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原油單日下跌 3.1%Crude Oil Slumps 3.1% in Single Session紐約原油期貨 8 月 25 日收 82.36 美元、下跌 3.1%；市場解讀衝突處理方式由軍事轉向經濟制裁，能源供給受威脅的機率下降。WTI crude oil futures settled at USD 82.36 on August 25, down 3.1%, as markets interpreted the shift from military action to economic sanctions as reducing the likelihood of energy supply disruptions. 讀全文 →Read →

美股股債齊揚U.S. Stocks and Bonds Rally in Tandem道瓊上漲 0.3%、標普 500 上漲 0.3%、那斯達克上漲 0.7%，費城半導體指數上漲 1.4%；資訊科技類股由晶片股領漲。The Dow rose 0.3%, the S&P 500 added 0.3%, the Nasdaq climbed 0.7%, and the Philadelphia Semiconductor Index gained 1.4%, led by chipmakers within the tech sector. 讀全文 →Read →

TAIEX Successfully Tests Monthly Moving Average加權指數 8 月 25 日收 45,169.46 點、漲幅 0.9%；開低走高、中後盤震盪走升，當日成交金額放大到 0.72 兆元。The TAIEX closed at 45,169.46 on August 25, up 0.9%, opening lower before trending higher into the close as turnover expanded to NT$720 billion. 讀全文 →Read →

避險部位沒有完全撤退Hedging Positions Remain Intact油價回落的同一天，黃金期貨月線仍上漲 14.6%、白銀月線上漲 19.2%——地緣風險的定價下修，但沒有解除。Even as crude retreated, gold futures held a 14.6% monthly gain and silver stood up 19.2%—geopolitical risk pricing moderated, but hedges were not liquidated. 讀全文 →Read →

加速器龍頭終止連七跌AI Accelerator Leader Halts Seven-Day Losing Streak新一代推論晶片機櫃宣布進入全面量產，股價 8 月 25 日上漲 2.2%，結束連續 7 個交易日下跌；法說會將於 8 月 26 日盤後登場。Following an announcement of full-scale mass production for next-generation inference racks, shares rose 2.2% on August 25, snapping a seven-day slide ahead of its post-market earnings call on August 26. 讀全文 →Read →

低軌衛星路由器出現第二供應商LEO Satellite Router Market Sees Second Source Emerge市場傳出美系客戶導入二供，判斷該客戶在印度布局而當地無量產基地。Reports indicated a major U.S. client introduced a second supplier, prompting sell-side target reductions while maintaining positive ratings; client expansion in India without local supplier capacity was cited as the primary catalyst. 讀全文 →Read →

800G交換器六、7 月起量產800G Switch Mass Production Underway Since June-July該廠 800G交換器已在 2026 年 6 至 7 月正式量產，目前約有 2 至 3 家企業級客戶，預估貢獻 2026 年營收約 50 億至 60 億元。A key supplier initiated mass production of 800G switches in June-July 2026, currently serving two to three enterprise clients and projected to contribute NT$5.0 billion to NT$6.0 billion in 2026 revenue. 讀全文 →Read →

租賃業中國延滯率 5 年來首度下降Leasing Sector China Delinquency Drops for First Time in Five Years中租-KY第 2 季中國延滯率季減 0.1 個百分點至 6.9%，是 2021 年第 3 季以來首次由升轉降；營業利益率 31.5%創 2 年新高。Chailease Holding (5871) saw its Q2 China delinquency rate drop 0.1 percentage point quarter-over-quarter to 6.9%, the first decline since Q3 2021, while operating margin hit a two-year high of 31.5%. 讀全文 →Read →

美系伺服器廠與網通廠結盟U.S. Server and Networking Giants Form Alliance美超微電腦與思科結盟，共同推廣安全的人工智慧工廠方案，2 家當日分別上漲 9.35%與 0.80%；光通訊族群同步走揚。Supermicro partnered with Cisco to promote secure AI factory solutions, lifting their shares 9.35% and 0.80% respectively, while optical communication suppliers gained in tandem. 讀全文 →Read →