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| Issues | 175 | Founded | a year ago | Last Issue | 39 hours ago |
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OpenAI營收風波後，韓股補跌3.65%，台股收平
南韓10月9日適逢韓文節休市，台灣10月9日也因連假休市，10月12日是兩地在OpenAI營收風波之後的第一個交易日。風波起於10月8日美股盤中，英國《金融時報》報導OpenAI的年化營收比外界流傳的少了約200億美元，當時兩地早已收盤。10月12日，南韓KOSPI指數收6,384.24點，下跌3.65%；台股加權指數收49,301.96點，只跌11.48點、0.02%。兩地外資都大賣：南韓外資賣超約2兆186億韓元，以當天收盤匯率換算約新台幣482億元，和台股外資賣超的52...
W41 週報 · 財報創高、晶片股回落(PDF報告免費下載)
本週重點
三星第三季營業利益初估年增 782.5%，台積電 9 月營收年增 54.6%，台灣 9 月出口年增 60.9%；費半一週卻跌 4.30%。10/8 英國《金融時報》報導 OpenAI 年化營收約 500 億美元，低於先前流傳的約 700 億美元，當天費半跌 3.39%。其他類股上漲，等權標普 ETF 漲 1.58%，結束 7 週連跌。10 年期公債標售得標殖利率 5.300%，為 2000 年 11 月以來最高。
本內容為公開市場資料整理，不涉及個...
OpenAI年化營收從700億改報500億，甲骨文跌得比輝達重
10月8日，英國《金融時報》報導，OpenAI告訴投資人，公司9月底的年化營收接近500億美元。路透同一天引述知情人士指出，OpenAI先前向投資人示意的數字是接近700億美元。同一天，那斯達克指數跌1.25%，費城半導體指數跌3.39%；把算力租給OpenAI的甲骨文（Oracle，美股代號ORCL）跌5.48%，專門出租AI算力的雲端業者CoreWeave（美股代號CRWV）跌7.77%，跌幅都比輝達的2.94%大。當天布蘭特原油也大漲4.07%，美國10年期公債殖利率仍...
三星單季賺破百兆韓元，亞洲股市卻同步下跌
10月8日早上，三星電子公布第三季初步業績：營業利益107.4兆韓元（約801億美元），是南韓企業第一次單季賺破百兆，也是去年同期的8.8倍。到了收盤，三星股價反而跌2.42%，南韓另一家記憶體大廠SK海力士（SK hynix）跌2.44%，南韓KOSPI指數跌2.62%，連續第三天下跌。
同一天，台股加權指數跌0.99%，香港恒生科技指數跌2.89%，日經225指數跌1.42%，深圳創業板指數跌3.15%。台積電公布9月營收年增54.6%，股價也跌了1.35%。市場賣的不...
歐元跌到17個月低點，真正被重新定價的是法國公債
10月5日，西班牙首相桑切斯（Pedro Sánchez）宣布11月29日提前大選，西班牙10年期公債殖利率只小幅上升，約4.1%。壓力更大的是沒有提前選舉的法國：10年期公債殖利率在4.9%附近，上週五一度升到約4.99%，是2002年以來最高。法國借10年期資金要比德國多付的利率，也就是法德利差，上週五一度超過150個基點（1個基點等於0.01個百分點），這筆多付的利率，就是市場向法國收的風險溢價。
同一天，歐元在亞洲盤跌到1.1161美元，是17個月來最低，市場把這幾...
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