Tech Giants Shake, Capital on the Move! Number of Strong Stocks Surges as Key Support Confirmed – New Stock Selection Logic

U.S. market capital is moving from major tech giants to small and mid-cap stocks, triggering a high-volume rally in Taiwan's over-the-counter (OTC) market. Exclusive data shows a significant increase in the number of strong-performing stocks, signaling a rotational market where individual stocks are taking center stage. With key technical support now confirmed, the focus shifts to precisely identifying core supply chain players positioned for AI-driven specification upgrades.

Small and Mid-Caps Take the Lead, Capital Rotation Signal Strengthens

Before today's market open, Instructor Chen Chih-Lin shared insights via the app with followers: last night, the S&P Equal Weight Index rose, while the S&P 500 and Nasdaq large-cap indices consolidated. This indicates capital is rotating from large tech giants to smaller-cap stocks. Today, Taiwan's weighted index rose 397 points to close at 45,518. TSMC (2330-TW) gained NT$20, but the real highlight was the OTC index, which surged 2.64% to close at 402. Morning trading volume already exceeded the monthly average. Exclusive data also shows a clear rise in the number of strong stocks. With volume expanding and strong stocks multiplying, capital rotation naturally accelerates. Yesterday’s program clearly stated: as long as the OTC index holds the key technical support at 378.5 points, small and mid-cap stocks still have room to run. Today’s market once again validated this outlook.

ABF and Cooling Take Over – Industry Specification Upgrades Are Key

ABF substrate equipment maker Chang Guang (7795-TW) opened directly at the daily limit. The company’s earnings call clearly signaled a positive operational outlook, with strong and sustained demand for ABF substrate capacity expansion. This isn’t just a short-term cyclical upswing—it’s structurally supported by AI demand. This underscores why core suppliers like Xin Xing (3037-TW) and Nan Ya PCB (8046-TW) deserve continued fundamental tracking.

Cooling leader Chiuan (3017-TW) also showed clear strength today. The 800V high-end server rack project continues to advance. As AI server power consumption rises, thermal management specifications must upgrade. The stock price is gradually approaching its historical high range. Whether it can break past previous highs will depend on volume-price structure.

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CPO Revaluation Accelerates – Stock Selection and Positioning Rhythm Under Pressure

CPO was another focal point today. As next-gen AI architectures enter mass production, visibility for optical communications and the CPO industry continues to improve. Guang Sheng (6442-TW) extended its revaluation rally to hit the daily limit.

Market capital is actively seeking core supply chain players truly benefiting from AI specification upgrades. This isn’t a time to blindly chase rising stocks. By combining bottom-up industry trends with quantitative tracking, investors can pinpoint core suppliers with solid long-term fundamentals and upgrade opportunities. As indices move off lows and sector rotation accelerates, risk control becomes even more critical. We invite investors to download the [Chen Chih-Lin Analyst APP]—real-time updates are shared instantly within the app. Use data to master market rhythm, receive weekly updated credit margin watchlists, avoid risks, and lock in opportunities.

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Source: Chen Chih-Lin Analyst / Kai-Hsu Investment Advisory

The securities recommended by our company have no improper financial interests. Past performance does not guarantee future profits. Investors should make independent judgments, conduct careful evaluations, and assume investment risks on their own.