
東陽股東會:配發現金股利5元,看好下半年接單表現
汽車零組件廠東陽(1319)召開股東會,決議配發現金股利5元。公司表示,隨著銷美關稅政策拍板及中東戰事有望平息,市場不確定因素消除,預期下半年接單表現將回穩。

汽車零組件廠東陽(1319)召開股東會,決議配發現金股利5元。公司表示,隨著銷美關稅政策拍板及中東戰事有望平息,市場不確定因素消除,預期下半年接單表現將回穩。

國際油價因美伊戰事趨緩而下滑,經濟部長龔明鑫表示,國內油價將「適度反映」國際趨勢。中油油價已連續11週凍漲,本週汽、柴油價格維持不調整。

中油公司表示,中東戰事趨緩,國內石油庫存量處於高水位。若荷姆茲海峽開放,7、8月將指定灣內裝港以獲取多樣化原油。若美伊簽署和平協議,預計9月初起陸續有卡達LNG貨氣抵台。

國內半導體ETF受益人數創新高,截至6/12達36.6萬人。中東戰事趨緩,激勵台股走強,資金湧入AI概念股,特別是記憶體、IC設計等供應鏈,預期AI基礎設施投資浪潮將持續推動半導體股價上漲。

日本央行將基準利率上調25個基點至1.0%,為1995年以來最高。此舉旨在應對中東戰爭引發的通膨壓力及日圓貶值問題,此前日本政府已花費鉅資干預匯市。

中東戰事升溫,但歐美股市今天仍走揚,國際油價波動不定。投資人關注美國與歐洲利率動向,以及通膨持續走升的影響。

美國副總統范斯在CBS專訪中表示,美國與以色列總理納坦雅胡在中東戰事上存在歧見,並直言納坦雅胡「有些事情確實錯了」,但拒絕具體說明。他強調,當雙方利益分歧時,美國必須優先考量自身利益。

The US is shifting Taiwan's military focus from large traditional weapons to "porcupine" asymmetric warfare systems like air defense missiles and drones. This strategy aims to deter China by significantly increasing the cost and uncertainty of a potential landing, rather than providing offensive capabilities. Beijing's strong opposition highlights its anxiety over Taiwan's enhanced deterrence.

India is expanding its tax exemption to gasoline containing 22% to 30% ethanol, aiming to reduce its heavy reliance on imported crude oil amid ongoing Middle East conflicts and disruptions to key shipping routes like the Strait of Hormuz. This move supports the government's strategy to enhance energy security, promote cleaner energy, and boost farmer incomes.

Taiwan's Ministry of Environment has launched the "Bag to Bag Transmission" initiative, encouraging businesses to donate clean, used paper and canvas bags. Over 100 companies have responded, supplying 100,000 bags for reuse in retail outlets, aiming to reduce plastic waste.

受中東戰事導致荷莫茲海峽封鎖、全球能源短缺影響,航空燃料價格大幅上漲。印度航空與靛藍航空宣布自6月1日起減少國內線航班,為期三個月,以降低虧損。

受中東戰事影響,印度汽油、柴油價格在不到兩週內已四度調漲。分析師擔心,運輸物流成本增加將推升食品與民生必需品價格,加劇民眾經濟負擔。

Taiwan's economic growth forecast for 2026 is projected at 7.56% by CIER and 7.22% by TIER. Experts cite the potential end of the Middle East conflict and continued AI investment as drivers for upward revision, while acknowledging global economic uncertainties.

美國總統川普表示不急與伊朗達成協議,強調時間站在美方這邊。以色列總理尼坦雅胡與川普一致認為,協議必須徹底消除伊朗核威脅。國際油價應聲下跌,因市場樂觀看待和談進展。

美國國務卿盧比歐表示,美伊核協議不可能在72小時內達成,但伊朗需立即重開荷莫茲海峽。他指出,已有7至8個中東國家支持此方案,並稱川普傾向透過外交解決問題。

美國國務卿盧比歐表示,美伊協議獲得部分中東國家支持,但核問題談判複雜,不可能在72小時內達成。他強調伊朗須先重開荷莫茲海峽,才能就核武議題展開嚴肅談判。

以色列總理尼坦雅胡表示,他與美國總統川普一致認為,任何與伊朗達成的最終協議必須徹底消除其核威脅,包括拆除鈾濃縮設施並移除濃縮核材料。川普則在社群媒體上表示,談判正有序進行,封鎖措施將維持效力直到協議簽署。

US President Donald Trump stated on his social media platform, Truth Social, that he has instructed US negotiators not to rush into a deal with Iran, emphasizing that "time is on our side." He also confirmed that sanctions will remain in place until an agreement is finalized.

US President Donald Trump stated on his social media platform that he has told American negotiators not to rush into a deal with Iran, emphasizing that "time is on our side." Sanctions will remain in place until an agreement is finalized. This statement comes after Trump had previously suggested a deal to end Middle East conflict was "almost done."

美國國務卿盧比歐表示,美伊可能於今日宣布達成結束中東戰事的協議。歐盟執委會主席范德賴恩與英國首相施凱爾對此進展表示歡迎,並強調需要一項能降溫衝突、開放荷莫茲海峽及保障航行自由的協議。

美軍在中東戰事中消耗大量彈藥,導致日本採購的400枚戰斧巡弋飛彈交付時程延宕最多2年。此舉將影響日本建構反擊能力及第一島鏈的威懾計畫,海上自衛隊的神盾艦部署與安保計畫面臨修正。

US Secretary of State Marco Rubio, visiting India, suggested that positive news regarding a potential agreement to end Middle East conflicts involving Iran might be announced soon. The deal aims to address concerns about the Strait of Hormuz and Iran's nuclear program.

US arms sales to Taiwan are delayed due to depleted US ammunition stocks from Middle East conflicts and ongoing US-China discussions. Congress is pushing to approve a $14 billion arms package to reaffirm commitment to Taiwan's defense.

受中東戰事影響,印度油價連漲3波。德里汽油漲至每公升99.51盧比,柴油92.49盧比。此舉將推升運輸及生活必需品價格,並加劇印度原油進口依賴及盧比貶值壓力。