Republican lawmaker files 8 impeachment articles against Hegseth! Trump backs defense chief as House vote looms this week
Published ・ Source Taiwan | 鉅亨網
U.S. Defense Secretary Pete Hegseth is facing the threat of impeachment after Republican Representative Thomas Massie filed 8 articles calling for his removal. President Donald Trump publicly voiced support for Hegseth, saying he was doing an excellent job. The House could vote this week, but the outcome is uncertain given the Republicans' narrow majority.
Facts
Republican Representative Thomas Massie files 8 articles of impeachment seeking Hegseth's removal
The impeachment charges include violating the War Powers Resolution and extrajudicial killings
President Trump says he will continue to support Hegseth even if he is impeached
House Republicans hold an extremely slim majority, with 218 to 214 seats
The most recent cabinet secretary to be impeached was Homeland Security Secretary Alejandro Mayorkas in 2024
摩根士丹利 said in a report that the sell-off in AI-related stocks was excessive and that data center construction had been delayed, not canceled. It remains bullish on the Four Horsemen, including 亞馬遜 and 微軟.
Facts
摩根士丹利 said the recent sell-off in AI-related stocks was an overreaction.
About 5GW of planned U.S. data center capacity could be pushed from 2028 to 2029.
大摩 is bullish on 亞馬遜, 微軟, Meta and Alphabet.
Adjustments to data center construction timelines could help ease supply chain bottlenecks.
AI investment plans by hyperscalers remain largely unchanged.
TPEx takes 10 rising stars to Hong Kong for investor conference; 穩懋 and semiconductor and AI national team in spotlight
Published ・ Source Taiwan | 鉅亨網
櫃買中心 will hold an overseas investor conference in Hong Kong on Nov. 13, inviting 10 key AI and semiconductor suppliers, including 聯亞 and 穩懋. The event aims to strengthen ties between Taiwan's capital market and the international community, and showcase the competitive advantages of Taiwan's high-tech industrial clusters to foreign investors.
Facts
櫃買中心 and 凱基證券 will hold the “2026 TPEx & KGI Taiwan Corporate Day” overseas investor conference in Hong Kong on Nov. 13.
The event specially invited 10 rising tech companies with a leading presence in the AI and semiconductor supply chains to take part in Hong Kong.
Participants included network communications company 聯亞 (3081-TW), and electronic components companies 台燿 (6274-TW) and 志聖 (2467-TW).
Major semiconductor companies joining the event included 穩懋 (3105-TW), 弘塑 (3131-TW), 萬潤 (6187-TW), 精測 (6510-TW) and 均華 (6640-TW).
宜鼎 (5289-TW), which specializes in computers and peripheral equipment, and 聖暉* (5536-TW), which focuses on cleanroom electromechanical and process facilities for high-tech industries, also took part.
The Hong Kong fundraising trip aimed to showcase the key technologies and diverse presence of Taiwan's high-tech industry supply chain to international investment institutions.
The “fourth institutional investor” keeps buying as prices fall; recurring-investment accounts for 0050 and 0056 both hit records
Published ・ Source Taiwan | 鉅亨網
證交所 data show that the number of people making regular fixed-amount investments in Yuanta Taiwan 50 (0050) and Yuanta High Dividend (0056) hit record highs in October, reaching 1.309 million and 344,000, respectively. The “fourth institutional investor” demonstrated a mature strategy amid market volatility, adding at lows and buying heavyweight stocks against the trend, bolstering confidence in index investing.
Facts
The number of people making regular fixed-amount investments in Yuanta Taiwan 50 (0050) and Yuanta High Dividend (0056) reached 1.309 million and 344,000, respectively, in October, setting record highs.
0050 has held the top spot for regular fixed-amount investment accounts for 21 consecutive weeks.
From the start of the year through 11/9, returns for 0050 and 0056 were 50.4% and 55.2%, respectively, outperforming actively managed ETFs.
0050 attracted NT$140.2 billion in net subscriptions in October, followed by another NT$144 billion in inflows during the first six trading days of November.
The most popular actively managed ETF, 00981A, returned just 44.8%, lagging 0056 by more than 10 percentage points.
Jensen Huang hired a crisis PR firm before his affair came to light! Heller Inc. has handled several high-profile sex scandals
Published ・ Source Taiwan | 鉅亨網
Nvidia CEO 輝達's Jensen Huang reportedly hired crisis PR firm Heller Inc. a year before acknowledging an affair. The firm has handled several celebrity scandals. The revelation comes alongside a New York Times report alleging that 輝達 helped Chinese companies evade chip export restrictions, prompting the board to launch an independent investigation.
Facts
Jensen Huang reportedly hired crisis PR firm Heller Inc. at least a year before publicly acknowledging his affair.
Heller Inc.'s clients have included former U.S. congressman Anthony Weiner, celebrity chef Mario Batali and former New Yorker writer Jeffrey Toobin.
Original新加坡資料中心公司Megaspeed已取得價值近20億美元的輝達晶片
In a statement, Jensen Huang acknowledged having an affair with a former Megaspeed executive but did not name 黃樂
Trump speaks again on AI: Risks are manageable, and he is open to regulatory guardrails
Published ・ Source Taiwan | 鉅亨網
U.S. President Donald Trump recently said AI risks are manageable and that he is open to regulatory guardrails. He also stressed the need to ensure the United States maintains its lead in AI, saying he did not want excessive regulation to leave the country behind.
Facts
U.S. President Donald Trump said the risks posed by artificial intelligence (AI) are manageable.
Trump said on a program that he did not mind setting regulatory guardrails.
Trump wants to avoid regulatory measures leaving the United States behind in AI.
Trump has previously tended to favor letting tech companies regulate themselves.
Songchuan seeks first capital-market fundraising since IPO, files to issue NT$1.5 billion in unsecured convertible bonds
Published ・ Source Taiwan | 鉅亨網
松川精密 plans to raise funds by issuing NT$1.5 billion in unsecured convertible bonds, its first such financing since listing. Driven by AI and energy storage demand, revenue in the first 9 months of 2026 rose 44% year over year, surpassing the full-year level.
Facts
松川精密 plans to issue unsecured convertible bonds (CBs) with a total principal amount of up to NT$1.5 billion.
The fundraising marks 松川精密's first capital-market financing since it went public on 2025年10月16日.
松川精密's revenue in the first 9 months of 2026 was NT$6.852 billion, up 44% year over year.
松川精密's revenue for October reached a record for the same month at NT$849 million, up 53.62% year over year.
松川精密's high-voltage, high-current products accounted for 17% of its product applications, up from 12% in the same period last year.
Two Fed officials strike hawkish tones! Markets see an 80% chance of a December rate hike; AI investment boom adds policy uncertainty
Published ・ Source Taiwan | 鉅亨網
Federal Reserve officials have sent a series of hawkish signals, stressing that services inflation and a stable labor market point to the need for further monetary tightening. Markets put the chance of a December rate hike at 80% and are watching the potential impact of AI investment on the economy.
Facts
Markets see the chance of a Federal Reserve rate hike in December at about 80%.
The stretch during which the unemployment rate has remained at 4.5% or below has reached a record.
Last month, the Federal Reserve voted 10-2 to keep interest rates unchanged.
In September, the Federal Reserve unanimously approved a 1-notch rate hike, raising the benchmark rate to 3.75% to 4%.
Barkin said businesses face rising costs for items including gasoline, diesel, chips and health insurance.
178 products exempted! U.S.-China tariff suspension extended for 2 months; brokerages say export supply chains get a reprieve, adding external support to A-share recovery
Published ・ Source Taiwan | 鉅亨網
The U.S. Trade Representative's Office (USTR) announced an extension through January 9 next year of exemptions from 301 tariffs on 178 products. China also suspended additional 24% tariffs on U.S. goods for 2 months. The move gives export supply chains a buffer, easing cost pressures on B2B component makers and supporting expectations of a recovery in A-shares.
The 178 products covered by the extension are mainly intermediate and capital goods. Of these, 164 include pump components, electronic parts, electrical machinery, medical supplies and other products.
Brokerages including 中金, 財信 and 銀河 believe the most disruptive phase is passing and that A-shares may be poised to build a bottom amid volatility and recover.
Short-selling firm Culper Research issued a report alleging that 輝達 CEO Jensen Huang had close ties to a senior executive suspected of involvement in Chinese espionage, sending 輝達 shares lower and prompting a board investigation.
Facts
Culper Research founder Christian Lamarco wrote a 40-page report on 輝達, warning that it faces problems related to China.
The report said 輝達 CEO Jensen Huang’s relationship with Megaspeed International senior executive Huang Le was “uncomfortably close.”
The U.S. government suspects that Megaspeed senior executive Huang Le was recruited by a Chinese intelligence agency.
The 輝達 board announced an investigation and said there was no reason to believe national security or 輝達 secrets had been compromised.
Culper Research is a short-selling firm named after George Washington’s spy network during the American Revolutionary War.
After Jensen Huang admitted to an extramarital affair, 輝達 shares plunged as much as 8.8% intraday.
〈Stocks in Focus〉 視陽’s third-quarter EPS of 6.32 yuan sets record for a single quarter; shares hit limit-up
Published ・ Source Taiwan | 鉅亨網
Strong demand in Japan and China for 視陽’s silicone hydrogel colored contact lenses, along with new capacity, helped drive third-quarter after-tax net profit to NT$398 million, up 55.7% year over year. EPS of 6.32 yuan set a record, and the shares touched limit-up. Capacity is set to increase in the fourth quarter, with operations expected to outperform the third quarter.
Facts
視陽’s third-quarter after-tax net profit reached NT$398 million, up 55.7% year over year, while EPS of 6.32 yuan set a record for a single quarter
視陽’s third-quarter revenue was NT$1.453 billion, up 14.59% quarter over quarter and 28.36% year over year
視陽 estimates monthly capacity will reach 63 million units in the fourth quarter and rise to 75 million units in the first quarter of 2027
視陽’s after-tax net profit for the first three quarters of this year was NT$930 million, up 58.2% year over year, while EPS of 14.77 yuan set a record for the same period
視陽’s third-quarter gross margin was 46.66%, down 2.15 percentage points quarter over quarter and up 0.46 percentage points year over year
家登’s revenue for the first 10 months rose 24%; capacity is fully booked as it prepares early for next year’s orders
Published ・ Source Taiwan | 鉅亨網
家登 reported October revenue of NT$817 million, up 24% year over year. Capacity is fully booked in the fourth quarter as the company gears up for demand in 2027. It is advancing development of High-NA EUV mask carriers and partnering with industry players to get ahead in 12-inch mask technology and improve profitability.
Facts
家登’s October revenue was about NT$817 million, up 24% year over year
Cumulative revenue for the first 10 months reached NT$7.7 billion, up 34% year over year
Capacity will remain fully booked in the fourth quarter; with more holidays in October, some shipments were deferred to November
家登 is increasing the share of high-value-added products, improving gross margin and overall profitability
First post-election purge! Republican proposes impeaching Hegseth; Trump vows support. Experts: Though politically symbolic, geopolitical risk premiums may persist
Published ・ Source Taiwan | 鉅亨網
U.S. Defense Secretary Pete Hegseth faces an impeachment proposal from Republican Representative Massie, focused on responsibility for the Iran war. It marks the first post-election Republican-led purge, and although removal is unlikely, it carries political symbolism. Experts warn that geopolitical risk premiums could persist.
Facts
Republican U.S. Representative Thomas Massie of Kentucky submitted a resolution to the House on Monday (the 9th), seeking a full House vote on impeaching Defense Secretary Pete Hegseth.
The impeachment articles center on military operations in Iran and examine Hegseth’s role in decision-making on U.S. military actions in Yemen and Venezuela.
U.S. public opinion broadly views Hegseth as a key architect of the Iran war, which is seen as one of the main reasons for the Republican Party’s crushing defeat in this midterm election.
House Democratic Leader Jeffries said on Sunday (the 8th) that he “strongly supports” impeachment, bluntly saying Hegseth “has to go.”
Trump said emphatically on Monday that he would stand by Hegseth all the way if he were impeached, calling the demands “unfair.”
Experts say impeachment uncertainty could prolong the unwinding of geopolitical risk premiums. Washington’s posture toward Iran, Yemen and Persian Gulf shipping routes will be a key focus.
Jensen Huang affair controversy reveals capital network! Investment empire behind Huang Le, the woman at the center, comes to light
Published ・ Source Taiwan | 鉅亨網
A marital controversy involving 輝達 CEO Jensen Huang has brought to light the capital network of Huang Le, the woman at the center of the story. She was previously a director at 輝達 partner Megaspeed and had deep equity ties with 和熙投資 and gaming company 第七大道.
Facts
輝達 CEO Jensen Huang posted an apology on the company website, admitting he had been unfaithful to his wife.
Huang Le was a senior executive at Megaspeed, a data center company registered in Singapore that purchased at least $4.8 billion worth of 輝達 equipment over the past several years.
Huang Le previously served as vice president, executive director and a member of the investment decision-making committee at 和熙投資.
In 2019, 第七大道 acquired Osmanthus from Maple Vale Limited, wholly owned by Huang Le, for RMB 1 billion.
和熙投資 founder 康偉 was fined RMB 2.5 million by the China Securities Regulatory Commission for violations.
After holding Megaspeed through Huang Le Limited for about 8 months, Huang Le sold her entire stake and resigned as a director.
康偉 took the helm of 中海基金 in 2007 at just 33 years old, earning a reputation as the country’s youngest fund company general manager at the time.
Companies mentioned：輝達(NVDA-US)、Megaspeed、上海和熙投資管理有限公司(和熙投資)、上海韻禧投資、上海瓏騰智算數據集團有限公司、飛葉投資、瑞錦春天體育俱樂部、瑞祥春天、瑞麗春天、第七大道(00797-HK)、Maple Vale Limited、Osmanthus、7Road International、Huang Le Limited、上海領素達、上海斐訊、慧球科技(天下秀)、ST中絨、世紀華通、天游軟體、七酷網路、上海瓏睿信息、上海吉六零瓏爍、世紀華通雲數據(前身為世紀瓏騰)、普洛斯、騰訊控股(00700-HK)、中興(00763-HK)、九晉投資、好利科技
Jensen Huang affair rumors intensify; Trump says “he’ll be fine” as their relationship comes under scrutiny
Published ・ Source Taiwan | 鉅亨網
Reports that 輝達 CEO Jensen Huang had close ties to a Chinese businesswoman have raised national security concerns. The board has launched an investigation and shares have fallen. Trump expressed support, but his relationship with Huang is under scrutiny.
Facts
The 輝達 board has launched an investigation to determine whether Jensen Huang became a target of a foreign intelligence agency.
輝達 shares fell to a 七-month low on Monday.
Trump described Jensen Huang as “an honest man,” adding, “I think he’ll be fine.”
Trump announced that the United States would allow 輝達 to export its H200 AI chip, ranked second in performance, to China, and charge a 25% fee on the sales.
Jensen Huang also pledged to donate $25 million to support Trump’s planned White House ballroom project.
Trump revealed that during the summer he bought 輝達 shares worth up to $1.6 million and sold shares worth up to $1 million.
The New York Times reported that Trump was briefed on Jensen Huang’s relationship with a Chinese businesswoman but ultimately chose not to act.
The marriages of the super-rich: Revisiting Warren Buffett’s “open marriage”
Published ・ Source Taiwan | 鉅亨網
輝達 CEO Jensen Huang’s admission of an extramarital affair has drawn attention. The article revisits the complex marital relationship between investment guru Warren Buffett, his former wife Susan and his partner Astrid, examining their relationship dynamic and insights on marriage.
Facts
輝達 (Nvidia) CEO Jensen Huang publicly admitted in a letter to all employees that he had been unfaithful to his wife and apologized to his family.
Warren Buffett married his first wife, Susan, in 1952. They had 三 children and separated in 1977.
Astrid Menks officially moved into Buffett’s home in May 1978.
Buffett married Menks on his 76th birthday; the wedding took just 15 minutes.
Buffett summed up the key to a lasting marriage as finding someone with low expectations.
Trump says he warned a top AI figure, “Do something bad and get ready for prison”; clues point to Anthropic CEO
Published ・ Source Taiwan | 鉅亨網
Trump hinted that the government had threatened to send an AI company executive to prison, with clues pointing to Anthropic. Following safety concerns over its Claude Fable 5 model, the company faced access restrictions from the Commerce Department, which were later lifted after safeguards were strengthened.
Facts
In an interview with 60 Minutes, Trump said the government had threatened the head of an AI company, telling them to “get ready for prison,” but did not identify the person.
On June 12 this year, the White House raised concerns about cybersecurity vulnerabilities in Anthropic’s Claude Fable 5 model.
The administration used export controls through the Commerce Department to restrict access to Anthropic’s model, forcing the company to suspend service.
Trump posted on Truth Social on September 14, directly naming “Anthropic’s Dario.”
Anthropic confirmed on June 30 that the restrictions had been lifted after it strengthened its technical safeguards.
Semiconductor stocks rebound after sharp selloff! Morgan Stanley names 輝達, SanDisk and Micron as buys on the dip; bears warn the decline is not over
Published ・ Source Taiwan | 鉅亨網
Semiconductor stocks rebounded after a sharp drop, as Wall Street opinions diverged. Morgan Stanley and Cantor Fitzgerald favor buying 輝達, SanDisk and Micron on the dip, saying AI investment has merely been delayed; technical signals, however, warn that the index has fallen below its 200-day moving average and stock prices could correct further.
Facts
The iShares Semiconductor ETF (SOXX-US), which tracks U.S. semiconductor stocks, rose about 7% on the 9th, bringing its year-to-date gain back above 45%.
Morgan Stanley analyst Stephen Byrd said the impact of the midterm elections is more likely to delay data center construction until 2028 and 2029 than to directly cancel the related plans.
Cantor Fitzgerald analyst C.J. Muse said 輝達 shares currently trade at only about 9 times projected 2028 earnings, making the valuation attractive.
BTIG chief market technician Jonathan Krinsky said the Philadelphia Semiconductor Index recently fell below its 200-day moving average, the first time this has happened since May 2025.
The Roundhill Memory ETF (DRAM-US), which tracks the memory industry, has fallen more than 30% this quarter. Its holdings include Samsung Electronics, Micron and SK hynix.
AMD lands key role in Google AI chips! Fifth-generation EPYC joins TPU systems as competition with 輝達 heats up
Published ・ Source Taiwan | 鉅亨網
超微半導體 (AMD) announced that its fifth-generation EPYC processors will be supplied for Google Cloud’s TPU 8tx system, strengthening hardware-based confidential computing capabilities. The partnership gives AMD a key role in the expansion of AI infrastructure, drawing a positive market response and sending AMD shares sharply higher.
Facts
超微半導體 (AMD) fifth-generation EPYC server processors will provide the host computing foundation for Google Cloud’s latest TPU 8tx system.
TPU 8tx is the first cloud TPU system with hardware-enforced confidential computing capabilities, combining Google’s in-house TPU with AMD’s fifth-generation EPYC processor.
AMD EPYC processors have now been adopted by more than 10 major hyperscalers and frontier AI labs.
According to Bloomberg Intelligence estimates, annual sales related to Google TPUs are expected to rise from US$12 billion in 2026 to more than US$135 billion in 2028.
AMD shares closed up 13.3% on the 9th at US$508.58.
OriginalGoogle Cloud同期營收年增超過一倍，達307.1億美元。
The new TPU system is expected to become available in 2027.
望隼 posts 746 million yuan in net profit for the first 3 quarters, up nearly 4成 year over year; earnings per share of NT$12.7 approach last year’s level
Published ・ Source Taiwan | 鉅亨網
Contact lens maker 望隼 posted strong earnings for the first 3 quarters, with net profit after tax reaching NT$746 million, up nearly 4成 year over year. Earnings per share of NT$12.7 approached the full-year level last year. Benefiting from process optimization and strong demand in Japan, revenue is expected to continue growing for the full year.
Facts
望隼 posted net profit after tax of NT$746 million for the first 3 quarters of this year, up nearly 4成 year over year.
望隼 reported earnings per share of NT$12.7 for the first 3 quarters, approaching last year’s full-year level.
望隼 reported third-quarter revenue of NT$1.146 billion, up 34.19% year over year.
望隼 reported a third-quarter gross margin of 40.75%, up 0.7 percentage points year over year.
望隼 said the year-over-year increase in its third-quarter gross margin was mainly due to a higher utilization rate and process optimization.
望隼 reported cumulative revenue of NT$3.373 billion for the first 3 quarters, up 33% year over year.
Affair scandal continues to roil markets! Wall Street debates 黃仁勳’s importance to 輝達, with analysts split: one camp says the valuation has collapsed, another says the system will keep running
輝達 founder and CEO 黃仁勳 acknowledged an affair on Sunday (the 8th), after which the board launched an independent investigation.
輝達 stressed that 黃仁勳 would remain in his role, but Wall Street has begun seriously discussing the “post-黃仁勳 era.”
輝達 was founded 33 years ago, and 黃仁勳 has led it for more than 30 years. He has more than 60 direct reports and has never publicly groomed a successor.
Dan Gallagher, a longtime 輝達 analyst, said that without 黃仁勳, no one knows how to value the company.
Yorkville Ives partner Dan Ives called 黃仁勳 the soul of 輝達, saying no one in management could take over seamlessly.
Niles Investment Management founder Dan Niles expects the board to force the launch of a succession process, but said long-term operations would not necessarily go off track.
黃仁勳 owns only about 3.5% of 輝達, and his control stems from personal stature and technical judgment rather than institutional arrangements.
黃仁勳 scandal hits 輝達 hard! 超微 surges 13%, 博通 rallies: the real winner among chip stocks?
Published ・ Source Taiwan | 鉅亨網
An espionage scandal involving 輝達 CEO 黃仁勳 sent the stock sharply lower, wiping US$1.46 trillion off its market value. Rivals 超微 and 博通 rose, while the U.S. Congress called for an investigation and could tighten export controls.
Facts
輝達 (NVDA-US) shares fell more than 4% on Monday, extending their recent decline.
輝達 has lost US$1.46 trillion in market value over the past 24 trading days.
超微 (AMD-US) and 博通 (AVGO-US) shares closed up 13.3% and 8.8%, respectively.
China’s share of 輝達 revenue has fallen from 28% to 8%.
輝達 loses US$190 billion in market value overnight; 黃仁勳 hired top crisis PR firm a year early
Published ・ Source Taiwan | 鉅亨網
輝達 shares plunged 4.27% on the 9th to US$178.67, wiping US$190 billion off its market value. Founder 黃仁勳 admitted to an affair and an investigation was launched; his daughter canceled her trip, and 黃仁勳 had hired Heller PR to handle the crisis well in advance.
Facts
輝達 (NVDA) shares plunged 4.27% on the 9th, closing at US$178.67.
輝達 has a total market value of US$4.31 trillion, after losing more than US$190 billion overnight.
黃仁勳 sent an internal letter acknowledging that he had been unfaithful to his wife, and the board launched an independent investigation.
黃仁勳’s daughter abruptly canceled her trip to South Korea due to family circumstances.
黃仁勳 had already hired crisis PR firm Heller, with the team working together since at least October 2025.
First formal interview since the midterm elections! Trump says immigration “can be discussed,” AI “must come first,” and investment “I don’t know”
Published ・ Source Taiwan | 鉅亨網
In an interview with CBS, U.S. President Trump acknowledged that his deportation policy was too harsh and said he was willing to work with Democrats, while stressing the importance of leading in AI technology and revealing that he had threatened AI companies with criminal liability. He also stopped short of endorsing Vance or Rubio as his successor in 2028 and denied knowing the details of his family’s cryptocurrency company’s investments.
Facts
Trump acknowledged that the mass deportation campaign may have been too harsh and said he was willing to work with Democrats.
Trump revealed that the government had called AI company executives to warn them they could face criminal prosecution.
Trump admitted he could not forgive some political enemies, including former FBI Director James Comey and former Speaker of the House Pelosi.
Trump said he knew nothing about investments in World Liberty Financial, the cryptocurrency company jointly owned by his family.
Since early October, the one-month rolling correlation between daily returns for the dollar-yen exchange rate and AI-related stocks has surged to its highest level so far this year.
If the global economic outlook deteriorates significantly, currency market volatility will rise, and the yen is likely to outperform other major currencies.
Huang Renxun admits to an extramarital affair; was 輝達 unfairly sold off? Final trading day before 00662 split; trading resumes 11/17
Published ・ Source Taiwan | 鉅亨網
富邦 NASDAQ ETF (00662) is set to relist after its split on November 17, with its share count increasing fivefold to lower the investment threshold. Meanwhile, the market is focused on 輝達's earnings and Huang Renxun's congressional briefing. Institutions are optimistic about the long-term growth of technology stocks and recommend building positions in stages amid volatility.
Facts
Trading in 富邦 NASDAQ ETF (00662) will be suspended starting November 11 and resume on November 17.
After the split, each board lot of 00662 ETF will increase from 1,000 shares to 5,000 shares.
Nearly NT$2 billion in dip-buying flowed in over just four days after U.S. stocks fell on 11/4.
輝達 has a market capitalization of about US$4.5 trillion.
亞馬遜's market capitalization surged by US$2.07 trillion after Bezos's marital troubles.
Q4 peak-season bulk freight rates may diverge; watch out even more for “oversupply” next year
Published ・ Source Taiwan | 鉅亨網
Bulk shipping company 正德 reported October revenue up 12.44% year over year and net profit for the first three quarters up 11.64%. Capesize freight rates remain firm in the fourth quarter, while other vessel types face pressure. The company is flush with cash and will order MPP vessels to address the potential risk of oversupply in 2027.
Facts
正德 reported net profit after tax of NT$553 million for the first three quarters, with EPS of NT$1.67
Capesize freight rates are supported by iron ore demand, while Panamax and Handysize vessels face pressure
正德 had NT$1.938 billion in cash and cash equivalents
正德 ordered 11 multipurpose (MPP) vessels, each with a capacity of 17,400 tons
正德 expects to take delivery of the vessels in stages starting in the second quarter of next year
〈Real Estate〉Building sale and transfer numbers rise against the trend in Taichung's three major Tun districts; Xitun's 57.6% annual increase stands out
Published ・ Source Taiwan | 鉅亨網
Building sale and transfer numbers across Taichung's housing market fell 7.4% year over year in January-October 2026, but the three major Tun districts—Xitun, Nantun and Beitun—grew against the trend. Xitun District led with a 57.6% year-over-year increase, showing that core residential areas continue to have market support.
Facts
Taichung recorded 32,436 building sale and transfer transactions in January-October 2026, down 7.4% year over year
Xitun District recorded 5,598 transfers in the first 10 months, up 57.6% year over year
Nantun District posted growth of 41.3%, while Beitun District grew 12.9%
Chen Xianwen, manager of the 中信房屋中科國安加盟店, said the overall market's year-over-year decline was mainly due to credit controls and tighter mortgage conditions
Xitun District is home to major development areas, including the 7th Redevelopment Zone and the Shui-Nan Economic and Trade Park
台灣自來水公司 issued a water outage alert for Sanlun Village in Mingjian Township, Nantou County, due to emergency repairs on Mulun Lane. The outage will run from noon to 5 p.m. on November 10, 2026.
台灣自來水公司 will suspend water service in Wanfeng and Jiuzheng villages in Wufeng District, Taichung City, from 9:17 to 17 on November 10, 2026, for repairs and inspection due to a mechanical and electrical equipment failure.
Due to repairs and inspection of the flow meter in the Erjia subdistrict, 台灣自來水公司 announced a water service suspension in Zhongxin Village, Daxi District, Taoyuan City, and Erqiao Village, Yingge District, New Taipei City, on November 10, 2026.
台灣自來水公司 issued a water outage alert for several villages in Zhongliao Township, Nantou County, due to emergency repairs to a burst pipe on Yongping Road. The affected areas include Baxian, Zhongliao, Yongping and Fuxing villages. The alert is effective from 2026-11-10T11:22:25 until 2026-11-10T14:00:00.
台灣自來水公司 issued a water outage alert for parts of Douliu City and Linnei Township in Yunlin County. Water service is expected to resume in the afternoon of November 10, 2026.
台灣自來水公司 issued a water outage alert for some neighborhoods in Anle District, Keelung City, due to maintenance work by 台電. The outage will run from 11:02 to 16:00 on November 10, 2026.
水利署 issued an updated notice that water is freely overflowing from Baoshan Second Reservoir into the Shijing River, affecting Baoshan and Emei townships in Hsinchu County and the East, North, and Xiangshan districts of Hsinchu City. Residents along the river are urged to take care and stay away from the riverbed.
台灣自來水公司 carried out emergency repairs to a roadside water pipe on County Road Peng 203 at 17K+300M, causing a water outage in Wadong, Chikan, Houliao and Tongliang villages in Baisha Township, Penghu County.
台灣自來水公司 is carrying out outsourced construction of a district metering network and leak investigation in Xins上 Village, Zuoying District, Kaohsiung City, under the year 114 project, resulting in a water outage.
台灣自來水公司 is carrying out outsourced construction of a district metering network and leak investigation for the Kaohsiung office under the year 114 project, resulting in a water outage in Xins上 Village, Zuoying District, Kaohsiung City.
台灣自來水公司 will carry out improvements to external service lines for customers in some neighborhoods of Guishan District, Taoyuan City, from November 9 to 11, 2026. Water service will be suspended during the work.
台灣自來水公司 issued a water outage alert for Zhu'an and Zhuhe villages in Hualien City, Hualien County, due to emergency repairs to a burst pipe at No. 3 Wenguang Street. The outage is scheduled from 10:27 to 14:00 on November 10, 2026.
Land Strong Wind Advisory (Yellow Signal) (Pingtung County, Miaoli County, Taoyuan City, Lienchiang County, Yunlin County, New Taipei City, Chiayi County, Changhua County, Taichung City, Taitung County, Tainan City, Penghu County)
Published ・ Source Taiwan | 國家災害防救科技中心
中央氣象署 issued a Land Strong Wind Advisory (Yellow Signal), stating that from the morning of the 10th through the evening of the 11th, localized areas in several counties and cities, including New Taipei City, Taoyuan City and Miaoli County, have a chance of average winds of force 6 or above or gusts of force 8 or above.
台灣自來水公司 will suspend water service in Fuyuan Village, Beinan Township, and Fugang Village, Taitung City, Taitung County, from November 10 to 11, 2026, to replace pressurized water supply equipment at the Fugang distribution reservoir.
台灣自來水公司 is conducting emergency repairs to a burst 80mm pvcp pipe, causing a water outage in Huangcuo Village, Dacun Township, and Dongbei Village, Yuanlin City, Changhua County. The outage is scheduled from 09:57 to 17:30 on November 10, 2026.
台灣自來水公司 issued a water outage notice for parts of Sanwan Township, Miaoli County, and Emei Township, Hsinchu County, due to emergency repairs to a burst pipe. The outage is scheduled from 09:58 to 16:00 on November 10, 2026.
台灣自來水公司 issued a water outage alert for several neighborhoods in North District, Hsinchu City, due to repair work at No. 6, Alley 45, Lane 147, Nanya Street. The affected areas include Jinzhu, Jinya, Nanzhong, Nanya and Jiushe villages. The effective period is from 09:41 to 14:00 on November 10, 2026.
台灣自來水公司 will suspend water service in Shishan Village, Ruifang District, New Taipei City, from 8:34 to 14:00 on November 10, 2026, for replacement work on the No. 5 Road pipeline.
台灣自來水公司 issued a water outage alert for Guohua Village, Hualien City, Hualien County, due to emergency repairs to a leak at No. 32, Lane 125, Jianguo Road. The outage is scheduled from 08:38 to 14:00 on November 10, 2026.
台灣自來水公司 is replacing pipelines in Shuiwei and Xicuo villages, Xizhou Township, Changhua County, to improve water supply stability and reduce the risk of pipeline leaks. Water service will be suspended from 8:23 to 17:00 on November 10, 2026.
台灣自來水公司 will suspend water service in Xiqian Village, Luzhou District, New Taipei City, for pipeline replacement work. The effective period is from 13:38 on November 9, 2026, until the expiry time of 17:00 on November 10, 2026.
[Abandoned Warehouse Fire] [00:24 on the 10th, an abandoned warehouse on Haipu Road, Xiangshan District, Hsinchu City; extinguished, no casualties]
Published ・ Source Taiwan | 內政部消防署
A fire broke out in an abandoned warehouse on Haipu Road in Xiangshan District, Hsinchu City, in the early hours of the 10th. 消防局 dispatched 13 vehicles and 46 personnel to extinguish the fire. There were no casualties, and the burned area was approximately 50 square meters.
[Residential Fire] [06:34 on the 9th, residential fire on Yongxing Road Section 1, Nantou City, Nantou County; extinguished, no casualties]
Published ・ Source Taiwan | 內政部消防署
A residential fire broke out on Yongxing Road Section 1, Nantou City, Nantou County, at 06:34 on the 9th. 消防局 dispatched 11 vehicles and 27 personnel to extinguish the fire; there were no casualties. The initial assessment was that the homeowner opened a gas valve in an attempted suicide. Police took the homeowner to a police station.
[Residential Fire] [08:28 on the 9th, residential fire on Fude 1st Road, Xizhi District, New Taipei City; extinguished, no casualties]
Published ・ Source Taiwan | 內政部消防署
A residential fire broke out on Fude 1st Road in Xizhi District, New Taipei City. 消防局 dispatched 29 vehicles and 84 personnel to extinguish the fire; there were no casualties.
[Earthquake] [12:21 on the 9th, an earthquake with a magnitude of 4.2 and a depth of 11.0 kilometers occurred 23.2 kilometers east-southeast of the Yunlin County Government; no damage reported]
Published ・ Source Taiwan | 內政部消防署
An earthquake with a magnitude of 4.2 and a depth of 11.0 kilometers struck Gukeng Township, Yunlin County, at 12:21 on November 9, 2026. The maximum intensity was level 4 in Chiayi County. No damage was reported.
[Residential Fire] [11:49 on the 9th, residential fire on Wengong 2nd Street, Shengang Township, Changhua County; extinguished, 1 man confirmed dead]
Published ・ Source Taiwan | 內政部消防署
A residential fire broke out on Wengong 2nd Street in Shengang Township, Changhua County. 消防局 dispatched 15 vehicles and 26 personnel to extinguish the fire, and 1 man died.
【School fire】【9th, 10:57: A fire involving a standing fan in a classroom on basement level 1 of 中山國中, located on Section 1, Wenhua Road, Banqiao District, New Taipei City, was extinguished by a teacher using a fire extinguisher. No injuries or fatalities】
Published ・ Source Taiwan | 內政部消防署
A fire involving a standing fan broke out in a classroom on basement level 1 of 中山國中 in Banqiao District, New Taipei City. A teacher extinguished it using a fire extinguisher. No injuries or fatalities.
【Factory fire】【9th, 08:28: A fire broke out at a factory of 正崴精密工業股份有限公司 at No. 18, Zhongshan Road, Tucheng District, New Taipei City. It was extinguished at 14:43. 38 employees were evacuated, and 1 person was rescued and taken to hospital (triage level four)】
Published ・ Source Taiwan | 內政部消防署
A fire broke out at the factory of 正崴精密工業股份有限公司 in Tucheng District, New Taipei City, on the 9th. Firefighters extinguished it at 14:43. 38 employees were evacuated, and 1 person was taken to hospital.
A male member of the 消防署 Houbi Squad was struck on the head with a wooden stick by a mentally ill patient while responding to a medical call on the 9th. He was taken to 柳營奇美醫院 for examination, where doctors found bleeding in his head and said he needed to be hospitalized for observation. The minister and director-general have conveyed their concern.
[センコン物流株式会社] Amended Annual Securities Report — 63rd Fiscal Year (2021/04/01–2022/03/31)
Published ・ Source Japan | EDINET 金融庁開示
センコン物流株式会社 filed an amended annual securities report for its 63rd fiscal year (April 2021–March 2022). Total assets fell to about 17.5 billion yen, while ordinary profit came to 810 million yen, maintaining profitability.
Facts
The filer is センコン物流株式会社, and the document is an “Amended Annual Securities Report — 63rd Fiscal Year (2021/04/01–2022/03/31).”
[株式会社一や] Annual Securities Report — 76th Fiscal Year (2025/08/01–2026/07/31)
Published ・ Source Japan | EDINET 金融庁開示
株式会社一や filed its annual securities report for the 76th fiscal year on November 10, 2026. Sales were about 690 million yen and ordinary profit was about 550 million yen, but the company posted a net loss.
[ケイティケイ株式会社] Annual Securities Report — 55th Fiscal Year (2025/08/21–2026/08/20)
Published ・ Source Japan | EDINET 金融庁開示
ケイティケイ株式会社 filed its annual securities report for the 55th fiscal year (2025/08–2026/08), recording sales of 20.1 billion yen and net profit of 490 million yen. Its financial base was strengthened by a substantial increase in profit.
Boat carrying migrants from Africa sinks, killing 39; Spain's El Hierro Island declares state of emergency ｜ PNN News
Published ・ Source Taiwan | 公視新聞
A migrant boat capsized off the coast of Senegal, killing 39 people; Spain's El Hierro Island declared a state of emergency amid a large influx of migrants; and the Greek Coast Guard found another sunken migrant boat off Crete, with 14 dead and 18 survivors.
Explosion at Turkish steel mill sparks massive fire; overhead crane suspected of crashing into furnace, killing 16 and injuring 13 | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
An explosion occurred at 哈巴斯鋼鐵廠 in the town of Aliaga, Izmir Province, Turkey. An overhead crane is suspected of collapsing and crashing into a furnace, killing 16 and injuring 13. President Erdoğan confirmed the incident and ordered an investigation.
Facts
16 compatriots were killed
13 people injured
兩 people were seriously injured
5 people involved were detained
Founded in 1987
Annual production capacity can reach 4.5 million metric tons
France accuses Iran's cyber army of masterminding freezer cyberattacks; G7 foreign ministers plan economic sanctions | 公視新聞 PNN
Published ・ Source Taiwan | 公視新聞
The French government accused Iran's Islamic Revolutionary Guard Corps of masterminding cyberattacks on freezers across Europe, while G7 foreign ministers plan economic sanctions. Iran, meanwhile, showcased its missile capabilities and rejected the accusations.
Facts
The French government formally accused it on the 9th
Across 11 countries, including France, Belgium and Sweden
Raised the temperature to 50 degrees Celsius
Caused tens of millions of euros in losses
Lifted the previously voluntary limit on missile range of 2000 kilometers
Toward a healthy Taiwan! Integrating prevention, precision medicine and holistic care to protect respiratory health. COPD及氣喘學會 joins forces across industry, government and academia to improve the quality of chronic lung disease care
Published ・ Source Taiwan | 照護線上
Chronic lower respiratory diseases are among the top 10 causes of death in Taiwan, and the number of people with COPD is estimated at at least 200萬. As Taiwan's population ages, COPD及氣喘學會 is working with industry, government and academia across sectors to integrate prevention, precision medicine and holistic care, improve the quality of chronic lung disease care and protect respiratory health.