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指數 2 日失血 1,091 點Index Bleeds 1,091 Points in Two Days9 月 2 日跌 784 點、3 日再跌 307.06 點，收 45,857.66 點，成交值退到 9,462 億元。2 天抹去 8 月最後 1 週的漲幅，價跌量縮由賣方主導。The Taiex fell 784 points on Sept. 2 and another 307.06 points on Sept. 3 to close at 45,857.66, with turnover shrinking to NT$946.2 billion. The two-day drop erased the gains from the final week of August, with the price drop and volume contraction driven by sellers. 讀全文 →Read →

外資 2 日賣 1,395 億Foreign Investors Sell NT$139.5 Billion in Two Days9 月 2 日賣超 913.55 億元、3 日再賣 481.46 億元，台指期淨空單一度累積到 85,329 口。空單 3 日回補 3,754 口，賣壓稍緩但未反轉。Foreign institutional investors net sold NT$91.3 billion on Sept. 2 and another NT$48.1 billion on Sept. 3, with net short positions in Taiex futures peaking at 85,329 contracts. Shorts covered 3,754 contracts on Sept. 3, easing selling pressure slightly without reversing the trend. 讀全文 →Read →

櫃買單日跌 2.88%OTC Index Drops 2.88% in a Single Day櫃買指數收 395.25 點並跌破季線，跌幅是加權指數的 4 倍多。中小型股的槓桿與流動性風險先於權值股浮現。The OTC index closed at 395.25, breaking below its quarterly moving average. Its decline was more than four times that of the weighted index, showing that leverage and liquidity risks in mid- and small-cap stocks are surfacing ahead of large-caps. 讀全文 →Read →

金融指數漲 2.19%Financial Index Rises 2.19%金融類股 9 月 3 日收 3,481.59 點，玉山金單日漲 6.67%。資金從記憶體與載板換到殖利率最穩的族群，屬輪動而非撤離。The financial sector index closed at 3,481.59 on Sept. 3, with E.Sun Financial rising 6.67% on the day. Capital shifted from memory and substrates to the most stable dividend-yielding groups, indicating rotation rather than capital flight. 讀全文 →Read →

布蘭特站上 95 美元Brent Crude Tops $95布蘭特收 95.63 美元、西德州 91.01 美元，10 年期美債盤中觸 4.818%。全球政府債殖利率指標 3.72%，2008 年中以來最高。Brent crude closed at $95.63 and WTI at $91.01, while the 10-year U.S. Treasury yield touched 4.818% intraday. The global sovereign bond yield benchmark hit 3.72%, its highest level since mid-2008. 讀全文 →Read →

戴爾積壓訂單 950 億Dell Backlog Hits $95 BillionAI伺服器在手訂單 950 億美元、季增約 85%，全年AI伺服器營收指引上修到 740 億美元，股價單日漲 15.81%。訂單的上限已轉為記憶體模組供給。AI server backlog reached $95 billion, up roughly 85% quarter-on-quarter. Full-year AI server revenue guidance was raised to $74 billion, sending the stock up 15.81% in a single day. The ceiling on orders has shifted to memory module supply. 讀全文 →Read →

博通AI營收增 221%Broadcom AI Revenue Surges 221%單季AI半導體 167 億美元，下季營收指引 348 億美元低於市場的 350.5 億美元。盤後一度跌 4%、收盤僅跌 0.66%，利多之後賣消息。Quarterly AI semiconductor revenue hit $16.7 billion, but next-quarter revenue guidance of $34.8 billion fell short of market expectations of $35.05 billion. The stock fell as much as 4% after hours before closing down just 0.66%, a classic sell-the-news reaction. 讀全文 →Read →

南亞科營收再創高Nanya Technology Revenue Hits New High8 月 446.9 億元、年增 560.85%，資本支出上限由 520 億元提高到 697 億元。漲價紅利與供給紀律的終點被寫進同一份計畫。August revenue reached NT$4.4 billion, up 560.85% year-on-year, as the company raised its capex ceiling from NT$52.0 billion to NT$69.7 billion. Price hikes and supply discipline are written into the same plan. 讀全文 →Read →

南電跌停、載板急凍Nanya PCB Hits Limit Down as Substrates FreezeBT載板第 4 季凍漲傳聞引爆賣壓，南電跌停收 1,080 元，景碩、臻鼎同跌逾 8%。缺料敘事的第一個裂縫出現在價格條款。Rumors of a fourth-quarter price freeze on BT substrates triggered a selloff. Nanya PCB hit its limit down to close at NT$1,080, while Kinsus and Zhen Ding both fell over 8%. The first crack in the material shortage narrative has appeared in pricing terms. 讀全文 →Read →