投資理財，股市分享

Taiwan stocks are about to hit 50,000 next week?

The Taiwan stock market (TWSE) once again hit a historic closing high today (2nd)! The TAIEX showed a volatile upward trend throughout the day, closing up 122.25 points at 48,475.74, a 0.25% increase. This successfully marks three consecutive weeks of gains on the weekly chart, demonstrating strong momentum. Today's market turnover remained high, reaching NT$933.185 billion. Key Sectors and Blue-Chip Performance Today, market funds showed a healthy rotation from large-cap blue-chip stocks to small and mid-cap stocks: • Blue-Chip Stocks Consolidate: • TSMC (2330): Experienced fluctuations during trading hours and closed down 0.40% at NT$2500. • Hon Hai, Delta Electronics, MediaTek, and Quanta, among other electronic blue-chip stocks, also saw declines today, showing relatively weaker performance. • Leading Sectors: • Passive Components: Continuing yesterday's strong bullish trend, multiple stocks like TAI-I, CHEN-RU, YU-CHAI, YAGEO, CHIN-KAI, and TIAN-ER TECHNOLOGY hit the upper limit. The sector leader, YAGEO, also rose nearly 4%. • ABF Substrates: Zhen Ding-KY hit the upper limit, Xinxing surged over 7%, and Kinsus and Nan Ya Printed Circuit Board also climbed 3% to 4%. Overall, although the 'King of Stocks' TSMC and other electronic blue-chip stocks took a brief breather today, funds successfully flowed into small and mid-cap stocks, passive components, and specialty chemical sectors. The broad-based stock gains have laid a solid foundation for a healthy long-term bull market in Taiwan.

Index type or high dividend? Which one do you all choose?

The Taiwan stock market (October 1st) surged strongly today, successfully reclaiming the 48,000-point mark and setting a new historical high! The broader market closed up 413.36 points (+0.86%) at 48,353.49 points, with trading volume slightly shrinking to NT$837.431 billion. Today's market was primarily led by heavyweight tech stocks and sectors with lower bases, showing a healthy bull market pattern of 'stable large caps and rotating funds.' 💡 Key Sector and Stock Performances 1. Stable Performance in Tech Heavyweights • TSMC (2330): Surged 30 points (+1.21%) to close at NT$2,510, matching its historical closing high. • UMC (2303): Showed even stronger performance, closing up 4.53% at NT$161.5. 2. Lower-Base Tech Sectors Take the Lead • Passive Components: The most eye-catching sector today, with Yageo (2327) and Walsin Technology (2492) hitting their upper limits. The capacitor sector also saw uniform gains, playing a leading role in the bull market. • ABF Substrates: Benefiting from demand for AI GPUs and high-speed switches, they clearly took over. Kinsus (3189) rose 4.12% to NT$1,010, and Unimicron (3037) also gained over 3%. 3. Weak Performance in Traditional and Financial Sectors • Oil, gas, and electricity stocks plunged 2.89%, while traditional sectors like cement (e.g., Taiwan Cement down 2.85%), plastics, and glass/ceramics generally weakened.

The Taiwan stock market (30th) opened higher and fluctuated, closing up 308.17 points at 47,940.13, a gain of 0.65%, with a significant increase in trading volume to NT$875.673 billion. Although the market successfully closed in the green today, shaking off the gloom of yesterday's sharp decline below the 5-day moving average, it reached a high of 48,379.71 points intraday before being rapidly pulled down by selling pressure at the end of the session. Ultimately, it failed to hold the 48,000-point level and the 3-day moving average, indicating that technical adjustment selling pressure at high levels remains heavy. Key Market Performers Today • Glass Substrate Concept Stocks: Fueled by reports that NVIDIA is planning to adopt related solutions, major manufacturers like AUO, Innolux, and TPK Holdings surged to the daily limit. • Traditional Industries: Led by the Formosa Plastics Group, the sector showed bullish momentum. Additionally, oil, gas, and electricity stocks (e.g., Shinkong) and stainless steel stocks (benefiting from price increases) also performed relatively strongly today. • Semiconductor Supply Chain: TSMC's supply chain and ASIC (Application-Specific Integrated Circuit) groups continue to attract market funds. Outlook for the Future Institutions and analysts point out that although short-term fund rotation is very rapid, and the market still needs to closely monitor changes in US Treasury yields and the Federal Reserve's interest rate path, with the mass production of NVIDIA's new generation AI platform (Vera Rubin) approaching in the fourth quarter, coupled with the year-end election bonus in both Taiwan and the US, most market institutions hold an optimistic attitude, even expecting the fourth quarter to challenge historical highs between 50,000 and 53,000 points.

Taiwan stocks experienced a catch-up decline today (29th) after the holiday. Hit by multiple negative factors including international geopolitical risks, rising US Treasury yields, and surging oil prices, the TAIEX index closed down 392.64 points, or 0.82%, at 47,631.96. Not only did it fall below the 48,000-point mark, but it also broke below the 5-day moving average. Market turnover increased to NT$785.039 billion. • Sector Performance Highlights • Tech Giants Hit Hard: • MediaTek (2454): Became a primary target for short-sellers, with its stock price plummeting by NT$375, a steep 7.10% drop, closing at NT$4,910 and falling below the NT$5,000 level. • Delta Electronics (2308): Plunged 3.93%, closing at NT$1,835. • Passive Components & OSAT: Yageo (2327) fell 5.52%; ASE Technology Holding (3711) dropped 1.72%. • Strong Safe-Haven Sectors: • Petrochemicals & Oil/Gas: Driven by escalating Middle East tensions and rising oil prices, the oil, gas, and electricity sector surged 7.19%, topping all sectors. • Formosa Petrochemical (6505) saw a massive turnover of 40,000 shares and soared 8.14%; Nan Ya Plastics (1303) also rose nearly 4%. • Green Energy & Heavy Electrical Equipment: Stocks in the electromechanical sector, supported by policy themes, showed relative resilience. Teco Electric & Machinery (1504) and Chung Hsing Electric & Machinery (1513) closed slightly in the green.

Observe the opening price: If the market holds steady above 48,000 points, it's a sign of a healthy consolidation phase, and you can look for opportunities to buy on dips. If it breaks below and heads towards 47,800 points at the open, it indicates an intense battle between bulls and bears, so avoid impulsive chasing of highs right at the opening.

There are tons of articles and videos online talking about a good market rally after the Mid-Autumn Festival, and even the 'Golden October' saying. Do you guys think this is reliable? Did you secure some positions before the holiday?

Today (24th), the Taiwan Weighted Index opened lower and continued to decline, closing at 48,024.60 points, down 132.69 points (or 0.28%), with a turnover of NT$738.243 billion. Affected by the record high US bond yields and pre-holiday profit-taking, the market closed in the red but successfully held the 48,000 mark. 🔍 Key Market Focus Strong Sectors Breaking Through: PCB/ABF Substrate Sector: Driven by strong AI chip demand leading to a supply-demand imbalance in substrate capacity, Jingshuo (景碩) once hit the daily limit, reaching a new historical high. Lianmao (聯茂) and Teng Hsin Electronic-KY (騰輝電子-KY) also surged to the daily limit. Cooling Solutions Sector: The trend of upgrading water-cooling plates is accelerating. Shuanghong (雙鴻) surged to the daily limit and a new high. Jiancai (健策) rose nearly 8% against the trend, and Qihong (奇鋐) also hit a record high. Traditional Industries: Plastics were the strongest performers, up 3.6%. Glass and ceramics rose 1.61%. Steel stocks also saw some individual stock rallies, with Chang Yuan (彰源) hitting the daily limit. 💡 Market Interpretation: Last night's pullback in US stocks was mainly due to the US 10-year Treasury yield re-crossing the 5.1% mark, suppressing the performance of high-valuation tech stocks. Coupled with the pre-Mid-Autumn Festival holiday effect, market funds are undergoing a new round of portfolio adjustments. However, overall, the industry fundamentals remain unchanged, and funds are still actively positioning in high-visibility sectors like AI liquid cooling and substrates.

00918 00919 Who should I invest in first to be more appropriate?