Taiwan Stock Market Soars 1,000 Points Back to 45,000: A New Bull Run? Experts Analyze the 'Real or Fake' Rebound: Even Young Stock Gods Are Afraid

Taiwan's stock market has recently experienced heightened volatility, leaving investors on a rollercoaster ride. After suffering a historic single-day plunge of nearly 3,000 points last Friday (17th), market panic noticeably cooled on Tuesday (21st), closing with a record-breaking surge of 1,783 points—the largest closing gain in history—and reclaiming the 44,000 level. On Wednesday (22nd), the market opened with another surge of over 1,000 points, returning to the 45,000 mark, with TSMC's share price briefly reaching 2,445 TWD.

In response, the Facebook financial fan page 'Stock Sea Old Bull' analyzed the recent market swings and Tuesday’s violent rebound of 1,783 points, questioning the authenticity of the 'rebound.'

U.S. stocks closed higher across the board on Tuesday, but is AI still the strongest theme driving Taiwan's market?

'Stock Sea Old Bull' first reviewed U.S. markets: all four major indices closed up on Tuesday, with the Dow rising 0.74%, Nasdaq up 1.29%, and the Philadelphia Semiconductor Index soaring 5.21%. He pointed out that despite ongoing tensions in the Middle East, AI remains the dominant theme. Memory stocks rebounded strongly, with Micron surging 12% and SK Hynix's ADR also sharply higher. TSMC's ADR gained 5.55%.

Regarding Taiwan's market, he exclaimed that yesterday's performance was like 'a pillar holding up the sky,' rising 1,783 points—successfully reclaiming the quarterly line and making history.

Is a new bull market beginning? Memory sector leads full-scale counterattack

'Stock Sea Old Bull' highlighted that TSMC, MediaTek, Creative, Hon Hai Precision, Kinetic, and TPCB led the charge. AI, cooling solutions, CCL, and memory sectors all rebounded strongly. Many worry about insufficient volume, but he emphasized, 'Don’t overthink it—even young stock gods are afraid.' He also stressed that those who didn’t buy the dip during last Friday’s crash shouldn’t be discouraged: 'Markets always grow amid skepticism; the next opportunity will come soon.' Whether Tuesday’s historic surge marks the start of a new bull phase, a deep-value rebound, or just another phase of volatility, remains to be seen.

How did the market perform after Friday’s crash?

Last Friday (July 17), Taiwan’s stock market suffered its worst single-day 'crash' in history, with the weighted index plunging 2,953 points to close at 42,671.27. Selling pressure was led by TSMC, with AI, semiconductor, memory, PCB, and IC design stocks all collapsing. Panic-driven stop-losses and margin calls flooded the market, wiping out trillions in market value in a single day.

On Monday (July 21), bargain hunters returned, stabilizing large-cap stocks like TSMC. The weighted index closed down 85.3 points at 42,566.93.

How strong was Tuesday’s rebound? The weighted index surged 1,783 points

On Tuesday (July 22), the weighted index opened high and continued climbing, closing at 44,232.87, up 1,783.17 points (+4.20%), with turnover of 835.624 billion TWD—setting the record for the largest closing gain and the second-largest single-day point gain in history. Large-cap stocks led the rebound: TSMC rose 90 TWD to close at 2,410 (+3.87%); MediaTek hit the daily limit up, while Hon Hai, Delta Electronics, and ASE Holding also rose, driving broad rebounds in semiconductors, electronic components, and computer peripherals. Gainers significantly outnumbered decliners across listed and OTC stocks.