Desmond Milligan
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【時報-台北電】美國7月通膨數據持平,市場對聯準會降息的期待升高,推升美股持續走高,標普500與那斯達克指數屢創新高。法人指出,受惠於美股財報亮眼、AI需求動能強勁、景氣溫和、聯準會降息等利多題材,全球科技股近期展現強勁多頭氣勢,有效消弭關稅所帶來的負面影響。AI應用也逐漸延伸至終端場景,呈現百花齊放的態勢,建議投資人可採定期定額方式布局全球科技基金,掌握長線成長契機。 瀚亞美國高科技基金經理人林元平表示,雲端業者已進一步上調2025年資本支出,並正向看待2026年的支出規模。受惠於晶片與規格升級,AI加速器的總市場規模在今明年預期將大幅成長,為科技產業注入新動能。基礎建設與終端應用發展將齊頭並進,加上AI半導體與硬體近三月漲幅已高,基金操作在次族群結構上已調整趨於平衡,持續看好AI加速器與相關受惠供應鏈,同時也聚焦於能協助企業整合分散於資料庫中的零碎數據、優化基礎架構的業者,以掌握AI浪潮下的投資契機。 統一全球新科技基金經理人郭智偉認為,川普積極推動晶片關稅政策,成功促進製造業回流美國,有效推動半導體產業擴張,帶動蘋果、谷歌等科技巨擘股價強勢上漲,科技股後市展望樂觀。隨後而來的政策鬆綁更為市場注入活水,美國正式開放退休金投資加密貨幣,並開放加密貨幣企業金融業務,展現積極擁抱數位資產的開放態度,為科技與數位金融領域挹注強勁成長動能,進一步點燃全球科技基金投資熱潮。 AI相關企業資本支出呈現強勁成長態勢,推動產業基礎建設加速擴展,且產能擴充需求持續旺盛,預期投資動能將維持強勁表現。投資策略上將持續聚焦具備獲利上修潛力的AI與科技優質個股。 台新美日台半導體基金研究團隊強調,川普宣布輸美半導體關稅100%,但提供豁免條款,分析師解讀對半導體股利空出盡,激勵全球科技股持續走強,儘管上半年如Deepseek與半導體關稅等議題一度干擾市場對於AI算力需求等展望,唯從企業資本支出規劃與近期談話可見相關需求仍非常明確,美國、日本及台灣的半導體股後市持續看俏。(新聞來源 : 工商時報一巫其倫/台北報導) View the full article
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【時報-台北電】隨著市場對美國9月降息機率的預期持續升溫,投信法人指出,短債相較長債具備三大優勢,包括利率風險低、可降低淨值大幅波動風險以及殖利率水準具吸引力,因短天期投資等級債殖利率達4%~5%以上與長債差距不大,但承擔利率風險明顯較低。 在降息時點未明、利率高原期延續的環境下,短天期債券正成為資金新寵。愈來愈多法人看好短債的低波動與收益優勢,並強調其靈活應對政策轉折與市場震盪的能力,不僅適合作為投資組合核心配置,更可兼顧抗震與息收雙重目標。 群益0-5年期ESG投資等級公司債ETF(00985B)經理人謝明志表示,債券投資的本質之一在於領息,以台灣投資人經驗來看,當債券息率高於新台幣升值幅度時,布局短期投資等級公司債往往仍有不錯表現。現階段利率不動、降息在望,短債防禦力佳、可抵禦波動,並靈活因應降息節奏。他提醒,在市場不確定性仍高的情況下,投資人應注重資產配置,適度配置信用體質佳的短天期投資等級債,作為投組避風港。 據法人統計,今年上半年全球債券ETF淨流入約2,200億美元,資金主要集中於中短天期債券,顯示投資人對長天期債券的利率風險疑慮升溫,台灣市場亦呈現類似趨勢。 聯博投信固定收益資深投資策略師江常維指出,美國債市持續領先全球,加上聯準會預計年內降息兩碼,美債下半年表現可期。她表示,當前金融環境受關稅政策不確定性影響,加上PCE數據高於預期、大而美法案引發美國長期債信憂慮,長天期美債殖利率預料將維持高檔震盪。聯博00980D債券投資團隊將布局重心放在中短天期債券,到期日在10年以下的比重超過五成,存續期間鎖定五至七年,以降低利率風險。 百達投顧強調,在總經前景未明與財政政策仍存疑慮下,短存續期信用債因利率敏感度低、風險可控而突顯優勢。無論是投資等級或非投資等級策略,目前均以「短存續期」為核心選擇,以兼顧波動控管與收益確定性。(新聞來源 : 工商時報一黃惠聆/台北報導) View the full article
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【時報-台北電】美國通膨受控,降息有望搭配股市持續創高,投資人居安思危漸將資金轉往債市布局,據投信投顧公會最新統計,7月ETF資金流向,債券ETF熱度回溫,淨流入逾825億元,寫2024年10月以來單月新高。 投信投顧公會資料顯示,7月99檔海外債券ETF合計獲825億元淨申購,為2024年10月單月淨申購1,372億元後單月新高,也使2025年1至7月資金流向由前六月的-740億轉為淨流入85億元。 這波資金回補動能集中於投資等級債ETF,包括元大AAA至A公司債(00751B)獲92.5億元淨申購,最受青睞,其他包括凱基A級公司債券(00950B)、群益ESG投等債20+(00937B)、國泰10Y+金融債(00933B)等,分別獲82.3億元、71.8億元與63.7億元淨申購。 元大00751B研究團隊表示,近期債券仍保持相對高殖利率,如投資級債約有5%~6%水準,加上主要股市挑戰新高推升本益比,已開始帶動資金同步布局,債券ETF現階段具有顯著的收益避險價值,值得進行配置。 凱基00950B研究團隊表示,近兩周全球債券基金資金淨流入持續維持在250億美元以上的高水位,顯示隨著市場預期美國聯準會最快9月再度啟動降息,至年底前有降息2碼的空間,債市對市場資金產生磁吸作用,其中又以中天期投資等級債投資價值值得留意。 目前投資等級債券指數殖利率逼近5%,居於歷史相對高點;發行人財務槓桿則持穩在低位,顯示投等債發行人財務基本面穩固,殖利率高、違約風險低,投等債深具投資價值,惟考量關稅稅率影響通貨膨脹,恐加劇長期公債殖利率波動,債券投資上建議適度縮短存續天期,以有效平衡降低利率波動風險與增加息收收益的需求,待降息循環啟動,還有追求潛在資本利得空間的機會。 群益00937B經理人曾盈甄指出,美國近期就業數據不如預期,市場對於9月降息的預期上升,再者,美債籌碼面的疑慮消除,且現階段對債券的存續期間持看多態度,考量經濟仍有不確定性,加上聯準會可能重啟降息,對於投等債仍持正向看法。(新聞來源 : 工商時報一巫其倫/台北報導) View the full article
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【時報-台北電】REITs近期指數區間震盪。展望後市,因關稅干擾告一段落,景氣雖受消費下滑而減弱,但就業仍保持韌性,通膨仍平緩,美國經濟下半年有上修動能,而聯準會短期降息雖僵化,但明年路徑將更有利市場,看好REITs行情。 台新北美收益資產證券化基金經理人李文孝指出,美國REITs指數下檔年線具支撐,長線多頭將隨著產業復甦而持續。目前評價仍偏低,溢價幅度約1%,位於過去降息期間溢價幅度在0%~20%的下緣,本益比18.6倍,股利率3.9%,在降息環境下,目前的評價具吸引力。 分析REITs各次產業表現,主要養老社區第二季入住率達到88.9%高水位,租金成長年成長4.1%,供給庫存持續下滑,看好老年社區市場多年的成長,龍頭公司擁有優勢投資組合、強勁的資本成本,能夠推動外部收購的增值,並且擁有強大的資產負債表。工業租戶第二季受關稅影響,需求偏弱,預計2025年底空置率將達到7.5%,但新增供應持續放緩,預計今年完工面積為2.37億平方英尺,2026年的新增供應量將下降至1.60億平方英尺,有助承租與租金恢復動能。 富邦雙核心戰略多重資產基金經理人陳臻怡表示,看好具備長線成長潛力的科技股,也看好數位基礎建設REITs,達成兼顧收益與成長的雙重目標。 野村基礎建設大未來基金經理人高君逸認為,基礎建設相關類股由於對經濟敏感性較低及在地化特性,通常在地緣政治不確定性升溫及經濟動能趨緩的時期表現相對具有韌性。展望後市,REITs、基礎建設類股與一般全球型股票的相關性偏低,且目前又具備多項潛在優勢,在全球地緣政治與貿易政策不確定性仍可能持續存在的環境下,相關的基金產品適合做為長期股票核心配置。 群益全球地產入息基金經理人楊慈珍強調,隨美國關稅政策對金融市場的影響逐漸鈍化,以及大而美法案的通過,內容包括稅改延長、提高兒童稅收抵免、小費及企業投資刺激等等,經濟下行的風險降低,在REITs市場方面,基本面亦呈現回升改善。(新聞來源 : 工商時報一孫彬訓/台北報導) View the full article
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Sáng 21/8, nguồn tin cho biết, lực lượng công an cùng cơ quan chức năng đã bắt được Trần Ngọc Hòa (36 tuổi, quê xã Tân Châu, tỉnh Nghệ An) sau 2 ngày trốn khỏi nơi giam giữ. Phạm nhân Trần Ngọc Hòa bị bắt giữ trong đêm 20/8 khi đối tượng đang lẩn trốn ở khu vực xã Hạnh Lâm, tỉnh Nghệ An. Thời điểm phạm nhân Trần Ngọc Hòa bị bắt giữ. Ảnh: CTV Được biết, Trần Ngọc Hòa bị kết án 12 năm tù về các tội "Cố ý gây thương tích" và "Hủy hoại tài sản". Từ ngày 1/12/2021, Hòa thi hành án tại phân trại số 1, Trại giam số 6. Ngày 18/8, Hòa đã bỏ trốn khỏi trại giam số 6 (Nghệ An). Theo quyết định truy nã của Giám thị Trại giam số 6, Trần Ngọc Hòa cao khoảng 1,6m, mũi lõm, có vết sẹo lõm cách đuôi lông mày phải 1cm. Ngay sau khi Hòa bỏ trốn, Trại giam số 6 cùng Công an xã Hạnh Lâm và các xã lân cận đã huy động hàng trăm cán bộ, chiến sĩ và các lực lượng chốt chặn, truy bắt. Phạm nhân Trần Ngọc Hòa vượt ngục, cảnh sát lập chốt chặn, công bố nhận dạngPhạm nhân Trần Ngọc Hòa đã bỏ trốn khỏi trại giam số 6 (Nghệ An). Ngay sau đó, lực lượng chức năng triển khai cán bộ, chiến sĩ chốt chặn trên nhiều tuyến đường để truy bắt. View the full article
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2,2 triệu USD và chia thưởng không đều Giải vô địch bóng chuyền nữ thế giới 2025 (FIVB Women’s Volleyball World Championship; 22/8-7/9) tại Thái Lan khởi tranh với tổng quỹ thưởng lên tới 2,2 triệu USD (gần 58 tỷ đồng). Con số này nghe rất ấn tượng, đủ để FIVB quảng bá rằng bóng chuyền nữ đang dần được đối xử công bằng với bóng đá, quần vợt hay các môn thể thao có sức hút toàn cầu. Tuyển nữ bóng chuyền Việt Nam lần đầu dự giải thế giới Nhưng nếu nhìn kỹ cơ chế phân bổ, câu hỏi lớn được đặt ra: các đội nhỏ, những đội lần đầu tiên dự giải như Việt Nam, nhận được gì ngoài trải nghiệm? Theo công bố từ FIVB, tiền thưởng tập trung vào 3 vị trí cao nhất: đội vô địch nhận 1 triệu USD, á quân 500.000 USD và hạng ba 250.000 USD. Tổng cộng 1,75 triệu USD nằm gọn trong tay 3 đội mạnh nhất giải. Phần còn lại, nếu có, hoặc được chia nhỏ cho giải cá nhân (Cầu thủ xuất sắc nhất, đội hình tiêu biểu…), hoặc không được nêu rõ. Điều này đồng nghĩa rằng phần lớn 32 đội tham dự, gồm tuyển bóng chuyền nữ Việt Nam, ít có cơ hội chạm vào quỹ thưởng. Sự "chênh lệch" thể hiện rõ nếu so sánh với Volleyball Nations League (VNL), giải đấu thường niên của FIVB với các đội tuyển nam. Ở VNL, mỗi trận thắng vòng bảng mang về 9.500 USD, trong khi đội thua cũng được 4.250 USD. Nghĩa là ngay cả những đội “lót đường” vẫn có phần thưởng cụ thể cho từng màn trình diễn. Đây chính là động lực khích lệ và là cơ chế công bằng hơn nhiều so với World Championship, nơi chỉ “đỉnh kim tự tháp” mới được hưởng lợi. Đặt vào bối cảnh tuyển nữ Việt Nam, trong lần đầu tiên trong lịch sử dự giải, các học trò HLV Nguyễn Tuấn Kiệt có cơ hội tạo nên “trận thắng để đời” trước Kenya, đối thủ được coi là ngang tầm nhất trong bảng G. Nhưng có thể, ngay cả khi thắng được Kenya, phần thưởng trực tiếp nhận được từ FIVB gần như bằng 0. Chỉ được vỗ tay khích lệ? Một thực tế khác cũng gây tranh cãi: tiền thưởng quốc tế không đồng nghĩa cầu thủ trực tiếp được nhận. Ở nhiều nền bóng chuyền, đặc biệt là châu Á và Đông Nam Á, quỹ thưởng đi qua nhiều tầng nấc: liên đoàn, ban huấn luyện, đội tuyển. Cầu thủ thường chỉ nhận được một phần nhỏ, thậm chí phụ thuộc vào quyết định nội bộ. Việc chia thưởng giải bóng chuyền nữ gây nhiều tranh cãi. Ảnh: AVC Cơ chế này vô tình làm suy yếu động lực của những đội mới. Với tuyển bóng chuyền nữ Việt Nam, việc lọt vào giải đã là bước tiến dài, nhưng không nhận được sự khích lệ cụ thể, cuối cùng chỉ là học hỏi và chiến đấu vì màu cờ sắc áo. Điều đó càng bất lợi trong khi châu Á đang chật vật tìm chỗ đứng giữa sự thống trị của châu Âu và Nam Mỹ. Chỉ vài đội như Nhật Bản, Trung Quốc hay Thái Lan mới đủ sức tranh chấp. Điều đáng nói là chính những đội mới như Việt Nam lại mang tới giá trị khác biệt cho giải đấu: mở rộng thị trường, thu hút khán giả mới, tạo nên những câu chuyện truyền cảm hứng. Chỉ có điều hệ thống thưởng hiện nay chưa phản ánh điều đó. Thắng 1 trận lịch sử hay thua cả 3, về mặt tài chính gần như ngang nhau. Từ góc nhìn dài hạn, đây là “hòn đá cản đường" mà FIVB cần sớm thay đổi. Nếu muốn bóng chuyền thực sự toàn cầu hóa, không thể chỉ thưởng cho những nhà vô địch quen mặt. Một cơ chế chia thưởng theo trận, giống VNL, hay bóng đá, không chỉ công bằng hơn mà còn giúp nuôi dưỡng niềm tin và động lực cho những nền bóng chuyền đang phát triển. Với tuyển nữ bóng chuyền Việt Nam, đặc biệt là sau khi Bích Tuyền rút lui, đáp án cho câu hỏi “được gì” từ giải bóng chuyền thế giới lần này không nằm ở tiền bạc, mà ở kinh nghiệm, bản lĩnh và dấu ấn lịch sử. Nhưng rõ ràng, nếu muốn thấy những bước tiến bền vững, hệ thống thưởng cần thay đổi để những đội như tuyển nữ bóng chuyền Việt Nam không chỉ được vỗ tay khích lệ, mà còn được công nhận xứng đáng trên cả phương diện tài chính. Tuyển bóng chuyền nữ Việt Nam gặp sự cố trước giải thế giới Tuyển bóng chuyền nữ Việt Nam phải mất hơn 10 tiếng đồng hồ di chuyển từ Việt Nam sang Thái Lan chuẩn bị cho giải vô địch thế giới 2025. Tuyển bóng chuyền nữ Việt Nam háo hức sang Thái Lan dự giải thế giới Sáng 20/8, tuyển bóng chuyền nữ Việt Nam lên đường sang Thái Lan, sẵn sàng bước vào những thử thách lớn tại giải vô địch thế giới 2025. Thanh Thúy thay Bích Tuyền chiến giải bóng chuyền thế giới Sau khi Bích Tuyền rút lui, Trần Thị Thanh Thúy nhận trọng trách rất nặng nề ở tuyển bóng chuyền nữ Việt Nam tại giải vô địch thế giới 2025. Vắng Bích Tuyền, tuyển bóng chuyền nữ Việt Nam thắng Kenya 4-0 Dù không có Bích Tuyền nhưng tuyển bóng chuyền nữ Việt Nam vẫn thắng dễ dàng Kenya 4-0 trong trận "tổng duyệt" trước giải vô địch thế giới 2025. Bích Tuyền rút lui, ai 'gánh team' tuyển bóng chuyền nữ Việt Nam? HLV Nguyễn Tuấn Kiệt chuẩn bị phương án thay thế sau khi đối chuyền Bích Tuyền bất ngờ rút lui khỏi tuyển bóng chuyền nữ Việt Nam, không tham dự giải vô địch thế giới 2025. View the full article
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"Hearst Magazines and Yahoo may earn commission or revenue on some items through these links." Here’s what you’ll learn when you read this story: Researchers studying a fossil site in Ethiopia discovered 13 teeth that they believe come from a never-before-known species of Australopithecus. The team said this reveals that Australopithecus and the oldest Homo ancestors coexisted up to 2.8 million years ago. The find has major implications on traditional theories of evolution. The famed Australopithecus Lucy may have a cousin. A new discovery of fossilized teeth in an Ethiopian field has researchers theorizing that they came from a new species of Australopithecus. They dated the teeth to the same period as the oldest known specimens of the genus Homo, found in the same field, upending some traditional theories of human evolution. “This new research shows that the image many of us have in our minds of an ape to a Neanderthal to a modern human is not correct—evolution doesn’t work like that,” Kaye Reed, Arizona State University paleoecologist, said in a statement. “Here we have two hominin species that are together.” The Ledi-Geraru Research Project—led by scientists at ASU, but encompassing an international team—continues to study the field in Africa, which is the same site that previously revealed the oldest member of the genus Homo and the earliest Oldowan stone tools ever found. Researchers discovered 13 of the Australopithecus teeth in the field that also gave us a Homo jaw, which has been dated to 2.8 million years ago. In a new study on the find, published in the journal Nature, lead author Brian Villmoare wrote that the teeth were found in sediment dated to between 2.6 million and 2.8 million years old. “We know what the teeth and mandible of the earliest Homo look like, but that’s it,” Villmoare wrote. “This emphasizes the critical importance of finding additional fossils to understand the differences between Australopithecus and Homo, and potentially how they were able to overlap in the fossil record at the same location.” The team has been able to date these fossils by analyzing signs of volcanic and tectonic activity, including the presence of feldspar crystal within ash. “We can date the eruptions that were happening on the landscape when they’re deposited,” Christopher Campisano, an ASU geologist, said in a statement. “And we know that these fossils are interbed between those eruptions, so we can date units above and below the fossils. We are dating the volcanic ash of the eruptions that were happening while they were on the landscape.” That volcanic information is important to understanding species of the time, as the landscape changed drastically with each volcanic event. The team’s next step is examining tooth enamel to understand what members of this species was eating. They can then compare their findings about this Australopithecus specimen to what is already known about early Homo species, hoping to determine just how closely linked the two were. “Whenever you have an exciting discovery, if you’re a paleontologist, you always know that you need more information,” Reed said. “You need more fossils. More fossils will help us tell the story of what happened to our ancestors a long time ago.” You Might Also Like The Do’s and Don’ts of Using Painter’s Tape The Best Portable BBQ Grills for Cooking Anywhere Can a Smart Watch Prolong Your Life? View the full article
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開展式でテープカットする新居田玉濤・四国展実行委員長(右端)ら=松山市堀之内の愛媛県美術館南館で2025年8月20日午前10時14分、広瀬晃子撮影 愛媛県美術館南館(松山市堀之内)で20日に開幕した第76回毎日書道展四国展(毎日新聞社、毎日書道会主催、愛媛県、同県教委、松山市、同市教委後援)は、大勢の書道ファンらが初日から訪れ書の世界を堪能した。開展式や作品解説会のほか、受賞者をたたえるレセプションもあり約200人が出席した。 開展式には、毎日書道会役員や四国展関連の書家らが出席。式の後には四国展担当理事の遠藤彊さんと宮本博志さんによる作品解説会があり、来場者が真剣な表情で聴き入っていた。遠藤さんは作品ごとに良い点や改善点を紹介し、紙や墨などの選び方や上達の秘けつを説明。「正しい文字を美しく書くことから始め、それができるようになれば自分の作風で表現していく。最初からいい作品にしようとしないことが大切」などとアドバイスした。宮本さんは、注目する部分を絞るなど作品鑑賞のコツなどを伝授。「余白や(文字の)流れなどテーマを決めて勉強すれば、自分の作品にも良い効果が生まれる」と語った。 Advertisement 会員賞を受賞した八木玉汀さん(左から2人目)と伊藤理恵さん(同3人目)=松山市で2025年8月20日午後1時34分、広瀬晃子撮影 ANAクラウンプラザホテル松山であったレセプションでは、新居田玉濤(ぎょくとう)・四国展実行委員長が「四国展は伝統と歴史がある書道展。先人の思いを引き継ぎながらどのように伝えていくのかが我々の仕事。新たな企画もあるので、一人でも多くの方に見てもらえる展覧会にしたい」とあいさつ。その後、受賞者にレイが贈られ、グランプリにあたる「会員賞」を受賞した八木玉汀さん(63)=愛媛県松前町=と、伊藤理恵さん(68)=松山市=らが登壇。受賞者を代表し、八木さんが「諸先生方への感謝の気持ちでいっぱい。この喜びを励みに、今後も研鑽(けんさん)を重ねたい」と謝辞を述べた。24日までの会期中は、揮毫(きごう)会やワークショップなどが連日開かれる。 毎日書道展は国内最大規模の総合書展。今回は全国から寄せられた約2万6000点から受賞作などが選ばれた。四国で受賞した会員賞2人▽毎日賞8人▽秀作賞8人▽佳作賞17人――らの約700点が展示されている。【広瀬晃子】 View the full article
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文学バー「リズール」の壁一面には古今東西の書籍が並ぶ(ソファーに座るのは経営者、作家の玄月さん)=2025年8月8日、有本忠浩撮影 写真一覧 「(芥川賞作家の)玄月さんは元気だろうか」。すっかり不義理をしていた。かつて、本紙の連載「玄月さんが歩く」で、近畿の「穴場スポット」に同伴し最も膝を交えた作家。久しぶりに彼の営む文学バー「リズール」(大阪市中央区南船場4の11の9、コムズビルB1)を訪ねた。【有本忠浩】 高級ブティック、オフィスが並ぶ御堂筋沿いから少し奥に入った一角。オープンは2011年1月。リズールは作家、辻原登さんが命名し仏語で「読書人」「精読者」の意。 Advertisement 今月上旬の夕暮れ時、扉を開けた。背筋を伸ばし短髪姿のあの頃の玄月さんが迎えてくれた。互いに照れ笑いを浮かべた。約60平方メートルの店内の照明、紙やインクなどが醸すほのかな香り、カウンター奥に並ぶ酒類、壁にしつらえた本棚の5000冊など開店時とほとんど変わらない光景。 この日も古今東西の小説や詩集、辞典類、思想・宗教書、絵画、建築、アート関連書などがページをめくれと呼びかけているかのようだった。 文学バー「リズール」入り口のシンボルマーク・巨大万年筆(玄月さんと友人の作家、吉村萬壱さんのデザイン・製作)=2025年8月8日、有本忠浩撮影 写真一覧 玄月さんに開店時、思いを尋ねたら「本がどっさりあって、酒、会話が楽しめる空間が欲しかった。文学バーを大阪に作りたかった」と言った。背景にかつて東京の文壇バーで作家の故古井由吉さんらが行っていた朗読会に参加し「張り詰めた空気と朗読後の打ち解けた雰囲気に感動した」経験があったよう。 玄月さん。次なる創作の構想を温めながら、今は主に店の経営と大阪芸大文芸学科教授として多忙な日々だ。店では年間を通じ各種イベントを企画。参加者が玄月さんの「お題」に沿った創作文を作り、互いに批評し合う「玄月ゼミ 公開添削演習」(2カ月に1回)▽著名な作家を招き、創作の裏話などを聞く「クリエーターズネスト(創作の巣穴)」(年1回程度、今年は12月に小川洋子さんを予定)▽文学クイズなどを交えた「リズール夏祭り」(今年は8月30日18時からの予定)など。店の営業(月~水曜定休。木・金曜19~24時、土・日曜18~24時)。詳細は電話(06・6282・7260)。 View the full article
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【時報-台北電】今年伴隨政策開放新型ETF上路,目前已有七家投信共發行八檔新型ETF上市,後續還有摩根、台新投信6月底送件申請主動式ETF等待審核,日前ETF龍頭元大投信也送件申請募集主動式ETF,主要鎖定目前最夯的AI產業,命名為「元大全球AI新經濟主動式ETF」,由於元大投信目前已穩坐國內被動式ETF龍頭,未來在主動式ETF的動向備受市場關注,也是繼群益投信後送件的大型投信業者。 根據投信投顧官網揭露,除了目前已掛牌上市的八檔主動式、平衡型ETF,還有台新、摩根投信在6月底分別送件申請主動式台股ETF、海外股票ETF的募集,目前尚待主管機關核准,而市場最關注的元大投信則在8月14日送件申請首次募集「元大全球AI新經濟主動式ETF」,若加上日前核准募集的凱基雙核收息平衡型ETF,預計總共有12檔新型ETF問世,其中主動式台股ETF占一半。 另外,新開放的多資產ETF也慢慢升溫,今年首檔被動式多重資產ETF由凱基投信發行,15日已在櫃買中心掛牌交易,時隔一周又宣布推出第二檔多資產ETF。凱基投信董事長丁紹曾指出,這兩檔多資產ETF都是鎖定退休族群,希望在ETF市場中走不一樣的路。(新聞來源 : 工商時報一陳欣文、孫彬訓/台北報導) View the full article
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【時報-台北電】外媒報導川普政府計畫以補助入股台積電,導致台積電20日以1,135元作收,跌幅4.22%,失守5、10日線及月線。法人認為,四大雲端服務供應商亞馬遜、Alphabet、微軟及Meta看好未來AI商機,上半年合計資本支出達1,715億美元,並同步上修全年合計資本支出達3,500億美元,年增逾4成,台灣半導體產業鏈受惠大,短線逢回即買點。 台新臺灣IC設計動能ETF基金(00947)研究團隊表示,今年以來受惠於生成式AI擴散及終端需求回溫,台灣IC設計族群股價表現相對突出,成為外資與長線資金關注焦點。 隨著企業資本支出投入加大,以及新一代運算架構逐步落地,相關廠商的營收與獲利可望維持強勁動能,也使IC設計成為投資布局半導體產業時最具代表性的板塊。 中信關鍵半導體(00891)經理人張圭則慧指出,美國總統川普日前同意,AI晶片巨頭輝達向大陸供應H20晶片,並且據傳輝達正在為大陸市場開發一款全新的AI晶片,而其性能將超越H20晶片。 除了台積電受惠急單需求之外,更可望能持續為台灣半導體供應鏈帶來龐大的訂單需求,有利透過投資半導體相關ETF,掌握投資良機。 新光投信量化投資團隊分析,全球半導體產業的成長動力來自於生成式AI帶動的商機,包括從雲端伺服器、資料中心、一路蔓延至邊緣裝置等各類應用,正以驚人的速度擴張,預計這股強勁的成長動能,將一直延續到2026年。 機構法人則預估,全球AI手機出貨量的年增率估達115%,世界各地AI手機的滲透率,將從2024年的8%、到2025年37%、2026年直達47%;同樣地,AI NB年增率估達到100%,滲透率也將達45%,到2026年將躍升至78%。(新聞來源 : 工商時報一魏喬怡/台北報導) View the full article
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【時報-台北電】隨美國聯準會9月份降息預期升溫,市場積極鎖定當前相對較高的殖利率,債券市場再度成為資金青睞的焦點。根據基金觀測站統計,7月境外基金整體淨流入達221.6億元,在台規模攀升至4.39兆元,月增3.2%、年增2.7%,其中固定收益基金表現最為亮眼,單月淨流入達305.7億元,在台規模達1.79兆元。 境外基金業者分析,美國經濟數據表現分歧,根據芝加哥交易所FedWatch工具統計,市場預估聯準會至今年底有望降息至少2碼,9月份再次啟動降息機率更高達8成以上。一旦聯準會重啟降息循環,將有利於債市表現,近期市場資金也積極布局高殖利率債券,以爭取資本利得機會。 瀚亞投信表示,儘管聯準會可能再次降息,但幅度有限,整體利率與債息仍維持高檔,短期內不利長期債券價格上漲。建議採取槓鈴式配置策略,結合中短期投資等級債與非投資等級債,兼顧穩健與成長,並透過分批投入方式降低進場時機風險,穩定累積部位。 就殖利率而言,投資等級債目前處於歷史區間中相對高的投資價值水位。利差角度來看,美國投資等級債雖略低於歐洲同類債券,但仍高於其他信用資產,具備相對投資吸引力。換言之,以歷史區間比較,美國投資等級債是目前信用債中最具價值的投資選擇。 富蘭克林坦伯頓精選收益基金經理人桑娜.德賽指出,關稅對於通膨和經濟的衝擊逐漸顯現,多數投資級公司債有較大的經營彈性能夠順應經濟局勢變化,不過儘管投資級公司債殖利率相對具吸引力,但低利差恐不足因應經濟和地緣政治風險,維持側重信用債並且嚴選持債,評估每家公司基本面及面臨不同政策的可能影響,在總體環境不確定下仍有個別企業特殊題材可尋。 另外,美國非投資等級公司體質改善,信評達BB以上占比高於5成,因此即便經濟成長力道轉弱,企業違約風險仍可控,加上殖利率仍處7%以上水準,可彌補潛在風險,預期市場需求穩固、創造有利的供需技術面優勢。(新聞來源 : 工商時報一陳欣文/台北報導) View the full article
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【時報-台北電】市值型ETF投資熱度飆升,最具代表性的元大台灣50(0050)在調降費用率與股價分割後,掀起市場熱潮,今年以來投資人數大增61萬人,平均月增逾7萬人,居冠全台股ETF,熱潮帶動0050連結基金不配息級別,投資人數成長亦領先台股基金,指數投資的穩定性與報酬率可預期性,吸引市場高度青睞。 統計今年以來至8月15日,投資人數增加前五台股ETF,0050以增加61.4萬人、平均月增7.2萬人席捲市場,三檔熱門高股息ETF群益台灣精選高息ETF(00919)、元大高股息(0056)、國泰永續高股息(00878)則分別增加27.1萬、23.3萬、17.7萬人,分佔第二至四名;第五名由元大台灣高息低波(00713)以增加近6.3萬人拿下。 法人分析,0050市值型選股不含人為篩選因素,不會有選股失誤、錯過行情的可能性,且投資上市市值前50大企業,市場趨勢變化會自然反映在成份股權重變化,在持股穩定性以及報酬率可預期性上具有吸引力,自然成為許多投資人存股,或為小孩規劃長期投資的首選。近期投資人開始注意0050還有0050連結基金版本,發行不配息級別與TISA級別。法人指出,0050連結基金主要投資0050,績效與0050高度貼近,提供銀行等銷售機構投資人用來投資0050的管道。 群益00919經理人謝明志表示,高息股因有息收保護,有助抵禦市場波動,故台股高息ETF向來吸引訴求穩健投資之資金前往配置。美國對等關稅措施已陸續揭曉,不過仍須留意是否有變數產生,市場仍可能受到消息面的影響而波動,高股息ETF因可提供股息,又有潛在的價差空間可期,若短線逢回,投資人可分批逢低布局。(新聞來源 : 工商時報一巫其倫/台北報導) View the full article
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Tesla Faces Class Action Over Self-Driving Claims After Judge’s Ruling originally appeared on Autoblog. Tesla drivers who bought the company’s Full Self-Driving (FSD) package between 2016 and 2024 have just been handed a powerful tool: the ability to band together in a class-action lawsuit over claims that Tesla oversold its autonomy tech. A federal judge in California ruled this week that the case can move forward, citing the company’s consistent messaging through its website, blog posts, earnings calls, and Elon Musk’s own pronouncements. For Tesla, it’s not just another legal headache — it’s a direct challenge to the very narrative that has underpinned its growth. A Marketing Dream Turns Into a Legal NightmareJudge Rita Lin found that Tesla’s direct-to-consumer model makes it difficult for the company to argue that drivers weren’t exposed to its self-driving promises. If Musk and Tesla’s official channels told the world “all Teslas have the hardware for full autonomy,” then courts believe a reasonable buyer could have relied on those statements when paying thousands extra for FSD. The distinction mattered. Buyers of Tesla’s Enhanced Autopilot package were excluded from the class, since that system never promised full autonomy. But for FSD, the message was clear: a car that could eventually drive itself. Nearly a decade later, owners are still waiting — just as former Waymo CEO John Krafcik quipped recently, “I’m still waiting”, dismissing Tesla’s much-hyped robotaxi claims. TeslaWhy It Matters Beyond TeslaThe ruling doesn’t decide whether Tesla misled customers — it simply means drivers can pursue that argument together. Yet even this step could reshape how automakers market advanced driver-assist features. Regulators have already scrutinised Autopilot after a string of fatal crashes and “phantom braking” complaints. A class action multiplies the financial and reputational risk. It comes at a precarious time. Tesla is juggling a wave of lawsuits, shareholder unrest, and sliding sales in key markets. In the UK, the company has even halved lease costs on the Model 3 and Model Y after a 60% sales slump, a move that smacks of desperation rather than dominance. The Investor and Consumer AngleTesla’s stock slipped after the ruling, underscoring investor unease that the brand’s most important selling point — future autonomy — could become its biggest liability. If courts decide Tesla knowingly oversold FSD, damages could run into the billions. That’s not just bad news for Musk’s bottom line, but for consumer trust in the EV sector more broadly. Meanwhile, Tesla keeps trying to shift the narrative with fresh product news. The Model Y L, launched this week with a bigger body and unexpected luxury features, was clearly designed to shore up Tesla’s appeal with mainstream buyers. But even plush new seats won’t distract regulators or judges if FSD turns into a courtroom millstone. GettyThe Road AheadTesla’s courtroom battles are colliding with its future promises. The class action will probe whether “Full Self-Driving” was aspirational branding or outright deception. If the courts side with drivers, it won’t just be Tesla that feels the heat. Every automaker marketing “semi-autonomous” features may need to rethink how far they stretch the truth. For drivers, the lesson is simple: the gap between what’s promised and what’s delivered can be vast — and now, for the first time, a judge is saying Tesla owners deserve the chance to fight back together. Tesla Faces Class Action Over Self-Driving Claims After Judge’s Ruling first appeared on Autoblog on Aug 20, 2025 This story was originally reported by Autoblog on Aug 20, 2025, where it first appeared. View the full article
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Nissan’s Latest Nismo SUV Isn’t Coming Here — But Would You Even Want It? originally appeared on Autoblog. Nissan is preparing to launch another SUV under its Nismo performance banner, but this one might leave buyers wanting more. The X-Trail Nismo, set to debut in Japan on August 21, brings sharp looks and a few chassis tweaks, but not the kind of firepower usually expected from the Nismo name. Since the X-Trail is the overseas counterpart to the Nissan Rogue, American buyers won’t see this one, which might be for the better. A Meaner Look Without The MuscleNismo has been expanding into Nissan's SUV lineup, most recently with the Armada, and now with the X-Trail. According to Creative Trend, you can expect a sportier front end with a massive splitter with complementary side skirts, a redesigned rear bumper, flared wheel arches, and plenty of red accents. It will ride on 20-inch Enkei alloys wrapped in Michelin rubber, with six colors available, including some two-tone options. At the end of the day, this is more of an appearance package than anything else. Same Power, Subtle TweaksNissanDespite the badge, the X-Trail Nismo keeps the same 211-hp e-Power hybrid system as the standard model. That setup pairs a 1.5-liter turbocharged engine with dual electric motors, good for a respectable but unchanged 0 to 60 mph time of around 7 seconds. Instead of added horsepower, Nissan has focused on smaller refinements: firmer suspension, recalibrated steering, and tweaks to the e-4ORCE all-wheel-drive system. These adjustments should make it sharper in corners, but don’t expect it to transform the SUV into a performance machine. What About The US?2025 Nissan RogueNissanFor now, Nissan hasn’t confirmed whether the Rogue will ever get a Nismo variant. But even if it did, it’s hard to imagine much demand for an SUV that looks like a racer but can barely hold its own against a Toyota Prius. Compare it to the Nissan Z Nismo, a car that backs its aggressive styling with real upgrades under the hood, and the X-Trail Nismo feels more like a 16-year-old upbadging his first car. Reports suggest the next-generation Rogue, due in 2026, might get its own Nismo trim. If that happens, let’s hope Nissan gives it a treatment that lives up to the badge. Nissan’s Latest Nismo SUV Isn’t Coming Here — But Would You Even Want It? first appeared on Autoblog on Aug 20, 2025 This story was originally reported by Autoblog on Aug 20, 2025, where it first appeared. View the full article
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Volkswagen Unveils Tantalizing 2025 Atlas Cross Sport Lease Deal for August originally appeared on Autoblog. Chopping the roof means adding styleCoupe SUVs are hot right now, and many of the premium brands are doing it. Porsche, BMW, Mercedes-Benz, Genesis, and Audi all build a slant-roofed version of their venerable SUVs. Then there’s the more affordable Atlas Cross Sport. Having debuted in 2020, the Atlas Cross Sport was meant to be more stylish than its larger sibling. It's shorter and lower than the Atlas, sacrificing the third row in the process, while gaining a bit more second-row legroom. The racier-looking Atlas Cross Sport might not add any power, but its presence is noticeably different, leaning more towards edginess than the family-friendliness of the Atlas. The same refreshed grille, headlights, and taillights on the regular Atlas were also applied to the Cross Sport in 2024, and it also receives a standard 12-inch infotainment touchscreen, a bump up from the 2023 model with a standard 8-inch version. The Atlas Cross Sport offers the same powertrain as the regular Atlas: a turbocharged 2.0-liter four-cylinder engine that produces 269 horsepower and 273 lb-ft of torque, paired with an eight-speed automatic transmission. Front-wheel drive is standard, with Volkswagen’s 4Motion all-wheel-drive system being optional. The Atlas Cross Sport competes with the Jeep Grand Cherokee, Honda Passport, and the Hyundai Santa Fe, but Volkswagen’s August lease deal on the Atlas Cross Sport makes it a more attractive option. 2025 Volkswagen Atlas Cross Sport lease deal for AugustVolkswagen is offering an attractive lease special this month. The 2025 Atlas Cross Sport SE Tech can be leased for $429/month for 36 months with $0 security deposit and $4,999 due at signing. Taxes, title, license, dealer fees, and options are not included. The lease includes a mileage allowance of 10,000 miles per year (30,000 miles total for the term) and a disposition fee of $395 at lease end. This advertised lease deal is available in major metro areas such as Chicago, New York, and Los Angeles, and it runs through September 2, 2025. Learn more here. 2025 Volkswagen Atlas Cross Sport SE tech highlightsThe 2025 Atlas Cross Sport SE's standard features include 20-inch machined alloy wheels, exterior illuminated emblems, automatic LED adaptive front headlights with dynamic cornering lights, LED taillights, LED daytime running lights, heated side mirrors, hands-free power liftgate, automatic dimming rearview mirror, heated/ventilated front seats, 8-way power-adjustable driver’s seat perforated leatherette seating surfaces, dual-zone automatic climate control, remote engine start, high beam control, park distance control (front and rear), a 12-inch infotainment touchscreen, a configurable instrument cluster, Apple CarPlay and Android Auto, wireless device charging, a 6-speaker sound system, and remote keyless access with push-button start. Just like its sibling, the Atlas Cross Sport has a robust set of standard safety tech, with features such as adaptive cruise control, lane keeping assist, blind-spot monitoring, rear cross-traffic alert, forward collision warning with autonomous emergency braking and pedestrian/cyclist detection, lane change side assist, and an exit warning system. The Cross Sport loses some interior volume in exchange for racier styling, but still provides comfortable seating for up to five passengers. The second row has 40.4 inches of legroom, almost three inches more than the Atlas’s 37.6 inches. Headroom in the back measures 37.8, while the Atlas has 40.4. Cargo capacity measures 40.3 cubic feet behind the second row, expanding to 77.6 cubic feet with rear seats folded flat. Final thoughtsThe 2025 Volkswagen Atlas Cross Sport loses some space to its bigger brother, but it offers a new level of affordable SUV style thanks to its lower roofline and slanted greenhouse. For those who don’t need the extra row or the additional cargo capacity, the Atlas Cross Sport will draw just the right amount of attention. The August lease deal makes the Atlas Cross Sport even more appealing than it already is. Be sure to review the fine print of any lease contract before signing, as additional costs such as taxes, registration, and dealer fees can vary by location. *Disclaimer: This article is provided for informational purposes only. The information presented herein is based on manufacturer-provided lease offer information, which is subject to frequent change and may vary based on location, creditworthiness, and other factors. We are not a party to any lease agreements and assume no liability for the terms, conditions, availability, or accuracy of any lease offers mentioned. All terms, including but not limited to pricing, mileage allowances, and residual values, require direct verification with an authorized local OEM dealership. This article does not constitute financial advice or an endorsement of any particular lease or vehicle. Volkswagen Unveils Tantalizing 2025 Atlas Cross Sport Lease Deal for August first appeared on Autoblog on Aug 20, 2025 This story was originally reported by Autoblog on Aug 20, 2025, where it first appeared. View the full article
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You’ve probably seen people before create their own fake cop car to irk the police, thinking it’s a funny thing to do. But a teenager who had one of the better looking versions we’ve seen, transforming a Ford Explorer into what looks like a pretty convincing police cruiser, was busted for allegedly impersonating law enforcement. Watch a fleeing C8 Corvette absolutely roast police. The bust went down in Eau Claire, Wisconsin back on June 1. Police already knew about the replica cop car, however it’s technically not illegal to own a black-and-white vehicle that looks like a cruiser. But the teen made a mistake, allegedly switching on the red and blue lights before making an illegal U-turn. Someone called that in and police soon arrived to ask the guy some questions and figure out if he broke the law. When asked about the emergency lights on the vehicle, the suspect claims that they’re always disconnected, except when the Ford is on private property. That’s a correct answer, if he’s telling the truth, because displaying red and blue lights on a vehicle in Wisconsin is against the law since it’s considered impersonation of law enforcement. Clearly not ready to take the kid at his word, the first officer on the scene asks if he’ll show how the lights are disconnected. That’s when you see the Explorer not only has exterior markings, push bar, wheels, and other details that make it look incredibly close to a cop car, the interior is just as convincing, if not more. But as the officer asks questions about control in the cabin, the teen gets nervous about a specific switch, saying he doesn’t want to flip it. As the officer presses to know why, the guy admits it will turn on the red and blue lights, the very ones he claimed were disconnected. Why were the lights connected as the Ford was on the road? Supposedly because some of the teen’s buddies sitting on the sidewalk wanted to see them turn on. That’s when the officer drops a big bomb on this kid: the city has cameras on that stretch of road, since it’s a popular hangout spot on the weekends. In other words, he’s about to pull the footage and see if the person who called claiming the Explorer had red and blue flashing lights was lying or the teen suspect is. Ultimately, the teen picked up a felony impersonating a peace officer charge and a misdemeanor for disorderly conduct. We know some people think it’s funny to drive prank cop cars they think don’t look real, but you’re running a dangerous and unnecessary risk doing it. Image via Code Blue Cam/YouTube Join our Newsletter, subscribe to our YouTube page, and follow us on Facebook. View the full article
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BMW Sweetens 2026 4 Series Lease Offers for August originally appeared on Autoblog. A stylish deal for a refined coupeThe BMW 4 Series has long stood as the brand’s statement coupe, blending everyday usability with head-turning style and a sporty drive. Since its debut a decade ago as a spinoff from the 3 Series, the 4 Series has developed its own identity. The latest model emphasizes BMW’s bold design language, a technology-rich interior, and a chassis tuned to balance comfort and performance. With rivals like the Audi A5 and Mercedes-Benz C-Class Coupe competing for attention, BMW is putting extra weight behind the 4 Series this August with lease deals that could sway shoppers. August lease offers make it even more temptingThis month, BMW is offering attractive lease terms on the 2026 430i Coupe. Drivers can get behind the wheel for $669 per month for 39 months with $5,169 due at signing. Those who want the added security of all-wheel drive can opt for the 430i xDrive Coupe, which leases for $689 per month on the same term, with $5,429 due at signing. BMW 4 SeriesBMWQualified buyers can also take advantage of a loyalty credit worth up to $1,000, sweetening the deal further for returning BMW customers. Taxes, title, and fees are extra, but the offers are competitive for a premium coupe in this segment. The 2026 model builds on BMW’s formulaFor 2026, the 4 Series Coupe carries forward its bold styling with the large vertical kidney grille, sleek LED lighting, and available M Sport enhancements that add visual drama. BMW 4 SeriesBMWInside, the cabin remains a highlight, featuring the BMW Curved Display that merges a 12.3-inch digital instrument cluster with a 14.9-inch central screen running BMW’s latest iDrive 8.5 software. Wireless Apple CarPlay and Android Auto are standard, along with upscale materials and supportive sport seats. The result is a coupe that feels thoroughly modern while still being driver-focused. Why the 4 Series makes sense in 2025Under the hood, the 430i’s turbocharged 2.0-liter four-cylinder produces 255 horsepower, paired with an eight-speed automatic transmission. Rear-wheel drive comes standard, while xDrive adds all-weather traction. BMW 4 SeriesBMWWhile it isn’t a full-blown M car, the 430i delivers plenty of fun thanks to precise steering, a balanced chassis, and quick acceleration. At the same time, its comfortable ride and practical rear seats make it easier to live with day to day compared to some coupes. BMW’s wide dealer network and reputation for engineering add to its appeal. Final thoughtsThe luxury coupe segment may be shrinking, but the BMW 4 Series continues to stand out as a stylish, well-rounded choice. With BMW’s August lease offers, it’s now even more accessible to drivers who want a premium two-door that doesn’t compromise on comfort or technology. For those eyeing a blend of performance and prestige, this month might be the right time to see if the 4 Series fits the bill. *Disclaimer: This article is provided for informational purposes only. The information presented herein is based on manufacturer-provided lease offer information, which is subject to frequent change and may vary based on location, creditworthiness, and other factors. We are not a party to any lease agreements and assume no liability for the terms, conditions, availability, or accuracy of any lease offers mentioned. All terms, including but not limited to pricing, mileage allowances, and residual values, require direct verification with an authorized local OEM dealership. This article does not constitute financial advice or an endorsement of any particular lease or vehicle. BMW Sweetens 2026 4 Series Lease Offers for August first appeared on Autoblog on Aug 20, 2025 This story was originally reported by Autoblog on Aug 20, 2025, where it first appeared. View the full article
