News monitor

Newtalk新聞 債市近期雜訊不斷，美國通膨升溫、美債殖利率高檔震盪，加上 CoreWeave、甲骨文（Oracle）等 AI 相關企業的融資及償債能力引發疑慮，市場關注信用風險是否進一步擴散，甚至波及股市。 根據美國聖路易聯準銀行（FRED）統計，9 月 18 日至 10 月 8 日，美國十年期公債殖利率上升 21 個基點、BBB 級投等債上升 23 個基點；相較之下，BB、B 級非投等債分別攀升 51、53 個基點，CCC 級以下債券更大升 173 個基點，顯示市場對不同信用品質企業的風險評估分化。 對此，在台灣主動式非投等債券基金市場具領先地位的聯博投信，其固定收益投資策略師陳若梅認為，目前 AI 融資風險仍集中於個別企業，尚未全面蔓延至信用市場的跡象。值得注意的是，聯博投資團隊已少量布局 CoreWeave 及甲骨文企業債，顯示即便市場波動之際，仍有機會透過主動選債尋找投資價值。 AI 融資疑慮未全面擴散 聯博：已少量布局 …

The Indonesian government is preparing quantum-resistant cryptographic technology to anticipate data security risks as ...

Nusantara Atlas data shows the area burned by the end of September this year was 38% higher than at the same point in 2019.

M-CHAIN: Cross-border science for mountain hazard risk governance

Khi có AI hỗ trợ làm việc giúp người lao động hoàn thành công việc nhanh hơn. Nhưng người lao động có được rút ngắn giờ làm?

KUALA LUMPUR, Oct 19 — Religious scholars need to broaden their knowledge by keeping abreast of developments in sc...

The restrictions, effective Nov 18, require exporters to obtain licences for tunnel boring machines, as China also adjusts controls on drone-related items and dredgers.

Chinese Premier Li Qiang said on Monday that China is willing to expand cooperation with Tajikistan in emerging industries such as the digital economy and artificial intelligence.

Phuket officials are considering an AI safety system to identify potential threats to tourists, issue early warnings, and help government agencies respond faster to emergencies. The proposal was discussed on Saturday, October …

The university is responding to calls from industries for workers capable of supporting growth sectors such as artificial intelligence.

Ukraine bày tỏ "lấy làm tiếc" sau vụ UAV nước này bay vào vùng trời Litva, cho rằng phi cơ có thể chệch hướng vì Nga gây nhiễu.

Satellite internet links Arctic, Antarctica, Qinghai-Xizang Plateau

Seoul shares ended higher Monday, supported by institutional buying, as investors weighed concerns over whether heavy spending on artificial intelligence infrastructure would generate sufficient returns. The Korean won was trading higher against …

Newtalk新聞 全球 AI 投資熱潮近期遭遇逆風，科技股接連重挫，加上企業舉債擴建資料中心、融資成本攀升，市場對「AI 泡沫」疑慮再升溫。 不過，曾在 2000 年網路泡沫破裂前發出警告的投資大師、橡樹資本（Oaktree Capital）共同創辦人霍華・馬克斯（Howard Marks）卻提出不同看法。他認為，儘管當前市場存在投機與高估值風險，但投資人仍對泡沫保持警覺，尚未出現典型泡沫所需的全面非理性狂熱。 《彭博》昨（18）日報導，馬克斯受訪時指出，真正的市場泡沫，通常伴隨投資人對風險失去戒心，甚至毫無察覺風險。反觀，目前華爾街從基金經理人到市場分析師，都在反覆討論 AI 是否存在泡沫，顯示投資人尚未陷入毫無警覺的狀態。 馬克斯認為，泡沫的典型特徵包括非理性繁榮、魯莽投資及對潛在風險渾然不覺。當市場演變成全民追逐的狂熱，部分投資人快速累積財富，未參與者則因害怕錯過行情而懊悔，才更接近典型泡沫的狀態。儘管當前 AI 投資確實存在「害怕錯過（FOMO）」的情緒，但同時也始終沒停止對估值與融資風險的討論。因此認為，目前還不足以認定市場已達全面失序的泡沫階段。 科技巨頭本益比僅 23 倍 與網路泡沫高峰有別 從估值來看，目前美股也與 2000 年網路泡沫高峰存在明顯差異。報導指出，當年標普 500 指數市值最大的 5 家科技企業，平均預估本益比約達 65 倍；如今，市值最大的 5 家科技企業，平均預估本益比則約 23 …

The Army plans to create specialized brigades dedicated to guarding the border with North Korea as it moves toward artificial intelligence-based surveillance, amid shrinking troop numbers. According to the Army, front-line security …

Newtalk新聞 近期全球科技股震盪加劇，但科技型主動式 ETF 交易依舊熱絡，成交量更呈現高度集中趨勢。證交所統計，截至 10 月 16 日，主動富邦台灣龍耀（00405A）今年來日均成交量達 10.55 萬張，穩居科技主題主動式 ETF 之冠；主動群益科技創新（00992A）以 6.99 萬張排第二，甫掛牌的主動安聯亞半導體（00412A）則以近 5.5 萬張躍居第三，擠進科技主題主動式 ETF 交投前段班。 進一步觀察，主動統一全球創新（00988A）以日均 5.49 萬張緊追在後，與第三名僅差 79 張；主動元大 AI 新經濟（00990A）則以 3.57 萬張排名第五。統計 9 檔科技主題主動式 ETF，前 4 大日均成交量合計約 …

Liệu bạn có thể phát hiện ra ai là người đang giả vờ giàu có trong showroom siêu xe chỉ qua một chi tiết nhỏ?

KUCHING, Oct 19 —The Sarawak Infectious Disease Centre (SIDC) is 90 per cent complete as of August 2026 and is exp...

SINGAPORE — Cybercriminals once used relatively small attacks to distract security teams while pursuing more valuable targets. Artificial intelligence is changing that calculation, allowing hackers to launch sophisticated cyberattacks even when their …

South Korea plans to push for the launch of a solid-fuel space rocket by the end of this year, after it was postponed in June due to safety concerns, the defense ministry …

HONG KONG — When asked what surprised him most about artificial intelligence (AI), Dennis Lo Yuk-ming, vice-chancellor and president of The Chinese University of Hong Kong (CUHK), turned to the four letters …

LG Group began a monthlong series of business reviews across its affiliates on Monday, with artificial intelligence, investment efficiency and global technology partnerships expected to dominate discussions as the conglomerate prepares its …

Cryptocurrencies joined a tentative risk appetite recovery on signs that Middle East supplies have held up since the US war with Iran broke out.

Newtalk新聞 AI 晶片龍頭輝達（NVIDIA）為提升下一代高頻寬記憶體（HBM）效能，傳出要求全球三大記憶體廠三星電子（Samsung）、SK 海力士（SK Hynix）及美光（Micron），統一採用台積電（2330）3 奈米製程生產客製化 HBM 的底層晶片（Base Die）。其中，向來強調自主生產的三星也已同意相關要求，意味兩大晶圓代工競爭對手，未來可能在輝達新一代 AI 記憶體供應鏈中展開更深度合作。 根據南韓《首爾經濟日報》週日（18 日）引述產業消息報導，輝達今年 8 月公布客製化的高頻寬記憶體「NVHBM」，以新一代 HBM4E 架構為基礎，並要求三大記憶體供應商使用台積電 3 奈米製程製造底層晶片，至於堆疊在上方的記憶體核心晶片（Core Die），則統一採用第六代 1c DRAM 製程。 這項要求，主要是為了解決不同供應商製程與設計差異所造成的效能落差。由於 NVHBM 將輝達客製化記憶體控制器整合至底層晶片，透過統一製程規格，不僅有助提升資料傳輸效率，也能降低不同供應商產品的驗證與整合成本。 值得注意的是，三星過去採「垂直整合」模式，從記憶體核心晶片到 HBM 底層晶片，主要由集團內部自行生產。此次為符合輝達要求，三星經內部評估後決定採用台積電製程，將是雙方史上首度在 HBM 製造階段展開此類合作，也反映 AI …

More than 1,200 acres (500 hectares) of land were cleared for the planned server complex, with a developer promising payments to each household.

Newtalk新聞 美國科技股賣壓延燒，台股今（19）日早盤一度重挫逾 800 點，近期漲勢凌厲的被動元件族群也成重災區，盤面幾乎全面翻綠。龍頭股國巨*（2327）盤中大跌逾 7%，股價持續跌破月線、季線；二哥華新科（2492）重挫逾 9%，禾伸堂（3026）、信昌電（6173）、光頡（3624）等個股跌幅也逼近 10%。值得注意的是，多家被動元件廠 9 月及前 9 月營收仍繳出雙位數成長，甚至刷新歷史紀錄，但在大盤急跌、短線漲多的壓力下，依舊難擋資金調節。 國巨今日以 536 元開出，隨後一路走低，盤中最低下探 521 元。截至上午 10 時 07 分，股價報 524 元，下跌 43 元或 7.58%，成交量逾 2.2 萬張。以近期月線約 588 元、季線約 577 元估算，股價分別低於兩條均線約 64 …

Newtalk新聞 美國科技股賣壓延燒，台股今（19）日開盤重挫逾 800 點，直逼季線防衛戰，不過 PCB 相關族群逆勢吸金。近期市場熱議的 PTFE（聚四氟乙烯）題材持續發酵，台郡（6269）早盤開低走高，一度大漲逾 8%，連續第 4 個交易日走揚，台虹（8039）也延續近期強勢；另方面，隨著 PCB 產業展會即將登場，玻纖布及上游材料股同步獲得買盤青睞，富喬（1815）強勢攻上漲停，德宏（5475）、榮科（4989）也大漲逾 5%，成為今日弱勢盤面中的亮點。 PTFE 概念股方面，台郡早盤開低後迅速翻紅，盤中大漲 8.66%、報 89.1 元；台虹上漲 0.32%、報 312.5 元；亞電（4939）盤中一度翻紅，隨後回落至 82.6 元、下跌 0.84%；臻鼎-KY（4958）則開低走高，盤中報 547 元、跌幅 1.8%，相關個股走勢仍有分歧。 輝達展示看板掀話題 PTFE 高速傳輸材料受矚目 這波 PTFE …

China’s economy grew slightly more than expected in the third quarter, but Monday’s figures still came in at the lower end of the government’s full-year target, as the global energy shock and …

At 9.15am, the FTSE Bursa Malaysia KLCI eased 8.42 points, or 0.52%, to 1,599.34.

Newtalk新聞 美國科技股持續走弱，拖累亞洲股市今（19）日開盤全面下挫。上週五（16 日）費半指數重挫約 3.8%，為連續第 8 個交易日收黑，單週跌幅逾 11%，加上 AI 基建融資疑慮升溫、中東地緣政治風險未解，市場避險情緒再度升高。台股今開低走低，盤中一度大跌逾 850 點；日本日經 225 指數一度重挫 2.3%，韓國 KOSPI 指數開盤也跌逾 3%，亞洲主要股市同步承壓。 台股今日以 46,844.64 點開出，開盤即為早盤最高點，隨後跌勢擴大，最低下探 46,252.93 點，最多下跌 858.33 點。截至上午 9 時 12 分，加權指數報 46,277.85 點，下跌 833.41 點、跌幅 …

Anthropic said the fund could support initiatives that include efforts to address artificial intelligence's impact on the labor market.

Seoul shares opened sharply lower Monday in the wake of a technology-centered sell-off on Wall Street, as concerns mount over whether heavy investment in artificial intelligence infrastructure can generate sufficient returns. After …

Washington now calls it super intelligence, not artificial intelligence. If the name proves accurate, our schools, our jobs and even our homes will be unrecognisable.

កម្ពុជាជំរុញការធ្វើទំនើបកម្មការអប់រំ និងបណ្ដុះបណ្ដាលបច្ចេកទេសនិងវិជ្ជាជីវៈ (TVET) ដោយផ្តោតលើជំនាញឌីជីថល បញ្ញាសិប្បនិម្មិត (AI) ជំនាញបៃតង និងការពង្រឹងភាពជាដៃគូជាមួយវិស័យឯកជន ដើម្បីឱ្យការបណ្ដុះបណ្ដាលឆ្លើយតបនឹងការផ្លាស់ប្ដូរឧស្សាហកម្មនិងតម្រូវការទីផ្សារការងារ។ The post កម្ពុជាជំរុញធ្វើទំនើបកម្ម TVET ដោយផ្តោតលើជំនាញ AI និងការទទួលស្គាល់ជំនាញឆ្លងប្រទេស appeared first on Khmer Times.

The Ukrainian leader also offered to accede to Trump's request to stop targeting Russian refineries in exchange for Patriot missile deliveries.

KUALA LUMPUR, Oct 19 — Before you file your next income tax return, remember to lookout for existing and new tax r...

Myanmar lawyer wins 2026 IBA Human Rights Award Zar Li Aye, a lawyer and human rights defender from Burma’s Chin State, received the International Bar Association’s (IBA) 2026 Award for Outstanding Contribution …

The fund would receive an extra 2% stake in Anthropic for every 50% rise in its value above an undisclosed baseline, subject to board approval.

THE Philippines, as this year’s chairman of the Association of Southeast Asian Nations (Asean), will lead regional efforts to strengthen cooperation against transnational crime.Manila will host the 20th Asean Ministerial Meeting on …

Prime Minister Mindaugas Sinkevicius says Russia was likely behind an attempted arson attack on a company hosting Starlink satellite communication hardware.