Market talk》U.S. tech stocks keep sliding，so why does this managing director say：The money is still there……and that may not be a bad thing！
Published ・ Source Taiwan | 風傳媒
阿扎姆，managing director at 瑞穗美洲，said that although the decline in U.S. tech stocks had triggered panic，capital was still rotating and being reallocated within the market，which may not be a bad thing.
Facts
U.S. tech stocks have continued to slide，while the CNN Fear and Greed Index shows the market gripped by intense fear.
阿扎姆，managing director of the equity trading department at Mizuho Americas，believes capital has not left the market.
阿扎姆 said investors are reallocating capital within the market.
阿扎姆 observed that capital rotation is accelerating.
The full report is available by subscribing to 《風傳媒 × 華爾街日報》VVIP.
Interview／Readers afraid to pay online fly to Taiwan to deliver cash！《追光者》 founder 梁嘉麗：I’ve never seen fear this intense in all my years as a journalist
Published ・ Source Taiwan | 風傳媒
A report by the Hong Kong Overseas Media Association found that independent outlets such as 《追光者》 are a major source of information for Hong Kongers overseas and enjoy high credibility ratings. Founder 梁嘉麗 said readers are so afraid they will not pay online and even fly to Taiwan to deliver cash，reflecting a dire environment for freedom of expression.
Facts
A report released by the Hong Kong Overseas Media Association said 九成 of respondents supported 《追光者》，considering it the most credible media outlet.
《追光者》 founder 梁嘉麗 said readers were afraid of being targeted by the authorities and did not dare pay for subscriptions online；some even flew to Taiwan to deliver cash.
The survey was conducted from November 2025 to May 2026 and collected 507 valid questionnaires.
The 《追光者》 team insists on not using AI voice-overs，believing AI products feel too much like content farms and authentic video is more likely to earn people’s trust.
祁福德 said that under the National Security Law，freedom of expression and press freedom are effectively dead.
六成六 of 《追光者》 readers are based in Hong Kong，but fear of sharing and liking posts has hurt the outlet’s social media traffic.
A fire at Hong Kong’s Wang Fuk Court in Tai Po last November killed 168 people. 梁嘉麗 said the incident reflected the loss of freedom in civil society.
Companies mentioned：香港海外傳媒協會Hong Kong Media Overseas （HKMO）、《追光者》（Pulse HK）、《追新聞》、《光傳媒》、綠豆（Green Bean Media）、棱角（The Points Media）、風傳媒英文站、《蘋果日報》
Interview／Hong Kong prison officials rehearsed an SOP for「Jimmy Lai dying in prison」！《黎智英傳》 author 祁福德：If he dies in prison，China’s image will be very poor
Published ・ Source Taiwan | 風傳媒
In an interview，《黎智英傳》 author 祁福德 said Hong Kong prison officials had rehearsed an SOP for Jimmy Lai’s death in custody and closely monitored footage of his time outside his cell. He said Lai’s death in prison would damage China’s image，citing U.S. President Trump’s repeated negotiations and the case of pastor Jin Mingri’s release，and argued that high-level talks could secure Lai’s release.
Facts
Jimmy Lai has been held in solitary confinement by the Chinese Communist Party for more than 2100 days and was sentenced to 20 years in February this year.
祁福德 said Hong Kong authorities had rehearsed an SOP for what to do if Jimmy Lai died in prison.
U.S. President Trump has conveyed a message to Xi Jinping on 3 occasions over the past year calling for Jimmy Lai’s release.
Pastor Jin Mingri，who was detained in China，was released in August and successfully traveled to the U.S. to reunite with his family.
During Jimmy Lai’s time outside his cell in prison，officials use a metal frame to hold up a waterproof covering around him to prevent him from being seen or photographed.
Jimmy Lai’s wife，李韻琴，is allowed visits of only half an hour a week，and other relatives are barred from visiting him in prison.
Jimmy Lai has diabetes and has developed health problems including heat rash while held at Stanley Prison without air conditioning or heating.
Taiwan’s cable TV industry was once an underground business！The government’s cable-cutting crackdown could not stop it，and many people don’t know its history
Published ・ Source Taiwan | 風傳媒
This article explores how Taiwan’s cable TV industry went from illegal underground operations to legalization in 1993，covering the era of the three terrestrial TV stations，the development of community antenna systems and underground cable TV，and the key turning points of government cable-cutting crackdowns and eventual legislation.
Facts
Taiwan Television，Taiwan’s first commercial TV station，officially began broadcasting on October 10，1962.
Community antenna systems began appearing in Fengbin Township，Hualien County，in 1969 to improve reception.
In 1983，the Government Information Office convened a coordination meeting to discuss forming a cable-cutting task force to crack down on underground cable TV.
In 1991，the Taiwan Provincial Government Information Office joined police in a large-scale crackdown on underground cable TV and cut a large number of cables.
The Cable Television Act was promulgated on August 11，1993，opening the way for the legalization of cable TV.
Original1993年共有610家業者取得第四台臨時登記證。
Companies mentioned：台灣電視公司、中國電視公司、中華電視台、風生活、STORM MEDIA
Shen Po-yang claims his 78-year-old grandfather fought at Guningtou？Online users mock him for「going to war at 1」 Fact-check reveals the truth：The original poster was him
The original Threads post was published on October 18，2026，and described the poster’s grandfather watching a Shen Po-yang livestream and putting campaign materials on the door.
On October 19，2026，posts on PTT’s HatePolitics board，中時新聞網 and Facebook correctly described the story as「a member of the public claiming」or「a Threads user saying」，and did not attribute it to Shen Po-yang.
MyGoPen concluded that the viral version directly attributed an online user’s story to Shen Po-yang and then accused him of fabricating it，confusing who made the statement and constituting misleading information.
What is the rush for prosecutors？ Wu Chun-li taken away despite hospitalization for myocarditis and awaiting surgery；judicial credibility faces renewed scrutiny at a sensitive pre-election moment
Published ・ Source Taiwan | 風傳媒
Former Taitung County Magistrate Wu Chun-li was hospitalized with myocarditis. After prosecutors succeeded in an appeal seeking a new detention hearing，they forcibly took him from 高雄榮民總醫院 back to Taitung. The move sparked debate over judicial proportionality and medical safety，with critics questioning why prosecutors imposed a coercive measure without considering the risk to the patient’s life.
Facts
Former Taitung County Magistrate Wu Chun-li，hospitalized with myocarditis and awaiting surgery，was taken by prosecutors and investigators from 高雄榮民總醫院 back to Taitung.
Wu Chun-li was originally granted bail of 500萬元 by the court，but after prosecutors won their appeal，a new detention hearing had to be held.
Wu Chun-li’s legal team said he had received the court’s permission to take leave and had planned to attend the hearing by video.
Prosecutors did not say they opposed a video hearing until the hearing was underway. Wu Chun-li then agreed to request leave from the hospital and appear in person.
Wu Chun-li’s legal team questioned why prosecutors took him from the hospital without first obtaining a professional assessment and approval from his medical team on whether he could leave.
Wu Chun-li previously served as Taitung County Magistrate and is a political figure.
Prosecutors and investigators carried out the operation to take him back at around 8 p.m. that night.
Tsai Kang-yung's appearance at Shen Po-yang's campaign rally sparks controversy! His Weibo account with 36 million followers is wiped; the Mainland Affairs Council responds
Published ・ Source Taiwan | 風傳媒
Host Tsai Kang-yung sparked controversy by attending the opening of Shen Po-yang's campaign headquarters. His Weibo account was wiped, and the Mainland Affairs Council urged the Chinese Communist Party to stop cross-border coercion. Chinese actor Zhang Linghe's application to hold a fan meeting in Taiwan was rejected over political considerations.
Facts
Host Tsai Kang-yung sparked controversy by attending the opening of the campaign headquarters of Shen Po-yang, the DPP's Taipei mayoral candidate.
Tsai Kang-yung's Weibo account with 36 million followers is wiped
Original蔡康永表示希望兩岸友好，從未支持台獨
Mainland Affairs Council Chairman Chiu Chui-cheng urged the Chinese Communist Party to stop cross-border repression and coercive operations against Taiwan.
Chinese actor Zhang Linghe's application to hold a fan meeting in Taiwan was rejected by the Mainland Affairs Council.
U.S.-Israeli forces have completed preparations for another round of bombing; these three countries rush to Tehran to urge Iran's authorities to make concessions
Published ・ Source Taiwan | 風傳媒
On Oct. 26, delegations from Saudi Arabia, Turkey and Pakistan rushed to Tehran to meet senior Iranian officials, seeking to prevent U.S.-Israeli military strikes and ease regional tensions. Although all sides agreed to continue dialogue, Iran refused to make concessions on the nuclear issue. With the U.S. military on high alert, the risk of a major war in the Middle East remains extremely high.
Facts
Senior officials from Saudi Arabia, Turkey and Pakistan traveled to Tehran on Oct. 26 for closed-door talks with Iran.
The three countries signed the Mecca Mutual Defense Treaty in August this year, establishing a collective defense mechanism.
Qatar's mediation team proposed a five-day phased framework that includes reopening the Strait of Hormuz and lifting the blockade.
Iran has raised its uranium enrichment level to 60%, far above the standard for civilian nuclear power.
According to CNN, U.S. forces could launch a large-scale strike within 96 hours of receiving an order from Trump.
The Saudi-led multinational coalition announced a new round of airstrikes against Houthi military facilities in Yemen.
Egypt's parliament has formally authorized the deployment of troops to help defend Saudi Arabia against Houthi attacks.
Beppu and Hakone lose out! Japan's top ten hot springs for 2026: the number-one pick boasts romantic wooden streets and snow-filled nights straight out of a fairy tale
Published ・ Source Taiwan | 風傳媒
網路溫度計DailyView released its 2026 ranking of Japan's top ten popular hot springs. Ginzan Onsen, which took the top spot last year, has drawn attention as rankings shift this year. The list includes well-known hot spring destinations such as Kusatsu, Kurokawa and Noboribetsu, and offers visitors ideas for an autumn or winter getaway.
Facts
網路溫度計DailyView released its 2026 ranking of Japan's top ten hot spring destinations using KEYPO大數據關鍵引擎.
Ginzan Onsen ranked first among Japan's top ten hot spring destinations in 2025, with 62,501 online mentions.
The water at Kusatsu Onsen has a pH of about 1.7 to 2.1, giving it an exceptionally strong germicidal effect.
Kurokawa Onsen received a two-star recommendation in the 2009 edition of the Michelin Green Guide.
Noboribetsu Onsen features as many as 9 types of spring water, including sulfur and salt springs, earning it the nickname department store of hot springs.
Today's top stories (10/27)! 10 hidden benefits for high-speed rail passengers aged 65／Nine-in-one election ballot numbers announced: what numbers did Chiang Wan-an, Shen Po-yang and Su Chiao-hui draw?／Latest in the Lake Kawaguchi murder case: husband suspected of insurance fraud detained
People who are Republic of China nationals and are at least 65 on the day of travel can buy half-price senior tickets on 台灣高鐵, valid for standard, non-reserved and business-class seats.
Taiwan's 2026 nine-in-one local elections will take place on Nov. 28. Ballot-number draws for the 21 counties and cities other than Kinmen, originally scheduled for the same day, were postponed to Oct. 27 because of Typhoon Tsanbi.
Shen Po-yang, the DPP candidate in Taipei's nine-in-one election, drew No. 3, while KMT candidate Chiang Wan-an drew No. 5.
A 38-year-old Taiwanese woman, Jing Yunrong, was found dead in a hotel room at Japan's Lake Kawaguchi. Her husband, surnamed Li, was detained and denied visits on suspicion of joint murder and attempted fraud.
Registration for the 116 GSAT begins today! Only 1 subject is considered by 207 programs for application admission; a look at Math A and Math B requirements and key dates
Ballot numbers announced for New Taipei mayoral election! Su Chiao-hui draws No. 1; Lai Ching-te says she will lead from the front and win by a landslide
Published ・ Source Taiwan | 風傳媒
DPP New Taipei mayoral candidate Su Chiao-hui attended the Taishan Grand Worship ceremony with President Lai Ching-te on Nov. 27. Her campaign spokesperson Ma Hengheng Yijiang drew ballot No. 1 on her behalf. Lai shouted, Lead from the front, while Su said she would give her all in the remaining 32 days and presented policy proposals including light rail construction and a cultural corridor.
Facts
Su Chiao-hui drew ballot No. 1 in the New Taipei mayoral election.
President Lai Ching-te showed his support for Su Chiao-hui at the Taishan Grand Worship event.
Su Chiao-hui's campaign spokesperson, Ma Hengheng Yijiang, drew her ballot number on her behalf.
There are just 32 days left until the election.
More than 2000 people signed up online within two hours for the Night of Vigilance event.
Su Chiao-hui hopes to push forward the Wutai and Taiban light rail projects.
This year marks the 150th anniversary of the founding of Lower Taishan Temple.
Why do Taiwanese product barcodes all start with 471? Thinking that means they were made in Taiwan is wrong! Many people don't know what it really means
Published ・ Source Taiwan | 風傳媒
This article clarifies that the 471 prefix on Taiwanese product barcodes is not a country-of-origin code, but a numbering range assigned to GS1 Taiwan. The Food and Drug Administration says barcodes are not necessarily linked to a product's origin, and consumers should rely on the country-of-origin label on the packaging.
Facts
471 is the prefix assigned by the international GS1 organization to Taiwan's coding agency; it does not indicate where a product was made.
After obtaining GS1 product codes, Taiwanese companies may still use barcodes beginning with 471 even when they outsource manufacturing to factories overseas.
The 13-digit identifier commonly used in retail product barcodes is called GTIN-13. Its final check digit is calculated using a fixed formula based on the preceding 12 digits.
Standard retail product barcodes do not contain price information; prices are stored in retailers' computer databases.
Under Article 28 of the Act Governing Food Safety and Sanitation, food labels must not be false, exaggerated or likely to mislead.
Global debate》Iran has no oil left to sell! Its offshore stocks are depleted; analysts say U.S. maximum pressure is really working!
Published ・ Source Taiwan | 風傳媒
Research firm Kpler said Iran's offshore oil reserves were depleted in mid-October. U.S. officials and analysts confirmed that sanctions are working, leaving Iran's economy facing inflation and shortages as oil revenue falls.
Facts
By mid-October, Iran's offshore oil reserves had been completely depleted.
Brad Cooper, commander of the 美國中央司令部, said the United States had made Iran pay a devastating price.
Iman Nasseri, an analyst at energy consultancy FGE NexantECA, confirmed that U.S. sanctions have begun to take effect.
Iran has raised billions of dollars in emergency funds by selling crude oil from tankers anchored in Asian waters.
Iran is facing runaway inflation and widespread shortages of goods.
KMT or DPP? Which party will win more than half of the counties and cities in the 2026 local elections? Latest poll reveals a surprising result
Published ・ Source Taiwan | 風傳媒
The Taiwan People's Mind Survey, designed by Dai Li-an, reveals public sentiment ahead of the 2026 county and city mayoral elections: 38.1% expect the DPP to win more than half, while 43.4% favor DPP rule, reflecting the overall strength of the two major parties and public expectations.
Facts
Taiwan’s 2026 nine-in-one local elections will be held on Nov. 28.
38.1% of respondents believe the Democratic Progressive Party will win in at least 11 counties and cities.
28.7% of respondents believe the Kuomintang will win in at least 11 counties and cities.
43.4% of respondents want their county or city to be governed by the Democratic Progressive Party for the next 4 years.
27.1% of respondents want their county or city to be governed by the Kuomintang for the next 4 years.
The survey successfully completed interviews with 1,075 people.
The survey’s margin of sampling error is ±3.0% at a 95% confidence level.
微軟’s massive layoffs to fund power-hungry AI send shares higher; 60,000 employees affected, with Xbox hit hardest
Published ・ Source Taiwan | 風傳媒
微軟 announced a voluntary departure program for about 60,000 employees worldwide, aiming to restructure its workforce in response to mounting cost pressures from a surge in AI infrastructure spending. Although departments including Xbox were hit hard, the move received a positive response from the market, and the stock hit a record high.
Facts
微軟 announced a voluntary departure program for about 60,000 employees worldwide, representing 27% of its total workforce.
微軟 has about 223,000 full-time employees worldwide.
微軟 shares hit a record high on Oct. 26, rising about 1%.
Original微軟早在今年5月曾規劃向美國境內約8750名員工提供自願離職選項。
In July this year, 微軟 announced 4,800 job cuts, including a large number of Xbox employees.
Global technology companies are expected to invest more than $700 billion in data centers this year.
In October 2025, 微軟 introduced a new AI digital avatar named “Mico” for its Copilot virtual assistant.
南亞科 shares surge more than 8%! Local institutional investors raise their target price again, see next year’s EPS reaching NT$128; can the memory rally continue?
Published ・ Source Taiwan | 風傳媒
Driven by a surge in shares of South Korean semiconductor giant SK海力士 and reports of a large-scale shareholder returns plan, Taiwan-listed memory stocks rallied across the board, with 南亞科 shares jumping more than 8% at one point. Local institutional investors are bullish on tight DRAM supply and demand, forecasting 南亞科’s 2027 EPS at up to NT$128 and assigning it a Buy rating and a NT$570 target price.
Facts
Shares of 南亞科（2408）surged more than 8.4% at one point today, reaching a high of NT$449.
SK海力士 may issue a special dividend estimated at 16 trillion won.
Local institutional investors forecast that 南亞科’s 2027 earnings per share (EPS) could reach NT$128.01.
Local institutional investors assigned 南亞科 a “Buy” rating, with a target price of NT$570.
Investment trusts have been net sellers of 南亞科 for 8 consecutive trading days, with cumulative net sales of 16,479 lots.
Local institutional investors forecast that 南亞科’s quarterly EPS for the fourth quarter could reach NT$28.42.
南亞科 General Manager Li Peiying said AI-related applications already account for more than 20% of the company’s revenue.
Is the “ocean current” like a volunteer army of Ko fans? Ko Wen-je comments on Shen Po-yang’s poll numbers; Tsai Pi-ju compares it with the 2014 Taipei race: There is indeed a spillover effect
Published ・ Source Taiwan | 風傳媒
With Shen Po-yang leading in polls for the 2026 Taipei mayoral race, Ko Wen-je criticized the election for being overly packaged. Former legislator Tsai Pi-ju, an adviser to Chiang Chi-chen, said the “ocean current effect” could spill over, but differed from the Ko fan phenomenon in 2014. She stressed that buzz does not equal votes, and that the outcome depends on voters’ choices and the Democratic Progressive Party’s resources.
Facts
Ko Wen-je says the 2026 Taipei mayoral election is overpackaged
Tsai Pi-ju appointed chief adviser to Chiang Chi-chen’s campaign team
A poll by Dai Li-an shows Shen Po-yang well ahead
Tsai Pi-ju says public attention and crowds lining up do not equal votes
The 2014 Ko Wen-je phenomenon took place against the backdrop of the Sunflower Student Movement and the Hung Chung-chiu incident
What is the rush in the investigation? Wu Chun-li taken away despite hospitalization for myocarditis and awaiting surgery; judicial credibility faces renewed scrutiny at a sensitive moment before the election
Published ・ Source Taiwan | 風傳媒
Taitung investigators are probing an alleged illegal benefit case involving an access farm road to 東映渡假村. Former Taitung County Magistrate Wu Chun-li was hospitalized with myocarditis but was forcibly taken back to Taitung for a detention hearing. The prosecution’s successful appeal against his release on bail has triggered procedural controversy. His legal team questioned the disregard for medical risks and the principle of proportionality, as public attention focuses on balancing judicial credibility and human rights protections.
Facts
Former Taitung County Magistrate Wu Chun-li, who is suspected of an illegal benefit case, was initially granted bail of NT$5 million by the court.
The prosecution successfully appealed the bail ruling, requiring a new detention hearing.
Wu Chun-li is hospitalized for treatment of myocarditis and is reportedly still awaiting surgery.
Investigators took Wu Chun-li back to Taitung from 高雄榮民總醫院.
Wu Chun-li’s legal team said prosecutors took the patient away without first obtaining an assessment from the medical team.
Taiwan’s Food and Drug Administration under the Ministry of Health and Welfare announced on Oct. 27, 2026, that 6 batches of imported food had failed inspection, including strawberries from Japan, mangoes from Thailand and lettuce from Vietnam. They were intercepted and destroyed because of excessive pesticide residues or heavy metals.
Facts
Japanese strawberries imported by 東和水果有限公司 tested positive for 2.3 ppm of the pesticide acetamiprid, exceeding the legal limit of 1.0 ppm by 2.3 times.
Thai pickled mangoes imported by 泰坤國際貿易有限公司 tested positive for 0.13 g/kg of sulfur dioxide, above the legal limit of 0.10 g/kg, an excess of 30%.
Head lettuce from Vietnam imported by 春菘有限公司 tested positive for 0.02 ppm of the pesticide cyantraniliprole and failed inspection because the pesticide is not permitted to be detected in head lettuce.
Black peppercorns from Malaysia imported by 好之味國際貿易有限公司 tested positive for 0.09 ppm of the pesticide azoxystrobin, exceeding the legal limit of 0.05 ppm by 80%.
Sea urchin from Vietnam imported by 永鈞有限公司 tested positive for 0.8 mg/kg of cadmium, exceeding the legal limit of 0.3 mg/kg by about 2.67 times.
Frozen white shrimp from Japan imported by 焱然國際有限公司 tested positive for 2.1 mg/kg of cadmium, exceeding the legal limit of 0.5 mg/kg by 4.2 times.
Car towed away, yet owner receives a speeding ticket! Police rush to cancel ticket; key reason revealed
Published ・ Source Taiwan | 風傳媒
A manual review error by the Miaoli County Police Bureau led to a speeding ticket issued when a broken-down vehicle was being towed being mistakenly sent to its owner. Police admitted the error and canceled the ticket, then issued one to the tow truck that actually committed the violation. The officers involved also face administrative discipline.
Facts
A car owner in Miaoli County had his sedan towed after it broke down, but later received a speeding ticket stating an average speed of 73 kilometers per hour, 13 kilometers per hour over the limit.
Lin Hung-ming, deputy head of the traffic division of the Miaoli County Police Bureau, said an officer made an error during backend review and data entry, mistakenly recording the license plate of the broken-down sedan on the tow truck’s flatbed as the plate of the offending vehicle.
Police canceled the erroneous ticket, issued a new one to the tow truck that was actually speeding, and apologized to the affected car owner.
Under Article 9 of the Road Traffic Management and Penalty Act, anyone who disagrees with the alleged violation stated in a notice of a road traffic violation must submit their views to the penalty authority within 30 days of receiving the notice.
Police will impose appropriate administrative discipline on the officers involved and use the case as a training example.
International focus》How did a student protest turn into a nationwide riot? 8 charts reveal France’s dire fiscal predicament
Published ・ Source Taiwan | 風傳媒
France has been hit by severe unrest, with hundreds of thousands protesting rising prices. Years of government subsidies have led to a fiscal crisis, pension spending accounts for more than 11% of the budget, and debt is high.
Facts
The most serious unrest in years has swept France, with hundreds of thousands taking to the streets to protest the rising cost of living.
More than 11% of the French central government’s budget goes toward pension payments.
Data on annual CPI changes in the U.S., U.K., Germany and France from 2022 to 2026. Source: 國際貨幣基金
華爾街日報 broke down France’s fiscal troubles in 8 charts。
French families are finding that they have to pay for the government’s misguided policies。
HSR 1 free service is going away！E.SUN、Taishin and 7 other banks pull the plug，with service ending at year-end and no longer available from 2027
Published ・ Source Taiwan | 風傳媒
E.SUN、Taishin and 7 other banks announced that their HSR business-class upgrade offers will end at the end of 2026，citing 台灣高鐵’s changes to its partnership policies。
Facts
Business-class upgrade offers for HSR trips from 7 banks，including E.SUN、Taishin、SinoPac、First Bank、Hua Nan、上海商銀 and 彰化銀行，will end on Dec. 31，2026。
2026 credit card business-class upgrade plans include free upgrades，upgrades for an additional 450 yuan，and discounts using reward points or miles。
台灣高鐵 has not yet publicly explained the specific reasons for the partnership policy changes。
Plastic surgeon Hsueh Jung-hua wrote on Threads that the small joy of getting an upgrade on the HSR is about to become a thing of the past。
玉山銀行 announced that the offer is ending in response to 台灣高鐵’s changes to its partnership policies。
It’s not Cathay Life or 新光人壽！Taiwan’s most profitable life insurer “made 2.6 billion yuan in a single month，” while profits at 6 major life insurers plunged 77%—here’s why
Published ・ Source Taiwan | 風傳媒
Monthly profits at Taiwan’s 6 major life insurers fell seven-tenths to 9.071 billion yuan in September 2026，hit by U.S. Treasury yields。However，combined profits for the first 9 months reached 229.801 billion yuan，with 富邦人壽 ranking first。
Facts
The 6 major life insurers in Taiwan posted combined after-tax profits of 9.071 billion yuan in September 2026，down 30.849 billion yuan from 39.920 billion yuan in August，a month-over-month drop of about 77.3%。
In the September 2026 monthly profit rankings，南山人壽 came first with 2.680 billion yuan，新光人壽 ranked second with 1.870 billion yuan，and 國泰人壽 ranked third with 1.760 billion yuan。
For cumulative profits in the first 9 months of 2026，富邦人壽 ranked first with 65.85 billion yuan，while 國泰人壽 ranked second with 60.17 billion yuan。The two companies’ combined cumulative profits accounted for more than half of the total for the 6 companies。
The main reason profits at Taiwan’s 6 major life insurers fell in September was rising U.S. Treasury yields，which led to unrealized valuation losses on bonds classified as FVTPL。
As of the end of September 2026，富邦人壽 had more than 161 billion yuan in foreign exchange fluctuation reserves，while 國泰人壽 had 142.5 billion yuan。
Could China’s “involution” crisis drag down the world？謝金河 names 3 industries at risk：this country will be the biggest victim
Published ・ Source Taiwan | 風傳媒
財訊傳媒 Chairman 謝金河 analyzed the problem of industrial involution in China，saying that a real estate collapse and weak domestic demand are forcing companies to ramp up exports，hitting markets in Europe and the U.S.。Meanwhile，subsidies are shifting to AI，sending electric vehicle stocks tumbling，while comments on technology have sparked panic in the memory chip industry。The world faces the risk of deflation。
Facts
旺旺 shares fell from HK$13.1 to HK$2.675，reflecting signs that China is moving toward deflation。
長鑫存儲 General Manager Cao Kanyu unveiled its self-developed 4F-squared technology，sparking panic in the memory chip industry。
寧德時代’s A-share price fell from 692 yuan to 216.51 yuan，while its H-share price fell from HK$794.5 to HK$325。
比亞迪 shares stood at HK$477.8 before a one-for-three split and are now worth just HK$67.3。
智譜 shares fell from HK$2,980 to HK$444.8，while Minimax shares fell from HK$1,320 to HK$155.2。
A celebration for 徐佳青’s birthday at an O.C.A.C. dinner sparks controversy！卓榮泰 says “public funds weren’t spent on individuals”：government actions should avoid misunderstandings
Published ・ Source Taiwan | 風傳媒
After former O.C.A.C. Minister 徐佳青 resigned，a farewell dinner she attended drew controversy over a birthday celebration。Premier 卓榮泰 said public funds had not been spent on an individual，but called for government actions to be clearer to avoid misunderstandings。
Facts
徐佳青，who faced allegations of abuse of power and related controversies，held a sudden news conference on the morning of the 7th and announced her immediate resignation as O.C.A.C. minister。
At the farewell dinner 徐佳青 attended after resigning，a send-off and birthday celebration were held for her。She spent more than half an hour on stage，received a birthday bouquet and sang。
Premier 卓榮泰 said no public funds were spent on an individual for the event，but called on the O.C.A.C. to make its administrative actions clearer in the future。
卓榮泰 said that after the Overseas Compatriot Affairs Council meeting ended，the premier，the Legislative Yuan president and the O.C.A.C. each hosted dinners for the overseas compatriot affairs commissioners；the farewell dinner was for the commissioners。
Taiwan stocks turn lower，but 緯穎 is still up 5%！U.S. investment bank’s price target revealed as it sees 4 growth drivers for AI servers
Published ・ Source Taiwan | 風傳媒
緯穎 shares rose against the market after a U.S. investment bank raised its price target，and the company posted record September revenue。The bank sees future growth driven by AI server demand and capital spending by cloud providers。
Facts
緯穎 reported consolidated revenue of 172.62 billion yuan in September，a record monthly high，up 19.6% month over month and 99.99% year over year。
A U.S. investment bank raised its price target for 緯穎 from 3,777 yuan to 4,000 yuan，maintaining its “Buy” rating。
緯穎’s fourth-quarter revenue is forecast to rise more than 60% year over year and 8% quarter over quarter。
Capital spending by major U.S. cloud providers is expected to grow 84%，52% and 13% year over year from 2026 to 2028，reaching $1.39 trillion in 2028。
Older adults，don’t forget to claim your money！The Ministry of Labor sends 8,000 yuan directly to your account each month for life if you qualify；here’s how to apply
Published ・ Source Taiwan | 風傳媒
The Executive Yuan plans to raise the farmers’ pension to 10,000 yuan，but amendments are behind schedule and its budget allocation has drawn questions。The current amount remains 8,110 yuan。
Facts
The current full farmers’ pension payment is 8,110 yuan per month，and the half payment is 4,055 yuan。
The Executive Yuan proposed an amendment in 2026 that would raise the full monthly allowance to 10,000 yuan。
The Legislative Yuan Budget Center questioned the Executive Yuan’s allocation of an additional budget of 6.453 billion yuan before the amendment was completed，saying it may not comply with the Budget Act。
Those applying for the first time from 2013 onward must pass an income and asset eligibility review：income must be below 500,000 yuan and the combined value of real estate must be below 5 million yuan。
In principle，the farmers’ pension is adjusted every 4 years based on the growth rate of the consumer price index（CPI）。
Latest on Taiwanese woman’s killing near Lake Kawaguchi！Newlywed husband suspected of insurance fraud and murder conspiracy detained；she once said she “wouldn’t live to the end of the year”
Published ・ Source Taiwan | 風傳媒
The Tainan District Prosecutors Office is investigating the killing of Jing Yunrong in Japan and confirmed that her newlywed husband，identified by his surname Li，is suspected of a sham marriage and taking out a high-value insurance policy before encouraging her to travel alone。He has been detained on suspicion of joint murder and fraud。A woman traveling with her，Yang Minhan，was arrested with a knife，and the case points to murder for insurance money。
Facts
Jing Yunrong，a 38-year-old Taiwanese woman，was killed on the 19th in a hotel room in Fujikawaguchiko，Yamanashi Prefecture，Japan。
The Tainan District Prosecutors Office confirmed that Ms. Jing’s husband，identified by his surname Li and whom she had married not long before，is suspected of joint murder and attempted fraud。A court ordered him detained and barred from receiving visitors on the 26th。
Prosecutors’ preliminary assessment is that Mr. Li is suspected of entering into a sham marriage with Ms. Jing，encouraging her to travel to Japan alone and taking out a high-value insurance policy for her。
Jing Yunrong fell onto the tracks in an incident involving a passenger on Taiwan High Speed Rail train 612 on Sept. 21。The next day，she said she was afraid she would be killed and “wouldn’t live to the end of the year”。
The 27-year-old Taiwanese woman Yang Minhan, who was with the same group, was arrested at the scene while holding a kitchen knife. Japanese authorities said she bought the knife on the night she arrived in Japan.
Citing concerns that his identity might be exposed, Li demanded that Ms. Jing sign 4 promissory notes totaling 14.75 million yuan.
Dai Lian’s latest Taiwan public opinion survey, released in October 2026, showed President Lai Ching-te’s approval rating rising slightly to 52.2%. It also revealed favorability rankings for major political figures, with former President Tsai Ing-wen topping the list at 61.7%. In the Taipei mayoral race, DPP candidate Shen Po-yang had a markedly higher favorability rating than KMT candidate Chiang Wan-an.
Facts
President Lai Ching-te’s approval rating was 52.2% in October 2026, up 0.8 percentage points from the previous survey.
Taipei mayoral candidate Shen Po-yang had a favorability rating of 47.8%, higher than Chiang Wan-an’s 36.9%, a gap of 10.9 percentage points.
畢肯市場研究公司 conducted the poll by telephone, with a sample of 1075 people.
KMT Chairwoman Cheng Li-wun had a favorability rating of 15.5%, while Legislative Speaker Han Kuo-yu’s was 35.0%.
Dad dies, eldest brother takes condolence money and demands 570,000 in funeral expenses! Younger siblings take him to court; verdict delivered.
Published ・ Source Taiwan | 風傳媒
The Taiwan High Court Taichung Branch ruled in a dispute among the Ma siblings over their father’s funeral expenses and the allocation of condolence money, clarifying that condolence money is not part of an estate and defining the scope of reimbursable expenses paid upfront.
Facts
The Ma siblings’ father died on April 30, 2013. Funeral expenses totaled 834,940 yuan, including a 570,000-yuan ceremonial service fee paid by the eldest brother, Ma Gaolin, by check.
The court said condolence money given at a funeral is not part of the deceased’s estate, but a gift from a third party to its recipient, who takes ownership of it.
Because their father’s estate had already been divided and no reimbursement was sought, the eldest brother could recover only the one-fifth share of the funeral expenses for which their mother was responsible, or 114,000 yuan, from her estate.
The court found that the eldest brother had indeed paid 895,823 yuan for necessary funeral expenses for their mother and allowed him to recover that amount from her estate.
Under Article 1150 of the Civil Code, expenses for estate administration, division and execution of a will are generally paid from the estate; necessary funeral expenses also fall under this category of inheritance expenses.
Tech buzz: A global shortage! Want to buy the 蘋果 foldable iPhone Duo? Order now and wait at least three months.
Published ・ Source Taiwan | 風傳媒
After its launch, the 蘋果 foldable phone iPhone Duo is facing tight global supply. Online orders in the United States take an average of 92 days to ship, far longer than for other models. 華爾街日報 reported that the supply chain was not ready, while 蘋果 said it was working to speed up deliveries.
Facts
Data company Navi found that customers in the United States who order an iPhone Duo from 蘋果’s online store must wait an average of 92 days for it to ship.
The iPhone Duo’s shipping delays are far longer than those for the iPhone 18 Pro series, iPhone 17 and iPhone 16 series.
華爾街日報 found in an investigation that the iPhone Duo’s supply chain was simply not ready.
蘋果 said in a statement that it was working to get the iPhone Duo to customers as soon as possible.
Since its launch, the iPhone Duo has been facing tight global supply.
Lai Ching-te and Lu Shiow-yen lose out! Political figures’ favorability ratings revealed in latest poll: She gets 61.7% support, while Chiang Wan-an plunges 10.9% in 2 months.
Published ・ Source Taiwan | 風傳媒
The Taiwan Public Opinion Survey planned by Dai Lian released its October 2026 results, with Tsai Ing-wen topping the favorability rankings at 61.7%. Chiang Wan-an’s rating plunged 10.9% in 2 months, while Cheng Li-wun’s fell to 15.5%, reflecting declining support for the KMT.
Facts
Tsai Ing-wen had a favorability rating of 61.7% in the latest poll, up 1.6 percentage points from August.
Chiang Wan-an’s nationwide favorability rating was 36.9%, down 10.9 percentage points in 2 months.
KMT Chairwoman Cheng Li-wun’s favorability rating fell to 15.5%, down 4.3 percentage points from August.
Shen Po-yang was included in the survey for the first time and received a favorability rating of 47.8%.
The poll was planned by Dai Lian and conducted by 畢肯市場研究公司, with fieldwork from October 20 to 22, 2026.
Verbal clash with Han Kuo-yu! Slammed for not countersigning bill, accused of making democracy “kidney-deficient”; Cho Jung-tai fires back: “If you’re born with deficiencies, you need supplements.”
Published ・ Source Taiwan | 風傳媒
KMT Legislative Speaker Han Kuo-yu criticized the Executive Yuan for not countersigning a bill, saying it left democracy “kidney-deficient.” Premier Cho Jung-tai hit back, urging the Legislative Yuan to discuss the matter in accordance with the spirit of the Constitution. The two clashed verbally over constitutional procedures.
Facts
Han Kuo-yu criticized the premier on the 25th for not countersigning a bill, saying it left Taiwan’s democracy “kidney-deficient,” while campaigning for Hsu Yuan-jung.
Cho Jung-tai went to the Legislative Yuan on the morning of the 27th to report on the preparation of the 116-year central government general budget.
Cho Jung-tai retorted that if someone is born with poor conditions, they need to make up for them later with other supplements.
Han Kuo-yu likened Taiwan’s democracy to a 70-year-old person with poor kidney function who needs to take Liu Wei Di Huang Wan.
Cho Jung-tai stressed that mutual respect between the executive and legislative branches is essential to safeguarding democracy.
Tsai Kang-yung apologizes, says “I never supported Taiwan independence”; MAC says it won’t let Beijing’s election interference succeed.
Published ・ Source Taiwan | 風傳媒
Tsai Kang-yung issued a statement distancing himself from Taiwan independence after China criticized him for attending a campaign event for Shen Po-yang. Mainland Affairs Council Minister Chiu Chui-cheng responded forcefully, calling on the Chinese Communist Party to stop transnational repression and election interference. He reiterated that Taiwan’s mainstream public opinion rejects rule by the Chinese Communist Party and criticized Hung Hsiu-chu’s remarks as denigrating the country.
Facts
Tsai Kang-yung posted on Weibo late on October 25, saying, “I have never supported Taiwan independence,” and apologized.
Mainland Affairs Council Minister Chiu Chui-cheng called on the Chinese Communist Party not to engage in transnational repression or election interference targeting Taiwan.
The Mainland Affairs Council said members of the public reported mainland Chinese actor Zhang Linghe for making remarks that diminish and seek to eliminate the country’s sovereignty.
A Mainland Affairs Council poll last week found that more than 88% of respondents rejected being ruled by the Chinese Communist Party.
Chiu Chui-cheng stressed that the Republic of China is a sovereign, independent country and that it is not subordinate to the People’s Republic of China.
Government cash—remember to claim it! “Up to 300 yuan per person” before 10/31; people across Taiwan can get it. See how to claim and the eligibility requirements.
Published ・ Source Taiwan | 風傳媒
The Taipei and New Taipei city governments launched a cross-city sports promotion in October 2026. By checking in on the “My New Taipei City” app and accumulating U-Sport workout visits, participants can receive benefits worth up to 300 yuan. The initiative aims to encourage regular exercise and promote exchanges between sports venues in the two cities.
Facts
The Taipei and New Taipei city governments jointly launched the “Sports Without Limits, Boundless Cross-City Fun” program, running from October 1 to 31, 2026.
Eligible people across Taiwan can receive a 100-yuan sports voucher free of charge, with a limit of 1 per person, while supplies last.
Taipei residents who have verified their U-Sport membership and accumulate at least 12 workouts in October can receive up to 200 U-Coin in additional rewards.
The program brings together 9 sports centers in Taipei and 16 in New Taipei, for a total of 25 participating venues.
The 100-yuan Taipei-New Taipei sports center voucher can be used toward fees for designated facilities, such as swimming pools and gyms, according to the participating venue’s rules.
Taipei U-Sport members who use a cross-city sports pass to enter and exercise at any of the 16 participating public sports centers in New Taipei can receive an additional 5 U points.
Advanced membership identity verification is reviewed manually and takes about 3 to 5 business days.
Can a campaign speech break the spiral of silence? Chiang Wan-an vows not to change his “image” and takes a swipe at Shen Po-yang; scholar offers “current-based checks and balances” strategy.
Published ・ Source Taiwan | 風傳媒
Chiang Wan-an held his campaign headquarters inauguration on the 26th, stressing that he would keep his established “image” unchanged while taking an apparent swipe at his opponent Shen Po-yang as a flip-flopper. Scholar Niu Tse-hsun recommended using the image of “bricks” to launch a battle to defend the capital and counterbalance his opponent’s online momentum.
Facts
Chiang Wan-an held his campaign headquarters inauguration with 1 month remaining in the 2026 county and city elections.
Niu Tse-hsun recommended that Chiang Wan-an use “bricks” as the theme for a “City Defenders Movement.”
Niu Tse-hsun identified 4 key strategies in Chiang Wan-an’s speech, including breaking the spiral-of-silence effect.
Legislative Speaker Han Kuo-yu and Taichung Mayor Lu Shiow-yen attended Chiang Wan-an’s campaign headquarters inauguration.
Is it time to buy the dip? AI financing chains emerge as a new source of risk; 高盛 sells a net US$20 billion in tech stocks over 2 weeks.
Published ・ Source Taiwan | 鉅亨網
Global tech stocks have recently faced an unusually concentrated sell-off. 高盛 data show net selling of about US$20 billion in the TMT sector, with AI financing chains emerging as a new source of risk and market panic concentrated in tech stocks.
Facts
高盛 data show cumulative net selling of about US$20 billion in the TMT sector over the past 2 weeks.
Debt financing for AI infrastructure has exceeded US$500 billion.
Financing costs for hyperscale cloud service providers have risen by about 120 basis points from earlier levels.
高盛 risk appetite indicator falls to its lowest level since April 2025
Become an AI shareholder with NT$10,000! Schroders and LINE Bank open pre-orders for first actively managed Taiwan stock ETF 00419A, with subscriptions opening Nov. 2
The Schroder AI Technology Taiwan Equity Active ETF Fund has an issue price of NT$10 per beneficial unit and a minimum subscription amount of NT$10,000.
The Schroder AI Technology Taiwan Equity Active ETF Fund has partnered with LINE Bank to offer pre-orders and subscriptions starting today.
The Schroder AI Technology Taiwan Equity Active ETF Fund charges an annual management fee of 0.80% and an annual custody fee of 0.04%, and has a risk-return rating of RR5.
The Schroder AI Technology Taiwan Equity Active ETF Fund plans to distribute dividends quarterly (in March, June, September and December) and has an income equalization mechanism.
輝達's market capitalization has topped $5 trillion. As earnings growth outpaces its share price, its forward P/E has fallen to 18 times, an 11% discount to the S&P 500. Despite market concerns about slower AI capital spending and financing pressures on emerging cloud providers, Wall Street analysts maintain a unanimous Buy rating, with an average price target of $343, citing its long-term growth potential.
Facts
輝達's market capitalization has topped $5 trillion, but its forward P/E has fallen to 18 times, an 11% discount to the average for S&P 500 constituents.
Capital spending by 微軟, 亞馬遜, Alphabet, Meta, 甲骨文 and SpaceX is expected to total $930 billion this year.
輝達 has a unanimous Buy rating and an average price target of $343, according to ratings from 29 analysts tracked by Benzinga.
Cantor Fitzgerald analyst C.J. Muse believes that 輝達's forecast for calendar-year 2027 revenue growth of more than 70% may be quite conservative.
As of Friday's close, 輝達 traded at an 11% discount to the average valuation of S&P 500 constituents, the widest gap since April 2015.
Needham analyst N. Quinn Bolton reiterated a Buy rating on Oct. 22 and maintained a $300 price target.
Alphabet reports earnings this week: Can it avoid the share-price pressure facing Meta?
Published ・ Source Taiwan | 鉅亨網
Alphabet reports earnings this week and has several advantages compared with Meta, whose share price has come under pressure after its cash flow turned negative and it issued non-voting shares. Analysts say Google co-founder has moved out of California to avoid taxes, and scrutiny of its capital spending may have already peaked. Investors will turn their attention to Google Cloud growth, though Google still faces fierce competition in AI.
Focus Stocks: Strong AI demand leaves indium phosphide shortage difficult to resolve in the near term; 聯亞 surges nearly half the daily limit
Published ・ Source Taiwan | 鉅亨網
AI demand is driving demand for optical modules, and 聯亞's share price has surged amid an indium phosphide shortage. Revenue grew sharply in the first 3 quarters.
Facts
聯亞 (3081-TW) shares surged as much as 9.47% intraday, reaching NT$2,600.
The shortfall in indium phosphide substrates and epitaxial wafers remains above 三成.
聯亞's consolidated revenue for the first 3 quarters of 2026 reached NT$3.687 billion, up 136.33% year over year.
Original聯亞董事會決議通過不超過新台幣22.7億元的設備投資案。
聯亞's 1.6T products have entered mass production, while development of 3.2T products is ongoing in discussions with customers.
新穎生醫 diagnostic product secures key self-pay code, expanding into mid-sized and large hospitals
Published ・ Source Taiwan | 鉅亨網
新穎生醫 (6810-TW) announced that its precision kidney function test, 遠腎佳DNlite, has obtained a self-pay code for regional hospitals and higher-level institutions. The move marks its expansion from primary care clinics into the mid-sized and large hospital market, establishing a basis for commercial fee collection.
Facts
新穎生醫 announced that its 遠腎佳DNlite has obtained a self-pay code for regional hospitals and higher-level medical institutions.
新穎生醫 has expanded its product market positioning from primary care clinics to mid-sized and large hospitals.
As of the third quarter of this year, the number of institutions signed up to partner with 新穎生醫 for DNlite had grown by more than 6 tenths from the end of 2025.
Could the US-Canada trade war cool? Trump administration discusses steel and auto tariff relief, seeks deal before midterm elections
Published ・ Source Taiwan | 鉅亨網
The United States and Canada are negotiating tariff relief for steel and automobiles, with a deal potentially reached before the midterm elections. Talks focus on Section 232 tariffs and are being led by the U.S. commerce secretary, with the aim of repairing bilateral ties that deteriorated after negotiations collapsed in August.
Facts
The United States and Canada are negotiating an agreement to lower tariffs on Canadian steel and automobiles imported into the United States.
The United States imposes tariffs of up to 50% on Canadian steel and 25% on automobiles under Section 232 of the Trade Expansion Act.
U.S. and Canadian negotiators are discussing possible tariff relief, aiming to reach an agreement before the Nov. 3 midterm elections.
U.S. Commerce Secretary Lutnick is central to the negotiations and remains in contact with LeBlanc, Canada's minister responsible for U.S.-Canada trade affairs.
Trump previously announced that tariffs on imported Canadian steel and automobiles would rise to 50% starting Jan. 1, 2027.
Trump signed an executive order Friday eliminating 50% tariffs on some Canadian agricultural and forestry products.
Can 46,000 hold? AI perpetual-motion machine in crisis? Position for year-end or run for the exits?
Published ・ Source Taiwan | 鉅亨網
台積電 will raise CoWoS prices and foundry prices as demand for AI chips increases and equipment delivery times lengthen, with earnings expected to continue growing. Anthropic has filed for an IPO and secured major financing, prompting concerns about an AI bubble, but the odds of a reversal in 2027 are low. Investors should seize opportunities on pullbacks.
Facts
台積電 will raise CoWoS prices by 1 to 2 tenths, primarily because of increased demand for AI chips and longer equipment delivery times.
台積電 will raise overall foundry prices by 3-6% starting in January next year, with increases of up to 10% for process nodes of 7 nanometers and below.
Anthropic filed IPO registration documents with the U.S. SEC on Oct. 26 under the ticker “ANT,” with a valuation expected to range from $1.5 trillion to $2 trillion.
$1 million! With midterm elections approaching, Trump offers hefty reward for election-fraud tips
Published ・ Source Taiwan | 鉅亨網
U.S. President Trump announced a $1 million reward for tips about election fraud ahead of the midterm elections scheduled for Nov. 3. The White House did not disclose the source of the funds or other details, in a move reflecting Trump's ongoing doubts about election integrity.
Facts
U.S. President Trump wrote on social media on the 26th that anyone who reports election fraud and helps secure a conviction will receive a $1 million reward.
The White House spokesperson provided no further details about the program, advising media only to refer to Trump's post.
The U.S. midterm elections are scheduled for Nov. 3.
Trump has claimed that “massive fraud” was responsible for his failed 2020 bid for reelection as president.
Trump cited mail-in voting as one reason for his 2020 election defeat.
Is the U.S. stock-market correction nearing its end? 摩根士丹利: “3 key variables” could drive the S&P 500 to 8,000 by year-end
Published ・ Source Taiwan | 鉅亨網
摩根士丹利 analyst Michael Wilson said the stock-market correction that began in June is nearing its end. He expects concerns about AI, the midterm elections and changes in Federal Reserve liquidity to help the market bottom, with the S&P 500 potentially reaching 8,000 by year-end.
Facts
摩根士丹利 analyst Michael Wilson said the bearish stock-market correction has entered its final stage and forecast that the S&P 500 could reach 8,000 by year-end.
Since the market cycle shifted, about 60% of Russell 3000 constituents have seen their share prices fall by more than 20%, with the semiconductor industry hit hardest.
Over the next 3 to 4 weeks, investor concerns about AI-related issues may come to the fore, including returns on capital, the cost and availability of funding, security issues and NIMBY effects。
Historical data show that the S&P 500 has gained an average of about 17% in the 12 months after midterm elections。
Fed Chair Warsh has slowed the pace of balance-sheet expansion by about half, and U.S. financial conditions have tightened significantly, to a degree comparable to 2018。
Taiwan’s export orders rose 62.4% year over year in September, marking 20 consecutive months of growth。
Original台積電第三季EPS高達29.43元，先進製程與先進封裝仍是AI產業核心。
Foreign investors sold a net 81.656 billion yuan in a single day, while the 3 major institutional investors sold a combined net total of more than 100 billion yuan。
Musk said that digital superintelligence alone could increase the output of goods and services on Earth by 20% to 30%, equivalent to adding about $30 trillion in annual output。
Musk theorized that if embodied intelligence became widespread and space resources were harnessed, the Earth’s economy could grow to 1 million times its current size。
Musk believes modern money largely reflects humans’ ability to obtain scarce goods, resources and labor。
The physical metrics Musk cited include power, measured in watts, and mass, measured in tons, as the basis for measuring the future economy。
In the first quarter of 2026, the share of home purchases by buyers under 40 in Taipei’s Wanhua District rose 4.2 percentage points year over year, the largest increase in the city。
In the first quarter of 2026, the share of home purchases by buyers under 40 in New Taipei’s Xinzhuang District rose 3.6 percentage points year over year, the largest increase in the city。
In the first quarter of 2026, young buyers accounted for the highest share of transactions in Taipei’s Neihu District, at 12.5%。
In the first quarter of 2026, young buyers accounted for the highest share of transactions in New Taipei’s Banqiao District, at 14.5%, up 2.1 percentage points from a year earlier。
Xinzhuang District continues to attract new residents, benefiting from development in redevelopment zones such as the Xinzhuang Sub-city Center and Wenzaizun, as well as an expanding metro network。
Banqiao District is just one bridge away from Taipei and is connected to the city center by a quick ride on the Bannan Line。
〈Stock Focus〉Robotics theme sparks rally！Hiwin and Hiwin Mikrosystem surge to limit-up on strong orders, shine at JIMTOF
Published ・ Source Taiwan | 鉅亨網
The summary of this item is not shown
Facts
上銀科技(2049-TW) and 大銀微系統(4576-TW) jointly exhibited at JIMTOF 2026 and reported strong orders
大銀微系統 briefly hit the daily limit-up during trading at 223.5 yuan
This year’s JIMTOF exhibition focuses on advanced manufacturing technologies, including robotics integration, additive manufacturing, AI, automation and sensing
The rally in U.S. Treasuries that began in mid-October has stalled, with the 10-year Treasury yield temporarily hovering below 5%。
Since the U.S. launched its first attack on Iran in late February, the 10-year Treasury yield has climbed by more than 100 basis points, reaching a more than 20-year high earlier this month。
The MOVE index, which measures volatility in the U.S. Treasury market, has risen about 50% over the past 2 months to around 104.38。
Markets expect the Fed to leave its benchmark interest rate range unchanged at 3.75% to 4.00%。
Over the past 1 month, funds have shifted markedly into defensive sectors such as utilities, consumer staples and health care, while moving out of 2 technology-related sectors。
Companies mentioned：《巴隆週刊》、凱投宏觀、Freedom Capital Markets、ING、美國銀行
Bitcoin struggles near $80,000 ahead of Fed decision and tech earnings
Published ・ Source Taiwan | 鉅亨網
Bitcoin fell below the $80,000 mark amid the Fed decision and technology earnings, with market divisions deepening and significant outflows. Technical support levels face a severe test。
Facts
Bitcoin fell to an intraday low of $79,330 on Monday, nearing its lowest level since mid-September。
U.S. spot Bitcoin ETFs saw net outflows of $635.6 million on the 22nd, their largest single-day outflow since June。
Meta has raised its 2026 capital expenditure forecast to $135 billion–$145 billion。
Original芝商所FedWatch數據顯示約91%看好Fed本次利率決議按兵不動。
Liquidations across the crypto market totaled $154 million in 24 hours, including $118 million in long positions。
The Coinbase Bitcoin Premium Index has been negative for 33 consecutive days, reflecting continued weakness in U.S. spot buying。
Myriad data show the probability of Bitcoin falling to $77,500 by month-end has risen to 43%。
SpaceX Is Not Anthropic’s Biggest Partner! Who Ranks First? A Look at Near-Trillion-Dollar Deals
Published ・ Source Taiwan | 鉅亨網
Anthropic filed an S-1 on the 26th, disclosing computing contracts worth nearly $1 trillion with companies including Broadcom and SpaceX. Broadcom ranked first at $161.2 billion, highlighting the AI industry’s deep reliance on infrastructure.
Facts
Anthropic signed a 5-year master equipment lease with Broadcom worth $161.2 billion. It cannot be canceled unless a breach occurs.
The contract between Anthropic and SpaceX is worth $120.5 billion, requires monthly payments of $3.1 billion and runs through 2029.
Anthropic plans to pay $125 billion to $150 billion to several other companies, including for purchases of Google TPUs, from 2028 to 2031.
The infrastructure services contract between Anthropic and Google is worth $114.5 billion and can be canceled only if Google commits a material breach and fails to remedy it.
The infrastructure services contract between Anthropic and Microsoft is worth $44.9 billion and runs through May 2033. It cannot be canceled except in the event of a material breach or failure to deliver a batch.
Attention, 8 million investors! OTC Center and TDCC join forces to launch an “OTC Center” section on 集保e手掌握, with listing and material-announcement alerts
銘福集團 Teams Up With Malaysia’s Naza Group on Vehicle Recycling and Reuse, With the Philippines Next
Published ・ Source Taiwan | 鉅亨網
銘福集團, through its subsidiary 銘福開發, signed an MOU with Naza Enviro控股, part of 馬來西亞Naza集團, to explore establishing a joint venture for vehicle and battery recycling at an environmental park in Malaysia, with plans to expand into the Philippine market.
Facts
金聯成, a subsidiary of 銘福集團, signed a memorandum of understanding (MOU) through 銘福開發 with Naza Enviro控股, part of 馬來西亞Naza集團.
The parties will cooperate by establishing a joint-venture holding company.
The project will cover the processing of end-of-life vehicles, followed by lead-acid and lithium battery processing.
The cooperation project is expected to require 9 months for approval.
The partnership is expected to expand further into Southeast Asian markets, including the Philippines.
銘福集團 has more than 30 companies, including 金聯成.
The partnership will be based at an environmental industry park in Malaysia.
Ukraine Extends “Martial Law” by 90 Days to the End of January! Russia Says Resuming Trilateral Talks Does Not Restrict Military Operations
Published ・ Source Taiwan | 鉅亨網
During the Russia-Ukraine war, Ukraine extended martial law through the end of January 2027, while Russia maintained that it would continue its military strikes. Although the sides agreed to a local ceasefire in Kherson and planned to resume trilateral talks in November, they remain deeply divided on core issues such as territorial control and security guarantees, leaving the prospects for a comprehensive ceasefire unclear.
Facts
Kremlin spokesman Dmitry Peskov said Russian forces would continue large-scale, sustained strikes on Ukraine’s military-industrial complex and military and paramilitary targets.
Moscow said the ceasefire arrangement in Oleshky, in the Kherson region, could serve as a precedent for similar agreements in other areas of the special military operation.
Technical-level working talks between Russia, the United States and Ukraine are planned for early November in Abu Dhabi.
Zelenskyy said a halt to mutual attacks on energy infrastructure could serve as an indicator of whether Russia intends to end the war.
The sides confirmed last Friday that they would suspend local hostilities in Oleshky, in the Kherson region, starting October 27.
Latest Poll 7 Days Before the Election! Democrats Maintain Lead as Trump’s Approval Rebounds—Can a Million-Dollar “Reward” Save Republicans?
Published ・ Source Taiwan | 鉅亨網
Polls on the eve of the U.S. midterm elections show Democrats in the lead, while Trump’s approval rating has rebounded to 32%. Trump announced a million-dollar reward to encourage reports of fraud, sparking debate over election integrity. The White House has not explained where the money would come from.
In the generic congressional ballot, 47% of registered voters said they would support Democrats, while 36% backed Republicans.
Trump promised a $1 million reward to anyone who reports election fraud and helps secure the arrest and conviction of those responsible.
Some 73% of voters say the cost of living is “moving in the wrong direction,” while oil prices have risen since Trump ordered military action against Iran.
The White House has not explained the source of funding or implementation details for the “reward” Trump announced, as federal spending in the United States requires congressional authorization.
Fed Whisperer: Inflation Is Heating Up, but There’s No Rush to Hike Rates—Why Will the Central Bank Stand Pat?
Published ・ Source Taiwan | 鉅亨網
The Federal Reserve is expected to hold interest rates steady at its policy meeting this week despite rising inflation data. Officials are standing pat amid volatility in Treasury yields and internal divisions over the pace of tightening, with markets shifting their focus to expectations for a December rate hike.
Facts
The Federal Reserve’s federal funds target range currently stands at 3.75% to 4.00%.
The U.S. Consumer Price Index (CPI) rose 3.7% year over year in September.
The U.S. Producer Price Index (PPI) rose 1.3% month over month in September.
The U.S. unemployment rate was 4.2% in September.
The U.S. 10-year Treasury yield once reached a high of more than 5.3%, its highest level in 24 years.
After the Federal Reserve raised rates by 25 basis points in September, the 10-year Treasury yield quickly topped 5%.
Dallas Fed President Lorie Logan believes the Federal Reserve needs to raise rates by at least 50 basis points more.
Taiwan Stocks Open Higher After 4-Day Holiday, Soaring More Than 500 Points as 台積電 and 鴻海 Lead Gains; Memory and Robotics Stocks Rise
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks opened on the 27th after a 4-day holiday, gaining more than 500 points early on, buoyed by gains on U.S. markets and led by 台積電 and 鴻海. Memory and robotics stocks also advanced, but gains narrowed as the market encountered resistance at the 5-day moving average. Early trading volume was estimated at NT$1.08 trillion.
Facts
Taiwan stocks gained more than 500 points early in the session before retreating as they encountered resistance at the 5-day moving average.
南亞科 (2408-TW) shares rose about 7.79%.
盟立 (2464-TW) shares rose about 9.94% to NT$177 for the time being.
台達電 (2308-TW) shares fell about 2.72%.
聯電 (2303-TW) shares fell about 1.39%, failing to join gains among peers.
Early trading volume was estimated at NT$1.08 trillion.
Trump’s Approval Rebounds to 32% but Remains Near a Record Low! U.S. Midterm Poll: Democrats Lead Republicans by 11 Percentage Points
Published ・ Source Taiwan | 鉅亨網
The latest Reuters-Ipsos poll shows Trump’s approval rating edging up to 32% ahead of the U.S. midterm elections, but Democrats maintain a double-digit lead in congressional races.
Facts
Trump’s approval rating rebounds to 32%.
Democrats lead Republicans by 11 percentage points in congressional races.
73% of voters say the cost of living is moving in the wrong direction.
Democratic voters are more enthusiastic about voting than Republican voters
國產 Group promotes “carbon competitive advantage”; its 國宇 ALC and 惠普 target low-carbon construction opportunities
Published ・ Source Taiwan | 鉅亨網
國產 Group is promoting low-carbon building materials. Its subsidiary 國宇建材 showcased an ALC wall system that cuts carbon emissions by 77.6% and offers high sound insulation, while 惠普 has raised the share of new-build orders to 六成 through smart upgrades, with overall operating performance ahead of the same period last year.
Facts
國宇建材 ALC lightweight blocks used as partition walls cut carbon emissions by 77.6% compared with red-brick walls
國宇 ALC high-insulation composite walls offer sound insulation of up to 63 decibels
國宇 ALC lightweight wall systems can be installed about 40% faster than with traditional methods
惠普 has raised the share of orders for new construction projects to 六成
惠普 recorded consolidated revenue of 5.47億元 in the first 2 quarters of 2026
惠普 reduced annual carbon emissions from its production lines by about 兩成
SpaceX and 特斯拉 plan to build an “AI Berkshire Hathaway”! US media cite 三 major challenges: a nightmare for shareholders
Published ・ Source Taiwan | 鉅亨網
SpaceX and 特斯拉 plan to merge and build an AI version of Berkshire Hathaway. The move has received a positive market response and boosted their combined market value, but analysts say they face 三 major financial challenges: diluted earnings, pressure from high valuations, and a severe cash-flow shortfall, posing a high risk to SpaceX shareholders.
Facts
SpaceX and 特斯拉 have formed an independent special committee to explore a merger deal.
After the news was announced, 特斯拉 shares rose 3.4% and SpaceX shares rose 7.8%, adding a combined $1,550億 to their market value.
At a 30% acquisition premium, SpaceX would have to pay $1.98兆 and issue 92% more shares.
特斯拉 posted net income of only $32.8億 over the past 4 quarters.
SpaceX had negative free cash flow of $150億 in the first 9 months of this year.
The 2 companies’ combined capital expenditure could reach $500億 in the fourth quarter.
特斯拉 currently has a price-to-earnings ratio of 633.
泰合 faces patent lawsuit from US drugmakers over oral antithrombotic film; continues advancing product launch and global commercialization
Published ・ Source Taiwan | 鉅亨網
泰合 has been sued for BEQIA drug patents by US pharmaceutical companies BMS and Pfizer. The company has begun its legal response and is continuing to advance commercialization of the product in the US market.
Facts
US pharmaceutical companies Bristol Myers Squibb (BMS) and Pfizer have filed a patent infringement lawsuit in Delaware against 泰合 over its new drug BEQIA (TAH3311).
泰合 received notice of the lawsuit on Oct. 24.
泰合’s oral antithrombotic film drug BEQIA (TAH3311) has entered substantive review by the US FDA.
BEQIA’s new drug application (NDA) was resubmitted to the US FDA on June 19 this year.
The FDA’s target review completion date (PDUFA Goal Date) for BEQIA is April 22 next year.
【株式会社大和コンピューター】Securities Report—50th Fiscal Year (2025/08/01–2026/07/31)
Published ・ Source Japan | EDINET 金融庁開示
株式会社大和コンピューター filed its securities report for the fiscal year ended July 2026. Revenue edged up, but ordinary profit fell sharply, and net profit also declined. Its financial position remains stable, with the equity ratio holding at 86.7%.
[Arson] [Fire at 大盤大五金百貨員林店 on the 26th at 20:18 on Section 2, Yuanji Road, Yuanlin City, Changhua County; extinguished, no casualties]
Published ・ Source Taiwan | 內政部消防署
A fire broke out at 大盤大五金百貨員林店 in Yuanlin City, Changhua County. Firefighters were dispatched and extinguished it; there were no casualties. The fire was caused by a child setting off firecrackers.
Facts
The fire department dispatched 8 vehicles and 21 personnel
[Residential fire] [Fire at a home on Lane 83, Yong'ai Road, Su'ao Township, Yilan County, on the 26th at 21:42; extinguished, no casualties]
Published ・ Source Taiwan | 內政部消防署
A residential fire broke out on Lane 83, Yong'ai Road, Su'ao Township, Yilan County, on the 26th at 21:42. The fire department dispatched 9 vehicles and 25 personnel to extinguish it; there were no casualties.
莊凱勛 and 楊貴媚 win Golden Bell best actor and actress; The World Between Us 2 wins drama program award [In-house news]
Published ・ Source Taiwan | 公視新聞
At the 61st Golden Bell Awards, 忘了我記得, directed by 劉若英, swept 6 awards. 莊凱勛 won best actor for 都市開基祖榮, 楊貴媚 won best actress for 我們與惡的距離2, and 公視’s 我們與惡的距離2 won the drama program award.
House fire in Yilan; firefighters extinguish blaze in 1 hour, with no injuries
Published ・ Source Taiwan | 公視新聞
A fire broke out at a townhouse in an alley off Yong'ai Road in Su'ao, Yilan, on the evening of the 26th, and spread to a neighbor’s home. The fire department dispatched 10 vehicles and 25 personnel and extinguished the blaze within 1 hour, with no casualties. Police arrested a 39-year-old man in a nearby park on suspicion of arson following an argument. The cause of the fire remains under investigation.