AI News 180m Report

2026-10-16 18:00–21:00 JST

333 received, 333 listed, 5 sources ・ Page 4 of 4

One place for news and notices from 2 countries/regions: Japan, 184 items from 1 source; Taiwan, 149 items from 4 sources.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(46)

Original歷史上有3個假太監!1個讓皇后懷孕、1個勒死皇帝,最後1個直接撼動王朝政局

Published ・ Source Taiwan | 風傳媒

This article examines the stories of three fake eunuchs in history—Lao Ai, Gao Pusa and Liu Keming—and says they entered the imperial court through forged documents, protection by powerful figures or reliance on influential factions, triggering harem scandals, rebellions or regicide that seriously shook their dynasties’ political foundations.

Facts

  • Lao Ai, from the late Qin state, was history’s most prominent fake eunuch. He had an affair with Empress Dowager Zhao and fathered two baby boys.
  • In 238 BC, Lao Ai forged a jade seal and launched a rebellion, attacking Qinian Palace. He was eventually executed by being torn apart by chariots.
  • Gao Pusa, a renowned physician in the Northern Wei, took advantage of Emperor Xiaowen’s absence on a campaign to pose as a eunuch and have an affair with Empress Feng deep inside the palace.
  • The Tang dynasty’s fake eunuch Liu Keming, mistakenly believing the emperor planned to eliminate him, joined forces with accomplices to strangle Emperor Jingzong to death.
  • After Liu Keming assassinated the emperor, court officials struck back, and he ultimately had nowhere to turn and threw himself into a well.

Graphic》Lai Juilong and Ko Chih-en both discuss affordable housing for young people! How much does it cost to rent in Kaohsiung for a month? See the rent gap across districts at a glance

Published ・ Source Taiwan | 風傳媒

The 2026 Kaohsiung mayoral race is focusing on affordable housing for young people, with Lai Juilong and Ko Chih-en proposing social housing and affordable housing, respectively. Data show that median rents in Kaohsiung range from about 7,800 to 23,000 yuan, with whole-unit rents highest in Gushan District and a marked gap between districts.

Facts

  • In the 2026 Kaohsiung mayoral race, Democratic Progressive Party candidate Lai Juilong proposed the “Five Strengths for Young Kaohsiung” flagship plan, making affordable housing one of its five pillars and advocating for social housing and rent subsidies.
  • Kuomintang Kaohsiung mayoral candidate Ko Chih-en proposed the “3 Arrows for Youth Housing,” including promoting affordable housing, raising the share of housing for married couples and families with children to 40%, and extending social housing leases to 12 years for eligible families.
  • According to rent statistics released by the Ministry of the Interior in 2026, the median total rent in Kaohsiung was 7,800 yuan per month, up 50 yuan from the previous period.
  • Rental transaction data compiled by Atomic Planet show that the median monthly rent for an entire unit in Kaohsiung was 23,000 yuan, with Gushan District recording the highest figure at 26,000 yuan.

Why must airplane seats be upright during takeoff and landing? A flight attendant reveals 2 key reasons—and the consequences of not adjusting them could be dire

Published ・ Source Taiwan | 風傳媒

This article explains the 2 safety reasons for requiring airplane seatbacks to be upright during takeoff and landing. According to Boeing data, accidents are more likely during these stages, so global regulations require seats to be upright to keep escape routes clear and ensure passengers can adopt the correct brace position, protecting everyone’s safety.

Facts

  • According to statistics from 波音公司, as many as 20% of fatal aviation accidents occur during takeoff and initial climb.
  • According to statistics from 波音公司, 47% of fatal aviation accidents occur during final descent and landing.
  • Former flight attendant Ocampo said that even what appears to be only about 2.5 to 5 centimeters of seatback adjustment can severely restrict the space available for passengers behind to stand up and move.
  • The brace position usually requires passengers to bend forward from the waist, cover their heads with their hands and lean toward the seat in front.
  • Global aviation authorities, including the U.S. Federal Aviation Administration (FAA), strictly require all cabin seats to remain upright during takeoff and landing.

Companies mentioned:波音公司、Traveler

The 2026 local elections slate is out! This 1 district has the fiercest race, with 7 vying for 1 seat; see why 10 candidates were disqualified

Published ・ Source Taiwan | 風傳媒

Ahead of the 2026 local elections, the Central Election Commission approved the qualifications of 81 mayoral and county magistrate candidates and rejected 10 council candidates. Kinmen County has the fiercest race, with 7 candidates.

Facts

  • With 43 days to go before the 2026 local elections, the Central Election Commission approved the qualifications of 81 mayoral and county magistrate candidates, all of whom met the requirements.
  • 7 people registered to run in the Kinmen County magistrate election, making it the most competitive race in Taiwan.
  • You Chih-pin, running in Taipei City’s 6th electoral district, was ineligible to register under the Cross-Strait Act because he had been registered as a resident for less than 10 years while holding an entry permit.
  • Lin Cheng-feng of New Taipei City, Cheng Po-chi of Taichung City, Tsao Wei-kuo of Tainan City and Hsiao Hsiang-han of Taoyuan City were barred from registering because they had been convicted in criminal cases.

The 2026 Taoyuan Halloween City is here! Beloved PEANUTS™ arrives, with an opening concert and nighttime show, plus limited-edition Halloween gifts to claim

Published ・ Source Taiwan | 風傳媒

The 2026 Taoyuan Halloween City will run from Oct. 24 to Nov. 1, featuring the first appearance of Snoopy from the globally popular IP “PEANUTS™.” The event will include an opening concert, a themed haunted house, a market and nighttime animation shows, with free shuttle buses to ease traffic.

Facts

  • The 2026 Taoyuan Halloween City will be held from Oct. 24 to Nov. 1 at Taoyuan Arts Plaza, Green 1 Park and Green 2 Park.
  • Snoopy from the globally popular IP “PEANUTS™” will make its first appearance at Taoyuan Halloween City.
  • The opening concert will be led by popular host “寶賤Hao,” with trendsetting singer-songwriter “派偉俊 Patrick Brasc” closing the show.
  • Free holiday shuttle buses will start running at 12 p.m., with a bus every 20 minutes. Stops will be at the Xinyonghe Market parking lot and Taoyuan Train Station.
  • OriginalSnoopy萬聖節限定動畫秀每晚18時起每半小時展演1次,每次5分鐘。

Original日本職棒裁判遭球棒爆頭昏迷半年!30歲川上拓斗奇蹟甦醒 開口第一心願惹鼻酸

Published ・ Source Taiwan | 風傳媒

日本職棒 umpire Takuto Kawakami was knocked unconscious for half a year after being hit in the head by a bat during a game. He recently regained consciousness and can talk and eat. He expressed a wish to return to the field, and the league has also strengthened safety measures for home-plate umpires.

Facts

  • 日本職棒 30-year-old umpire Takuto Kawakami was hit in the head by a bat during an April game and lost consciousness.
  • After half a year of treatment, Takuto Kawakami has regained consciousness and can talk and eat.
  • Takuto Kawakami hopes to return to the field to officiate.
  • 日本職棒 has required home-plate umpires to wear helmets since April 18.
  • Takuto Kawakami’s umpire uniform number is 29.

Companies mentioned:日本職棒、日本野球機構、養樂多燕子、橫濱DeNA灣星

Legislature passes Elderly Welfare Act amendment in third reading; Wu Hsiu-hua: Let seniors age with support, health and peace of mind

Published ・ Source Taiwan | 風傳媒

The Legislative Yuan passed an amendment to Article 22 of the Elderly Welfare Act in its third reading, easing health insurance costs for eligible seniors. Taitung County magistrate candidate Wu Hsiu-hua praised the amendment and is promoting senior fitness exercises at home in Taitung County using technology, aiming to strengthen the elderly care network.

Facts

  • The Legislative Yuan passed an amendment to Article 22 of the Elderly Welfare Act in its third reading on the 16th.
  • The amendment proposes waiving National Health Insurance premiums for people aged 65 and over whose applicable income tax rate is below 20%.
  • Taitung County magistrate candidate Wu Hsiu-hua said reducing health insurance premiums for seniors is one of the elderly welfare policies she has proposed.
  • Wu Hsiu-hua thanked Kuomintang and Taiwan People’s Party legislators for working together to ensure the bill passed.
  • The Taitung County government has launched a “senior fitness exercise” program, with professional fitness instructors visiting the homes of seniors who live alone to provide guidance.
  • Original臺東縣65歲以上人口比例已超過兩成。
  • Wu Hsiu-hua stressed that caring for seniors requires a multifaceted approach, from daily living and health management to medical coverage.

Original傳接字節跳動AI大單!聯發科挑戰ASIC龍頭,外資重申「買進」最新目標價曝光

Published ・ Source Taiwan | 風傳媒

聯發科 is reportedly in line for a major AI order from 字節跳動, and foreign investors have reiterated their buy rating. Mass production is projected for 2029, with annual revenue contributions potentially reaching US$25 billion, while growth in the mobile business is also seen as promising.

Facts

  • Original聯發科傳出有望取得TikTok母公司字節跳動的AI客製化晶片訂單。
  • Original美系外資重申聯發科「買進」評等,維持目標價6,200元。
  • Original聯發科與字節跳動的合作專案預估最快於2029年初開始量產。
  • A U.S. brokerage estimates that the AI project could contribute up to US$25 billion in annual revenue.
  • Original聯發科股價在16日止跌反彈,收在4,250元,漲幅約2.04%。
  • Original外資預估聯發科2028年EPS將攀升至396.85元。
  • Original聯發科可能負責字節跳動ASIC設計及一站式解決方案服務。

Companies mentioned:聯發科、字節跳動、Google、xAI、博通、高通、三星

Taiwan | 鉅亨網(19)

Global coffee output is in surplus, but price volatility remains difficult to resolve

Published ・ Source Taiwan | 鉅亨網

Global coffee output has recovered, but exchange inventories have fallen to their lowest level since 1999, sending futures prices fluctuating near US$3.5 per pound. Although a supply glut is expected in the 2026-27 crop year on the back of a bumper Brazilian harvest, high spot-market premiums and exchange-rate factors have kept beans from flowing to exchanges, fueling concerns about a short squeeze.

Facts

  • Original洲際交易所(ICE)認證庫存已跌至1999年以來的最低點。
  • Arabica coffee futures prices are nearing US$3.5 per pound.
  • A supply glut is expected in the 2026-27 crop year, driven by a record harvest in Brazil.
  • Brazilian coffee beans that meet ICE quality standards command a high premium in the private spot market.
  • The recent appreciation of Brazil's currency, the real, has prompted farmers to hold back sales and stockpile their crops.

Companies mentioned:洲際交易所(ICE)、J. Ganes Consulting、Archer Consulting、StoneX

Safe-haven flows keep eurozone government bond yields hovering near multiweek lows

Published ・ Source Taiwan | 鉅亨網

A sharp global technology-stock sell-off has fueled safe-haven demand, prompting funds to rotate into eurozone government bonds and keeping German government bond yields near multiweek lows. Concerns about returns on AI investment and corporate debt have led investors to shift toward risk-free assets.

Facts

  • Germany's 10-year government bond yield stood at 3.404%, nearing a more-than-one-month low.
  • Germany's 2-year government bond yield fell to 3.059%, declining for three consecutive days.
  • Growing doubts about the timeline for returns on AI capital expenditure have triggered a technology-stock pullback and safe-haven demand.
  • European Central Bank President Christine Lagarde urged France to address its budget deficit, which stands at 5.4% of GDP.
  • The pullback in U.S. 10-year Treasury yields has eased upward pressure on the eurozone yield curve.

Original遠雄建設2027年將推5大案總銷逾900億元 住宅案重押桃園

Published ・ Source Taiwan | 鉅亨網

Original遠雄建設宣布2027年將推出總銷914億元的5大建案,涵蓋桃園、泰山、台南及高雄,其中上半年重押桃園住宅區。同時指出2026年7月已達成2025年全年業績,顯示市場動能強勁。

Facts

  • Original遠雄建設2026年7月已達2025年全年的銷售業績
  • Farglory plans to launch 5 major projects in 2027, with total sales reaching NT$91.4 billion
  • Farglory will launch two major projects in Taoyuan in the first half of 2027, in the sports park area and Guishan
  • Farglory Heya is planned with unit sizes of 24-66 ping, with transaction prices exceeding NT$770,000 per ping
  • Original遠雄合雅與冠軍建材合作推出再生磁磚,再生材料比例達25%

Companies mentioned:遠雄建設、冠軍建材

Original臺銀10億元無人機採購案開標 世紀*子公司詠昇成為共同供應契約得標人

Published ・ Source Taiwan | 鉅亨網

Original世紀民生子公司詠昇得標臺銀無人機採購案,正式簽約成為政府訓練用無人機供應商,開啟公部門市場佈局。

Facts

  • Original世紀民生(5314-TW)旗下子公司詠昇(6418-TW)參與臺灣銀行採購部辦理的無人機組共同供應契約採購案。
  • Original詠昇在訓練用無人機組品項獲評選為最有利標並完成決標,於16日正式簽署共同供應契約。
  • Original本案由臺灣銀行採購部代理內政部等9個部會辦理,招標案號為LP5-114063。
  • The total budget for the project is about NT$1.048108 billion. Estimated demand for training drone sets is 3,894 units, with an estimated value of about NT$132 million.
  • Original世紀民生以IC設計、飛控及邊緣運算技術為基礎投入無人機研發,詠昇電子則負責公部門市場開發。

Companies mentioned:世紀民生、詠昇、臺灣銀行

Original研華攜手DEKRA德凱簽署MOU 強化工業資安布局

Published ・ Source Taiwan | 鉅亨網

Original研華攜手DEKRA德凱簽署MOU,強化工業資安布局,協助客戶因應CRA及IEC 62443規範,降低合規風險並縮短產品上市時程。

Facts

  • Original研華與DEKRA德凱簽署合作備忘錄,結合工業運算、資安測試與全球認證專業。
  • Original研華工業邊緣系統AFE-E630通過DEKRA德凱獨立評估,取得IEC 62443-4-2符合性證明證書(AoC)。
  • The AFE-E630 product's security functions met the relevant requirements of IEC 62443-4-2:2019 Security Level 2 (SL2) within the scope of the assessment.
  • The system is primarily used in commercial and industrial energy storage management.
  • The two parties plan to extend their collaboration into AI industrial systems, semiconductor manufacturing, robotics, drones, energy and transportation.

Companies mentioned:研華、DEKRA德凱

Original台灣9月手機降價榜TOP 15 三星摺疊旗艦Galaxy Z Fold8 Ultra單月降幅5500元奪冠

Published ・ Source Taiwan | 鉅亨網

Original傑昇通信公布9月手機降價榜,受成本上漲影響,降價幅度擴大。三星Galaxy Z Fold8 Ultra以單月降5,500元奪冠,華碩Zenfone 11 Ultra總降幅達43%居首但現貨稀少,反映市場價格競爭激烈。

Facts

  • Original根據傑昇通信統計,9月全台門市手機降價排行整體總降幅範圍落在8%至43%之間,單月降幅介於4%至29%。
  • Original三星摺疊旗艦Galaxy Z Fold8 Ultra(12GB/512GB)奪下9月月降價與總降價雙料冠軍,單月降價5,500元,累計總降價13,410元。
  • The budget-priced OPPO A7 Pro (8GB/128GB) led this month's ranking for monthly price cuts, with a reduction of as much as 29%, or four thousand dollars.
  • Original華碩Zenfone 11 Ultra(12GB/256GB)總降幅達43%為最高,但現貨所剩無幾。
  • Original9月降價榜上價差破萬元的機型全數由三星最新摺疊機包辦。

Companies mentioned:傑昇通信、三星、OPPO、華碩、ASUS-TW、榮耀

Taiwan dollar and stocks move in opposite directions; currency falls another 7.3 cents, breaks below NT$32.3

Published ・ Source Taiwan | 鉅亨網

The New Taiwan dollar weakened to 32.338 against the U.S. dollar amid a strong greenback and foreign investor outflows. However, buying in AI-related industries supported Taiwanese stocks, and the weighted index closed higher, creating a picture of a weaker currency and stronger stocks.

Facts

  • The New Taiwan dollar closed at 32.338 against the U.S. dollar today (16), depreciating by 7.3 cents.
  • Original台北外匯經紀公司與元太外匯經紀公司合計總成交量為46.12億美元。
  • Taiwan's weighted stock index closed at 47,111 points, up 141 points, or about 0.3%.
  • The three major institutional investors recorded combined net selling of about NT$72.9 billion, with foreign investors accounting for as much as NT$49.4 billion.
  • Investment trusts continued to act as market stabilizers, recording net buying of about NT$13.2 billion for a sixth consecutive session.

Companies mentioned:台北外匯經紀公司、元太外匯經紀公司

Original東元利明献:2027年營運高速成長 兩至三年達到千億營收目標

Published ・ Source Taiwan | 鉅亨網

Original東元於70週年論壇宣布,受惠於AI業務推動,預計2027年進入高速成長期,目標2至3年內營收破千億。目前正與鴻海洽談合作,並拓展東南亞、日美市場之CSP業務。

Facts

  • Original東元董事長利明献表示,公司目標是在未來2至3年內達到千億元營收。
  • Original東元目前持續與鴻海研議合作細節,並推進策略聯盟計畫。
  • Original東元旗下模組化資料中心(MDC)及工程業務已與多家雲端服務供應商(CSP)合作,其中東南亞市場需求暢旺。
  • Original東元2025年營收為590.94億元,較前一年增長7%。
  • Original東元今年第三季營收為168.5億元,年增15.9%。
  • Original東元預期2027年海外營收占比有機會超過一半。

Companies mentioned:東元、鴻海

China plans to revise its technology export control catalog and add artificial intelligence technologies.

Published ・ Source Taiwan | 鉅亨網

China’s Ministry of Commerce and Ministry of Science and Technology plan to revise the Catalogue of Technologies Prohibited or Restricted from Export, adding 40 export control rules covering AI, biomedicine and optoelectronics. The AI section focuses on 23 key technologies, with particular attention to large models and open-source exceptions, aiming to ensure technology security and controllability.

Facts

  • China’s Ministry of Commerce and Ministry of Science and Technology jointly issued an announcement proposing revisions to the Catalogue of Technologies Prohibited or Restricted from Export.
  • The revision adds export control rules for a total of 40 technologies across three major fields: artificial intelligence, biomedicine and optoelectronics.
  • The artificial intelligence field covers 23 key technologies, including large language models, AI agents, chip design and computing clusters.
  • The official draft is open for public comment from now through Nov. 15, with interim registration management also taking effect.
  • For leading models with parameter counts of 2 trillion or more, model weights, checkpoints, source code and architecture will all be subject to restrictions.
  • AI models trained using data defined as “national core data” under China’s Data Security Law will be directly barred from export.
  • Technologies that have entered the public domain through open-source releases or academic papers are exempt, and the government will provide facilitation measures such as automatic licensing.

Companies mentioned:月之暗面 Moonshot AI、阿里巴巴

[Roundup of high-volume stocks surging] [Has the national team stepped in to support the market?] Retail investors, take a look! Two dark horses take off! Q4 list revealed!

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks rebounded to close higher today. The eight major state-owned banks continued buying, with cumulative purchases exceeding NT$100 billion to support the market and counter selling by foreign investors and proprietary traders. 台積電 raised its revenue growth outlook at its earnings call, while 聯發科 was reported to have won an order from 字節跳動. AI and energy storage themes helped restore market confidence.

Facts

  • The TAIEX closed today at 47111.26 points, up 141.39 points, with trading volume of NT$935.960 billion.
  • The eight major state-owned banks bought shares for 7 consecutive sessions, with net purchases totaling NT$105.391 billion over 7 days.
  • 台積電 raised its forecast for full-year 2026 revenue growth in U.S. dollars to about 44%.
  • 聯發科 is reportedly in the final stage of negotiations with 字節跳動 on a supply deal for custom AI chips for data centers.
  • 鴻海 announced that it is partnering with 東電綠能 and others to invest in behind-the-meter energy storage systems that meet government subsidy requirements for domestically produced battery cells.

Companies mentioned:台積電、ASML、輝達、CoreWeave、希捷科技、威騰電子、SK海力士、特斯拉、Anthropic、聯發科、字節跳動、Google、高通、博通、台亞、聯光通、澤米、慶欣欣鋼鐵、台南易昇鋼鐵、高雄春雨、鴻海、東電綠能、利佳興業、盛齊綠能、晟瑞科技、台塑化、台塑四寶

Taiwan stocks break below key support! Which stocks can surge against the trend in the fourth quarter?

Published ・ Source Taiwan | 鉅亨網

The break below key support in Taiwan stocks has triggered panic, but 台積電 is delivering strong profits and has won favor with foreign investors, while the AI industry chain’s long-term growth momentum remains intact. For the fourth quarter, investors are advised to shift toward growth stocks with rising earnings estimates and build positions in stages.

Facts

  • Taiwan stocks recently broke below the 47,500-to-48,000-point support zone, as foreign investors sold heavily and net short futures positions approached 100,000 contracts.
  • Aletheia Capital raised its target price for 台積電 to NT$5,000, saying the company has the potential to reach that level.
  • 台積電 posted record profits in the third quarter, continued to raise its full-year revenue outlook and aggressively expanded capital spending.
  • The memory industry’s business model is changing, with 美光, 三星 and SK海力士 placing greater emphasis on long-term supply contracts.
  • Fourth-quarter investment strategies should shift toward finding growth companies with sustained earnings upgrades and share prices back in a reasonable range.

Companies mentioned:台積電、日月光、台達電、鴻海、SK海力士、美光、三星、南亞科、華邦電、群聯、世芯-KY、信驊、欣興、奇鋐、SpaceX、Aletheia Capital、艾司摩爾、CoreWeave

OriginalAI黃金波段行情、金像電、矽力⊕、富喬⊕、建榮

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks rebounded on lower volume today to close at 47,111 points, with heavy selling by foreign investors but a strong 台積電 earnings call. Analysts recommend focusing on the AI supply chain and adopting a strategy of selling weaker holdings and retaining stronger ones, while building positions in stages to manage short-term volatility.

Facts

  • Taiwan stocks gained 141 points at the close today, ending at 47,111 points, with trading value of about NT$938.2 billion.
  • 台積電 posted third-quarter revenue of NT$1.494 trillion and EPS of NT$29.43, both record highs.
  • Taiwan’s exports reached US$87.22 billion in September, up 60.9% year over year and setting a record for any single month.
  • Continued heavy net selling by foreign investors is being offset by long-term buying from investment trusts and inflows into ETFs, which are providing medium- to long-term support.
  • U.S. headline and core CPI for September came in above expectations, prompting markets to reassess the Fed’s rate-cut and rate-hike paths.

Companies mentioned:台積電、倫元投顧

美光 shares have fallen 23% from their peak. What does history tell us?

Published ・ Source Taiwan | 鉅亨網

美光 shares have fallen 23% from their peak. Despite strong earnings, the market remains concerned about the business cycle. Analysts say that long-term contracts, changing AI demand and large-scale investment could help 美光, whose valuation is low, recover.

Facts

  • 美光 recently reported revenue growth of 379% year over year to US$54.2 billion, with an operating margin of 80.7%.
  • 美光’s quarterly operating profit grew 1,100% to US$43.8 billion, surpassing 蘋果, Alphabet and 微軟.
  • 美光 has secured a substantial portion of its revenue through 2030 through strategic agreements with customers.
  • 美光 is investing US$100 billion to build a megafab in New York State.
  • 美光 currently has a forward P/E ratio of less than 6 times.

Companies mentioned:美光、MU-US、蘋果、AAPL-US、Alphabet、GOOGL-US、微軟、MSFT-US

TrendForce: Meta and Chinese brands step up efforts; AR glasses shipments forecast to double to 1.31 million units in 2026

Published ・ Source Taiwan | 鉅亨網

研調中心 TrendForce said that, benefiting from spillover effects driven by Meta products, global AR glasses shipments are forecast to double to 1.31 million units in 2026, with annual growth of 111.1%.

Facts

  • Global AR glasses shipments are set to rise from 620,000 units in 2025 to 1.31 million units in 2026, representing annual growth of 111.1%.
  • Meta is expected to remain in the lead in 2026, with about 20% of shipments.
  • XREAL, Even Realities, Rokid and RayNeo together account for 53.2% of global shipments.
  • Aura, developed by XREAL in partnership with Google, is expected to launch at the end of 2026.
  • The two major optical engine technologies, OLEDoS and LEDoS, are expected to account for about 80% of the market combined.
  • AR glasses shipments are expected to grow by nearly 80% again in 2027.

Companies mentioned:TrendForce、研調中心、Meta、XREAL、Even Realities、Rokid、RayNeo、Google

“Harder to deal with than Putin!” Trump blasts Zelensky: Resuming attacks on Russian refineries is “shameful”

Published ・ Source Taiwan | 鉅亨網

U.S. President Trump criticized Ukraine for resuming attacks on Russian refineries, calling the actions shameful and Zelensky difficult to deal with. Kyiv ended a three-day ceasefire, and the United States and Ukraine are sharply divided over stabilizing oil prices and leverage on the battlefield.

Facts

  • U.S. President Trump publicly criticized Ukraine for resuming attacks on Russian refineries, calling the actions “shameful.”
  • Trump said bluntly that he was “not a loyal supporter of Zelensky,” and considered Zelensky “harder to deal with” than Russian President Putin.
  • In an interview with the Financial Times, Zelensky said Kyiv had suspended attacks on Russian refineries for three days to comply with Washington’s demand for an “energy ceasefire.”
  • Zelensky said, “The restrictions have been lifted; we are no longer abiding by them,” ending the pause in strikes on Russian energy facilities.
  • Russia’s Defense Ministry said Ukrainian forces launched an intense attack on a refinery in Ryazan Oblast, causing a fire.
  • Trump said attacks on refineries that produce diesel would only drive up oil prices and “do the world no good.”
  • Zelensky said the U.S.-Russia diesel agreement made Kyiv feel “betrayed” and called on Washington to provide more Patriot interceptors.

Original別被歷史級提款嚇傻!外資單日瘋砍三千億回測季線,誰在非理性殺盤中悄悄卡位?

Published ・ Source Taiwan | 鉅亨網

Foreign investors’ net selling of NT$302.555 billion in a single day set a record and sparked market panic, but quantitative data indicate a high probability of a rebound. Although the broader market showed resilience, margin balances fell only modestly, leaving retail investors’ positions uncleared. Investors are advised to maintain a neutral level of equity exposure and build positions in growth stocks with hard supply shortages in AI optical transceivers, substrate equipment and advanced packaging and testing on market dips and in stages.

Facts

  • Foreign investors’ net selling of Taiwan stocks in a single day hit a record NT$302.555 billion.
  • Taiwan stocks reached an intraday high of 47520.60 points and closed up 141.39 points.
  • The main market plunged 1655.96 points yesterday, but margin balances on the centralized market fell by only NT$5.141 billion.
  • Backtests of Teacher 智霖’s team quantitative model show that the probability of a rise the day after extreme net selling by foreign investors increases significantly.
  • At its earnings call, 台積電 made clear that advanced back-end packaging capacity is in short supply and that it is actively expanding capacity to meet customer demand.

Companies mentioned:凱旭投顧、台積電

Hong Kong stocks after the close: Hang Seng Index up 0.52%, Tech Index up 1.16%; AI, storage concepts and gold stocks lead gains

Published ・ Source Taiwan | 鉅亨網

Hong Kong’s main stock indexes rose on Friday, with the Hang Seng Index up 0.52% and the Tech Index up 1.16%. AI and storage concepts, along with gold stocks, led gains, while 聯想集團 and 上海復旦 stood out. Insurance and lithium battery stocks fell amid factors including institutions’ lower forecasts.

Facts

  • 聯想集團 shares surged 8.01%, with full-day turnover reaching HK$5.032 billion.
  • 上海復旦 shares jumped 13.11%.
  • Original靈寶黃金股價飆漲超過8%
  • Original中國財險股價下跌3.37%

Companies mentioned:聯想集團、阿里巴巴-W、快手、上海復旦、瀾起科技、靈寶黃金、中航科工、龍湖集團、華潤置地、361度、李寧、中國財險、中國人壽、寧德時代、中信證券

〈Mainland Stocks After the Close〉The 3 major indexes were mixed; the Shanghai Composite ended a 2-day losing streak, while the weekly decline reached 2.6%.

Published ・ Source Taiwan | 鉅亨網

China’s 3 major A-share indexes were mixed on Friday. The Shanghai Composite ended a 2-day losing streak but posted a sharp weekly decline. Defense and flying-car stocks led gains, while PCB and CRO stocks weakened. Institutions said external macroeconomic pressures prompted a short-term correction, but valuations have improved over the medium term and fundamentals remain unchanged.

Facts

  • 上證指數 rose 0.24% to close at 3716.28 points on the 16th, ending 2 consecutive days of losses.
  • This week, 上證指數 fell sharply by 2.56%, 深證成指 fell 0.12%, and 創業板指 fell 0.39%.
  • Original滬深兩市成交額為人民幣1.56兆元,較前一交易日減少約776億元。
  • Several defense stocks, including 華力創通, 晨曦航空 and 長城軍工, hit the daily limit.
  • Among PCB concept stocks, 寶鼎科技 and 天津普林 hit the daily limit down, while CRO group member 藥明康德 briefly touched the limit down intraday.
  • According to Wind statistics, 3298 companies listed on the Shanghai and Shenzhen markets and the Beijing Stock Exchange gained, while 2123 fell.
  • 鴻風資產 investment director Huang Yi said external factors were the trigger for this round of declines, while the internal trading structure was the root cause.

Companies mentioned:上證指數、深證成指、創業板指、華力創通、晨曦航空、長城軍工、捷眾科技、中信海直、萬豐奧威、東安動力、粵宏遠A、寶鼎科技、天津普林、逸豪新材、金祿電子、四會富仕、藥明康德、Wind、大智慧VIP、中金公司、中信證券、長鑫科技、三星、鴻風資產

Warsh Sends No Hawkish Signals; October Rate-Hike Expectations Cool Significantly; U.S. Stock Indexes Rebound and Gold Prices Stabilize

Published ・ Source Taiwan | 鉅亨網

U.S. Federal Reserve Chair Warsh sent no hawkish signals at the IMF annual meeting, cooling market expectations for an October rate hike and pushing the probability below 15%. 高盛 forecast that the Fed would hold steady in October, with a possible final rate hike in December, a prospect that markets welcomed.

Facts

  • At a panel discussion during the IMF annual meeting, Warsh made no explicit predictions about monetary policy or the U.S. economic outlook, reiterating only that the Federal Reserve would work to achieve price stability.
  • Warsh’s cautious remarks quickly drove the probability of a rate hike at the October meeting down to below 15%, from about 27% to 33% before his speech.
  • 高盛 economists said the Federal Reserve is preparing to hold rates steady in October and may deliver its final rate hike of the year in December.
  • S&P 500 futures erased losses and turned higher, the dollar index fell, and bond yields retreated from elevated levels.
  • Gold was trading at around $4,175 an ounce, as the lower rate-hike probability eased the interest-rate headwind for holding non-yielding gold.

Companies mentioned:國際貨幣基金、Monetary Policy Analytics、高盛

Taiwan | 環球生技月刊(6)

2026-10-16 biotech stocks: (gainers) 漢達 9.96%, 安克 9.92%, 心誠鎂 8.48%; (decliners) 浩鼎 5.01%, 達亞 3.97%, 常廣 2.51% - Global Bio-Industry Monthly

Published ・ Source Taiwan | 環球生技月刊

Biotech stock performance on October 16, 2026: 漢達, 安克 and 心誠鎂 posted the biggest gains, while 浩鼎, 達亞 and 常廣 recorded the steepest declines.

Companies mentioned:漢達、安克、心誠鎂、浩鼎、達亞、常廣、國邑*、共信-KY、益安、視陽、藥華藥、益得、昱展新藥、欣大健康、光麗-KY、威健生技、漢康-KY創、杏輝

A look at the 10/12-10/16 most popular emerging-market stocks—仁新*, 安成生技 and 鼎晉生技—and top gainers—慧康生技*-KY, 視航生醫 and 智新生技* - Global Bio-Industry Monthly

Published ・ Source Taiwan | 環球生技月刊

A look at the most popular emerging-market stocks and top gainers for 10/12-10/16: 仁新*, 安成生技 and 鼎晉生技 were the most popular stocks; 慧康生技*-KY, 視航生醫 and 智新生技* ranked among the top 3 gainers.

Facts

  • 30,440
  • 6,983
  • 5,246
  • 12.51%
  • 10.36%
  • 9.12%

Companies mentioned:仁新*、安成生技、鼎晉生技、慧康生技*-KY、視航生醫、智新生技*、樂迦再生、巨生醫、仲恩生醫、安立璽榮-KY、瀚陽*、水星生醫*、得生製藥、圓點奈米、博研醫藥、啟弘生技、普生、泰合

Taiwan stocks weekly TOP 15: 10/12-10/16 gainers—全福生技 16.26%, 漢達 12.55%, 金萬林-創 10.38% - Global Bio-Industry Monthly

Published ・ Source Taiwan | 環球生技月刊

Ranking of the TOP 15 biggest weekly gainers among Taiwan-listed stocks from October 12 to October 16, 2026: 全福生技 led with 16.26%, followed by 漢達 at 12.55% and 金萬林-創 at 10.38%.

Companies mentioned:全福生技、漢達、金萬林-創、共信-KY、安克、心誠鎂、藥華藥、視陽、雲象科技-創、麗豐-KY、東生華、國邑*、益安、永信、大樹、浩鼎、圓祥生技、基米-創、睿生光電、松瑞藥、益得、台康生技、合一、晶碩

Institutional investor weekly activity: 10/12-10/16 net purchases—健喬 2987 lots, 沛爾生醫*-創 2192 lots, 東洋 2052 lots; net sales—高端疫苗 2226 lots, 松瑞藥 1073 lots, 基亞 810 lots - Global Bio-Industry Monthly

Published ・ Source Taiwan | 環球生技月刊

Trading activity by the 3 major institutional investors and foreign investors in biotech stocks from October 12 to 16, 2026: 健喬, 沛爾生醫*-創 and 東洋 were the top 3 net purchases; 高端疫苗, 松瑞藥 and 基亞 were the top 3 net sales.

Facts

  • 健喬 (4114) 2,987
  • 沛爾生醫*-創 (6949) 2,192
  • 東洋 (4105) 2,052
  • 高端疫苗 (6547) -2,226
  • 松瑞藥 (4167) -1,073
  • 基亞 (3176) -810
  • 沛爾生醫*-創 (6949) 3,410
  • 高端疫苗 (6547) -2,145
  • 藥華藥 (6446) 455
  • 台耀 (4746) -779

Companies mentioned:健喬、沛爾生醫*-創、東洋、高端疫苗、松瑞藥、基亞、漢達、聯合、全福生技、太景*-KY、藥華藥、台耀、泰博、視陽、睿生光電、美時、大江、精華、大學光、晟德

Biotech stocks weekly roundup for 10/12-10/16: 全福生技 tops the list with a 16.26% gain; 慧康生技*-KY gains 12.51% - Global Bio-Industry Monthly

Published ・ Source Taiwan | 環球生技月刊

Biotech stocks weekly roundup for 10/12-10/16: 全福生技 tops the list with a 16.26% gain; 慧康生技*-KY gains 12.51%.

Facts

  • 全福生技 gained 16.26%.
  • 慧康生技*-KY gained 12.51%.
  • 漢達 (6620) ➡️ Weekly gain of 12.55%
  • 金萬林-創 (6645) ➡️ Weekly gain of 10.38%
  • 視航生醫 (7759) ➡️ Weekly gain of 10.36%
  • 智新生技* (7832) ➡️ Weekly gain of 9.12%
  • 健喬 (4114): 2987 lots
  • 沛爾生醫*-創 (6949): 2192 lots
  • 東洋 (4105): 2052 lots
  • 仁新* (6696): 30440 lots
  • 安成生技 (6610): 6983 lots
  • 鼎晉生技 (7876): 5246 lots

Companies mentioned:全福生技、慧康生技*-KY、漢達、金萬林-創、健喬、沛爾生醫*-創、東洋、視航生醫、智新生技*、仁新*、安成生技、鼎晉生技、浩鼎、圓祥生技、益安、視陽、心誠鎂、共信-KY、安克、藥華藥

Biotech stocks weekly roundup for 10/12-10/16: 全福生技 tops the list with a 16.26% gain; 慧康生技*-KY gains 12.51% - Global Bio-Industry Monthly

Published ・ Source Taiwan | 環球生技月刊

Biotech stocks weekly roundup for 10/12-10/16: 全福生技 tops the list with a 16.26% gain; 慧康生技*-KY gains 12.51%.

Facts

  • 全福生技 gained 16.26%.
  • 慧康生技*-KY gained 12.51%.
  • 漢達 (6620) ➡️ Weekly gain of 12.55%
  • 金萬林-創 (6645) ➡️ Weekly gain of 10.38%
  • 視航生醫 (7759) ➡️ Weekly gain of 10.36%
  • 智新生技* (7832) ➡️ Weekly gain of 9.12%

Companies mentioned:全福生技、慧康生技*-KY、漢達、金萬林-創、健喬、沛爾生醫*-創、東洋、視航生醫、智新生技*、仁新*、安成生技、鼎晉生技、浩鼎、圓祥生技、益安、視陽、心誠鎂、藥華藥、共信-KY、安克

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