# AI News 180m Report｜2026-11-02 18:00–21:00 JST｜Page 4 of 4

One place for news and notices from 2 countries/regions: Taiwan, 164 items from 5 sources; Japan, 140 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## Market watches US midterm election variables: if Democrats win, AI-related stocks may suffer a setback

- Published: 2026-11-02T17:10:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6643812
- Article page: https://ainews.idaeo.ai/a/4506535-en.html
- anchor: #n3706289
- Companies mentioned: 野村證券、Monument Advocacy、資料中心聯盟、英商巴克萊、CCI Asset Partners、三菱UFJ摩根士丹利證券、澳洲聯邦銀行、法國興業銀行、德意志資產管理

US midterm election variables have drawn market attention, and 野村證券's Makoto Furukawa noted the market has not fully priced in the election's impact. Data center construction has become a local focal point; if Democrats win and strengthen regulation, AI stocks may be hurt; under a divided government, bond yields and the foreign exchange market face multiple variables and opportunities.

Facts:
- 野村證券 chief portfolio strategist Makoto Furukawa said the market has not yet fully reflected the election's impact in pricing.
- Around 20 communities across the US will decide in referendums whether to ban or pause data centers.
- Dan Diorio, executive vice president of 資料中心聯盟, warned that bans would send a signal of rejecting investment.
- A Bloomberg survey shows 53% of respondents predict that Democratic control of both chambers would lower US Treasury yields.
- Historically, in the 9 midterm elections in which Republicans held power and faced a divided government, US stocks rose within six months every time.

## Institutional investor activity on 2026-11-02: (net buys) 訊映 187 lots, 台康生技 169 lots, 沛爾生醫*-創 133 lots; (net sells) 科妍 567 lots, 健喬 497 lots, 美時 270 lots - 環球生技月刊

- Published: 2026-11-02T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91024&kind=20
- anchor: #n3706703
- Companies mentioned: 訊映、台康生技、沛爾生醫*-創、合一、上亞科技、泰合、保瑞、神隆、北極星藥業-KY、永信、科妍、健喬、美時、康霈*、大樹

Institutional net buy/sell activity on Nov. 2, 2026: the top ten net buys include 訊映, 台康生技 and 沛爾生醫*-創; the top ten net sells are mainly 科妍, 健喬 and 美時.

## Institutional investor activity on 2026-11-02: (net buys) 訊映 187 lots, 台康生技 169 lots, 沛爾生醫*-創 133 lots; (net sells) 科妍 567 lots, 健喬 497 lots, 美時 270 lots - 環球生技月刊

- Published: 2026-11-02T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91024&range=news
- anchor: #n3706692
- Companies mentioned: 訊映、台康生技、沛爾生醫*-創、合一、上亞科技、泰合、保瑞、神隆、北極星藥業-KY、永信、科妍、健喬、美時、康霈*、大樹

Institutional investor activity on Nov. 2, 2026: The top 10 net buys included 訊映, 台康生技, and 沛爾生醫*-創, among others; the top 10 net sells included 科妍, 健喬, and 美時, among others。

## Sore knees and a weak lower back? Traditional Chinese medicine recommends an anti-aging plan to restore "kidney qi" - Heho健康

- Published: 2026-11-02T18:33:52+09:00
- Source: Taiwan | Heho健康
- Original: https://heho.com.tw/archives/388715
- Article page: https://ainews.idaeo.ai/a/4507308-en.html
- anchor: #n3706748

As people age, older adults often experience symptoms such as sore knees and a weak lower back. Experts say that reduced muscle mass, decreased joint mobility, and bone loss can all affect mobility.
