AI “Titanic” alarm sounds—will the dollar sink too? 巴克萊 analyzes 3 fault lines in AI capital spending
Published ・ Source Taiwan | 鉅亨網
巴克萊 released a foreign-exchange strategy report saying that the strength of the U.S. economy and the stability of the AI capital expenditure cycle make the dollar attractive for investment, and recommending buying on dips. It also analyzed trends in the euro, yen and Asian currencies, saying that while AI investment carries risks, the wave is difficult to reverse.
Facts
巴克萊 said the dollar’s risk premium has fallen back to about 1%, its lowest level in more than a year.
巴克萊 cited the story of the giant ocean liner Great Eastern, built in 1858, as an analogy, saying today’s AI investment wave is a major technology investment cycle on a scale not seen since the internet boom of the last century.
巴克萊 expects hyperscale cloud providers to reach positive cash flow by the end of 2027.
Calculations indicate that if the U.S. stock market’s decline deepens, the dollar-yen exchange rate could move toward the 155 range.
Expectations for the European Central Bank’s terminal rate have fallen to around 3%, limiting the scope for further rate hikes.
黃仁勳 reportedly had an affair; “finance influencer” exposes alleged Chinese spy mistress’s background
Published ・ Source Taiwan | 鉅亨網
輝達 CEO 黃仁勳 admitted to having an affair. The woman involved, 黃樂, has been alleged to be a Chinese Communist Party spy, with the capital structure behind her pointing to companies closely tied to Zhongnanhai.
Facts
輝達 CEO 黃仁勳 admitted to having an affair and apologized in a letter to employees on the 8th.
Finance influencer 胡采蘋 said the woman involved was 黃樂, an alleged Chinese female spy.
黃樂 used the name Alice Huang to invite 黃仁勳 for drinks at a Taipei bar, then uploaded photos to LinkedIn.
黃樂 became CEO of MegaSpeed in 2023. The company’s parent company is 第七大道.
浙江世紀華通’s third-largest shareholder is 深圳華僑城資本公司, which reports directly to Zhongnanhai.
輝達 reportedly pushes 台積電 to enter 3D DRAM market; Samsung and SK海力士 defy headwinds, rallying 3% and 5%
Published ・ Source Taiwan | 鉅亨網
Samsung and SK海力士 shares rose on a rebound in U.S. stocks and favorable AI policy news. 台積電 is reportedly considering making 3D DRAM at 輝達’s request to strengthen its position in the AI supply chain.
Facts
三星電子 shares in South Korea rose 3% in early trading today (9).
SK海力士 shares in South Korea rose more than 5% in early trading today (9).
The Philadelphia Semiconductor Index closed up 4.21%.
台積電 has begun drawing up plans to produce 3D DRAM at 輝達’s request.
輝達 plans to build a network of small data centers spanning 20 states.
U.S. President Donald Trump said last Friday that he fully supports AI.
摩根士丹利: U.S. stock sell-off nearing its end; the next 2 or 3 weeks are a good time to add to positions
Published ・ Source Taiwan | 鉅亨網
摩根士丹利 strategist Mike Wilson said the U.S. stock sell-off is nearing its end and recommended adding to positions over the next 2 to 3 weeks. Despite the sharp drop in U.S. stocks on Nov. 5, Wall Street analysts are broadly optimistic, with the average year-end target for the S&P 500 at 7,973 points.
Facts
摩根士丹利 chief U.S. equity strategist Mike Wilson believes the next 2 to 3 weeks are a good time to increase risk exposure.
Mike Wilson stands by his year-end target of 8,000 points for the S&P 500.
Original亞德尼研究公司首席投資策略師埃德·亞德尼認為AI泡沫正在放氣但未破裂。
Seaport Global Holdings chief equity strategist Jonathan Golub estimates that the S&P 500 will close the year at 8,200 points.
Data compiled by 《彭博》 show that the average year-end target for the S&P 500 is 7,973 points.
The Philadelphia Semiconductor Index rose more than 4% on Nov. 6.
Companies mentioned：摩根士丹利、亞德尼研究公司、Seaport Global Holdings、《彭博》
After a turbulent shakeout... 00939 tops Taiwan stock market’s domestic ETF performance rankings, beating market-cap ETFs
Published ・ Source Taiwan | 鉅亨網
統一 Taiwan High Dividend Momentum ETF (00939) claimed the top spot among domestic ETFs with a 58.5% return, while setting a new high for dividend payouts. Its fund manager is optimistic that AI and cloud spending will support the outlook, emphasizing the defensive value of high-dividend stocks.
Facts
統一 Taiwan High Dividend Momentum (00939-TW) has posted a 58.5% return so far this year, ranking first among domestic ETFs.
元大 MSCI Financials (0055-TW) ranked second among domestic ETFs with a 53.05% return.
統一 Taiwan High Dividend Momentum (00939) will distribute NT$0.15 per beneficial unit this month, a record high since its listing.
Since its launch, 統一 Taiwan High Dividend Momentum (00939) has successfully filled the dividend gap after every distribution.
00939 fund manager Lin Liangyi said AI fundamentals have not yet weakened, and cloud capital spending is expected to continue expanding next year.
富邦 Flagship 50 (009802-TW) ranked third among domestic ETFs with a 49.02% return.
U.S. Defense Secretary Hegseth faces impeachment threat! Lawmakers from both parties apply pressure, but Trump backs him
Published ・ Source Taiwan | 鉅亨網
U.S. House Democratic Leader Hakeem Jeffries publicly backed impeaching Defense Secretary Hegseth, accusing him of abusing his power and precipitating the war against Iran. Despite Trump’s strong support for Hegseth, lawmakers from both parties are applying pressure, and articles of impeachment could be introduced as early as this week.
Facts
U.S. House Democratic Leader Hakeem Jeffries publicly backed impeaching Defense Secretary Hegseth.
Jeffries accused Hegseth of abusing his power and precipitating the war against Iran.
Trump praised Hegseth’s performance, saying he played a key role in winning two wars.
Republican Rep. Thomas Massie of Kentucky said articles of impeachment would definitely be reintroduced after Congress reconvenes.
Democratic lawmakers are expected to hold their first meeting on Tuesday to discuss whether to introduce an impeachment resolution.
China’s National Bureau of Statistics released October economic data, showing that the CPI rose 0.7% year over year and the PPI increased 5.7%, reflecting a generally moderate rise in prices.
Facts
China’s October consumer price index (CPI) rose 0.7% from a year earlier.
China’s October producer price index (PPI) rose 5.7% year over year.
The average CPI for January–October rose 0.9% from the same period a year earlier.
Food prices fell 2.9% in October.
Non-food prices rose 1.5% in October.
Prices paid by industrial producers rose 7.9% from a year earlier.
The average PPI for January–October rose 2.7% from the same period a year earlier.
Bones and dumbbells fished up near Kaohsiung’s Chenggong Bridge; prosecutors do not rule out that remains belong to Zhang Jiezong’s sister-in-law ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
Kaohsiung police retrieved a plastic bag containing bones and dumbbells near Chenggong Bridge. After DNA testing, prosecutors said they could not rule out that the remains belonged to the sister-in-law of Zhang Jiezong, a suspect in a serial murder and dismemberment case (a woman surnamed Chang Huang).
Huang Renxun admits to affair in letter; 輝達 launches investigation into intelligence leak ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
輝達 CEO Huang Renxun admitted to an affair in an internal letter and apologized. In response to U.S. intelligence agencies’ claim that he had close ties to Megaspeed’s executive, who is suspected of spying for China, 輝達’s board launched an independent investigation to ensure national security.
The 2026 Youth Olympic Games opened in Dakar, Senegal. Although it is the continent’s first Olympic event and has received recognition from the 國際奧會, local residents face economic hardship due to rising prices, unemployment and livelihoods disrupted by construction for the Games, and enthusiasm for the event is low.
Facts
A total of 8 venues are being used for the Games.
More than 6000 volunteers are helping run the event.
The price per kilogram has risen from 3000 to 5500 West African francs.
Equivalent to a rise from about NT$168 to NT$308 per kilogram.
Youth unemployment is about 23%.
The Senegalese government pledged to invest 360億 West African francs.
Equivalent to NT$1.968 billion.
31% of it is being used to renovate sports venues.
Residents escape after 6-day Russia-Ukraine ceasefire, exposing hardships in Russian-occupied areas ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
Russia and Ukraine reached a 6-day partial ceasefire brokered by the United States, allowing residents of the Kherson region to evacuate and reunite with loved ones. The truce also brought to light the food shortages, scarcity of supplies and struggle for survival facing residents in occupied areas and frontline villages, as well as the inflation and rising cost of living caused by the war inside Russia.
Facts
Separated from loved ones for nearly 5 years
Lost 20 kilograms in a year
Less than 2 kilometers from Russian-controlled territory
Water, electricity and heating bills amount to 1.2萬 rubles
Lula wins reelection; future of Amazon rainforest conservation draws attention ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
Brazilian President Lula won reelection with nearly 52% of the vote, raising hopes that policies to protect the Amazon rainforest will continue. Official figures show that the deforested area fell 42% over the past year. Lula pledged to end illegal deforestation and restore land by 2030, but faces development pressures and political wrangling over oil exploration and road construction.
Facts
Nearly 52% of the vote
His 4th presidential term
Achieve the goal of zero deforestation in the Amazon rainforest by 2030
6 tenths of the Amazon rainforest lies within Brazil
After Lula took office for a 3rd time in 2023
The deforested area fell sharply by 42% over the past year
The lowest level since records began in 1988
Restore 6 million hectares of land
Add another 18 million hectares by 2050
Close to 7 tenths of the vote
Oil and gas resources were also reportedly discovered in August this year (2026).
Arab parties’ 19 seats back Eisenkot; Netanyahu in a bind ｜ PTS News PNN
Published ・ Source Taiwan | 公視新聞
Israel’s election results are in, with National Unity Party leader Eisenkot receiving the backing of 19 seats, including those held by Arab parties, and a total of 67 lawmakers recommending him—more than the 61 seats needed for a majority. Netanyahu’s camp saw its actual number of recommendations fall to 46 after the ultra-Orthodox United Torah Judaism party declined to recommend a candidate. Eisenkot stressed that he would form a government as soon as possible to avoid another election, but cross-bloc cooperation still faces political and religious divisions, as well as ethnic violence.
Facts
Held 56 seats in parliament
Held 53 seats
An ultra-Orthodox party with 7 seats
The actual number of recommendations fell to 46 seats
The U.S. midterm election results showed a sweeping Democratic victory. The party not only won a majority of seats in the House of Representatives but also flipped several states to regain control of the Senate, turning the Trump administration from one-party control into a lame-duck government. The result was seen as voters punishing Trump for his policies, while also revealing the risk of a potential split within the Democratic Party between its progressive and establishment wings.
Facts
Of the 35 seats up for election in the Senate
Democrats originally needed to gain just 4 seats net to secure a majority
Democrats flipped 7 states in total
Democrats have already swept at least 245 seats
Trump, whose approval rating has fallen to 35%
will bring a ripple effect to U.S. politics for 6 to 12 years
In fact, during the 2010 midterm elections under Obama
Democrats suffered a major loss of 63 seats
during the administrations of Clinton in 1994 and Reagan in 1982
Don't use this election to speculate about 2028 or the future
as the United States marks the 250th anniversary of its founding
British adventurer walks around the world for 28 years, swims across the English Channel to return home | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
British adventurer Karl Bushby has completed an extraordinary 28-year, 50,000-kilometer trek around the world, returning to his hometown of Hull in England after swimming across the English Channel.
Vietnam launches electric barge, cutting carbon emissions by 778 metric tons a year | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
An electric barge operated by 法國達飛海運 has begun service in Ho Chi Minh City, Vietnam. The 80-meter-long vessel runs between the Cai Mep port complex and an inland logistics hub, with a designed annual capacity of more than fifty thousand standard containers. The initiative aims to reduce diesel consumption and carbon emissions, cutting emissions by 778 metric tons a year, and uses solar panels to generate power. International sportswear brand Nike is its first customer, helping promote the development of green logistics in Vietnam.
Facts
Can reduce carbon dioxide emissions by 778 metric tons a year
The electric barge is 80 meters long
It has 4 large battery containers at the stern
Takes about 4 hours to charge
A round trip of 180 kilometers
Designed annual capacity of more than fifty thousand 20-foot equivalent units
About five thousand square meters of solar panels installed
Currently, about eight tenths of Vietnam's freight is transported by road
Japan's consumer market gets swept up in the soothing trend of squishy toys | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
A soothing trend for squishy toys has swept Japan's consumer market, attracting buyers of all ages looking to relieve stress. Experts say the toys' tactile feel can promote oxytocin secretion, but some imported products have raised safety concerns after tests detected benzene, formaldehyde and plasticizers. A Tokyo company is adjusting its target age group and applying for the ST Mark to expand its market while ensuring safety.
Facts
Regulations require buyers to be at least 12 years old
Contains phthalates at 6.6 times the permitted level
Restricted to those aged 15 and older
Expand the consumer age range to include children under 14
After 6 years of work, Ilulissat Airport in Greenland has completed an expansion, including a new 2,200-meter runway to accommodate A330-800 aircraft. The project aims to promote economic independence through tourism. Local officials stressed the importance of diversifying the economy and developing infrastructure in the pursuit of independence. The runway at Nuuk Airport, the capital, was also extended in 2024.
Facts
Original來自格陵蘭當地的出資比例達3分之2
It took more than 6 years to complete the new runway
The Indian epic film Ramayana: The Legend Rises was made on a $500 million budget by teams from 寶萊塢 and 好萊塢. The cast includes Kapoor, Yash and Pallavi, with Tiwari directing. Hans Zimmer and A. R. Rahman were invited to compose the score, and AI technology is being used to adjust lip movements to promote the film to global audiences.
Agatha Christie book exhibition in England reveals the mysterious life of the queen of crime fiction | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
To mark the 50th anniversary of Agatha Christie's death, an immersive book exhibition is showcasing her manuscripts, costumes and rare items, revealing the mysterious life and creative inspirations of the queen of crime fiction.
US military bombs “merchant ship that crossed the line” in Gulf of Oman, expands restrictions on Iran’s land and sea trade | PTS News PNN
Published ・ Source Taiwan | 公視新聞
The US military destroyed the Hu Da, a merchant ship that had docked at an Iranian port, in the Gulf of Oman to expand its naval blockade of Iran. Meanwhile, the Iran-backed Houthi movement in Yemen attacked Saudi Arabia, damaging facilities belonging to 沙烏地阿美公司, while airstrikes in Yemen killed at least 40 people.
“Coattail effect” from Chiang-Shen campaigns spills over; Blue and White parties appear in Zhubei for cross-district campaigning | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
Campaign events by Chiang Wan-an and Shen Po-yang have sparked controversy over misuse of public resources and violations of drone regulations, while the Blue and White parties have shown signs of cooperation with cross-district campaigning in Zhubei.
Facts
Academics form support group to back candidate No. 8
A train collision occurred on the Ayat section of railway in Egypt, leaving at least 7 dead and 125 injured. Major accidents occurred on the same stretch in 2002 and 2009, prompting public calls for the transport minister to resign.
Nearly 247 fewer pharmacies last year amid drug shortages, stagnant dispensing fees, and rising rent and labor costs | PTS News PNN
Published ・ Source Taiwan | 公視新聞
The number of retail pharmacies in Taiwan fell by nearly 247 last year. Community pharmacies face business challenges including frozen dispensing fees, rising rent and labor costs, drug shortages, and excess stock of medicines.
How should wounds be treated to reduce the risk of scarring? Doctor debunks common myths - Heho健康
Published ・ Source Taiwan | Heho健康
The article discusses how to treat wounds such as scrapes from falling off a bike or playing sports, and cuts sustained while cooking, and has a doctor debunk common myths about whether they will leave scars.