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20260806 200000 UTC
162 transcript segments
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Machine transcription. Treat it as a searchable index of what was broadcast, not a verbatim quotation record.

[00:00:13] You are watching City News.
[00:00:28] Let's start with a concern.
[00:00:40] The CPU group performed well, with 45 points from outer space, plus
[00:00:53] FMC Taiwan's PO
[00:00:59] 110 yuan EPS, which is actually 20 times. So after Taiwan pulled a long one, it was confirmed that we believe the worst is over. The fundamentals are very strong, including CCI related, and ABF. Whether it's Xinxing from a high point, or CPO Asia, they are all worth noting. In terms of heat dissipation, both Shuangpu and Shuangpu are out. The stock trend is also quite strong. On the electronic side,
[00:02:00] AIAI disperses,
[00:02:09] CPO and boards. The buying interest of small and medium-sized stocks is active, with 7% of them rising sharply. Both of them are driving the market up. However, Taiwan still needs to pay attention to
[00:02:55] Entropy's
[00:02:56] IPO, which may have a big impact on the market's funds.
[00:03:20] SpaceX's AI
[00:03:23] chip contract with Hande Technology pushed up its stock price on Wednesday,
[00:03:29] and its market value returned to 5.3 trillion US dollars,
[00:03:32] ranking first in the world. In the Taiwan market, all three groups of server suppliers
[00:03:43] stated that the company will exclusively use Nvidia chips to build
[00:03:47] AI computing infrastructure in the future. In the satellite project,
[00:03:51] it is planned to deploy Nvidia's VA
[00:03:54] Ruben machine cabinet system on the ground and in space simultaneously. The news boosted Nvidia's stock price by more
[00:04:00] Right now, in a market which is compute than 3% on Wednesday. It closed at 219.2 US dollars, rising for the fifth consecutive trading day.
[00:04:03] The company's value returned to 5.3 trillion US dollars.
[00:04:16] scarce, it is very competitive advantage, which Elon Musk
[00:04:19] has been very bullish on as well, and that's where he's trying
[00:04:23] to position SpaceX at this point as a cloud player. We
[00:04:26] think NVIDIA's business is growing a really an'.
[00:05:15] returned to the 1000 yuan mark, and Hon Hai pulled out a large red and black line with a large volume. The long-term price was
[00:05:19] 61 yuan, and the trading volume exceeded
[00:05:22] 29,000 lots. Foxconn also rose sharply to
[00:05:26] 1760 yuan, and Qi Hongjian's measurement also
[00:05:29] showed strong performance across the board. Such an announcement actually also
[00:05:33] boosted the overall AI server-related atmosphere in the current Taipei stock market.
[00:05:37] Today, the heat dissipation group also showed a clear
[00:05:41] increase. It is worth paying special attention to whether the stock prices of these AI
[00:05:45] supply chain manufacturers in the second half of the year can also hit new highs while their revenues continue to hit new highs. However, analysts pointed
[00:05:49] out that from the perspective of industry trends,
[00:05:52] current demand has not slowed down significantly. Except for the recent slightly conservative outlook
[00:05:56] for soft capital expenditures, most large technology companies are still
[00:06:00] continuously increasing their capital expenditures, indicating that the AI investment
[00:06:04] cycle is still continuing. For Taiwan's AI supply chain,
[00:06:07] the overall environment is still favorable. Reporter Huan Zhanghu, Taipei.
[00:06:11] The US 11 towards the bright market has also improved. The national fee is 500. The performance of overseas ETF stocks that have been relisted due to growth has rebounded significantly since the low on July 30th. However, experts have reminded people to pay attention to the feasibility of AI capital expenditures and other fluctuations.
[00:06:35] US
[00:06:35] stock technology reports show that AI server AI needs a large market.
[00:06:55] We've seen a big improvement in the performance of AI stocks. The
[00:06:58] supply chain has done very well, but
[00:07:02] going forward, we think that we should look at three factors as part of the
[00:07:05] AI supply chain. One is the pricing of components,
[00:07:09] because pricing of components had gone up where the... that comes
[00:07:13] down. The second is the technology change. We are positive
[00:07:16] on the overall volume growth. We expect that the market will
[00:07:20] grow from over $700 billion dollars this year to over
[00:07:24] $1.5 trillion in four years' time. AI super development is also urgent in Taiwan's multi-short overseas ETF stock growth, including the same party
[00:07:36] plus ETF, National Health Philadelphia, Dahua ke
[00:07:39] 7 plus Neng Yongke SAP 500 growth ARK and other technology-focused ETFs have shown market growth since the low point on July 30th, indicating that the market has shifted from a defensive stance to a global growth outlook. It is quite optimistic about some areas that will be affected by
[00:08:03] AI investment, such as Japanese semiconductors or some American
[00:08:12] AI investment industries, or American research and development, or American finance. They have all seen a 20% to 30% increase in this rebound. However, experts also remind that a short-term rebound may also be possible, or the feasibility of AI and the volatility of the exchange rate. Taipei reported.
[00:08:42] Taiwan stocks soared 1250 points
[00:08:45] on the previous trading day. However, US technology stocks performed weakly, and Taiwan stocks
[00:08:49] fell 259 points in the night trading session. On Thursday, Taiwan stocks
[00:08:53] opened lower, giving back part of the previous day's gains. The market's conservative stance
[00:08:57] continued. The ninth market stabilization mission officially
[00:09:00] ended, with an overall investment return rate as high as 81%. All
[00:09:04] eight stocks purchased were profitable,
[00:10:12] This time, the mutual fund also set a record for the longest mission execution period in Taiwan's history,
[00:10:16] entering the market for 279 days and spending 114 days
[00:10:20] disposing of stocks. It's not directly about this list, but about
[00:10:24] its logic.
[00:10:50] The Reserve Bank of Australia began on February 2nd.
[00:11:36] just for one way, it'll cost anywhere between $25 to $33 to use the
[00:11:39] overhead compartment on domestic flights and upwards of
[00:11:43] $52 for international
[00:11:45] services. Passengers can still put a carry-on bag under the seat, but they have to pay to use the overhead compartment.
[00:12:17] No, that's not good, not good. We're already paying
[00:12:20] enough. In an average year from Melbourne to Bali and back,
[00:12:23] assuming 50% of passengers buy overhead
[00:12:26] bags, Jetstar stands to make around $14
[00:12:29] million in extra revenue on just one route. This has caused a lot of travel, but it should be noted that the new policy only applies to flights that have been cut, and other flights are not affected.
[00:12:51] The US corporate earnings report showed that the stock price rose by 3%.
[00:12:54] AI is still under pressure to reach new highs. The S&P 500 has rebounded slightly, but the overall breadth of blue-chip stocks is still insufficient. On the macroeconomic front, prices and long-term interest rates are still the core variables. As the risk of contract default decreases, the pressure on prices
[00:13:55] has temporarily eased. The 10-year US Treasury yield has also fallen
[00:13:58] back to around 4.6%, which is beneficial to high-valuation growth
[00:14:02] stocks in the short term. On the other hand, ADP's private sector
[00:14:06] employment increased by only 44,000 in July,
[00:14:09] lower than market expectations, reflecting a cooling labor market, but
[00:14:13] no clear signs of recession have appeared. However, the Fed's stance
[00:14:17] has not changed significantly. Governor Waller stated that
[00:14:21] if inflation continues to be high, the Fed may take further action.
[00:14:28] This reminds the market that although the high-yield environment has eased, it has not really ended. The most sensitive focus of the current market
[00:14:31] is whether technology companies can prove
[00:14:40] the performance. Second-quarter revenue increased by 93% year-on-year, of which
[00:14:44] US commercial revenue increased by 149% year-on-year, indicating
[00:14:47] that the AIP platform has entered the actual deployment and commercialization
[00:14:51] stage. The market is willing to chase prices because it has already transformed AI into
[00:15:04] The third quarter outlook also exceeded expectations, but it still fell by about
[00:15:08] 8% after hours. The market's move is not a denial of fundamentals, but rather
[00:15:11] a valuation correction at a relatively high level. This reflects that previous
[00:15:15] expectations were already quite optimistic. Alphabet also faces challenges.
[00:15:19] After the news of personnel changes in Google's AI team came out, the stock price fell
[00:15:23] by about 4%.
[00:15:25] This shows that investors are highly sensitive to the leading position of large technology companies in AI
[00:15:29] and the stability of their talent. There are two key observation points. First,
[00:15:32] whether the yield of new instruments can remain around 4.6%. Second,
[00:15:36] 二 ,
[00:15:42] Amazon, Caterpillar, and other companies that currently have demand have proven that they have transformed AI into a tool and can still be used for configuration.
[00:15:54] Amazon's
[00:15:54] AWS grew by 36.7% this quarter, indicating that cloud and
[00:15:59] AI have become actual growth engines. Palantir can be a core target for AI,
[00:16:05] and Caterpillar can be a social
[00:16:38] Dad is a hero. The
[00:16:41] pot is the first hurdle every day, the phone,
[00:16:45] one hurdle after another, his family and orders are also
[00:16:49] waiting for him to come home. He also gets tired, but for
[00:16:53] his family, he still thanks his wife, Happy Father's Day.
[00:16:57] Hello everyone, I'm Sun Xie Zhi. Whether you are sixty or
[00:17:01] young, every Sunday night at 8 o'clock, let's meet in the city and let me take
[00:17:04] you on a trip.
[00:17:09] Dreams come from a heart that pursues dreams. All challenges
[00:17:13] and difficulties are nutrients, creating one moving
[00:17:17] story after another. We will take you through 368
[00:17:21] towns, cities, and districts, and together we will search for stories of chasing dreams.
[00:17:24] Haishi Xin Wen Tai, Sunday night at 8 o'clock,
[00:17:28] looking for Taiwan's touching power.
[00:17:29] 。
[00:20:52] Iran 5 has officially reached a preliminary agreement with Oman on the Hormuz Strait shipping plan.
[00:20:56] This will be signed on the 7th, but whether it can be implemented depends on whether the United States lifts the blockade on Iranian
[00:21:00] ports. Many media reported that this shipping agreement has a significant gap with the US's expectations.
[00:21:04] In terms of US-Iran negotiations, US President Trump said that
[00:21:08] progress is smooth, but warned that if an agreement cannot be reached,
[00:21:12] Iran will be attacked. Iran, on the other hand, put pressure on Persian Gulf countries,
[00:21:15] threatening to retaliate against attacks on neighboring countries.
[00:21:19] 的 。
[00:22:20] The Strait will resume opening soon, otherwise, it does not rule out striking Iran again.
[00:22:23] Iranian Foreign Minister Araghchi has been in close contact with Saudi Arabia, Turkey,
[00:22:27] Qatar, and Pakistan since the end of July, threatening to attack
[00:22:31] energy infrastructure throughout the Persian Gulf if the US military acts again.
[00:22:35] 斯 弯 的 能 源 基 础 设 施
[00:22:36] 。
[00:22:44] Trump visited Las Vegas on the 5th to rally for his midterm elections, promising that the war
[00:22:48] would end soon and that he would also fall. He also invited local residents to
[00:22:52] share their views on tax-free tips. As a result, a small child rushed around
[00:22:56] on stage, and Trump jogged to stop him in time, a scene that made
[00:22:59] the whole audience laugh. Qiu Kaiwen Yiben. On the 5th, Russia
[00:23:03] launched another large-scale air attack on the Ukrainian capital, Kyiv, targeting e-commerce warehouses
[00:23:07] and other civilian facilities. Due to the lack of air defense missiles, Ukraine was completely unable to intercept
[00:23:11] the Russian missiles, resulting in three deaths and 44 injuries,
[00:23:15] making it the deadliest air attack this year. Ukrainian President Zelensky warned
[00:23:19] that
[00:25:00] only the Chief of Staff of the Central Group Army, Riamin, was in command.
[00:25:50] A drone with an explosive device, meaning it locked onto a nearby Ukrainian cargo
[00:25:53] plane, and quickly dispatched robots to defuse the bomb. But that's not all.
[00:25:57] an airplane that should have landed in Leipzig
[00:26:01] then took off. had to, um,
[00:26:04] because it couldn't land there and then apparently collided with something
[00:26:08] and was then able to land in Hanover. A DHL cargo plane had an aerial incident at the airport. It lightly touched the ground. The second drone that might have been there before has been recovered. The runway is still considered a crime scene and is under continuous investigation.
[00:26:26] armed with explosives
[00:26:30] here at an airport. SpaceX launched a cargo on the 19th of last year. Although there is no footage at the moment, the astronomical observation in Chile has observed a gas stream containing sodium and element. Scientists have determined the moon
[00:28:16] . 100%,
[00:28:19] we observe the expected signature at the expected time and
[00:28:22] place. Astronomy helps scientists hit the ground like
[00:29:32] even walk at some groups that would
[00:29:35] gather in the parking lot where they shouldn't be. So with the
[00:29:49] Every night, after the property management staff leaves, two dog robots will patrol the community. Once illegal activities are found, they will intervene.
[00:29:58] some strange like a video game, but after I
[00:30:01] got used to...