AI News 180m Report

2026-11-11 06:00–09:00 JST

180 received, 180 listed, 5 sources ・ Page 2 of 2

One place for news and notices from 2 countries/regions: Taiwan, 106 items from 4 sources; Japan, 74 items from 1 source.

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

Taiwan | 臺灣證券交易所 (continued)(65)

【大眾控】Announcement on Key Resolutions of the Shareholders' Meeting of Major Subsidiary 東莞冠智電子有限公司

Published ・ Source Taiwan | 臺灣證券交易所

大眾控股(3701) announced that its major subsidiary 東莞冠智電子有限公司 held its annual shareholders' meeting on Nov. 10, 115. The main resolution approved an application for a RMB 2,000萬元 loan from the Dongguan Branch of 彰化商業銀行. There were no other resolutions concerning profit distribution, amendments to the articles of incorporation, or elections of directors and supervisors.

Facts

  • 東莞冠智電子有限公司 held its annual shareholders' meeting on 115/11/10.
  • The shareholders' meeting of 東莞冠智電子有限公司 approved an application for a loan from the Dongguan Branch of 彰銀商業銀行有限公司.
  • The loan application is for RMB貳仟萬元整.
  • The shareholders' meeting passed no resolution on profit distribution or the appropriation of profit or loss.
  • The shareholders' meeting passed no resolution to amend the articles of incorporation.

Companies mentioned:大眾控、東莞冠智電子有限公司、彰銀商業銀行有限公司

【統一證】Announcement of Information on the Company's Investor Conference

Published ・ Source Taiwan | 臺灣證券交易所

統一證券(2855) will hold an online investor conference at 2 p.m. on Nov. 11, 115, to report on the company's financial and operating performance for the third quarter of 115.

Facts

  • 統一證券(company code 2855) announced on Nov. 11, 115, that it will hold an investor conference.
  • Original法人說明會的時間定於115年11月11日的14時00分。
  • The investor conference will be held online in Chinese.
  • The investor conference will present the company's financial and operating report for Q3 of 115.
  • The investor conference ID is 2512-014-3078, and the password is the company's stock code.

Companies mentioned:統一證、統一證券

【華冠】Announcement of Correction to the Company's September 115 Operating Revenue

Published ・ Source Taiwan | 臺灣證券交易所

Original華冠通訊(8101)因登打錯誤,更正115年9月營收。當期營收修正至34,782仟元,累計修正至293,912仟元,並於觀測站發布重大訊息。

Facts

  • 華冠通訊股份有限公司 announced on Nov. 10, 115, a correction to its consolidated operating revenue for September 115.
  • Original華冠通訊115年9月當期合併營業收入更正前為30,510仟元,更正後為34,782仟元。
  • 華冠通訊 corrected the revenue due to a data-entry error.
  • 華冠通訊 posted a material information announcement and corrected its monthly revenue announcement on the Market Observation Post System.

Companies mentioned:華冠通訊股份有限公司

【神達】Press Release—神達 Holdings Announces Revenue for October of 一百一十五年

Published ・ Source Taiwan | 臺灣證券交易所

神達控股(3706) announced on Nov. 10, 115, that its unaudited consolidated revenue for October reached NT$16.569 billion, a matter with a material impact on the stock price.

Facts

  • Original神達控股股份有限公司的公司代號是3706。
  • 神達控股's unaudited consolidated revenue for October 115 was NT$16.569 billion.
  • 神達控股 announced its October revenue figures on Nov. 10, 115.
  • 神達控股股份有限公司 is listed on the Taiwan Stock Exchange (TWSE).
  • 神達控股 has no special response measures regarding this revenue announcement.

Companies mentioned:神達控股股份有限公司、神達

【安泰銀】Announcement of Reassignment of a Corporate Representative Director

Published ・ Source Taiwan | 臺灣證券交易所

安泰銀行 announced that corporate shareholder 宏偉建設 has reassigned 張寬欽 as its representative director, effective 115/11/10.

Facts

  • 安泰銀 announced the reassignment of a corporate representative director.
  • Corporate shareholder 宏偉建設股份有限公司 appoints 張寬欽 as new director
  • The résumé of new director 張寬欽 includes service as an independent director of 華興電子工業(股)公司
  • The new director's appointment takes effect on 115年11月10日
  • 安泰銀 received notice of the corporate shareholder's appointment on 115年11月10日
  • The former director's term ran from 114/06/13 to 117/06/12

Companies mentioned:安泰銀、宏偉建設股份有限公司、華興電子工業(股)公司

[上銀] Announces that the board has approved the company's consolidated financial statements for the third quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

上銀科技(2049) said its board approved the consolidated financial statements for the third quarter on 115年11月10日. Revenue for the first 3 quarters totaled nearly NT$22 billion, net income attributable to the parent company was about NT$2.66 billion, and earnings per share were NT$7.51, indicating steady operations.

Facts

  • 上銀's consolidated financial statements for the third quarter of 115 were approved by the board
  • Original1月1日累計至本期止營業收入為21,997,456仟元
  • Original1月1日累計至本期止歸屬於母公司業主淨利為2,657,131仟元
  • Basic earnings per share from January 1 through the end of the current period were NT$7.51
  • Original期末總資產為58,714,507仟元
  • The start and end dates of the financial reporting period are 115/01/01~115/09/30.
  • The report was submitted to the board or approved by the board on 115/11/10

Companies mentioned:上銀

[日馳] Announces that the board has resolved not to distribute dividends for the first half of 115

Published ・ Source Taiwan | 臺灣證券交易所

日馳(1526) announced that its board resolved on 115/11/10 not to distribute dividends for the first half of 115, with both cash and stock distributions set at zero.

Facts

  • 日馳 convened a board meeting on 115年11月10日 and resolved not to distribute dividends for the first half of 115.
  • 日馳's cash dividend distribution from earnings for the first half of 115 is NT$0 per share.
  • 日馳's total cash dividend distribution to shareholders for the first half of 115 is NT$0.
  • The par value of each 日馳 common share is NT$10.0000.
  • 日馳 will make no cash distributions or capital increases through capitalization of capital surplus for the first half of 115.

Companies mentioned:日馳

[視陽] Announces that it has been invited to attend an online investor conference hosted by 永豐金證券

Published ・ Source Taiwan | 臺灣證券交易所

視陽(6782) announced that it will attend an online investor conference hosted by 永豐金證券 on 115/11/18 to discuss its financial and operating performance.

Facts

  • 視陽(ticker 6782) announced that it has been invited to attend an online investor conference hosted by 永豐金證券.
  • The investor conference's event date and meeting date are 115年11月18日.
  • Original法人說明會之召開時間為14時00分。
  • The investor conference will be held online.
  • The conference will cover information related to the company's financial figures, operating performance and other matters.

Companies mentioned:視陽、永豐金證券

[偉訓] Announces its self-reported consolidated operating revenue for October 115

Published ・ Source Taiwan | 臺灣證券交易所

偉訓科技 announced October 115 revenue of more than NT$1.1 billion, up 8% year over year. Cumulative revenue topped NT$10 billion, up 10% year over year, demonstrating steady growth momentum.

Facts

  • Original偉訓科技股份有限公司115年10月份自結合併營業收入為新台幣1,135,665仟元
  • 偉訓科技股份有限公司's revenue for October 115 increased 8% from the same period last year
  • Original偉訓科技股份有限公司累計至10月份自結合併營業收入為新台幣10,004,680仟元
  • 偉訓科技股份有限公司's revenue through October increased 10% from the same period last year
  • 偉訓科技股份有限公司's announced revenue figures have not been audited or reviewed by an accountant

Companies mentioned:偉訓科技股份有限公司

[太空梭] Announces its estimated self-reported consolidated revenue for October 115

Published ・ Source Taiwan | 臺灣證券交易所

太空梭高傳真資訊科技股份有限公司(2440) announced self-reported consolidated revenue of NT$410 million for October 115, nearly six-tenths higher year over year, indicating strong operating performance, though the figures are still subject to an accountant's audit.

Facts

  • 太空梭's company code is 2440.
  • The event date for 太空梭's announcement of estimated revenue is 115年11月10日.

Companies mentioned:太空梭高傳真資訊科技股份有限公司、太空梭

[揚博] Announces that the board has approved the company's consolidated financial statements for the third quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

揚博 announced that its consolidated financial statements for the third quarter of 115 were approved by the board and audit committee on 115/11/10. Cumulative revenue for the quarter exceeded NT$3.2 billion, pretax net income was about NT$700 million, and earnings per share were NT$4.45, indicating steady operations.

Facts

  • Original揚博115年第三季累計營業收入為3,245,562仟元
  • Original揚博115年第三季累計稅前淨利為700,622仟元
  • 揚博's basic earnings per share for the third quarter of 115 were NT$4.45
  • Original揚博115年第三季期末總資產為6,648,420仟元
  • Original揚博115年第三季合併財務報告期間為115/01/01至115/09/30

Companies mentioned:揚博

[合機] Announces that the board has approved the consolidated financial statements for the third quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

合機(1618) said its board approved the consolidated financial statements for the third quarter on 115年11月10日. Cumulative revenue was about NT$3.839 billion, pretax net income was about NT$980 million, net income for the period was about NT$778 million, and earnings per share were NT$4.04.

Facts

  • 合機's company code is 1618, and its name is 合機.
  • 合機's board resolved to approve the consolidated financial statements for the third quarter of 115 on 115/11/10.
  • Original合機1月1日累計至115/09/30止之營業收入為3,838,593仟元。
  • Original合機1月1日累計至本期止歸屬於母公司業主淨利為778,127仟元。
  • 合機's basic earnings per share from January 1 through the end of the current period were NT$4.04.

Companies mentioned:合機

[泰銘] Announces in accordance with Article 第二十二, Paragraph 第一, Subparagraph 第三 of the Regulations Governing Loaning of Funds and Making of Endorsements/Guarantees by Public Companies

Published ・ Source Taiwan | 臺灣證券交易所

Original泰銘公告向子公司泰銘(越南)責任有限公司貸與325,153仟元資金,用於營運需求,無擔保,餘額占淨值6.13%。

Facts

  • 泰銘 announced on 115年11月10日 that it had provided a loan to its subsidiary 泰銘(越南)責任有限公司.
  • The loan is for operating needs and is unsecured.
  • The outstanding loan balance as a percentage of 泰銘's net worth in its most recent financial statements is 6.13%.
  • Original接受貸與之子公司泰銘(越南)責任有限公司資本為970,497仟元,累積盈虧為3,460仟元。

Companies mentioned:泰銘、泰銘(越南)責任有限公司

[國票金] Announces on behalf of its subsidiary 國票證券投資顧問(股) that the tenth board meeting's fourteenth meeting (exercising the functions of the shareholders' meeting) approved amendments to the articles of incorporation

Published ・ Source Taiwan | 臺灣證券交易所

國票金(2889) said its subsidiary 國票證投顧 convened a board meeting on 115/11/10, exercising the functions of the shareholders' meeting, and approved amendments to the articles of incorporation. There were no other special matters.

Facts

  • 國票金(company code 2889) announced that its subsidiary 國票證券投資顧問(股) approved amendments to the articles of incorporation.
  • The important resolution to amend the articles of incorporation was made on 115年11月10日.
  • This was the tenth board meeting's fourteenth meeting of 國票證券投資顧問(股), which also exercised the functions of the shareholders' meeting.

Companies mentioned:國票金、國票證券投資顧問(股)

[茂順] Announces to creditors the simplified merger of its subsidiary 松全國際股份有限公司

Published ・ Source Taiwan | 臺灣證券交易所

茂順(9942) said its subsidiary 松全國際 plans to merge into 茂順 through a simplified merger, with 茂順 as the surviving company. The tentative merger record date is 115/12/1, and creditors are being notified in accordance with the law of the process for raising objections.

Facts

  • 松全國際股份有限公司's board resolved at a meeting on 115年11月10日, in the Republic of China calendar, to approve a simplified merger with 茂順密封元件科技股份有限公司.
  • 茂順密封元件科技股份有限公司 will be the surviving company after the merger, and 松全國際股份有限公司 will be dissolved.
  • The tentative merger record date is December 1, 115, in the Republic of China calendar.
  • Creditors must file objections within 31 days of the announcement date; otherwise, they will be deemed to have no objection.

Companies mentioned:茂順密封元件科技股份有限公司、松全國際股份有限公司、茂順

[茂順] The board resolves to merge its subsidiary 松全國際股份有限公司 through a simplified merger

Published ・ Source Taiwan | 臺灣證券交易所

茂順密封元件科技股份有限公司 resolved on Nov. 10, 115, to carry out a simplified merger with its 100%-owned subsidiary 松全國際股份有限公司, aiming to simplify its structure and integrate resources. The tentative merger date is Dec. 1, 115.

Facts

  • The board of directors of 茂順密封元件科技股份有限公司 resolved to carry out a simplified merger with its subsidiary 松全國際股份有限公司.
  • 茂順密封元件科技股份有限公司 will be the surviving company in the merger, while 松全國際股份有限公司 will be dissolved.
  • 松全國際股份有限公司 is a subsidiary directly 100% owned by 茂順.
  • The merger will be carried out in accordance with Article 19 of the Business Mergers and Acquisitions Act and will not affect shareholders' rights and interests.
  • The expected benefits of the merger are to simplify the group's investment structure and integrate resources.
  • The tentative merger record date is December 1, 115, in the Republic of China calendar.

Companies mentioned:茂順密封元件科技股份有限公司、松全國際股份有限公司

【泰銘】 announces that the board of directors approved the consolidated financial statements for the third quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

Original泰銘公司(9927)於115年11月10日經董事會及審計委員會通過115年第三季合併財務報告。該期間涵蓋115年1月1日至9月30日,顯示公司營運持續進行中。

Facts

  • 泰銘's board of directors approved the consolidated financial statements for the third quarter of 115 on Nov. 10, 115.
  • Original泰銘公司115年1月1日累計至本期止營業收入為7,258,295仟元。
  • Original泰銘公司115年1月1日累計至本期止歸屬於母公司業主淨利為382,120仟元。
  • 泰銘's basic earnings per share from Jan. 1, 115, through the end of the period were NT$3.18.

Companies mentioned:泰銘

【英業達】 board approves consolidated financial statements for the third quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

Original英業達(2356)於115年11月10日召開董事會,通過截至115年9月30日止之第3季合併財務報告。累計營業收入逾7422億元,歸屬母公司業主淨利約88.78億元,每股盈餘2.47元,反映前三季度獲利能力。

Facts

  • 英業達 approved the consolidated financial statements for the third quarter of 115 on Nov. 10, 115
  • 英業達's basic earnings per share for the third quarter of 115 were NT$2.47
  • Original英業達期末總資產為531,384,119仟元

Companies mentioned:英業達

【鈞興-KY】 corrects an announcement on matters relating to a board resolution by its important subsidiary 珠海市鈞興機電有限公司 regarding a cash capital increase

Published ・ Source Taiwan | 臺灣證券交易所

鈞興-KY announced that its subsidiary 珠海市鈞興機電有限公司 resolved on Oct. 28, 115, to carry out a cash capital increase totaling US$1,750,000. The move aims to strengthen working capital and support business growth. The company also corrected an amount that had been incorrectly stated in an earlier announcement.

Facts

  • 鈞興-KY's important subsidiary 珠海市鈞興機電有限公司 is carrying out a cash capital increase.
  • The total amount of the cash capital increase is US$1,750,000.
  • The proceeds from this capital increase will be used to strengthen working capital and support business growth.
  • The amount in the previous announcement was incorrectly stated as US$750,000; this is hereby corrected.
  • The board resolution was dated Oct. 28, 115.

Companies mentioned:鈞興-KY、珠海市鈞興機電有限公司

【南茂】 announces that the board of directors approved the company's consolidated financial statements for the third quarter of ROC year 115

Published ・ Source Taiwan | 臺灣證券交易所

南茂 announced that its board of directors and audit committee had approved the consolidated financial statements for the third quarter of ROC year 115 on Nov. 10, 115. Cumulative operating revenue for the period exceeded NT$22.7 billion, net profit was about NT$2.7 billion, and earnings per share were NT$3.89, indicating stable operations and solid profitability.

Facts

  • 南茂's consolidated financial statements for the third quarter of ROC year 115 approved by the board of directors
  • Original南茂民國115年前三季累計營業收入為22,719,487仟元
  • Original南茂民國115年前三季歸屬於母公司業主淨利為2,719,898仟元
  • 南茂's basic earnings per share for the first three quarters of ROC year 115 were NT$3.89
  • Original南茂期末總資產為45,630,142仟元

Companies mentioned:南茂

【艾笛森】 invited to participate in an investor conference hosted by 國泰證券

Published ・ Source Taiwan | 臺灣證券交易所

艾笛森 (3591) participated in an online investor conference hosted by 國泰證券 on Nov. 12, 115, to discuss its operating results for the third quarter of 115 and its near-term outlook.

Facts

  • 艾笛森's company code is 3591.
  • The investor conference was hosted by 國泰證券.
  • The conference focused on the company's operating results for the third quarter of 115 and its near-term operating outlook.
  • This event falls under Clause 12.

Companies mentioned:艾笛森、國泰證券

【鈞興-KY】 invited to participate in the 115 themed performance presentation on the “Taiwan Innovation Board Index,” hosted by 永豐金證券 and 臺灣證券交易所

Published ・ Source Taiwan | 臺灣證券交易所

鈞興-KY (4571) attended a performance presentation on the “Taiwan Innovation Board Index” on Nov. 17, 115, hosted by 永豐金證券 and the Taiwan Stock Exchange, and discussed the company's current operating status.

Facts

  • 鈞興-KY was invited to participate in the 115 themed performance presentation on the “Taiwan Innovation Board Index,” hosted by 永豐金證券 and 臺灣證券交易所.
  • The investor conference will be held at 3:10 p.m. on Nov. 17, 115.
  • The investor conference will be held at the Information Display Center of the Taiwan Stock Exchange (1st floor, Taipei 101).
  • 鈞興-KY's company code is 4571.
  • This event falls under Article four, item XX: 12.

Companies mentioned:鈞興-KY、永豐金證券、臺灣證券交易所

【台積電】 TSMC October 2026 Revenue Report

Published ・ Source Taiwan | 臺灣證券交易所

台積電 announced its October revenue figures on Nov. 10, 2026. Monthly revenue reached a record high and rose sharply, while cumulative revenue for the first 10 months also increased significantly, demonstrating strong operating momentum.

Facts

  • 台積電's consolidated revenue for October 2026 was approximately NT$586.89 billion
  • 台積電's revenue for October 2026 increased 14.7% from the previous month
  • 台積電's revenue for October 2026 increased 59.7% from the same period last year
  • Cumulative revenue for January through October 2026 was approximately NT$4.485617 trillion
  • Cumulative revenue for January through October 2026 increased 43.3% from the same period last year

Companies mentioned:台灣積體電路製造股份有限公司、台積電

【日月光投控】 announces that the company will be invited to participate in the “SinoPac CLST TW Access Day” investor conference

Published ・ Source Taiwan | 臺灣證券交易所

日月光投控 (3711) announced that it will attend the TW Access Day investor conference hosted by SinoPac at 10 a.m. on 115/11/11 at Shangri-La Far Eastern, Taipei. The presentation materials will be the same as those used at the investor conference on 10/29.

Facts

  • 日月光投控 (company code 3711) announced that it will be invited to participate in the “SinoPac CLST TW Access Day” investor conference.
  • Original法人說明會將於115年11月11日上午10時00分召開。
  • The investor conference will be held at Shangri-La Far Eastern, Taipei.
  • The presentation materials for this investor conference are the same as those used at the investor conference held on Oct. 29, 115.
  • Complete financial and business information is available on the Market Observation Post System.

Companies mentioned:日月光投控、SinoPac

【恆大】 announces that the board of directors approved the consolidated financial statements for the third quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

恆大 (1325) approved its consolidated financial statements for the third quarter on 115/11/10. Cumulative revenue was NT$174 million, but both operating profit and net profit were losses, and earnings per share showed a loss of NT$0.54. Total assets at the end of the period were about NT$2.72 billion.

Facts

  • 恆大 approved its consolidated financial statements for the third quarter of 115 on Nov. 10, 115.
  • Original恆大1月1日累計至本期止營業收入為173,881仟元。
  • Original恆大1月1日累計至本期止營業毛利為(50,554)仟元。
  • 恆大's basic earnings per share from Jan. 1 through the end of the period showed a loss of (NT$0.54).
  • Original恆大期末總資產為2,723,540仟元。

Companies mentioned:恆大

【茂順】 announces that the board of directors approved the consolidated financial statements for the third quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

Original茂順公司於115年11月10日經董事會決議通過115年第三季合併財務報告。該期間累計營業收入達3,469,190仟元,歸屬於母公司業主之淨利為611,113仟元,每股盈餘7.35元,反映公司營運狀況。

Facts

  • 茂順 approved the consolidated financial statements for the third quarter of 115 on Nov. 10, 115
  • Original茂順115年前三季累計營業收入為3,469,190仟元
  • Original茂順115年前三季歸屬於母公司業主淨利為611,113仟元
  • 茂順's basic earnings per share for the first 3 quarters of 115 was NT$7.35.
  • Original茂順期末總資產為6,578,683仟元

Companies mentioned:茂順

【欣欣】 announces that the board of directors has approved the company's expansion plan, the “former building asset revitalization” proposal.

Published ・ Source Taiwan | 臺灣證券交易所

Original欣欣大眾市場股份有限公司(公司代號2901)於115年11月10日董事會決議通過「前館資產活化」規劃案。為降低財務壓力與風險,公司擬採地上權招商模式,並將於12月29日提報臨時股東常會。

Facts

  • 欣欣大眾市場股份有限公司's board of directors approved the “former building asset revitalization” proposal on Nov. 10, 115.
  • The company decided to implement the former building asset revitalization project using a “land-use-rights tendering” model.
  • The land-use-rights tendering model is intended to retain full ownership of the land, stabilize company revenue and protect shareholders' best interests.
  • The company plans to hold an extraordinary shareholders' meeting on Dec. 29, 115, to discuss the asset revitalization project.
  • The project is being pursued to respond to future market trends and support the company's sustainable operations.

Companies mentioned:欣欣大眾市場股份有限公司

[台達電] Information on the Company's Invitation to Attend Investor Conferences

Published ・ Source Taiwan | 臺灣證券交易所

台達電 (2308) attended an investor conference hosted by 永豐金證券 on Nov. 10, 115, to discuss its financial report for Q3 115.

Facts

  • 台達電 attended an investor conference on Nov. 10, 115.
  • The investor conference was hosted by 永豐金證券.
  • The conference covered the financial report for Q3 115.
  • The investor conference was held at the Shangri-La Far Eastern, Taipei.
  • Original法人說明會時間為16時00分

Companies mentioned:台達電、永豐金證券

【世紀鋼】 announces receipt in full of subscription proceeds for its ninth domestic unsecured convertible bond issue.

Published ・ Source Taiwan | 臺灣證券交易所

世紀鋼 (9958) announced that it has received the full subscription proceeds for its ninth domestic unsecured convertible bond issue, totaling NT$1.5 billion. The funds have been deposited into a designated account.

Facts

  • 世紀鋼鐵結構股份有限公司 has received the full subscription proceeds for its ninth domestic unsecured convertible bond issue.
  • The total amount raised was NT$1,500,000,000.
  • The funds have been transferred to the designated account-holding bank.
  • The date of occurrence was Nov. 10, 115.
  • This announcement is made pursuant to Paragraph 2, Article 9 of the Regulations Governing the Offering and Issuance of Securities by Securities Issuers.

Companies mentioned:世紀鋼鐵結構股份有限公司、世紀鋼

【億泰】 announces its consolidated financial report for Q3 115.

Published ・ Source Taiwan | 臺灣證券交易所

億泰 announced its consolidated financial report for Q3 115, reporting cumulative revenue of more than NT$4.2 billion, net income of about NT$158 million and earnings per share of NT$0.83.

Facts

  • Original億泰115年第3季累計營業收入為4,262,429仟元。
  • Original億泰115年第3季累計本期淨利為158,162仟元。
  • 億泰's basic earnings per share for Q3 115 was NT$0.83.
  • Original億泰期末總資產為4,751,744仟元。
  • Original億泰期末歸屬於母公司業主之權益為2,120,145仟元。

Companies mentioned:億泰

【世紀鋼】 announces that the board of directors has approved the consolidated financial report for Q3 115.

Published ・ Source Taiwan | 臺灣證券交易所

世紀鋼 (9958) said its board of directors and audit committee approved the consolidated financial report for Q3 115 on Nov. 10, 115. Cumulative revenue exceeded NT$15.8 billion, net income attributable to the parent was about NT$1.24 billion, and EPS was NT$5, reflecting stable operations.

Facts

  • The company's board of directors approved the consolidated financial report for Q3 115.
  • Original1月1日累計至本期止營業收入為15876412仟元
  • Original1月1日累計至本期止歸屬於母公司業主淨利為1240816仟元
  • Basic earnings per share from Jan. 1 through the end of the period was NT$5.
  • Original期末總資產為62116738仟元

Companies mentioned:世紀鋼

【欣欣】 announces a change in the company's corporate governance officer.

Published ・ Source Taiwan | 臺灣證券交易所

欣欣大眾市場股份有限公司 (2901) announced a change in its corporate governance officer. Vice President 林再生 will take up another role, and Accounting Department Manager 劉堂慰 will succeed him, effective Jan. 1, 116.

Facts

  • 欣欣大眾市場股份有限公司 announced a change in its corporate governance officer.
  • The new corporate governance officer is 劉堂慰, Accounting Department Manager.
  • The outgoing corporate governance officer is 林再生, Vice President and spokesperson.
  • The change is a job reassignment.
  • The change in corporate governance officer takes effect on Jan. 1, 116.

Companies mentioned:欣欣大眾市場股份有限公司

【欣欣】 financial report for Q3 115.

Published ・ Source Taiwan | 臺灣證券交易所

欣欣 (2901) released its financial report for Q3 115, reporting cumulative revenue of NT$101 million, net income of NT$22.71 million and EPS of NT$0.31.

Facts

  • Original欣欣公司115年第3季累計營業收入為101,357仟元。
  • Original欣欣公司115年第3季累計歸屬於母公司業主淨利為22,710仟元。
  • 欣欣's basic earnings per share for Q3 115 was NT$0.31.
  • Original欣欣公司期末總資產為1,076,382仟元。
  • Original欣欣公司期末總負債為196,614仟元。

Companies mentioned:欣欣

【欣欣】 announces details of the board resolution to convene an extraordinary shareholders' meeting.

Published ・ Source Taiwan | 臺灣證券交易所

欣欣 announced that it will hold an extraordinary shareholders' meeting on Dec. 29, 115, at Taipei's 欣欣秀泰影城. The main agenda item is the former building asset revitalization project.

Facts

  • 欣欣 (company code 2901) resolved to convene an extraordinary shareholders' meeting on Nov. 10, 115.
  • The extraordinary shareholders' meeting is scheduled for 9:00 a.m. on Dec. 29, 115.
  • The meeting will be held at 欣欣秀泰影城, 4th floor, No. 247, Linsen North Road, Taipei City.
  • The shareholders' meeting will be held in person.
  • The only discussion item on the agenda for the extraordinary shareholders' meeting is the “former building asset revitalization” proposal.
  • The share transfer suspension period for the extraordinary shareholders' meeting runs from Nov. 30, 115, through Dec. 29, 115.

Companies mentioned:欣欣

【大華】Announcement of the acquisition of a wealth management product by its second-tier subsidiary 濟南聯合製罐有限公司

Published ・ Source Taiwan | 臺灣證券交易所

大華 (9905) announced that its sub-subsidiary 濟南聯合製罐有限公司, with the general manager's approval on Nov. 10, 115, used its own funds to purchase the “光銀現金A” wealth management product from 光大銀行 for RMB 62,500,000, with the aim of generating investment returns.

Facts

  • 大華's sub-subsidiary 濟南聯合製罐有限公司 acquired a wealth management product on Nov. 10, 115.
  • The transaction involved 光大銀行's “光銀現金A” product.
  • The total transaction amount was RMB 62,500,000.
  • The counterparty to the transaction was 光大銀行's Jinan Branch, Zhangqiu Sub-branch.
  • The transaction accounted for 5.19% of total assets.

Companies mentioned:大華、濟南聯合製罐有限公司、光大銀行

【萬企】 announces that the board of directors has approved the financial report for Q3 115.

Published ・ Source Taiwan | 臺灣證券交易所

萬企 (company code 2701) said its board of directors approved the financial report for Q3 on Nov. 10, 115. Cumulative revenue was nearly NT$190 million, net income exceeded NT$240 million, and EPS was NT$0.53.

Facts

  • 萬企 approved its financial report for Q3 on Nov. 10, 115.
  • Original萬企1月1日累計至本期止營業收入為190,504仟元
  • Original萬企1月1日累計至本期止歸屬於母公司業主淨利為240,503仟元
  • Original萬企期末總資產為9,950,354仟元
  • 萬企's basic earnings per share was NT$0.53.

Companies mentioned:萬企

【台達電】 clarifies a report published by 經濟日報 on Nov. 10, 115.

Published ・ Source Taiwan | 臺灣證券交易所

台達電 issued a clarification regarding a 經濟日報 report that its revenue could exceed NT$200 billion, emphasizing that the company has made no specific financial forecasts and reiterating that its financial information should be based on the Market Observation Post System.

Facts

  • 經濟日報 reported on 115年11月10日 that observers expected 台達電’s quarterly revenue to exceed the NT$200 billion mark for the first time.
  • 台達電 made no specific financial forecast for revenue.
  • 台達電 published a clarification on the Market Observation Post System in response to media reports.
  • This clarification complies with Clause 51.

Companies mentioned:台達電、台達電子工業股份有限公司、經濟日報

【國慶科技】Announcement: The company’s board approved the consolidated financial report for the third quarter of 115 (corrected subject line)

Published ・ Source Taiwan | 臺灣證券交易所

國慶科技 announced that its board had approved the consolidated financial report for the third quarter of 115. Cumulative revenue for the period exceeded NT$1.2 billion, but gross profit, operating profit and net income were all losses, with a loss per share of NT$1.04.

Facts

  • Original國慶科技1月1日累計至本期止營業收入為1,227,508仟元。
  • Original國慶科技1月1日累計至本期止營業毛利為負48,339仟元。
  • 國慶科技’s basic loss per share from Jan. 1 through the current period was NT$1.04.

Companies mentioned:國慶科技

【國慶科技】Announcement: The company’s board approved the consolidated financial report for the second quarter of 115

Published ・ Source Taiwan | 臺灣證券交易所

國慶科技(1721)announced on 115年11月9日 that its board had approved the consolidated financial report for the second quarter of 115. Cumulative revenue reached more than NT$1.2 billion, but gross profit, operating profit and net income were all losses, with a loss per share of NT$1.04.

Facts

  • Original國慶科技115年第2季累計營業收入為1,227,508仟元
  • Original國慶科技115年第2季累計營業毛利為負48,339仟元
  • Original國慶科技115年第2季累計營業利益為負185,240仟元
  • Original國慶科技115年第2季累計稅前淨損為193,085仟元
  • 國慶科技’s basic loss per share for the second quarter of 115 was NT$1.04
  • Original國慶科技期末總資產為2,848,896仟元
  • Original國慶科技期末歸屬於母公司業主之權益為1,540,915仟元

Companies mentioned:國慶科技

Taiwan | 鉅亨網(17)

〈Precious metals after-hours〉Hot U.S. CPI boosts dollar and Treasury yields; gold tumbles nearly 3%

Published ・ Source Taiwan | 鉅亨網

U.S. CPI rose 0.4% month over month in October, above expectations, fueling concerns that the Fed could raise rates by 2 increments in December and driving up the dollar and Treasury yields. As a result, non-yielding spot gold tumbled nearly 3% to $4,028.39 an ounce. Other precious metals, including silver and platinum, also fell.

Facts

  • U.S. CPI rose 0.4% month over month in October
  • Spot gold fell 2.7% to $4,028.39 an ounce
  • The probability of a 2-increment Fed rate hike in December rose to 10%
  • Spot silver fell 3.95% to $51.30 an ounce
  • Spot platinum fell 2.7% to $1,534.38 an ounce
  • Spot palladium fell 1.2% to $1,028.83 an ounce

Companies mentioned:Marex、芝商所(CME)、渣打銀行(Standard Chartered)、新加坡金融管理局(MAS)

Jensen Huang has not responded by the 11th; House Foreign Affairs Committee chairman threatens subpoena; 輝達 hires former prosecutor to investigate

Published ・ Source Taiwan | 鉅亨網

輝達 CEO Jensen Huang faces the threat of a subpoena from House Foreign Affairs Committee Chairman Brian Mast for failing to respond to Congress’s request for a briefing on preventing espionage. 輝達’s board promptly hired former prosecutor Joon H. Kim to conduct an independent investigation, and the stock plunged nearly 10% over 2 straight days.

Facts

  • U.S. House Foreign Affairs Committee Chairman Brian Mast threatened to consider issuing a subpoena to Jensen Huang if he did not respond to Congress’s request for a closed-door briefing by November 11.
  • 輝達’s board has hired Joon H. Kim, former acting U.S. attorney for the Southern District of New York, and his law firm to lead an independent investigation into Jensen Huang.
  • 輝達 shares closed down 5.53% at $168.80 on November 10, falling nearly 10% over the week’s 2 trading days.
  • Senate Minority Leader Chuck Schumer criticized President Donald Trump’s defense of Jensen Huang as “dereliction of duty.”
  • 微軟 (MSFT-US) has surpassed 輝達 in market capitalization for the first time since June 2025.
  • 美國司法部 has taken over 商務部’s investigation into Megaspeed to determine whether the company illegally transshipped advanced chips to China.

Companies mentioned:輝達、NVDA、ABC新聞、CNBC、Wachtell, Lipton, Rosen & Katz、Yahoo財經、路透社、微軟、MSFT、Law360、紐約時報、Megaspeed、美國司法部、商務部

〈New York forex〉Hot U.S. CPI and hawkish remarks by Fed governor strengthen rate-hike expectations; dollar climbs

Published ・ Source Taiwan | 鉅亨網

U.S. CPI rose 0.4% month over month in October, above expectations, while hawkish remarks by Fed Governor Christopher Waller reinforced expectations of a rate hike next month. The dollar index climbed to 102.26, with markets estimating the probability of a December rate hike at nearly 91%.

Facts

  • US October consumer price index (CPI) rose 0.4% month over month
  • The ICE U.S. Dollar Index (DXY) rose 0.57% to 102.26
  • Fed Governor Christopher Waller said the Fed should raise rates next month
  • Markets estimate the probability of a Fed rate hike in December at nearly 91%
  • The U.S. 2-year Treasury yield rose to 4.731%

Companies mentioned:聯準會(Fed)、渣打銀行(Standard Chartered Bank)、芝商所(CME)

No change at the helm: 輝達 is still worth holding! Barron’s: AI leadership and 75% gross margin unchanged

Published ・ Source Taiwan | 鉅亨網

輝達 shares fell as the company launched an investigation into CEO Jensen Huang over an alleged affair and intelligence concerns. But Barron’s analysis says that as long as Huang remains in his role, 輝達’s AI leadership, 75% gross margin and ecosystem advantages remain intact, giving investors reason to hold the stock. The main risk is that Huang’s departure without a clear successor would hurt the company’s long-term valuation.

Facts

  • 輝達’s board is launching an independent investigation into an alleged affair between CEO Jensen Huang and Huang Le, an executive at Singapore data center operator Megaspeed.
  • U.S. intelligence agencies suspect that Huang Le may be a Chinese intelligence operative; the allegations remain to be clarified.
  • 輝達 shares fell 4.27% amid the controversy, closing at $178.67.
  • 輝達 currently has a gross margin of about 75% and maintains a leading position as demand for AI equipment grows.
  • 輝達 has a highly centralized management structure, with more than 60 senior executives reporting directly to CEO Jensen Huang.
  • 輝達 no longer includes expected revenue from the Chinese market in its corporate forecasts.
  • 輝達 currently has no clear succession plan and no senior executive widely regarded as able to take over seamlessly.

Companies mentioned:輝達、NVIDIA、Megaspeed

Could Jensen Huang’s affair scandal become a second “spy balloon” incident? U.S.-China AI chip conflict could escalate again

Published ・ Source Taiwan | 鉅亨網

An affair scandal involving 輝達 CEO Jensen Huang has fueled espionage concerns. A Chinese scholar warned that the U.S. Congress could use the controversy to tighten AI chip export controls, reigniting a deadlock in U.S.-China relations.

Facts

  • 輝達 CEO Jensen Huang acknowledged having an affair, and intelligence-related concerns have intensified ahead of an expected meeting between U.S. and Chinese leaders in Shenzhen.
  • The South China Morning Post reported that Huang Le, a Chinese businessman with close ties to Jensen Huang, may have worked for Beijing’s intelligence services.
  • Three Republican House committee chairs asked Jensen Huang to attend a joint closed-door briefing on November 18.
  • The United States has banned direct exports to China of 輝達’s most advanced Blackwell and Rubin series AI chips.
  • Trump publicly praised Jensen Huang’s contributions to the United States on Monday and said he was still willing to consider taking him to Shenzhen.

Companies mentioned:輝達、華為

Inflation tops expectations! Dallas Fed president calls for at least 2 more rate hikes, with pace possibly accelerating in winter

Published ・ Source Taiwan | 鉅亨網

Dallas Fed President Lorie Logan called for at least 2 more rate hikes at a faster pace because inflation exceeded expectations. Fed Governor Christopher Waller, meanwhile, recommended a 2-increment rate hike in December, reflecting differences among officials over how to fight inflation.

Facts

  • Dallas Fed President Lorie Logan believes the FOMC still needs at least 2 more rate hikes, each of one increment.
  • Logan said the pace of rate hikes this winter could be faster than in the fall.
  • Core inflation accelerated by 0.3% from the previous month in October.
  • Fed Governor Christopher Waller recommended increasing the size of the rate hike to 2 increments at the December meeting.
  • September marked the Fed’s first 1-increment rate hike since 2023.

Jensen Huang has about an 87% chance of staying through year-end; probability of departure next year exceeds 40%

Published ・ Source Taiwan | 鉅亨網

輝達 CEO Jensen Huang faces an independent board investigation over an affair scandal. Prediction markets put the odds of his remaining in the role through year-end at about 87%, while the long-term risk of departure rises over time. Analysts are watching the investigation’s impact on the stock, China export controls and Vera Rubin shipments.

Facts

  • Jensen Huang has about an 87% chance of staying through year-end and about a 13.2% chance of leaving
  • 輝達 shares fell 4.27% against the market on Monday, closing at $178.67
  • Polymarket estimates about a 16% chance that 輝達 will announce Jensen Huang’s resignation or replacement before year-end
  • Kalshi puts the odds that Huang Jen-hsun will leave his position before July 1, 2027, at 42%
  • 輝達 is expanding mass production of its next-generation AI computing platform, Vera Rubin
  • 輝達 will report earnings after the market closes on Nov. 17, U.S. Eastern Time

Companies mentioned:輝達、Google Cloud、微軟 Azure、甲骨文、The Action Network、Wccftech、Polymarket、Kalshi、Yorkville Ives & Co.、The Future Fund、南韓 NH 投資證券

A new phone may use old chips: Up to 9% could use recycled memory next year

Published ・ Source Taiwan | 鉅亨網

Rising memory prices are forcing consumer electronics makers to use recycled and resoldered memory to cut costs. TrendForce forecasts that the technology's share of the smartphone market will rise to 7-9% in 2027, with its main use in entry-level 4G phones.

Facts

  • Rising memory prices are driving up consumer electronics prices and dampening consumer demand.
  • TrendForce estimates that recycled and resoldered memory accounts for 3% to 4% of the smartphone market this year, rising to 7% to 9% in 2027.
  • Resoldered memory is memory recovered from old devices and resoldered onto new devices.
  • Recycled 4GB LPDDR4X chips are mainly used in 4G phones priced below 1,299 yuan.
  • Suppliers such as 三星電子 and SK海力士 are shifting capacity to HBM for AI servers and server DRAM, tightening memory supplies for phones.
  • Chips recovered from some discarded phones in Shenzhen are selling for as much as 500 yuan more than ordinary chips.
  • Because the quality of recycled chips can be difficult to guarantee, they may shorten device lifespans and increase repair costs.

Companies mentioned:TrendForce、Counterpoint、三星電子、SK海力士

〈After-hours U.S. stocks〉U.S. CPI tops expectations; odds of a two-notch rate hike in December rise; all 4 major indexes fall; 輝達 sinks more than 5% again

Published ・ Source Taiwan | 鉅亨網

Original美股週二因通膨數據強勁及聯準會官員暗示可能大幅升息而下跌,輝達受丑聞拖累重挫。同時,AI新創Anthropic推進萬億美元規模IPO,市場關注焦點轉向貨幣政策與科技股動向。

Facts

  • U.S. CPI rose 0.4% month over month in October, above the market forecast of 0.3%
  • 輝達 (NVDA) shares plunged 5.47%, with its market value briefly falling below $4 trillion intraday
  • Original聯準會理事華勒表示若核心CPI月增率達0.3%或更高,應考慮升息兩碼
  • AI startup Anthropic plans an IPO priced at $70 to $78 per share, for a total of about $64.4 billion
  • Take-Two Interactive surged 8.31% as preorders for Grand Theft Auto VI far exceeded expectations

Companies mentioned:聯準會、輝達、Anthropic、達拉斯聯準銀行、Meta、蘋果、Alphabet、微軟、亞馬遜、AMD、博通、應用材料、高通、美光、威騰電子、閃迪、希捷、SK 海力士、台積電、日月光、聯電、中華電信、CoreWeave、派拉蒙天舞、Take-Two Interactive、Lucid、高盛資產管理公司、貝萊德、Principal Asset Management

輝達 faces a risk bigger than scandal; Yale scholar urges Huang Jen-hsun to consider retirement

Published ・ Source Taiwan | 鉅亨網

An extramarital affair scandal involving 輝達 CEO Huang Jen-hsun sent the stock sharply lower. Yale scholar Mukunda said the risk of an AI market bubble was the key issue and suggested Huang consider retirement.

Facts

  • 輝達 shares plunged Monday (the 9th), wiping out about $350 billion in market value in a single day.
  • Bloomberg columnist Matt Levine estimates that global AI spending could reach about $4 trillion annually in five years.
  • Mukunda suggested that now might be a good time for Huang Jen-hsun to consider retirement.
  • 輝達 has lost about $1.3 trillion in market value since early October.
  • Huang Jen-hsun is 60 years old.

Companies mentioned:輝達、NVDA-US

〈After-hours energy〉U.S. downplays possibility of renewed war with Iran; Russia-Ukraine peace talks add to supply pressure; crude falls for 2 straight sessions to a 2-month low

Published ・ Source Taiwan | 鉅亨網

The United States played down military action against Iran, easing Middle East supply risks, and international oil prices fell for 2 straight sessions to a 2-month low. Brent settled at $91.49 and WTI at $86.04. Iran denied negotiations, while Russia-Ukraine peace talks and expectations of inflation-driven rate hikes also weighed on oil prices.

Facts

  • Brent crude futures fell $1.08 to settle at $91.49 a barrel
  • U.S. West Texas Intermediate (WTI) futures fell 81 cents to settle at $86.04 a barrel
  • Iran's top security official, Mohsen Rezaei, denied that Tehran and Washington are negotiating
  • U.S. Secretary of State Rubio told G7 allies that the United States does not need to launch a large-scale military operation against Iran
  • Russia was the world's third-largest crude oil producer in 2025
  • OriginalEIA預估全球石油消費量將從2025年每日1億440萬桶降至2026年每日1億240萬桶

China's AI computing capacity is “unavailable to buy and more expensive to rent”; a single 輝達 B300 rack is quoted on the black market at $2.8 million

Published ・ Source Taiwan | 鉅亨網

輝達 has imposed a 51% supply threshold for non-Chinese customers, squeezing its room in the Chinese market. Chinese firms are scrambling to buy RTX Pro 5500 cards and high-end chips, driving black-market prices up several times over. Demand from Southeast Asian data centers has been hurt, while Huawei's market share has risen but still faces software ecosystem bottlenecks.

Facts

  • 輝達 verbally told global cloud partners that at least 51% of their services must be supplied to non-Chinese companies, capping the share of Chinese customers at 49%.
  • Original中國企業對合規工作站顯卡 RTX Pro 5500 的下單量已逾 600 萬張。
  • Original10月中國一座 B300 機櫃據報以 280 萬美元成交,約為國際售價的 4.7 倍。
  • Original騰訊原與甲骨文簽下估值約 70 億美元的五年合約,擬透過東南亞資料中心使用多達 10 萬顆先進 AI 晶片,該交易已取消。
  • Original字節跳動、阿里巴巴與騰訊合計下單逾 300 萬張 RTX Pro 5500,按報價估算訂單金額逾 350 億美元。
  • Original約 60 萬顆 H200 目前存放在香港,等待運往中國。
  • 輝達's shipment share of China's data center AI chip market fell to 34% in the first half of this year, while Huawei's rose to 28%.

Companies mentioned:Tomshardware、輝達、NVDA-US、甲骨文、ORCL-US、月之暗面、Moonshot AI、CNBC、路透、字節跳動、阿里巴巴、騰訊、摩根士丹利、大摩、IDC、Omdia

After accurately predicting a two-year bear market, the “memory grim reaper” issues another warning: “2028 profit cliff” is the ultimate test of the supercycle

Published ・ Source Taiwan | 鉅亨網

Original摩根士丹利分析師Shawn Kim警告2028年記憶體產業恐現獲利懸崖,下調三星與SK海力士目標價,並因三星HBM成長潛力將其升為首選股,引發華爾街關注。

Facts

  • Original摩根士丹利分析師Shawn Kim警告2028年記憶體產業年恐出現「獲利懸崖」。
  • SK海力士's average DRAM operating margin forecast for 2029-2035 was cut to about 32%, while Samsung's was lowered to about 39%.
  • 三星電子's price target was cut 19% to 309,000 won, while SK海力士's was cut 38% to 1.6 million won.
  • Morgan Stanley pushed back a roughly 5GW U.S. data center project from 2028 to 2029.
  • Memory accounts for 60% of AI server material costs, while NAND spot prices have plunged about 20% in nearly two weeks.
  • According to TrendForce's forecast, Samsung's HBM shipments will rise 82% to 21 billion Gb next year.
  • The Philadelphia Semiconductor Index's forward price-to-earnings ratio has halved from its June peak of 26.3 times to 13.4 times and is currently about 13 times.

Companies mentioned:摩根士丹利、三星電子、SK海力士、TrendForce

Why might 輝達's nightmare only just be beginning?

Published ・ Source Taiwan | 鉅亨網

輝達's board has launched an investigation into whether a probe of CEO Huang Jen-hsun's personal conduct could affect chip sales to China. The allegations say a Shanghai company was used to secure priority supply, involving transactions worth tens of billions of dollars. The market is concerned about the company's reliance on China revenue and compliance risks.

Facts

  • 輝達's board has launched an independent investigation and expressed confidence in Huang Jen-hsun, who remains CEO.
  • The allegations say Huang Le helped corporate networks obtain 輝達 chips, involving shipments worth at least $7.5 billion to Chinese companies.
  • 上海世紀利通 was established in June 2023 and reportedly obtained 輝達 preferred cloud partner status four months later.
  • Short seller Culper Research argues that more than two-tenths of 輝達's computing business revenue in fiscal 2026 will come from Chinese customers.
  • Prediction markets indicate an implied probability of about 15% that Huang Jen-hsun will resign before March 2027.

Companies mentioned:輝達、ZeroHedge、The Information、QTR’s Fringe Finance、紐約時報、美國商務部、司法部、Culper Research、Megaspeed、上海世紀利通

〈Taiwan stocks: key premarket news〉台積電 Q3 dividend of NT$9 per share; stakes in Anthropic and OpenAI; Taiwan stocks surge 1,000 points for 2 straight days as foreign investors continue to dump shares

Published ・ Source Taiwan | 鉅亨網

台積電's board approved a Q3 dividend of NT$9 per share and a $40.9 billion capital budget, and the company will invest in Anthropic and OpenAI. Taiwan stocks rallied for 2 straight days, but foreign investors continued selling 台積電 shares. AI demand was strong at companies including 英業達 and 中鋼, whose revenue hit records.

Facts

  • 台積電's board approved a cash dividend of NT$9.0 per share for the third quarter of 2026.
  • 台積電 announced for the first time that it will subscribe to shares in Anthropic and OpenAI, with an allocation of up to $500 million for each.
  • Taiwan stocks surged 1,050 points at the close on the 10th, moving back above 4萬2千 points.
  • Foreign investors continued to be net sellers of 台積電, offloading 8,181 lots and extending their net-selling streak to 23 consecutive days.
  • 英業達 expects revenue and shipments of GPU and ASIC AI servers to post high double-digit percentage year-over-year growth next year.
  • 台泥 reported October revenue of NT$163.57億元, a nearly 22-month high since January 2025.
  • 中鋼 reported October revenue of NT$320.4億元, a 29-month high and a 31% year-over-year increase.

Companies mentioned:台積電、Anthropic、OpenAI、主動統一升級50、英業達、台泥、亞泥、中鋼、聯發科、奇鋐、禾伸堂、上銀、大同、台灣大、台電

[Yuan Chih-feng column] China's October trade data beat expectations

Published ・ Source Taiwan | 鉅亨網

Yuan Chih-feng's column said China's October trade data beat expectations, with the trade surplus reaching US$1052.8億. Hong Kong's Hang Seng Index edged up 0.4% on Tuesday, led by artificial intelligence and semiconductor stocks, while 中銀香港 received a recommendation with a high target price.

Facts

  • China's October exports totaled US$4123.3億, up 35.2%; imports totaled US$3070.5億, up 41.6%; and the trade surplus was US$1052.8億.
  • The Hang Seng Index closed at 24,557 on Tuesday, up 108 points, or 0.4%, on turnover of HK$1,782億元.
  • 中銀香港 (2388) received a recommendation with a target price of $160 and a stop-loss price of $140.
  • 智譜 (2513) plans to buy back H shares, with the total amount capped at 40億元.
  • 領展 REIT will acquire a 50.1% stake in Eastpoint Mall from 英康保險 for 2.395億 Singapore dollars.

Companies mentioned:中銀香港、阿里、盈富基金、舜宇光學、理想汽車、滙豐、濰柴動力、洛陽鉬業、泡泡瑪特、信達生物、石藥集團、寧德時代、李寧、老鋪黃金、友邦保險、百濟神州、藥明生物、長和、創科實業、農夫山泉、攜程、中國鋁業、中國宏橋、中石油、新東方、中海油、中石化、中國人壽、小米、百度、天數智芯、智譜、Minimax、地平線機器人、比亞迪電子、華虹宏力、中芯國際、聯想、商湯、小鵬集團、兗礦能源、中煤能源、東方航空、南方航空、中國國航、瑞聲科技、領展、英康保險、周大福創建

Was October's Treasury rebound just an illusion caused by short covering? T. Rowe Price: Treasury yields could surge again, peaking only in a recession

Published ・ Source Taiwan | 鉅亨網

T. Rowe Price global head of fixed income Arif Husain warned that Treasury yields could rise again amid inflationary pressures and an overly restrictive Fed policy, peaking only when the U.S. economy enters a recession. He questioned whether October's rebound was merely short covering and forecast that the yield curve could bear-steepen or invert again.

Facts

  • T. Rowe Price global head of fixed income Arif Husain warned that Treasury yields could surge again, peaking only once the U.S. falls into recession.
  • Husain believes the Fed may keep raising interest rates until something in the economy or financial markets breaks.
  • Husain said October's Treasury rebound was mainly driven by short covering, not renewed safe-haven demand.
  • Husain warned that the Treasury yield curve could bear-steepen or even invert again.
  • Neuberger Berman senior portfolio manager Olumide Owolabi believes long-term inflation could fall back to the Fed's 2% target.
  • The investment-grade fixed-income portfolio managed by Owolabi, valued at about US$900億, has not significantly increased its bond overweight.
  • This year, the U.S.-Iran war intensified inflation concerns, and the 10-year Treasury yield briefly climbed to 5.36%.

Companies mentioned:T. Rowe Price、Neuberger Berman

Taiwan | 風傳媒(16)

Chiang Min-chin's view: The good follow their nature; the worst contend with the people—echoes of the U.S. midterm elections

Published ・ Source Taiwan | 風傳媒

Democrats scored a major victory in the 2026 U.S. midterm elections, flipping majorities in both chambers of Congress. Analysts say soaring oil prices caused by the Iran war, disputes over farm subsidies and redistricting missteps eroded voters' confidence in Republicans, validating the political rule that those who contend with the people for their interests lose.

Facts

  • Democrats flipped the Senate majority in the 2026 midterm elections, creating a fifty-four-to-forty-four balance.
  • During the war with Iran, diesel prices rose by more than four tenths at their peak, topping six dollars per gallon.
  • Federal farm subsidies hit a record five hundred fifty-four 億 dollars in 2026.
  • About nine tenths of voters cited corruption as an important consideration.
  • The Texas Senate race cost more than five 億 dollars, with Elon Musk alone contributing nearly one 億九千萬.
  • Forty-nine percent of eligible voters nationwide cast ballots, the second-highest turnout in a midterm election since 1914.
  • Republicans redrew fifteen seats and Democrats redrew six, but Republicans nonetheless lost ground in places including Ohio.

Lee Chi-tse's view: Democrats retake both chambers—how will the world deal with a divided-power America?

Published ・ Source Taiwan | 風傳媒

Democrats retook both chambers of Congress in the 2026 U.S. midterm elections, increasing checks on U.S. foreign policy. Analysts say U.S.-China competition will continue while avoiding all-out confrontation, Congress will closely scrutinize policy on the Middle East and Russia-Ukraine, and allies will need to adjust their strategies to a politically divided United States.

Facts

  • Democrats won control of both the Senate and House in the 2026 U.S. midterm elections, crossing the 218-seat threshold in the House and securing at least 54 seats in the Senate.
  • The new Congress takes office on Jan. 3 next year, giving Democrats significant leverage over committee agendas, budget negotiations and oversight of the executive branch.
  • Senate Democrats criticized the September summit in Washington for producing no results and questioned the approval of high-end chips and manufacturing equipment sales to China.
  • Democrats called for the immediate delivery of U.S. military aid to Taiwan already approved by Congress, along with arms sales worth about one hundred forty 億 dollars.
  • Trump used an executive order to grant an indefinite waiver of most new Russia sanctions and tariffs under Section 115 of the Lindsey Graham Sanctioning Russia and Iran Act.
  • The leaders' summit of the Quad is expected to take place in Manila in mid-November, with foreign ministers set to focus on supply chains, emerging technologies and other issues.
  • Xi Jinping described China-U.S. relations as centered on cooperation, with competition kept within bounds, differences managed and peace within reach.

Chang Shu-chung's view: The spiral of silence versus the high-profile ocean current

Published ・ Source Taiwan | 風傳媒

Chang Shu-chung, a former member of Taiwan's Central Election Commission, wrote an analysis of the Taipei mayoral race, saying Democratic Progressive Party candidate 沈伯洋 was using the spiral-of-silence effect to build a substantial polling lead over Kuomintang candidate 蔣萬安 amid a high-profile "ocean current" generated by the government and media.

Facts

  • On Nov. 7, Democratic Progressive Party Taipei mayoral candidate 沈伯洋 held a large motorcade through Taipei as part of his "Great Ocean Current" campaign, accompanied by Vice President 蕭美琴 and Sports Minister 李洋, while officials including Premier 卓榮泰 cheered from the roadside.
  • 沈伯洋's public support recently surged to as much as 17 percentage points above 蔣萬安's, producing a single-peaked opinion curve or an L-shaped chart.
  • In Taipei mayoral elections over the past two or three decades, the balance between blue and green voters has generally been around six to four or five point five to four point five, with the blue camp slightly larger than the green.
  • The number of people who have not publicly stated a preference is estimated at at least a little over two tenths; academic research indicates that most of them are covert supporters of the blue camp.
  • On the 8th, a pro-green scholar harshly criticized Kaohsiung mayoral candidate 柯志恩 as an "obedient dog," while a business figure called 蔣萬安 "a member of the evil spirits."
  • The author is Chang Shu-chung, a former member of Taiwan's Central Election Commission and former president of Taiwan Shoufu University.

Chin Yen-pin's view: Voters take ownership and defend their city, winning back civic pride

Published ・ Source Taiwan | 風傳媒

Author Chin Yen-pin criticized Democratic Progressive Party Taipei mayoral candidate 沈伯洋 for relying too heavily on a "warm-hearted man" persona and emotional slogans while lacking practical plans for city governance. The article says 沈's team ignores scientific data and merely caters to social media sentiment, urging voters to cast their ballots rationally and pragmatically and reject ideological manipulation to protect the city's values.

Facts

  • Former President Tsai Ing-wen campaigned for Democratic Progressive Party Taipei mayoral candidate 沈伯洋, saying he has qualities that inspire confidence.
  • To move beyond the resentment associated with "resist China, protect Taiwan" and the "mass recall" campaign, 沈伯洋's team has actively cultivated a "warm-hearted man" image.
  • On urban renewal, 沈伯洋 proposed "unlimited urban renewal," emphasizing that the city government would provide support but offering simplified details on what the plan entails.
  • Minister without Portfolio 陳時中 and Health and Welfare Minister 石崇良 have both said that child abuse should not be viewed simply in terms of numbers.
  • Mayor 蔣萬安 launched a "安心遊行," appealing to all residents.

Chen Yi-min's view: The Employment Security Fund should return to its public purpose

Published ・ Source Taiwan | 風傳媒

Former legislator 陳宜民 criticized the lack of transparency in Employment Security Fund spending, citing about NT$7,224萬元 in expenditures flagged by the Ministry of Audit as having insufficient connection to the fund's purpose. He called on the government to explain the decision-making process and establish a public spending lookup system to restore trust in the fund.

Facts

  • The Ministry of Audit reviewed Employment Security Fund spending from 2020 to 2024 and found that some expenditures were insufficiently related to the fund's purpose.
  • The Ministry of Audit requested corrections to final accounts totaling about seven thousand two hundred twenty-four 萬 yuan.
  • The Employment Security Fund is legally required to have a management committee made up of government representatives, workers, employers and experts.
  • Current regulations set budget-ratio caps on fund management and administrative expenses.
  • The author calls for an easily searchable public spending system so people can review information including budgets, final accounts and winning contractors.

Lu Shao-wei column: A sex scandal escalates into great-power rivalry—implications for Jensen Huang and AI

Published ・ Source Taiwan | 風傳媒

An alleged affair involving 輝達 CEO Jensen Huang escalated into a national security controversy after the other party was identified by U.S. officials as a Chinese spy, raising concerns about his political risks and control of the company. The article argues that although his public image has taken a hit, the impact on the business itself is limited; the real risk lies in political pressure and national security scrutiny from U.S. intelligence agencies.

Facts

  • Original輝達CEO黃仁勳爆發婚外情,對象為中國公民、星國數據中心高管黃樂。
  • U.S. intelligence agencies have accused Huang Le of being a “Chinese spy” and elevated the incident into a major-power rivalry at the national level.
  • Original輝達初步回應黃仁勳將全力配合調查並繼續領導公司,且未發現國家安全或商業機密受損。
  • Jensen Huang has been accused of lobbying the White House to seek a relaxation of restrictions on advanced AI chips for China, a move seen as part of his job.
  • The biggest risks Jensen Huang faces going forward are political risks and national security reviews, rather than technology leaks or market substitution.
  • U.S. intelligence agencies had learned of Jensen Huang’s extramarital affair more than a year ago, and the leak at this time may be related to political infighting.
  • U.S. tech heavyweights such as Gates and Schmidt also believe that restricting chip exports will create competitors.

Companies mentioned:輝達、英偉達

Opinion: What a Taipei garbage truck incident reveals about how a professor is shaped

Published ・ Source Taiwan | 風傳媒

Writer Liao Yu-hui publicly accused officials of using public resources for private purposes after misunderstanding an announcement broadcast from a garbage truck, then deleted the post without apologizing. The author uses the incident to reflect on how professors in Taiwan are trained, emphasizing that intellectuals should respect facts, value evidence and take responsibility for the public good.

Facts

  • Renowned writer Liao Yu-hui posted on social media questioning whether a garbage truck was playing a broadcast supporting Taipei Mayor Chiang Wan-an, and mocked the promotion of municipal policies.
  • Taipei City’s Department of Environmental Protection clarified that the garbage truck was playing a vaccination public service announcement recorded by the mayor, not election campaign material.
  • Liao Yu-hui deleted the post and disabled comments, but no formal explanation or apology for the accusation was ever seen.
  • The author notes that most university professors in Taiwan have worked for many years to progress from students to graduate students and then to academic positions, and that the government previously invested resources in their development.
  • The author believes the value of academic training lies in fostering respect for facts, insistence on evidence and the ability to reexamine oneself when wrong.
  • The author emphasizes that when an initial judgment is wrong, explaining the facts, acknowledging the mistake and even apologizing are the qualities people with academic training should display above all.
  • The author notes that university faculty duties include teaching, research, service and advising, with service involving contributions to society.

Opinion: Has the New Tide faction’s monopoly over resources become a scourge in the DPP camp’s Kaohsiung mayoral race?

Published ・ Source Taiwan | 風傳媒

In the 2026 Kaohsiung mayoral race, DPP candidate Lai Jui-lung is facing a tight contest and trailing KMT candidate Ko Chih-en in polls amid controversy over the New Tide faction’s monopolization of resources and problems with party unity, fueling anxiety within the DPP camp.

Facts

  • ETtoday Poll Cloud shows Ko Chih-en with slightly higher support than Lai Jui-lung.
  • There is a significant gap in the number of Facebook followers for Lai Jui-lung and Ko Chih-en.
  • Senior DPP figure Hsu Kuo-tai publicly criticized the New Tide faction.
  • In the 2024 election, the combined vote share of the blue and white camps was higher than that of any single party.
  • Shen Po-yang has far more online followers than Lai Jui-lung.

Chang Chia-ling’s view: AI crosses borders to grab funds, reshaping the structure of the Swiss franc bond market

Published ・ Source Taiwan | 風傳媒

Original人工智慧競賽推動科技巨擘跨國大額發債,Alphabet與亞馬遜進入瑞郎及歐元市場,單筆規模近30億瑞郎,對當地債券市場造成結構性衝擊與擠出效應。

Facts

  • Bloomberg estimates that funding required to build global AI data centers could exceed 3 trillion U.S. dollars.
  • OriginalAlphabet、亞馬遜、微軟、Meta與甲骨文等大型雲端與AI基礎設施業者,到2028年的資本支出可能超過1兆美元。
  • Original亞馬遜在2026年3月發行145億歐元債券,5月再發行約28.2億瑞郎。
  • Alphabet entered the Swiss franc market for the first time in February 2026, issuing 3.055 billion Swiss francs.
  • Traditional Swiss franc corporate bond issues are usually around 200 million to 250 million Swiss francs each, while individual issues by tech giants approach 3 billion Swiss francs, more than 10 times the size of a typical transaction.
  • As of September 2026, AI-related companies accounted for 26.4% of that year’s new Swiss franc corporate bond issuance.
  • As of August 2026, large U.S. tech companies had about 40 billion euros of euro-denominated bonds outstanding.

Companies mentioned:Bloomberg、歐洲中央銀行、ECB、Alphabet、Google、亞馬遜、Amazon、微軟、Microsoft、Meta、甲骨文、Oracle、Financial Times、《金融時報》、Zurich Insurance

Wang Feng-sheng’s view: Trump’s midterm setback—will financial markets rise first and then fall?

Published ・ Source Taiwan | 風傳媒

The Democratic Party’s victory in the U.S. midterm elections dealt a political blow to the Trump administration. Increased policy uncertainty sent financial markets on a volatile rise and reversal, with AI and tech stocks leading the decline. The author says political uncertainty becomes an economic cost and affects Asian markets through supply chains, particularly warning that Taiwan must prepare for external shocks.

Facts

  • The results of the U.S. midterm elections are in, with the Democratic Party’s victory dealing a political blow to the Republicans and the Trump administration.
  • Financial markets rose briefly after the election, then reversed sharply, with AI and tech stocks leading the decline.
  • Political uncertainty is an economic cost: when investors cannot determine the future direction of policy, markets recalculate risks and returns.
  • Investment in the AI industry faces questions over enormous capital expenditures, energy demand and whether investment returns can be realized.

Chang Liang-jen’s view: Is a change finally coming? Israel’s opposition must be pragmatic, not just insist on being right

Published ・ Source Taiwan | 風傳媒

Israeli President Isaac Herzog tasked National Unity Party leader Gadi Eisenkot with forming a government, seeking to oust Benjamin Netanyahu. Eisenkot has 28 days to overcome internal ideological differences and challenges in forming external alliances, and build a coalition government through compromise.

Facts

  • Likud won 27 of the 120 seats in parliament, while the governing coalition had 53 seats in total.
  • Eisenkot’s National Unity Party won 21 seats, while the opposition camp held a combined 67 seats.
  • Eisenkot has 28 days to form a government, with a possible 14-day extension.
  • The author is a board member of the Cross-Strait Development Foundation and a former ambassador-at-large to Israel.
  • After the 24th parliamentary election in March 2021, Netanyahu failed to form a government, and Lapid formed a coalition government.
  • Eisenkot spent most of his life in the military and lacks political finesse.

Opinion: An affair exposes the hidden power dynamics of the U.S.-China chip war?

Published ・ Source Taiwan | 風傳媒

Original輝達CEO黃仁勳因婚外情道歉後,遭美國國會與情報圈質疑其配偶涉中國情報活動。此事件引發美中雙方對科技霸權與晶片出口政策的重新計算,黃仁勳的政治信用面臨考驗。

Facts

  • On the eighth day of the eleventh month, Jensen Huang publicly admitted to being unfaithful to his wife and apologized.
  • Original輝達董事會宣布由獨立董事與外部律師展開調查。
  • U.S. officials suspect that Alice Huang, who is closely associated with Jensen Huang, may have been involved in Chinese intelligence activities.
  • China’s Foreign Ministry denied the “Chinese spy” allegations, calling them baseless, defamatory and malicious.
  • Jensen Huang has long argued that the United States cannot cede the entire Chinese market to China’s own AI companies.

Companies mentioned:輝達

Opinion: Public funds are not the cultural sector’s private preserve; oversight must not fail

Published ・ Source Taiwan | 風傳媒

Original本文為一篇觀點投書,針對近期文化部音樂補助與台電識別系統優化案引發的爭議進行分析。作者質疑特定創作者與政治人物的人脈連結可能影響公帑分配的公平性,要求政府公開透明化評選程序並說明經費成效。

Facts

  • Information circulating online indicates that the studio of the singer behind “Taipei Shun Qi Lai” received a cumulative total of about NT$6.5 million in album subsidies over the years, and that the singer’s producer was among the music subsidy judges.
  • Original永真急制設計工作室以96萬8940元得標台電識別系統優化案,設計師聶永真也曾承接其他政府及國營事業設計案件。
  • The first question the author says the government should clarify is whether officials or people around them failed to recuse themselves when required to avoid a conflict of interest.
  • Original作者質疑文化部補助的評審名單、評分項目、權重及入選理由是否具備足夠透明度,以防量身訂做標準。
  • The author argues that public spending must not only be lawful, but also account for the results of the work’s release, how the funds were used and the extent to which policy goals were achieved, demonstrating value for money.

Companies mentioned:文化部、台電、永真急制設計工作室

Original觀點投書:替立委評品格,公督盟自己先不及格

Published ・ Source Taiwan | 風傳媒

Original公督盟執行長張宏林以「聽話的狗」形容立委柯志恩,引發性別歧視爭議。作者呼籲跨黨派立委共同拒絕人格羞辱,並質疑監督機構若缺乏尊重,將失去公信力。

Facts

  • Original公督盟執行長張宏林於十一月八日受訪時批評柯志恩。
  • Chang Hung-lin called Ko Chih-en an “obedient dog.”
  • In April this year, female legislators from different parties jointly took part in an event marking the founding of the Women’s Parliamentary Caucus.
  • Women make up more than four tenths of the members of the current Legislative Yuan.
  • 公督盟 has cited lawmakers’ insults toward government officials on its website to explain the need for rigorous oversight.

Companies mentioned:公督盟

Opinion: Jensen Huang’s rumored affair steals the media spotlight—is the “洋流” buzz at risk of being drowned out by a torrent of news?

Published ・ Source Taiwan | 風傳媒

This article examines how rumors about 輝達 CEO Jensen Huang’s private life seized the media spotlight, creating a news crowding-out effect for Taiwanese politician Puma Shen and the related issue of “洋流,” and argues that elections are ultimately a competition to capture public attention.

Facts

  • Jensen Huang is the CEO of 輝達 (NVIDIA) and a leading figure in the global artificial intelligence revolution.
  • Rumors about Jensen Huang’s private love life have become a news topic, prompting widespread public curiosity.
  • Puma Shen and “洋流” have been among the focal points of political discussion in Taipei for some time.
  • News about Jensen Huang could have an unexpected political effect on “洋流”—a news crowding-out effect.
  • The author holds a doctorate in urban environmental engineering from Kyoto University and is executive director of the Taipei Urban Environment Association.

Companies mentioned:輝達、NVIDIA

Olbers’ Paradox—Is the night dark only because the stars are so far away? Excerpt from The Dawn of the Universe (1)

Published ・ Source Taiwan | 風傳媒

Excerpted from The Dawn of the Universe, this article explores Olbers’ paradox. It explains that if the universe were infinite and uniform, the night sky should be bright, but it is actually dark—a finding that reveals how traditional intuitive reasoning overlooks the geometric effect of the increasing number of distant stars.

Facts

  • The name Olbers’ paradox comes from 19th-century German astronomer Heinrich Olbers.
  • In 1576, Thomas Digges edited and republished his father’s work, adding an appendix introducing the Copernican heliocentric theory and the concept of an infinite universe.
  • Digges, Hooke and Halley all believed distant starlight was too faint to be seen, but did not consider the effect of the increasing number of distant stars.
  • A star’s brightness is inversely proportional to the square of its distance, while the number of stars in a spherical shell is proportional to the square of the distance.
  • The author, Ou Baisheng, holds a doctorate in physics and a bachelor’s degree in history from National Taiwan University.

Companies mentioned:允晨文化

Taiwan | 中央社 CNA(8)

Prague students protest in support of public media, call for culture minister to resign

Published ・ Source Taiwan | 中央社 CNA

Hundreds of Czech university students protested in Prague against the government’s plan to change the funding system for public media, voiced support for 捷克電視台 (ČT) and 捷克廣播電台 (ČRo), and called for Culture Minister Oto Klempíř to resign.

Facts

  • Received signatures from 2317 people
  • Requires 11 billion korunas in funding
  • Only 10 European countries have adopted this system
  • Another 11 countries have abolished it

Companies mentioned:中央社、查理大學、捷克理工大學、布拉格表演藝術學院、捷克電視台、捷克廣播電台、無國界記者組織

Good morning, world》台積電 takes stakes in Anthropic and OpenAI; October revenue hits record, with 1.34 trillion earmarked for capacity expansion

Published ・ Source Taiwan | 中央社 CNA

台積電 posted record October revenue, took stakes in Anthropic and OpenAI, and approved 1.34 trillion in capacity expansion; 輝達 faces political and investigative pressure; foodpanda raised platform fees due to higher costs; the U.S. FDA required GLP-1 drugs to carry a warning about optic neuropathy.

Facts

  • NT$586.89 billion
  • Up 14.7% month over month
  • Up 59.7% year over year
  • NT$9 per share
  • US$500 million each
  • NT$1.34 trillion
  • Closed at NT$32.865
  • Foreign investors remitted about US$10 billion
  • Operating costs rose about 32%
  • An average increase of NT$4 to 6
  • Risk increased to more than 2 times

Companies mentioned:台積電、Anthropic、OpenAI、輝達、Megaspeed、foodpanda、美國食品暨藥物管理局

Republicans suffer midterm-election rout; U.S. media: Trump ally Jim Jordan to become House minority leader

Published ・ Source Taiwan | 中央社 CNA

The U.S. midterm elections ended with Republicans losing control of both chambers of Congress. Democrats won 54 seats in the Senate and 255 in the House. Republican Representative Jim Jordan was elected the new House minority leader, succeeding outgoing Speaker Mike Johnson.

Facts

  • 435 House seats
  • 100 Senate seats
  • 35 of the 100 Senate seats
  • Democrats in the Senate... won 54 seats
  • Democrats in Congress... won 54 seats in the Senate and 255 in the House
  • The Republicans’ 44 Senate seats
  • 166 seats in the House
  • Ran in 2023
  • Requires 60 votes to pass
  • The 2/3 vote required to override a presidential veto

Companies mentioned:中央社、美聯社、CNN、美國有線電視新聞網、路透社

After supermarket refrigerators are hacked, EU cybersecurity chief warns household appliances could be next target

Published ・ Source Taiwan | 中央社 CNA

Le Pessard, executive director of the 歐盟網路安全局 (ENISA), warned that household appliances could be the next target after supermarket refrigeration equipment was hacked, and called for greater cybersecurity investment in Europe.

Facts

  • At least 12 European countries
  • October 11 and 12
  • More than 100 French supermarkets

Companies mentioned:中央社、法新社、歐盟網路安全局、ENISA、伊朗革命衛隊

Hot U.S. inflation strengthens Fed rate-hike expectations; Wall Street stocks close lower

Published ・ Source Taiwan | 中央社 CNA

The U.S. October CPI rose more than expected month over month, strengthening expectations of a Fed rate hike in December, and Wall Street stocks closed lower; 輝達 continued to fall amid the fallout from CEO Jensen Huang’s affair scandal.

Facts

  • Closed at 52231.89 points
  • Closed at 7520.93 points
  • Closed at 25065.88 points
  • Closed at 9998.33 points
  • Closed at US$168.80

Companies mentioned:中央社、聯邦準備理事會、Fed、輝達、NVIDIA

Oil prices fall as Iran conflict expected to ease

Published ・ Source Taiwan | 中央社 CNA

U.S. President Donald Trump said there was no need to attack Iran, prompting expectations that the conflict would ease and triggering crude oil sell-offs. Technical selling pressure also weighed on prices, sending international oil prices lower. West Texas Intermediate crude closed at US$86.04 a barrel in New York, while Brent crude closed at US$91.49 a barrel in London.

Facts

  • Down 0.9%
  • Closed at US$86.04 a barrel
  • Fell 1.2%
  • Closed at US$91.49 a barrel

Companies mentioned:中央社、紐約商品交易所

明鏡周刊: German military bans Chinese commercial drones over national security concerns

Published ・ Source Taiwan | 中央社 CNA

Germany’s 明鏡周刊 reported that the German military has immediately banned the use of commercially available Chinese-made drones at military barracks and training grounds over national security concerns, and is seeking to phase out equipment purchased in recent years.

Facts

  • A 2024 strategy
  • Poland this February
  • The U.S. ordered in October
  • 1151111

Companies mentioned:明鏡周刊、Der Spiegel、中央社、路透社、大疆、DJI、比亞迪

From the old photo archive》A hope that transcended adversity: a chimpanzee puppet forged a bond between Jane Goodall and Taiwan

Published ・ Source Taiwan | 中央社 CNA

In 1996, Taiwan presented animal conservationist Jane Goodall with a chimpanzee puppet made by glove-puppet master Huang Hai-dai, marking her close ties with Taiwan; Goodall died in 2025.

Facts

  • At noon on November 15, 1996
  • Spent more than 30 years studying chimpanzees
  • The Robben Island prison where he was imprisoned for more than 20 years
  • In 2020, she received the Tang Prize in Sustainable Development
  • Jane Goodall died in 2025

Companies mentioned:中央社

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