【0810 Taiwan Stock Market Close】Taiwan Stocks Surge 702 Points, Breaching 45,000! Memory, MLCC, and Optical CPO Lead the Charge

Today (8/10), Taiwan's集中 market surged, propelled by a broad rally in electronics, memory manufacturing, and passive components. The weighted index opened higher and climbed sharply, gaining +702.85 points (+1.59%) to close at 45,219.40—the highest level ever recorded—breaking the 45,000-point psychological barrier. Trading volume reached NT$876.239 billion. The OTC index also rose +7.42 points (+1.93%) to close at 396.92. Combined institutional net buying across both listed and OTC markets totaled +NT$68.959 billion.

I. Market Analysis

Bullish momentum remained strong in the集中 market. The index gapped up at the open and continued to rally, reclaiming all moving averages and setting a new all-time high. Institutional investors bought a net +NT$73.167 billion in the集中 market, with foreign investors leading the charge (+NT$51.715 billion), followed by investment trusts (+NT$2.984 billion) and proprietary traders (+NT$18.468 billion). The OTC market was lifted by small-to-mid cap optical CPO and passive component stocks, rising +1.93% to close at its highest point of the day, 396.92. Investment trusts added +NT$3.018 billion in net buying on the OTC market. Institutional positioning across the entire market turned decisively bullish, with technical indicators confirming a robust upward structure.

II. Strong Sectors

Three sectors stood out today: memory manufacturing, MLCC passive components, and optical communications CPO:

1. Memory Manufacturing (Average +9.84%): Rising spot prices for DRAM and NAND Flash, coupled with strong AI server demand for HBM and DDR5, fueled gains. Nanya Technology (2408) nearly hit the daily limit, closing at NT$502.00. Winbond (2344) surged +9.79% to NT$179.50, and Macronix (2337) jumped +9.88% to NT$133.50.

2. MLCC Passive Components (Average +7.56%): Reviving demand from high-end automotive and AI servers boosted the sector. Hosen Tang (3026) hit the daily limit at NT$588.00, Walsin Technology (2492) rose +8.96% to NT$273.50, and Yageo (2327) gained NT$33 (+6.11%) to close at NT$573.00.

3. Optical CPO & GaAs (Average +7.10% / +5.90%): Strong demand for 800G and 1.6T optical modules drove performance. United Microelectronics Advanced (3081) hit the limit at NT$2,535.00, Sanechips (3363) gapped up to close limit-up at NT$640.00, and Holtek (4979) rose +9.84% to NT$536.00.

III. Weak Sectors

Airline and defensive telecom stocks pulled back short-term:

1. Airlines (Average -4.69%): High passenger yield corrections and fuel cost concerns led institutions to take profits. China Airlines (2610) dropped -9.11% to NT$20.45, EVA Airways (2618) fell -3.94% to NT$42.65, and Starlux Airlines (2646) corrected -2.58% to NT$20.75.

2. Telecom Stocks (Average -0.85%): Capital rotated into aggressive tech plays, causing slight outflows from defensive sectors. Far EasTone (4904) declined -1.46% to NT$101.50, Taiwan Mobile (3045) dipped -0.90% to NT$110.50, and Chunghwa Telecom (2412) edged down -0.73% to NT$136.50.

IV. Institutional Investors' Watchlist

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This information is for reference only and does not constitute any investment advice. Investors should make independent judgments and bear their own risks.