Protesting minimum monthly wages of just 3,300 Taiwan dollars, Bangladeshi textile workers demonstrate for pay raises ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
Bangladeshi textile workers, dissatisfied with a minimum monthly wage of only about 3,300 New Taiwan dollars and facing 8% inflation, began protests and strikes on October 31, demanding a raise to 7,900 dollars. The government pledged to establish a committee to review wages, but workers saw this as a stalling tactic and continued clashing with police and soldiers, leaving officers injured and nearly 100 people arrested.
Facts
Inflation as high as 8%
Began on October 31
Now in its 5th day
At least 670 factories joined the strike
Original紡織業勞工有400多萬人
The minimum monthly wage is only about 3,300 New Taiwan dollars
North Korea fires missiles into waters off the eastern Korean Peninsula; South Korea estimates nearly 20 test launches this year ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
North Korea has recently been conducting frequent missile tests. South Korea’s Defense Ministry said it had fired multiple missiles toward waters to the east from the Sondok area of South Hamgyong Province. South Korea estimates that North Korea has conducted nearly 20 tests since the start of 2026, while relations between the two Koreas have been strained by a border land-mine explosion.
Facts
Nearly 20 times since the start of this year (2026)
A concentrated series of 3 or 4 launches in 1 week
Explosion at Hukou Panasonic plant affects more than 100 households; township head plans to help compile damage claims and seek compensation ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
An explosion and fire broke out early in the morning at the plant of 台灣松下多層材料公司 in Hukou, Hsinchu, affecting more than 100 homes and leaving 2 employees unaccounted for. The township head plans to help compile damage claims and seek compensation from the company.
Facts
2 Taiwanese employees are unaccounted for
More than twenty employees inside the plant evacuated immediately
Tens of thousands flock to Siena Palio; organizers reject commercial sponsorship to protect cultural identity ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
Tens of thousands of visitors are drawn to the Siena Palio in Italy. The city government insists on rejecting commercial sponsorship to protect its cultural identity. While other Italian cities face overtourism, Siena balances visitor numbers through a strong sense of community identity.
Facts
17 distinct historic districts
Ranked 18th in Italy’s overtourism crowding index in 2025
Arrivals exceeded 38.33 million in the first half of 2026
Two helicopters collided at the Mount Everest base camp in Nepal, leaving 1 dead and 2 injured. The companies involved were 王朝航空 and 魚尾航空. An investigation into a Florida crash in the United States found that the aircraft may have broken apart before hitting the ground.
Facts
The accident happened on the 3rd
At an altitude of about 4,200 meters
Original1名47歲印度遊客
Original1名尼泊爾直升機駕駛
Original1名紐西蘭乘客
The 2 helicopters involved in the accident
魚尾航空 helicopter carrying 2 passengers
The plane crash in Florida, United States, on the 1st
Chiang and Shen trade campaign barbs in Taipei race; New Taipei candidates canvass markets in ground campaign ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
Taipei Mayor Chiang Wan-an and Shen Po-yang traded campaign messaging: Chiang’s camp launched the “Wan-an Alert” to counter Shen’s “Shunbao”; New Taipei mayoral candidates Su Chiao-hui and Lee Chuan-chuan canvassed voters at markets, while personnel changes took place in Mayor Hou You-yi’s administration.
Facts
The first batch of ten thousand copies
On the morning of the 4th
The New Taipei City government issued personnel orders on the 2nd
Los Angeles mayoral runoff: Candidates from 2 Democratic Party factions in a close race | PTS News PNN
Published ・ Source Taiwan | 公視新聞
The Los Angeles mayoral race has advanced to a runoff, with candidate Raman, backed by the left and democratic socialist camps, in a tight race against incumbent Mayor Bass, who is seeking reelection. The article also notes that in deep-blue congressional districts across the country, progressives have successfully unseated several moderate incumbents and are expected to wield key influence.
Democrats take control of both chambers of Congress; markets fear tighter AI regulation | PTS News PNN
Published ・ Source Taiwan | 公視新聞
Investors worry that Democratic control of both chambers of Congress could bring tighter regulation of technology and AI companies, affecting stocks and the dollar. History, however, shows that U.S. stocks tend to perform better after midterm elections. As political uncertainty eases, markets will refocus on fundamentals.
Democrats retake Congress in midterms; Trump’s Make America Great Again policies fail | PTS News PNN
Published ・ Source Taiwan | 公視新聞
Democrats retook Congress in the U.S. midterm elections as voters voiced dissatisfaction with the cost of living, tariffs and the war with Iran. Polls showed that most people believed Trump’s policies had worsened the economy, and Republicans will face an internal battle over the party’s direction.
Facts
More than 79,000 respondents
39% said the economy was the most important issue
32% were concerned about the state of democracy
75% of respondents said the U.S. economy was not doing well or was poor
Only 25% said the economy was doing well
A combined 75% said they were angry and dissatisfied with the state of the United States
As many as 65% also said Trump’s policies had worsened the U.S. economy
Trump says U.S. aid to Israel will end by year’s end, shifting to a defense technology partnership | PTS News PNN
Published ・ Source Taiwan | 公視新聞
U.S. military aid to Israel became a grant in 1985 and is now worth about $4 billion annually. Trump said he had reached an agreement with Netanyahu to end the aid and shift to a defense technology partnership, but implementation would require congressional appropriations legislation. Meanwhile, Israeli politics have become fragmented after the election. The governing coalition holds 53 seats and the secular opposition camp 48; adding the 19 seats held by Arab parties would give them a majority. But the right-wing Yisrael Beiteinu party has refused to cooperate, making it difficult to form a government.
AMD third-quarter revenue jumps 45% to a record high! Data center revenue nearly doubles, Q4 forecast beats expectations, and shares hold up amid midterm election uncertainty
Published ・ Source Taiwan | 風傳媒
AMD reported third-quarter revenue of $13.4 billion, up 45% year over year and a record high, with data center revenue up 97% year over year. Its fourth-quarter revenue forecast of $17 billion beat expectations, and the stock held up well.
Facts
AMD’s third-quarter revenue reached $13.4 billion, up 45% year over year to a quarterly record.
AMD’s Data Center segment posted third-quarter revenue of $8.5 billion, up 97% year over year.
AMD forecast fourth-quarter revenue of about $17 billion, above the analyst estimate of $16.29 billion compiled by FactSet.
AMD Chair and CEO Lisa Su said third-quarter revenue exceeded the high end of the company’s forecast.
Anthropic, Meta, 微軟, OpenAI and 甲骨文 have run models on the first Helios rack-scale solutions.
Meeting demand for smart manufacturing! 新代科技 expects capacity to expand to 2.6 times its current level in 2027, as new sites in Suzhou, Malaysia and India come online
Published ・ Source Taiwan | 風傳媒
新代科技 (7750) announced that new sites in Suzhou, Malaysia and India will begin coming online from February 2027, with capacity expected to expand 2.6 times. The company is also adopting AI agents to optimize its R&D processes and enhancing AI anomaly detection in its CNC controllers to meet demand from the new energy vehicle and robotics markets.
Facts
新代科技 announced that its second Suzhou plant, second Malaysia plant and new India facility are expected to be completed and begin relocation in stages from February 2027.
新代科技 expects its overall capacity to expand to 2.6 times its current level.
新代科技’s main products include machine-tool control systems, servo drives and servo motors.
新代科技 subsidiary 聯達智能 provides smart manufacturing solutions, including industrial robots, machine-tool networking and automation systems.
新代科技 is promoting collaboration between engineers and multiple AI agents, which assist with software development, testing and verification.
新代科技 is integrating smart sensing, data analytics and a cloud knowledge base into CNC controllers and automation units.
新代科技 sees strong medium- to long-term demand for applications including new energy vehicles, embodied-intelligence robots and smart manufacturing.
Explainer》Selling a house to a relative: A difference of 1 degree of kinship changes the rules! Tax bureau reveals who must file a gift tax return
Published ・ Source Taiwan | 風傳媒
This article explains gift tax rules for property sales between relatives. Sales between relatives within the second degree are generally treated as gifts and must be reported; although sales between relatives beyond the second degree are exempt from filing, below-market transactions may still be taxed.
Facts
Parents and children are related in the first degree. Even if payment is actually made for a home sale, a gift tax return must still be filed.
An uncle and nephew are related in the third degree, so in principle they do not need to file a gift tax return under the rules for sales between relatives within the second degree.
For property sales between relatives within the second degree, if the seller lends the funds or provides a guarantee for a loan, the transaction cannot be ruled out as a deemed gift.
When property is transferred for substantially inadequate consideration, the difference is deemed a gift. This rule is not limited to transactions between relatives.
In 2026, the gift tax exemption is NT$2.44 million per donor per year.
The National Taxation Bureau of Kaohsiung, Ministry of Finance, once assessed a case in which land with an officially announced value of NT$6.5 million was sold for NT$3 million. After deducting the exemption from the NT$3.5 million difference, the bureau assessed a net taxable gift of NT$1.3 million.
Gearing up for the AI and data center boom! 聯發科 recruits former 英特爾 Executive Vice President Navid Shahriari to lead advanced process and packaging operations
Published ・ Source Taiwan | 風傳媒
聯發科 has recruited former 英特爾 Executive Vice President Navid Shahriari, who will take up the post of senior vice president on Nov. 9 and oversee the advanced process, packaging and quality teams. The move aims to deepen cooperation with 台積電 and strengthen the competitiveness of AI and data center products.
Facts
聯發科 confirmed that former 英特爾 Executive Vice President Navid Shahriari will join the company as senior vice president on Nov. 9.
Navid Shahriari will report to 聯發科's general manager and chief operating officer.
Navid Shahriari retired after serving at 英特爾 for 37 years.
Navid Shahriari will lead the advanced process and yield platform, design-technology co-optimization, advanced testing and packaging, and quality and reliability teams.
聯發科's stock code is 2454.
Navid Shahriari's core responsibilities include deepening cooperation with key supply chain partners such as 台積電.
Zhang Linghe and Jing Boran both lose out! TOP10 ideal male leads in modern Chinese romance dramas: So handsome they set the internet's hearts racing, the ultimate ideal boyfriend
Published ・ Source Taiwan | 風傳媒
This article reviews Chinese dramas that aired from 2024 to 2026 and draws on viewer reviews from Douban, PTT, Dcard and other platforms to compile an editors' ranking of the TOP10 ideal male leads in modern Chinese romance dramas over the past 3 years. It analyzes the performances of actors including Wu Lei, Zhou Keyu and Chen Xingxu based on role suitability, acting and on-screen chemistry.
Facts
This article reviews Chinese dramas that aired from 2024 to 2026 and draws on viewer reviews from Douban, PTT, Dcard and other platforms to compile an editors' ranking of the TOP10 ideal male leads in modern Chinese romance dramas over the past 3 years.
In the 2024 modern romance drama Amidst a Snowstorm of Love, Wu Lei played Lin Yiyang, a former snooker prodigy. PTT users described him as “a man who is both innocent and alluring.”
In the 2025 urban romance drama Sniper Butterfly, Zhou Keyu starred alongside Chen Yanxi in a May-December romance, playing Li Wu, a young man from a mountain village.
In the 2026 modern romance drama The Unseen, Chen Xingxu played architect Xiao Zhiyu and also transformed into Qin Xiao Yi in a Republic of China-era murder mystery role-playing game.
In the 2025 youth romance drama The Best Thing, Wang Anyu played Chen Luzhou, a handsome top student, alongside Liu Haocun.
In the 2026 urban workplace romance drama Early Spring, Clear Skies, Jing Boran played Luan Nian, a creative director at an advertising agency, alongside Sun Qian.
In the 2025 romance drama The White Olive Tree, Chen Zheyuan played Li Zan, an ethnic Chinese bomb disposal engineer, alongside Liang Jie.
In the 2024 urban romance drama Will Love in Spring, Li Xian played Chen Maidong, who works in post-mortem cosmetic restoration, alongside Zhou Yutong.
AI is changing mobile upload traffic! 中華電信's Lin Rongci discusses speeding up the transition from 5G SA to 6G and the pace of data center expansion
Published ・ Source Taiwan | 風傳媒
中華電信 President Lin Rongci said AI applications are changing mobile traffic patterns. The company is accelerating its 5G SA rollout and deepening cooperation with Google to promote Gemini, while calibrating the pace of data center investment to demand.
Facts
中華電信 President Lin Rongci said that as AI applications make their way onto mobile phones, patterns of mobile uploads and downloads are changing.
中華電信 is accelerating the construction of its 5G standalone (SA) network and preparing for the transition to 6G.
中華電信 announced deeper cooperation with Google, combining Gemini subscription plans with in-store experiences to promote wider adoption of AI applications.
中華電信 believes it should step up related preparations in advance at this stage. Some hardware must be in place first, with subsequent developments supported through software upgrades.
中華電信 President Lin Rongci said data center preparations must follow demand, while the company continues to expand in areas including Huwei, Taichung and southern Taiwan.
中華電信 deepens partnership with Google! Gemini subscriptions target 200,000 users in the first phase; first year free with selected 5G plans
Published ・ Source Taiwan | 風傳媒
中華電信 is deepening cooperation with Google and launching a Google AI plan that combines Gemini AI and cloud services, aiming to upgrade existing cloud users to AI subscribers, with a first-year target of 200,000 users.
Facts
中華電信 announced deeper cooperation with Google and launched a Google AI plan that combines Gemini with cloud storage.
中華電信's first-phase target is to reach 200,000 AI subscribers in about a year.
Original申辦精采5G加值方案799元、999元資費，可享Google AI Plus 400GB首年0元。
中華電信 partnered with Google on bill collection in 2015, and the number of customers who have used the service has surpassed 1 million.
中華電信 has set up Pixel series display areas at 140 stores.
中華電 Q3 revenue and profit hit their highest levels for the same period since 2009, with quarterly EPS of 1.57 yuan! New ICT orders up 84%, company confident in full-year outlook
Published ・ Source Taiwan | 風傳媒
中華電信 posted record third-quarter revenue and profit for the same period since 2009, buoyed mainly by steady growth in its core telecom business and expansion in ICT. New ICT orders surged 84%. Although rising costs squeezed profits in some business groups, overall operating performance exceeded the high end of guidance, and management is confident of meeting its full-year targets.
Facts
中華電信 reported preliminary consolidated third-quarter revenue of NT$67.59 billion, up 16.7% year on year.
中華電信 reported third-quarter net profit attributable to the parent company of NT$12.22 billion, with quarterly earnings per share (EPS) of NT$1.57.
中華電信's new ICT orders in the third quarter rose 84% from the same period last year.
中華電信's enterprise customer business group posted third-quarter revenue of NT$20.46 billion, up 8.2% year on year.
The 5G penetration rate among 中華電信 smartphone users is now close to 50%.
南山人壽 invests NT$40 million in university for free public classes; people can even take steps to manage metabolic syndrome themselves
Published ・ Source Taiwan | 風傳媒
南山人壽 has launched “Nanshan Future University,” investing nearly NT$40 million annually to create a free collaborative learning platform covering seven major themes. The initial target is 1,300 attendances, and a volunteer group of retired employees has also been formed.
Facts
南山人壽 has launched Nanshan Future University and plans to invest nearly NT$40 million a year.
Nanshan Future University courses cover seven major themes, with an initial target of 1,300 attendances in the first quarter.
Nanshan Future University will begin its first phase at four physical venues across Taipei and New Taipei.
Nanshan Future University has established a collaborative learning volunteer group and invited retired employees to serve as volunteers.
The first class at Nanshan Future University will be taught by Dr. Teng Wen-hsin, deputy director of 初日診所.
Could Taiwan stocks really rally tomorrow? Uncertainty over the U.S. election fades, and futures turn higher overnight, surging more than 1,000 points at one point
Published ・ Source Taiwan | 風傳媒
The results of the U.S. midterm elections eased market uncertainty and fueled a strong rebound in Taiwan stock futures overnight, which at one point rose more than 1,000 points. Although the Taiwan market closed lower yesterday and foreign investors were net sellers, the overnight rally suggests sentiment is improving. The market direction tomorrow remains to be seen.
Facts
Taiwan's weighted index closed at 42,948 points yesterday, down 358 points.
Foreign investors were net sellers of NT$149.899 billion in Taiwan stocks yesterday.
Taiwan index futures overnight surged more than 1,000 points at one point, reaching 44,274 points.
The U.S. Democratic Party swept the midterm elections, scoring a historic victory.
Democrats flipped traditional Republican strongholds such as Texas and South Carolina.
Abandoned by the DPP? Taoyuan council candidate’s campaign billboard appears alongside appeals to save Shen Boyang and Wang Yichuan; he scoffs: “Desperate and grasping at straws”
Published ・ Source Taiwan | 風傳媒
A campaign billboard for Taoyuan City Council candidate Huang Shijie appeared alongside billboards for Shen Boyang and Wang Yichuan, drawing attention. Huang mocked the move as his opponents “grasping at straws in desperation.”
Facts
The incident took place during Taiwan’s nine-in-one elections.
Weather set to turn! Lows to dip into the 1X°C range on this day; new typhoon could form over the weekend with potential to become a super typhoon
Published ・ Source Taiwan | 風傳媒
The Central Weather Administration forecasts that the northeasterly monsoon will strengthen tomorrow afternoon, bringing more rain to northern Taiwan and the east. Lows will dip into the 1X°C range from Monday to Tuesday next week. Meanwhile, a new typhoon, “Chapaka,” could form near Guam over the weekend. It has the potential to become a super typhoon, but is expected to turn north and will not directly affect Taiwan.
Facts
The northeasterly monsoon will strengthen from tomorrow afternoon, increasing the chance of brief, localized rain along the Keelung North Coast, in Yilan and Hualien, and in the greater Taipei area.
Lows in northern Taiwan will fall to 19 to 20 degrees from Monday to Tuesday next week, with daytime highs of only about 22 degrees.
Weather expert Jia Xinxing estimates that this year’s 31st typhoon, “Chapaka,” could form as early as Sunday or Monday next week.
A new tropical system is expected to form in waters near Guam this weekend, and is more likely to turn north and move away.
Fueled by the strong El Niño, the typhoon will encounter unusually warm sea temperatures and is expected to reach at least typhoon strength as it moves, with the potential to become a super typhoon.
Breaking into Ukraine’s drone supply chain! 凌霄航太 signs MOU with Ukrainian firm UFORCE to establish cooperation framework
Published ・ Source Taiwan | 風傳媒
凌霄航太 signed an MOU with Ukraine’s UFORCE at the Tainan Drone Exhibition, establishing a supply-chain cooperation framework. It will leverage Taiwan’s manufacturing strengths to help diversify sources of key components and improve supply-chain resilience.
Facts
凌霄航太 and Ukrainian drone company UFORCE signed a memorandum of understanding (MOU) at the inaugural Taiwan Ocean Technology and Uncrewed Vehicles Exhibition.
The inaugural Taiwan Ocean Technology and Uncrewed Vehicles Exhibition is being held at the Tainan Convention Center from the 3rd to the 5th.
The partnership between 凌霄航太 and UFORCE aims to draw on Taiwan’s technology and manufacturing ecosystem to help UFORCE find alternative suppliers of components for uncrewed systems.
UFORCE is an international uncrewed-systems technology company originating in Ukraine. Its business covers uncrewed platforms for sea, land and air, AI software, and command-and-control systems.
羅正方, chairman of 凌霄航太, said global uncrewed-systems companies continue to face challenges including sourcing key components and ensuring stable, reliable supplies.
凌霄航太’s strategic positioning is to become a “Resilient Supply Chain Partner,” using Taiwan’s technological capabilities to support the global uncrewed-vehicle industry.
Two major projects launch in Kaohsiung’s Renwu District! 1.6-kilometer ecological trail around Guanyin Lake connected; staged opening of Bakong Bridge eases drainage bottleneck
Published ・ Source Taiwan | 風傳媒
The Kaohsiung City Government’s Water Resources Bureau is advancing two projects in Renwu District: connecting the Guanyin Lake outer embankment trail into a 1.6-kilometer ecological corridor, and partially opening the rebuilt Bakong Bridge to ease a drainage bottleneck.
Facts
The Guanyin Lake outer embankment ecological trail project has a total budget of about NT$41 million.
The Guanyin Lake outer embankment trail was fully connected at the end of October, creating an ecological corridor of about 1.6 kilometers.
A lane of the rebuilt Bakong Bridge was partially opened to traffic at 6 p.m. on the 4th.
The Bakong Bridge reconstruction project is expected to lower water levels at the confluence by more than 1 meter.
Guanyin Lake covers about 30 hectares and is an important habitat for waterbirds and migratory birds.
Tainan Christmas and New Year’s concert lineup revealed! 八三夭, KEIKO and 黃瑋昕 to perform in December
Published ・ Source Taiwan | 風傳媒
The Tainan City Government has announced the lineup for its 2027 Christmas and New Year’s events, inviting artists including 八三夭, 許富凱, KEIKO and 黃瑋昕 to perform at concerts and New Year’s Eve celebrations in Xinying, Yongkang and other locations. The events will be paired with a shopping festival to promote local tourism.
Facts
The Tainan City Government announced the first performers for the “2027 Tainan好young Christmas and New Year Series” on December 4.
The first Nanying Grassland Concert will take place in Xinying on December 19, featuring 八三夭, PAPUN BAND and Japanese singer-songwriter 山元聰.
Malaysian singer-songwriter Haezee 黃瑋昕 was nominated for Best New Artist at the Golden Melody Awards and this year received a nomination for Best Blues Song at the Golden Indie Music Awards.
The “Rock Christmas Concert” will be held at the plaza west of the Yonghua Civic Center on December 24, followed by the “Tainan好young New Year’s Eve Party” on December 31.
The 2026 Tainan Shopping Festival runs through March 15 next year. Spending NT$50 or more earns an entry in a prize draw, with prizes including a million-dollar electric vehicle.
〈U.S. Midterm Elections〉Trump’s push for rate cuts just got harder! Senate flips blue, building a bulwark for the Fed
Published ・ Source Taiwan | 鉅亨網
Democrats regained control of the Senate, limiting Trump’s ability to install allies on the Fed’s board and giving the central bank more room to resist political pressure and keep rates high to fight inflation.
Facts
Democrats regained control of the Senate in the U.S. midterm elections, adding another layer of protection for the Federal Reserve (Fed) against political pressure from the White House.
As of early Wednesday, Democrats had won at least 54 Senate seats, with results still undecided only in Alaska and Mississippi.
When the new Congress takes office, Massachusetts Senator Elizabeth Warren is expected to take over the Senate Banking Committee, which plays a key role in reviewing Fed nominations.
By law, the president can remove a Fed governor only “for cause.” Legal scholars have long interpreted this to mean serious misconduct or dereliction of duty, rather than a mere policy disagreement.
Price hikes not over? U.S. service-sector costs in October not yet fully passed on; Fed has little room to ease its inflation fight
Published ・ Source Taiwan | 鉅亨網
U.S. service-sector growth slowed in October, with the ISM nonmanufacturing index falling to 54.5. Although employment improved, tariffs and fuel costs kept input prices elevated, posing an inflation challenge for the Fed as markets anticipate possible further rate adjustments.
Facts
The U.S. nonmanufacturing index fell to 54.5 in October from 54.9 in September, below the estimate of 54.8.
The ISM nonmanufacturing prices index came in at 73.0, its second-highest reading since mid-2022.
The supplier deliveries index rose to 56.7, its highest since April, and has remained above 50 for 23 consecutive months.
U.S. disposable income fell in September, while the savings rate dropped to a four-year low of 3.8%.
The Fed held its policy rate range at 3.75% to 4% and reiterated that inflation remains elevated.
The new orders index fell to 55.9 in October from 59.8, its lowest in four months.
AI becomes a new bond-market wildcard! Tech giants issue $271 billion in bonds, with impact rivaling wars and elections
Published ・ Source Taiwan | 鉅亨網
The artificial intelligence (AI) financing boom has become a major factor in the bond market this year, important enough to rival wars, prospects for a Middle East peace deal and the U.S. midterm elections. The five hyperscalers have issued $271 billion in bonds so far this year, roughly equivalent to New Zealand’s gross domestic product (GDP).
Facts
The five hyperscalers have issued $271 billion in bonds so far this year
The AI financing boom is important enough to rival wars, prospects for a Middle East peace deal and the U.S. midterm elections
Many tech giants, apart from Microsoft, have exhausted their vast free cash flows
Oracle’s 10-year bonds were priced at a yield of about 8%
Meta is reportedly seeking to raise about $15 billion from the U.S. portion of a cross-currency bond deal
〈U.S. Midterm Elections〉Don’t get too excited about a year-end rally! 巴克萊 warns: two major AI challenges remain unresolved
Published ・ Source Taiwan | 鉅亨網
巴克萊 says that although the U.S. midterm elections have removed political uncertainty, AI revenue contributions and financing challenges will continue to weigh on stocks. The risk of tighter regulation in Texas is also rising, complicating the outlook for a year-end rally.
Facts
巴克萊 warns that how much revenue AI investments can generate and how companies will fund massive construction spending are key issues weighing on stocks.
Alex Altmann is head of global equity tactical strategy at 巴克萊.
After Democrats took control of Congress, U.S. stock index futures turned higher after falling.
Texas accounts for about one-quarter of projected data-center construction.
Gina Hinojosa was elected governor of Texas after repeatedly calling for a pause in data center development during her campaign.
AI Infrastructure Spending Boom Drives Up Financing Costs! U.S. Tech Bond Spreads Reach Their Highest Level Since 2003
Published ・ Source Taiwan | 鉅亨網
U.S. tech giants are racing to invest hundreds of billions of dollars in AI infrastructure, driving up financing costs in the bond market. The borrowing-cost premium for investment-grade tech companies has reached its highest level since 2003, while bond spreads for companies such as 甲骨文 have widened, reflecting growing concerns about debt risks in the tech sector and uncertainty over cash-flow returns.
Facts
The average borrowing-cost premium for U.S. investment-grade tech companies over the broader market has climbed to its highest level since 2003.
Bond spreads for U.S. tech companies have risen to a 3-year high.
甲骨文's bond spread is about 2.8 times that of the broad investment-grade bond index, the highest ratio on record.
Alphabet's CDS costs have nearly doubled over the past year.
輝達's 5-year CDS spread has risen to 141.5 basis points.
The net notional amount of AI-related CDS has climbed from less than $7 billion a year ago to nearly $30 billion.
巴黎銀行 forecasts that net issuance of euro-area investment-grade corporate bonds will increase 83% in 2027.
U.S. Election Dust Settles; 凱基銀: Watch for New Tech-Sector Variables, Adopt a Dual Stock-and-Bond Strategy
Published ・ Source Taiwan | 鉅亨網
With the U.S. midterm election results clear, 凱基銀行's Wealth Management Division advises investors to watch for new variables in the tech sector, such as AI regulation, and adopt a dual stock-and-bond strategy, focusing on tech leaders and defensive stocks while taking advantage of falling Treasury yields to allocate to investment-grade bonds.
Facts
凱基銀行's Wealth Management Division said issues such as AI regulation, antitrust enforcement and data centers will become new variables for the tech sector.
The 10-year U.S. Treasury yield has fallen to around 4.9%.
凱基銀行 recommends focusing equity allocations on tech leaders with steady earnings and lower regulatory exposure.
The U.S. dollar index is expected to fluctuate within the 100-to-103 range.
The post-election investment focus is shifting from betting on the election to assessing fundamentals and asset allocation.
〈U.S. Stocks Early Trading〉Wall Street Cheers as Democrats Win Big! Dow Surges More Than 1,000 Points; AI Infrastructure Stocks Under Pressure
Published ・ Source Taiwan | 鉅亨網
Democrats took control of both chambers of Congress in the U.S. midterm elections, and 川普 accepted the results. The Dow surged nearly 1,000 points, but AI-related stocks came under pressure amid regulatory concerns.
Facts
The Dow Jones Industrial Average opened up nearly 1,200 points, or nearly 2.3%.
Democrats won both chambers of Congress in the U.S. midterm elections.
The 10-year U.S. Treasury yield fell 5 basis points to 4.91%.
〈U.S. Midterm Elections〉川普 Says He Accepts Election Results; Gloomy White House Atmosphere Like a Funeral
Published ・ Source Taiwan | 鉅亨網
President 川普 congratulated Democrats on their midterm election victory and said he accepted the results and was willing to work with them, but the atmosphere at the White House was gloomy. Media outlets interpreted the outcome as reflecting voter dissatisfaction with the status quo.
Facts
President 川普 congratulated Democrats on a series of victories in the early hours of the 4th, U.S. Eastern Time.
川普 said he was absolutely willing to accept the midterm election results and was ready to work with Democrats.
Several U.S. media outlets said the midterm election results reflected voter dissatisfaction with high prices, the Iran war and government corruption.
The atmosphere in the White House's East Room was described as gloomy, like a funeral.
川普 insisted that the midterm elections were not a referendum on him and that the United States had experienced a glorious 兩 years.
Is SpaceX Making Money Faster Than Expected? Morgan Stanley Raises Revenue Forecast by Nearly 1 Times, Cash Flow Turns Positive 4 Years Earlier
Published ・ Source Taiwan | 鉅亨網
摩根士丹利 sharply raised its revenue and profit forecasts for SpaceX, projecting positive cash flow in 2031. But KeyBanc and Ackman warned of its huge capital spending and financing needs.
Facts
摩根士丹利 raised its 2027 revenue forecast for SpaceX to $175 billion.
摩根士丹利 moved forward its forecast for SpaceX to break even on free cash flow by 四 years, to 2031.
KeyBanc analysts raised SpaceX's 2027 capital spending budget to $473 billion.
SpaceX shares fell 5.24% in overnight U.S. trading to $133.91.
摩根士丹利 cut its forecast for SpaceX bond issuance by about $280 billion.
SpaceX's revenue for fiscal 2028 is forecast to reach $289 billion.
SpaceX is forecast to have a price-to-earnings ratio of 17.6 times, below the S&P 500 index's 17.7 times.
Qualcomm's Biggest 5G Partnership Yet! Teaming Up With SpaceX to Target America's Three Major Telecom Carriers
Published ・ Source Taiwan | 鉅亨網
Qualcomm and SpaceX signed a multi-year partnership to supply terrestrial 5G equipment and software for Starlink Mobile, with deployment expected in 2027. The move signals SpaceX's challenge to America's three major telecom carriers and will help Qualcomm expand its 5G infrastructure business.
Facts
Qualcomm and SpaceX signed a multi-year partnership to supply equipment and software for Starlink Mobile.
The terrestrial 5G network is expected to be deployed at tens of thousands of large cell sites starting in 2027.
SpaceX will use Qualcomm Dragonwing mobile network infrastructure hardware and software.
Starlink accounted for 36% of the company's revenue and 85% of its operating profit in the third quarter.
SpaceX announced last month that it had reached an agreement to acquire a nationwide portfolio of spectrum in the 800MHz band.
SemiAnalysis: OpenAI and Anthropic Are Snapping Up All the World's New Computing Capacity
Published ・ Source Taiwan | 鉅亨網
SemiAnalysis founder Dylan Patel said OpenAI and Anthropic are booking large amounts of the world's newly added computing capacity, creating market concentration and supply-demand imbalances, pushing up chip rental prices and making it difficult for emerging companies to secure capacity.
Facts
Global computing capacity has surged from 60 gigawatts at the end of 2024 to more than 100 gigawatts by the end of this year.
The total computing capacity owned by OpenAI and Anthropic has soared from 4 GW at the end of last year to 10 GW this year.
The median one-year contract rental price for 輝達 H100 data center chips has reached $2.80.
Original自建1百萬瓦B300叢集五年營運折舊年化成本約900萬美元。
Running DeepSeek V4.1 Flash on 1 MW of computing capacity at 60% utilization could generate annual revenue of about $70 million.
SemiAnalysis evaluated 323 cloud providers worldwide in its ClusterMAX assessment, and only 19 received an endorsement badge.
Global AI capital spending is forecast to reach $11 trillion by the end of 2029.
Expanding table purchasing in Sendai, Miyagi Prefecture | 買取マクサス仙台泉店 launches new initiative in partnership with SELUNO on Nov. 1
Published ・ Source Japan | PR TIMES
買取マクサス仙台泉店, operated by 株式会社わたるコーポレーション, will partner with furniture distributor SELUNO from Nov. 1, 2026, to step up purchases of branded tables. The eligible brands include カリモク and 飛騨産業, among 5 companies, and qualifying models will be covered by a purchase guarantee of at least 5,000 yen.
Expanding pre-move-out checks for large dish cabinets in Sendai, Miyagi Prefecture | 買取マクサス仙台泉店 strengthens checks of removal routes and disassembly feasibility; eligible brands covered by a 5,000-yen purchase guarantee
Published ・ Source Japan | PR TIMES
買取マクサス仙台泉店 in Sendai, Miyagi Prefecture, will strengthen its appraisal process from Nov. 1, 2026, by checking in advance the removal route and whether large dish cabinets can be disassembled. It will offer a 5,000-yen purchase guarantee on select models from パモウナ, 綾野製作所 and ニトリ.
Expanding eligible branded sofas for purchase in Miyagi Prefecture | 買取マクサス仙台泉店 taps sales channels through its partnership with SELUNO; launch set for Nov. 1
Published ・ Source Japan | PR TIMES
買取マクサス仙台泉店, operated by 株式会社わたるコーポレーション, will expand its eligible sofa purchases through its partnership with SELUNO from Nov. 1, 2026, and guarantee a purchase price of at least 8,000 yen for designated brands and models.
Facts
From Nov. 1, 2026
We guarantee a purchase price of at least 8,000 yen
Expanding appraisal services for OLED TVs in Sendai, Miyagi Prefecture | 買取マクサス仙台泉店 strengthens appraisal criteria and removal checks for large TVs; a 20,000-yen purchase guarantee for sets of 47 inches or larger
Published ・ Source Japan | PR TIMES
買取マクサス仙台泉店 in Sendai, Miyagi Prefecture, expanded its appraisal services for large TVs, including OLED TVs, from Oct. 24, 2026, strengthening checks of screen condition and advance confirmation of removal routes. It is also offering a 20,000-yen purchase guarantee for LCD and OLED TVs that are 47 inches or larger and were purchased within the past 3 years.
Expanding eligible beds and mattresses for purchase in Sendai, Miyagi Prefecture | 買取マクサス仙台泉店 launches new system in partnership with SELUNO
Published ・ Source Japan | PR TIMES
買取マクサス仙台泉店, operated by 株式会社わたるコーポレーション, will partner with SELUNO from Nov. 1, 2026, to expand its eligible bed and mattress purchases. It guarantees a purchase price of at least 5,000 yen for qualifying models from designated brands, including シモンズ, テンピュール and マスターウォール.
Facts
From Nov. 1, 2026
We guarantee a purchase price of at least 5,000 yen
KKT合同会社 makes an LP investment in regional-issue-solving VC fund CJS2号ファンド
Published ・ Source Japan | PR TIMES
KKT合同会社 invested as an LP in 地域と人と未来CJS2号投資事業有限責任組合 (CJS2号ファンド), managed by 地域と人と未来株式会社. The fund held its final close on Nov. 4, 2026, with 17 operating companies, 10 financial institutions and 5 individual investors participating.
Launching air conditioner removal and collection support in Miyagi Prefecture | 買取マクサス also offers consultations on older air conditioners; purchase guarantee of up to 20,000 yen for units purchased within the past 3 years
Published ・ Source Japan | PR TIMES
買取マクサス仙台泉店 in Izumi Ward, Sendai, Miyagi Prefecture, will begin offering consultation support for air conditioner removal and collection from Oct. 24, 2026. It will offer a purchase guarantee of 5,000 yen for single-person-use units and 20,000 yen for family-use units purchased within the past 3 years.
Already going into a 5th printing! 「ATMおじさん 異世界でモテ期が止まらない！1」: Neither his popularity with women nor the reprints are stopping! An otherworldly ecchi battle fantasy from 林達永, original creator of 「ドローイング」
A new hub for health is opening in Toyosu! Personal gym THE PERSONAL GYM豊洲店 opens!
Published ・ Source Japan | PR TIMES
First fit株式会社 will open personal gym THE PERSONAL GYM豊洲店 in Toyosu, Koto Ward, Tokyo, on Nov. 1, 2026. It features some of the lowest prices in the industry and a high customer retention rate, and aims to revitalize the Toyosu area through partnerships with local businesses and support for corporate health management.
Facts
Original1回あたり6,500円
7,150 yen including tax
A retention rate of over 90%
Up to 2 people can train at the same time
Opening date: Nov. 1, 2026
Companies mentioned：First fit株式会社、THE PERSONAL GYM、ツエーゲン金沢
In the U.S. midterm elections, 共和黨 lost control of both the House of Representatives and the Senate. 白宮 posted a message on social media platform X stressing that 川普 “is still your president,” alongside a photo of him in the Oval Office.
5 rescued in residential fire in Hukou Township, Hsinchu County; 3 taken to hospital
Published ・ Source Taiwan | 中央社 CNA
A residential fire broke out last night in the area around Dehe Road in Hukou Township, Hsinchu County. Firefighters rescued 5 people trapped on a fifth-floor balcony, and 3 were taken to hospital for smoke inhalation or feeling unwell. The cause of the fire is under investigation.
Mississippi Senate race tight in deeply red state; with 97% counted, candidates separated by just 28 votes
Published ・ Source Taiwan | 中央社 CNA
The U.S. Senate race in Mississippi is tight, with Republican incumbent Hyde-Smith and Democratic challenger Koren separated by just 28 votes with 97% of ballots counted. If Koren wins, he will become the state’s first Democratic U.S. senator since 1982 and its first Black U.S. senator since Bruce.
U.S. ADP jobs report for October beats expectations; private employment rises by 86,000, wages grow strongly
Published ・ Source Taiwan | 中央社 CNA
The ADP report showed that private-sector employment in the U.S. increased by 86,000 in October, with strong wage growth and the services sector as the main driver.
Facts
U.S. private companies added 86,000 jobs last month
U.S. gubernatorial elections: Democrats win historic victories in Texas and Georgia
Published ・ Source Taiwan | 中央社 CNA
In U.S. gubernatorial elections, Democrats scored historic victories in key states including Texas and Georgia. If they gain at least 2 seats net, they will control more than half of the state governments.
Facts
There were 36 gubernatorial races in this election
If Democrats can gain at least 2 seats net
Abbott’s campaign spending was nearly 8 times that of O’Rourke’s
A record of controlling more than half of the state governments for the first time since 2010
Become the first Democrat elected governor of Texas since 1990
The state’s first gubernatorial election since 2006 in which the incumbent did not win reelection
French institutions hit by cyberattacks; bank reportedly loses more than NT$4.3 billion, blood storage facility reaches 110°C
Published ・ Source Taiwan | 中央社 CNA
The French bank 阿爾凱亞互助信貸銀行 was hit by a cyberattack, with the amount involved reportedly reaching US$100,003,300. Hackers also attacked a cold-storage facility at 法國國家血液中心 and changed the temperature setting to 110°C, but there was no impact on health.
谷歌 to invest US$15 billion in Malaysia; Anwar says move will help propel country into Southeast Asia’s digital powerhouse
Published ・ Source Taiwan | 中央社 CNA
谷歌 announced it will invest US$15 billion in Malaysia between 2027 and 2028 to develop digital infrastructure. Malaysian Prime Minister Anwar said the move would help the country become a digital powerhouse in Southeast Asia.
After canvassing, Chiang Wan-an visits Wu Yi-hsuan campaign headquarters: KMT-TPP cooperation will grow closer
Published ・ Source Taiwan | 中央社 CNA
After canvassing, Taipei Mayor Chiang Wan-an visited the campaign headquarters of Wu Yi-hsuan, a Taipei City Council candidate from 民眾黨. They exchanged views on cooperation between the KMT and 民眾黨 and the urban renewal issue at the Nanjichang Night Market. Chiang said cooperation between the KMT and 民眾黨 would definitely grow closer.
Facts
Taking more than 2 hours
Close to 10 p.m.
The 4 incumbent Taipei City Council members from 民眾黨
海洋委員會海洋保育署 issued an ocean pollution alert following the capsizing of the Yilan-registered fishing vessel 「金瑞祥8號」. The affected area is about 27.5 nautical miles north of Bitoujiao.
內政部消防署 issued a major fire incident alert for an apartment building at Lane 69, Dongnan Street, East District, Hsinchu City, urging the public to avoid gathering to watch and to plan ahead to avoid the alert area.
台灣自來水公司 is conducting a functional test of water shutoff valves ahead of district metering area network construction in parts of Zhongliao Township and Caotun Township, Nantou County, resulting in phased water outages.
The 水利署 issued an updated notice on the free overflow of Baoshan No. 2 Reservoir into the Shijing River, affecting Baoshan Township, Emei Township, and Hsinchu City's East District, North District and Xiangshan District in Hsinchu County. Residents along the river are advised to stay alert and keep away from the riverbed.
台灣自來水公司 is carrying out work to install water meters in the 0103 district, resulting in a localized water outage in parts of Haipu Village, Lukang Township, Changhua County.
Health Calendar | Life can feel dull at times, but running brings a breeze - Heho健康
Published ・ Source Taiwan | Heho健康
Long-term high stress and sitting for extended periods can lead to autonomic nervous system dysfunction among office workers. Active recovery through jogging or walking can activate the parasympathetic nervous system and relieve fatigue.