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台股收 46,551 點，漲 693 點Taiex Climbs 693 Points to Close at 46,551華勒鴿派談話帶動，站回 5 日線；成交 8,256 億元為 8 月 26 日以來最低量。Waller's dovish tone fueled a rebound back above the 5-day line; turnover narrowed to NT$825.6 billion, the lightest since Aug. 26. 讀全文 →Read →

外資現貨買超 562 億元，期貨淨空單 82,389 口Foreign Funds Buy NT$56.2 Billion in Cash, Add Shorts to 82,389 Contracts現貨買、期貨空、十大特定法人淨多單增 358 口至 6,785 口；台指期正價差 157.87 點。Foreign institutions bought spot and shorted futures; top ten specific institutions raised net longs by 358 to 6,785 contracts; futures held a 157.87-point premium. 讀全文 →Read →

8 月營收首批 90 家年增 96%First 90 Companies Report August Revenue Up 96% Year-on-Year公布比率 5%，加總月增 5.5%，今年累計年增 61.1%；網通與遊戲月增幅最佳。With 5% of firms reporting, aggregate monthly revenue rose 5.5% month-on-month and 61.1% year-to-date; networking and gaming led sequential growth. 讀全文 →Read →

9 月升息機率過半，年底前 100%Markets Price Over 50% Chance of September Hike, 100% by Year-End芝商所定價與華勒「傾向按兵不動」並存；9 月 11 日 CPI 為裁決日。CME pricing diverged from Waller's preference to hold; the Sept. 11 CPI print will serve as the deciding catalyst. 讀全文 →Read →

被動元件集體漲停Passive Component Makers Rally to Limit-Up三星電機 1.0722 兆韓元 AI 伺服器 MLCC 訂單創單筆紀錄；一家研究機構估族群 8 月營收年增 53%。Samsung Electro-Mechanics secured a record KRW 1.0722 trillion AI server MLCC order; Mega International expects sector August revenue up 53% year-on-year. 讀全文 →Read →

SK 海力士 DRAM 市佔 29% 降至 25%SK Hynix DRAM Market Share Drops from 29% to 25%長鑫存儲同期 8% 升至 10%；HBM 排擠標準型產能。China's CXMT rose from 8% to 10% over the same period as HBM allocation crowded out standard DDR production capacity. 讀全文 →Read →

輝達 35 億美元認購聯發科可轉債Nvidia Subscribes to $3.5 Billion in MediaTek Convertible Bonds39 億美元 ECB 的 9 成，轉換價 4,513.75 元，全數轉換稀釋約 1.67%。The transaction accounts for 90% of MediaTek's $3.9 billion ECB at a conversion price of NT$4,513.75, implying roughly 1.67% dilution upon full conversion. 讀全文 →Read →

欣興遭檢調搜索Unimicron Searched in Origin-Labeling Inquiry涉產地標示爭議，公司稱爭議產品為傳統 PCB；股價跌 2.3% 收 902 元。The probe centers on product origin disclosures; the company stated the issue involves legacy PCBs; shares fell 2.3% to NT$902. 讀全文 →Read →

無人機關稅生效：台灣 15%、中國 100%Drone Tariffs Take Effect: Taiwan at 15%, China at 100%國防自主暨無人載具條例 6 年 2,400 億元預算通過；沙烏地 6 月採購創新高。Legislators passed a six-year, NT$240 billion unmanned vehicle defense bill; Saudi procurement reached a record high in June. 讀全文 →Read →

雙鴻水冷板重回輝達推薦名單Auras Returns to Nvidia's Recommended Cold-Plate Vendor ListVera Rubin 水冷板力拚 9 月底認證，雙鴻漲停、奇鋐漲逾 7%。The firm is targeting late September for Vera Rubin cold-plate certification; Auras hit limit-up while CCI rose over 7%. 讀全文 →Read →

Rubin Ultra 出貨遞延 1 季Rubin Ultra Shipments Pushed Back One Quarter水冷設計變更，預估 9 至 10 月小量出貨；京元電後段測試同步遞延。Liquid cooling design modifications delayed initial low-volume shipments to September-October; King Yuan's back-end testing schedules shifted accordingly. 讀全文 →Read →