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櫃買跌破季線OTC Index Breaks Below Quarterly Line櫃買指數 9 月 3 日跌 2.88% 收 395.25 點，跌幅是加權指數的 4 倍以上。中小型股先於權值股轉弱，籌碼鬆動由下往上蔓延。The GreTai Securities Market index fell 2.88% on September 3 to close at 395.25 points, suffering a decline more than four times that of the weighted index. Small and mid-cap stocks weakened ahead of large-caps as capital unwinding spread upward. 讀全文 →Read →

金融指數改寫新高Financial Index Rewrites Record High金融類指數 9 月 3 日漲 2.19% 收 3,481.59 點，玉山金併入三商美邦人壽躍居第 5 大金控。本土資金把電子的波動換成金融的帳面利益。The financial sector index gained 2.19% on September 3 to close at 3,481.59 points, as E.Sun Financial's absorption of Mercuries Life propelled it to the fifth-largest financial holding company. Domestic funds swapped tech volatility for financial book gains. 讀全文 →Read →

當沖占成交值 38%Day Trading Accounts for 38% of Turnover9 月 2 日當沖買進占成交值 38.07%，其中半導體吃掉當沖金額的 32.96%。近 4 成成交在收盤前結清，盤面深度比報價數字薄。Day-trade buy orders accounted for 38.07% of turnover on September 2, with semiconductors consuming 32.96% of total day-trading value. Nearly 40% of volume is squared off before the close, leaving market depth thinner than headline quotes suggest. 讀全文 →Read →

外資回補 3,754 口空單Foreign Investors Cover 3,754 Short Contracts外資台指期淨空單降至 81,575 口，賣權買權未平倉比由 83.90% 降到 77.16%。期貨避險在拆，現貨卻同日再賣 481.46 億元。Foreign net short TAIEX futures contracts declined to 81,575, while the put-call open interest ratio dropped from 83.90% to 77.16%. Futures hedging is unwinding, even as cash equities saw another NT$48.1 billion in net selling that same day. 讀全文 →Read →

日本 10 年債破 3%Japan 10-Year Yield Breaches 3%日本 10 年期公債殖利率站上 3%，1996 年以來首見；30 年債標售尾差由上月 0.21 擴大到 0.28。買盤要求更高的存續期補償。Japan's 10-year government bond yield topped 3% for the first time since 1996, while the tail spread on 30-year bond auctions widened from last month's 0.21 to 0.28. Buyers demand heavier duration compensation. 讀全文 →Read →

台達電電容換料Delta Electronics Reports Capacitor Swap市場傳新平台 18.3 千瓦電源供應器特定批次電容有漏電流疑慮，源頭在供應商零件、可換料處理。股價 2 個交易日跌逾 1 成。Market reports indicate specific batches of capacitors in new platform 18.3kW power supplies carry leakage current risks originating from supplier components, though resolvable via replacement. The stock dropped over 10% across two sessions.

BT 載板傳第 4 季凍漲BT Substrate Rumors Point to Q4 Price Freeze載板族群 9 月 3 日重挫，南電跌停、景碩跌 8.5%，市場傳 BT 載板第 4 季報價凍結。漲價敘事第一次被自家報價打斷。Substrate stocks plunged on September 3, with Nanya PCB hitting limit-down and Kinsus falling 8.5% amid market chatter that BT substrate pricing will freeze in the fourth quarter. The price-hike narrative was interrupted by its own quotes for the first time.

藥華藥新增適應症PharmaEssentia Expands Indications美國 FDA 於 8 月 28 日核准其長效干擾素用於原發性血小板增多症並推出新劑型。病患族群大於原適應症，貢獻落在 2027 年之後。The US FDA approved its long-acting interferon for polycythemia vera alongside a new dosage form on August 28. The patient demographic exceeds prior indications, with revenue contributions arriving post-2027.

無人機專法 6 年 2,400 億NT$240B Drone Special Act Over Six Years無人載具專法 8 月 27 日三讀，6 年編列 2,400 億元，國防部規劃採購近 5 萬架商規機。供應鏈由題材進入實際履約階段。The uncrewed vehicle special legislation passed its third reading on August 27, budgeting NT$240 billion over six years with the Ministry of Defense planning purchases of nearly 50,000 commercial-spec drones. The supply chain shifts from theme play to active execution.