硅晶圆缺口预估扩至 24% 汉测冻资 8,600 亿引爆产能卡位

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• 日报全文：头条与 5 篇专题、本刊观点与市场态判定、评等动向板、行事历、检查点The full daily: the lead and five features, Editor’s View with the market-state call, ratings board, calendar and checkpoints
• 深度专题全文：数据表、时间序列与附录Features in full: data tables, time series and appendices
• 全部新闻整合报导：政治、总经、科技、台股标的快讯每一篇全文，附本刊观点与接下来看什么Every news article in full: politics, macro, technology and Taiwan stock briefs, each with our view and what to watch next
• 筹码快讯完整版：赢家分点买盘与优先顺序、成本与连续买超、分点文件与搜索、优质大户分点、ETF 买卖超与申购赎回、每日筹码重点整理The full flows desk: winning-branch buying with a priority order, cost and buying streaks, branch profiles and search, notable large-trader branches, ETF flows and creations/redemptions, and a daily flows digest
• 每周检查点兑现表：本刊写下的检查点逐条对帐Weekly checkpoint scorecard: every checkpoint we wrote, reconciled line by line
• AI 助手（每期 100 次）：问本刊写过这档什么、某个月营收怎么报的、哪些文章谈过这个主题；也能请它整理本刊写过的布局考量与风险，每句标出处。次数在每次续订时重置AI assistant (100 per period): ask what we have written on a stock, how we reported a month's revenue, or which pieces covered a theme — every line cites the article it came from. Resets each renewal
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