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10/17(六)



Now you sea it
A surfer walks by a sculpture titled “ART (Artificial Real Time)” by artist Erica Zaino on the opening day of the Sculpture by the Sea outdoor exhibition in Bondi, Sydney, yesterday.

10/16(五)
Indonesia’s central bank insists it is independent. Investo…
Indonesia has spent months trying to persuade investors that its economy is on the right course. A weakening rupiah, mounting budgetary pressures and a series of contentious policy decisions have made that task harder. Doubts about the management of Southeast Asia’s largest economy have now coalesced around its central bank, whose independence has come under intense scrutiny recently as President Prabowo Subianto seeks to steer economic policy. The appointment of Destry Damayanti – initially as...

競選看板JUST DO IT拼成「TI」... 民眾霧煞煞
九合一大選正熱,不少參選人高掛競選廣告,吸引選民注意,不過,桃園中壢區的市議員參選人李欣,掛在建築外牆上的競選看板,疑似拼錯英文字,讓民眾看得一頭霧水。從畫面上看到,競選看板中,李欣以一身運動套裝搭配起跑姿勢,相當陽光,不過,背後的英文標語乍看是「JUST DO IT」,卻疑似拼.....


10/15(四)
電子旺季來臨、AI出貨添動能 00985A發布重要公告
台股受AI需求與企業獲利成長帶動再創新高,第四季電子旺季與新一代AI伺服器出貨可望增添動能。 主動野村台灣50 ETF(00985A)9/30公告首度收益分配,10/19除息、10/16最後買進,11/13發放。

野村投信最新台股看法--【台股操盤人筆記】AI平台放量,營收成長動能延續
AI平台放量,輝達Vera Rubin、Google TPU、AWS Trainium3帶動供應鏈成長延續至Q4 野村看好滑軌、散熱、CCL;四大CSP 2027年資本支出上修至1兆美元 惟Fed升息、美債殖利率逾5.3%,短線恐壓抑台股評價

野村投信最新台股看法--【台股操盤人筆記】迎接Q4行情,堅守「基本面驗證」原則
AI供應鏈缺料與零組件漲價加劇分化,選股應往上游走。 優先看散熱、滑軌、測試介面及IC設計服務,2027年續看好。 四大CSP 2027年資本支出上修至1兆美元,Q3末~Q4初Vera Rubin將大量量產。
