{"schema":"hottub-news/list/v1","item_schema":"hottub-news/item/v1","count":5,"sponsored":0,"items":[{"id":"n_xvaq42cqqyy5mcwdtxlq","seq":1776377,"kind":"article","title":"Quanta suspends HP supply for a week to press for higher NB prices","url":"https://www.digitimes.com/news/a20261005PD212/quanta-hp-price-odm-2026.html","published":"2026-10-05T06:37:08Z","seen":"2026-10-05T06:37:08Z","lang":"en","source":{"id":"digitimes.com","name":"digitimes.com","domain":"digitimes.com"},"via":"gdelt-gkg-english","topics":["economy"],"entities":[{"id":"Q46344","name":"quantum","type":"org"},{"id":"Q1177","name":"Himachal Pradesh","type":"org"}],"story":"st_xvaq42cqqyy5mcwdtxlq","category":"economy-business","category_p":0.63,"category2":"science-technology","sentiment":"negative","tone":-0.47,"political":0.08},{"id":"n_v4am5cwb7rjcw3ineazq","seq":1738817,"kind":"article","title":"廣達槓上筆電大客戶 AI伺服器撐腰停工7天","title_en":"Quanta halts laptop production for major client, AI servers support strike for 7 days","url":"https://www.peoplenews.tw/articles/economic-news/59203","summary":"筆電零組件成本上漲，讓廣達槓上大…","published":"2026-10-04T22:30:00Z","seen":"2026-10-05T00:41:23Z","lang":"zh","country":"TW","source":{"id":"kite-peoplenews-tw-6888be","name":"peoplenews.tw","domain":"peoplenews.tw","outlet":{"wikidata":"Q20688689","name":"Taiwan People News","type":"newspaper","country":"TW","designations":["news media","newspaper","website"]}},"via":"kite-peoplenews-tw-6888be","topics":["財經時事","頭條","ai伺服器","hp","ｎｂ","停工","廣達","惠普"],"authors":["江 星翰"],"entities":[{"id":"Q46344","name":"quantum","type":"org"}],"story":"st_v4am5cwb7rjcw3ineazq","category":"science-technology","category_p":0.53,"category2":"economy-business","sentiment":"negative","tone":-0.43,"political":0.05},{"id":"n_5vyiszxslaxkm643wujq","seq":1450308,"kind":"article","title":"Cramer's lightning round: Quanta is a data center play worth buying","url":"https://www.cnbc.com/2026/10/02/cramers-lightning-round-quanta-is-a-data-center-play-worth-buying.html","published":"2026-10-02T22:52:00Z","seen":"2026-10-02T23:54:49Z","lang":"en","source":{"id":"cnbc.com","name":"cnbc.com","domain":"cnbc.com","outlet":{"wikidata":"Q1023912","name":"CNBC","type":"website","country":"US","designations":["business channel","cable channel","news website","specialty channel"]}},"via":"gdelt-gkg-english","topics":["economy","business","politics"],"authors":["Kevin Stankiewicz"],"entities":[{"id":"Q46344","name":"quantum","type":"org"}],"story":"st_5vyiszxslaxkm643wujq","category":"science-technology","category_p":0.53,"category2":"economy-business","sentiment":"positive","tone":0.36,"political":0.01},{"id":"n_aurlamawicvjfa6pewwq","seq":1285711,"kind":"article","title":"友達衝16年新高、比群創更有戲？ 專家揭雙虎行情：別誤判「面板股復甦」","title_en":"AU Optronics reaches a 16-year high, more exciting than Quanta? Experts reveal the situation of the two giants: don't misjudge the 'panel stock recovery'","url":"https://tw.news.yahoo.com/%E5%8F%8B%E9%81%94%E8%A1%9D16%E5%B9%B4%E6%96%B0%E9%AB%98-%E6%AF%94%E7%BE%A4%E5%89%B5%E6%9B%B4%E6%9C%89%E6%88%B2-%E5%B0%88%E5%AE%B6%E6%8F%AD%E9%9B%99%E8%99%8E%E8%A1%8C%E6%83%85-%E5%88%A5%E8%AA%A4%E5%88%A4-%E9%9D%A2%E6%9D%BF%E8%82%A1%E5%BE%A9%E7%94%A6-062730819.html","summary":"[Newtalk新聞] 「面板雙虎」近期再度成台股焦點，友達（2409）股價自 9 月中旬一路狂飆，繼 9 月底攻上睽違 16 年高點後，今（2）日盤中最高再衝上 40.85 元，續創 2010 年以來新高；群創（3481）在中秋假期過後也出現一波拉抬。究竟這波雙虎在漲什麼？友達又是否有機會追上、甚至超車群創？ 對此，前基金經理人、鈞弘資本執行長沈萬鈞在《鈔錢部署》節目中指出，這波友達、群創股價走強，市場真正追捧的恐怕並非傳統電視、手機面板漲價，而是背後的「半導體先進封裝」題材。 「一個產業、兩個世界」 友達漲的不是面板？ 沈萬鈞形容，目前面板產業是「一個產業、兩個世界」。中國...","published":"2026-10-02T06:50:17Z","seen":"2026-10-02T07:06:32Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q300120","name":"AUO Corporation","type":"org"},{"id":"Q46344","name":"quantum","type":"org"}],"story":"st_aurlamawicvjfa6pewwq","category":"economy-business","category_p":0.79,"sentiment":"neutral","tone":0.15,"political":0.02},{"id":"n_eekyt5kqukwdu3tnimqq","seq":1237292,"kind":"article","title":"獨家／廣達竟對惠普「斷線」一週！筆電代工龍頭護利潤硬碰最大客戶","title_en":"Exclusive/Quanta cut off HP for a week! Notebook manufacturing leader hits hard against its largest client","url":"https://www.mirrordaily.news/story/89127","summary":"今年筆電成本瘋漲，不只品牌廠大傷腦筋，代工廠同樣承受巨大的壓力，面對戴爾與雙A皆願意共體時艱、調高代工價格，惠普卻堅持不讓步，據了解，廣達為了捍衛合理利潤不得不祭出鐵腕，副董事長梁次震9月罕見下令對最大客戶惠普全面停工、約一週後才恢復供貨，破釜沈舟的決心震撼整個業界。 對此廣達表示，不對單一客戶作回應。","published":"2026-10-01T23:00:00Z","seen":"2026-10-01T23:43:49Z","lang":"zh","country":"TW","source":{"id":"kite-mirrordaily-news-021b31","name":"mirrordaily.news","domain":"mirrordaily.news"},"via":"kite-mirrordaily-news-021b31","authors":["吳筱雯"],"entities":[{"id":"Q46344","name":"quantum","type":"org"},{"id":"Q1177","name":"Himachal Pradesh","type":"org"}],"story":"st_eekyt5kqukwdu3tnimqq","category":"economy-business","category_p":0.79,"sentiment":"negative","tone":-0.3,"political":0.07}]}