{
  "as_of": "2026-09-08",
  "note": "動盤名單。tier 1=單則發言可改當日方向, 2=改變趨勢, 3=單一族群或需交叉確認。markets: tw/us。verified 欄為 2026 年來源查證狀態。",
  "people": [
    {"name":"Donald Trump","role":"美國總統","tier":1,"cat":"policy","markets":["tw","us"],
     "channels":{"truthsocial":"realDonaldTrump"},
     "tickers":["2330.TW","2317.TW","2454.TW","NVDA","AMD","SPY"],"verified":true},
    {"name":"Howard Lutnick","role":"商務部長","tier":1,"cat":"policy","markets":["tw","us"],
     "channels":{"x":"howardlutnick","rss":"https://www.commerce.gov/feeds/news","tv":["CNBC","Fox Business"]},
     "tickers":["2330.TW","2454.TW","2303.TW","2317.TW","NVDA","AVGO","INTC"],"verified":true,
     "note":"無 Truth Social 帳號"},
    {"name":"Jeffrey Kessler","role":"商務部 BIS 次長（出口管制）","tier":1,"cat":"policy","markets":["tw","us"],
     "channels":{"rss":"https://www.federalregister.gov/api/v1/documents.rss?conditions[agencies][]=industry-and-security-bureau&order=newest","site":"https://www.bis.gov/news-updates"},
     "tickers":["2330.TW","2454.TW","NVDA","AMD","AVGO","AMAT","LRCX","KLAC"],"verified":true},
    {"name":"Kevin Warsh","role":"Fed 主席（2026-05-22 就任）","tier":1,"cat":"cb","markets":["us"],
     "channels":{"rss":["https://www.federalreserve.gov/feeds/speeches.xml","https://www.federalreserve.gov/feeds/press_monetary.xml"],"x_org":"federalreserve"},
     "tickers":["SPY","QQQ","TLT"],"verified":true,"note":"無個人 X；無 Warsh 專屬 RSS"},
    {"name":"楊金龍","role":"中央銀行總裁","tier":1,"cat":"cb","markets":["tw"],
     "channels":{"rss":"https://www.cbc.gov.tw/tw/rss-302-1.xml","minutes":"https://www.cbc.gov.tw/tw/lp-357-1.html"},
     "tickers":["2881.TW","2882.TW","2891.TW","2542.TW","5522.TW","2330.TW"],"verified":true},
    {"name":"黃仁勳 Jensen Huang","role":"NVIDIA CEO","tier":1,"cat":"corp","markets":["tw","us"],
     "channels":{"x":"JensenHuang","x_org":"nvidianewsroom","ir":"https://investor.nvidia.com"},
     "tickers":["2330.TW","2454.TW","2382.TW","2317.TW","3231.TW","NVDA","AVGO","MU"],"verified":true,
     "note":"2026-07-24 才開 X"},
    {"name":"魏哲家 C.C. Wei","role":"台積電董事長暨總裁","tier":1,"cat":"corp","markets":["tw","us"],
     "channels":{"ir":"https://investor.tsmc.com/english","monthly_revenue":"https://investor.tsmc.com/english/monthly-revenue"},
     "tickers":["2330.TW","3711.TW","3661.TW","3443.TW","TSM","ASML","AMAT"],"verified":true,
     "note":"月營收每月 10 日 13:30；Q3 法說日期未公告"},

    {"name":"Christopher Waller","role":"Fed 理事","tier":2,"cat":"cb","markets":["us"],
     "channels":{"rss":"https://www.federalreserve.gov/feeds/s_t_waller.xml"},"tickers":["SPY","TLT"],"verified":true},
    {"name":"Lisa Cook","role":"Fed 理事","tier":2,"cat":"cb","markets":["us"],
     "channels":{"rss":"https://www.federalreserve.gov/feeds/s_t_cook.xml"},"tickers":["TLT","DXY"],"verified":true,
     "note":"被拔除案未定，headline risk"},
    {"name":"Scott Bessent","role":"財政部長","tier":2,"cat":"policy","markets":["us"],
     "channels":{"x":"SecScottBessent","site":"https://home.treasury.gov/news/press-releases","tv":["CNBC"]},
     "tickers":["SPY","DXY"],"verified":true,"note":"財政部查無 RSS"},
    {"name":"Jamieson Greer","role":"美國貿易代表 USTR","tier":2,"cat":"policy","markets":["tw","us"],
     "channels":{"x":"jamiesongreer","rss":"https://ustr.gov/rss.xml"},
     "tickers":["1583.TW","1530.TW","9921.TW","1319.TW","1536.TW","F","GM"],"verified":true},
    {"name":"Peter Navarro","role":"總統貿易顧問","tier":2,"cat":"policy","markets":["us"],
     "channels":{"x":"RealPNavarro","tv":["Fox Business"]},"tickers":["SPY","XRT"],"verified":true},
    {"name":"Hock Tan","role":"Broadcom CEO","tier":2,"cat":"corp","markets":["tw","us"],
     "channels":{"ir":"https://investors.broadcom.com"},
     "tickers":["3661.TW","3443.TW","2454.TW","2330.TW","AVGO","MRVL","NVDA"],"verified":true},
    {"name":"劉揚偉","role":"鴻海董事長","tier":2,"cat":"corp","markets":["tw","us"],
     "channels":{"site":"https://www.foxconn.com/en-us/press-center/press-releases/latest-news"},
     "tickers":["2317.TW","2382.TW","3231.TW","2356.TW","NVDA","SMCI","DELL"],"verified":true,
     "note":"月營收約每月 5 日；輪值 CEO 2026-04-01 起為姜志雄"},
    {"name":"龔明鑫","role":"經濟部長","tier":2,"cat":"policy","markets":["tw"],
     "channels":{"site":"https://www.moea.gov.tw/MNS/populace/news/News.aspx?kind=1&menu_id=40"},
     "tickers":["1101.TW","2002.TW","1301.TW","1326.TW","1513.TW","1519.TW","9958.TW"],"verified":true,
     "note":"RSS 抓取逾時，改爬 HTML"},
    {"name":"彭金隆","role":"金管會主任委員","tier":2,"cat":"cb","markets":["tw"],
     "channels":{"rss":"https://www.fsc.gov.tw/RSS/Messages?serno=201202290009&language=chinese",
                 "rss_penalty":"https://www.fsc.gov.tw/RSS/Messages?serno=201202290003&language=chinese"},
     "tickers":["6005.TW","2855.TW","2885.TW","2882.TW","2881.TW","2867.TW"],"verified":true},
    {"name":"莊翠雲","role":"財政部長／國安基金管委會主委","tier":2,"cat":"policy","markets":["tw"],
     "channels":{"rss":"https://www.mof.gov.tw/Rss/384fb3077bb349ea973e7fc6f13b6974"},
     "tickers":["6005.TW","2855.TW","2885.TW","2330.TW"],"verified":true},
    {"name":"阮清華","role":"財政部次長／國安基金執行秘書","tier":2,"cat":"policy","markets":["tw"],
     "channels":{"rss":"https://www.mof.gov.tw/Rss/384fb3077bb349ea973e7fc6f13b6974"},
     "tickers":["2330.TW","2317.TW","2891.TW"],"verified":true},
    {"name":"鄭麗君／楊珍妮","role":"行政院副院長／經貿辦總談判代表","tier":2,"cat":"policy","markets":["tw"],
     "channels":{"site":"https://www.ey.gov.tw/"},
     "tickers":["2330.TW","2317.TW","3711.TW"],"verified":"partial",
     "note":"最新在任來源為 2026 上半年"},

    {"name":"郭明錤","role":"天風國際分析師","tier":3,"cat":"anal","markets":["tw","us"],
     "channels":{"x":"mingchikuo"},
     "tickers":["2330.TW","3008.TW","3406.TW","2317.TW","AAPL","INTC"],"verified":true},
    {"name":"Dylan Patel","role":"SemiAnalysis 創辦人","tier":3,"cat":"anal","markets":["tw","us"],
     "channels":{"x":"dylan522p","newsletter":"https://newsletter.semianalysis.com/"},
     "tickers":["2330.TW","MU","NVDA","MRVL"],"verified":true,"note":"6/5 殺盤歸因有爭議"},
    {"name":"蔡力行","role":"聯發科執行長","tier":3,"cat":"corp","markets":["tw","us"],
     "channels":{"ir":"https://www.mediatek.com/"},"tickers":["2454.TW","AVGO","QCOM"],"verified":true},
    {"name":"林百里","role":"廣達董事長","tier":3,"cat":"corp","markets":["tw","us"],
     "channels":{"ir":"https://www.quantatw.com"},"tickers":["2382.TW","3231.TW","NVDA","SMCI"],"verified":true},
    {"name":"Lisa Su","role":"AMD 執行長","tier":3,"cat":"corp","markets":["us"],
     "channels":{"x_org":"AMD","ir":"https://ir.amd.com"},"tickers":["AMD","NVDA","MU","2330.TW"],"verified":true},
    {"name":"Christophe Fouquet","role":"ASML 執行長","tier":3,"cat":"corp","markets":["us"],
     "channels":{"x_org":"ASMLcompany","ir":"https://www.asml.com/en/investors"},
     "tickers":["ASML","AMAT","LRCX","KLAC","2330.TW","6488.TW"],"verified":true},
    {"name":"Lip-Bu Tan","role":"Intel 執行長","tier":3,"cat":"corp","markets":["us"],
     "channels":{"site":"https://newsroom.intel.com"},"tickers":["INTC","2330.TW"],"verified":true}
  ],
  "conduits_no_independent_impact":[
    {"name":"Dan Nystedt","x":"dnystedt","note":"台媒即時英譯，常是最早英文版本"},
    {"name":"Jukan Choi","x":"Jukanlosreve","note":"轉貼大行 semis 報告"},
    {"name":"The Information","note":"2025-11-25 Google TPU 獨家隔日 NVDA -2.6%"},
    {"name":"DIGITIMES","note":"命中率參差"}
  ],
  "calendar_2026":[
    {"date":"2026-09-10","tz":"Asia/Taipei","time":"13:30","event":"台積電 8 月營收"},
    {"date":"2026-09-11","event":"美國 8 月 CPI（Waller 稱決定性數據）"},
    {"date":"2026-09-15/16","event":"FOMC（含 SEP 與記者會）"},
    {"date":"2026-09-17","event":"央行理監事會＋記者會"},
    {"date":"2026-09","event":"電價費率審議會"},
    {"date":"2026-10-08","tz":"Asia/Taipei","time":"13:30","event":"台積電 9 月營收"},
    {"date":"2026-10-中","event":"台積電 Q3 法說（日期未公告）"},
    {"date":"2026-10-27/28","event":"FOMC"},
    {"date":"2026-12-08/09","event":"FOMC（含 SEP）"},
    {"date":"2026-12-17","event":"央行理監事會"}
  ]
}