上週，隨著「川普交易」的行情消退，美債殖利率以及美元指數結束了連續8周的上漲。而資金的回流重新帶動美國股市上漲，使標普500指數再創歷史新高，收於6032.39點。而債市方面，美國10年期公債殖利率大幅回落22個bps至4.18%�...

Last week, as the "Trump trade" momentum faded, U.S. Treasury yields and the dollar index ended their eight-week streak of gains. The return of capital flows bolstered U.S. equities, pushing the S&P 500 to a new record high, closing at 6,032.39 points. In the bond market, the 10-year U.S. Treasu...

Amid the AI boom, global semiconductor giants such as TSMC have been making strides in CoWoS capacity expansion. However, market demand for materials related to advanced packaging has also been brewing, as China is seeing a surge in mergers and acquisitions in the sector recently, according to Chine...

The Rise of LED All-in-One Displays in the Chinese Market According to the “2025 Global LED Display Market Report ”by TrendForce, unlike traditional LED video walls, LED All-in-One Displays are standardized products integrated with controllers. These displays combine features such as wireless t...

According to a report from MoneyDJ, citing Nikkei, Microsoft, HP, and Dell are reportedly stockpiling electronic components in anticipation of increased tariffs on Chinese goods, expected to take effect once Donald Trump assumes office in January. The report states that Microsoft has instructed i...