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11/4（三）
Asia to drive Julius Baer growth as investors diversify ami…
Private banking giant Julius Baer expects Asia to play a major role in its growth in the near term as investors seek diversification amid US AI risks, according to its chief executive. “The AI bubble is building and lots of people are very nervous about how much AI risk they have,” Julius Baer group CEO Stefan Bollinger said in an interview in Hong Kong on Tuesday. Investors who have long been “over-indexed” to the US dollar and US equities now face increased exposure, as AI-related capital...
Will US midterm results lead to disruption in Washington’s…
Follow the SCMP’s live coverage here: High voter turnout as US midterm results test Trump’s grip on Congress The United States’ midterm elections are unlikely to deliver a “disruptive” shock to relations between Beijing and Washington despite potential volatility over the issue of Taiwan, according to a prominent Chinese expert in US studies. Chen Dongxiao, president of the Shanghai Institutes for International Studies, said any shift in the make-up of the US Congress would mainly complicate...
US states vote on abortion, redistricting
A battle over abortion rights is playing out in several states as voters yesterday decided on 145 proposed laws and constitutional amendments, including some that could affect voting.The ballot measures provide a political undercard for a high-profile midterm election that would determine which part
TSMC’s US$265 billion campus is driving a real-estate boom…
On a typically muggy Taipei day, dozens of eager Taiwanese investors packed into a conference room. Their latest obsession: the sprawling suburbs of the Arizona desert, more than 11,000km from the dense neighborhoods and narrow alleys of Taiwan’s capital.Family office executives and real-estate inve
Marvell Technology to acquire Lumentum Holdings in historic…
Marvell Technology Inc agreed to buy Lumentum Holdings Inc at an enterprise value of US$115 billion, clinching one of the largest technology deals in history in a push to capitalize on runaway data center spending.Marvell shareholders are to get 67 percent of the combined business in an all-stock tr
GlobalWafers to issue US$500m in bonds to Micron
GlobalWafers Co (環球晶圓), the world’s third-largest silicon wafer supplier, yesterday said it plans to issue unsecured convertible bonds of up to US$500 million in a private placement, with US memory chipmaker Micron Technology Inc as the sole subscriber.Hsinchu City-based GlobalWafers said in a state
Washington strikes Iranian targets in the Strait of Hormuz:…
The US launched strikes on Iranian targets, a US official said, in what appeared to be a limited operation on the eve of crucial US midterm elections.Iranian state media reported explosions being heard on the islands of Qeshm and Hengam in the strategic Strait of Hormuz, and in the nearby mainland a
南華早報
Taipei Times
法新社11/3（二）
Chinese court hears US$53.5 billion Covid defamation case a…
A Chinese court has begun hearings in a defamation case filed by authorities and institutes in Beijing and Wuhan against the US state of Missouri over accusations tied to Covid-19. In a notice on Monday, the Wuhan Intermediate People’s Court said it held a hearing on Friday and legal proceedings were continuing. The case was jointly filed on April 30, 2025 by the Wuhan government in Hubei province, the Chinese Academy of Sciences and its subordinate entity, the Wuhan Institute of Virology (WIV),...
Hong Kong’s Chinese medicine hospital aims to become global…
The opening of Hong Kong’s first predominantly Chinese medicine-led hospital last December is a milestone for the city’s healthcare system. The Chinese Medicine Hospital of Hong Kong (CMHHK), in addition to providing pure Chinese medicine services, represents the first time patients are able to receive treatment plans led by that system of healing – while also factoring in expertise from Western medical perspectives where appropriate. By leveraging Hong Kong’s role as an international gateway to...
#South China Morning Post#News#Opinion#China#Hong Kong#World
HashKey Adopts Tokenised Deposit for Cross-Market Treasury…
[The content of this article has been produced by our advertising partner.] Hong Kong, November 2, 2026 — HashKey Group (3887.HK), a leading Asian digital asset company, today announced that, its is among the first institutional clients to adopt Standard Chartered’s newly launched institutional tokenised deposit solution. HashKey is using the solution to support its institutional treasury management and settlement use cases. Tokenized deposits are the digital representations of commercial bank...
#South China Morning Post#News#Opinion#China#Hong Kong#World
China delivery driver divorces US teacher he married 4 mont…
A food delivery driver from northeastern China, whose whirlwind marriage to an American teacher captivated social media, has announced their divorce. Liu Hao, 28, from Liaoning province, met Hannah Harris, 31, an English teacher from Alabama, in November 2024 after delivering food to her flat. Charmed by Liu, who greeted her in the lift with the simple English phrase “Hello, I love you,” Harris soon bonded with him over their shared love of food, sport and pets. The relationship progressed...
OpenAI executive urges caution in China-US AI talks, warns…
A top OpenAI executive said on Monday that Washington needs to be “clear-eyed” and “aware” about sharing information with Beijing during coming talks on artificial intelligence (AI), while also warning about the threat posed by alleged Chinese distillation attacks. “Be very clear-eyed. Be very aware of what information you are able to expect in return for what you are sharing, and start to build a foundation,” said Caroline Zier, OpenAI’s deputy lead for national security, during a discussion at...
#South China Morning Post#artificial intelligence#Beijing#US#Zier#Washington
Tehran challenges US on reopening Hormuz in two days
Iran yesterday said it was ready to reopen the Strait of Hormuz within two days if the US agree to its conditions, having previously proposed a one-week timeline.“The possibility of implementing this plan in two days is another indication of Iran’s good-faith approach,” Ministry of Foreign Affairs s
Taliban ‘concerned’ over US plans to deport Afghans
Afghanistan’s Taliban authorities yesterday voiced concern over reported plans by Washington to deport scores of Afghan immigrants to Pakistan with the aim of their eventual return to their home country. More than 150 Afghans in the US would be deported via Pakistan to Afghanistan, including relativ
We knew climate inaction would cost us; why didn’t we act?
Saving the only planet we have makes good economic sense. There is, after all, no money to be made on a dead Earth. There might be costs involved now, but they are worth paying to protect our children from certain destruction.These propositions seem self-evident now. But two decades ago, mainstream
US midterm elections and Taiwan
In preparing to cast their ballots today, most Americans have not been leafing through foreign policy white papers. Rather, they have been thinking about their fuel costs, the price of groceries, rent and medical bills. The foreign policy decisions that seem far removed from domestic issues ultimate
Central bank eases curbs on exporters selling US$
The central bank is said to have eased restrictions on exporters selling US dollars to support the local currency after record foreign stock outflows helped make it Asia’s worst performer last month.The New Taiwan dollar yesterday rebounded from its weakest level since April last year after the cent
自由時報偏綠《TAIPEI TIMES》Central bank eases curbs on exporters selling…
BloombergThe central bank is said to have eased restrictions on exporters selling US dollars to support the local currency after record foreign stock outflows helped make it Asia’s worst performer last month.
Cyberport Venture & Capital Forum 2026: unlocking growth an…
[The content of this article has been produced by our advertising partner.] In 2026, venture capital is shifting rapidly as record funding flows into AI, frontier tech, robotics, and digital infrastructure. Coupled with Web3 and tokenised assets across Asia and the Middle East, the emerging ‘agentic economy’ empowers autonomous AI agents and lean startups to scale efficiently in a machine-native ecosystem. As AI accelerates innovation at an unprecedented pace, tech ventures are redefining how...
#South China Morning Post#News#Opinion#China#Hong Kong#World
TaiwanPlus
BBC News
Miin11/2（一）
China’s top EDA firm buys start-up to boost tools, back Hua…
Empyrean Technology, China’s top provider of electronic design automation (EDA) tools, plans to acquire a majority stake in a domestic start-up, reinforcing Beijing’s drive for tech self-sufficiency and bolstering support for Huawei Technologies’ semiconductor ambitions. The Beijing-based firm said in a Shenzhen Stock Exchange filing on Sunday that it would acquire a 50.38 per cent stake in Easy-Logic Technology for 218.8 million yuan (US$33 million). Once completed, the start-up would be...
#artificial intelligence#Siemens EDA#EDA#Liu Weiping#3D IC#Beijing
Turkey signed US-led Artemis Accords. Its moon rovers will…
Turkey has signed America’s rule book for the moon, but its first ride to the lunar south pole – the icy region both Washington and Beijing are racing to reach – will probably come from China. A team of more than 120 students and professors at Middle East Technical University (METU) in Ankara has built prototypes of two AI-powered rovers for Chang’e-8, a Chinese mission originally planned for 2028. Turkey is not part of the International Lunar Research Station, a base China plans to build on the...
Banking on innovation for a more connected future
[The content of this article has been produced by our advertising partner.] Hang Seng Bank will bring AI-powered wealth management, digital banking, investment innovation and an interactive table tennis experience to Hong Kong FinTech Week 2026 as it makes its debut with a dedicated exhibition booth at the Hong Kong Convention and Exhibition Centre on November 2 and 3. Six interactive experiences will showcase innovation across Retail Banking and Wealth Management, Commercial Banking, Markets...
#South China Morning Post#News#Opinion#China#Hong Kong#World
祿達技術集團有限公司 (LUD.US) 簽署諒解備忘錄：擬評估收購蒙古螢石礦項目，冀拓先進新材料半導體等科技供應鏈機遇…
香港2026年11月2日 /美通社/ — 致力賦能傳統產業擁抱AI來提升營運效率的領先高端金屬製品製造商祿達技術集團有限公司（簡稱「祿達技術」或「公司」，紐交所(NYSE)上市編號：LUD.US）近日宣佈，公司已與 Chuluut-International LLC（簡稱「Chuluut-International」）簽署一份不具約束力、非排他性的諒解備忘錄（「MOU」），以評估收購蒙古宗什陶勒蓋（「Jonsh Tolgoi」）螢石項目（簡稱「項目」）全部可合法轉讓的採礦權及相關權益。 由金屬製造延伸至先進工業與科技供應鏈 祿達技術表示，是次擬議收購旨在支持其發展策略，憑藉遍及全球的代理網絡及強大的供應鏈管理能力，由現有的金屬製造業務，進一步拓展至先進工業及科技供應鏈。 螢石是氟化鈣的礦物形式，亦是氟元素的主要商業來源，在煉鋼及生產鋁的過程中可用作助熔劑。酸級螢石則是製造氫氟酸的原材料，而氫氟酸可用於生產含氟化學品、氟聚合物、製冷劑及冷卻液、鋰離子電池材料，以及半導體製造所需的高純度化學品。祿達技術相信，該項目可為其參與上述產品的供應鏈奠定基礎，相關產品廣泛服務於科技、製造、儲能及基建市場。 該擬議交易亦是祿達技術更廣拓展策略的一環，由既有的金屬製造業務，拓展至關鍵及先進新材料、數據中心與人工智能運算基礎設施，以及亞洲其他地區與新興科技相關機遇。除評估該項目外，公司亦積極尋求蒙古的其他礦業的收購機會，以強化公司取得戰略性材料的渠道，並配合其規劃中的運算基礎設施擴張。公司將憑藉全球代理網絡、供應鏈管理能力及服務工業市場的經驗，以審慎方式推進有關機會。 作為一項互補性的商業舉措，公司亦計劃將蒙古第三方礦山生產的礦產品銷往中國。公司相信，此項貿易活動有助於公司實現更多元化收入來源，深化與蒙古及中國的商業關係，並在評估長期投資於礦業的同時積累相關市場實務經驗。然而，與此相關的貿易業務的開展及發展，仍視乎公司能否落實合適的供應商、客戶、物流及監管安排，且無法保證該等活動能帶來預期的商業效益。 祿達技術董事長兼行政總裁馬驫表示：「螢石是一種關鍵礦物，連繫着我們現時服務的鋼鐵行業，以及現代基礎設施所依賴的化工、電池、半導體及冷卻技術，包括數據中心相關應用層面。此備忘錄為我們提供了一個結構清晰的基礎，讓我們可在未作出任何承諾之前進行全面盡職審查。同時，我們也在評估蒙古的其他採礦收購機會，並計劃探索將蒙古生產的礦產品銷往中國的貿易業務。我們相信，這些舉措有助於分散收入來源，擴大區域供應鏈能力，並為公司更廣泛的策略累積經驗。我們會按部就班、循序漸進，審慎推進相關工作。」 事實上，祿達技術已初步涉足蒙古生產的礦產品銷往中國的貿易機遇。10月21日，祿達技術與中國兩家客戶簽訂協議，將於一年內向其供應總計440,000公噸蒙古動力煤，標誌着公司正式進軍大宗商品貿易領域。 關於 Jonsh Tolgoi 螢石項目 Jonsh Tolgoi 螢石項目位於蒙古中央省巴彥德力格爾蘇木。據公司取得的記錄，項目涉及 MV-012214、MV-006506 及 MV-016834 號特別許可證，持有人兼項目實施方為 Chuluut-International。按記錄所載，採礦許可證（許可證編號 6506A，特別許可證證書編號 MV-006506）涵蓋的礦區面積約27公頃。2019年的技術經濟依據顯示，該項目為露天螢石礦及選礦項目，採用浮選工藝生產 FF-97 級螢石精礦。記錄中的一份國家委員會驗收文件接納該露天礦投入運營，並提及預計產能為每年9,000公噸。 公司並未獨立核實上述歷史資料，亦不將其視為現時的礦產資源量或礦產儲量估算。這些資料不應被視為、也不應被依賴為符合美國《S-K規例》第1300分部的現行礦產資源量或儲量估算。公司方面並無任何合資格人士（按第1300分部定義）審閱或核實上述歷史資料，亦不保證日後的核實或勘探工作能證實有關歷史數據，或最終確定任何礦產資源量或儲量。有關礦權、資源量、儲量、產能潛力、設施及項目經濟效益的一切資料，均有待獨立盡職審查。 交易概要 備忘錄全部條款均不具約束力，包括排他性、保密、公告、費用、合規及預計完成日期等條文。備忘錄屬非排他性質，任何一方均可就該項目與第三方商討或達成安排。備忘錄並不要求任何一方進行磋商、簽署正式協議或完成交易，任何一方亦可隨時退出而毋須承擔責任。根據備忘錄，毋須支付按金、分手費或其他預付款項。 雙方目前的目標是在2027年4月30日或之前完成任何達成的交易，惟此日期僅為指示性目標，可能延後、更改或取消。 擬議收購將以直接轉讓相關採礦權的方式進行。雙方在商討過程中提及的指示性代價為1,400萬美元，預期以現金支付。此並非固定收購價，且可予修訂。任何交易均須視乎盡職審查、正式協議、蒙古政府及監管機構批准、所
祿達技術集團有限公司 (LUD.US) 簽署收購亞洲算力與量子計算科技55%股權協議 - 睿傳媒 Rightmedia
並與華智未來簽訂戰略合作備忘錄，布局 AI 基礎設施 香港2026年11月2日 /美通社/ — 致力賦能傳統產業擁抱AI來提升營運效率的領先高端金屬製品製造商祿達技術集團有限公司（簡稱「祿達技術」或「公司」，紐交所(NYSE)上市編號：LUD.US）近日宣佈，公司已於2026年10月29日與亞洲算力算網與量子計算科技有限公司（簡稱「亞洲算力」）簽署買賣協議（簡稱「協議」），收購其55%股權。此前，雙方已就該交易簽訂諒解備忘錄。是次協議的簽署，標誌着公司正式進入算力基礎設施運營管理領域。 與此同時，公司還與華智未來科技有限公司（簡稱「華智未來」）簽訂戰略合作備忘錄，雙方將在海外算力輸出、液冷技術及金融合作三大方向探索合作機會，為亞洲算力的業務發展提供支持。 收購要點：連接內地 AI 生態與國際市場 亞洲算力的業務涵蓋數據中心規劃建設的運營管理、高性能算力租賃，以及量子計算託管與運營。公司希望通過這項收購，將內地高性價比、高質量的 AI 生態與國際市場連接起來。 根據協議，交割完成後，祿達技術將收購亞洲算力的5,500股普通股，佔其已發行股本的55%，交易總代價為935,000萬美元，其中600,000美元以現金支付，其餘335,000萬美元通過向賣方配發及發行公司普通股（簡稱「普通股」）支付。作為股份支付部分的代價，雙方確認，相關股份的價值乃按公司91,780股普通股計算，以公司股份於2026年10月14日的收市價每股3.65美元作價。現金代價方面，公司已支付400,000美元，餘下200,000美元須於收購協議簽署日期起計三個月內支付。 與華智未來簽訂戰略備忘錄：三大方向探索合作 為支持亞洲算力的業務發展，祿達技術已與華智未來簽署戰略諒解備忘錄。華智未來為納斯達克上市公司麥思智能的附屬公司，專注於智能算力基礎設施及產業 AI 應用，業務涵蓋智能算力基礎設施、算力調度與運營，以及垂直領域 AI 應用與行業服務，並已在東盟地區建立業務基礎。 根據戰略備忘錄，祿達技術與華智未來擬圍繞以下三大方向探索合作機會： 1. 海外算力輸出 雙方計劃整合各自的資源優勢，祿達技術將為華智未來對接海外渠道資源，通過合規渠道支持其算力業務拓展至東盟市場；華智未來則提供相關技術支持及運營服務。雙方亦將探討在東盟地區建設或運營智能算力中心和邊緣計算節點的可行性，並透過共享市場資訊、客戶資源及政策動態，促進業務對接與合作。 2. 液冷技術 雙方擬成立液冷技術聯合實驗室，並共同支持設立液冷技術研究院（或類似研究機構），研究方向包括集裝箱式數據中心液冷系統、高效散熱材料及智能溫控算法。華智未來將提供應用場景、測試環境及市場反饋；祿達技術則將發揮其精密金屬製造優勢，提供包括不鏽鋼及碳鋼法蘭與管件在內的相關製造能力，以配合液冷管道及流體輸送系統的應用需求。雙方亦將探討開發標準化、模塊化及具商業化潛力的液冷產品，以滿足中國內地及海外市場的需求。 3. 金融合作 雙方擬結合各自的上市公司平台和資本市場渠道，就共同投資或運營項目的融資，探討潛在的合作機會，並計劃共享 AI、算力基礎設施、綠色科技及高端製造領域的投資併購機會資訊。此外，在符合各自監管要求和商業利益的前提下，雙方亦可能探討設立聯合投資平台的可行性。 為推動上述合作，戰略諒解備忘錄訂明，雙方將定期舉行高級管理層會議、委派指定聯絡人員，並成立專項工作小組。簽約後30日內，雙方將各自就每個合作方向制定項目計劃。該戰略諒解備忘錄屬框架性文件，旨在載列雙方的合作意向。除保密條款及有關備忘錄本身性質與效力的條款外，其餘內容均不構成具法律約束力的義務。任何具體合作項目均須另行簽訂正式協議。備忘錄初始有效期為兩年，期滿後除非任何一方書面提出異議，將自動續期一年。 管理層評論 祿達技術董事長兼行政總裁馬驫表示：「完成亞洲算力的收購並與華智未來簽訂戰略備忘錄，是本公司推動數據中心戰略由規劃走向落地的兩個重要里程碑。香港是連接中國內地高性價比 AI 產業生態與國際市場的『超級聯繫人』。華智未來具備智能算力方面的專業能力，並在東盟擁有業務基礎；祿達技術擁有逾20年精密金屬製造經驗，可直接應用於液冷管路及流體輸送系統，同時具備供應鏈管理能力和全球代理網絡；亞洲算力則為我們帶來數據中心基礎設施營運管理方面的專業能力。透過整合各方優勢，我們清晰地看到一條路徑，可以向全球提供高性價比、高性能的 AI 算力基礎設施和先進冷卻解決方案，同時繼續推動鋼鐵製造核心業務的創新。上述舉措符合祿達技術持續增長、多元發展與創新的整體戰略。」 關聯方交易說明 公司向亞洲算力的唯一董事劉良平女士收購該公司股權。劉女士同時擔任祿達技術的首席運營官，並曾任公司董事，任期至2026年6月18日止。其配偶 馬驫先生為公司董事、行政總裁及最終實益擁有人之一，因此本次收
N Korea behind US$6bn crypto theft, FBI says
Binance Holdings Ltd (幣安) yesterday said that it had resumed withdrawals after more than US$6 billion in virtual assets were stolen from the cryptocurrency exchange in a major hack the FBI said North Korea was responsible for. Binance is the world’s largest crypto exchange by daily trading volumes.
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