# AI News 180m Report｜2026-11-02 06:00–09:00 JST｜Page 2 of 2

One place for news and notices from 2 countries/regions: Japan, 78 items from 2 sources; Taiwan, 32 items from 4 sources.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Alaska Senate race name-confusion controversy: Trump administration lawsuit dismissed

- Published: 2026-11-02T06:19:54+09:00
- Source: Taiwan | 中央社 CNA
- Original: https://www.cna.com.tw/news/aopl/202611020005.aspx
- anchor: #n3699214

The Alaska Senate race has sparked controversy over a candidate with the same name, and the Trump administration filed a lawsuit seeking to block certification of the election results, but a federal judge dismissed it as impracticable.

Facts:
- If incumbent Republican Senator Dan S. Sullivan loses on the 3rd
- Peltola denies deliberately recruiting another Sullivan to run. (Compiled by 何宏儒) 1151102

## [Manga Review] To Walk with You in the Universe

- Published: 2026-11-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1365263
- anchor: #n3699454

Among the diverse range of manga genres today, this introduces a classic shonen manga work, a friendship story in which two polar opposites, a delinquent and a serious boy, struggle together.

## Spice curry and rice balls... a doctor's specialty dishes

- Published: 2026-11-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1363603
- anchor: #n3699453

In a series of articles about how often doctors cook and their recipes, this installment features spice curry and rice balls as doctors' proud recipes.

## [Manga] The key won't open! The "red car" commotion of a wealthy-family medical student

- Published: 2026-11-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1362802
- anchor: #n3699452

An introduction to a serialized feature that turns episodes submitted by current medical students and doctors into manga. It depicts a commotion over a classmate's car key that won't open.

## That on-call room was the worst...

- Published: 2026-11-02T00:00:00+09:00
- Source: Japan | m3.com
- Original: https://www.m3.com/lifestyle/1362003
- anchor: #n3699451
- Companies mentioned: m3.com、Docpedia LIFESTYLE

"Docpedia LIFESTYLE", content exclusively for doctor members of m3.com. Doctors answer questions about careers and lifestyles, and it can be viewed only by doctors.

## AI行情還能漲？高盛兩策略師看法分歧：獲利已見頂 VS. 投資報酬率明確

- Published: 2026-11-02T07:40:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6643262
- anchor: #n3699491
- Companies mentioned: 高盛、Alphabet、英特爾、亞馬遜、Google Cloud、微軟、Meta、甲骨文

高盛兩位策略師對AI後市看法分歧，Pasquariello警告獲利見頂建議保守，Wilson則憑藉雲端巨頭萬億級訂單看好AI回報，反映市場對AI現金流轉化的焦慮。

Facts:
- 高盛策略師Tony Pasquariello認為標普500指數企業獲利成長可能已經見頂，目前不適合大舉押注。
- 高盛倫敦策略師Mark Wilson認為超大規模雲端業者的財報證明AI投資回報正在顯現，維持看多立場。
- Google Cloud積壓訂單年增256%，達5,610億美元；亞馬遜AWS積壓訂單年增189%，達5,780億美元。
- Alphabet's free cash flow this quarter was an outflow of 910 million US dollars, a gap from the net inflow of 3.5 billion US dollars the market had originally expected.
- The three-month realized correlation between Apple's stock price and the Nasdaq 100 index fell to a negative value for the first time since records began in 1981.

## 美國期中選舉牽動美股！花旗點名「兩大風險」：民主黨若拿下53席恐衝擊股市

- Published: 2026-11-02T07:10:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6643263
- anchor: #n3699492
- Companies mentioned: 花旗、花旗研究、Citi Research、Kalshi、RealClearPolitics、聯準會、Fed

花旗發布報告分析美國期中選舉對美股影響，指出參議院控制權為關鍵。若共和黨守住參議院或有助反彈，若民主黨獲53席以上則恐因稅率預期施壓股市。

Facts:
- 花旗研究指出民主黨同時掌控參眾兩院的機率近期持續攀升，已成市場主要預期情境。
- If Democrats win 53 or more seats, investors will price in early the risk of a corporate tax rate increase in 2028.
- Trump's current net approval rating is about negative 21.7%, one of the lowest approval ratings faced by a governing party's candidates before a midterm election in nearly 20 years.
- Data from prediction market Kalshi show that Democratic candidates in Texas, Michigan and Ohio currently lead by 72%, 74% and 70%, respectively.
- Democrats lead in generic congressional ballot polls by about 8.1 percentage points, similar to the situation in 2018.
- 聯準會理事鮑爾任期屆滿，繼任人選的任命將受到參議院權力分布影響。
- 花旗提醒，多達16個參議院席次競爭激烈，其中9席更屬於真正的搖擺選區。

## 〈Taiwan Stocks Pre-Market News〉Foxconn's AI server rack capacity doubles, MediaTek's ASIC Q4 revenue revised up to 2.5 billion US dollars

- Published: 2026-11-02T06:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6643408
- anchor: #n3699219
- Companies mentioned: 鴻海( 2317-TW )、聯發科( 2454-TW )、光寶科 ( 2301-TW )、廣達( 2382-TW )、達穎智能(DaVinCare,DVC)、新唐( 4919-TW )

Taiwanese companies including Foxconn, MediaTek and Lite-On presented operational highlights on the 30th: Foxconn's AI server capacity doubled, MediaTek's ASIC revenue jumped sharply, Lite-On raised its capital expenditure, and Quanta and Nuvoton are positioning in the AI healthcare and BMC markets, respectively.

Facts:
- Foxconn's weekly AI server rack capacity has doubled to 2,000 racks per week
- MediaTek estimates its fourth-quarter cloud ASIC revenue could reach 2.5 billion US dollars
- MediaTek expects its AI accelerator ASIC project revenue in 2027 to reach about 16 billion US dollars
- Lite-On's capital expenditure this year has been raised from 18 billion yuan to 19.7 billion yuan
- 光寶科預估明年AI營收占比可從逾三成提高到四至五成

## 【毅嘉】Announces that the company's self-tallied consolidated revenue for October 115 was approximately NT$1.134 billion.

- Published: 2026-11-01T17:57:08+09:00
- Source: Taiwan | 臺灣證券交易所
- Figures match the official table: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=2402&year=115&month=11&b_date=1&e_date=31&seq_no=2&spoke_time=165708&spoke_date=20261101
- anchor: #n3699216
- Companies mentioned: 毅嘉科技股份有限公司、毅嘉科技

毅嘉科技 (2402) announced that its consolidated revenue for October 115 reached NT$1.134 billion, up 21% year over year, showing excellent operating performance.

Facts:
- 毅嘉科技股份有限公司 self-tallied its consolidated revenue for October 115 at approximately NT$1.134 billion.
- 毅嘉科技's consolidated revenue for October 115 increased by about 21% from the same period last year.
- 毅嘉科技's revenue from "electronic module products" in October 115 was approximately NT$811 million.
- 毅嘉科技's revenue from "integrated module products" in October 115 was approximately NT$328 million.
- The company code of 毅嘉科技股份有限公司 is 2402.

## 【台端】依臺灣證券交易所股份有限公司臺證上一字第1121801204號函辦理

- Published: 2026-11-01T15:17:37+09:00
- Source: Taiwan | 臺灣證券交易所
- Official text: https://mopsov.twse.com.tw/mops/web/ajax_t05st01?encodeURIComponent=1&step=2&firstin=1&off=1&queryName=co_id&inpuType=co_id&TYPEK=sii&co_id=3432&year=115&month=11&b_date=1&e_date=31&seq_no=1&spoke_time=141737&spoke_date=20261101
- anchor: #n3699215
- Companies mentioned: 台端興業股份有限公司、臺灣證券交易所股份有限公司、Ayers Alliance Financial Group Ltd.、STI PF Limited、City Credit Investment Bank Limited、City Credit Asset Management Nominee Co., Ltd.、CCAM Co., Ltd.

台端興業 announced that it holds investment balances in four funds of about NT$1.73 billion, with fair value assessed at zero and no new transactions, and only about NT$66 million in redemption proceeds not yet collected; it intends to engage professionals to assert its rights.

Facts:
- 台端興業及子公司截至115/11/01止，持有之基金投資餘額折合新台幣1,730,738仟元，其公允價值評估為0元。
- 台端興業持有的Spectra SPC Powerfund (PF)投資餘額為美金21,984仟元。
- As of 115/11/01 this year, 台端興業 had no new fund subscription or redemption transactions.
- 台端興業有兩筆尚未收回之應收基金贖回款金額合計美金2,041仟元（折合新台幣66,282仟元）。
- 台端興業 will engage professionals to help assert its rights in order to protect the interests of all shareholders.