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8 月非農遠優於預期，降息門檻墊高August Payrolls Far Exceed Estimates, Raising the Bar for Cuts美國 8 月新增非農就業 16.2 萬人，市場原本只預期 5.5 萬人，前期數字並上修至 2.1 萬人；失業率維持 4.1%。US nonfarm payrolls added 162K in August against consensus expectations of 55K, while prior figures were revised up by 21K; unemployment held at 4.1%. 讀全文 →Read →

薪資成長掉到疫情以來最低Wage Growth Slows to Lowest Level Since the Pandemic8 月平均時薪年增 3.1%，是疫情低潮以來最低水準，且低於同期通膨率——就業人數與購買力出現方向背離。Average hourly earnings rose 3.1% year over year in August, the lowest since the pandemic trough and below current inflation—creating a divergence between jobs and purchasing power. 讀全文 →Read →

金融股單週大漲 7.4%Financials Surge 7.4% on the Week台股 9 月 4 日收 46,551.13 點、週漲 0.5%；金融類指數收 3,522.36 點、單週上漲 7.4%，電子類指數同期下跌 0.2%。The TAIEX closed at 46,551.13 on September 4, up 0.5% on the week; the financial sub-index closed at 3,522.36, up 7.4% weekly, while tech dropped 0.2% over the same period. 讀全文 →Read →

台股 8 月全球第一Taiwan Equities Lead Globally in August8 月台股上漲 7.0%，在主要市場中居首；費城半導體指數今年以來上漲 65.7%，台股上漲 60.7%。The TAIEX gained 7.0% in August, topping major global markets; year to date, the Philadelphia Semiconductor Index is up 65.7% and the TAIEX is up 60.7%. 讀全文 →Read →

台灣製造業PMI連 11 個月擴張Taiwan Manufacturing PMI Expands for 11th Straight Month中華經濟研究院製造業採購經理人指數升至 62.5%，擴張速度是 2021 年秋季以來最快的一次；未來 6 個月展望指數 65.2%，已連續 8 個月站在 60%之上。The Chung-Hua Institution for Economic Research manufacturing PMI rose to 62.5%, the fastest expansion since autumn 2021; the six-month outlook printed at 65.2%, holding above 60% for eight consecutive months. 讀全文 →Read →

磷化銦基板恢復供應Indium Phosphide Substrate Shipments Resume聯亞 8 月營收 5.20 億元、年增 180.9%；供應端限制解除後，基板不再是產能擴張的瓶頸，瓶頸轉移到後段產能。LandMark Optoelectronics reported August revenue of NT$520 million, up 180.9% year over year; with supply bottlenecks cleared, constraints have shifted to back-end capacity. 讀全文 →Read →

高階銅箔基板出貨墊高High-End CCL Shipments Advance台光電 8 月營收 201.46 億元、年增 129.85%，M9 等高階產品出貨比重上升，下半年仍有調價空間。Elite Material posted August revenue of NT$20.15 billion, up 129.85% year over year, driven by higher M9 product mix and room for further second-half price hikes. 讀全文 →Read →

大立光 8 月營收年減 16.23%Largan August Revenue Falls 16.23% Year Over Year大立光 8 月營收 50.12 億元、月增 2.76%但年減 16.23%，較賣方原估低 16.62%；摺疊機與可變光圈鏡頭是第 3 季的變數。Largan Precision reported August revenue of NT$5.01 billion, up 2.76% month over month but down 16.23% year over year, missing sell-side estimates by 16.62%; foldable models and variable-aperture lenses remain third-quarter swing factors. 讀全文 →Read →

美國線運價連 6 週上漲US Freight Rates Post Sixth Straight Weekly Gain上海出口集裝箱運價指數收 3,590.05 點、週漲 2.29%；美東線每FEU 10,324 美元，歐洲線則連續第 9 週走跌。The Shanghai Containerized Freight Index closed at 3,590.05 points, up 2.29% on the week; US East Coast rates reached USD 10,324 per FEU, while Europe rates dropped for a ninth straight week. 讀全文 →Read →