台湾加权指数9月23日（周三）开盘上涨388.11点，涨幅0.81%，报48188.28点。

Shenzhen Huaqiang said in an investor-relations record that MLCC demand is in a high cycle driven by AI compute build-out. AI servers are materially increasing use of high-capacitance MLCCs and displacing consumer supply; high-end MLCC capacity is tight, new capacity has long construction cycles and near-term incremental supply is unlikely, so procurement is rising and overall lead times are lengthening. The company is a major authorized distributor for Murata and said MLCC sales revenue continued to grow in 1H 2026. Acting as a key agent for storage vendors including Jiangbolong, Jingcun Technology, GigaDevice, Silicon Motion and Qianyi International, Shenzhen Huaqiang reported storage product-line shipments rose over 330% YoY in 1H 2026 and storage accounted for more than 40% of its authorized-distribution revenue.

ECB Governing Council member Nagel said ECB interest rates remain in a neutral range and he cannot rule out the need to move into mildly restrictive territory.