Taiwan Stock Market Performance Today

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.