Seize the Starting Line of High-Flying Stocks: Yageo⊕, Walsin⊕, Jingye⊕, Tripod⊕, Molex⊕, Largan

I. Market Structure: Bullish Trend Continues, But Volume Remains Key

Today's Taiwan stock market showed a 'high opening, volatile, and closed green' pattern. The index surged 599 points intraday, reaching 46,574, marking a new one-month rebound high. It closed up 356 points at 46,331, with trading volume around TWD 1.0243 trillion, indicating strong bullish momentum.

Technically, the market continues to improve, maintaining a 'higher highs, higher lows' bullish structure. The 10-day, monthly, and quarterly moving averages are all rising, suggesting a positive short-to-medium-term trend.

However, the 46K–48K range remains a dense previous resistance zone. Although trading volume has returned above the trillion mark, a clear volume surge will be needed to break through the previous high of 48,218. Thus, short-term volatility and rapid sector rotation are still possible.

II. Short-Term Risks: Oil Prices, Inflation, and Fed Policy Remain Noise

U.S.-Iran talks remain uncertain: Middle East tensions and Hormuz Strait shipping issues have not been fully resolved, meaning oil prices could still affect inflation and global risk appetite.

Unclear Fed policy direction: Markets are closely watching Federal Reserve Chair Kevin Warsh's first major speech at Jackson Hole. The focus will be on inflation, interest rates, and September policy direction. Recent reports indicate investors are awaiting policy signals.

Therefore, despite the strong market, chasing prices aggressively in the short term is not advisable until policy signals become clearer.

III. Fundamental Driver: AI Demand Remains Taiwan's Strongest Bullish Support

NVIDIA's earnings reinforce the AI supercycle: NVIDIA's latest quarterly revenue reached USD 96.22 billion, up 106% year-on-year, with data center revenue at USD 89 billion, up 117%. The company forecasts next quarter's revenue at approximately USD 108 billion and confirms Vera Rubin is in mass production, indicating accelerating demand for AI infrastructure.

This implies that the supply chain—including AI servers, ASICs, PCBs, high-speed transmission, CPO, cooling, power, and advanced packaging—remains fundamentally supported in the medium to long term.

Apple's new product momentum takes over: Apple has officially announced its fall launch event on September 9. Market expectations are high for the next-generation iPhone and the first foldable iPhone, making Apple's supply chain another key theme for September.

IV. September Industry Themes: AI + Advanced Process + High-Speed Transmission

SEMICON Taiwan kicks off on September 2: FOPLP, CPO, advanced packaging, and semiconductor equipment and materials are worth tracking.

AI Server Chain: Wistron NeWeb (6669-TW), JSC (3543-TW), Delta Electronics (2308-TW), Lite-On Technology (2301-TW), Chicony Power (3017-TW), Twinhead (3324-TW), etc.

ASIC/PCB Chain: eMemory (3443-TW), Alchip (3661-TW), Tripod Technology (2368-TW), Tenx Technology (4927-TW), etc.

CPO/Optical Communications Chain: United Microelectronics (3081-TW), Sunlord Electronics (3363-TW), Global Unichip (4991-TW), Huaxing Light (4979-TW), LIGANG (3450-TW), Largan Precision (3008-TW), Genesis Photonics (3406-TW), etc.

Passive Components and Materials Chain: Yageo (2327-TW), Walsin Technology (2492-TW), Hoshen Tang (3026-TW), Sunstone Electric (6173-TW), and fiberglass cloth, copper foil groups. Watch for profit improvements driven by price hikes and tight supply-demand.

V. Forward-Looking Strategy: Stock Selection Over Market Timing, Buy on Dips, Avoid Chasing

Overall, the Taiwan stock market remains in a 'high-level volatility within a bullish trend.' The 44K–48K range can still be seen as the primary short-term trading range.

As long as the monthly and quarterly moving averages are not decisively broken, the bullish structure remains intact, and there's no need to be overly pessimistic due to short-term fluctuations.

The real key remains 'volume': If trading volume further expands and breaks through the 46K–48K resistance zone, the market could officially challenge the previous high of 48,218.

Therefore, the recommended strategy is 'buying in stages on dips, trimming weak stocks during rebounds, and buying on dips instead of chasing highs.' Prioritize stocks with strong fundamentals, clear industry trends, concentrated institutional ownership, and real AI-related orders.

Looking ahead to September, if U.S.-Iran, Middle East, and Fed-related risks gradually subside, combined with sustained AI demand, Apple's new product launch, and semiconductor exhibition themes gaining traction, the Taiwan stock market could maintain a resilient, volatile trend and eventually challenge previous highs after volume re-expands. Thus, the most important task now is not predicting index levels, but identifying the next wave of strong stocks in advance.

NVIDIA's strong earnings and optimistic outlook, coupled with Apple's new product launch, deliver a powerful one-two punch, making it only a matter of time before Taiwan's market reaches new highs.

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Source: Analyst Chen Xuejin, Luen Yuan Investment Advisory

The company has no improper financial interest in the individual securities recommended. Past performance does not guarantee future profits. Investors should make independent judgments, carefully evaluate, and bear investment risks.