Taiwan Stocks

Taiwan stocks plunged 1161 points intraday on October 30, down 2.5%, led lower by electronics, while the financial index fell only about 1.3%, showing resilience. 18 ETFs have financial holdings above 20%, with several up more than 10% over the past three months, as investors focus on defensive allocation.

Taiwan stocks plunged 1642.07 points intraday on the 30th to 44726.26 points, and as of 11時11分 were still down 1486.11 points at 44882.22 points, with PCB stocks broadly weaker and Unimicron falling below NT$1,000 to NT$992.

Hit by weaker-than-expected earnings from US tech giants, Taiwan stocks opened lower and moved lower on the 30th, with the weighted index plunging over 1600 points, breaking below the 46000 and 45000 levels and the half-year moving average, marking the 11th-largest intraday point drop in history.

US tech selling pressure spread to Asia. Electronics heavyweights led Taiwan stocks lower on the 30th, with the TAIEX plunging over 1,600 points intraday and falling below 45,000. The index broke below its half-year moving average as risk aversion rose, while shipping stocks attracted inflows on higher freight rates and the three major container liners all advanced.

Dragged down by divergent U.S. tech earnings, Taiwan stocks plunged over 1600 points on October 30, falling below 45000 points and the half-year moving average, with electronics heavyweights broadly weaker and funds rotating into food stocks for shelter. TSMC and other heavyweights weakened, Wei Chuan hit limit-up, foreign investors held over 89000 net short futures positions, leaving the short-term outlook under pressure.

Delta Electronics plunged to NT$1335 limit-down on October 30, while the broader market tumbled 1642 points. The stock has more than halved from its high, down over NT$1000, while shareholder count rose 70% against the trend. Institutions expect operations to recover in the fourth quarter, maintaining a Buy rating with a target price of NT$2100, with momentum from AI power ramp-up.

Taiwan stocks have pulled back nearly 3,000 points from their high over the past three weeks, 0050 fell about 7.88%, while 00981T, with a 70% bonds and 30% Taiwan stocks allocation, posted an inclusive-dividend decline of only about 0.42%, bringing the volatility-dampening effect of stock-bond allocation back into market focus.

U.S. tech giants' earnings reports and the Federal Reserve's rate decision arrive in succession, with markets focused on cloud growth, AI capital expenditure and cash flow. Taiwan AI server supply-chain order momentum and 00952 positioning are in focus, and the subsequent outlook will affect tech stock valuations and trends.

Hit by weaker-than-expected earnings from Google, Amazon and Intel, Taiwan stocks opened lower and moved lower on the 30th, plunging over 1277 points intraday to 45,090 points, falling below the previous low and the six-month moving average, with heavyweight stocks and the panel sector under pressure.

Weighed down by a pullback in U.S. stocks and a sharp drop in TAIFEX night trading, Taiwan stocks opened down 228.54 points on the 30th, later extending losses by more than 1,000 points and falling below 45,000 points, with heavyweight stocks broadly lower, as markets focus on tech earnings and inflation data.

Dragged by U.S. selloff on concerns over Alphabet AI spending, November TAIFEX futures opened down 1,159 points at 45,410, falling below 46K. Foreign investors net short positions neared 90,000 contracts, with markets focused on U.S. GDP, core PCE and tech giants AI monetization.

Selling pressure from disappointing US tech earnings sent TAIFEX night session down 643 points, while TSMC ADR ended its winning streak. Experts warn of three bearish reversal signals with chips still consolidating, focusing on Delta Electronics, ADATA and the Fed's moves.

A sharp selloff in U.S. technology stocks dragged down Taiwan stocks. On the 30th, the market opened lower at 46,139 points and selling pressure widened, at one point plunging 1,469 points to 44,898 points, falling below the 45,000-point mark. TSMC led the decline. The market is focused on AI capital expenditure returns and foreign investor moves, with attention on stabilization signals from heavyweight stocks in the short term.

Taiwan stocks opened lower and moved lower on the 29th, with the TAIEX plunging 667.25 points to close at 46368.33 on turnover of 8213.76 hundred million New Taiwan dollars. The three institutional investors posted net buying of 324.42 hundred million New Taiwan dollars, with financial and biotech stocks resilient, while brokerages named 17 high-potential-return targets including Accton.

Taiwan stocks opened lower on the 29th, falling throughout the session and plunging over 900 points intraday before closing down 667.25 points at 46,368.33. Although it lost the quarterly moving average, bargain-hunting buying emerged in late trading, leaving a long lower shadow showing resilience, with short-term consolidation expected around the quarterly line.

The total number of Taiwan stock ETFs has reached 95, a historic high, with total beneficiaries surpassing 19.58 million, marking record highs for two consecutive weeks, surging by over 7.4 million so far this year, while 26 funds saw beneficiaries hit new highs, with active, market-cap, and high-dividend types leading as focuses.

All four major US indexes closed lower, Alphabet plunged over 12% on disappointing earnings, TAIFEX night session tumbled 643 points, TSMC futures fell NT$30, Taiwan stocks face a battle to hold 46,000 at today's open, with market focus on heavyweight selling pressure.

Hit by Alphabet's nearly 10% after-hours plunge and rising odds of a December rate hike, Taiwan stocks opened flat and moved lower, closing down 667 points at 46368, falling below the quarterly line, with trading volume rising to 7891億元. The short term enters a bull-bear tug-of-war, with focus ahead on holding the lows and rotation on group year-end window-dressing.

Taiwan adds 3 disposition stocks. Tongtai, Guanxi Electric and Dahang Technology will be matched every 2 minutes from the 30th. Tongtai remains under disposition until November 9, the other 2 until November 5. Short-term trading risks are rising, and investors should watch matching differences and chase-up risks.

The Taiex closed at 46368.33 points on the 29th, plunging 667.25 points. AUO was sold off by foreign investors with 50436 lots, closing at 34.05 yuan down 4.22%, pressuring over 680,000 shareholders, as funds rotated into financial stocks for hedging.