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00:00:13You are watching City News.
00:00:28Let's start with a concern.
00:00:40The CPU group performed well, with 45 points from outer space, plus
00:00:53FMC Taiwan's PO
00:00:59110 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,
00:02:00AIAI disperses,
00:02:09CPO 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
00:02:55Entropy's
00:02:56IPO, which may have a big impact on the market's funds.
00:03:20SpaceX's AI
00:03:23chip contract with Hande Technology pushed up its stock price on Wednesday,
00:03:29and its market value returned to 5.3 trillion US dollars,
00:03:32ranking first in the world. In the Taiwan market, all three groups of server suppliers
00:03:43stated that the company will exclusively use Nvidia chips to build
00:03:47AI computing infrastructure in the future. In the satellite project,
00:03:51it is planned to deploy Nvidia's VA
00:03:54Ruben machine cabinet system on the ground and in space simultaneously. The news boosted Nvidia's stock price by more
00:04:00Right 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.
00:04:03The company's value returned to 5.3 trillion US dollars.
00:04:16scarce, it is very competitive advantage, which Elon Musk
00:04:19has been very bullish on as well, and that's where he's trying
00:04:23to position SpaceX at this point as a cloud player. We
00:04:26think NVIDIA's business is growing a really an'.
00:05:15returned 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
00:05:1961 yuan, and the trading volume exceeded
00:05:2229,000 lots. Foxconn also rose sharply to
00:05:261760 yuan, and Qi Hongjian's measurement also
00:05:29showed strong performance across the board. Such an announcement actually also
00:05:33boosted the overall AI server-related atmosphere in the current Taipei stock market.
00:05:37Today, the heat dissipation group also showed a clear
00:05:41increase. It is worth paying special attention to whether the stock prices of these AI
00:05:45supply 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
00:05:49out that from the perspective of industry trends,
00:05:52current demand has not slowed down significantly. Except for the recent slightly conservative outlook
00:05:56for soft capital expenditures, most large technology companies are still
00:06:00continuously increasing their capital expenditures, indicating that the AI investment
00:06:04cycle is still continuing. For Taiwan's AI supply chain,
00:06:07the overall environment is still favorable. Reporter Huan Zhanghu, Taipei.
00:06:11The 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.
00:06:35US
00:06:35stock technology reports show that AI server AI needs a large market.
00:06:55We've seen a big improvement in the performance of AI stocks. The
00:06:58supply chain has done very well, but
00:07:02going forward, we think that we should look at three factors as part of the
00:07:05AI supply chain. One is the pricing of components,
00:07:09because pricing of components had gone up where the... that comes
00:07:13down. The second is the technology change. We are positive
00:07:16on the overall volume growth. We expect that the market will
00:07:20grow 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
00:07:36plus ETF, National Health Philadelphia, Dahua ke
00:07:397 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
00:08:03AI investment, such as Japanese semiconductors or some American
00:08:12AI 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.
00:08:42Taiwan stocks soared 1250 points
00:08:45on the previous trading day. However, US technology stocks performed weakly, and Taiwan stocks
00:08:49fell 259 points in the night trading session. On Thursday, Taiwan stocks
00:08:53opened lower, giving back part of the previous day's gains. The market's conservative stance
00:08:57continued. The ninth market stabilization mission officially
00:09:00ended, with an overall investment return rate as high as 81%. All
00:09:04eight stocks purchased were profitable,
00:10:12This time, the mutual fund also set a record for the longest mission execution period in Taiwan's history,
00:10:16entering the market for 279 days and spending 114 days
00:10:20disposing of stocks. It's not directly about this list, but about
00:10:24its logic.
00:10:50The Reserve Bank of Australia began on February 2nd.
00:11:36just for one way, it'll cost anywhere between $25 to $33 to use the
00:11:39overhead compartment on domestic flights and upwards of
00:11:43$52 for international
00:11:45services. Passengers can still put a carry-on bag under the seat, but they have to pay to use the overhead compartment.
00:12:17No, that's not good, not good. We're already paying
00:12:20enough. In an average year from Melbourne to Bali and back,
00:12:23assuming 50% of passengers buy overhead
00:12:26bags, Jetstar stands to make around $14
00:12:29million 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.
00:12:51The US corporate earnings report showed that the stock price rose by 3%.
00:12:54AI 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
00:13:55has temporarily eased. The 10-year US Treasury yield has also fallen
00:13:58back to around 4.6%, which is beneficial to high-valuation growth
00:14:02stocks in the short term. On the other hand, ADP's private sector
00:14:06employment increased by only 44,000 in July,
00:14:09lower than market expectations, reflecting a cooling labor market, but
00:14:13no clear signs of recession have appeared. However, the Fed's stance
00:14:17has not changed significantly. Governor Waller stated that
00:14:21if inflation continues to be high, the Fed may take further action.
00:14:28This reminds the market that although the high-yield environment has eased, it has not really ended. The most sensitive focus of the current market
00:14:31is whether technology companies can prove
00:14:40the performance. Second-quarter revenue increased by 93% year-on-year, of which
00:14:44US commercial revenue increased by 149% year-on-year, indicating
00:14:47that the AIP platform has entered the actual deployment and commercialization
00:14:51stage. The market is willing to chase prices because it has already transformed AI into
00:15:04The third quarter outlook also exceeded expectations, but it still fell by about
00:15:088% after hours. The market's move is not a denial of fundamentals, but rather
00:15:11a valuation correction at a relatively high level. This reflects that previous
00:15:15expectations were already quite optimistic. Alphabet also faces challenges.
00:15:19After the news of personnel changes in Google's AI team came out, the stock price fell
00:15:23by about 4%.
00:15:25This shows that investors are highly sensitive to the leading position of large technology companies in AI
00:15:29and the stability of their talent. There are two key observation points. First,
00:15:32whether the yield of new instruments can remain around 4.6%. Second,
00:15:36二 ,
00:15:42Amazon, 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.
00:15:54Amazon's
00:15:54AWS grew by 36.7% this quarter, indicating that cloud and
00:15:59AI have become actual growth engines. Palantir can be a core target for AI,
00:16:05and Caterpillar can be a social
00:16:38Dad is a hero. The
00:16:41pot is the first hurdle every day, the phone,
00:16:45one hurdle after another, his family and orders are also
00:16:49waiting for him to come home. He also gets tired, but for
00:16:53his family, he still thanks his wife, Happy Father's Day.
00:16:57Hello everyone, I'm Sun Xie Zhi. Whether you are sixty or
00:17:01young, every Sunday night at 8 o'clock, let's meet in the city and let me take
00:17:04you on a trip.
00:17:09Dreams come from a heart that pursues dreams. All challenges
00:17:13and difficulties are nutrients, creating one moving
00:17:17story after another. We will take you through 368
00:17:21towns, cities, and districts, and together we will search for stories of chasing dreams.
00:17:24Haishi Xin Wen Tai, Sunday night at 8 o'clock,
00:17:28looking for Taiwan's touching power.
00:17:29。
00:20:52Iran 5 has officially reached a preliminary agreement with Oman on the Hormuz Strait shipping plan.
00:20:56This will be signed on the 7th, but whether it can be implemented depends on whether the United States lifts the blockade on Iranian
00:21:00ports. Many media reported that this shipping agreement has a significant gap with the US's expectations.
00:21:04In terms of US-Iran negotiations, US President Trump said that
00:21:08progress is smooth, but warned that if an agreement cannot be reached,
00:21:12Iran will be attacked. Iran, on the other hand, put pressure on Persian Gulf countries,
00:21:15threatening to retaliate against attacks on neighboring countries.
00:21:19的 。
00:22:20The Strait will resume opening soon, otherwise, it does not rule out striking Iran again.
00:22:23Iranian Foreign Minister Araghchi has been in close contact with Saudi Arabia, Turkey,
00:22:27Qatar, and Pakistan since the end of July, threatening to attack
00:22:31energy 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。
00:22:44Trump visited Las Vegas on the 5th to rally for his midterm elections, promising that the war
00:22:48would end soon and that he would also fall. He also invited local residents to
00:22:52share their views on tax-free tips. As a result, a small child rushed around
00:22:56on stage, and Trump jogged to stop him in time, a scene that made
00:22:59the whole audience laugh. Qiu Kaiwen Yiben. On the 5th, Russia
00:23:03launched another large-scale air attack on the Ukrainian capital, Kyiv, targeting e-commerce warehouses
00:23:07and other civilian facilities. Due to the lack of air defense missiles, Ukraine was completely unable to intercept
00:23:11the Russian missiles, resulting in three deaths and 44 injuries,
00:23:15making it the deadliest air attack this year. Ukrainian President Zelensky warned
00:23:19that
00:25:00only the Chief of Staff of the Central Group Army, Riamin, was in command.
00:25:50A drone with an explosive device, meaning it locked onto a nearby Ukrainian cargo
00:25:53plane, and quickly dispatched robots to defuse the bomb. But that's not all.
00:25:57an airplane that should have landed in Leipzig
00:26:01then took off. had to, um,
00:26:04because it couldn't land there and then apparently collided with something
00:26:08and 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.
00:26:26armed with explosives
00:26:30here 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%,
00:28:19we observe the expected signature at the expected time and
00:28:22place. Astronomy helps scientists hit the ground like
00:29:32even walk at some groups that would
00:29:35gather in the parking lot where they shouldn't be. So with the
00:29:49Every night, after the property management staff leaves, two dog robots will patrol the community. Once illegal activities are found, they will intervene.
00:29:58some strange like a video game, but after I
00:30:01got used to...