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11/7（六）
自由時報偏綠麥卡倫全新Carta Nautica系列亮相！38年老酒披上夢幻海洋藝術新裝
以雪莉桶威士忌聞名的麥卡倫（The Macallan），這次玩起不同的熟成手法，推出全新Carta Nautica系列，首波帶來酒齡高達38年的Carta Nautica 1987，以及20年單一麥芽威士忌，透過罕見的雙桶熟成工藝，展現經典雪莉桶風味之外的嶄
How China’s EV quality drive may help foreign carmakers reg…
International brands have become unlikely beneficiaries of Beijing’s clampdown on so-called rapidly developed vehicles as they step up efforts to convince Chinese consumers of their cars’ quality and reliability. About 10 foreign carmakers from Tesla to General Motors (GM) were not only displaying their latest electric vehicle (EV) technologies at the China International Import Expo (CIIE), but also using the event to highlight their strengths as they continued to lose market share to Chinese...
#Electric & new energy vehicles#China#Future of transport#Tesla#BYD#Automotive industry
「蝙蝠俠」羅拔柏迪臣做程咬金爭做新007 票房叫座力完勝4位候選者
雖然007選角的最後試鏡已於上月底完成，但電影公司仍未公布選角結果，以致外界對新任007人選的競猜遊戲依然持續。繼日前有爆料指Callum Turner已落實為新占士邦（James Bond），接着《王冠》男星Josh O'Connor又被話劇拍檔爆料指他已中選。但有最新消息指「蝙蝠俠」羅拔柏迪臣（Robert Pattinson）、尼古拉斯侯特（Nicholas Hoult）亦有份爭演007，令
#CallumTurner#JamesBond#DenisVilleneuve#王冠#JoshOConnor#羅拔柏迪臣
007選角殺出強敵「蝙蝠俠」羅伯派汀森也參加了龐德試鏡
英國男星羅伯派汀森（Robert Pattinson）驚傳加入新任詹姆士龐德（James Bond）角逐行列，並已參加007電影試鏡。好萊塢報導6日引述多名消息人士指出，現年40歲的羅伯派汀森已於10月24日當周末參與試鏡，與卡倫透納（Callum Turner）、傑克勞登（Jack Lowden）及喬許歐康納（Josh O’Connor）等人競爭，意外成為新任007熱門人選之一。
Hong Kong paediatrician urges parents to vaccinate children…
A Hong Kong paediatric expert has called on parents to arrange influenza vaccinations for their children ahead of cooler temperatures next week, warning of a double whammy of overlapping summer and winter flu seasons. The city has recorded 29 cases of severe paediatric influenza infection this flu season, two of which were fatal. Dr Mike Kwan Yat-wah, former president of the Asian Society for Paediatric Infectious Diseases, warned on Saturday that the city could see a longer flu season with the...
Trump confirms fresh Iran strikes days after voters punish…
US President Donald Trump said the American military on Friday carried out new limited strikes on Iran, targeting an Iranian air defence system. Iranian state media reported the sound of two explosions in the Suza area of Qeshm Island, which is in a crucial waterway for oil shipments. Trump in an exchange with reporters described the military action as “minor”. “They knocked out – they built a little bit of an anti-aircraft device and we knocked it out in about 15 minutes, maybe five,” he told...
China airs ‘serious concern’ over US sanctions ahead of Xi,…
China expressed “serious concern” over recent US restrictions targeting the country during a video call between Chinese Vice-Premier He Lifeng, US Treasury Secretary Scott Bessent, and US Trade Representative Jamieson Greer, as Beijing urged Washington to correct its “wrongful practices as soon as possible”. The two sides had “frank, in-depth and constructive exchanges” on key trade issues and agreed to “strengthen cooperation, properly manage differences and promote the sustained and stable...
Former Evergrande economist faces WeChat gag order after ‘b…
Amid a bear market in China’s stock exchanges, Ren Zeping, the high-profile independent economist famed for his prescient call on China’s A-share bull market, is once again in the spotlight for a “gag order” on his social media, though industry insiders say that the move by the platform was not unexpected. Since October 24, Ren Zeping’s WeChat official account “Zeping Macro” could no longer be retrieved via search and would not accept new subscribers. The same restriction applied to his WeChat...
#China stock market#Social media#China#WeChat#Stocks#A-shares
Sanae Takaichi slammed online for praising calligraphy with…
Japanese Prime Minister Sanae Takaichi has faced backlash online after writing a social media post celebrating Japan’s shodo calligraphy without mentioning its Chinese roots. On Thursday, Unesco released this year’s nominations for inclusion on its Representative List of the Intangible Cultural Heritage of Humanity. The 59 nominations submitted for consideration for the UN cultural body’s list include Chinese cuisine, Spain’s traditional jota music and dance genre and Japan’s shodo...
#China-Japan relations#Chinese culture#Japan#China#Sanae Takaichi
ANALYTICAL ENGLISH 解析英語(常春藤)
Taiwan is home to a beautiful wild feline: the leopard cat. Known locally in Mandarin as shih?, which translates to “stone tiger,” this elusive animal is Taiwan’s only surviving native wildcat. Although similar in size to a domestic tabby and easily mistaken for an ordinary housecat, the leopard cat
Foreign agent act needed to bolster security: expert
A security expert yesterday called for the passage of a “foreign agent” law, warning that the Legislative Yuan lacks adequate safeguards against leaks.Taiwan National Security Institute deputy secretary-general Ho Cheng-hui (何澄輝) made the remarks in the wake of the indictment of independent Legislat
Breaking | US, China trade chiefs hold call ahead of Trump-…
US Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer held a phone call with Chinese Vice-Premier He Lifeng on Friday as both sides moved to finalise preparations for President Donald Trump’s planned meeting with Chinese leader Xi Jinping in Shenzhen later this month. “Secretary Bessent emphasised the importance of China fully and immediately implementing its commitments made in Busan and raised concerns about recent Chinese actions,” a statement from the Treasury...
Call to end ‘unjust’ national security cases as Hong Kong s…
Ten countries – including the “Five Eyes” allies – have called for an immediate end to “unjust prosecutions” under Hong Kong’s national security law after opposition activist Joshua Wong Chi-fung was jailed for 10 years, while the government has urged foreign forces to stop their “baseless malicious attacks”. The foreign ministers of the 10 countries issued a joint statement on Friday, a day after the High Court sentenced Wong over his role in a global campaign to instigate sanctions against...
#New Zealand#national security law#United States#Joshua Wong Chi-fung#Canada#Australia
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Taipei Times11/6（五）
Beijing calls for more efforts to stabilise stock market af…
China’s State Council has pledged improved policy mechanisms to stabilise the country’s struggling stock market, after stocks slid again on Friday following a meltdown on the US markets. “We will enhance the inherent stability of the stock market and foster the steady and healthy development of the capital market,” officials at the State Council executive meeting, chaired by Chinese Premier Li Qiang, were quoted as saying on Friday. The comments came as the CSI 300 Index, which tracks major...
#China stock market#China#China economy#Li Qiang#Stocks#Technology
‘Speed up’: US ag exporters urge faster progress on trade d…
As the midterm “blue wave” threatens to further complicate US-China relations, American agricultural exporters are calling on Washington to focus on delivering the trade deals already agreed with Beijing and ending a period of damaging policy uncertainty. With shipments of key products such as soybeans needing to be planned months – or sometimes an entire year – ahead, US farmers are in need of stability after last year’s trade war. “Agriculture is ... an industry with long production cycles, so...
China’s chemogenetic therapy trial cuts seizures in epileps…
For people living with refractory epilepsy, the brain is like a city that can suffer a blackout any time lightning strikes. Without warning, an abnormal neural discharge can sweep through the intracranial circuits, leaving behind convulsions, loss of consciousness and years of lingering panic. Around one-third of epilepsy patients worldwide are completely unresponsive to existing medications, while traditional craniotomy resection surgery often carries the risk of irreversible neurological...
Viral Chinese app lets strangers vote on purchases to stop…
Ahead of China’s Double 11 shopping spree, a viral WeChat mini-programme called “Wallet, Please Wait” is helping consumers curb impulse purchases. The free tool borrows from corporate finance workflows, outsourcing approval of everyday purchases to the crowd. Users can submit purchase requests detailing the item, its price, their reasons for wanting it and any cheaper alternatives. Shoppers can share requests with family members or post them to a public “plaza,” where purchases are approved or...
新創AI Agent成本陷阱多 詳算服務開銷防範獲利侵蝕
商傳媒｜何映辰／台北報導台灣新創公司若採用人工智慧 Agent（AI Agent，自動執行任務的 AI 程式）提供服務，常面臨成本評估的挑戰。許多創業家僅考慮模型 API 的基本費用，卻忽略了隱藏的「服務成本」（Cost to Serve），這指的是將產品交付給單一客戶在特定期間內的實際花費。對於 AI Agent 服務而言，這不僅僅是 API 的標價，而是整個互動流程中所有相關費用的總和，這可能導致營運利潤悄然轉負。 根據《Startup Fortune》週四（11月5日）的報導指出，AI Agent 查詢的「總服務成本」遠超出基本模型 API 價格，它涵蓋了輸入的 Token（處理資訊的單位）、輸出 Token、重試次數（retries，當 AI 遇到困難時重新嘗試的成本）、工具調用（tool calls，AI 使用外部工具如資料庫或 API 的費用）以及上下文視窗（context window，AI 記憶和理解對話所需的空間）等額外開銷。其中，重試與工具調用是創業家最常忽略的兩項成本，且它們的開銷會隨任務複雜度增加，而非營收。舉例來說，一個簡單的客戶支援互動可能僅花費約兩美分，但一項涉及三次工具調用和一次重試的複雜研究任務，單次成本就可能高達 0.15 至 0.40 美元，是簡單任務的 8 到 20 倍。 報導強調，新創公司不應僅關注單次 AI Agent 查詢的成本，更重要的是每個客戶區隔的 AI Agent「毛利」（gross margin，營收扣除直接成本後的利潤空間）。由於複雜任務的高成本，單一客戶若執行複雜多步驟任務，其服務成本可能比執行簡單查詢的客戶高出 5 到 15 倍，即使兩者支付相同的訂閱費用。這意味著，一間看起來健康的創業公司，一旦某位客戶擴大使用量，其潛在的負毛利問題便會浮現。例如，即使整體毛利為 70%，若有 10% 的高用量客戶營運在負 20% 的毛利，實際上公司並非擁有 70% 毛利的業務。 為了解決這個問題，《Startup Fortune》建議新創應停止等待問題出現，而是根據任務複雜度而非當前使用量來預先模型化服務成本。定價策略應針對高用量客戶的重度使用模式來制定，而非僅以平均使用量為基礎。此外，新創應每週而非每月追蹤每個客戶區隔的互動成本，因為高用量客戶的利潤崩潰往往會提早數週顯現。報導指出，過去在 2024 年至 2025 年期間，像是 Vercel 的 v0 產品和多款 AI 程式開發工具（AI coding assistants），就曾因類似問題，從固定或寬鬆的使用方案轉向按量計費（consumption-based pricing）模式。程式開發平台 Replit 也於 2025 年轉為按用量計費的模式，以因應其 Agent 產品所顯現的使用差異。 這項繁瑣的成本會計工作，儘管看似與產品開發無關，卻是決定 AI Agent 服務能否規模化的關鍵。缺乏精準的成本評估，可能導致新創與其最大客戶進行協議重談，且是在客戶已根據無法支持的價格建立工作流程之後，屆時將處於被動局面。
As I see it | Democrats’ blue wave means rough waters ahead…
Comedian Patton Oswalt once joked about the United States electing a KKK president after the progressive years of Barack Obama. It’s worth retelling, not just because it’s funny but because it captures the swing between extremes in US politics. That’s worth keeping in mind in light of the so-called Democratic blue wave sweeping the country. It goes: “We will have a woman president, probably sooner than later … but just keep in mind that after she serves her term, the choices will very probably...
#United States#US Politics#Donald Trump’s China policy#Taiwan#China#Joe Biden
A taste of time: The Macallan opens a new chapter in Spain
[The content of this article has been produced by our advertising partner.] When a whisky is poured, it marks a journey through time. “We take very simple ingredients – oak, grapes to make sherry, and barley to make spirit,” says Euan Kennedy, Lead Whisky Maker for The Macallan. “We bring them together in a cask and leave them for many years. Those simple ingredients from nature are transformed, through time, into something remarkable and really special.” Sherry-seasoned oak is central to the...
#South China Morning Post#News#Opinion#China#Hong Kong#World
世界董座：AI算力需求不可逆 產業轉趨合理成長模式
針對美國期中選舉落幕後所造成的AI市場雜音，世界先進(5347)董事長方略(附圖)今(6)日於法說會上表示，這對產業而言反而是一次好的警醒(Wake-up Call)，同時AI長期需求成長趨勢仍不可逆，若能從過往過度狂熱的心態，...
Will Japan press Vietnam on labour rights or prioritise sec…
Japan’s growing strategic partnership with Vietnam is putting Tokyo’s commitment to a rules-based regional order under scrutiny, as Prime Minister Sanae Takaichi faces calls to press Hanoi over its failure to honour labour rights commitments. The issue is expected to surface during Vietnamese President To Lam’s four-day visit to Tokyo from Sunday, raising questions about how far Japan is prepared to defend the principles underpinning a major Pacific trade agreement when its economic and security...
Canada budget charts ‘economic independence’ in decisive sh…
Canada unveiled a budget on Thursday that calls for “economic independence” and says that while reducing its reliance on the United States will take time, “the shift is under way”. Prime Minister Mark Carney’s second budget since taking office last year was presented to parliament just two days after President Donald Trump suffered a sweeping midterm election rebuke. While Democrats, who will take control of the US House and Senate next year, have already voiced a desire to ease Trump’s trade...
#Canada#Donald Trump#Justin Trudeau#United States#US-ally trade wars#Mark Carney
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融資斷頭追繳萬箭齊發！ 營業員狂Call客戶補錢追繳
〔記者卓怡君／台北報導〕美國民主黨將祭出AI禁令，AI概念股大逃殺，費城半導體指數狂洩12.25%，台指期夜盤暴跌2946點，今日台股開盤直接摜破4萬整數關卡，幾乎全面跌停，台積電（2330）也
台股重挫敲警鐘！摩根點出台灣 ETF 三大升級關鍵
台股6日遭遇劇烈賣壓，盤中最低達37,837點、一度重挫3,737點，失守4萬點關卡，更一度跌破年線支撐。摩根資產管理董事總經理暨全球ETF業務主管Travis Spence指出，面對市場劇烈震盪，如何透過全球分散配置、主動式債券ETF及Covered Call等衍生性收益策略，補足投資組合的防禦能力，成為台灣ETF市場發展下一階段的重要課題。
聯合新聞網偏藍台股重挫敲警鐘！摩根點出台灣ETF三大升級關鍵
台股6日遭遇劇烈賣壓，盤中最低達37,837點、一度重挫3,737點，失守4萬點關卡，更一度跌破年線支撐。摩根資產管理董事總經理暨全球ETF業務主管Travis Spence指出，面對市場劇烈震盪，如何透過全球分散配置、主動式債券ETF及Covered Call等衍生性收益策略，補足投資組合的防禦能力，成為台灣ETF市場發展下一階段的重要課題。
麥當勞 Q3 獲利優於預期 仍規劃明年推超值餐力挽美國頹勢
圖／示意圖商傳媒｜方承業／綜合外電報導全球速食龍頭麥當勞（McDonald's）近期公布 2026 年第三季財報，儘管每股盈餘（EPS，公司每一股賺多少錢）達到 3.57 美元，優於 Zacks Consensus Estimate 的 3.36 美元預期，但總營收 71.6 億美元仍未達市場預期的 72.8 億美元。 財報顯示，麥當勞在美國市場的同店銷售額微幅下滑 0.2%，主要原因在於消費者對價格越來越敏感，導致客流量減少。為此，麥當勞正積極測試多款超值餐點，並預計在明年初（2027 年）於美國市場推出全國性的全新超值菜單，以期提振疲軟的銷售表現。 麥當勞總裁克里斯·坎普斯基（Chris Kempczinski）指出，儘管現有的套餐組合仍具吸引力，但入門級的實惠選項仍是美國市場的缺口，尤其對於收入較低的客群而言。麥當勞已於去年 10 月底開始，在約 1,900 家門市測試兩款新的超值餐點組合，另有約 4,000 家加盟餐廳也自主推出類似的平價餐點。這些測試旨在評估餐點能否有效增加客流量、提升銷售額，並確保加盟商的獲利。 此舉是麥當勞「NEXT」多年期發展策略的一部分，該策略於去年 9 月公布，目標在於提升餐廳設施、強化員工訓練並部署新科技。麥當勞計劃在 2036 年前投入 85 億美元於「NEXT」策略，其中約 50 億美元將在 2030 年前支出。這項投資將包含改善廚房設備以支援未來菜單變化、擴大特色飲品的製作能力，以及推動如 ArchIQ 訂餐平台等營運優化項目。 麥當勞首席財務官伊恩·博登（Ian Borden）表示，數位促銷和重新分配行銷資源，有助於美國市場趨勢的改善。他指出，忠誠會員的到訪頻率在加入會員後的第一年內會增加約 2.5 倍，顯示數位策略對留住顧客的重要性。國際市場方面，第三季國際直營市場（International Operated Markets）的同店銷售額成長 1.4%，主要受惠於澳洲和德國市場的強勁表現；國際發展特許市場（International Developmental Licensed Markets）則有 4.2% 的成長，以日本領先，但法國和中國市場表現較弱。 展望未來，麥當勞預期 2027 年食品與紙製品的通膨壓力仍將處於中等個位數水準，這使得在餐點實惠性與加盟商獲利之間取得平衡變得更加重要。該公司目標在 2028 年前，將全球特許經營餐廳的比例提高到 98%，並將全球每年新開餐廳數量提升至 5,000 家以上。 參考來源 McDonald's Q3 Earnings Call Highlights U.S. Recovery & Value…（TradingView） McDonald's Q3 Earnings Beat, but U.S. Traffic Still Pressure…（TradingView） McDonald's plans new value menu offerings next year to boost…（Fox Business）
Louis Koo’s journey from action star to filmmaker – intervi…
Louis Koo is a professional, through and through, in just about everything he does – that much I can tell you from observing the long-time Hong Kong film star from behind the scenes of our November cover shoot. While I find myself blinded by the extremely bright flashes of the camera, Koo keeps his cool, looking suave as ever, striking poses and periodically glancing out around the set from behind his signature sunglasses. Only once does Koo break character amid all the quick outfit changes and...
#AI#One Cool Group#Louis Koo#Vacheron Constantin#November#Warriors of Future
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