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外銷接單回穩Export Orders Steady經濟部即將公布 8 月外銷訂單，半導體與AI伺服器拉貨動能延續，支撐出口維持雙位數成長軌跡。The Ministry of Economic Affairs is set to release August export order data, with semiconductor and AI server procurement momentum sustaining double-digit export expansion.

央行鬆綁房貸Mortgage Limits Eased央行將第 2 戶房貸成數上限放寬至 70%，不動產放款集中度降至 34.44%，營建資金壓力實質減輕。The central bank lifted loan-to-value caps on second homes to 70% as real-estate lending concentration dipped to 34.44%, delivering direct liquidity relief to builders. 讀全文 →Read →

美債殖利率降Treasury Yields Recede10 年期美債殖利率回跌至 4.93%，初領失業金人數降至 19.6 萬人，降息路徑暫緩但資產評價壓力鈍化。The 10-year Treasury yield slipped back to 4.93% and initial jobless claims dropped to 196,000, cooling near-term rate-cut expectations while blunting asset valuation compression.

國巨B/B跳升Yageo's B/B Surges國巨AI伺服器電容訂單出貨比攀至 2.2，日韓同業產能受限推升轉單效應，下半年稼動率挑戰 90%。Yageo's book-to-bill ratio for AI server capacitors reached 2.2 as peer capacity bottlenecks in Japan and South Korea routed spillover orders to Taiwan, pointing toward 90% utilization in the second half. 讀全文 →Read →

強茂切入AIPANJIT Expands in AI受安世半導體轉單效應及雲端服務供應商拉貨激增推動，強茂用於人工智慧伺服器的功率元件業務，預估在 2026 年對總體營收貢獻度將攀至 14%至 15%。Spillover allocations away from Nexperia and accelerating orders from cloud service providers are projected to lift PANJIT's AI server power device exposure to between 14% and 15% of total revenue by 2026. 讀全文 →Read →

台塑化利差揚Refining Spreads Widen中東與俄羅斯煉油產能受損，亞洲煉油利差達每桶 38 美元，推升台塑化 8 月營收年增 50.3%。Disruptions to refining capacity in the Middle East and Russia pushed Asian product cracks to $38 a barrel, fueling a 50.3% year-over-year revenue surge for Formosa Petrochemical in August. 讀全文 →Read →

大立光購地產線Largan Builds Capacity大立光今年累計購地 80.78 億元，9 月建立試產線推進光纖陣列零組件，預計 2027 年上半年進入量產。Largan deployed NT$8.08 billion in cumulative land purchases this year and established September pilot capacity for fiber array units, targeting volume production in the first half of 2027. 讀全文 →Read →