Taiwan stocks are entering a crucial period for stock selection in August, with the weighted index falling 214.90 points to close at 44396.70. Foreign institutions have been buying for consecutive days, and investment trusts have maintained buying for 32 consecutive days. AI-related industry chain stocks are performing strongly, and small-cap AI concept stocks are also favored.
Taiwan stocks are entering a crucial period for stock selection in August, with the weighted index falling 214.90 points to close at 44396.70. The trading volume was 9403.91 billion. The three major institutions recorded a total of 45.62 billion in net buying. Foreign institutions have been buying for consecutive days, and investment trusts have maintained buying for 32 consecutive days. On Wednesday, U.S. stocks saw mixed performance among the four major indices, with the Dow Jones Industrial Average setting a new high for the fifth consecutive day. While tech stocks saw some profit-taking, AI-related stocks maintained strong performance. Taiwan stocks were affected by the correction in U.S. tech stocks, opening lower but seeing buying support at lower levels, ending the day with a decline. AI-related cooling, optical communication, high-speed transmission, and high-priced electronics stocks continued to attract buying interest, and small-cap stocks also showed strong performance.
FACT BOX
- Source: PR Times
- Category: 其他
FAQ
What are the key factors for stock selection in the Taiwanese market in August?
The sustained demand in the AI industry chain, continuous repurchase by foreign institutions, healthy rotation of large-cap stocks, and the growth potential of small-cap AI concept stocks are the main factors.
How is TSMC's latest financial performance?
TSMC's second-quarter revenue reached 1.27 trillion yuan, with earnings per share of 27.25 yuan, both setting new historical highs. It is estimated that EPS for 2026 could challenge 108.58 yuan.
What is the market outlook for MediaTek?
Benefiting from the growth in AI server demand and the expansion of TPU commercial deployment, MediaTek expects a compound annual growth rate of 31.6% from 2026 to 2031.
How is Guangji's revenue performance?
Guangji's June revenue exceeded 900 million yuan, setting a new monthly historical high. Second-quarter revenue grew 40% year-on-year, mainly benefiting from the price increases of memory, SSD, and CPU.
What are the reasons for Lianya's performance growth?
Lianya benefits from the strong demand for 800G/1.6T silicon photonics modules, the improvement in indium phosphide wafer supply, and continuous expansion, with July revenue exceeding 500 million yuan for the first time.
