投資理財，股市分享

The Taiwan Weighted Index opened lower and continued to decline today (8th), closing down 492.93 points, a 0.99% drop, at 49,313.44 points, falling below the 5-day moving average. Impacted by the previous day's all-red performance in the US stock market and rising US Treasury yields, coupled with the upcoming Double Tenth 3-day holiday, market caution and profit-taking selling emerged. The market saw a sharp drop of over 600 points in early trading, reaching a low of 49,189.77 points, before slightly recovering. Today's market turnover was NT$869.696 billion. Summary of Today's Market Performance Highlights: • Leading Stocks Drag Down the Market: TSMC (2330), the 'King of Stocks,' faced selling pressure in the final trading session, plummeting 35 points to close at its daily low of NT$2,550 (a 1.35% drop), single-handedly dragging down the index by approximately 277 points. Key electronic blue-chip stocks like MediaTek, Delta Electronics, and Foxconn also closed lower. • Strong Thematic Stocks Break Through Against the Trend: Passive components and compound semiconductor sectors became safe havens for funds today. For instance, TAIYA (2340) surged 9.87% to hit the daily limit, driven by demand for sensor components and advanced packaging. Stocks like Hwatong and Walsin Technology also showed strong performance. • Most Sectors Showed Red: Among the eight major sectors, financial stocks were relatively weak with a 1.68% decline, and the machinery and electrical sector also fell 1.07%. However, traditional industries like petrochemicals (up 0.35%) and textiles (up 0.82%) demonstrated some resilience against the downturn.

Foreign investors have brought in so much New Taiwan Dollar, and the Taiwan stock market keeps rising. Looking at foreign net buying/selling, their profits seem limited, and they don't seem to have as much dominant power as before. However, they really have a lot of money in hand. What are they waiting for? The right time? A sweet price? Will they be able to wait for it? It's the day before a long holiday tomorrow, will they admit their mistake and buy back? Or will they wait more patiently until after next week?

The Taiwan stock market today (7th) showed sharp fluctuations, appearing hesitant near the 15,000-point mark, and finally closed down 16.18 points at 49,806.37 points. After opening higher at 49,857.32 points, the market index briefly surged to a high of 49,966.89 points. Subsequently, influenced by the weakness in some tech blue-chip stocks and a wait-and-see sentiment ahead of the National Day holiday, the index briefly turned negative, plunging over 250 points to a low of 49,567.52 points. The turnover reached NT$925.992 billion. 🚀 Today's Featured Strong Sectors Despite the slight dip in the broader market, small and mid-cap stocks and specific themes performed exceptionally well: 1. Passive Component Sector: Benefiting from the expanding applications in AI servers, with market rumors suggesting potential price increases in the fourth quarter, Walsin Technology (2492) and Chilisin Corp. (3624) both hit the upper limit of the trading band, while Yageo Corp. (2327) also rose over 3.52%. 2. Optical Communication Supply Chain: Driven by the explosive demand for high-speed interconnects in AI data centers, LightOn Optoelectronics (6442) and Foretek (4908) jointly hit the upper limit, and Lumentum (3081) also surged by more than 7%. 3. Financial Stocks: Playing a stabilizing role, the financial index rose 1.02% against the trend today. Market analysts pointed out that US tech stocks remain strong and the AI fundamentals have not changed. However, with the National Day holiday approaching and the market nearing the psychological 50,000-point level, the willingness to chase gains has weakened, and selling pressure is heavier. It remains to be seen whether the trading volume can effectively expand going forward.

Initially, it required 1.23 million to purchase 0056, 00878, and 00919 respectively, to achieve a monthly salary increase of 10,000. Now that the Taiwan stock market has risen to 50,000 points, these three stocks have also become more expensive. However, because the dividends have also increased, it now only requires 950,000 to receive 10,000 per month. Such complicated feelings.

The Taiwan stock market (6th) fluctuated at a high level today, closing up 110.51 points, a gain of 0.22%, at 49822.55 points, once again setting a new historical closing high record! Fueled by the Nasdaq and Nvidia reaching new highs in the US stock market and the continued strength of TSMC ADR, the market opened higher today, reaching a intraday high of 49968.92 points, less than 32 points away from the 50,000-point mark. 💡 Today's Market Focus 1. Performance of Weighted Stocks and Featured Stocks • TSMC (2330): Reached a new historical high of NT$2590 during intraday trading today, closing at NT$2585, up 0.39%, remaining a key supporting player in the bull market. • AI and Large Weighted Stocks: Wiwynn rose over 6%, Taiwan Copolymer rose over 5%; large electronic stocks such as Qihong, Delta Electronics, and Foxconn all closed in positive territory. • Strong Niche Stocks: Optical lens manufacturer Lien I Light, high-end testing company Sigurd, and touch module maker GIS-KY performed brilliantly, hitting the upper limit. • Weak Performers: MediaTek fell by 4.74%, breaking below the NT$5000 mark to close at NT$4920; UMC and some small and medium-cap stocks also showed relatively weak performance, with market funds clearly concentrating on large-cap semiconductor and AI supply chains. Overall, the bull market trend in Taiwan stocks remains strong, but it has now entered a phase of high-level consolidation and turnover as it approaches the 50,000-point mark. Small and medium-cap stocks were relatively weak today, with stock performance becoming increasingly differentiated. Caution is advised regarding the risk of chasing highs in short-term trading.

Today the weighted stock index rose in price with increased volume, reaching 1.15 trillion in transactions! Where do you guys think this rally will go? Will it last all the way to TSMC's earnings call on 10/15?

Taiwan's stock market today (the 5th) was boosted by the cooling of the US stock market and positive sentiment from the earnings calls of the top two foundries. It opened with a gap up and surged, closing up 1236.3 points (+2.55%) at 49712.04, just one step away from the 50,000-point mark. The intraday high reached 49770.66 points, with a single-day turnover of 808.379 billion NT dollars. Key large-cap stocks and sector performances today were as follows: • TSMC (2330): Reached a historical high of NT$2580 during trading and closed up NT$75 at NT$2575, also setting a new closing record. • Electronic Blue Chips: MediaTek surged NT$215 to close at NT$5165; Delta Electronics rose NT$120 to NT$2005; Foxconn saw a slight gain of NT$3 to close at NT$254. • AI Supply Chain Divergence: Heat dissipation and key component manufacturers (e.g., Taiflex Scientific, GCE, Taimide) showed strong performance, hitting the upper limit. However, established AI server contract manufacturers (e.g., Quanta Computer, Inventec, Pegatron) performed relatively weakly, with slight declines. • Traditional Industries and Sub-sectors: The chemical industry performed impressively (e.g., Jih-Sheng Chemical hit the upper limit), while other sub-sectors like oil, gas, and plastics showed steady trends during the session.

US Non-Farm Payrolls Increase by Only 29,000! October Rate Hike Probability Drops to 17%, TSMC ADR Soars 2.96%

Night futures are almost at 49,500...

The market is almost at 50k, has everyone made money in the stock market?