2025 年 10 月 31 日｜HOT 基礎英文新聞｜S1 EP87
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第一則：降息激勵市場！AI 概念股全面起漲
美國聯準會於10月30日宣布降息 1 碼，激勵市場信心，台股早盤強勢上攻再創新高。權值股如台積電、鴻海、廣達及聯發科同步走揚，帶動買氣升溫。
分析指出，本波漲勢除受降息帶動外，亦與輝達執行長黃仁勳於 GTC 演講中宣布入股 Nokia、推動量子運算整合及看好晶片前景有關，進一步引燃 AI 概念股熱潮，加上川習會登場緩解地緣風險，雙重利多推升多頭延續。
Markets Surge After Rate Cut! AI Stocks Lead the Rally
The Fed announced a quarter-point rate cut on October 30, boosting market confidence. Taiwan’s stock market rose sharply in early trading to reach a new high. Major stocks such as TSMC, Foxconn, Quanta Computer, and MediaTek also gained, driving strong buying momentum.
Analysts said the recent market rally was driven not only by the Fed’s rate cut but also by NVIDIA CEO Jensen Huang’s GTC keynote, where he announced an investment in Nokia, promoted quantum computing integration, and showed optimism about the chip industry. The news boosted AI stocks, and with easing geopolitical risks after the Trump-Xi meeting, the bullish momentum continued.
第二則：輝達進駐北士科！台北打造AI核心基地
輝達確定將在北投士林科技園區T17、T18基地設立台灣總部。台北市長蔣萬安日前宣布已與輝達透過視訊會議敲定進駐計畫，目標在明年6月前完成簽約，新光人壽也已同意與北市府合意解約原地上權契約。
國民黨議員表示，北市將成為AI產業研發之都，並指出北士科尚有三塊基地，有望吸引台積電、聯發科及廣達等企業進駐，北市府期望藉此打造台北成為AI半導體產業的核心據點。
NVIDIA Moves into Beitou Shilin Tech Park! Taipei Builds Its AI Powerhouse
NVIDIA has confirmed plans to set up its Taiwan headquarters at the T17 and T18 sites in the Beitou Shilin Technology Park. Taipei Mayor Chiang Wan-an said the city finalized the plan with NVIDIA through a video meeting and aims to complete the contract signing by June next year. Shin Kong Life Insurance has agreed to end its original land lease with the Taipei City Government.
Kuomintang councilors said Taipei is set to become a hub for AI research and development. They noted that three more sites in the Beitou Shilin Technology Park could attract companies such as TSMC, MediaTek, and Quanta Computer. The city government aims to make Taipei a major center for the AI Powerhouse.
第三則：川習會後重大突破！雙方達多項共識
美國總統川普於10月30日結束與中國國家主席習近平的會談後，稱雙方在多項議題上達成極佳共識。
川普宣布，美國將把對中國的「芬太尼相關」關稅降至 10%，整體關稅則從 57% 下調至 47%，以回應中方承諾加強管控前驅化學品，他也透露，雙方有討論輝達晶片，但未涉及最先進的 Blackwell 晶片，並將於明年4月訪問中國，被問及是否談到台灣議題，川普明確回應沒有談到。
Major Breakthrough After Trump-Xi Meeting! Both Sides Reach Key Agreements
After his meeting with Chinese President Xi Jinping on October 30, U.S. President Donald Trump said the two sides reached strong agreement on several issues.
Trump announced that the U.S. will cut fentanyl tariffs on China to 10% and lower overall tariffs from 57% to 47% in response to China’s pledge to tighten control over precursor chemicals. He said the talks also covered NVIDIA chips but not the newest Blackwell models. Trump added that he plans to visit China in April next year. When asked about Taiwan, he said the topic was not discussed.
第四則：幸福關鍵不是錢！哈蒙德揭快樂真相
暢銷作家哈蒙德在研究六位億萬富翁後，意外發現沒有人比他月領 3 萬元台幣退休金的祖母更快樂，而秘訣在於「擁有的很少，但想要的更少」。
哈蒙德指出，真正的富足來自低期望值帶來的心理財富，與其追求更多財富，不如降低欲望來掌握幸福，而幸福的關鍵不在生活方式，而是能在當下說「這樣就夠了」，才是最富有的人。
Money Isn’t the Key to Happiness! Housel Reveals the Truth Behind Joy
After studying six billionaires, bestselling author Morgan Housel unexpectedly discovered that none were happier than his grandmother, who received a monthly pension of NT$30,000, and her secret was “having very little but wanting even less.”
Housel said true wealth comes from the mental richness created by low expectations. Instead of chasing more money, people can find happiness by wanting less. The key to happiness is not a certain lifestyle, but being able to say “This is enough” in the present moment.
第五則：Color Walk 是什麼？歐美流行紓壓新選擇
歐美近期爆紅的「Color Walk」是一種以顏色為主題的城市探索活動，參與者會先選定一種顏色，並在散步過程中專注尋找與主題色相關的事物。
這項概念源自 1960 年代美國藝術家威廉·柏洛茲，近年因 TikTok 等社群平台掀起熱潮，能幫助提升專注力、舒緩壓力，並重新發現生活的美好，成為最受歡迎的紓壓方式之一。
What Is “Color Walk”? The Relaxing Trend Taking Europe and the U.S. by Storm
The “Color Walk,” now trending in Europe and the U.S., is a color-themed city walk activity where people choose a color and look for things in that color during their walk.
The concept originated with American artist William Seward Burroughs in the 1960s and has recently surged on platforms like TikTok. It helps improve focus, relieve stress, and rediscover everyday beauty, making it one of the most popular stress-relief methods.
Let’s wrap up today’s episode. We’ve learned about some important events happening around the world.
The Fed’s rate cut and positive AI news from NVIDIA lifted market confidence, sending Taiwan’s stocks to record highs amid easing geopolitical tensions.
NVIDIA will build its Taiwan headquarters in Taipei’s Beitou Shilin Technology Park, marking a key step toward the city’s goal of becoming a major AI development hub.
After meeting with Xi Jinping, Trump announced tariff cuts on China and confirmed plans to visit Beijing next April, signaling progress in U.S.-China relations while noting Taiwan was not discussed.
Morgan Housel found that true wealth lies not in money but in the mindset of wanting less, showing that happiness grows from low expectations and gratitude.
The “Color Walk,” a color-themed walking trend first introduced in the 1960s, has gone viral on TikTok as a simple way to relax, focus, and enjoy everyday life.
In the next episode, we will together explore the recent hot news with you in the morning. Don’t forget to come back. Have a nice day and hear me next time. Bye.
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