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Allies fear a rushed U.S.-Iran framework deal could backfire, leaving technical deadlock
Mistrust and different negotiating styles raise the risk of a fragile framework neither side can sustain politically, diplomats with past experience dealing with Tehran said.
Chernobyl's radioactive landscape is a testament to nature’s resilience and survival spirit
CHERNOBYL, Ukraine — On contaminated land that is too dangerous for human life, the world's wildest horses roam free.Across the Chernobyl exclusion zone, Przewalski's horses — stocky, sand-colored and almost …
No authority, no validity: Negeri Sembilan MB rejects bid to unseat state Ruler
SEREMBAN, April 20 — The action of Datuk Mubarak Dohak in signing and reading a declaration to depose His Royal Hi...
Pope prays at Catholic shrine in Angola that was a center of African slave trade
MUXIMA, Angola — Pope Leo XIV on Sunday recalled the "sorrow and great suffering" Angolans endured for centuries, as the American pope prayed at a Catholic shrine located at the …
Businesses can claim refunds starting Monday for Trump tariffs declared unconstitutional
NEW YORK — A refund system for businesses that paid tariffs which the U.S. Supreme Court ruled President Donald Trump imposed without the constitutional authority to do so is scheduled …
Oil prices rise anew after a US-Iran standoff in the Strait of Hormuz strands tankers
NEW YORK — Oil prices rose in early trading Sunday as a standoff between Iran and the U.S. prevented tankers from using the Strait of Hormuz, the Persian Gulf waterway …
美股重點一次看》AI加速!NVDA TSM領軍 最新佈局曝光
Newtalk新聞 在AI產業進入「算力擴張+應用滲透」雙主軸推進的階段下,全球科技巨頭正加速從雲端基礎建設、AI晶片、自駕系統到消費端應用全面升級,市場資金也持續聚焦具備實質營收成長與長期技術壁壘的龍頭企業。 以下是國泰證期整理解析最新美股重點:NVIDIA、Tesla、台積電、微軟、Google、蘋果、AMD、博通、美光與新興國防無人機概念股ONDS,完整呈現AI供應鏈從上游晶片製造到下游應用場景的全面擴張。 從輝達GTC Taipei釋出AI基礎建設長期需求展望、台積電法說創高並上修資本支出,到美光HBM供不應求延續至2027年,再到Google與微軟強化AI代理應用生態,整體產業已進入「平台化+生態系競爭」的新階段。同時,Tesla AI5晶片、AMD伺服器CPU升級、博通與Meta客製化晶片合作,也顯示AI硬體與雲端運算正進一步深化整合。 NVDA 輝達宣布年度技術盛會 GTC Taipei將於6月1日至4日舉行,執行長黃仁勳將於6月1日發表主題演講。黃仁勳先前預估2027年前AI基礎設施需求將突破1兆美元,近期股價逐步走高,建議拉回之際逢低布局。 TSLA 馬斯克宣布 AI5自駕晶片完成設計,量產預計於2027年啟動,未來將支援自動駕駛與機器人應用。AI5晶片強化特斯拉AI敘事,股價短線受此激勵出現反彈,但第一季電動車交付輛顯示需求疲軟和庫存壓力,建議保持觀望態度。 TSM 台積電16日召開法說會,首季EPS 22.08元、毛利率66.2%,創歷史新高,預估本季營收中間值396億美元,高於市場預期,毛利率預估66.5%至67.5%,並上修今年資本支出至520至560億美元區間上緣,建議持續偏多操作。 ONDS Ondas透過子公司推動無人機在國防與關鍵基礎設施應用,包含反無人機系統與情報偵察方案。ONDS預估本季營收高於市場預期,並上修全年營收目標,近期股價逐步走高,建議拉回分批布局。 MU 美光受惠AI伺服器與資料中心需求,高頻寬記憶體(HBM) 2026年產能已被微軟、谷歌等科技大廠預訂一空。美光執行長表示DRAM供不應求持續至2027年,近期股價延續上行趨勢,建議持續偏多操作。 GOOGL Google推出「Personal Intelligence」,讓Gemini可連結Gmail、YouTube等服務,提供高度個人化回應。隨著AI功能持續推出並深化與既有應用的整合,產品生態系價值有望提升,近期股價持續走高,建議拉回之際逢低布局。 AAPL Counterpoint Research數據顯示蘋果2026年第一季以21%市占率位居全球智慧型手機市場首位。蘋果預估首季營收高於預期,此外,蘋果今年有望推出摺疊手機,或將帶動換機需求,近期股價震盪走高,建議逢低偏多操作。 AMD TrendForce報告指出,隨著代理式AI(Agentic AI)興起,資料中心CPU與GPU的配置差距將逐步縮小,帶動CPU在AI架構中的重要性提升。AMD伺服器CPU業務有望受惠,股價近期表現強勁,建議持續偏多操作。 …
專家看盤》大盤挑戰新高 多頭延續 但留意油價變數 短線干擾盤勢
Newtalk新聞 「台股今天(20日)挑戰歷史新高,多頭格局延續。」分析師林漢偉表示,受惠美股創高帶動,市場信心維持高檔。權值股續攻,中小型股留意高價股比價效應。 回顧美股表現:美股上週五四大指數全面收漲,反映中東局勢緩解。費半指數上漲2.43%,創下歷史新高。半導體族群強勢:格羅方德 8.65%、科希倫 5.19%。大型權值股走揚:輝達 1.68%、蘋果 2.59%。 林漢偉表示,荷姆茲海峽恢復通行(油價大跌逾10%,激勵股市創高)。但周末局勢再升溫(油價反彈6%,電子盤轉弱增添變數)。 以下是分析師解析總體面、台指期,以及美元油價,與今天盤勢重點: 美元走弱,美債殖利率下滑,油價波動加劇。 台指期夜盤大漲664點( 1.79%),多方氣勢延續。 台積電ADR上漲1.95%,支撐台股表現。 一、技術面與籌碼觀察 指數挑戰歷史新高(盤中觀察油價與權值股走勢)。 外資現貨轉賣、期貨空單突破4萬口(籌碼轉中性)。 櫃買指數續創新高(資金轉向中低價股)。 二、傳產與題材概念股】 機器人題材:新代、德律、大銀微、上銀。 特用化學:永光、三晃、長興、雙鍵(強勢)。 LED族群:台表科、立碁、光鋐、泰谷(輪動)。 車用電子:強茂、台半、富鼎、大中(漲價題材)。 軍工族群:雷虎、全訊、千附精密、千附(續強)。 三、電子與科技類股焦點 台積電期貨夜盤上漲30元至2075元(站上短均)。 PCB族群強勢創高:台光電、尖點、臻鼎-KY、金居。 IC設計低檔轉強:神盾、矽力-KY、聯發科、新唐。 投信布局中小型股:強茂、高技、穩懋、志聖。 矽光子族群創高:聯亞、波若威、華星光、上詮。 台積電供應鏈強勢:均華、亞翔、致茂、萬潤。 …
Fuel price surge forces Air Macau to cancel another 400 flights
Air Macau canceled more than 400 flights for May and June, contributing to a slowdown in passenger traffic at Macau International Airport during the first three quarters of 2025 amid …
Perlis assembly delay not political, will sit before June 8, says MB
KANGAR, April 20 — Perlis Menteri Besar Abu Bakar Hamzah has assured that the state legislative assembly will sit...
Celebration brings support for local SMEs through Macau-Myanmar water festival
This year’s Association of Macau Myanmar Overseas Chinese Water Festival provided support for local small and medium-sized enterprises (SMEs) in the “Three Lamps” district, as the 28th edition started on …
Seoul pledges no barriers to investment during Japan investor briefing amid WGBI inclusion
SEOUL, April 20 (Yonhap) -- South Korea has pledged to ensure no obstacles to in...
48% of Singaporean Divers Unaware of Taiwan’s Dive Offerings: TTA at ADEX 2026
SINGAPORE – Media OutReach Newswire – 20 April 2026 – Most Singaporeans have already ticked off Taipei’s night markets and Alishan’s morning mists. But the real discovery is happening 30 …
Indian consulate plans to expand services in Macau, says consul general
The Consulate General of India in Hong Kong and Macau plans to expand its range of services in Macau as part of efforts to strengthen engagement with the local Indian …
ក្រុមប្រឹក្សាអភិវឌ្ឍន៍កម្ពុជាអនុម័តលើគម្រោងវិនិយោគដំឡើងរថយន្តចំនួនពីរបន្ថែមទៀត
ក្រុមប្រឹក្សាអភិវឌ្ឍន៍កម្ពុជា (CDC) បានអនុម័តគម្រោងវិនិយោគថ្មីចំនួនពីរសម្រាប់រោងចក្រដំឡើងរថយន្តអគ្គិសនី (EV) ក្នុងត្រីមាសទីមួយនៃឆ្នាំ២០២៦ ដែលបានបង្កើតសមិទ្ធផលថ្មីមួយនៅក្នុងវិស័យយានយន្តបៃតងនៅក្នុងប្រទេស។ The post ក្រុមប្រឹក្សាអភិវឌ្ឍន៍កម្ពុជាអនុម័តលើគម្រោងវិនិយោគដំឡើងរថយន្តចំនួនពីរបន្ថែមទៀត appeared first on Khmer Times.
Planned community shuttle buses seen boosting economy despite unclear traffic impact
Macau authorities have drafted a plan to introduce community shuttle buses during the upcoming May Day Golden Week and on weekends, a move that a Transport Advisory Committee member said …
20 Hong Kong couples get triple baby bonus of HK$60,000 each but disbursement lags
Twenty Hong Kong couples have each received baby bonuses totalling HK$60,000 (US$7,700) for having three children in about 2½ years. Yet less than 60 per cent of the HK$2.28 billion …
Toys ‘R’ Us game-changer: ‘kidults’, compact shops fuel pivot as Hong Kong retail evolves
Hong Kong-headquartered Toys ‘R’ Us Asia has pivoted to an experience-focused format and smaller stores in the city following an expansion programme that sought to increase its outlets as it …
A humanoid robot sprints to victory in Beijing, beating the human half-marathon world record
A humanoid robot that won a half-marathon race for robots in Beijing yesterday ran faster than the human world record in a show of China’s technological leaps. The winner from …
Casino revenue steady despite quarterly dip, says insider
Macau’s first-quarter gaming revenue rose 14.25% year-on-year to MOP 65.873 billion but edged down 0.28% from the previous quarter, with industry insiders predicting minimal fluctuations ahead. Gaming revenue for the …
DSWD eyes e-wallets for ayuda payout after motorcycle taxi rider's death
The Department of Social Welfare and Development (DSWD) on Monday said it is considering the use of digital payment systems for cash aid distribution following the death of a motorcycle …
Iran not planning to attend talks with US in Pakistan
WASHINGTON, United States — Iran is not currently planning to attend talks with the United States, state media said, after President Donald Trump ordered US negotiators to travel to Pakistan on Monday, …
Iran military vows to 'soon respond' after US destroyer hits cargo ship
TEHRAN, Iran — Iran's military has vowed to respond after a US destroyer on Sunday fired on an Iranian-flagged cargo ship in the Gulf of Oman that tried to evade a …
CE to promote Macau’s ‘One country, two systems’ model during Europe tour
Chief Executive (CE) Sam Hou Fai intends to use his first major overseas trip since taking office to assert that Macau, a former Portuguese colony, will act as a global …
Canada's U.S. ties have become a weakness, Carney says
Along with imposing tariffs on Canadian exports such as steel, aluminum and autos, U.S. President Donald Trump has mused about turning Canada into the 51st U.S. state.