AI News 180m Report

2026-11-09 18:00–21:00 JST

281 received, 281 listed, 5 sources ・ Page 3 of 3

One place for news and notices from 2 countries/regions: Taiwan, 181 items from 4 sources; Japan, 100 items from 1 source.

One edition every 180 minutes: every item from every source received in the period, with the original link.

Taiwan | 風傳媒 (continued)(60)

No vinegar or ice cubes needed to cook rice in a rice cooker! Insiders add “1 ingredient” for guaranteed fluffy, fragrant rice with distinct grains and no sogginess

Published ・ Source Taiwan | 風傳媒

A Threads user shared her husband’s tip of adding a few drops of cooking oil when cooking rice, a technique he learned in the military that can make the rice fragrant and fluffy. The post sparked widespread discussion, with users confirming the effect of adding oil and sharing other ways to improve rice texture, including using liquor, honey and ice water.

Facts

  • A user shared her husband’s rice-cooking secret: add a few drops of cooking oil to make the rice fragrant and fluffy.
  • The purpose of adding oil is to let it combine with water vapor and form a film on the outer surface of the rice grains, keeping each grain separate.
  • Users pointed out that rice cooked with oil may develop a rancid smell if refrigerated for too long.
  • An izakaya staff member recommends a rice-to-water ratio of about 1:1 to 1:1.2.
  • One user said honey is currently their favorite addition, followed by rice wine and oil.
  • A user shared that coconut water can be used instead of water to cook rice, and is said to make it fragrant and delicious.

A playground for all ages celebrating the local honey fruit industry: “Jiuguan Honey Fruit Paradise” in Puxin Township officially opens

Published ・ Source Taiwan | 風傳媒

Changhua County Magistrate 王惠美 presided over the opening ceremony of Jiuguan Honey Fruit Paradise in Puxin Township on the 9th. The park was built at a cost of NT$25 million, with local grape, guava and mango industries as its theme, and offers an inclusive recreational space for all ages.

Facts

  • Changhua County Magistrate 王惠美 attended the opening ceremony of “Jiuguan Honey Fruit Paradise” in Puxin Township on the morning of the 9th.
  • Jiuguan Honey Fruit Paradise takes Puxin Township’s local “three honey” industries—grapes, guava and golden honey mangoes—as its design theme.
  • The county government provided the full NT$25 million budget for the comprehensive renovation of Jiuguan Park.
  • The park features a 6-meter-tall “Honey Fruit Tree Tower” paired with an exciting slide approximately 7.5 meters long.
  • The county government has launched the “Changhua Parks: Fun and Beautiful” digital stamp-collecting campaign. From now until Jan. 31, 116, participants can redeem a limited-edition building block set.
  • The county government is funding the new construction of restrooms at Jiuguan Park with NT$7.26 million, and they are expected to open by the end of August 116.

Pneumonia remains the nation’s 3rd-leading cause of death; doctor warns of deadly pneumonia after flu

Published ・ Source Taiwan | 風傳媒

The Taiwan Academy of Family Medicine issued a warning on World Pneumonia Day, saying pneumonia is the nation’s third-leading cause of death and that cases of invasive pneumococcal disease (IPD) reached a recent high in 2024. Experts recommend that adults assess vaccination with new vaccines such as PCV21 based on local epidemiological trends, particularly to protect against highly lethal types such as 15A, 23A and 35B.

Facts

  • Pneumonia has long ranked 3rd among the nation’s top 10 causes of death.
  • The number of confirmed cases of invasive pneumococcal disease (IPD) in 2024 reached its highest level for the same period since 2020.
  • About 1 in 4 cases of community-acquired pneumonia in Taiwan are associated with pneumococcal infection.
  • For patients hospitalized with influenza viral pneumonia who then develop a bacterial infection such as pneumococcal disease, the risk of death increases by about 3.4 times.
  • Among adults aged 45-64, the PCV21 vaccine covers about 84% of the serotypes that cause IPD.

“Zheng Department Store” keeps churning out merchandise, but activity centers remain unbuilt? Chen Kuan-yu slams Cheng Chao-fang for prioritizing publicity over construction

Published ・ Source Taiwan | 風傳媒

Zhubei city representative candidate Chen Kuan-yu cited procurement website data, accusing Hsinchu County commissioner candidate Cheng Chao-fang of overseeing a total of 29 failed bids for activity centers in 五 villages during his tenure. Chen also criticized him for prioritizing personal image-building and promotion (“Zheng Department Store”) over basic infrastructure.

Facts

  • Since Cheng Chao-fang took office, projects to build activity centers in 五 villages have had a total of 29 failed bids.
  • A single project for a community hall in Beixing Village, Zhubei City, has had as many as 10 failed bids.
  • Chen Kuan-yu criticized Cheng Chao-fang for distributing a large quantity of personal-branded merchandise, including hand soap, tote bags and water bottles.
  • Chen Kuan-yu posed 三 questions to Cheng Chao-fang about the reasons for the failed bids and plans to address them.
  • Chen Kuan-yu questioned whether Cheng Chao-fang used taxpayers’ money to hold events resembling personal fan meetings.

Helping people with disabilities find suitable, stable employment: Taichung City Labor Bureau’s vocational rehabilitation service system for people with disabilities

Published ・ Source Taiwan | 風傳媒

The Taichung City Government Labor Bureau promotes vocational rehabilitation services for people with disabilities, establishing multiple service points and simulated workplaces at its Dream Lab. In 114, it served 1,342 people, helping more than 300 find jobs. Individualized plans and support services help people with disabilities enter the workforce and stay employed.

Facts

  • The Taichung City Government Labor Bureau has set up vocational rehabilitation service points for people with disabilities at the Taiwan Boulevard City Hall Building, Shalu Labor Service Center, Yangming City Hall Building and East District Labor Service Center.
  • Since 114, the bureau has served 1,342 people with disabilities and successfully helped more than 300 find suitable, stable employment.
  • The Labor Bureau has created simulated workplaces called “Dream Lab” at the East District and Shalu District Labor Service Centers, covering the food service and manufacturing sectors.
  • In 114, the Dream Lab held 18 rounds of experiential activities, with 134 participations by people with disabilities. Of those, 47 participations resulted in employment, for an employment rate of 56.6%.
  • Supported employment services include simplifying complex tasks into illustrated standard steps, helping people with disabilities, such as Xiao Ming, who has a severe hearing impairment, adapt to the workplace.

His father showed up despite feeling unwell! Lin Yang-ting makes an emotional appeal at rally: “I’m 35 years behind Dad, and I’ll work hard to catch up”

Published ・ Source Taiwan | 風傳媒

Lin Yang-ting, a Kuomintang candidate for the Taipei City council seat representing Shilin and Beitou, held a campaign rally attended by 千 supporters. His father, former councilor Lin Rui-tu, attended despite being ill. Political figures including Chiang Wan-an and Jaw Shaw-kong came to show their support. Lin Yang-ting vowed to follow in his father’s footsteps and continue serving the local community.

Facts

  • Lin Yang-ting held a joint campaign rally and campaign headquarters opening in Beitou, drawing more than 千 supporters.
  • Lin Rui-tu served 六 terms as a Taipei City councilor and 一 term as a legislator. He lost his 2022 reelection bid by 456 votes.
  • Chiang Wan-an praised Lin Yang-ting for carrying on his father’s commitment to serving the local community and encouraged him to forge his own path by drawing on his grassroots experience.
  • Jaw Shaw-kong described the legacy between Lin Yang-ting and his father as “actions speak louder than words,” saying he believes Lin Yang-ting can carry on the spirit of serving local residents.
  • Lin Yang-ting said his father left him not only political experience but also a sense of responsibility toward local residents.

Concerned for rice farmers facing disaster losses and operating at a loss, Chang Chia-chun urges Xiluo Farmers’ Association to lend a hand and buy rice above market rates

Published ・ Source Taiwan | 風傳媒

Original受薔琵颱風與極端氣候影響,西螺稻作減產21%。立委張嘉郡協調西螺鎮農會以優價收購,並向農業部爭取延遲性災損補助,以守護農民權益。

Facts

  • Rice production in the Xiluo area is expected to be down about 21% from the same period last year due to extreme weather and Typhoon Saola.
  • 西螺鎮農會 pledged to buy rice at prices above market rates to help farmers.
  • Legislator Chang Chia-chun asked the Ministry of Agriculture to include all agricultural products in Yunlin County in cash subsidies for delayed disaster losses.
  • Typhoon Saola caused rice grains to be underfilled, shriveled or black-husked, or to have empty husks.
  • 西螺鎮農會 statistics show that the average yield of wet paddy rice in this crop season is about 12,000 Taiwanese catties per hectare.

Companies mentioned:西螺鎮農會

Original當街隨機射殺行人!波蘭驚傳隨機槍擊案,6人不幸喪命 檢方:槍手受極右翼思想啟發

Published ・ Source Taiwan | 風傳媒

Original波蘭克拉科夫市中心爆發隨機槍擊案,致6死16傷。檢方指槍手受極右翼思想啟發,警方在其住所發現其父母與妹遺體。總理圖斯克定性為恐攻,宣布全國哀悼。

Facts

  • A shooting in central Krakow, Poland, left at least 六 people dead.
  • Poland’s National Prosecutor’s Office classified the incident as a terrorist crime.
  • Police found the bodies of 三 of the gunman’s relatives at his home.
  • The attacker was a 25-year-old Polish man who possessed military-grade weapons.
  • Polish Prime Minister Tusk declared 兩 days of national mourning.

Neither “New Life Begins” nor “Moonlit Reunion” takes the top spot! Top 10 mainland Chinese dramas starring Tian Xiwei: No. 一 beats “The Marriage of the Di Daughter”; too good to miss

Published ・ Source Taiwan | 風傳媒

《網路溫度計DailyView》 released its ranking of the top 10 dramas starring Tian Xiwei by online buzz over the past year, with “Pursuit of Jade” taking the top spot and “The Marriage of the Di Daughter” placing second. The article looks back at the performances and discussion around titles ranging from 《田耕紀》 at position 第十 to 《天才,女友》 at position 第四.

Facts

  • 《網路溫度計DailyView》 used 《KEYPO大數據關鍵引擎》 to survey online buzz around dramas starring Tian Xiwei over the past year.
  • 《逐玉》 tops the ranking of dramas starring Tian Xiwei by online buzz.
  • 《田耕紀》 ranked 第十 on the list, with 384 mentions online.
  • 《如此可愛的我們》 ranked 第九 on the list, with 471 mentions online.
  • 《半熟男女》 ranked 第八 on the list, with 538 mentions online.
  • 《大奉打更人》 ranked 第七 on the list, with 1,316 mentions online.
  • 《低智商犯罪》 ranked 第六 on the list, with 1,512 mentions online.
  • 《子夜歸》 ranked 第五 on the list, with 1,569 mentions online.

Companies mentioned:《網路溫度計DailyView》、《KEYPO大數據關鍵引擎》

Wu Hsiu-hua holds a steady double-digit lead in polls! Campaign headquarters: Confident gap will continue to widen; unite local voters, each bringing in another vote, to safeguard Taitung’s future

Published ・ Source Taiwan | 風傳媒

Kuomintang Taitung County commissioner candidate Wu Hsiu-hua leads Democratic Progressive Party candidate Chen Ying by double digits in the polls. Her campaign headquarters said it would continue grassroots outreach and urged supporters to unite and bring in votes to safeguard Taitung’s future development.

Facts

  • Wu Hsiu-hua had a 43.6% support rating in the 《ETtoday民調雲》 poll.
  • Chen Ying had a 29.3% support rating in the 《ETtoday民調雲》 poll.
  • The support gap between Wu Hsiu-hua and Chen Ying was 14.3 percentage points.
  • Wu Hsiu-hua had a 42.7% rating in the poll on who was favored to win.
  • Chen Ying had a 25.7% rating in the poll on who was favored to win.
  • Wu Hsiu-hua’s campaign headquarters plans to canvass across all 16 townships and cities in Taitung.
  • The Taitung County commissioner election will be held on Nov. 28.

Amis red glutinous rice and Pingxi red honey head straight to Xizhi! Browse the station plaza market on 11/14

Published ・ Source Taiwan | 風傳媒

Original勞動部勞動力發展署北分署於11/14在汐止車站舉辦多元培力市集,結合26家團體展售在地好物與手作,並提供DIY體驗,促進弱勢職人就業與社區發展。

Facts

  • The market brings together specialty products and heartfelt handmade goods from 26 local organizations across 6 counties and cities in Taiwan.
  • Instructors from the 新北市平溪區紫東社區發展協會 will lead the public in a free DIY activity to make moss-ball plants.
  • The 花蓮縣光復鄉太巴塱社區營造協會 is bringing traditional Amis red glutinous rice.
  • The 社團法人中華民國耕心希望協會 is bringing freshly baked toast made by formerly incarcerated people.
  • The Pingxi District Zidong Community Development Association of the New Taipei City Government has made rare red honey from the nectar-producing plant “red tamarind,” grown using environmentally friendly farming methods.
  • The 宜蘭縣冬山鄉中山社區發展協會 is offering honey-scented black tea and pomelo jam.
  • During the event, visitors who spend at least the specified amount on-site can redeem a limited-edition insulated bag as a gift.

Companies mentioned:勞動部勞動力發展署北分署、新北市平溪區紫東社區發展協會、花蓮縣光復鄉太巴塱社區營造協會、宜蘭縣冬山鄉中山社區發展協會、宜蘭縣南澳鄉金岳社區發展協會、社團法人中華民國耕心希望協會、社團法人基隆市盲人福利協進會、新北市石碇區觀光發展協會、宜蘭縣肢體障礙者協會、花蓮縣壽豐鄉壽農社區發展協會、社團法人金門縣康復之友協會

Was Jensen Huang’s alleged affair partner a Chinese female spy? China’s Foreign Ministry responds

Published ・ Source Taiwan | 風傳媒

Original輝達執行長黃仁勳承認與疑似中國間諜有婚外情,引發美國國安疑慮。中國外交部發言人郭嘉昆於9日回應,斥責間諜論調為捕風捉影及污蔑抹黑,並否認該女子為中國情報機構工作。

Facts

  • 輝達(Nvidia) CEO Jensen Huang admitted to an extramarital affair with a woman suspected of being a Chinese female spy.
  • Chinese Foreign Ministry spokesperson Guo Jiakun said claims about a so-called Chinese spy were pure speculation and an attempt to slander and smear.
  • Foreign media report that Jensen Huang has an intimate relationship with Huang Le, a Chinese woman also known as Alice Huang, who is an agent for China’s Ministry of State Security.
  • 輝達 has launched an investigation into Jensen Huang.
  • Donald Trump and Xi Jinping are expected to meet at next week’s APEC summit in Shenzhen.

Companies mentioned:輝達、Nvidia

MASA’OPO Arts Festival Opens in Taoyuan, Bringing a Hundred Mouth Harp Players Together for Cross-Border Dialogue

Published ・ Source Taiwan | 風傳媒

桃園市原住民族發展基金會 held the first MASA’OPO Arts Festival on Nov. 6, combining mouth harps, film and cross-border performances to bring Indigenous culture into urban life.

Facts

  • 桃園市原住民族發展基金會 organized the inaugural MASA’OPO Arts Festival, which opened on the outdoor terrace of Taoyuan Public Library’s main branch on the evening of Nov. 6.
  • The festival’s theme is “Stop! Listen—with your ears, listen—with your spirit,” aiming to help audiences reconnect with the land, ancestral spirits and all living things.
  • MASA’OPO comes from the Amis language and means “gathering.” The festival’s curators hope to bring creators from different backgrounds together and foster respect for their differences.
  • The Indigenous Island Film Festival, curated by Wang Chun-chi under the theme “Living by the Spirit,” brings together 12 works from Taiwan and around the world.
  • The live music program will bring together participants from mouth harp workshops for a hundred-person performance blending Indigenous-language folk songs, orchestral music and electronic sounds.

Companies mentioned:桃園市原住民族發展基金會、桃園市政府原住民族行政局

SGS 2026 Annual Awards Ceremony Opens in Grand Style, Focusing on “Dual-Axis Smart Governance” and New Trends in International Verification

Published ・ Source Taiwan | 風傳媒

SGS held its 2026 annual awards ceremony, focusing on digital trust and transformation governance and recognizing corporate performance in quality, information security, sustainability and innovation. ASUS Chief Information Security Officer Chin Ching-po shared governance experience, stressing that management systems should be upgraded into decision-making platforms to meet future challenges.

Facts

  • SGS presented awards in four categories: ISO Plus Awards, DT Awards, ESG Awards and the “Innovation of the Year Award.”
  • Original華碩電腦全球副總裁暨集團資安長金慶柏是本屆唯一獲得「三冠王」的講者。
  • The ASUS Information Security Committee holds 2-hour meetings every month and invites board members and co-CEOs to participate.
  • ASUS conducts regular quarterly information security governance reviews for 10 key subsidiaries.
  • Major revisions are underway for international management system standards such as ISO 9001, ISO 14001 and ISO 45001.

Companies mentioned:SGS、台灣檢驗科技股份有限公司、華碩電腦

The 3 Most Dutiful, Caring Zodiac Signs! They Put Family First as Adults and Are Responsible and Considerate; Parents of the No. 1 Sign Can Feel Most at Ease in Their Later Years

Published ・ Source Taiwan | 風傳媒

This article introduces the 3 zodiac signs considered in folk beliefs to be the most dutiful and caring. It says that as adults, people born under these signs put their families first and are considerate and responsible, with those under the top-ranked sign bringing their parents the greatest peace of mind in their later years.

Chen Yu-cheng’s “orange” clashes with the ocean current? Netizens back him: “Isn’t the ocean current clashing with Yu-cheng?” Expertise matters more than color!

Published ・ Source Taiwan | 風傳媒

Chen Yu-cheng, a candidate for city council in Taipei’s Ganghu electoral district, responded to questions about whether his campaign’s “pomelo orange” visual identity clashes with another color, stressing that it has remained unchanged since 2022. He reiterated that he values the quality of his policy work more than color labels, earning praise from netizens for his rational and professional style.

Facts

  • When Chen Yu-cheng first ran for city council in 2022, he decided to use “Yu-cheng—Pomelo Orange” as his overall campaign visual identity.
  • Chen Yu-cheng’s team once prepared disinfectant alcohol with a “pomelo orange scent” for grassroots vote-seeking events, including banquets and following garbage trucks.
  • Chen Yu-cheng said the campaign identity has been used for 4 full years and has never been changed.
  • Chen Yu-cheng stressed that voters’ standards determine the quality of policymaking.
  • One netizen commented that they admired Chen Yu-cheng’s reasoned approach to policymaking, saying he is a councilor who identifies problems and solves them.
  • Chen Yu-cheng and his team recently rode bicycles through the streets of Ganghu to promote his campaign.
  • Chen Yu-cheng hopes voters will use candidates’ policy work and service record as important criteria when choosing their representatives.

Latest Taichung Mayoral Poll: Chiang Chi-chen Leads Ho Hsin-chun by 9.2 Percentage Points at 39.2%

Published ・ Source Taiwan | 風傳媒

The 臺中市議會國民黨團 released its latest poll, showing Chiang Chi-chen with 39.2% support, leading Ho Hsin-chun by 9.2 percentage points. Chiang also scored higher on several measures, including experience and ability. The caucus said it would continue providing active service to earn voters’ trust.

Facts

  • Chiang Chi-chen leads Ho Hsin-chun 39.2% to 30.0%, a margin of 9.2 percentage points.
  • A total of 43.7% of respondents said Chiang Chi-chen had the best experience and ability, far ahead of Ho Hsin-chun at 30.5%.
  • Chiang Chi-chen received 45.1% on the measure of who is most likely to win, higher than Ho Hsin-chun’s 24.2%.
  • Chiang Chi-chen’s overall name recognition was 71.7%, higher than Ho Hsin-chun’s 63.4%.
  • The survey was commissioned by the 臺中市議會國民黨團 and conducted by 世新大學民意調查中心.
  • Chiang Chi-chen proposed policies including accelerating metro construction and using AI to improve traffic signals.
  • The poll found that 23.2% of respondents had not decided whom to support or had no opinion.

Companies mentioned:臺中市議會國民黨團、世新大學民意調查中心

威客維 Teams Up with HELLO KITTY to Launch Four Co-Branded Health Products, Bringing New Nutrition-Filled Fun to Families’ Daily Routines

Published ・ Source Taiwan | 風傳媒

威客維 has teamed up with HELLO KITTY to launch four co-branded health products. The first product is already on the market, while the remaining three are scheduled to launch in the fourth quarter of 2026, aiming to make everyday nutritional supplements more fun for families.

Facts

  • Taiwanese health supplement brand 威客維(VIGOWAY)has teamed up with HELLO KITTY to launch four co-branded health products.
  • The first co-branded product to hit the market is “威護伸PLUS Elderberry Powder Sachets,” made with a patented elderberry extract concentrated 72 times.
  • The remaining three co-branded products are expected to roll out in the fourth quarter of 2026.
  • “滴D優” combines a patented French DHA algal oil with vitamin D3 and comes in drop form.
  • “護晶明PLUS” is designed specifically for school-age children and uses free-form lutein and Oculoxin® patented mixed berry extract.
  • 威客維 is a health brand under 立萬利創新, a subsidiary of 威剛集團.
  • “威敏暢 Enzyme and Probiotic Powder Sachets” carefully selects patented bacterial strains and combines them with plant-based enzymes to provide children with probiotic supplements.

Companies mentioned:威客維、VIGOWAY、威剛集團、立萬利創新

Eight Years of Work in Zhubei Focused on Education, Transport and Governance: No. 1 Wu Hsu-chih Puts Forward Education Support and Safe Routes to School Policies to Meet Family Needs

Published ・ Source Taiwan | 風傳媒

Zhubei mayoral candidate Wu Hsu-chih has put forward education and transportation policies focused on support for students and safe routes to school, addressing families’ needs.

Facts

  • Wu Hsu-chih is a Hsinchu County councilor and the No. 1 candidate for Zhubei mayor.
  • The charity unicycle training program for children with special needs involving Wu Hsu-chih is now in its tenth year.
  • Wu Hsu-chih is seeking to lower the eligibility threshold for subsidies for special education assistants at private kindergartens from five children to four.
  • There are more than 700 sidewalk obstructions in Zhubei City.
  • The county government identified 15 high-risk bicycle routes under the jurisdiction of the Zhubei City Office.

Eight Major State-Owned Banks》Taiwan Stocks Get a Major Boost! State-Owned Banks Sell a Net 6,463 Lots of 兆豐金 Against the Trend, While 聯電 Leads Net Buying at 7,859 Lots

Published ・ Source Taiwan | 風傳媒

Original台股今日受國安基金護盤及政策利多激勵強勢反彈,加權指數大漲近2千點。儘管外資連續8日賣超,但八大官股行庫逆勢買進聯電等個股,同時賣出兆豐金等標的,顯示法人資金操作方向出現分歧。

Facts

  • Taiwan’s weighted stock index jumped 1,960.06 points at the close to 41,661.7.
  • Among the eight major state-owned banks’ net purchases today, 聯電(2303)led with 7,859 lots.
  • Among the eight major state-owned banks’ net sales today, 兆豐金(2886)ranked first at 6,463 lots.
  • Original外資今日單日賣超900.56億元,為連續第8個交易日賣超。
  • Original投信今日買超267.48億元,寫下連續20個交易日買超。

Companies mentioned:國安基金、金管會、聯電、臺企銀、台新新光金、友達、中鋼、遠東新、正新、欣興、臻鼎-KY、景碩、兆豐金、台玻、群創、宏碁、中信金、華航、鴻海、國巨、台塑、富喬、長榮航、台積電、緯創、華南金、台泥、統一、中華電

Alisasa Makes Surprise Appearance with Shen Po-yang! Says “I Really Like Ko Wen-je”; Shares Her “Four-Word” Honest Reaction After Interview

Published ・ Source Taiwan | 風傳媒

Shen Po-yang, the Democratic Progressive Party’s candidate for Taipei mayor, made a surprise appearance with YouTuber Alisasa as a guest on her program “Sha Morning News.” They discussed city issues, with Shen promising to continue successful policies and Alisasa demonstrating an open-minded willingness to learn about candidates from across the political spectrum.

Facts

  • Shen Po-yang, the Democratic Progressive Party’s candidate for Taipei mayor, appeared with YouTuber Alisasa on the 9th and was invited onto her program “Sha Morning News.”
  • Shen Po-yang said he would continue the successful policies of previous mayors because good policies can affect a city for 20 or 30 years.
  • Alisasa stressed that she would not fall into rigid “deep blue” or “deep green” thinking and was willing to learn about outstanding candidates from different parties.
  • Alisasa said the linear park along the Zhongshan–Shuanglian line was a project that resonated strongly with her, and Shen Po-yang said its scope could be expanded.
  • Alisasa said the interview will be posted on her new channel, 《莎晨報》, sometime next week.

Original台北101、新光三越輸了!全台最熱門百貨公司TOP 10冠軍是它:交通方便動線好、逛整天不想走

Published ・ Source Taiwan | 風傳媒

Original《網路溫度計DailyView》發布今年1至10月百貨送禮經濟聲量排行,漢神洲際購物廣場以13,046聲量奪冠,台北101與夢時代購物中心分列二、三名,反映消費者對交通便利、動線舒適且品牌齊全之購物場域的偏好。

Facts

  • Original根據《網路溫度計DailyView》分析,今年1至10月百貨送禮經濟聲量TOP 10中,漢神洲際購物廣場排名第一。
  • Original漢神洲際購物廣場的網路聲量數值為13,046。
  • Original台北101在該排行榜中排名第二,網路聲量為9,624。
  • Original夢時代購物中心排名第三,網路聲量為8,700。
  • Original漢神洲際購物廣場館內引進超過500家品牌與50家以上餐飲名店。
  • Original夢時代購物中心進駐超過800家品牌,並設有標高102.5公尺的「高雄之眼」摩天輪。
  • Original遠百信義A13設有全台首間「樂高授權專賣店」。
  • OriginalBig City遠東巨城購物中心結合了巨城購物中心、遠東 SOGO 百貨新竹店、愛買量販與 city'super。

Companies mentioned:《網路溫度計DailyView》、漢神洲際購物廣場、台北101、夢時代購物中心、遠百信義A13、Big City遠東巨城購物中心、漢神百貨、漢神巨蛋購物廣場、新光三越台中中港店、台茂購物中心、Q square京站時尚廣場、美麗新影城、LOPIA、Jo Malone London、DIOR、歐舒丹、Gentle Monster、Apple、Chanel、Cartier、秀泰影城、7-ELEVEN、LOFT SELECT、大創、POP MART、咖樂迪咖啡農場、威秀MUVIE CINEMAS、初衣食午(onefifteen)、NEIGHBORHOOD、51PERCENT、BALLY、THULE、樂高、Lady M、Fika Fika Cafe、吳寶春麥方店、遠東 SOGO 百貨、愛買量販、city'super、威秀影城、Matin Kim、Marithe François Girbaud、Mardi Mercredi、K-MONSTAR、Dalla、VIVAIA、PAUL、LADY KELLY、上好覓 Mii Select

Top female star with a fortune of 1.2 billion doesn’t buy a home, preferring to stay in hotels! She reveals why, and gets praised online for being practical

Published ・ Source Taiwan | 風傳媒

Mainland Chinese actress Dilraba Dilmurat has been trending for her spending habits, including staying in hotels for years and not buying a home or car. A 2019 interview showed that she had not bought property because her work required frequent moves. Online claims that she has a fortune of 1.2 billion and owns no shares have not been confirmed, prompting discussion about celebrities’ lifestyles and the practicality of long-term hotel stays.

Facts

  • Dilraba Dilmurat lived in hotels from age 18 to 27 and did not buy a home because she had yet to decide where she wanted to settle.
  • Dilraba Dilmurat flies more than a hundred times a year, frequently traveling between film sets and cities.
  • There are rumors that Dilraba Dilmurat’s net worth is about NT$1.2 billion, but neither she nor her agency has confirmed them.
  • Dilraba Dilmurat has mastered the art of unpacking and putting everything in her suitcase in place in a hotel room in under 20 minutes.
  • Dilraba Dilmurat does not own shares in her agency, 嘉行傳媒.
  • Long-stay options on Taiwan travel websites range from youth hostels at about NT$12,000 per month to luxury hotels at over NT$80,000 per month.
  • A well-known international hotel announced a long-stay package in August 2026, charging NT$4,400 per night for stays of 30 consecutive days or more.

Companies mentioned:搜狐視頻、嘉行迪麗熱巴工作室、嘉行傳媒、香港01、NOWnews今日新聞、澎湃新聞、北青娛見、風傳媒

Aperitifs aren’t just for fine dining! Japanese expert reveals when to drink one for an instant mood shift, an appetite boost and a rush of stress-relieving happiness

Published ・ Source Taiwan | 風傳媒

Veteran wine writer Isao Miyajima wrote that the essence of an aperitif lies in changing one’s mood and relaxing, rather than adhering to the conventions of fine dining. He advocates making use of moments in everyday life, such as having a quick drink at an izakaya after work or enjoying a glass alone while preparing dinner at home, to transition from work to personal time.

Facts

  • The author believes Japan’s existing custom of having a quick drink is more effective at boosting wine consumption than importing the Western aperitif tradition.
  • The author sampled legendary wines in the 1980s, including Château Cheval Blanc 1947 and Château Mouton Rothschild 1945.
  • An aperitif helps people gradually shift from the “public” work mode to the “private” time of a meal.
  • The author points out that Japan already has a proper aperitif tradition known as “having a quick drink,” so there is no need to deliberately promote the Western custom.
  • The author believes the best wine is one that brings happiness; even an unremarkable bottle can become part of a treasured memory.

Original有錢又長壽的3生肖!中年後財富大翻身,晚年越來越好命、七八十歲還能環遊世界

Published ・ Source Taiwan | 風傳媒

Citing an analysis by 《搜狐網》, this article says people born in the Year of the Ox, Dragon or Rat enjoy both wealth and good health after middle age. These signs are characterized by practicality, boldness and quick thinking, and are associated with comfortable, long lives in old age.

Facts

  • According to an analysis by 《搜狐網》, people born under 3 of the 12 zodiac signs have lives that improve with age, enjoying a financial turnaround and longevity after middle age.
  • People born in the Year of the Ox believe money should be saved little by little and are classic late bloomers.
  • Original屬龍的人到了七八十歲依舊精神抖擻、鶴髮童顏,還能拖著行李箱四處旅行。
  • People born in the Year of the Rat are naturally good at managing money, have a keen eye for business opportunities, and know when to save and when to spend.

Companies mentioned:搜狐網

Jaw Shaw-kang vows to “end it all”! Could campaigning for Chiu Chen-yuan get him expelled? He clashes with KMT leadership: “Say the word and I’ll quit the party immediately”

Published ・ Source Taiwan | 風傳媒

KMT legislator Jaw Shaw-kang, concerned that he could be expelled from the party for campaigning for candidate Chiu Chen-yuan, publicly said he would immediately quit if disciplined and voiced strong dissatisfaction.

Don’t start with an expensive bottle of red! Expert recommends trying this first to establish a taste benchmark: a bottle costing NT$1,000 is more than good enough

Published ・ Source Taiwan | 風傳媒

Japanese wine writer Isao Miyajima advises beginners to start with wines in the NT$1,000 price range and establish a taste benchmark by repeatedly drinking the same wine. He cautions against blindly pursuing expensive bottles and emphasizes the importance of personal taste.

Facts

  • Wine offers a wide range of flavors. It is advisable to start by trying less expensive wines and choose one that suits your taste.
  • Drinking the same type of wine regularly can establish a taste benchmark, making it easier to identify the characteristics of wines from other regions.
  • Fruity flavors are instinctively recognized as delicious, while tastes such as sourness, bitterness and astringency develop gradually as people grow.

Original年省電費估逾450萬元!東元攜新纖、長庚能源打造2MW國產表後儲能首案,降低工業尖峰用電成本

Published ・ Source Taiwan | 風傳媒

Original東元電機攜手新光合纖及長庚能源,完成台灣首個國產表後儲能案。該2MW系統於10月底投運,預估年省電費逾450萬元,串起本土儲能供應鏈。

Facts

  • Original東元電機、新光合纖與長庚國際能源共同推動的國產表後儲能首案已於10月底完工並正式投入運轉。
  • The 2MW/5.8MWh energy storage equipment funded by 新光合纖 is expected to save more than NT$4.5 million in electricity costs annually.
  • Original此案獲得經濟部產業儲能設備設置補助支持。
  • 長庚能源 supplied an energy storage battery system using lithium iron phosphate cells developed and produced domestically.
  • Original東元電機負責提供國產電力轉換系統(PCS)、電力盤體、變壓器及導入能源管理系統(EMS)。
  • TECO General Manager Kao Fei-yuan said industries such as textiles, papermaking and steelmaking have demand for energy storage applications.
  • TECO sees development opportunities in overseas markets such as Australia and Malaysia.

Companies mentioned:東元電機、新光合纖、長庚國際能源、長庚能源、經濟部

Not just Jensen Huang! U.S. stock expert reveals “these 2 other business leaders” were also caught having affairs—but their companies’ market values surged by 2 trillion

Published ・ Source Taiwan | 風傳媒

Original輝達執行長黃仁勳爆出婚外情,對象疑為中國女間諜,輝達成立特別委員會調查。美股專家指出亞馬遜與微軟老闆過去也爆出婚外情,但公司市值大幅成長,認為婚外情是市場訊號。

Facts

  • Original輝達執行長黃仁勳驚爆婚外情風波,對象疑為中國女間諜黃樂。
  • Original亞馬遜與微軟老闆過去也爆出婚外情,但公司市值均大幅成長。
  • Original輝達成立獨立董事特別委員會調查黃仁勳婚外情事件。
  • Original輝達中國營收占比約8%,出口管制對營收衝擊有限。
  • If Jensen Huang knew about the matter or leaked information, it would become a U.S. national security issue and lead to further regulatory investigations.

Companies mentioned:輝達、亞馬遜、微軟

Taoyuan Branch of the Workforce Development Agency teams up with 萊爾富 for a “one-day store clerk” experience, offering 90 spots; eligible participants who find jobs can receive up to NT$60,000 in subsidies

Published ・ Source Taiwan | 風傳媒

Original勞動部勞動力發展署桃竹苗分署攜手萊爾富於11月17日在新竹舉辦徵才活動,釋出90個職缺。針對55歲以上中高齡族群提供體驗面試機制,成功就業最高可獲6萬元獎勵金,旨在協助銀髮族重返職場。

Facts

  • Original勞動部勞動力發展署桃竹苗分署銀髮人才資源中心與萊爾富合作舉辦職場體驗徵才活動。
  • The event offered a total of 90 jobs at stores in Taoyuan and Hsinchu.
  • People aged 55 or older, as well as retirees, who find a job through a referral can apply for employment incentives of up to NT$60,000.
  • Recruitment categories included assistant district managers, assistant store managers, full-time salaried staff and hourly part-time staff.
  • On the day of the event, teacher Chen Xuan of 花亭園療工坊 led participants in making eco-friendly drink straps and shared her career journey.
  • The director of the Taoyuan-Hsinchu-Miaoli Branch is 賴家仁, who emphasized that the center's mission is to help people rebuild their confidence and find their place in a second career.
  • Members of the public can call the Taoyuan-Hsinchu-Miaoli Silver Talent Resource Center hotline at 03-5583456 to make an appointment for a consultation.

Companies mentioned:勞動部勞動力發展署桃竹苗分署、萊爾富、花亭園療工坊

Taiwan | 鉅亨網(42)

Fanwei revenue rose 17.6% year on year in the first 10 months; orders from its Vietnam plant will contribute to revenue starting in Q1 next year

Published ・ Source Taiwan | 鉅亨網

汎瑋材料 reported revenue of NT$1.363 billion for the first 10 months of 2026, up 17.6% year on year, benefiting from strong orders for AI server and robotics materials. Revenue in October fell because China's long holiday reduced the number of working days. Its Vietnam plant is expected to ramp up production in the first quarter of 2027, driving business growth. The company's strategy focuses on high-value-added products and improving profitability.

Facts

  • 汎瑋材料's consolidated revenue for the first 10 months of 2026 reached NT$1.363 billion, up 17.6% year on year.
  • 汎瑋材料's October revenue was NT$125 million, down 6% month on month and 7.06% year on year.
  • 汎瑋材料's Vietnam plant is expected to ramp up production in the first quarter of 2027.
  • 汎瑋材料 is actively increasing the share of high-value-added niche products, focusing on markets for AI server and robotics materials.
  • A higher share of high-margin product shipments in the fourth quarter is expected to help improve 汎瑋材料's gross margin and profitability.

Companies mentioned:汎瑋材料(6967-TW)

Survey: China's October exports expected to remain strong, with surplus set to top US$1 trillion

Published ・ Source Taiwan | 鉅亨網

A 路透 survey showed that China's exports are forecast to rise 33.5% year on year in October, benefiting from the expansion of AI infrastructure, while the cumulative trade surplus for the first 10 months topped US$1 trillion. However, weak domestic consumption and shrinking manufacturing orders point to concerns over structural imbalances in the economy.

Facts

  • China's October merchandise exports, denominated in U.S. dollars, are forecast to grow 33.5% from a year earlier
  • The median estimate for China's October trade surplus is US$125.8 billion
  • China's cumulative trade surplus for the first 10 months of this year officially topped the US$1 trillion mark
  • China's retail sales rose just 1.1% year on year in September
  • China's official manufacturing survey showed factory operating conditions worsened in October

Companies mentioned:路透、澳盛銀行、經濟學人智庫

台達電 October revenue rose 14% month on month to NT$74.6 billion, a record for a single month

Published ・ Source Taiwan | 鉅亨網

台達電's October revenue reached NT$74.666 billion, a single-month record and up 14% month on month. Cumulative revenue for the first 10 months reached NT$614.333 billion, up 36.3% year on year. Chairman 鄭平 expects Q4 revenue to exceed Q3 and said the company will continue promoting smart microgrids and carbon-reduction technologies at COP31.

Facts

  • 台達電's October revenue hit a record NT$74.666 billion for a single month, up 14% month on month and 30% year on year.
  • 台達電's cumulative revenue for the first 10 months reached NT$614.333 billion, a record for the same period and up 36.3% year on year.
  • In 台達電's October revenue mix, power supplies and components accounted for 51%, while infrastructure accounted for 36%.
  • 台達電 Chairman 鄭平 expects fourth-quarter revenue to be higher than third-quarter revenue.
  • 台達電's global renewable electricity use reached 91% in 2025, and it achieved its RE100 targets in 32 countries.

Companies mentioned:台達電、英國再生能源協會、德國聯邦環保基金會

Revenue flash - 萬海 (2615) October revenue was NT$23.441 billion, up 124.36% year on year

Published ・ Source Taiwan | 鉅亨網

萬海 reported revenue of NT$23.441 billion for October 2026, up 124.36% year on year, showing continued business growth. The three major institutional investors continued to be net buyers, reflecting market confidence in the company's outlook.

Facts

  • 萬海(2615-TW) recorded revenue of NT$23.441 billion in October 2026, up 124.36% year on year and 7.65% month on month.
  • Cumulative revenue for 1-10 this year was NT$159.597 billion, up 35.92% year on year.
  • 萬海 operates in the shipping industry, with principal businesses including vessel transportation, shipping agency services and container terminal operations.

Companies mentioned:萬海(2615-TW)

Revenue flash - 陽明 (2609) October revenue was NT$21.044 billion, up 82.45% year on year

Published ・ Source Taiwan | 鉅亨網

陽明(2609-TW) reported revenue of NT$21.044 billion for October 2026, up 82.45% year on year, indicating strong business growth. The company operates in the shipping industry, primarily in waterborne freight and related businesses.

Facts

  • 陽明(2609-TW) recorded revenue of NT$21.044 billion in October 2026, up 82.45% year on year and down 3.02% month on month.
  • Cumulative revenue for 1-10 this year was NT$169.775 billion, up 23.2% year on year.
  • 陽明's principal businesses are domestic and international waterborne freight, passenger transport and related shipping services.

Companies mentioned:陽明(2609-TW)

Revenue flash - 長榮 (2603) October revenue was NT$53.603 billion, up 96.13% year on year

Published ・ Source Taiwan | 鉅亨網

長榮(2603-TW) reported revenue of NT$53.603 billion for October 2026, up 96.13% year on year, marking notable growth. Cumulative revenue for the first 10 months was nearly NT$392 billion, up 22.25% year on year. Despite the strong revenue, the share price has recently pulled back amid selling by institutional investors.

Facts

  • 長榮's October 2026 revenue was NT$53.603 billion
  • 長榮's October 2026 revenue rose 96.13% year on year
  • 長榮's cumulative revenue for 1-10 in 2026 was NT$392.052 billion
  • 長榮's latest price was NT$245.5
  • Foreign investors' net buying and selling over the past 5 days was -11285 lots

Companies mentioned:長榮(2603-TW)

Revenue flash - 台達電 (2308) October revenue was NT$74.666 billion, up 30.12% year on year

Published ・ Source Taiwan | 鉅亨網

台達電 announced October 2026 revenue of NT$74.666 billion, up 30.12% year on year, marking notable growth. Cumulative revenue for the first 10 months topped NT$600 billion, demonstrating strong business momentum. Despite recent share price fluctuations, its performance remains ahead of the industry.

Facts

  • 台達電 recorded revenue of NT$74.666 billion in October 2026, up 30.12% year on year and 14.17% month on month.
  • 台達電's cumulative revenue for 1-10 this year was NT$614.334 billion, up 36.32% year on year.
  • 台達電's latest price was NT$1,160, and its share price fell -14.39% over the past 5 days.
  • Foreign investors' net buying and selling of 台達電 shares over the past 5 days was -11161 lots.
  • 台達電 operates in the electronic components industry.

Companies mentioned:台達電

〈Taiwan dollar〉Bulls and bears battle to defend the 33 mark as heavy foreign fund outflows fuel a sharp 1.14-jiao plunge

Published ・ Source Taiwan | 鉅亨網

The Taiwan dollar plunged 1.14 jiao to 32.882 per U.S. dollar today (9), with turnover in the foreign exchange market surging to US$3.46 billion. Despite a 1960-point rally in Taiwan stocks, foreign investors were net sellers of NT$90.056 billion, while the three major institutional investors combined were net sellers of NT$94.526 billion. The sharp disconnect between stocks and the currency reflects pressure from hot-money outflows and an intense tug-of-war between bulls and bears.

Facts

  • Total trading in the Taipei and Yuanta foreign exchange markets today reached US$3.46 billion.
  • Foreign investors were net sellers of NT$90.056 billion in Taiwan stocks today.
  • The three major institutional investors were net sellers of NT$94.526 billion in Taiwan stocks today.
  • Proprietary traders were net sellers of NT$31.219 billion in Taiwan stocks today.
  • Investment trusts were net buyers of NT$26.749 billion in Taiwan stocks today.
  • The Taiwan dollar fell to an intraday low of 32.957.

First initiative: 台灣金聯 and 第一銀行 launch full-deposit trust arrangement, protecting both landlords and tenants

Published ・ Source Taiwan | 鉅亨網

台灣金聯資產管理公司 and 第一銀行 signed a cooperation agreement to introduce a full-deposit trust arrangement for rental management cases handled by their subsidiary 力興公司. Under the scheme, tenants' deposits will be held in a separate bank account, aiming to reduce disputes over deposit refunds, which account for 41% of cases, and improve transparency and trust in the rental market.

Facts

  • 台灣金聯 and 第一銀行 signed a trust agreement to introduce a full-deposit trust arrangement.
  • Deposit refund disputes accounted for 41% of nationwide residential rental dispute mediation cases in the first quarter of 2026.
  • Deposits will be placed in a 第一銀行 trust account, separate from the operator's working capital.
  • 台灣金聯 launched rental management services in October 2025.
  • 台灣金聯 has partnered with 8 state-owned banks and 3 private banks on elderly-care trust services.
  • Current regulations cap deposits at two months' rent.

Companies mentioned:台灣金聯資產管理公司、第一銀行、力興公司

鮮活果汁's net profit for the first 3 quarters reached NT$603 million, surpassing last year's full-year figure; EPS reached NT$16.84

Published ・ Source Taiwan | 鉅亨網

鮮活果汁-KY announced its third-quarter 2026 financial results, with quarterly profit of NT$282 million, a strong performance. Cumulative profit for the first 3 quarters reached NT$603 million, surpassing the full-year total for last year. Benefiting from expansion in the ready-to-drink packaged beverage market and steady orders from major customers, the company is continuing to strengthen its competitiveness and supply-chain advantages in China's new tea beverage market through smart manufacturing and capacity upgrades.

Facts

  • 鮮活果汁-KY reported after-tax net profit of NT$282 million in the third quarter of 2026, up 37.14% quarter over quarter and 66.92% year over year.
  • 鮮活果汁-KY reported after-tax net profit of NT$603 million for the first 3 quarters of 2026, with EPS of NT$16.84.
  • 鮮活果汁-KY reported revenue of NT$1.83 billion in the third quarter of 2026, with a gross margin of 34.12%.
  • 鮮活果汁-KY operates 4 plants in Kunshan, Tianjin, Guangdong and Guangxi, with combined annual production capacity of 167,000 metric tons.
  • 鮮活果汁-KY reported cumulative revenue of NT$4.477 billion for January-September 2026, with a gross margin of 32.94%.

Companies mentioned:鮮活果汁-KY

Taiwan Space International Conference opens; Lai Ching-te says government will support industry and boost Taiwanese companies’ participation in the space sector

Published ・ Source Taiwan | 鉅亨網

President Lai Ching-te attended the TASTI 2026 Taiwan Space International Conference in Tainan on the 9th, announcing that the government would invest a total of NT$71 billion in the third phase of the long-term National Space Technology Development Program through 2031. The plan will support independent satellite and rocket development and establish related facilities in Shalun, Tainan, and Jiupeng, Pingtung, with the goal of launching satellites independently. A Space and Technology Development Committee will also be established to coordinate resources and boost local companies’ participation in the space sector.

Facts

  • President Lai Ching-te attends the opening ceremony of the TASTI 2026 Taiwan Space International Conference
  • The third phase of the long-term National Space Technology Development Program has a total budget of NT$71 billion
  • The program’s implementation period has been extended through 2031
  • The government has approved the establishment of a rocket research, development, assembly and testing base in Shalun, Tainan
  • The government has selected Jiupeng in Pingtung as the site for a national rocket launch facility
  • The National Security Council established a Space and Technology Development Committee to coordinate resources across government agencies
  • Taiwan has spent more than 30 years building its space research program from scratch

AI infrastructure sparks resource scramble! Analysts: Copper and silver supply gaps widen as US-China race for minerals heats up

Published ・ Source Taiwan | 鉅亨網

The AI boom is driving expansion of data centers and energy infrastructure, widening supply gaps for resources including copper, silver and rare earths. The US and China are intensifying their competition for resources, putting resource autonomy and supply chain security in the investment spotlight.

Facts

  • Silver and copper supply gaps are forecast to reach 34% and 24%, respectively, in 2030
  • The shortage of the key rare-earth material neodymium-praseodymium oxide could widen to 55% in 2032
  • Global AI spending is forecast to reach US$2.6 trillion in 2026, with more than half going to infrastructure such as data centers and servers
  • AI data centers use about 23,900 metric tons of copper per GW, about 30% more than traditional data centers
  • The share of gold in global central bank reserves has risen from 16% in 2023 to 27% in 2025

Companies mentioned:中國信託投信

After Jensen Huang admits to an affair, $9.1 million short position suddenly appears in crypto market

Published ・ Source Taiwan | 鉅亨網

Original輝達執行長黃仁勳承認婚外情引發市場震動,加密市場出現910萬美元空單,輝達股價夜盤下跌3.6%,美國國會要求就涉中情報聯繫進行簡報。

Facts

  • Jensen Huang admitted to an affair and apologized in an internal email.
  • Trading volume for related contracts in the cryptocurrency derivatives market topped $189 million in 24 hours.
  • A short position worth as much as $9.1 million appeared in the crypto market.
  • Original輝達股價在Blue Ocean美股夜盤交易中下跌3.6%。
  • The US House of Representatives asked Jensen Huang to brief lawmakers on Nov. 18 about his ties to alleged Chinese intelligence operatives.

Companies mentioned:輝達、NVDA、TheStreet、Hyperliquid、Lookonchain、Hypurrscan、Blue Ocean、FBI

Original宏碁10月營收263.91億元創5年新高 PC業務持續成長

Published ・ Source Taiwan | 鉅亨網

Original宏碁公布10月營收263.9億元創5年新高,累計前10月營收2,759.4億元創13年新高。PC業務持續成長,個人電腦、桌上型電腦及Chromebooks均見年增長,顯示多重事業引擎策略成效顯著。

Facts

  • Original宏碁10月營收為263.9億元,創下5年同期新高。
  • Original宏碁10月整體個人電腦營收年增17.8%。
  • Original宏碁10月Chromebooks營收年增113.5%。
  • Original宏碁10月商用產品營收年增42.2%。
  • Original宏碁智通累計前十月營收年增45.0%。

Companies mentioned:宏碁、宏碁智通、宏碁風尚

Market rebounds 800 points! A true bottom or a dead-cat bounce? Margin debt plunges by NT$60 billion; don’t chase until key resistance is cleared!

Published ・ Source Taiwan | 鉅亨網

Original國安基金啟動護盤機制帶動台股暴漲1960點,融資餘額銳減600億反映去槓桿效應。儘管市場反彈強勁,但創見等企業釋出記憶體報價趨緩訊號,顯示AI供應鏈基本面仍有雜音,投資人應謹慎觀察財報與關鍵均線反壓。

Facts

  • Original國安基金進場護盤帶動台股加權指數單日大漲1960點,收盤價為41661點。
  • Margin financing balances on the OTC market fell by nearly NT$60 billion last Friday, marking a historically significant round of deleveraging.
  • Memory module maker 創見 said price increases would not be raised further for the time being.
  • Trading volume narrowed to about NT$840 billion at the close, with more than 200 stocks limit-up across the market.
  • Heavyweights including 台積電, 聯發科 and 台達電 advanced in tandem, pushing estimated early-session trading volume to NT$1.1 trillion.

Companies mentioned:國安基金、台積電、聯發科、台達電、創見、凱旭投顧

Original【量大強漲股整理】黃仁勳傳出軌重擊AI股?國安基金進場,下一波換誰表現?

Published ・ Source Taiwan | 鉅亨網

Original台股受國安基金護盤及美股反彈帶動大漲近2000點,外資連賣但投信連買,市場聚焦AI基本面與政策穩定效應。

Facts

  • The weighted index rose 1,960.06 points to close at 41,661.70.
  • Foreign investors recorded net sales of NT$90.056 billion, investment trusts net purchases of NT$26.748 billion, and dealers net sales of NT$31.218 billion.
  • Original國安基金拍板第十次進場護盤,金管會同步祭出限空令等五大穩定措施。
  • The Philadelphia Semiconductor Index jumped 4.21%, while 台積電 ADRs surged 6.33%.
  • US nonfarm payrolls increased by 165,000 in October, and the unemployment rate fell to 4.1%.
  • 邁達特’s October 2026 revenue rose 15.2% month over month and 27.1% year over year, setting a record high.

Companies mentioned:國安基金、金管會、聯準會、台積電、輝達、花旗、AWS、Splunk、永豐金、永豐銀行、邁達特、驊宏資、大綜、華經、伊雲谷、麗臺

三洋實業 posts 9% year-over-year increase in first 3-quarter net profit to NT$293 million, a period high; EPS reaches NT$5.57

Published ・ Source Taiwan | 鉅亨網

三洋實業 (1472-TW) reported financial results for the first 3 quarters of 2026, with after-tax net profit reaching NT$293 million, a record for the same period. EPS was NT$5.57. Stable recognition of revenue from projects under construction and newly secured large-scale projects supported operating growth.

Facts

  • 三洋實業’s after-tax net profit for the first 3 quarters of 2026 hit a period high, up 9.34% year over year
  • 三洋實業’s third-quarter 2026 EPS reached NT$2.1
  • 三洋實業 reported third-quarter 2026 revenue of NT$1.057 billion
  • 三洋實業 secured the RLC02 contract for the Xiaogang-Linyuan line of the Kaohsiung Mass Rapid Transit system
  • 三洋實業’s EPS for the first 3 quarters of 2026 was NT$5.57

Companies mentioned:三洋實業、三洋實業集團

3 major producers ramp up output! Kung Ming-hsin arranges supplies through multiple channels, guarantees 15,000 metric tons of salad oil by year-end

Published ・ Source Taiwan | 鉅亨網

Economics Minister Kung Ming-hsin announced that he had coordinated with the 3 major domestic producers to increase output and imports, with an additional 15,000 metric tons of salad oil expected by year-end to address the market shortfall caused by the 中聯油 incident and ensure stable supplies for households and restaurants.

Facts

  • The Ministry of Economic Affairs coordinated with the 3 major domestic producers to boost output, with capacity expected to increase by 4,400 metric tons per month.
  • Domestic production capacity will increase by an additional 700 metric tons in December.
  • More than about 1,200 metric tons of 福壽 products are being rolled out.
  • From now through year-end, an additional approximately 5,000 metric tons of salad oil is expected to be imported.
  • An additional 15,000 metric tons of salad oil will be supplied by year-end to fill the supply gap.

Companies mentioned:大統益、長輝、台糖、福壽、中聯油

基米’s Q4 and 2027 growth engines to drive operations; subsidiary 萊斯特 expected to list on the emerging stock market next year

Published ・ Source Taiwan | 鉅亨網

基米 (4195-TW) is optimistic about its outlook, supported by peak-season demand in the fourth quarter and drug development progress at subsidiary 萊斯特. Third-quarter revenue grew, but the company remained in the red due to investments. 萊斯特 is expected to submit a clinical trial application and list on the emerging stock market next year.

Facts

  • 基米’s third-quarter revenue was NT$201 million, up 19.64% quarter over quarter and 12.92% year over year
  • 基米 posted a third-quarter after-tax loss of NT$54 million, with a loss per share of NT$0.7
  • The subsidiary 萊斯特 has paid-in capital of about NT$196 million, with 基米 holding approximately more than 3 tenths.
  • 萊斯特 expects to submit an application for a Phase I clinical trial of its antibiotic adjuvant LB001 in the first quarter of next year.
  • 萊斯特 expects to list on the emerging stock market next year.

Companies mentioned:基米、萊斯特

Revenue Flash - Quanta Computer (2382) October revenue of NT$353.25 billion, up 103.96% year over year

Published ・ Source Taiwan | 鉅亨網

廣達(2382-TW) reported October 2026 revenue of NT$353.25 billion, up more than 103% year over year and marking strong double-digit growth. Revenue for the first 10 months topped NT$3 trillion, reflecting strong momentum in the notebook computer market and a solid market position.

Facts

  • 廣達(2382-TW) posted revenue of NT$353.25 billion in October 2026.
  • 廣達(2382-TW) posted year-over-year revenue growth of 103.96% in October 2026.
  • 廣達(2382-TW) posted month-over-month revenue growth of 8.59% in October 2026.
  • 廣達(2382-TW) posted cumulative revenue of NT$3.31 trillion for January-October this year.
  • 廣達(2382-TW) posted year-over-year growth of 99.89% in cumulative revenue for January-October this year.
  • 廣達(2382-TW)'s latest share price is NT$296.5.
  • 廣達(2382-TW)'s share price fell -8.65% over the past 5 days.

Companies mentioned:廣達(2382-TW)

Revenue Flash - 仁寶 (2324) October revenue of NT$87.151 billion, up 40.75% year over year

Published ・ Source Taiwan | 鉅亨網

仁寶 (2324) reported October 2026 revenue of NT$87.151 billion, up 40.75% year over year, marking significant growth. Revenue for the first ten months totaled NT$769.527 billion, demonstrating strong operating momentum.

Facts

  • 仁寶 (2324) posted revenue of NT$87.151 billion in October 2026.
  • 仁寶 (2324) posted year-over-year revenue growth of 40.75% in October 2026.
  • 仁寶 (2324) posted month-over-month revenue growth of -7.71% in October 2026.
  • 仁寶 (2324) posted cumulative revenue of NT$769.527 billion for January-October this year.
  • 仁寶 (2324) posted year-over-year growth of 22.42% in cumulative revenue for January-October this year.

Companies mentioned:仁寶、仁寶(2324-TW)

Revenue Flash - 光寶科 (2301) October revenue of NT$20.071 billion, up 32.01% year over year

Published ・ Source Taiwan | 鉅亨網

光寶科 (2301) reported October 2026 revenue of NT$20.071 billion, up 32.01% year over year, a strong performance. However, its share price fell more than 17% over the past five days amid heavy foreign investor selling, with institutional investor holdings showing net outflows, putting short-term pressure on the stock.

Facts

  • 光寶科 posted October 2026 revenue of NT$20.071 billion, up 32.01% year over year and 6.49% month over month.
  • 光寶科 posted cumulative revenue of NT$173.63 billion for January-October this year, up 26.8% year over year.
  • Over the past 5 days, the three major institutional investors recorded net buying/selling of -8,323 lots, including -10,990 lots for foreign investors.
  • 光寶科's latest share price is NT$217.5, down -17.67% over the past 5 days.
  • 光寶科 operates in the computer and peripheral equipment industry. Its main business includes the manufacture, processing and sale of computer information systems and peripheral equipment.

Companies mentioned:光寶科、光寶科(2301-TW)

The story of an old man and a dog, and a critical moment for weeding out the weak and keeping the strong

Published ・ Source Taiwan | 鉅亨網

Original國安基金十度進場護盤並配合金管會穩市措施,帶動台股大漲1,960點至41,661點。雖為跌深反彈,但AI產業基本面未變,預期指數短期於39,000-43,000點築底,建議聚焦AI核心股低接。

Facts

  • Original國安基金啟動第十次護盤,台股終場上漲1,960點,收在41,661點。
  • Original金管會發布五大穩市措施,包括限空令及借券賣出砍3%。
  • Profits of Taiwan-listed and OTC-listed companies are forecast to exceed NT$7.7 trillion in 2026, up about 85% year over year.
  • Heavyweight stocks such as 台積電, 聯發科 and 鴻海 rebounded in tandem, with 457 listed and OTC-listed stocks hitting limit-up.
  • Foreign investors continued to sell heavily, reflecting that market confidence has yet to fully recover.

Companies mentioned:國安基金、金管會、台積電、聯發科、鴻海、台達電、日月光、廣達、瑞銀、高盛、MSCI、倫元投顧

台虹 October revenue and profit decline; self-reported after-tax earnings of NT$677 million and EPS of NT$2.57 for January-October

Published ・ Source Taiwan | 鉅亨網

台虹 reported declines in October revenue and profit, with cumulative EPS of NT$2.57 for the first 10 months. The company is working with 元太科技 to develop AI high-speed transmission materials and is distributing semiconductor materials for 長華電材. Supply chain shortages are expected to leave full-year revenue below last year's level.

Facts

  • 台虹 posted revenue of NT$793 million in October 2026, down 5.63% from the previous month and 17.42% from a year earlier.
  • 台虹 posted after-tax net profit of NT$677 million for January-October 2026, with earnings per share (EPS) of NT$2.57.
  • 台虹 and E Ink 元太科技 signed a memorandum of cooperation to jointly develop the AI high-speed transmission materials market.
  • 台虹 estimates that its full-year 2026 revenue may fall short of the NT$10.609 billion recorded for all of 2025.
  • 台虹 signed a sales agency agreement with major shareholder 長華電材 to distribute semiconductor materials in Taiwan.
  • 台虹 has completed its investment in and construction of a factory in Thailand and developed new products, including fine-line materials and PTFE-filled high-speed copper-clad laminates.

Companies mentioned:台虹、元太科技、E Ink、長華電材

晶華 plans to buy San Francisco's InterContinental hotel and develop it into an overseas flagship hotel

Published ・ Source Taiwan | 鉅亨網

晶華 Hotel announced plans to acquire an InterContinental-branded hotel in San Francisco for no more than NT$1 billion, aiming to expand in the U.S. market and develop it into an overseas flagship property. It will also establish a new subsidiary to support operations.

Facts

  • 晶華(2707-TW)'s board authorized its chairman to negotiate the acquisition of the land and building of the Intercontinental Mark Hopkins Hotel in Nob Hill, San Francisco, United States.
  • 晶華 has set a budget ceiling of NT$1 billion for the planned hotel acquisition.
  • The San Francisco InterContinental Mark Hopkins Hotel slated for acquisition is 19 stories tall and has 383 rooms.
  • Original晶華與洲際酒店集團(IHG)已透過Regent麗晶品牌建立長期合作關係。
  • 晶華's board approved the establishment of a new Taiwan subsidiary to support future plans to operate hotels in the United States.

Companies mentioned:晶華、洲際酒店集團、IHG、Regent、麗晶

Taiwan stocks stage a massive revenge rally! Three-pronged market support sparks a V-shaped reversal—who will lead the gains?

Published ・ Source Taiwan | 鉅亨網

Taiwan stocks staged a sharp rebound on November 9, with the broader market surging more than 2,000 points, driven by support from the National Stabilization Fund, a short-selling ban and a treasury share policy. Heavyweights such as 聯發科 led gains as market confidence recovered.

Facts

  • The broader market surged more than 2,000 points at one point on November 9, with 122 listed and 119 OTC-listed stocks hitting limit-up.
  • The government rolled out a three-pronged effort—National Stabilization Fund support, a short-selling ban and share buybacks—to reverse the weak technical pattern.
  • Last Friday, margin financing on the main board fell by more than NT$42 billion and on the OTC market by more than NT$11 billion, with both reaching the threshold for a cooling of investor positions.
  • 聯發科 and 台達電 were important indicators to watch in this rally, and both hit limit-up.
  • The first major resistance for the Taiwan stock market rebound lies near the quarterly moving average, around 46,360 to 46,500 points.

Companies mentioned:聯發科、台達電、台積電、鴻海、廣達、群聯、輝達、華邦電、華新科

台驊 October revenue hits a more than 4-and-a-half-year high as Q4 air freight peak season approaches

Published ・ Source Taiwan | 鉅亨網

Container shipping operator 台驊 reported consolidated revenue of NT$3.358 billion in October, a nearly 4-and-a-half-year high, mainly as sea freight revenue rose more than 2 times year over year. The company is optimistic about the Q4 air freight peak season and demand from the high-tech industry.

Facts

  • 台驊 October consolidated revenue surged to NT$3.358 billion, up 125.54% year over year.
  • 台驊 October sea freight revenue rose 204.22% year over year.
  • 台驊 October air freight revenue rose 43.88% year over year.
  • 台驊 October revenue hit a monthly high since February 2022.
  • 台驊 cumulative consolidated revenue for the first 10 months rose 34.02% year over year.

Companies mentioned:台驊、台驊(2636-TW)

安圖斯科技 sets records for October and cumulative January-October revenue, continuing to expand its global footprint

Published ・ Source Taiwan | 鉅亨網

宏碁 subsidiary 安圖斯科技 set records for both October and cumulative January-October revenue, at NT$155 million and NT$2.41 billion, respectively. The company said it will leverage its AI hardware and software ecosystem to drive AI factory development and plans to attend an international trade show in South Korea to expand in the Asia-Pacific market.

Facts

  • 安圖斯科技 posted October revenue of NT$155 million, up 44.1% from a year earlier.
  • 安圖斯科技 is owned by 宏碁 (2353-TW).
  • 安圖斯科技 CEO is Li Zhanjie.
  • 安圖斯科技 will travel to Seoul, South Korea, by Nov. 12 to attend Intel AI Summit Seoul 2026.

Companies mentioned:宏碁、安圖斯科技

Siri AI team may face major shake-up! Gurman: 蘋果’s new chief urges faster software development and bigger breakthroughs

Published ・ Source Taiwan | 鉅亨網

蘋果’s new CEO, Ternus, is urging the software team to push beyond Siri’s current limitations to catch up in AI. Differences over technology strategy and management style, along with uncertainty over key executive Rockwell’s potential departure, leave 蘋果 at a competitive disadvantage due to its lack of computer-use AI.

Facts

  • 蘋果’s new CEO, Ternus, has privately acknowledged that the company’s overall AI capabilities remain significantly behind its peers, and has held multiple closed-door meetings with the head of software engineering to demand faster progress.
  • Software engineering head Craig Federighi is seen as skeptical of AI and has voiced concerns about the privacy, security and employment impacts of AI technology.
  • Vice President Mike Rockwell, who spearheaded the reboot of the new Siri project, is reportedly seriously considering retirement and could step down as early as 2027.
  • The new Siri features have arrived on iOS 27. They can read on-screen content, draw on local private data such as emails and messages, and understand the user’s context.
  • The industry widely sees Siri as capable only of executing one-off commands. Compared with AI agents such as ChatGPT Dots, it lacks autonomous capabilities such as tracking tasks over time and retaining long-term preference memories.
  • 蘋果 still lacks computer-use AI that can independently recognize what is on screen and control a mouse and apps like Claude and ChatGPT.

Companies mentioned:蘋果、彭博資訊、OpenAI

幣安 Bitcoin mining pool nears shutdown: produces just 1 block in a week as hashrate plunges 65% from peak

Published ・ Source Taiwan | 鉅亨網

幣安’s Bitcoin mining pool will cease operations on Nov. 10, 2026. Its hashrate has recently plunged 65% to 9.2 EH/s, leaving it with just 0.11% market share; miners will move to competitors such as Foundry USA.

Facts

  • 幣安’s Bitcoin mining pool service is set to officially cease operations on Nov. 10, 2026.
  • During the past 7-day observation period, 幣安’s mining pool successfully mined just 1 block, with its share of the network’s total hashrate plunging to about 0.11%.
  • 幣安’s mining pool hashrate plunged from 26 EH/s in December 2025 to 9.2 EH/s this October, a cumulative drop of about 65%.
  • Original幣安官方宣布將於UTC時間11月10日07:00起正式斷開礦工連接,並終止區塊獎勵發放、雲端挖礦、礦池儲蓄產品以及交易加速器等相關服務。
  • 幣安’s mining pool has operated for about 6 and a half years since launching in April 2020.
  • With 幣安’s mining pool closing, its miners’ hashrate is expected to flow to major players such as Foundry USA, AntPool (螞蟻礦池) and F2Pool (魚池).

Companies mentioned:幣安、mempool.space、CoinDesk、Foundry USA、AntPool、F2Pool

Foreign investors still short: sell NT$90 billion in the cash market and add futures shorts; short positions top 100,000 contracts to hit a record

Published ・ Source Taiwan | 鉅亨網

Original台北股市9日大漲4.94%至41661.7點,受國安基金護盤影響市場信心回升,但三大法人仍合計賣超945.26億元,外資期貨空單數創歷史新高。

Facts

  • Taipei stocks closed at 41,661.7 points on the 9th, up 4.94%.
  • The 三 major institutional investors were net sellers of NT$94.526 billion in total, including NT$90.056 billion in net selling by foreign investors.
  • Total outstanding futures short positions reached 101,700 contracts, a record high.
  • Foreign investors sold a further 8,759 lots of 台積電 today, withdrawing NT$19.58 billion.
  • The U.S. dollar closed at NT$32.882, with the Taiwan dollar depreciating by 1.14 jiao.

Companies mentioned:國安基金、金管會、華航、台玻、長榮航、宏碁、群創、聯電、友達、中鋼、欣興、台積電、日月光投控、景碩、GIS-KY、京元電子、緯創、中信金、台新新光金、鴻海、華南金、元大金、國泰金、華通、台泥、遠東新、統一、中華電、強茂、正新、遠傳、禾伸堂、一詮、仁寶、力積電、兆豐金、凱基金、玉山金、永豐金

Original〈電子五哥營收〉仁寶前10月營收7695億元年增逾2成 預期Q4非PC業務動能延續

Published ・ Source Taiwan | 鉅亨網

Original仁寶公告10月營收年增逾4成至871.51億元,累計前10月月增逾2成。雖PC出貨受需求趨緩影響預期Q4下滑,但智慧裝置及伺服器等非PC業務動能正面,可望持續成長。

Facts

  • 仁寶’s October revenue was NT$87.151 billion, up 40.75% year over year.
  • 仁寶’s cumulative revenue for the first 10 months of this year was NT$769.527 billion, up 22.42% year over year.
  • 仁寶 shipped 1.4 million PCs in October, down 33.33% year over year.
  • 仁寶 expects PC shipments to fall by a double-digit percentage in the fourth quarter.
  • 仁寶 expects non-PC business to continue growing in the fourth quarter, driven by smart devices and server products.

Companies mentioned:仁寶

京站 says this year’s anniversary sale will be challenging; Taiwan stock market decline is bound to affect consumer spending

Published ・ Source Taiwan | 鉅亨網

Original京站百貨(2942-TW)總經理王大政指出,受台股下跌與選舉效應影響,今年周年慶挑戰較大,但仍透過餐飲櫃位改裝升級,預估業績年增3%。同時持續推進桃園店(2029年開幕)與高雄世運站A5街廓案(本月動土)之展店計畫。

Facts

  • 京站百貨 General Manager Wang Dazheng said the stock market decline is bound to affect consumer spending, and that this year’s anniversary sale will be more challenging due to the election effects.
  • 京站百貨’s Taoyuan store is scheduled to open in 2029.
  • 京站百貨’s urban renewal project for the A5 block near Kaohsiung World Games Station is scheduled to hold its groundbreaking ceremony this month.
  • 京站時尚廣場 has completed upgrades to more than 50 outlets throughout the complex. Food and beverage accounts for more than 40% of revenue, and the company forecasts overall anniversary sale revenue to rise 3% year over year.
  • 京站百貨 acquired a 67% stake in 京饌餐旅, bringing its three major food and beverage brands into the group. It aims to launch another new brand in the first half of next year.

Companies mentioned:京站(2942-TW)、京站百貨、京站時尚廣場、日勝生、京饌餐旅、百八魚場

華碩 server shipments strong; October revenue surpasses the 千億元 mark to hit a record high

Published ・ Source Taiwan | 鉅亨網

華碩 (2357-TW) reported record October revenue of NT$107.62 billion, driven by strong server shipments. Revenue for the first 10 months totaled NT$850.06 billion, up 41.1% year over year. Analysts are optimistic about AI server demand and new product launches, and expect operations to continue growing in the fourth quarter.

Facts

  • 華碩’s consolidated revenue in October was NT$107.62 billion.
  • 華碩’s consolidated revenue in October rose 62.3% year over year.
  • 華碩’s consolidated revenue for the first 10 months totaled NT$850.06 billion.
  • 華碩’s consolidated revenue for the first 10 months rose 41.1% year over year.
  • 華碩 will hold an earnings conference on Nov. 12.

Companies mentioned:華碩、Nvidia、Neocloud

Risks lurk in key SpaceX and Anthropic contracts! Could U.S. dominance in AI computing be overturned?

Published ・ Source Taiwan | 鉅亨網

Silicon Valley investor Chamath Palihapitiya warned that several states’ suspension of data center permits after the U.S. midterm elections could trigger a computing power crisis. Exit clauses in contracts between SpaceX and Anthropic could cause prices to surge, threatening U.S. dominance in AI.

Facts

  • The computing power supply contracts between SpaceX and Anthropic include a mutual 90-day exit clause, which could send prices soaring to 2 to 3 times the original contract rate.
  • Texas’s newly elected governor, Gina Ino Hosa, said all new data center permits would be suspended until the relevant regulations are completed.
  • Google has established a large data center in Malaysia, indicating that barriers to cross-border computing power transfers have eased.
  • Anthropic and OpenAI currently update their models about every 60 to 90 days, and a computing power crunch could affect their development timelines.
  • Moving data centers overseas could lead to job losses, including hundreds of thousands of jobs that could otherwise pay about $300,000 to $400,000 a year.

Companies mentioned:SpaceX、Anthropic、Google、Meta、微軟、亞馬遜、Crusoe、OpenAI

Hong Kong stocks close lower after late-session reversal; Hang Seng Index falls 0.13%, Tech Index drops 0.92%; coal and biotech shares rise against the trend

Published ・ Source Taiwan | 鉅亨網

Hong Kong stocks closed lower across the board on Monday, with the Hang Seng Index down 0.13% and the Tech Index down 0.92% on lower turnover. Coal and biotech stocks rose against the trend, with 首鋼資源 and 再鼎醫藥 gaining more than 12%. 美團 plunged 6.53%, while technology and auto stocks including 零跑汽車 and 鴻騰精密 weakened.

Facts

  • The Hang Seng Index closed down 0.13% at 24,448.95 points on Monday.
  • Full-day market turnover totaled HK$173.707 billion, down from the previous trading day.
  • 首鋼資源 surged 12.94% as it said it was considering declaring a special dividend.
  • 再鼎醫藥 jumped 14.16%, leading gains in the biotech sector.
  • 美團-W plunged 6.53%, weighing heavily on the broader market.
  • 遠信儲能 surged 59.00% against the market trend on its first day of trading.

Companies mentioned:首鋼資源、兗礦能源、中煤能源、再鼎醫藥、藥明生物、藥明康德、美團-W、騰訊、阿里巴巴、零跑汽車、贛鋒鋰業、寧德時代、比亞迪股份、鴻騰精密、遠信儲能、華泰證券、中信證券

〈China Stocks After Hours〉China's October CPI rises 0.7%; three major indexes mixed

Published ・ Source Taiwan | 鉅亨網

China's 3 major A-share indexes were mixed on Monday, with the Shanghai Composite edging up. Data from the National Bureau of Statistics showed October CPI rose 0.7% year on year and PPI rose 5.7%, reflecting a moderate recovery in prices.

Facts

  • China's 3 major A-share indexes ended mixed on Oct. 9.
  • Data released by the National Bureau of Statistics showed China's October consumer price index (CPI) rose 0.7% from a year earlier.
  • The October producer price index (PPI) rose 5.7% year on year and 0.7% from September.
  • Food prices fell 2.9% year on year in October, while nonfood prices rose 1.5%.
  • Average CPI from January through October this year rose 0.9% from the same period a year earlier.

After a 20% surge in a single day, should you take profits? Top traders break with old thinking and share the real logic behind buying and selling

Published ・ Source Taiwan | 鉅亨網

This article outlines the stock-picking and trading disciplines of investment experts 溫米爾, 哈洛 and 柏林, covering indicators such as cash flow, operating losses, acquisition size and dividend growth. It also recommends that investors rethink their old views on stop-loss orders and reactions to sharp rallies.

Facts

  • 溫米爾 believes that if a company in his portfolio posts an operating loss in any quarter, he will decisively sell his entire holding, no matter how bullish he is.
  • 溫米爾's rule is to exit immediately if a company in his portfolio announces an acquisition whose target is worth more than 25% of the buyer's total market capitalization.
  • James Harlow's threshold is to buy only companies that have raised their dividends for 10 consecutive years.
  • 艾瑞克·柏林 has now shifted his focus to managing individual stocks' weightings in the overall portfolio to control downside risk.

Companies mentioned:Novare Capital Management、Vanguard

jpp-KY posts first-ever quarterly profit exceeding half its share capital; power grid bottlenecks seen creating new opportunities

Published ・ Source Taiwan | 鉅亨網

經寶精密 (jpp-KY) posted after-tax net profit of NT$292 million in the third quarter, with EPS hitting a record NT$5.51. Benefiting from AI and energy demand, its power products have entered mass production, and its aerospace business has received Airbus certification, supporting an optimistic outlook.

Facts

  • 經寶精密's third-quarter after-tax net profit was NT$292 million, up 28% year on year.
  • 經寶精密's third-quarter earnings per share (EPS) were NT$5.51, a quarterly record.
  • 經寶精密 has, for the first time, earned more than half its share capital in a single quarter.
  • Original經寶精密取得空中巴士A350駕駛艙結構件超過20項航太專業製程認證。
  • 經寶精密 acquired French aerospace manufacturer SEGNERE SAS and renamed it ADE.
  • 經寶精密's power supplies and uninterruptible power management systems entered large-scale mass production this quarter.

Companies mentioned:經寶精密、jpp-KY、SEGNERE SAS、ADE、空中巴士

Democrats' sweep of Congress fuels a Treasury rally: Could it mirror the late-2023 market? Experts say 2 data points will determine the bull market's outlook

Published ・ Source Taiwan | 鉅亨網

The Democrats' return to control of Congress after the U.S. midterm elections has fueled expectations of cooling AI investment, constraints on the fiscal deficit and easing geopolitical conflicts, driving Treasury yields sharply lower. Experts warn that subsequent CPI data and Treasury auction results need to be watched to confirm whether the rally can continue.

Facts

  • U.S. Treasuries have rallied steadily over the past month, with the 10-year yield falling more than 50 basis points from its peak early last month to around 4.8%.
  • With the Democrats regaining control of both the House and Senate, bond investors are reassessing 3 main drivers: the AI capital spending frenzy, expanding fiscal deficits and the geopolitical energy premium.
  • The U.S. annual budget deficit has reached $2 trillion, about 6% of GDP.
  • Brent crude briefly fell below $100, driving inflation expectations and breakeven inflation rates lower in tandem.
  • A total of $125 billion in quarterly refunding auctions will be held this week, including $58 billion in 3-year notes, $42 billion in 10-year notes and $25 billion in 30-year bonds.

Companies mentioned:聯博、Natixis、施羅德投資

OpenAI insists AI demand remains strong, reiterates continued investment and targets a 2027 IPO

Published ・ Source Taiwan | 鉅亨網

OpenAI CFO Sarah Friar reiterated that AI demand is strong and confirmed the IPO has been delayed until 2027. The company is actively raising funds to increase its valuation to $1.25 trillion, while AMD has made a major breakthrough in the AI hardware market.

Facts

  • OpenAI has pushed its IPO target from 2026 to 2027 or later, prioritizing the safety of its AI operations.
  • OpenAI is in talks to raise its pre-money valuation from $852 billion to $1.25 trillion and raise additional funds.
  • Intel is struggling to compete for AI customers amid a cooling PC market and $1.9 billion in foundry losses.

Companies mentioned:OpenAI、AMD、Meta、Intel

Tech stocks become cheaper than the broader market; Wall Street says buy more, Morgan Stanley calls the next 2 to 3 weeks an opportunity

Published ・ Source Taiwan | 鉅亨網

Original美國期中選舉後科技股修正,標普500科技類股本益比降至17倍低於大盤。華爾街機構視其為多頭調整,摩根士丹利建議未來兩至三週加碼,認為估值下修已反映利空。

Facts

  • The S&P 500 technology sector's forward price-to-earnings ratio fell to 17 times, below the broader market's 18 times for the first time in 9 years.
  • Original摩根士丹利策略師Mike Wilson認為未來兩到三週是加碼時機。
  • Asia-Pacific technology stocks have fallen an average of 39% so far this year, and are down an average of 58% from their June 2026 peak.
  • Original三星電子與SK海力士2028年預估股價淨值比分別降至0.79倍、0.98倍。
  • The average forecast by major institutions for the S&P 500's year-end target is 7973 points.

Companies mentioned:Truist Wealth、摩根士丹利、Yardeni Research、Seaport Global Holdings、富國銀行、Alphabet、亞馬遜、三星電子、SK海力士、台積電、鴻海

Taiwan | 環球生技月刊(9)

2026-11-09 biotech stocks: (gainers) 中裕 10%, 康霈 10%, 浩鼎 9.99%; (decliners) 望隼 10%, 強生 9.95%, ABC-KY 3.89% - Global Bio & Investment

Published ・ Source Taiwan | 環球生技月刊

Biotech stock market moves on Nov. 9, 2026: 中裕, 康霈 and 浩鼎 led gains, while 望隼, 強生 and ABC-KY posted the largest declines.

Companies mentioned:中裕、康霈、浩鼎、台康生技、睿生光電、漢達、泰宗、科妍、馬光-KY、藥華藥、望隼、強生、ABC-KY、雲象科技-創、視陽、和迅、晶碩

Original2026-11-09法人動態:(買超)高端疫苗588張、中裕526張、台康生技489張;(賣超)望隼905張、訊映463張、北極星藥業-KY190張-環球生技月刊

Published ・ Source Taiwan | 環球生技月刊

Original2026年11月9日環球生技月刊報導法人動態,高端疫苗、中裕、台康生技為買超前三名;望隼、訊映、北極星藥業-KY為賣超前三名。

Companies mentioned:高端疫苗、中裕、台康生技、合一、藥華藥、漢達、神隆、沛爾生醫*-創、東洋、康霈*、望隼、訊映、北極星藥業-KY、視陽、環球生技月刊

11/09 Biotech Stock Update - Global Bio & Investment

Published ・ Source Taiwan | 環球生技月刊

11/09 biotech stock update: 順藥 and 安美得 sign a global licensing agreement for LT1001; 中裕, 康霈 and 浩鼎 shares rise, while 望隼 and 強生 fall; institutions post net buys in 高端疫苗, 中裕 and 台康生技, and net sells in 望隼 and 訊映.

Facts

  • 順藥 (6535)
  • LT1001
  • 中裕 10%
  • 康霈 10%
  • 浩鼎 9.99%
  • 望隼 10%
  • 強生 9.95%
  • ABC-KY 3.89%
  • 高端疫苗 588 lots
  • 中裕 526 lots
  • 台康生技 489 lots
  • 望隼 905 lots
  • 訊映 463 lots
  • 北極星藥業-KY 190 lots

Companies mentioned:順藥、安美得、中裕、康霈、浩鼎、望隼、強生、ABC-KY、高端疫苗、台康生技、訊映、北極星藥業-KY

慕康生醫 (5398): 聯崴生技 extends an additional NT$20 million in loans to parent company 慕康生醫 - Global Bio & Investment

Published ・ Source Taiwan | 環球生技月刊

Original慕康生醫公告其100%轉投資子公司博聯生技擬貸與母公司慕康生技醫藥2億元營運資金,用於充實營運資金及償還借款。

Facts

  • Amount of new funds lent (NT$ thousand): 20,000
  • Capital (NT$ thousand): 494,655
  • Accumulated profit (loss) (NT$ thousand): -26,472
  • Annual interest rate: 2.85%
  • Ratio of outstanding loans to the net worth in the latest financial statements of the public company: 7.71

Companies mentioned:慕康生醫、博聯生技股份有限公司、慕康生技醫藥股份有限公司

慕康生醫 (5398) appoints 沈佩霖 and 陳正林 as corporate governance and information officers - Global Bio & Investment

Published ・ Source Taiwan | 環球生技月刊

慕康生醫 (5398) announced changes to its corporate governance and information officer positions, with 沈佩霖 taking over as corporate governance officer and 陳正林 as information officer.

Facts

  • 5398
  • 115/11/09

Companies mentioned:慕康生醫

聿新科 (4161) reports combined profit of NT$74.9 million for the first 3 quarters of year 115, with after-tax EPS of NT$1.28 - Global Bio & Investment

Published ・ Source Taiwan | 環球生技月刊

Original聿新科(4161)公告115年前三季合併財務報告,累計歸屬於母公司業主淨利為74,904仟元,基本每股盈餘為1.28元。

Facts

  • 74,904
  • 1.28
  • 655,916
  • 195,187
  • 57,222
  • 88,259
  • 73,267
  • 1,533,652
  • 519,048
  • 1,010,910

Companies mentioned:聿新科

順藥 (6535) reports consolidated loss of NT$339 million for the first 3 quarters of 115, with an after-tax loss per share of NT$-2.04 — Global Biotech Monthly

Published ・ Source Taiwan | 環球生技月刊

順藥 (6535) announced its consolidated financial report for the first 3 quarters of 115, reporting a cumulative net loss of NT$339 million and an after-tax loss per share of NT$2.04.

Facts

  • Operating revenue (NT$ thousand): 18,958
  • Net income (loss) attributable to owners of the parent (NT$ thousand): (339,123)

Companies mentioned:順藥

順藥 (6535) board resolves to sign an LT1001 long-acting analgesic injection global licensing agreement with 安美得, and transfer or terminate other licensing agreements — Global Biotech Monthly

Published ・ Source Taiwan | 環球生技月刊

The board of 順天醫藥生技股份有限公司(順藥)resolved to grant the exclusive global rights to the LT1001 long-acting analgesic injection to 安美得生醫股份有限公司, and to transfer or terminate previous regional licensing agreements with companies including Skyline Vet Pharma, Inc.

Facts

  • 115/11/09

Companies mentioned:順天醫藥生技股份有限公司、順藥、安美得生醫股份有限公司、安美得、Skyline Vet Pharma, Inc.、SVP

11/09 Biotech Stock Update - Global Bio & Investment

Published ・ Source Taiwan | 環球生技月刊

Biotech stock moves on Nov. 9: 順藥 and 安美得 sign an LT1001 licensing agreement; 中裕, 康霈 and 浩鼎 shares rise, while 望隼 and 強生 fall; institutional investors are net buyers of 高端疫苗, 中裕 and 台康生技, and net sellers of 望隼, 訊映 and 北極星藥業.

Facts

  • 順藥 (6535)
  • LT1001
  • 中裕 10%
  • 康霈 10%
  • 浩鼎 9.99%
  • 望隼 10%
  • 強生 9.95%
  • ABC-KY 3.89%
  • 高端疫苗 588 lots
  • 中裕 526 lots
  • 台康生技 489 lots
  • 望隼 905 lots
  • 訊映 463 lots
  • 北極星藥業-KY 190 lots

Companies mentioned:順藥、安美得、中裕、康霈、浩鼎、望隼、強生、ABC-KY、高端疫苗、台康生技、訊映、北極星藥業-KY

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