some 輝達 configurations and at times even surpassed its rival.
The estimated inference cost of AMD’s MI355X is about 9% lower than that of 輝達’s B200.
The AI workload handled by AMD’s MI355X chips can increase by up to 38%.
AMD has shortened the update cycle for its ROCm software platform from every three months to about every six weeks.
Polymarket puts the odds at about 76% that 輝達 will end 2026 as the world’s most valuable company.
Starlink suddenly imposes restrictions! Ukraine suspects Trump ordered them; US lawmaker threatens to block budget
Published ・ Source Taiwan | 鉅亨網
Restrictions were suddenly imposed on Ukraine’s military Starlink terminals, with Ukraine suspecting that Trump gave the order and Republican lawmakers threatening to block the budget. The incident reflects deep divisions between the US and Ukraine over energy policy and war strategy. Trump’s plan to buy oil from Russia and announcement of a ceasefire were seen by Ukraine as a betrayal.
Facts
Ukraine’s military Starlink terminals were suddenly restricted, with Kyiv suspecting that Trump gave the order and Republican lawmakers threatening to block the budget.
Musk said the Starshield system is owned and controlled by the US government, and that any restrictions are determined by the US military, with the final decision resting with the US president.
Trump recently proposed buying diesel from Russia, called for Zelenskyy to step down, and announced an energy ceasefire arrangement between Russia and Ukraine.
Ukraine’s drone attacks have put about 40% to 50% of Russia’s refining system out of operation.
After a 90-minute call with Putin, Trump announced a diesel deal, prompting several Republican lawmakers to call the White House to express their displeasure.
Cathay Securities bullish on new opportunities across the AI industry chain as benefits spread
Published ・ Source Taiwan | 鉅亨網
國泰證券 released its October investment outlook, saying the AI industry chain has entered the acceptance phase, with business opportunities spreading from technology leaders to semiconductor equipment and infrastructure. It is also optimistic about the US, Japanese, Chinese and Hong Kong markets, as well as gold and bonds, and believes corporate earnings growth remains steady.
Facts
國泰證券 released its October investment outlook, expressing optimism about new opportunities across the AI industry chain.
Market opportunities are spreading from technology leaders to areas such as semiconductor equipment and advanced packaging.
Original高盛上修2026至2028年全球半導體設備投資預估。
AI computing architectures are evolving toward more ASICs and diverse computing solutions.
Japanese companies’ earnings have generally exceeded market expectations.
Drones fly too fast and lose connection! Amid US-Ukraine tensions, Washington suddenly restricts Starshield service in Kyiv
Published ・ Source Taiwan | 鉅亨網
SpaceX’s military Starshield system suddenly imposed speed limits amid strained US-Ukraine relations, disrupting communications with Ukrainian military drones. Musk stressed that the system is controlled by the US, prompting discussion in Europe about alternatives and sending Eutelsat shares higher.
Facts
SpaceX’s military Starshield system suddenly imposed speed limits in Ukraine, with communications cut off if speeds are too high.
The Starshield system reportedly has a speed limit of about 160 kilometers per hour, but connections may be interrupted for some units even at less than half that speed.
Ukraine’s 7th Rapid Response Unit said connections can be interrupted for 10 to 20 seconds when drones fly at 110 to 120 kilometers per hour.
CEO Musk said Starshield is owned and controlled by the US government, and that speed and usage rules are determined by the US military, with the final decision made by the president.
European satellite operator Eutelsat shares surged as much as 23% on Wednesday (14th).
OneWeb has only more than 600 low-Earth-orbit satellites, far fewer than Starlink’s more than ten thousand.
San Francisco Fed's Daly：Further rate hikes may still be needed，but there is no rush to act
Published ・ Source Taiwan | 鉅亨網
San Francisco Fed President Mary Daly said Wednesday that the Federal Reserve may still need to raise interest rates to curb inflation，but signaled it would not act at its October meeting。She believes markets understand the Fed's position，and a stable labor market gives policymakers time to assess the situation carefully，without needing to rush into a decision with limited information。
Facts
San Francisco Fed President Mary Daly said the Federal Reserve may still need to raise short-term interest rates further to curb elevated inflation。
Daly signaled that the Federal Reserve need not take action at its Oct. 27 and 28 meeting。
The Federal Reserve's policy rate currently stands at a range of 3.75% to 4.00%。
Consumer price inflation accelerated to 3.7% in the 12 months through September。
Financial markets are currently pricing in about a 40% chance that the Federal Reserve will raise rates for a second consecutive time at its next meeting。
Russell 2000 falls more than 11% from record high in two months！Why are small-cap stocks sliding into correction so quickly？
Published ・ Source Taiwan | 鉅亨網
The Russell 2000 has fallen more than 10% from its August high，entering correction territory，mainly because Federal Reserve rate hikes drove a sharp rise in interest rates，hurting valuations of small-cap stocks that rely on floating-rate debt。Despite their underperformance，historical data show such corrections are usually short-lived and often followed by a rebound。
Facts
The Russell 2000 fell 1.9% to 2729.53 points on Wednesday，down more than 10% from its August high。
The Russell 2000 entered a technical correction for the first time since March this year。
Since 2020，the Russell 2000 has gained an average of 1.3% in the month after entering correction territory。
Small businesses typically rely more on floating-rate debt than on locking in borrowing costs through longer-term fixed-rate bonds。
Over the past six years，the Russell 2000 has entered correction territory nine times，with only three of those episodes developing further into bear markets。
Even if the U.S. 10-year Treasury yield staying near 5% may not do much damage to stocks，a rapid rise from around 4% to 5% over a short period would create pressure。
Companies mentioned：Aptus Capital Advisors、聯準會(Fed)、道瓊市場數據
Who are institutions secretly buying？Which stocks are actively managed ETFs adding？Track the latest market positioning with one tap in your securities app
Published ・ Source Taiwan | 鉅亨網
永豐金證券 upgrades its 大戶投 app，bringing together 43 stock-selection features across three strategies：short-term trading，market positioning，and swing trading，to help investors efficiently screen Taiwan stocks。
Facts
永豐金證券 continues to upgrade its 大戶投 app，integrating 43 features to help investors quickly keep up with market trends。
The 大戶投 app's strategy-based stock selection features four strategies：Short-Term Focus，Market Positioning Reports，Swing Trade Picks，and Dividend Stock Guide。
The Active ETF Additions feature focuses on products with assets exceeding NT$10 billion and lists the stocks they have bought。
Double overweight on AI infrastructure！大摩：Annual AI industry spending could remain at $1 trillion
Published ・ Source Taiwan | 鉅亨網
摩根士丹利 CEO Ted Pick said on the 14th that the bank was already “double overweight” on AI infrastructure。He said annual AI spending is currently about $1 trillion and，although growth is slowing，it could remain at that level for a decade；大摩 will adjust the level of support according to market conditions。
Facts
摩根士丹利 CEO Ted Pick said the bank was already “double overweight” on AI infrastructure。
Spending on AI infrastructure currently averages about $1 trillion a year。
Growth in AI spending is set to start slowing and may not accelerate。
Spending on AI infrastructure could remain at about $1 trillion a year for a decade。
A second wave of inflation is coming！IMF warns food and energy price volatility may become the norm，clouding the path to lower global inflation
Published ・ Source Taiwan | 鉅亨網
IMF warned that food and energy price volatility may become the norm，adding uncertainty to the global fight against inflation。Global inflation is forecast to rise to 4.7% in 2026，while U.S. CPI inflation of 3.7% year over year shows that price pressures have not eased。Amid widening wealth disparities and high debt，low-income households are being hit hardest，while central banks are shifting toward increased gold holdings to guard against geopolitical risks。
Facts
IMF forecasts global inflation will rise to 4.7% in 2026
U.S. CPI rose 3.7% year over year in September 2026
Average oil prices in 2026 are forecast at $95.74 per barrel
The top 1% of U.S. households hold 32.5% of the nation's net worth
Official-sector net gold purchases totaled about 170 tons from January to August 2026
U.S. federal debt topped $40.3 trillion in October 2026
Explosion at 英特爾 plant in Israel sends up thick black smoke；3 seriously injured
Published ・ Source Taiwan | 鉅亨網
A gas cylinder containing the toxic gas nitrogen trifluoride exploded at 英特爾's Kiryat Gat plant in Israel on the 14th，seriously injuring 3 workers who were taken to hospital；2 were in critical condition。
Facts
An explosion occurred on the 14th at the U.S. chip giant 英特爾's plant in Kiryat Gat，southern Israel。
The explosion left 3 workers with severe burns and sent them to hospital；2 were in critical condition。
The explosion involved nitrogen trifluoride，a toxic but nonflammable oxidizing agent。
The plant is one of 英特爾's main manufacturing sites in Israel，producing semiconductor chips for processors。
The fire was extinguished after the incident，and police said a gas cylinder had exploded。
輝達 opens Vera Rubin rack design！Battle over AI data center standards begins ahead of schedule
Published ・ Source Taiwan | 鉅亨網
輝達 announced on October 12 at the OCP Summit that it would open up the rack design for its Vera Rubin AI platform，using the MGX architecture to establish an industry standard，accelerate the global buildout of AI infrastructure，and expand its ecosystem。
Facts
輝達 announced on October 12 at the Open Compute Project (OCP) Global Summit that it would open up the rack and compute tray designs for its next-generation Vera Rubin AI platform。
Original更新版 MGX 1.2 規格支援最高250千瓦的機櫃部署。
The MGX 1.2 specification introduces liquid-cooled power busbars rated at 5,000 amps。
150 partners in Taiwan are participating in production of Vera Rubin systems。
At large-scale deployments，the Vera Rubin platform can deliver 10 times the agentic AI throughput of its predecessor，the Grace Blackwell platform。
輝達 shares fell 1.3% on October 12，while AMD shares fell 2.3%。
輝達 expects to announce that the Vera Rubin platform has entered full-scale production in May 2026。
Japan and South Korea open sharply lower！KOSPI plunges 6% at the open to a three-month low，triggering a Sidecar trading curb
Published ・ Source Taiwan | 鉅亨網
Japanese and South Korean stocks opened sharply lower amid a selloff in chip stocks and concerns over AI profitability；the KOSPI fell 6%，triggering a trading curb，while semiconductor stocks including Samsung and SK海力士 tumbled。
Facts
As a global selloff in chip stocks continues，investors grow increasingly cautious about the sustainability of the AI investment boom and the earnings outlook for related companies，and Japanese and South Korean stocks opened lower today (15)。
South Korea's KOSPI fell for the 7th consecutive trading day today，at one point dropping as much as 6% to its lowest level since July 31。
A seller-side sidecar mechanism is triggered when KOSPI 200 futures fall 5% or more and remain there for at least one minute。
2026 OCP Summit sets out four major next-generation AI trends！Unpacking the “key supply chain list”！
Published ・ Source Taiwan | 鉅亨網
The 2026 OCP Summit was held in California，U.S.，setting out four major next-generation AI trends：the growing importance of CPUs，rising memory demand，integration of liquid cooling and 800V HVDC，and the use of CPO high-speed networking。輝達，AMD，Google，and Meta are advancing open data center standards，accelerating infrastructure development for the agentic AI era。
Facts
OCP Global Summit 2026 was held in California，U.S.，from October 12 to 15。
輝達 MGX 1.2 open rack specifications support up to 250kW per rack.
美光 said memory supply and demand will be tighter in fiscal 2027 and fiscal 2028 than in 2026.
微軟 launched its third-generation AI ASIC chip, Maia 300, and expects to deploy more than 1 million units in 2027.
Google TPU v9 is expected to enter large-scale deployment in 2027, with shipments targeted to reach 12 million to 15 million units by 2028.
Returns and dividend income both drive performance as 00888 nears doubling year to date
Published ・ Source Taiwan | 鉅亨網
永豐 Taiwan ESG ETF (00888) has benefited from AI-related business opportunities, with its return nearing a doubling year to date at 95.37%. The fund has assets of NT$22.7 billion and a dividend yield of 16.4% in October. It covers core technology industries, including semiconductors, and Oct. 23 is the last day to buy for this distribution.
Facts
永豐 Taiwan ESG ETF (00888) has returned 95.37% year to date
The latest assets of 00888 ETF have reached NT$22.7 billion
00888 ETF's dividend yield in October reached 16.4%
Oct. 23 is the last day to buy 00888 ETF for this distribution
00888 ETF covers industries including semiconductors, electronic components, computers and peripherals, and communications networks
台積電 will hold its third-quarter earnings call on Thursday. Although third-quarter revenue hit a record, the stock has weakened amid inflation and AI-related selling pressure. The market is focused on the fourth-quarter outlook and capacity plans, while analysts see AI demand continuing through 2028.
Facts
台積電's third-quarter revenue reached NT$1.494243 trillion, up 17.65% quarter over quarter.
摩根大通 forecasts that demand for 台積電 will continue to grow through 2028, driving revenue growth of 30% that year.
The U.S. core Consumer Price Index (CPI) rose 2.6% year over year in September, above the market expectation of 2.5%.
台積電 ADR closed at $430 on Wednesday, down about 11.49% cumulatively since Oct. 5.
花旗 is bullish on growth momentum in 台積電's AI-related revenue in 2027.
輝達 expands CUDA-X AI tools, boosting semiconductor simulation speeds by 2 to 3 times
Published ・ Source Taiwan | 鉅亨網
輝達 announced on Wednesday the launch of new libraries, including cuPotential and NanoVDB, to accelerate semiconductor simulations. cuPotential speeds up GPU workflows by 2-3 times, while NanoVDB helps 科林研發 achieve a 30-fold speedup, advancing the development of AI fabs.
Facts
輝達 (Nvidia) announced on Wednesday (14日) that it is expanding its CUDA-X AI toolkit.
The cuPotential library boosts the speed of GPU-optimized workflows by 2 to 3 times.
NanoVDB helps 科林研發 increase simulation speeds by 30 times.
Developers can use cuPotential to build AI agents that simulate interactions between atoms and molecules.
AI-defined fabs use AI to help engineers improve processes and production efficiency.
Higher-than-expected inflation data stoked rate-hike concerns, intensifying selling pressure on chip stocks such as 輝達 and 台積電; CoreWeave shares plunged, reflecting AI lending risks; 蘋果 plans to launch AI services in China in December; and Jensen Huang stressed AI safety controls.
Facts
輝達 (NVDA-US) fell more than 3% at Wednesday's close, leading declines among semiconductor stocks.
台積電 ADR fell 3.4%, while 超微 (AMD-US) plunged 5.7%.
AI cloud computing provider CoreWeave (CRWV-US) shares plunged more than 15%, while yields on 2 of its bonds approached 15%.
蘋果 plans to launch Apple Intelligence in China as early as December this year with the iOS 27.3 update.
The Fed's Beige Book said diesel and energy costs are being passed through the supply chain via fuel surcharges.
The Fed's last remarks before the blackout period! Warsh's Friday speech could sway October rate-hike bets
Published ・ Source Taiwan | 鉅亨網
U.S. core inflation in September came in above expectations, lifting the probability of a Fed rate hike in October to about 40%. Markets are focused on Warsh's final remarks before the blackout period for clues about the policy outlook.
Facts
U.S. core inflation in September exceeded forecasts, briefly lifting the probability of an October rate hike from about 20% to 50% to 55%, before it retreated to about 40% or slightly lower late Wednesday.
The CPI rose 3.7% year over year in September. Computer and software prices posted record annual increases, while toy prices recorded their largest year-over-year increase since 1988.
The Fed will enter its blackout period on Saturday (16日) ahead of its Oct. 27 to 28 policy meeting.
Remarks by Williams and Jefferson 2 weeks ago helped bring the probability of an October rate hike down from about 70% to about 25%; this CPI report partially reversed that trend.
Companies mentioned：聯準會(Fed)、國際貨幣基金(IMF)、《華爾街日報》、美國銀行(BAC-US)、RSM US、《彭博》、Janney Montgomery Scott
Revenue Flash - Overview of September Revenue at Major Taiwan-listed Companies on Oct. 15, 2026 (82 companies added)
Published ・ Source Taiwan | 鉅亨網
September revenue figures for 234 Taiwan-listed companies with capital of more than NT$5 billion were released on Oct. 15, 2026. 潤隆 led year-over-year growth at 63462.8%, while 聯強 and 大聯大 performed strongly in electronic distribution. For month-over-month growth, 欣陸, 農林, and 金寶 led, while 和碩 and several building-materials companies also recorded notable gains.
Facts
As of 07:55 Taipei time on Oct. 15, 2026, September revenue had been reported by 234 major companies with capital of at least NT$5 billion.
潤隆 ranked first in year-over-year revenue growth in September, with growth of 63462.8% and monthly revenue of NT$1.221 billion.
聯強 ranked first in year-over-year revenue growth in September, with growth of 158.7% and monthly revenue of NT$90.309 billion.
91 companies recorded September revenue growth of more than 25% year over year, while 19 companies recorded declines of more than 20%.
鑽石生技 ranked first in month-over-month revenue growth in September, with growth of 24715.2% and monthly revenue of NT$341 million.
和碩 ranked third in month-over-month revenue growth in September, with growth of 143.2% and monthly revenue of NT$214.753 billion.
台汽電 ranked second in year-over-year revenue growth in September, with growth of 1114.1% and monthly revenue of NT$5.944 billion.
蘋果 shares retreat after hitting a record! Munster warns smart home hardware is not mainstream, risking a missed generative AI opportunity
Published ・ Source Taiwan | 鉅亨網
蘋果 shares retreated after hitting a record, and Deepwater partner Gene Munster warned that smart home hardware is not mainstream, potentially leaving the company to miss out on the generative AI opportunity. He recommended focusing on personalized AI assistants.
Facts
蘋果 shares touched a record high of $348.15 intraday on Tuesday, then closed at $341.27.
蘋果 launched Home View, a smart home product with a 7-inch screen, priced at $299.
Deepwater Asset Management partner Gene Munster estimates Home View sales at about 4 million units.
The SpaceX-related Grokbot AI product costs $20 per month.
Initial supply of 蘋果's upcoming foldable smartphone, iPhone Duo, is estimated at 10 million units.
蘋果 shares have risen 37.80% over the past year and 25.35% since the start of 2026.
Valuation could reach $2 trillion! Anthropic reportedly posted adjusted profit in the third quarter, with revenue of $16.8 billion
Published ・ Source Taiwan | 鉅亨網
AI developer Anthropic generated $16.8 billion in third-quarter revenue and turned a profit, with its valuation potentially reaching $2 trillion. It is reportedly considering launching an IPO as early as November, amid competition from OpenAI and Meta and concerns over AI safety.
Facts
Anthropic's third-quarter revenue grew nearly 50% from the second quarter
Anthropic estimates a reasonable valuation of between $1.8 trillion and $2 trillion
Anthropic plans to begin IPO marketing as early as the week of Nov. 9
Seventh attempt succeeds! 蘋果's closing market capitalization finally tops the $5 trillion mark
Published ・ Source Taiwan | 鉅亨網
蘋果 bucked the trend on Wednesday to set a record closing high, with its market capitalization topping $5 trillion for the first time at $5.005 trillion, becoming the world’s second tech giant to reach the milestone. While tech stocks broadly weakened, 蘋果 attracted safe-haven funds with its restrained spending on AI infrastructure, but market attention has shifted to the upcoming launch of the foldable iPhone Duo and its impact on future revenue.
Facts
蘋果 closed Wednesday with a market capitalization of $5.005 trillion, while its shares ended at a record high of $342.96.
蘋果 became the second company after 輝達 to reach a market capitalization of $5 trillion.
蘋果 shares have risen 26% so far this year, outperforming the S&P 500 index’s gain of about 13%.
Online orders for the iPhone 18 Pro Max currently face an estimated shipping wait of about 3 weeks.
美國銀行 analyst Wamsi Mohan said consumers are willing to pay higher prices for 蘋果 products.
Should investors overhaul their AI investment strategies? 高盛 warns of fragmentation in the AI ecosystem and an emerging U.S.-China duopoly
Published ・ Source Taiwan | 鉅亨網
高盛 said in a report that the global AI industry is taking shape around the United States and China as two dominant powers, and advised investors to overhaul their strategies. China’s AI technology has made significant progress; 高盛 grouped related stocks into export-oriented and domestic-focused companies, and noted a sharp rise in the market value and share of Chinese AI stocks.
Facts
Developments in China’s AI industry include breakthroughs in large language models and technological expansion across multiple fields.
高盛 divided Chinese AI stocks into two groups: export-oriented companies and domestic-focused companies.
From early 2025 through June 2026, Chinese export-oriented AI companies’ shares rose a cumulative 126%.
The combined market capitalization of China’s AI-related listed companies increased by nearly $5 trillion.
AI-related stocks’ share of Chinese stocks listed in mainland China and Hong Kong rose from 24% to 42%.
The share of trading volume accounted for by China’s AI-related stocks rose from 48% to 57%.
巴克萊 analyst Tim Long questioned the potential for further gains in Dell and 慧與科技 shares, saying memory-price volatility had a greater impact than AI’s tangible contribution. He downgraded both companies to Neutral, triggering a steep drop in Dell shares.
Facts
Dell shares have risen more than 300% so far in 2026, while 慧與科技 shares are up 163%.
巴克萊 analyst Tim Long downgraded Dell from Overweight to Neutral.
Dell shares fell 11.4% to $507.43 at Wednesday’s close.
Long estimates that Dell’s data-center server business for AI optimization will grow to $75 billion in revenue.
Dell’s one-day share-price drop on Wednesday was its steepest since April 3, 2025.
AI data-center demand is strong, but construction is difficult! Musk: Raising money is only the first hurdle; power, cooling and networking are all bottlenecks
Published ・ Source Taiwan | 鉅亨網
SpaceX founder Musk warned that AI data-center construction faces engineering bottlenecks involving power, cooling and networking, noting that securing funding does not guarantee successful completion. As technology companies pour investment into AI infrastructure, attention is growing to financing risks and companies’ ability to execute.
Could bond yields rise to 6%? JPMorgan CEO: Economic shock could be “more severe” than before; investors need to prepare
Published ・ Source Taiwan | 鉅亨網
摩根大通 CEO Dimon warned that if government bond yields rise another 1% to 6%, the economic shock would exceed that during the Iran war. The AI investment boom and fiscal deficits are pushing up rates, while funds are flowing into Magnificent Seven ETFs for safety and non-AI sectors face financing pressure.
Facts
摩根大通 CEO Dimon warned that if the 10-year government bond yield rises another 1 percentage point from 5%, the impact will be more severe than after the Iran war
Capital spending by AI hyperscalers and SpaceX is expected to approach $900 billion this year
The U.S. Magnificent Seven ETF (MAGS-US) has risen 6.4% over the past month
The U.S. budget deficit is nearing $2 trillion, while national debt has reached $40 trillion
DWS’s head of fixed income for the Americas said the 10-year government bond yield is about 5.23%
The market can absorb about $250 billion in AI-related investment-grade corporate bond issuance this year
Will the old-age farmers’ allowance be raised to “15,000 per month”? Could homeowners and landowners be ruled out? Who qualifies, legislative progress, asset-test thresholds and expected start date
Published ・ Source Taiwan | 風傳媒
The Executive Yuan and the opposition blue-and-white camp agreed to send amendments to the old-age farmers’ allowance directly to a second reading. They proposed raising it to 10,000 and 15,000, respectively, as well as easing asset-test thresholds and adding a cost-of-living review mechanism. The changes are expected to benefit more than 530,000 older farmers.
Facts
The current full old-age farmers’ allowance is 8,110 per month. The Executive Yuan’s amendment would raise it to 10,000, while the Kuomintang and Taiwan People’s Party propose increasing it directly to 15,000.
The Executive Yuan’s proposal would raise the income threshold to 600,000 and increase the asset threshold for land and homes from 5 million to 10.25 million.
The Executive Yuan had originally planned to raise the old-age farmers’ allowance from 8,110 to 10,000 starting July 1 this year, and is working toward making the increase retroactive to July 1.
Applicants for the old-age farmers’ allowance must be Republic of China citizens aged 65 or older, have household registration in Taiwan, and have lived in Taiwan for more than 183 days in each of the past 3 years.
For applicants without a farmhouse, the proposed amendments would fully exclude their sole home, if they live in it, and the land on which it is located from the calculation.
When farmers die, why do some families receive 612,000 while others get only 306,000? Labor Insurance Bureau reveals “2 key factors” behind funeral benefits being cut in half
The standard funeral benefit for a non-work-related death under Farmers’ Health Insurance is 15 months of the monthly insured amount in the month of death.
If an insured person under Farmers’ Occupational Accident Insurance dies from an occupational injury or illness, the funeral benefit is 30 months of the monthly insured amount in the month of death.
As of February 10, 2023, the monthly insured amount under Farmers’ Health Insurance was raised to NT$20,400.
As of December 1, 2023, anyone newly applying to join Farmers’ Health Insurance is legally deemed to have applied for Farmers’ Occupational Accident Insurance as well.
When a person qualifies for both Farmers’ Health Insurance and Farmers’ Occupational Accident Insurance, they may receive benefits from only one for the same insured event.