Nanya Technology received approval to raise 2026 capital expenditure to as much as NT$69.7 bln, up from NT$52.0 bln. The planned 5A wafer fab targets 45,000 wafers/month and carries an estimated total investment of about US$16.0 bln.

2026-08-05

Nanya Technology received approval to raise 2026 capital expenditure to as much as NT$69.7 bln, up from NT$52.0 bln. The planned 5A wafer fab targets 45,000 wafers/month and carries an estimated total investment of about US$16.0 bln.

其他消息
2026-08-05

8月4日,巴菲特指数(沪深300市值/GDP)回升至89.85%,7月下旬以来陷入震荡;股债性价比指标——沪深300指数股权风险溢价(ERP)升至5.33%,逼近7月高点,7月以来基本保持在5.2%附近波动,大周期看处于2024年10月以来波动区间下端,暗示目前股市相对国债收益的优势中性。 -------- 注:1、巴菲特指数是通过将股市总市值和GDP来比较,判断目前股市是否高估,通常70-100%为正常估值,低于该区间为低估,高于该区间为高估。 2、沪深300指数风险溢价(ERP)主要对比沪深300收益和国债收益率,统计近10年数据可以发现该指标和股指有明显反向关系,每次股市都处于底部区域时,风险溢价均超过6%,也就是当ERP≥6%,股市有投资性价比,而当ERP≤4%时,则股市往往接近或处于阶段性高点,投资性价比低甚至要小心回调风险。

2026-08-05

2-year government bond futures (TS) most-active contract unchanged; 5-year (TF) unchanged; 10-year (T) unchanged; 30-year (TL) down 0.11% at midday.