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Taiwan Weighted Index opened Oct 15 down 1,387.02 points (-2.85%) at 47,238.81.

2026-10-15

Taiwan Weighted Index opened Oct 15 down 1,387.02 points (-2.85%) at 47,238.81.

其他消息
2026-10-14

US consumer inflation rose in September. A surge in AI-driven data‑center construction has boosted demand for semiconductors and other inputs, adding upward price pressure. That limits the effectiveness of Fed rate hikes: higher borrowing costs may not deter hyperscale cloud providers from continuing buildouts given the prospect of large AI-related profits.

US consumer inflation rose in September. A surge in AI-driven data‑center construction has boosted demand for semiconductors and other inputs, adding upward price pressure. That limits the effectiveness of Fed rate hikes: higher borrowing costs may not deter hyperscale cloud providers from continuing buildouts given the prospect of large AI-related profits.
2026-10-14

Anna Wang says she still expects the Fed to remain on hold for the rest of the year, but that the risk of a rate increase has risen. The owner‑equivalent rent (OER) subcomponent remains hot even as most of the housing market cools, which may indicate an anomaly. Inflation breadth has narrowed, implying the headline CPI’s outsized gain was driven by a small number of categories.

Anna Wang says she still expects the Fed to remain on hold for the rest of the year, but that the risk of a rate increase has risen. The owner‑equivalent rent (OER) subcomponent remains hot even as most of the housing market cools, which may indicate an anomaly. Inflation breadth has narrowed, implying the headline CPI’s outsized gain was driven by a small number of categories.
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