Taiwan stocks on 10月30日 plunged 1156點, foreign investors posted net sales of 1124億元, 0050 was net sold for 16日 totaling 68.4萬張, the three active ETF pillars were also heavily sold totaling 18.1萬張, market selling pressure was heavy, and investors should carefully assess risks.
Taiwan Stocks
An online user with over 3 years of ETF investing tried futures for the first time, going long on the index when the broader market was at 50,000 points and averaging down to more than 10 contracts. He eventually closed out all positions with a loss of NT$638,750, sparking heated community discussion about leverage and stop-losses.
Taiwan stocks plunged 1156 points on the 30th to close at 45211 points, breaking below the 6-month moving average, with the weekly index down 829 points; foreign investors posted net sales of 1733 hundred million yuan for the week, with Yuanta Taiwan 50 suffering 16 straight sales with 186 hundred million yuan withdrawn.
Shang Mao has posted 6 consecutive limit-ups after falling below 20 on October 20, closing at 33.9 on October 30, up 46.12% on the week to rank first among listed stocks, although Q1 and Q2 EPS remained at losses of 0.49 and 0.42, with September revenue also down month-on-month.
Taiwan stocks plunged 1156.50 points on the 30th to close at 45211.83 points. Analyst Guo Zherong turned bullish against the trend, expecting a thousand-point rebound in the fourth quarter and challenging 50000 points by year-end, naming six stocks to watch, and promising 10000 chicken steaks and bubble teas if the target is missed.
US tech stocks plunged on AI monetization concerns, with TSMC ADR down 5.95%, the Philadelphia Semiconductor Index tumbling 7.2%, Taiwan stock index futures night session falling 867 points to close at 44,433, and foreign investors' net short positions reaching 92,241 contracts. Institutional investors warn Taiwan stocks may test 45,000-point support next week.
After UMC's earnings call, its share price plunged 12.89% over two days, closing at 111.5 on the 30th. Some netizens compared revenue to 2022 and the share price of about 50 at the time, questioning why the P/E ratio is still 17x after surging to 185.5, debating whether it is fundamentals or liquidity-driven speculation, while bulls point to TFLN and CPO themes.
Industrial PC maker Advantech reported financial results for the first three quarters of 2026, with consolidated revenue of NT$78.952 billion, up 49% year-on-year, net profit after tax of NT$14.07 billion, up 88% year-on-year, and EPS of NT$16.21, already exceeding the full year of last year. Third-quarter revenue and profit both hit record highs, and the new North America headquarters officially opened to capture edge AI business opportunities.
Local investment advisor is bullish on TUC on AI server and ASIC demand with rising high-end material penetration, estimating 2026 EPS of 24.16 and 2027 EPS of 47.79, raising target price from 1900 to 2070 and maintaining Overweight rating.
The TAIEX tumbled 2728 points in October as foreign investors slashed Taiwan stocks and remitted funds abroad. The NT dollar fell 6.26 Jiao on the month to 32.478, down 1.96%. Banks say the outlook hinges on foreign investor moves and the central bank's stance, with fund flows dominating the forex market.
The New Taiwan dollar plunged 6.26 jiao in October to close at 32.478 yuan, down 1.96% for the month. The Taiwan stock market crashed 2728 points in a single month as foreign investors slashed holdings to a record monthly net sell. The outlook focuses on foreign investor moves and the central bank's stance, while a steady U.S. dollar and Federal Reserve rate moves also weigh on forex trends.
According to TWSE statistics as of October 30, Year 115, the TAIEX closed at 45,211.83 points, down 829.6 points for the week, a decline of 1.8%, with total market value at 148.03 trillion yuan; shipping rose 1.49% to resist the decline, while optoelectronics fell 8.31%, the weakest.
US tech stocks plunged, TSMC ADR fell 5.95%, and Taiwan index futures in the night session fell below 45000 points. Institutions point to rising doubts over AI monetization, foreign investors net sold 9943 hundred million New Taiwan dollars in October, Taiwan stocks may test 45000-point support at next week's open, awaiting stabilization signals and a recovery in volume.
US tech giants' earnings misses triggered sharp stock corrections. Institutions say Taiwan's AI supply chain faces four major shifts involving customer concentration, a shift to inference, and hardware upgrades, with full-year profits still seen growing at double-digit rates and long-term buying opportunities emerging after the correction.
U.S. tech stocks slumped, with Intel plunging 28.58% and losing about $140 billion in market value, while the PHLX Semiconductor Index tumbled 7.2%. Taiwan margin financing dropped by NT$10.4 billion, putting pressure on next week's open, as markets focus on AI capex returns and signals of semiconductor stabilization.
US tech giants expanded AI capital expenditure, turning free cash flow negative, triggering a sell-off in US and Taiwan tech stocks. Taiwan stocks fell below the half-year line with heavy net selling by foreign investors. High interest rates and oil prices increased funding pressure, with focus ahead on debt financing and rate direction.
Taiwan stocks plunged 1156 points on the 30th to fall below 46000 points, with the OTC index plunging more than 4.4%. The market has pulled back 9.25% from its 49822-point high, and investment trusts say fundamentals remain sound, with margin positioning washout favoring medium-to-long-term positioning in core AI names.
U.S. tech stocks plunged, dragging down Taiwan stocks. The Philadelphia Semiconductor Index fell 7.2%, Taiex futures night session dropped 867 points to close at 44,433 points, and TSMC ADR fell 5.95%. Taiwan stocks plunged 1,156 points on Friday, falling below the half-year moving average, with institutional investors selling a net NT$139.8 billion. Analysts are focusing on margin financing and rebound signals at the quarterly moving average.
Taiwan stocks fell 1156.50 points to close at 45211.83 on the 30th, intraday once plunging more than 1600 points and falling below 45000. Experts say short-term noise will cause repeated bottom-testing, AI demand is unchanged, and the pullback offers a medium- to long-term positioning opportunity.
Taiwan stocks plunged more than 1,600 points intraday on the 30th, closing down 1,156.50 points at 45,211.83. Allianz Taiwan said short-term sentiment is disrupting the market, while AI demand and cloud spending remain unchanged, and the pullback offers a mid- to long-term opportunity to build positions in stages.