Reported about 1 year ago
The government may review the new youth housing loans in collaboration due to criticism on its impact on housing prices. The Ministry of the Interior has expressed hesitancy to continue subsidizing interest rates for the loans given the recent interest rate hike by the central bank. Various opinions exist among departments, with the Ministry of Finance Deputy Minister Ruan Qinghua emphasizing the need to find consensus on handling the issue. Public sector banks are considering stricter measures to prevent misuse of the loans, with concerns raised regarding potential abuse of the new youth housing loans. Collaboration and thorough assessments will be conducted to ensure proper usage of the loans.
Source: YAHOO
Reported about 1 year ago
GIGABYTE is focusing on AI server business as a significant growth driver, with Chairman Yeh Peicheng emphasizing the long-term prospects of the AI trend. The anticipated GB200 server cabinet is set to be shipped in the fourth quarter or the first quarter of next year. The company's AI server business has been contributing to revenue growth, with expectations of profit benefits. They aim for a record-breaking annual revenue of 200 billion NTD this year, supported by the strong demand in the AI sector.
Source: YAHOO
Reported about 1 year ago
In response to the Trust 2.0 policy, the New Bank has been promoting trust education and awareness among the public, particularly focusing on the importance of elderly care trusts. They have held multiple trust seminars in collaboration with the Trust Association, educating people on trust concepts and functionalities to ensure financial security in retirement. The bank emphasizes the significance of financial services for the aging population and continues to provide elderly-friendly services while utilizing trust mechanisms to protect assets and prevent financial fraud, fulfilling their corporate social responsibility.
Source: YAHOO
Reported about 1 year ago
As remote work became popular during the pandemic and inflation forced many to leave expensive California, Silicon Valley once quiet saw a resurgence with the rise of AI startups. This led to a new culture of coding day and night, making nap pods in offices a hot commodity again. An AI startup, Exa Labs, inadvertently sparked interest in nap pods by ordering two and ending up with over 100 orders, showing the return of the Silicon Valley startup culture. Even though opinions on nap pods vary among engineers, the all-night coding culture has returned, especially in Hayes Valley, also known as 'Cerebral Valley,' with young engineers convening to write code relentlessly.
Source: YAHOO
Reported about 1 year ago
The ongoing Russia-Ukraine war for over two years has seen multiple sanctions imposed by Western countries led by the US on Russia, yet Russia managed to get support from third parties. The US has now decided to extend its reach by announcing an expansion of sanctions on the supply of chips and other goods to Russia, targeting sellers in China, including Hong Kong. These measures are part of the Biden administration's response to Russia evading Western sanctions and curbing its latest actions in the Ukraine conflict, closing loopholes by including US-branded goods and Hong Kong entities reportedly transporting goods to Moscow. The US is also preparing new significant sanctions on financial and non-bank institutions as conduits for Russian military technology acquisition. This comes as President Biden is poised to attend the G7 summit focused on aiding Ukraine and further sanctioning Russia, following discussions on strengthening internal checks within companies involved in selling goods and proposals for sanctions on aiding Russian enterprises like some Chinese firms.
Source: YAHOO
Reported about 1 year ago
英業達集團董事長葉力誠在股東會上表示，公司積極擴充全球生產據點，去年在泰國建廠並擴大產能，將持續投入高階技術研發提升毛利率，重點放在車用領域。葉力誠強調英業達是國內第一家生產AI伺服器的公司，並指出公司在積極探索未來性產品，標榜液冷式產品早在多年前就已著手。
Source: YAHOO
Reported about 1 year ago
New Cathay Investment Trust has announced that the New Cathay U.S. government 1-3 year bond ETF trust fund (00831B) will cease over-the-counter trading starting on July 18. The decision was made due to the fund's net asset value falling below NT$100 million for the past 30 business days as of May 3, meeting the termination standard for the trust agreement. New Cathay Investment Trust has filed for and received approval to terminate the fund's trust agreement with the competent authority, as stipulated in the rules for securities dealers. Despite the cessation of trading, New Cathay Investment Trust will continue to provide services for investors, who can find further details on the company's website.
Source: YAHOO
Reported about 1 year ago
On June 12, 2024, the US government expanded its chip control scope to include Gate-All-Around (GAA) transistor architecture and High Bandwidth Memory (HBM) technologies to prevent China's advancements in artificial intelligence (AI) field. Leading companies like NVIDIA, Intel, and AMD, along with their manufacturing partners TSMC and Samsung, are gearing up to produce chips using GAA technology. The US aims to make it difficult for China to assemble sophisticated computing systems and operate AI models by targeting the GAA transistor architecture and block the commercialization of this emerging technology, although it is unclear if the new measures will restrict China from developing GAA chips independently or limit sales to Chinese tech firms.
Source: YAHOO
Reported about 1 year ago
On June 12, 2024, Three-Fu Hua (4755) held a shareholders' meeting, where Chairman Wu Xinhong mentioned that last year, due to the excessive capacity expansion of panel factories in mainland China leading to market supply-demand imbalance and weakening demand from two major panel customers, it affected Three-Fu Hua's performance. However, the current operations have shown signs of improvement with growth expected from industries like semiconductors and contributions from the Vietnamese factory, aiming for overall growth this year. Additionally, Three-Fu Hua's first purified line of TMAH for semiconductors has commenced production and will initially supply to small and medium-sized manufacturers.
Source: YAHOO
Reported about 1 year ago
On June 12, 2024, after hitting a short-term low at the beginning of the month, New York oil prices bounced back more than 8%, reclaiming the short and medium-term averages. However, the quarterly trendline has become a downward resistance, nearing the $80 integer level. Therefore, it is advised to view any deep falls as rebounds before breaking the trendline. OPEC's latest report forecasts global oil demand to increase by 2.25 million barrels per day in 2024 and 1.85 million barrels per day in 2025, with economic growth and oil demand predictions remaining unchanged. Market awaits key US and China Consumer Price Index (CPI) data and Federal Reserve (Fed) policy meeting results, with rate cuts aiming to stimulate economic growth, potentially increasing energy demand and driving crude oil demand and prices up. Investors can participate in oil market trends through exchanges offering Brent crude oil futures with a margin of 65,000 yuan per contract and a tick of 100 yuan, with trading covering night sessions to meet global market trading needs.
Source: YAHOO
Reported about 1 year ago
With US bond yields rising to around 5% at the end of October last year, Taiwanese investors poured money into long-term US bond ETFs, leading to the growth of single bond ETFs by over a trillion NT dollars this year. Taiwan is now the 11th largest creditor of the US, with $259 billion in US bonds. The trend of investing in bond ETFs continues to heat up, with the highest trading volume on the first day of trading for the newly listed bond ETFs. The overall scale of bond ETFs has grown by over 20% since the end of last year, nearing 2.5 trillion NT dollars, benefiting over 500,000 people. Managers of investment-grade bonds highlight the recent economic growth and interest rate fluctuations in the US market, suggesting good opportunities for investing in fixed interest rate bonds. Market expectations for Fed interest rate cuts and concerns about inflation have led to a fluctuating bond market. Investors holding long-term bond ETFs are advised to accumulate positions on dips, while staying alert to price premiums and discounts.
Source: YAHOO
Reported about 1 year ago
The Japanese Yen against the New Taiwan Dollar recently showed a 0.2 increase, targeting the Taiwanese people's love for traveling to Japan and the increasing preference for the yen. Investors are now waiting for the opportunity of long-term appreciation of the yen, making yen-denominated investments more attractive. As inflation persists and mature central banks like the Federal Reserve remain cautious about interest rate cuts, balanced funds are becoming more popular for their potential in market opportunities, especially in the current high-interest-rate environment. Economists believe the yen is undervalued and may appreciate significantly in the long term, with expectations for the Bank of Japan to cut bond purchases and pave the way for a rate hike in July. Wealth management centers suggest considering balanced or bond funds denominated in yen while waiting for yen appreciation, aiming to maximize investment efficiency across stocks, bonds, and currency markets.
Source: YAHOO
Reported about 1 year ago
Pure online banks are striving to achieve breakeven in 2025 by expanding new businesses. The three major pure online banks—LINE Bank, Rakuten International Bank, and Tomorrow Bank—have all launched fund sales operations, marking the official start of a fund battle among online banks. These banks are collaborating with various fund providers to offer a wide range of fund options to customers, with a focus on providing convenient and accessible fund purchasing experiences. The market is particularly interested in the possibility of these banks selling overseas fund products in the future, especially in terms of their extensive online banking systems and user engagement strategies.
Source: YAHOO
Reported about 1 year ago
鼎泰豐因考量營運成本持續上升，自2024年6月12日起再次調漲價格，其中小籠包每籠從250元調漲至280元，調漲品項共150項，佔比8成，平均漲幅約6％。鼎泰豐表示此次漲價主要是受到人力成本增加的影響，為持續提供高品質服務與餐點，公司不得不調整價格以因應挑戰。公司亦多次加薪以吸引優秀人才，但這也增加了人力成本支出。
Source: YAHOO
Reported about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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 about 1 year 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