Reported 7 months ago
蘋果在全球開發者大會（WWDC）中推出全新AI系統「Apple Intelligence」後，分析師看好AI功能帶動硬體升級，導致蘋果股價在盤中創新高，市值3.3兆美元超越微軟，成為全球第一大公司。投資機構看好蘋果功能將帶來未來增長，股價展望看漲。
Source: YAHOO
Reported 7 months ago
The Chairman of New Generation Technology, Cai Youkeng, along with the management team, announced on June 12, 2024, that the company will be listed on the over-the-counter market on the 18th, with plans to apply for a transfer to the stock market by the end of December. New Generation Technology started with producing machine tools such as lathes and milling machines, and has since expanded into woodworking machine controllers, IoT, AI decision-making, big data, and industrial automation, among other areas. The company has seen significant revenue growth in recent years, with a strong presence in international markets such as Malaysia, India, and mainland China.
Source: YAHOO
Reported 7 months ago
According to statistics on June 12, 2024, the third quarter saw conservative global index increases, but the markets of the United States, India, and Japan maintained growth between 1.7% and 4.8%, indicating strong performance for investors focusing on these markets for the second half of the year. Various factors like AI-related themes and technological advancements are contributing to the positive outlook for the US stock market, while Japan is experiencing improvements in overall economic conditions and increased investments. Additionally, India's stable policies and significant growth potential are attracting foreign investments, suggesting promising future performance for the country's market.
Source: YAHOO
Reported 7 months ago
Morgan Stanley Securities highlighted the arrival of the smartphone edge AI era with the launch of the Samsung Galaxy S24, predicting it to become a growth engine for smartphones from the second half of this year to 2025. They are optimistic about TSMC, Largan Precision, LITE-ON Technology, and MediaTek in the smartphone supply chain. The market shows positive feedback towards Samsung's advancements in AI, with expectations for Apple to incorporate new AI features in upcoming iPhones. Analysis on iPhone's competition in China indicates Huawei's re-entry having little impact so far, contributing to potential growth opportunities for key players like Largan Precision and LITE-ON. Morgan Stanley sees potential breakthroughs for Largan Precision in the high-end periscope lens market, emphasizing their competitive edge.
Source: YAHOO
Reported 7 months ago
台股12日再度衝高成功站穩22,000點，權王台積電（2330）衝破9字頭價位，但中小型股同樣表現不俗，櫃買指數創24年新高。16檔年月雙增且法人近五日偏多加碼的上櫃股，包括世界、元太、精材等，有望成為多頭市場中的熱門選擇。內部人士指出，台股輪動輪漲現象持續，顯示多頭格局尚未結束，建議投資人可留意5月營收雙增且法人買盤加持的個股，特別是AI供應鏈股。
Source: YAHOO
Reported 7 months ago
Taiwan's First Securities Investment Consulting Chairman Chen Yiguang explained on June 12, 2024, at 4:10 pm the overall economy and market analysis: the Fed announced its interest rate decision on June 12 (US time), with expectations of no change, but Chairman Powell's post-meeting comments and the rate dot plot from officials will set the policy direction for the second half of the year becoming a market focus. U.S. May CPI was announced, showing the year-on-year change as expected at 3.4%, with monthly change from 0.4% to 0.3%, below the expected 0.4%. The latest employment report reflected a strong job market but also weakness in household data. Following Taiwan's stock market reaching new highs, investors are advised to plan for a possible consolidation phase post-highs, with investment areas including AI server supply chain, IC design, and non-electronic sectors.
Source: YAHOO
Reported 7 months ago
Wei Qiaoyi/Taipei Report on June 12, 2024, at 4:10 p.m. The CITIC Charity Foundation and CITIC Bank have been promoting the 'Trust and Support Project' since 2011 to assist disadvantaged parents in poverty alleviation and self-reliance. The 13th year of the project held on the 12th recognized ten parents, including Liu Zaihong, who have successfully lifted themselves out of poverty, led their families towards a new life, and broke away from relying on social welfare. The project aims to start a cycle of love and pass on experiences to those in need for a chance to turn their lives around.
Source: YAHOO
Reported 7 months ago
In Taipei, on June 12, 2024, National Development Fund Commissioner Liu Jingqing announced plans to accelerate the comprehensive upgrade of industries through AI technology, focusing on enhancing the AI value chain to meet the challenges of future digitalization and geopolitical opportunities. The Fund will invest billions in AI-related innovations and start-ups, and collaborate with other agencies to establish AI eco-parks, including a virtual and physical park at the Shalun Smart Green Energy City, expanding further south. Efforts will also be made to boost AI application solutions in various sectors like healthcare, manufacturing, and smart cities to enhance competitiveness through continued technological innovation and collaboration with academia and industry.
Source: YAHOO
Reported 7 months ago
徐悠深在股东常会中表示，昱厚公司将加速推进嗜酸性白血球严重气喘鼻喷新药AD17002的临床试验，并计划通过现金增资募集2.4亿元资金，用于进一步发展全球专利布局和中、后期阶段的临床试验。该公司核心技术LTh（αK）拥有国际专利，涵盖多个医疗领域，昱厚公司还计划扩大技术平台的应用，包括治疗人体黏膜组织自身免疫炎症性疾病。
Source: YAHOO
Reported 7 months ago
During the 113th annual shareholders' meeting of Dongyuan Chemical held on June 12, 2024, Chairman Xu Xudong mentioned that while the global economy is not excellent, it is also not in bad shape. He emphasized that the key to economic recovery lies in observing China, as its consumption and manufacturing power greatly impact the global economy. Xu also discussed the recent trend of AI applications in manufacturing industries and the challenges and benefits it brings. Despite the slow global economic recovery, Xu highlighted the importance of companies focusing on their strengths and niches. Dongyuan Chemical is actively engaging in transforming its operations and developing green products. The company's revenue from specialized chemicals and green products is expected to increase in the coming years, driven by new product launches and increased production capacity utilization rates.
Source: YAHOO
Reported 7 months ago
Dai Ruiyao, Chen Xinwen, Huang Huiling, Wu Qilun/Taipei report on June 12, 2024 at 4:10 pm. Insured's own expense medical insurance will no longer accept duplicate documents for claims, and this change is postponed until October 1st. The Financial Supervisory Commission announced the reform at the end of last year, returning to the principle of compensating for losses, fully adopting original document claims. The original implementation date of July 1st has been moved due to the need for a buffer period. Various insurance companies have proposed the extension to October 1st, with no retroactive effect. The scheduled July 1st policy reforms include three major new systems, encompassing the implementation of loss compensation, strengthening dividend policy disclosure, and restricting the use of accident disability levels and payment tables in disability insurance. The insurance industry is experiencing a wave of policy revisions and suspensions due to the impending changes.
Source: YAHOO
Reported 7 months ago
The annual 'Taiwan Service Industry Evaluation' organized by the Commercial Times will take place in July, with a focus on promoting the concept of 'friendly service' through emphasizing 'employee empathy' and evaluating both 'service personnel empathy' and 'service facilities' in a depth manner. The assessment shows that, especially in sectors like banking, securities, and life insurance, while facilities geared toward friendly services are well-established, there is still significant room for improvement in terms of the empathy shown by service personnel, pointing to the need for further training and fostering a culture of empathy within enterprises. Small and medium enterprises, especially in the food industry, tend to lack in this aspect, with the evaluation presenting challenges in finding standout examples due to a lack of the 'friendly service' concept in operation and customer service staff.
Source: YAHOO
Reported 7 months ago
In the motorcycle industry, Kymco has released a series of new oil and electric vehicles, including the S Techno electric scooter in May and the new RTS 135 performance racing motorcycle on June 12. With a focus on achieving the 'dual crown' of oil and electric vehicles, Kymco is celebrating its 60th anniversary by pushing forward with a range of new products. The company aims to break traditional frameworks and meet the needs of consumers. Kymco's aggressive marketing strategies have helped the company regain a 30% market share and see a significant increase in new vehicle registrations compared to last year.
Source: YAHOO
Reported 7 months ago
Due to rainy weather affecting retail and construction industries, the UK economy stagnated in April, with a weak recovery momentum in the second quarter. In light of the upcoming July parliament elections, the opposition Labour party seized the opportunity to criticize Prime Minister Sunak for his economic promises. Manufacturing and construction output both dropped in April, while the service sector only grew marginally. Despite economic growth faltering in April, it is believed that factors like high inflation and interest rates are expected to diminish by year-end, potentially benefiting the next government. The current GDP growth is sluggish, giving the Labour party ammunition to attack Sunak ahead of the elections on July 4th.
Source: YAHOO
Reported 7 months ago
Supply chain sources revealed that Dafa currently provides PAM4 DSP optical transmission system single chips in collaboration with domestic module makers for use in American data centers. The developed optical transmission system single chips by Dafa Technology under MediaTek's group prove successful, with shipments to module factories for American data center use. The chips include SerDes high-speed interfaces and DSP, boasting speeds of up to 50G. Dafa has entered the AI server market by providing 12-nanometer optical transmission system single chips with innovative features, aiding in achieving high-speed optical connections between client cabinets using active optical fiber networks (AOC). Dafa aims to further develop optical data exchange technologies at the circuit board level, leveraging advanced processes and deepening its presence in the communication sector. Its mother company MediaTek's CEO emphasized at COMPUTEX their grasp on key SerDes technology in cloud computing, introducing the market's most advanced 224G IP and plans for future development in 400G and CPO capabilities, reflecting their commitment to advancing optical connectivity solutions.
Source: YAHOO
Reported 7 months ago
Economic Affairs Minister Guo Zhihui declares a goal to cultivate 200,000 AI talents within four years through inter-agency cooperation. To address the demand for AI talents, Guo emphasizes the need to accelerate innovation in the AI industry and advocate for the recruitment of international talent and overseas Taiwanese elites. Recognizing the challenge of solely relying on Taiwan's resources for global AI talent development, Guo stresses the importance of opening up to foreign talent, with future foreign investors required to bring at least 50% foreign employees, as seen in Nvidia's recruitment plan. Various agencies are collaborating to train industry AI talents, promote AI application personnel for various industries, and develop AI tool developers, aiming to establish an attractive talent ecosystem.
Source: YAHOO
Reported 7 months ago
According to Nikkei News on June 12, 2024, Japanese listed companies announced plans to repurchase their own stocks totaling around 9 trillion yen (approximately $570 billion) from January to May, a 60% increase from the same period last year, nearing the record high repurchase amount of about 9.6 trillion yen in 2023. The increase in stock buybacks is attributed to the efforts by Tokyo Stock Exchange (TSE) to enhance stock price-to-book value ratios and improve capital efficiency, leading to stock price support and shareholder returns. Despite the rising costs, Japanese companies continue to buy back stocks to meet the pressure of utilizing funds more effectively, with the scale of buybacks continuously expanding.
Source: YAHOO
Reported 7 months ago
On June 12, 2024, Apple's stock price soared, pushing up by 7.2% to $207.15 by the closing bell, leading to a surge in Apple concept stocks of Taiwanese companies like Largan Precision (3008) and Genesys Logic (3406) hitting the trading limit. Genesys Logic saw a 110.9% annual revenue increase in May, with expectations of returning to peak season operation as they start mass production of new products in the third quarter. Largan Precision also experienced a 33% annual revenue increase in May, with strong performances anticipated due to Apple's announcement of AI integration into their operating systems iOS 18, iPadOS 18, and macOS Sequoia.
Source: YAHOO
Reported 7 months ago
The chairman of the Financial Supervisory Commission, Peng Jinlong, stated that the sandbox has indeed encountered bottlenecks and will expand 'financial business trials' by the end of June. This expansion aims to accelerate financial innovation by allowing banks, insurance companies, securities firms, and others to collaborate with new technology startups to test new business concepts within the regulatory framework governed by the Commission without the need for legislation amendments, therefore speeding up the introduction of new services.
Source: YAHOO
Reported 7 months ago
On June 12, 2024, Chairman of the Straits Exchange Foundation, Cheng Wen-tsan, emphasized the importance of Taiwanese businesses returning to Taiwan amid the 'China +1' global strategy in light of the US-China trade war. He highlighted that aside from targeting markets like Mainland China, Southeast Asia, and North America, Taiwan's role as a crucial base cannot be underestimated. The government is committed to assisting companies in their realignment of global supply chains, with Taiwan offering favorable conditions for high-end manufacturing and technological development, making it a strategic choice for investments and talent training.
Source: YAHOO
Reported 7 months ago
As Yongxin Construction (5508), the leading stock in the construction sector, completes projects with a total sales value of 24 billion NTD, the company's performance is secured over the next two years. With a thriving housing market in Kaohsiung and strong market demand, Yongxin Construction is cautiously optimistic about its operations this year. The company's annual revenue reached 8.227 billion NTD, with a net profit of 2.729 billion NTD, the highest in its 37-year history. Yongxin Construction expects significant revenue from completed and upcoming projects, with a total estimated sales value of around 13 billion NTD, including new projects scheduled for completion in 2022.
Source: YAHOO
Reported 7 months ago
In an effort to stabilize the housing market, the Chinese government continues to implement various policies. The People's Bank of China (PBOC) recently held a meeting on June 12th, focusing on expanding the pilot experience of rental housing loans and promoting the refinancing of affordable housing to accelerate the destocking of existing housing inventory. The meeting stressed the importance of implementing the refinancing policy for affordable housing and facilitating the purchase of existing housing by local state-owned enterprises at reasonable prices, aiming to optimize the housing market and supply affordable housing efficiently.
Source: YAHOO
Reported 7 months ago
Stock market trading was active on 12th June 2024 in Taipei, with the Securities Transaction Tax revenue in May reaching 27.5 billion, marking the fourth highest monthly record and the second highest in the same period. Benefitting from AI-related sectors, including impressive financial reports from Nvidia driving up related supply chains, the stock market continues to perform well. The Taxation Department reported that the Securities Transaction Tax revenue for the first five months totaled 115.6 billion, the highest in the same period historically, with notable contributions from New Taipei City and Taoyuan City in various tax categories.
Source: YAHOO
Reported 7 months ago
The 2024 Future Education International Forum took place on June 7 at Dingxi Elementary School, focusing on 'AI's transformative impact on smart learning.' International and domestic scholars discussed the application of AI in educational reform. Through the collaboration between the Education Bureau and NEC, a smart library utilizing biometric recognition technology was developed to provide a smart and secure campus environment. AI is seen as a crucial tool for educational reform, complementing teachers by offering personalized learning support, expanding learning content, and promoting educational equity. The emphasis is on human-centered AI education, where educators enhance their digital literacy to leverage AI's potential for a brighter educational future.
Source: YAHOO
Reported 7 months ago
Taiwan's stock market hit a new high on June 12, 2024, exceeding the 22,000-point level driven by factors like AI and Apple's positive influence. As TSMC surged to record highs above 900 NT dollars, the market entered a new phase of evaluating high-priced stocks, with expectations of reaching 20,000 points. Various high-priced stocks like UMC-KY, Win Semiconductors, and Material-KY are thriving alongside TSMC, indicating a potential bullish trend with TSMC leading the way towards the coveted 'thousand-dollar club.'
Source: YAHOO