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台指夜盤重挫近 800 點Taiwan Index Futures Drop Nearly 800 Points Overnight美國主要四大指數集體收黑，拖累夜盤台指期重跌 797 點，終場以 46,072 點作收。外資單日增持空單 2,852 口，淨空單留倉逼近 8.4 萬口高位，大盤開盤面臨測試月線重壓。Broad declines across four major US equity indexes knocked overnight Taiwan Index Futures down 797 points to settle at 46,072. Foreign institutions added 2,852 short contracts, taking open net shorts to nearly 84,000 contracts and putting the cash index's 20-day moving average under early test. 讀全文 →Read →

當沖成交值占比衝破 4 成Day-Trading Value Ratio Breaches 40%集中市場單日當沖買賣成交金額占比雙雙突破 41.7%，半導體與零組件占當沖比重逾 6 成。友達單日當沖量突破 35 萬張，顯示流動性高度集中於超短線博弈。Central exchange day-trading buy and sell value ratios both surpassed 41.7%, with semiconductors and components accounting for over 60% of total day-trading turnover. AUO day-trading volume topped 350,000 shares, reflecting high liquidity concentration in ultra-short-term trading. 讀全文 →Read →

歐洲央行升息一碼至 2.5%ECB Hikes Rates by 25 Basis Points to 2.5%歐洲央行將存款機制利率上調 25 個基點至 2.50%，主要再融資利率升至 2.65%。歐元區 8 月能源通膨年增 14.3%，市場預期年底前再次升息機率高達 90%。The European Central Bank raised its deposit facility rate by 25 basis points to 2.50% and lift its main refinancing rate to 2.65%. Eurozone August energy inflation jumped 14.3% year over year, pushing market-implied odds of another hike before year-end to 90%. 讀全文 →Read →

村田啟動停產引爆轉單Murata Line Halts Trigger Component Order Rerouting日系被動元件龍頭村田縮減車規與常規MLCC產線，全面轉向高階AI規格。台廠信昌電下半年特殊規格調漲 30%，國巨與華新科受惠轉單效益顯著。Japanese passive component leader Murata is scaling back automotive and standard MLCC lines to pivot fully toward high-end AI specs. Taiwan's PDC is lifting specialty product prices by 30% in the second half, with Yageo and Walsin Technology seeing significant order-rerouting gains. 讀全文 →Read →

士電在手訂單衝破 600 億Shihlin Electric Order Backlog Tops NT$60 Billion受惠台電電網強韌計畫、北美變壓器外銷與AI資料中心建置，士電在手訂單突破 600 億元。公司規劃興建T4 新廠擴增 5GVA高壓產能，能見度延伸至 2028 年。Boosted by Taipower's grid resilience project, North American transformer exports, and AI data center builds, Shihlin Electric's backlog exceeded NT$60.0 billion. The company plans a new T4 plant to add 5GVA of high-voltage capacity, extending order visibility into 2028. 讀全文 →Read →

光聖高芯數光纖遭遇料荒FOCI High-Fiber-Count Lines Hit Material Bottlenecks光聖上半年高芯數光纖產品比重達 5 成帶動毛利率站上 59.5%，累計前 8 月營收達 92 億元。惟短期受制於上游光纖原料供應短缺，下半年出貨節奏面臨配額壓抑。High-fiber-count products made up 50% of FOCI's first-half sales, lifting gross margin to 59.5% and taking first-eight-month revenue to NT$9.2 billion. However, near-term shipments face quota caps due to upstream optical fiber raw material shortages. 讀全文 →Read →

散裝海岬型日租單月飆 4 成Capesize Bulker Daily Rates Jump 40% in a Month西非鐵礦砂出口放量與鋁礬土海運需求激增，海岬型散裝船現貨日租金飆升至 55,500 美元。裕民第 2 季毛利率拉升至 35.4%，全年獲利預估大增 7 成。Surging West African iron ore shipments and strong bauxite demand pushed spot Capesize daily charter rates to USD 55,500. U-Ming's second-quarter gross margin expanded to 35.4%, positioning full-year profit for an estimated 70% increase. 讀全文 →Read →