群益金鼎證券 said that people under 30 have accounted for nearly 40% of its new customers in recent years.
The latest statistics from 證交所 show that the Taiwan stock market has a total of 14.76 million brokerage accounts.
Monthly regular investment in the Taiwan stock market set a record of more than NT$36.5 billion, remaining above NT$36 billion for 4 consecutive months.
群益金鼎證券 has launched a "Smart Adjust Up or Down" feature that lets investors set rules with one click to adjust their stock investment amounts.
"Smart Adjust Up or Down" uses the monthly, quarterly, half-year or annual average share price as a benchmark and automatically adjusts the amount when preset conditions are met.
Meta's $98 billion financing plan draws strong institutional demand! Its $25 billion share offering is 5 times oversubscribed, with more than half allocated to long-term investors
Published ・ Source Taiwan | 鉅亨網
Meta launched a $98 billion equity financing, including $25 billion in common shares that were 5 times oversubscribed. All proceeds will go toward AI infrastructure and personal superintelligence research, reflecting confidence in the company's AI strategy.
Facts
Meta announces $98 billion equity financing plan
The $25 billion common stock offering attracted subscription demand about 5 times the size of the offering
The common stock offering was priced at $625 per share
All proceeds will be used to build AI infrastructure and develop personal superintelligence technology
The 15 largest investors by allocation collectively received about 70% of the shares issued
The transaction was underwritten by 摩根士丹利 and 高盛
Meta has launched a personal AI agent called Muse and an AI model called Muse Wonder
Is computing power no longer AI's next battleground? 00877 targets optical communications and CPO, with a one-year return topping 126%—is it still worth buying?
Published ・ Source Taiwan | 鉅亨網
The AI computing race is shifting into a bandwidth race, putting optical communications in the spotlight. The 00877 ETF has shifted its holdings toward AI optical interconnects, with its one-year return surging past 126%, though volatility remains high.
Facts
The growing scale of AI models is pushing traditional copper cables up against bottlenecks in latency, power consumption and heat dissipation, driving a shift from copper to optical connections.
The holdings of the 00877 Fuh Hwa China 5G Communications ETF span the AI hardware supply chain, including the three leading optical communications companies 新易盛, 中際旭創 and 天孚通信.
The 00877 ETF's one-year return at one point topped 126%.
The 00877 ETF is heavily focused on AI hardware and Chinese tech stocks, resulting in considerable volatility.
AI optical communications, silicon photonics and CPO technologies, which offer low latency and high bandwidth, are gaining momentum rapidly.
According to The Information, OpenAI is interested in buying Google AI chips to expand its computing capacity, deepening a relationship that is both competitive and cooperative. The move shows OpenAI is pursuing multiple strategies, including using Google Cloud and developing custom chips.
Facts
OpenAI is interested in buying Google's artificial intelligence (AI) chips.
OpenAI will offer its leading AI models through Google Cloud.
亞馬遜, 微軟 and Google's parent company Alphabet plan to invest as much as $600 billion in AI infrastructure this year.
OpenAI began renting Google's AI chips in June last year.
Alphabet expects to begin recognizing a small portion of revenue from TPU sales agreements before the end of this year.
The vast majority of revenue from TPU sales agreements is scheduled to be recognized in 2027.
OpenAI unveiled its first custom AI chip, co-designed with 博通, in June this year.
Rally triggers trading halts for 2 straight days! South Korean stocks surge more than 6% in morning trading, boosted by SK海力士's "blowout" results and its $75 billion shareholder return plan
Published ・ Source Taiwan | 鉅亨網
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Facts
SK海力士 said it plans to return about 100 trillion won to shareholders in fiscal 2026, including at least 30 trillion won in cash dividends and at least 60 trillion won in share buybacks and cancellations.
SK海力士 has signed long-term supply agreements with 14 major customers, securing more than 50% of its total capacity for 2027 and 2028.
SK海力士 expects the memory chip supply shortage to continue through 2030.
Record-breaking outside donations pour into U.S. congressional midterm elections
Published ・ Source Taiwan | 鉅亨網
Agence France-Presse reported that, on the eve of voting in the U.S. midterm elections, 5 outside groups spent more than $1 billion, setting a record. Most of the money went to Republican super PACs backed by major donors including Musk.
Facts
5 outside groups have poured more than $1 billion into the U.S. midterm elections
These 5 super PACs account for nearly one-third of nonparty spending in this election cycle
Musk has contributed nearly $450 million to Republican groups
The limit on an individual's donations to an official candidate campaign account is $3,500
The limit on an individual's donations to a national party committee is $44,300
〈Yang Chin-long testifies before Legislative Yuan〉 Reiterates that foreign exchange markets follow the “willow theory” to prevent excessive volatility
Published ・ Source Taiwan | 鉅亨網
Central bank Governor Yang Chin-long testified before the Legislative Yuan's Finance Committee, reiterating that the foreign exchange market follows the “willow theory” to allow exchange rates to fluctuate moderately. He also stressed that there is no “Yang Chin-long line” and said foreign capital outflows are a normal supply-and-demand phenomenon.
Facts
Central Bank Governor Yang Chin-long testified before the Legislative Yuan's Finance Committee on the 28th.
Yang Chin-long reiterated that the central bank follows the “willow theory” to allow exchange rates to fluctuate moderately, saying he can sleep soundly.
Yang Chin-long again stressed that there is no Yang Chin-long line.
Yang Chin-long said the high-tech sector is an industry in which Taiwan has a stronger comparative advantage.
Yang Chin-long said Taiwan has a large excess of savings and an ample pool of funds.
達運光電 and U.S. firm launch mobile dual-use manufacturing center, positioning for Asia-Pacific defense logistics supply chain
Published ・ Source Taiwan | 鉅亨網
達運光電 has launched a mobile manufacturing center integrating 3D printing and drone technologies and become Markforged's master distributor in Vietnam, vying for defense business in the Asia-Pacific region.
Facts
達運光電 announced the launch of a “mobile dual-use manufacturing center,” integrating U.S. firm Markforged's industrial-grade 3D printing technology with its own defense technology.
達運光電 has officially become Markforged's master distributor in Vietnam (Master Distributor).
達運光電's revenue for September 2026 reached NT$128 million, up 19.91% year over year.
Markforged equipment has been adopted by the U.S. Army, Navy and Marine Corps.
Taiwan's government has begun consultations on the draft Special Act on Indigenous Defense Unmanned Vehicle Procurement, announcing a large-scale procurement plan.
〈Stock focus〉仁寶 signs MOU with ARC Cloud to accelerate large-scale AI infrastructure push; shares rise, aiming to hold above the quarterly moving average
Published ・ Source Taiwan | 鉅亨網
仁寶 and ARC Cloud have signed an MOU to deepen cooperation on large-scale AI computing infrastructure, with a potential scale of up to 100MW. The parties are coordinating system configurations and data center deployments to expand the supply of AI computing resources.
Facts
仁寶 and ARC Cloud announced the signing of a memorandum of understanding (MOU) to deepen their cooperation in large-scale AI computing infrastructure
Data center construction opportunities with a potential scale of up to 100MW
仁寶 provides expertise in AI server manufacturing, rack integration and liquid cooling technology
ARC Cloud contributes infrastructure investment, strategic technology collaboration, and high-performance GPU cluster engineering and operational capabilities
仁寶 shares rose about 0.93% on the day of the partnership announcement, with trading volume exceeding 18,000 lots
PC shipments plunge more than 20%, worst Q3 in more than 20 years; can 英特爾 and AMD break through with servers and AI?
Published ・ Source Taiwan | 鉅亨網
The global PC market contracted by more than 20% in the third quarter, as rising memory prices dampened demand. 英特爾 and 超微 have been affected by weakness in PCs, but their server and AI businesses are strong; their third-quarter results will test the success of their transformation.
Facts
Global PC shipments fell about 20% to 22% year over year in the third quarter, marking the worst seasonal performance in more than 20 years.
Bernstein forecasts third-quarter revenue of $16.6 billion and earnings per share of $0.49 for 英特爾.
Taiwanese laptop contract manufacturers' shipments fell 24%, 38% and 20% year over year from July to September, respectively.
Wall Street currently expects 超微 to generate about $43 billion in AI GPU revenue in 2027.
〈E-commerce gears up for Double 11〉網家 taps 統一集團 resources to capture major domestic market opportunities
Published ・ Source Taiwan | 鉅亨網
網家's PChome 24h購物 has launched its Double 11 “1111 Super Savings, Super Fast Shopping” campaign, combining 統一集團's OPENPOINT points and rapid delivery service to offer up to 32% in rewards and target the domestic market, demonstrating the effectiveness of its OMO strategy.
Facts
PChome 24h購物, operated by 網家 (8044-TW), has launched its Double 11 “1111 Super Savings, Super Fast Shopping” promotion.
The campaign offers rewards of up to 32%.
PChome 24h購物 has integrated 統一集團's OPENPOINT points redemption service.
Consumers using OPENPOINT place nearly 3 times as many orders as nonusers.
Users of the “Pick Up on the Go” service place an average of 2.16 times as many orders as nonusers.
The share of Super Fast Delivery orders rose 89% year over year, with a fulfillment delivery rate of more than 95%.
Double 11 promotions mainly target traditional 3C categories, including AI devices, mobile phones, home appliances, beauty products and health products.
Calling for support for oil and electricity subsidies to stabilize prices! 龔明鑫 says CPI would have already topped 3% this year if energy price increases were fully passed on
Published ・ Source Taiwan | 鉅亨網
Minister of Economic Affairs 龔明鑫 explained that 中油 and 台電 have absorbed costs stemming from rising international energy prices to stabilize prices, while budget subsidies help maintain their financial health. If the increases were fully passed on, CPI would exceed 3%. 中油 has signed a long-term contract with Cheniere Energy and is actively diversifying its energy supplies.
Facts
As state-owned enterprises, 台電 and 中油 have the core mission of meeting domestic oil and electricity needs while shouldering the responsibility of caring for people's livelihoods and stabilizing prices.
If state-owned enterprises fully passed on increases in international energy prices, Taiwan's year-over-year CPI growth rate would exceed 3%.
For every 10% rise in international oil prices, fully passing on the increase domestically would add about 0.24 percentage points to Taiwan's CPI.
A 10% increase in electricity prices would raise CPI by about 0.27 percentage points.
WTI and Brent crude return to the $100 and $110 marks! WSJ: U.S. has informed several Gulf states, preparing for a major post-election attack on Iran
Published ・ Source Taiwan | 鉅亨網
The Wall Street Journal reported that the United States has notified Persian Gulf countries to prepare for possible military strikes against Iran after the election, sending oil prices surging to the $100/$110 marks. The U.S. military is accelerating air defense deployments and reinforcing its presence in the Middle East, while Iran has warned it would retaliate against civilian targets in the Persian Gulf, heightening geopolitical risks.
Facts
The United States has told several Persian Gulf countries to prepare for possible strikes against Iran after the election.
West Texas Intermediate and Brent crude prices topped $100 and $110, respectively.
The U.S. military can launch operations against Iran within 96 hours.
About 20 warships are already operating in the Middle East.
The IAEA director general said no activity had been detected indicating Iran was repairing or rebuilding nuclear facilities that had been attacked.
Iran warned that if it is attacked again, it will retaliate forcefully against economic and civilian targets in the Persian Gulf.
The United States is transporting a “Patriot” air defense system from Texas.
Uncertainty clouds prospects for forming an Israeli government! Exit polls show Netanyahu's bloc has not won a parliamentary majority
Published ・ Source Taiwan | 鉅亨網
Exit polls in Israel's 26th parliamentary election show that neither Prime Minister Netanyahu's bloc nor the opposition has secured a parliamentary majority. Turnout hit its highest level since 1999, reflecting voters' dissatisfaction with the current government's security policies. Prospects for forming a government remain uncertain, with official results expected to be announced on November 4.
Facts
Exit polls in Israel's 26th parliamentary election show Netanyahu's bloc has not won a parliamentary majority
Voter turnout in this election reached its highest level since 1999
Data from Israel's Central Elections Committee show turnout has reached 74.3%
Official election results are scheduled to be announced on November 4
Israel's parliament has 120 seats; at least 61 seats are needed for a majority
TrendForce: Capex by 9 major CSPs forecast to exceed $1.5 trillion next year; AI server output value to grow more than 90% year over year
Published ・ Source Taiwan | 鉅亨網
Research firm TrendForce released its latest report, forecasting that capital expenditure by the world's 9 largest cloud service providers (CSPs), driven by investment in AI infrastructure, will exceed $957 billion in 2026 and could top $1.5 trillion in 2027, fueling sharp growth in AI server output value.
Facts
Capital spending by the world’s nine cloud service providers (CSPs) is forecast to exceed US$957 billion in 2026，up 106% year over year。
Total capital spending by the nine CSPs could exceed US$1.5 trillion in 2027，a year-over-year increase of 60%。
AI server output value is expected to approach US$920 billion in 2027，up more than 90% year over year。
Global AI server shipments are forecast to grow 32.2% year over year in 2026。
AI server shipments could see year-over-year growth accelerate further to nearly 36% in 2027。
Global AI server output value will reach US$479 billion in 2026，nearly 75% of the value of the overall server market。
Global server output value is set to exceed US$1 trillion for the first time in 2027。
Data compiled by real estate agencies show that detached houses accounted for 14.9% of mortgage applications in the first half of the year，a record low，while elevator-equipped apartment buildings rose to a record high of 67.9%。中信房屋 Deputy Manager Chuang Szu-min said the trend reflects changes in housing affordability，residential amenities and family structures，and advised homebuyers to choose based on their own needs。
Facts
As of the first half of this year，detached houses accounted for 14.9% of mortgage applications nationwide，a record low。
Elevator-equipped apartment buildings accounted for 67.9% of mortgage applications in the first half of this year，a record high。
Compared with the first half of 2017，the share of mortgage applications for elevator-equipped apartment buildings rose by about 16.6 percentage points over the past decade。
Chuang Szu-min，deputy manager of 中信房屋’s research and development office，said the decline in mortgage applications for detached houses is related to housing affordability and residential amenities。
Homebuyers choosing elevator-equipped apartment buildings should consider factors including the quality of community management，maintenance of common facilities and management fees。
iPhone Duo in trouble？Innovation need not be perfect，but 蘋果 may have rushed this one
Published ・ Source Taiwan | 鉅亨網
蘋果’s iPhone Duo has faced a tepid market response since launch and reports of inner-screen cracking。Its production yield is just 60%，and quality-control standards were reportedly lowered。蘋果 has acknowledged the issue and is offering replacements，but the cause remains unclear。Media outlets have criticized the product as unfinished and called for improvements to the hinge，user experience and pricing in the next generation。
Facts
The iPhone Duo officially went on sale on the 23rd。The launch at the Guangzhou Tianhuan Apple Store was quiet，and scalpers’ enthusiasm quickly faded。
Reports of inner-screen cracking emerged after the iPhone Duo went on sale，with damage concentrated near the hinge。
iFixit speculated that the iPhone Duo screen failure may be related to the hinge structure，possibly because a support rod failed to retract or the rail exerted pressure。
A 富士康 employee said the initial assembly yield for the iPhone Duo was just 60%，and that 蘋果 temporarily lowered its quality-control standards。
蘋果 confirmed on the 26th that it was aware of the screen issue and urged users to contact AppleCare for a replacement，but did not disclose the cause。
《雷科技》 criticized the iPhone Duo as clearly unfinished，saying the next generation should address hinge reliability，rework the user experience and lower the price。
台灣自來水公司 is carrying out emergency repairs after a construction site damaged a pipe and caused a leak in Taishan District，New Taipei City。Yiren Village is affected by the water outage。
台灣自來水公司 issued a water-supply outage update for Zhongmiao and Qingmiao villages in Miaoli City，Miaoli County。Repairs are being made to a pipeline at No. 2，Lane 433，Zhongzheng Road。The outage period is from 11:05 to 14:00 on October 28，2026。
台灣自來水公司 issued a water-outage alert for Beigang and Nangang villages in Dayuan District，Taoyuan City。Repairs are being made to a leak at the intersection of Xucuo Gang Road and Gongsi Road。The affected period is from 11:21 to 17:00 on October 28，2026。
台灣自來水公司 issued a water-outage alert for Yiren Village in Taishan District and Litai and Liji villages in Xinzhuang District，New Taipei City。The cause is an emergency repair of a faulty flow meter in the Xinhua community。
台灣自來水公司 issued a water-outage alert affecting several villages in East District，Hsinchu City，including Xiangong and Guangming villages。The effective period is from 11:17 to 15:30 on October 28，2026。
台電 is carrying out an electricity service-line project，causing a brief water outage at the Qingshan booster station and affecting some villages in Guishan District，Taoyuan City，as well as Taishan and Xinzhuang districts in New Taipei City。
台灣自來水公司 said 台電’s electricity service-line project will require a two-stage power outage at the Qingshan booster station，resulting in a brief water outage that will affect some villages in Guishan District，Taoyuan City，and Taishan and Xinzhuang districts in New Taipei City。
台灣自來水公司 issued a water-outage alert for Wulin Village in Renwu District，Kaohsiung City。Emergency repairs are underway at the intersection of Renlin Road and Renfa 1st Road。The affected period is from 10:43 to 15:00 on October 28，2026。
Strong Wind Advisory for Land Areas (Yellow Alert)（Pingtung County，Miaoli County，Taoyuan City，Lienchiang County，Yunlin County，Hsinchu City，Hsinchu County，Changhua County，Taichung City，Taitung County，Penghu County）
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a Strong Wind Advisory for Land Areas (Yellow Alert)，saying that from the morning through the evening of the 28th，some areas of Taoyuan City，Hsinchu City，Hsinchu County，Miaoli County，Taichung City，Changhua County，Yunlin County，Pingtung County，Taitung County，Penghu County and Lienchiang County may experience average winds of force 6 or above or gusts of force 8 or above。The public was urged to take care outdoors。
台灣自來水公司 issued a water-outage alert for several villages in Fengyuan District，Taichung City。Emergency repairs are underway after a pipe burst at No. 43，Tong’an Street。The affected period is from 10:29 to 14:30 on October 28，2026。
台灣自來水公司 will suspend water service in Gangxi and Gangdong villages, Kouhu Township, Yunlin County, for pipeline replacement work on Zhongzheng Road, Kouhu Township.
台灣自來水公司 issued an update on the water outage in Guanhe and Guanshun villages, Yizhu Township, Chiayi County. The outage is due to emergency repairs to a leaking pipeline connection and will last from 2026年10月28日10:03 to 15:00.
台灣自來水公司 issued a water outage notice for Yuandong Village, Yuanli Township, Miaoli County, due to emergency repairs to faulty water supply equipment. The outage will last from 2026年10月28日10:19 to 14:00.
Huoshan Reservoir (discharge to Beigang River): Free Overflow (Yunlin County, Chiayi County)
Published ・ Source Taiwan | 國家災害防救科技中心
水利署 issued an updated notice on free overflow from Hushan Reservoir into Beigang River, affecting multiple towns and cities in Yunlin County and Chiayi County. Residents along the river are urged to be careful and stay away from the riverbed.
台灣自來水公司 is carrying out fire hydrant installation and emergency repair work in Ji'an Township, Hualien County, resulting in a water outage in the area.
Major fire incident alert (Hsinchu City, Hsinchu County)
Published ・ Source Taiwan | 國家災害防救科技中心
內政部消防署 issued a major fire alert for a factory and warehouse on Chuangxin 1st Road, Baoshan Township, Hsinchu County, urging the public to stay away from the warning area and not to gather and watch.
台灣自來水公司 issued a water outage update for emergency repairs to a leak at No. 118-1, Fengcun, affecting Guoqiang and Guoqing villages in Hualien City, Hualien County.
An emergency repair is needed for a leak in a 100mmPVCP pipe at No. 45-1, Hecheng Road, Bade District. Water service will be suspended in Dafa Village, Bade District, Taoyuan City.
台灣自來水公司 will carry out a water outage connection project for new installation work by 洪舜建設有限公司 in Yixing Section, Shuishang Township, Chiayi County. Users are advised to store water and turn off power to their pumps.
台灣自來水公司 is undertaking fire hydrant installation work in Kouhu Township in 115年, resulting in a water outage for construction in Kouhu and Keliao villages, Kouhu Township, Yunlin County.
台灣自來水公司 is connecting new and old pipelines as part of the 114-115年度 Shenkou Plant pipeline network improvement project, affecting water service in Nanqiao Village, Yilan City, Yilan County.
台灣自來水公司 will suspend water service on 2026年10月28日 in Niumian, Shigang and Fuxing villages, Puli Township, Nantou County, for repairs to faulty electromechanical equipment.
台灣自來水公司 will carry out fire hydrant installation work in Yuanchang Township, Yunlin County, from 115年10月27日 to 11月2日. Water service will be suspended during the work.
台灣自來水公司 is undertaking fire hydrant installation work in Shuilin Township in 115年, resulting in water outages for construction in some villages in Kouhu and Shuilin townships, Yunlin County.
台灣自來水公司 will suspend water service on 2026年10月28日 in some villages in East District, Taichung City, for pipeline replacement work along the Jiancheng Road section.
台灣自來水公司 will suspend water service on 2026年10月28日 in Shanjiao, Sheling, Taitian and Jiushe villages, Yuanli Township, Miaoli County, to install flow meters as part of a district system project.
To improve water quality and strengthen supply stability, 台灣自來水公司 will replace pipeline equipment as part of the 114年度 metered pipeline network construction project in the Changhua and Hemei districts and other areas. Partial water service will be suspended along Changmei Road Sections 1 and 2.
【株式会社ベストワンドットコム】Securities Report—21st Fiscal Year (2025/08/01–2026/07/31)
Published ・ Source Japan | EDINET 金融庁開示
株式会社ベストワンドットコム filed its securities report for the fiscal year ended July 2026. Both sales and ordinary profit increased, and the company maintained a trend of profitability.
Novel drug-resistant Klebsiella pneumoniae found in Taiwan for the first time; study published in a US CDC journal - Global Bio & Investment Monthly
Published ・ Source Taiwan | 環球生技月刊
Research teams from 陽明交通大學 and 臺北榮民總醫院 have isolated Klebsiella pneumoniae with a novel drug-resistance mechanism from clinical patients in Taiwan for the first time. The findings were published in a journal affiliated with the US CDC.
國衛院 launches “Taiwan Cardio-Kidney-Liver Metabolic Alliance,” bringing together 11 medical associations to promote integrated chronic disease care - Global Bio & Investment Monthly
Published ・ Source Taiwan | 環球生技月刊
國衛院 launched the “Taiwan Cardio-Kidney-Liver Metabolic Alliance,” bringing together 11 medical associations and national biomedical resources to promote integrated care and early prevention for chronic diseases.
[School underground parking garage fire] [At 12:11 on the 27th, a fire broke out in the underground parking garage at 國立臺北大學三峽校區, No. 151, University Road, Sanxia District, New Taipei City; the fire was extinguished at 13:50, with no casualties] Initial/final report
Published ・ Source Taiwan | 內政部消防署
A fire broke out at 12:11 on the 27th in the underground parking garage at 國立臺北大學三峽校區 in Sanxia District, New Taipei City. It was extinguished at 13:50, with no casualties; 1 van was destroyed.
[Factory fire] [At 20:37 on the 27th, a fire broke out at the warehouse of 三順製衣公司 on Chenggong Road, Luzhu District, Kaohsiung City; the fire has been extinguished, with no casualties] Initial/final report
Published ・ Source Taiwan | 內政部消防署
A fire broke out at the warehouse of 三順製衣公司 in Luzhu District, Kaohsiung City. The fire department dispatched 23 vehicles and 73 personnel to extinguish it. There were no casualties, and the fire affected an area of approximately 400 square meters.