Taiwan Stocks Stabilize Above Seasonal Line, High-Content ETFs Sound the Charge

Concerns about AI infrastructure bubble have faded, and market confidence is gradually recovering. The Taiwanese stock market has rebounded sharply from the low of 39,384.85 and is stabilizing above the seasonal line. Experts point out that TSMC's July revenue has set a new monthly record for the third consecutive month, providing reassurance to the Taiwanese stock market. The earnings conference season is continuing, and expectations for corporate earnings and business outlook are expected to boost market confidence. If the market maintains above the seasonal line, it may lead to a volatile market. At this stage, it is recommended to gradually invest in high-concentration Taiwan stock ETFs and semiconductor ETFs. Future stock prices may rise with the NVIDIA earnings report on 8/26 as a catalyst. In the medium to long term, the tech stock theme of 2027 is expected to boost ETF stock prices.