11/9(一)

  • 南華早報

    What’s next for Nvidia and Jensen Huang after affair admiss…

    As Nvidia launched an investigation into CEO Jensen Huang after he admitted to an extramarital affair, the repercussions threaten not only his three-decade tenure but also the future of the chip giant’s delicate semiconductor trade with China, according to lawyers and analysts. The world’s leading maker of chips for artificial intelligence systems faces an unprecedented corporate and geopolitical storm after its 63-year-old leader told employees that he was unfaithful to his wife and pledged to...

    #Artificial intelligence (AI)#Nvidia#China#Jensen Huang#Semiconductors#US-China tech war

  • 南華早報

    Hong Kong’s landmark bill to fast-track Northern Metropolis…

    A bill designed to streamline the development of Hong Kong’s Northern Metropolis is a step closer to passage, with final discussions set to take place in the Legislative Council on Wednesday before it could be passed as early as this week. Lawmaker Priscilla Leung Mei-fun said on Monday that the relevant bills committee held 12 meetings and scrutinised the legislation for about 30 hours, noting the measure was unprecedented. “This marks the first time in Hong Kong’s history that dedicated...

    #Hong Kong economy#Northern Metropolis#Hong Kong#Hong Kong society#China#Development Bureau

  • 南華早報

    Factory owner proposes 928 flats at Sha Tin site as industr…

    After 17 years of intermittent government-led initiatives to turn the Siu Lek Yuen industrial area into residential housing, a company recently applied to convert two industrial buildings on the site into 928 residential flats. The move would offer a more viable and profitable path forward for developers because even though Hong Kong’s residential property market was cooling, industrial properties faced a sharp decline in demand, according to analysts. The industrial manufacturer Chiaphua Group...

    #Hong Kong property#Sha Tin#Hong Kong#Alex Leung#KMB

  • 商傳媒

    美國期中選舉民意轉向 AI爭議掀科技巨頭與民意對抗

    商傳媒|責任編輯/綜合外電報導2026年11月3日美國期中選舉結果出爐,民主黨掌控國會兩院,但更引人關注的是,人工智慧(AI)議題在選戰中扮演關鍵角色,全美各地的選民以壓倒性票數否決了數十項設立新資料中心的提案,顯示科技巨頭在AI發展上的主導權正受到嚴峻挑戰。 根據《美國政治百科全書》(Ballotpedia)統計,在11月3日舉行的41場地方投票中,有40場選民傾向限制資料中心開發,其中27項限制或反對措施獲通過,包括5項全面禁止、12項部分禁止和3項暫時凍結。相對地,13項旨在支持資料中心發展的提案則遭否決。據《NBC新聞》的出口民調顯示,56%的選民認為AI與資料中心是影響其國會投票決定的重要因素。 民意調查機構皮尤研究中心(Pew Research Center)的數據也反映出公眾對AI的疑慮。2026年6月調查發現,52%的美國成年人對日常生活中AI的日益普及感到「擔憂多於興奮」,而表示「興奮多於擔憂」的僅9%。特別是18至29歲的年輕族群中,高達55%抱持擔憂態度。民眾主要擔憂資料中心可能推高電費、AI導致失業、聊天機器人對兒童的安全性,以及科技公司對政府的影響力過大。 資料中心的大規模建設已成為爭議焦點。美國勞倫斯伯克利國家實驗室(Lawrence Berkeley National Laboratory)的數據預估,到2030年,資料中心可能佔美國總用電量的11.8%,可能達到約649兆瓦小時。巨大的用電需求引發當地民眾對電費上漲、用水量、噪音與施工的擔憂。聯邦能源管理委員會(Federal Energy Regulatory Commission)也介入,要求六個區域電網營運商解釋或改革資料中心連接電網的規定,以保護消費者免受不當成本影響,這顯示問題已從地方抗爭擴大為國家級的電力系統管理議題。 在此次選戰中,與AI相關的政治行動委員會(Political Action Committee, PAC,指專門募款並透過文宣影響選舉的團體)投入約7,900萬美元於68場國會競選中。支持輕度AI監管的「Leading the Future」投入大量資金,但據《連線》(WIRED)報導,其支持多集中在相對安全的選區。在競爭激烈的選區,科技產業支持的候選人卻遭遇重大挫敗。例如,在南卡羅萊納州的參議員選舉中,「Leading the Future」相關委員會投入約480萬美元支持共和黨參議員候選人達琳·格雷厄姆(Darline Graham),但她最終敗給民主黨的安妮·安德魯斯(Annie Andrews),安德魯斯在競選中成功將格雷厄姆與資料中心利益掛鉤。 聯邦和州政府也開始制定AI相關法規。2025年7月,美國聯邦參議院以99比1的比數,否決了限制州級AI管制的提案。2025年12月,川普總統簽署一項行政命令,旨在阻止有礙創新的碎片化州級法規,但該命令仍保留了兒童安全、資料中心基礎設施等方面的州級管轄權。加州與紐約州已率先立法,例如加州在2025年9月透過加文·紐瑟姆(Gavin Newsom)州長簽署的SB 53號法案,要求先進AI系統開發商須公布安全框架、建立安全事件通報機制,並保護吹哨者。民主黨參議員瑪麗亞·坎特韋爾(Maria Cantwell)也於2026年10月提出聯邦框架,呼籲制定可執行的安全標準、獨立測試與審計等。 此次選舉結果顯示,科技產業長年以來透過號召創新與對抗中國競爭的說法,未能有效回應選民對其切身利益的擔憂。公眾輿論已從專注於科技發展的速度,轉向質疑其利益是否公平分配、對社區和家庭的影響,以及如何進行AI治理(指如何管理與規範人工智慧的發展和應用)。這場辯論不再僅由科技公司、投資者和政治盟友主導,公眾的聲音正重新塑造AI發展的權力平衡。

    #美國期中選舉#人工智慧#資料中心#科技監管#公眾輿論

  • 商傳媒

    美債務赤字擴大釀華爾街恐懼 經濟學家示警恐引發金融崩潰

    圖/示意圖商傳媒|方承業/綜合外電報導近期華爾街市場經歷一波拋售潮,美國十年期公債殖利率一度飆破5%,創下近24年新高。這不僅受到地緣政治緊張與通膨預期的影響,更凸顯投資人對美國日益膨脹的債務問題深感憂慮。 美國財政部資料顯示,2026財政年度聯邦預算赤字(即政府支出超過收入所造成的缺口)擴大至1.99兆美元,較2025財年的1.78兆美元惡化12%。在收入僅增加3%至5.4兆美元的同時,支出卻增長6%達到7.4兆美元。這使得美國國債總額高達40兆美元,政府為此支付的利息成本日益沉重。2026財年的利息總支出達1.36兆美元,淨利息支付也升至1.05兆美元,平均每天約29億美元,甚至超越國防支出和醫療補助,成為第三大開支項目。 布魯金斯研究院(Brookings Institution)資深研究員羅賓·布魯克斯(Robin Brooks)指出,近期市場拋售潮是一場「自然實驗」,證明了「財政風險溢價」(fiscal risk premium)的擔憂。財政風險溢價是指投資人因擔憂政府債務失控而要求更高報酬以承擔風險。布魯克斯認為,與部分市場人士將殖利率上升歸因於大型科技公司為資助人工智慧(AI)基礎設施而大量發債不同,公共債務的歷史高位才是推升殖利率的主因。他強調,企業借貸規模遠未達到21世紀初網路泡沫時期的水準,反倒是公共債務持續攀升,導致長期殖利率上揚。 Committee for a Responsible Federal Budget 總裁瑪雅·麥奎尼亞斯(Maya MacGuineas)警告,高額利息將導致更多債務,而不斷增加的債務又會推升利率與利息負擔。她表示:「最終,整個體系可能會崩潰。」麥奎尼亞斯呼籲華盛頓當局應立即採取財政干預措施,以避免情況惡化。

    #美國債務#財政赤字#公債殖利率#金融市場#經濟預警

  • 南華早報

    Nvidia CEO Jensen Huang admits to affair; board orders inve…

    Nvidia’s board has announced an independent investigation as chief executive Jensen Huang said in a memo to employees that he had been unfaithful to his wife. Huang admitted to an extramarital affair and apologised to his family and colleagues in the memo, which the company published on its website on Sunday. “I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did. I am deeply sorry,” Huang wrote. He apologised and pledged to cooperate fully with the...

    #Artificial intelligence (AI)#Nvidia#Jensen Huang#China

  • Taipei Times偏綠

    Ryan Hass On Taiwan: Taiwan’s Strengthening Position in a S…

    I recently traveled to Shanghai, Beijing, Tokyo, and Taipei as part of an annual trip organized by the National Committee on American Foreign Policy. Across these cities, senior officials, policy advisors, and experts shared differing perspectives on the region’s future. One conclusion stood out: Ta

    #Taiwan#On#Asia#IN#Ryan

  • Taipei Times偏綠

    NSC tightens anti-infiltration measures

    The National Security Council (NSC) has introduced five measures to improve personnel loyalty and counter Chinese infiltration, including expanding the scope of background checks and limiting access to confidential information, the council said in a report submitted to the Legislative Yuan.The Legis

  • TechCrunch

    Nvidia will investigate CEO Jensen Huang’s relationship wit…

    In a memo to the company, Huang admitted that he had an affair.

    #Jensen Huang#nvidia

  • 自由時報偏綠

    期中選舉大勝 民主黨擬調查馬斯克、米勒及美國大企業

    美國國會資深議員今天表示,民主黨明年1月掌控國會後,科技業富豪馬斯克、總統川普新任命的白宮幕僚長米勒,以及部分大型企業,很可能成為國會調查對象。路透社報導,即將分別執掌聯邦眾議院監督暨政府改革委員會(House Committee on Oversight and Government Reform)、聯邦參議院銀行委員會(Senate Banking Committee)的加州聯邦眾議員賈西亞(Robert Garcia)和麻薩諸塞州聯邦參議員華倫(Elizabeth Warren)在電視訪談中矢言,民主黨在期中選舉獲得壓倒性勝利後,將強力行使監督權。

    #民主黨#期中選舉#馬斯克#調查#米勒

11/8(日)

  • 南華早報

    Hong Kong’s top drama school to stage entrance as universit…

    Hong Kong is set to nearly double the campus area of one of three university towns planned for the Northern Metropolis to 75 hectares, with space reserved for a second campus for the city’s only public institution specialising in performing arts. According to a paper submitted to North District Council by the Development Bureau and picked up by the media over the weekend, the campus area of Ta Kwu Ling university town – which is part of a 250-hectare zone earmarked for priority development –...

    #Education in Hong Kong#Hong Kong#Northern Metropolis#Universities in Hong Kong#China

  • 南華早報

    Japan man with ‘grudge against society’ stabs bookshop work…

    Japanese police arrested a 33-year-old man who admitted to stabbing a bookshop worker in Osaka on Sunday, a spokesman said, adding that the suspect said he “held a grudge against society”. The man, identified as Satoshi Okamoto, allegedly used a kitchen knife to stab the worker – who called police immediately afterwards – at a branch of national chain Maruzen & Junkudo in the heart of Japan’s second largest city. Police did not elaborate on the victim’s condition, but there was no fear for his...

    #Japan#Crime

11/7(六)

  • 南華早報

    China vows ‘zero tolerance’ for election meddling ahead of…

    China’s ruling Communist Party has warned of “zero tolerance” for bribery and other attempts at election interference as delegate selection begins for next year’s national congress, which is expected to feature a major leadership reshuffle. The party’s 20th Central Committee issued guidelines on selecting the delegates, a process that would be overseen by its Organisation Department, state news agency Xinhua reported on Saturday. The 21st national party congress, to be held in the second half of...

    #Beijing#Communist Party#China#Organisation Department#Hu Jintao#National People's Congress

  • 南華早報

    Trump’s war secretary Pete Hegseth and Admiral Paparo may ‘…

    Pentagon chief Pete Hegseth and US Pacific Command head Admiral Samuel Paparo may visit China “soon”, according to a veteran China hand. Stephen Orlins, president of the non-profit organisation National Committee on United States-China Relations (NCUSCR), disclosed the potential visit during a video address at a conference on Friday in Sanya, in southern China’s Hainan province. More than 400 Chinese officials, foreign diplomats and legal experts have gathered in the South China Sea resort city...

    #china#Trump#Pete Hegseth#May#Visit

  • 南華早報

    Meet John Goodman’s wife of 38 years, Anna Beth Goodman

    Actor John Goodman has said he is “still getting used to” his appearance after shedding 90kg. Goodman’s weight loss journey has been a long one. The actor, who once revealed he weighed 181kg at his heaviest, decided to turn his life around in his 50s. He cut sugar from his diet, exercised six times a week and quit alcohol. In 2023, Goodman debuted his dramatic weight loss transformation at the 62nd Monte-Carlo Television Festival. More recently, however, the actor admitted that he is “still...

    #Fame and celebrity#Get to Know#Sex and relationships#Hollywood#Wellness#How to age well

  • 商傳媒

    中國批准Bio-Thera生物相似藥 今年達美歐中三市場取證

    圖/示意圖商傳媒|方承業/綜合外電報導中國廣州生技公司Bio-Thera Solutions近期宣布,其自主研發的golimumab生物相似藥BAT2506已獲中國國家藥品監督管理局(NMPA)批准上市,商品名為阿舒立® (ASHULI)。這款藥物是中國首個獲准的golimumab生物相似藥(指與原廠生物製劑高度相似,在安全性、純度及效力方面無臨床意義差異的藥品),適用於治療類風濕性關節炎(RA)和僵直性脊椎炎(AS)。 此次中國市場的成功,讓Bio-Thera Solutions在2026年達成一項里程碑,其golimumab生物相似藥在美國、歐洲和中國三大主要市場均獲得藥證。此前,該藥已於今年2月獲歐盟執委會(European Commission)批准上市,商品名為GOTENFIA®,由史達德大藥廠(STADA Arzneimittel AG)負責商業化;5月則獲美國食品藥品監督管理局(FDA)核准上市,商品名為IMMGOLIS™及IMMGOLIS INTRI™,由Accord BioPharma負責商業化,並獲FDA指定為可互換生物相似藥。 然而,儘管獲得美國FDA批准,該藥在美國的商業化進程遭遇阻礙。原廠藥廠Janssen Biotech於今年3月在美國德拉瓦州地方法院提起專利侵權訴訟。9月,法院發布初步禁制令,禁止Accord BioPharma與Bio-Thera Solutions在美國商業化生產、銷售或進口IMMGOLIS™和IMMGOLIS INTRI™,直至訴訟解決。因此,雖然美國藥證仍在,實際上市銷售仍被有效阻止。 Bio-Thera Solutions創辦人兼執行長Shengfeng Li表示,公司致力於開發和商業化生物相似藥,以擴大患者獲得重要生物製劑的機會,此次中國藥證的批准印證了這項長期承諾。中國擁有全球最多的類風濕性關節炎患者,預計達500萬至700萬人,市場潛力龐大。原廠藥Simponi®及Simponi Aria®在2025年全球合計年銷售額約26.7億美元,顯示該藥物類別在全球市場的重要性。

    #Bio-Thera Solutions#生物相似藥#golimumab#中國藥證#新藥研發

  • 南華早報

    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

11/6(五)

  • 南華早報

    Hong Kong authorities arrest 28 in crackdown on bid-rigging…

    Hong Kong authorities have cracked down on a bid-rigging syndicate and arrested 28 people, including directors of contractors and consultancy firms as well as some with triad backgrounds, in the first operation by a joint task force after the devastating Wang Fuk Court fire. Secretary for Security Chris Tang Ping-keung said the task force, set up to combat bid-rigging, had also formed a 24-hour hotline for the public to report any suspected bid-rigging activities and would offer monetary rewards...

    #Hong Kong#On#Fire#Tai Po fire

  • 商傳媒

    現代汽車前高管示警:韓企告別先進國標竿學習時代

    圖/示意圖商傳媒|吳承岳/台北報導韓國曾以其快速追趕的發展模式,將先進國家的經驗奉為圭臬,在經濟上取得令人矚目的成就。然而,隨著韓國已躋身已開發國家之列,過往單純效仿的策略已不再適用。前現代汽車(Hyundai Motor)勞資合作室室長Park Sam-yeol日前撰文指出,韓國企業必須告別「先進國家的標竿學習」思維,轉向探索自主創新與發展模式,以應對日益複雜的全球挑戰。 根據Park Sam-yeol的觀察,韓國已非僅僅是追隨者,而應在無人開拓的道路上,自行提出問題並尋找答案。他提醒,即使是美國與歐洲等傳統強權,也正重新審視自身的發展方向。例如,歐洲聯盟(European Union)的競爭力報告便將生產力放緩、人口結構變遷、能源成本高漲及全球競爭加劇,視為歐洲長期繁榮的威脅。經合組織(OECD)也分析指出,快速高齡化正考驗著各國年金與財政的永續性。 韓國過去成功的追趕模式,是透過引進先進技術,並迅速消化吸收,再以更高的品質與更低的成本實踐於生產現場。這種「模仿不是目的,而是學習起點」的策略,促使韓國經濟達到世界銀行(World Bank)所稱「從援助受惠國轉型為高所得創新經濟體」的顯著案例。韓國於2010年更成為首個加入 OECD Development Assistance Committee 的前受援國。然而,Park Sam-yeol認為,這些過去的成功經驗,若未經檢視便在今日不同的競爭環境中奉為圭臬,將成為企業發展的阻礙。 韓國經濟成就斐然,2025年人均國民總所得達36,963美元,預計2027年將突破4萬美元大關;2025年出口額更首次突破7,000億美元,達到7,097億美元。然而,這些成長卻高度集中於少數產業及大型企業,未能充分惠及中小企業、服務業及內需市場。此外,低生育率、高齡化、勞動市場雙重結構、城鄉差距及社會兩極化等問題,皆是韓國面臨的嚴峻挑戰。經合組織(OECD)也曾於2023及2024年的報告中指出,儘管韓國在研發投資與製造業具備高競爭力,但大型企業與中小企業、製造業與服務業、資通訊與非資通訊產業之間的生產力與創新差距依舊顯著。 Park Sam-yeol強調,企業雖在技術與業務層面已踏入「先行者」(first mover)階段,但內部營運模式卻仍停留在「快速追隨者」(fast follower)的思維。他將這種策略與事業組合已邁向未來,但組織架構、領導文化及勞資關係卻固守舊有成功模式的現象,稱為「文化滯後」。他認為,先行者不只意味著產品率先上市,更代表在缺乏既有答案的情況下,能夠定義問題、整合多元專業、管理失敗風險,並創建全新標準的組織。這需要組織內部具備高度信任,讓員工能自由反映問題,專家可提出異議,研究人員敢於嘗試有風險的點子,生產線員工也能安心回報安全與品質問題。

    #韓國經濟#企業轉型#創新策略#勞資關係#Park Sam-yeol

  • 南華早報

    New anti-corruption law arms Beijing with expansive global…

    China’s top legislature passed on Friday a landmark law targeting cross-border corruption, equipping Beijing with expansive new tools to pursue illicit offshore assets while countering foreign attempts to investigate wrongdoing in China. The Anti-Cross-Border Corruption Law was approved at the close of the 25th session of the 14th National People’s Congress Standing Committee (NPCSC) and took effect immediately, according to the state news agency Xinhua. The statute establishes formal mechanisms...

    #global#Beijing#New#Law#corruption

  • 南華早報

    China’s new PLA theatre chiefs identified as anti-corruptio…

    Beijing has hinted at the new leadership line-up in its military theatre commands, with fresh faces emerging during last week’s party conclave in the seating area reserved for key commanders, filling vacancies left by China’s anti-corruption drive. The fifth plenum of the Communist Party’s 20th Central Committee, which concluded last Thursday, focused on party discipline and political loyalty, confirming the expulsion of 33 full and alternate Central Committee members, including 16 senior...

    #Southern Theatre Command#Communist Party#anti-corruption campaign#Central Military Commission#Yellow Sea#Beijing

  • Taipei Times偏綠

    Creating a network for the safety of pedestrians

    Over the past few years, governments at all levels have committed considerable resources to pedestrian safety measures, from tougher penalties for drivers who fail to yield to pedestrians, to leading pedestrian intervals, refuge islands, marked pedestrian lanes and improved lighting at intersections

  • Taipei Times偏綠

    Supplementary budget stuck on defense, welfare

    Lawmakers yesterday completed a preliminary committee review of the government’s NT$607.6 billion (US$18.5 billion) supplementary budget for this year, save for defense and social welfare programs, which were held back by lingering disagreements.The general budget for this year passed its third read

    #On#defense

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