2025 年 12 月 1 日｜HOT 基礎英文新聞｜S1 EP116
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第一則：高市早苗再談台灣地位 北京強烈反擊
日本首相高市早苗於11月26日的黨魁辯論中表示，日本沒有立場認定台灣的法律地位，並強調日台維持非政府間的實務關係，此言論引發中國不滿。
中國外交部發言人反批高市早苗不思悔改，並重申台灣是中國領土。中國指出，《中日聯合聲明》已確認日本理解並尊重中國立場，並指控她忽略《開羅宣言》和《波茨坦公告》，挑戰戰後秩序。
Sanae Takaichi Talks About Taiwan’s Status Again, Beijing Strongly Hits Back
Japanese Prime Minister Sanae Takaichi said in the party leaders’ debate on November 26 that Japan has no position to decide Taiwan’s legal status, and she stressed that Japan and Taiwan keep a non-governmental working relationship. This comment caused strong dissatisfaction from China.
A spokesperson from China’s Ministry of Foreign Affairs criticized Sanae Takaichi for being unrepentant, and restated that Taiwan is China’s territory. China said that the “Joint Statement of the People’s Republic of China and Japan” already shows Japan understands and respects China’s position, and accused her of ignoring the “Cairo Declaration” and the “Potsdam Declaration”, which challenge the post-war order.
第二則：南亞科連爆違約交割 兩日衝破七千萬
南亞科於11月27日再度爆出違約交割，金額高達4,386萬元，並加上11月25日的2,646萬元，本週累計已達7,032萬元。法人表示，南亞科近期股價劇烈震盪，加上融資快速增加，使部分短線資金調度不及而出現違約。
雖然違約頻傳，南亞科股價仍上漲約1%，顯示市場對記憶體族群基本面依然有信心。法人提醒，投資人若過度追高，違約風險恐持續升溫。
Nanya Technology Corporation Reports More Default Settlements, Total Exceeds NT$70 Million in Two Days
Nanya Technology Corporation reported another default settlement on November 27, with an amount of NT$43.86 million, and together with the NT$26.46 million on November 25, the total for this week has reached NT$70.32 million. Analysts said NTC’s recent stock price has shown sharp swings, and the fast rise in margin trading caused some short-term investors to face funding problems and fail to settle their trades.
Although default settlements happened again, NTC’s stock price still rose about 1%, showing that the market still has confidence in the memory sector. Analysts reminded investors that if they chase rising prices too aggressively, the risk of failed settlements may continue to increase.
第三則：黃仁勳低調訪台 傳將會晤張忠謀與鴻海
輝達執行長黃仁勳低調返台，引發產業高度關注。黃仁勳先在四平街商圈現身，並與家人在餐館用餐，十分親民。市場關注他此行是否與台積電及供應鏈布局有關。
外界傳出他拜訪台積電創辦人張忠謀，並與鴻海會面。專家表示，AI 推動全球算力競賽，使台系供應鏈的重要性持續上升，輝達與台廠的合作深度將可能進一步提高。
Jensen Huang Visits Taiwan Quietly, Reports Say He Will Meet Morris Chang and Foxconn
NVIDIA CEO Jensen Huang returned to Taiwan quietly, and his visit drew strong attention from the industry. Jensen Huang first appeared in the Siping Sun Square, and he ate at a restaurant with his family, showing a friendly image. The market is watching whether his trip is related to TSMC and the supply-chain layout.
Reports said he visited TSMC founder Morris Chang and met Foxconn. Experts said AI is driving the global computing-power competition, which is making the Taiwanese supply chain even more important, and the cooperation between NVIDIA and Taiwanese companies may become deeper.
第四則：情緒紅利時代 消費者的感覺比CP值更重要
產業專家指出，產品功能已不再是關鍵差異，情緒價值正成為新一代消費的主導力量。當玩具巨頭孩之寶銷售下滑時，Jellycat卻因帶來情感連結而快速成長。
專家表示，消費者希望產品能被認同、被療癒或被理解，而不只是追求 CP 值。品牌若能掌握消費者的深層動機，就能在高度同質化的市場中脫穎而出。
The Era of Emotional Value, Feelings Matter More Than Cost-Performance
Industry experts point out that product function is no longer the key difference, and emotional value has become the main force in the new generation of consumption. When toy giant Hasbro’s sales fell, Jellycat grew quickly because it created emotional connection for consumers.
Experts say that consumers want products that make them feel understood, comforted, or recognized, and not just items with good cost-performance. When brands can understand the deep motivations of consumers, they can stand out in a highly similar and competitive market.
第五則：中國整肅「負能量」內容 民眾情緒出口遭限縮
中國網信辦啟動「清朗」行動，要求平台下架被認定為「渲染悲觀、挑動情緒」的貼文，從網紅到一般用戶都受影響，許多創作者的帳號遭移除，引發國際關注。
學者指出，中國政府可能藉整頓輿論提振信心，但若民眾缺乏情緒出口，長期壓抑恐傷害心理健康。外界擔心，清查「負能量」的做法將進一步壓縮真實聲音。
China Cracks Down on “Negative Energy” Content, Limiting Public Emotional Outlets
The Cyberspace Administration of China launched the “clear and bright” campaign and asked online platforms to remove posts that are considered to “spread pessimism or stir up emotions.” The crackdown affected both influencers and regular users, and many creators saw their accounts removed, which drew international attention.
Scholars said the Chinese government may be trying to boost public confidence by tightening online speech, but if people lose their emotional outlet, long-term suppression may harm their mental health. Observers worry that the effort to clear “negative energy” will further shrink the space for genuine voices.
Let’s wrap up today’s episode. We’ve learned about some important events happening around the world.
Japan said it cannot judge Taiwan’s legal status, and China replied by accusing Sanae Takaichi of being unrepentant and challenging the post-war order.
Nanya Technology Corporation faced over NT$70 million in defaults, and analysts warned that aggressive buying could raise more settlement risks.
Jensen Huang’s quiet return to Taiwan sparked industry attention as reports of meetings with key tech leaders raised expectations of even deeper cooperation with Taiwanese supply chain.
Consumers now value emotional connection more than product function, and brands that understand these deeper motivations can rise above competitors in an increasingly similar market.
China’s new crackdown on so-called “negative energy” posts is raising concerns that tighter online controls will leave citizens with even fewer ways to express real emotions.
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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