# AI News 180m Report｜2026-11-05 18:00–21:00 JST｜Page 4 of 4

One place for news and notices from 2 countries/regions: Taiwan, 184 items from 4 sources; Japan, 131 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## 〈Hong Kong stocks after the close〉Tech and auto stocks surge across the board; Hang Seng Index jumps about 900 points, tech index soars more than 5%

- Published: 2026-11-05T17:42:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6648105
- anchor: #n3749214
- Companies mentioned: 恒生指數、恒生科技指數、國企指數、網易、小米集團、阿里巴巴-W、騰訊控股、京東集團、Ceconomy、美團、百度集團、快手、金蝶國際、金山雲、理想汽車-W、蔚來-SW、吉利汽車、零跑汽車、小鵬集團、贛鋒鋰業、寧德時代、中國石油股份

Hong Kong stocks rebounded strongly Thursday (5日), with the Hang Seng Index gaining nearly 900 points and the tech index soaring more than 5%. Tech stocks including Alibaba, Tencent and Xiaomi rallied, while auto stocks also rose across the board. However, southbound Stock Connect recorded a net outflow of HK$21.3 billion.

Facts:
- 恒生指數 jumped 3.67%, or nearly 900 points, to close at 24,796.98.
- 恒生科技指數 surged 5.55% to close at 4,154.29.
- Southbound Stock Connect recorded a net outflow of HK$21.326 billion.
- 阿里巴巴-W surged 8.45%, benefiting from Apple's AI service officially launching in mainland China and Siri's deep integration with the Qwen model.
- 騰訊控股 shares jumped 7.17% after the latest Hunyuan model, Hy4, went live. Full-day turnover reached HK$24.169 billion.
- 理想汽車-W surged 8.94%, while 蔚來-SW rose 6.95%.
- Brent crude plunged more than 10% in a single day, dragging 中國石油股份 down 4.16%.

## 〈Mainland stocks after the close〉Buying lifts Shanghai and ChiNext indexes; all 3 major indexes rise

- Published: 2026-11-05T17:30:03+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647108
- anchor: #n3749215
- Companies mentioned: Wind、華泰證券、國聯民生

China's 3 major A-share indexes opened lower Thursday (5日) before turning positive and moving higher. The Shanghai Composite, Shenzhen Component and ChiNext indexes closed up 0.1%, 1.19% and 0.87%, respectively, with turnover rising to RMB 2.1179 trillion. 華泰證券 and 國聯民生 said brokerage stocks are valued at low levels and offer allocation value, while investors should watch the quality of cash flows from AI computing power and applications in technology stocks.

Facts:
- The Shanghai Composite closed up 0.1% Thursday at 3,689.91 points.
- Turnover on the two exchanges was RMB 2.1179 trillion, up RMB 80.2 billion from the previous trading day.
- A total of 4,868 stocks rose and 623 fell across the 2 exchanges and the Beijing Stock Exchange.
- 華泰證券 advised investors to seize strategic allocation opportunities in brokerage stocks.
- 國聯民生 said AI computing power and applications with commercial deployment are key variables for technology stocks.

## U.S. midterm elections fuel AI regulatory concerns; tech selloff drags Nikkei down 1.66%

- Published: 2026-11-05T17:20:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647980
- anchor: #n3749216
- Companies mentioned: 愛德萬測試、東京威力科創、古河電工、村田製作所、豐田汽車、迅銷、帝人公司、野村證券、東洋證券

Japanese stocks fell Thursday as U.S. midterm elections fueled concerns about AI regulation, prompting a selloff in technology stocks that sent the Nikkei down 1.66% to a nearly 3-month low. In contrast, the TOPIX rebounded and closed up 1.2%, supported by traditional industries, leaving the 2 indexes sharply at odds.

Facts:
- The Nikkei closed down 1.66%, or 1,030.63 points, at 61,158.00, its lowest level in nearly 3 months.
- The TOPIX rebounded to close up 1.2%, a 2.94-percentage-point difference from the Nikkei's change.
- The yen recovered to around 157.90 against the U.S. dollar.

## Record high! Global DRAM revenue surges 369% in this year's Q3; Samsung leads with 38% share, SK海力士 widens lead over Micron

- Published: 2026-11-05T17:20:04+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647979
- anchor: #n3749217
- Companies mentioned: 三星電子、SK海力士、美光科技、長鑫科技、Counterpoint Research

Global DRAM revenue hit a record, surging 369% in this year's Q3. Samsung led with a 38% market share, followed closely by SK海力士 at 29%, with Micron in third place at 21%. AI demand has made memory a scarce resource, and suppliers' results are expected to continue setting records.

Facts:
- Global DRAM market revenue soared 369% in the third quarter this year, setting a record.
- 三星電子 maintained its global lead with a 38% share of revenue.
- SK海力士's market share reached 29%, widening its lead over 美光科技.
- China's 長鑫科技, ranked fourth, saw its market share edge down from 10% to 9%.
- Counterpoint Research predicts 三星電子 could overtake SK海力士 next year to claim the top spot in the HBM market.

## 中鋼 raises December prices slightly to stabilize supply-chain purchasing costs and expand orders

- Published: 2026-11-05T17:10:17+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647973
- anchor: #n3749218
- Companies mentioned: 中鋼、中鋼(2002-TW)、日本東京製鐵、越南和發鋼廠

中鋼(2002-TW) announced a December price increase of NT$300 per metric ton, citing rising international steel prices, stronger export orders and exchange-rate factors. The move aims to stabilize supply-chain costs and expand orders.

Facts:
- 中鋼 decided to raise its December monthly prices slightly by NT$300 per metric ton.
- U.S. hot-rolled steel prices topped US$1,450 per metric ton, a nearly 4-and-a-half-year high.
- Iron ore prices consolidated around US$90 per metric ton.
- Mainland China's crude steel output fell 2.9% year over year in the first 3 quarters.
- 日本東京製鐵 raised its November prices by 3,000 yen per metric ton.

## Democrats’ sweeping victory sends U.S. stocks tumbling before a recovery; gold and silver rise as markets bet that “neither side can budge the other”

- Published: 2026-11-05T17:10:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6647627
- anchor: #n3749219
- Companies mentioned: 高盛、Stifel、景順、摩根資產管理、惠靈頓、野村、瑞穗銀行、盛寶、Monex Group、道富環球投資管理、Edward Jones

Democrats’ sweeping victory in the U.S. midterm elections, recapturing both chambers of Congress, triggered a global market reversal, with prices falling before rebounding. Markets are repricing the policy gridlock expected under a divided government, which is seen as limiting fiscal expansion and benefiting U.S. Treasuries, gold and silver, while regulatory concerns weigh on technology stocks in the short term.

Facts:
- Democrats recaptured both chambers of Congress in the U.S. midterm elections, winning in traditionally Republican strongholds including Texas and South Carolina.
- After the election, Nasdaq 100 futures fell more than 2% at one point, the Nikkei 225 fell more than 4% at one point, and VIX futures topped 20.
- Gold rose more than 2%, climbing back above the $4,000-per-ounce mark, while silver also gained.
- The 5-year U.S. Treasury yield fell 9 basis points at one point to 4.68%, while the 10-year yield fell 7 basis points to 4.89%.
- The Bloomberg Dollar Spot Index fell 0.4%, the yen rose 0.5% against the U.S. dollar, and the Swiss franc gained 0.7%.

## 2026-11-05 Institutional Trading: (Net buying) 晟德 404 lots, 美時 381 lots, 保瑞 334 lots; (Net selling) 松瑞藥 233 lots, 浩鼎 221 lots, 漢達 217 lots - 環球生技月刊

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91115&kind=20
- anchor: #n3749647
- Companies mentioned: 晟德、美時、保瑞、松瑞藥、浩鼎、漢達、東洋、高端疫苗、合一、台耀、神隆、科妍、葡萄王、大江

Institutional trading activity on November 5, 2026: 晟德, 美時 and 保瑞 ranked as the top 3 net buys; 松瑞藥, 浩鼎 and 漢達 ranked as the top 3 net sells.

## 2026-11-05 Biotech Stocks: (Gainers) 科妍 9.97%, 康霈* 9.9%, 美時 5.66%; (Losers) 漢達 9.87%, 泰合 8.29%, 台新藥 7.95% - 環球生技月刊

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91116&kind=20
- anchor: #n3749646
- Companies mentioned: 科妍、康霈*、美時、保瑞、台聯電、視陽、海昌生技、醫影、佰研、馬光-KY、漢達、泰合、台新藥、睿生光電、霈方、泰宗、上亞科技、強生*

Biotech stock performance on November 5, 2026: 科妍 led with a 9.97% gain, while 漢達 led decliners with a 9.87% loss.

## 11/05 “Biotech Stock Update” - Global Bio & Investment Monthly

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91117&kind=20
- anchor: #n3749645
- Companies mentioned: 安基生技、國璽幹細胞、啟安、敏成健康、躍獅健康、精湛光學、康霈、科妍、美時、漢達、泰合、台新藥、晟德、保瑞、松瑞藥、浩鼎

The 11/05 biotech stock update covers capital increases and merger plans at companies including 安基生技 and 國璽幹細胞; 康霈 received China NMPA approval for a Phase I clinical trial. It also lists the day’s stock gains and losses and institutional net buying and selling.

Facts:
- Capital increase of 14 million shares
- NT$60 per share
- Record date: 12/6
- Tentative merger record date: 115/12/31
- Record date tentatively set for 116/1/1
- 科妍 9.97%
- 康霈* 9.9%
- 美時 5.66%
- 漢達 9.87%
- 泰合 8.29%
- 台新藥 7.95%
- 晟德 404 lots
- 美時 381 lots
- 保瑞 334 lots
- 松瑞藥 233 lots
- 浩鼎 221 lots
- 漢達 217 lots

## 精湛光學 (2070) posted consolidated profit of NT$106 million in the first three quarters of 115, with after-tax earnings of NT$2.62 per share - 環球生技月刊

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91126&kind=21
- anchor: #n3749644
- Companies mentioned: 精湛光學、環球生技月刊

精湛光學 (2070) announced its consolidated financial report for the first three quarters of 115, reporting cumulative operating revenue of NT$601 million, pretax net profit of NT$124 million, net profit attributable to owners of the parent of NT$106 million, and basic earnings per share of NT$2.62.

Facts:
- 601,445
- 105,611
- 124,051

## 國璽幹細胞 (6704) board approves simplified merger with subsidiary 啟安, with the tentative merger record date set for 115/12/31 - 環球生技月刊

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91127&kind=21
- anchor: #n3749643
- Companies mentioned: 國璽幹細胞應用技術股份有限公司、國璽公司、啟安國際生醫投資股份有限公司、啟安公司

國璽幹細胞應用技術股份有限公司（6704）董事會決議與100%持股子公司啟安國際生醫投資股份有限公司進行簡易合併，暫定合併基準日為115年12月31日，旨在精簡管理費用及成本。

Facts:
- Direct 100% ownership
- Date of occurrence: 115/11/05

## 國璽幹細胞 (6704) board approves simplified merger with subsidiary 啟安; creditor objection period runs from 11/6 to 12/30 - 環球生技月刊

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91128&kind=21
- anchor: #n3749642
- Companies mentioned: 國璽幹細胞應用技術股份有限公司、啟安國際生醫投資股份有限公司

國璽幹細胞 (6704) subsidiary 啟安國際生醫投資股份有限公司, following a board resolution, will carry out a simplified merger with its parent company. The tentative merger record date is December 31, 115, and the creditor objection period runs from November 6 to December 30, 115.

Facts:
- 100% owned
- November 05, 115 (Republic of China calendar; hereinafter the same)
- Tentative merger record date: December 31, 115
- During the period from 115/11/06 to 115/12/30

## 國璽幹細胞 (6704): Subsidiary 啟安 to merge with parent company in a simplified merger; tentative merger record date 115/12/31 - 環球生技月刊

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91129&kind=21
- anchor: #n3749641
- Companies mentioned: 國璽幹細胞應用技術股份有限公司、國璽公司、啟安國際生醫投資股份有限公司、啟安公司、國璽幹細胞

國璽幹細胞 (6704) announced that its subsidiary 啟安國際生醫投資股份有限公司 will carry out a simplified merger with its parent company, with the tentative merger record date set for 115/12/31. The move aims to reduce management expenses and costs.

Facts:
- Direct 100% ownership
- Date of occurrence: 115/11/05

## 安基生技 (7754) plans capital increase of 14 million shares at NT$60 per share; record date 12/6 - 環球生技月刊

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91130&kind=21
- anchor: #n3749640
- Companies mentioned: 安基生技

安基生技 (7754) announced a cash capital increase of 14 million shares at an issue price of NT$60 per share. The subscription record date is set for December 6, 115, and the proceeds will be used to strengthen working capital.

Facts:
- 14,000,000 shares
- NT$60 per share
- NT$140,000,000
- 1,400,000 shares
- 12,600,000 shares

## 安基生技 (7754) plans capital increase of 14 million shares at NT$60 per share; record date 12/6 - 環球生技月刊

- Published: 2026-11-05T01:00:00+09:00
- Source: Taiwan | 環球生技月刊
- Original: https://news.gbimonthly.com/tw/invest/show.php?num=91130&range=news
- anchor: #n3749630
- Companies mentioned: 安基生技

安基生技 (7754) announced a cash capital increase, issuing 14 million shares at a subscription price of NT$60 per share. The record date is set for December 6, 115, and the proceeds will be used to strengthen working capital.

Facts:
- 14,000,000 shares
- NT$60 per share
- NT$140,000,000
- 1,400,000 shares
- 12,600,000 shares