US tech earnings disappointed and dragged Taiwan stocks below the half-year line. As CCL plunged, the PTFE theme heated up. Ruan Muhua says high costs and an immature supply chain make full replacement unlikely within two years, impact on EMC is limited, and names Nanya's dual-track layout as advantaged.
Taiwan Stocks
Weak US tech earnings trigger a sharp correction, Google falls below its annual moving average into a death cross, Buffett faces about US$7 billion in book losses, Amazon and others plunge, institutions point to four shifts including capital concentration in top-tier clouds and a pivot to inference affecting Taiwan supply chain.
Taiwan stocks plunged over 1600 points intraday on the 30th, closing down 1156.5 points below the half-year line. Financial expert Ruan Muhua disclosed his trading statements, building positions in TSMC as well as 00927 and 00685L in batches while retaining cash.
Taiwan stocks plunged 1156.5 points on the 30th to close at 45211.83 points, falling below the half-year line. Ruan Muhua disclosed his account statements to announce phased purchases of TSMC, 00927 and 00685L, stressing the bottom has not been reached and retaining cash to respond cautiously, while the market remains conservative and watchful.
The four major U.S. stock indexes plunged on October 30, with the PHLX diving 7.2%, TAIFEX night session tumbling 867 points and TSMC futures falling 87. Taiwan stocks face opening pressure on November 2, with institutional investors selling a net 1402.2億元, and the 45000-point level facing a defensive battle.
Taiwan stocks plunged 1156.5 points on the 30th to close at 45211.83 points, falling below the half-year moving average, with turnover of 8777.3 hundred million yuan. Ruan Muhua disclosed his trading statements and is building positions in TSMC, 00927 and 00685L in batches, stressing he is keeping cash on hand and is not calling a bottom.
The TWSE and TPEx announced on 30日 that Xintec, Giga Solar and Tatung System Technologies will be listed as disposition stocks starting 11月2日, all with matching every 2分鐘. Among them, Tatung System Technologies rose 58.14% in 6天, the sharpest gain, Giga Solar rose 42.26%, and Xintec faces disposition until 11月10日, the longest period, reminding investors to watch trading risks.
Taiwan stocks plunged 1,156 points on the 30th to close at 45,211, down 2.49%, falling below the 45,314 six-month moving average, with trading volume of 877.7 billion yuan; Ruan Muhua built positions in TSMC, 00927 and 00685L in batches, retaining cash and responding cautiously.
Fed rate-hike expectations widen Taiwan-US rate gap, foreign investors net sell for 10 days totaling 8380億元, 2.2兆元 year-to-date this year, NT dollar falls 7 straight to 32.714, 33 defense faces severe test, institutions focus on exporter stocks for FX gains and cost pass-through strength.
Taiwan stocks plunged 1156.5 points on the 30th to close at 45211.83, falling below the 6-month moving average, with October cumulative losses of 2728.3 points. Weighed down by US tech earnings fueling AI concerns, Guo Zherong remains bullish on a fourth-quarter rebound and named several quality stocks to watch.
On October 30, Taiwan stocks closed down 1156.5 points at 45211.83 points, with electronics heavyweights tumbling while funds flowed into shipping as a hedge, Yang Ming rose 2.42% to close at 63.5, institutions maintain Buy rating with target price 76.
Taiwan stocks plunged 1156.5 points to close at 45211.83 on October 30, putting dividends for 4 popular Nomura ETFs in focus, with actively managed 00985A posting an 18.09% annualized yield and passive 00935 delivering a year-to-date return of 100.09%.
Taiwan stocks plunged 1156.5 points on the 30th to close at 45211.83 points, with performance diverging among 3 popular actively managed ETFs. 00407A fell 2.83%, showing the strongest resilience. Experts break down human-machine stock selection and dynamic allocation, offering a reference for small investors.
Taiwan stocks retreated from the October high of 49968.92, shedding 2312 points, while Taiwan ETF beneficiaries rose against the trend to 23.8 million, up 1.17 million in a single month, with almost all of the top ten popular ETFs posting growth. Institutional investors believe the long-term bull market structure remains intact.
Expanded AI capital spending by Amazon and a cash-burn warning from Intel dragged US technology stocks lower, with the Nasdaq falling to a more than two-month low. The TAIFEX night session plunged 695 points, falling below 45000, raising fears of a catch-up selloff on Monday.
U.S. stocks weakened across the board in intraday trading on the 30th, with the Philadelphia Semiconductor Index plunging 7.63% and the Nasdaq tumbling 2.7%. Intel plunged over 30% on disappointing guidance, TSMC ADR fell 5.82%, and Taiwan index futures plunged 657 points in night trading, breaking below 45000 points.
ASE Technology Holding's Q3 assembly and testing revenue rose 20.4% QoQ, with gross margin of 30.6% beating guidance. Analysts raised the Q4 outlook, lifted 2026 capital expenditure to US$11.5 billion, estimated EPS at NT$21.38, raised the target price to NT$900, and maintained a Buy rating.
Taiwan stocks on 10月30日 plunged 1156.5 points to close at 45211.83 points, with a cumulative collapse of 近兩千點 in 兩天. Guo Zherong reiterated his year-end 5萬點 target, offering a 萬份 chicken steak and bubble tea bet, expressing optimism for a Q4 rebound and urging no leverage.
Taiwan stocks plunged 1156.5 points to close at 45211.83 on October 30, the last trading day of October. Silicon photonics stocks faced heavy selling pressure, with bellwether Lianya briefly hitting limit-down to close at 2370. Foreign investors posted a 7th consecutive day of net selling, while domestic institutions maintained buy ratings on strong order backlog.
A college junior has worked part-time since high school graduation and tutored since sophomore year, earning 3.5萬 to 4萬元 per month, living at home with no rent and saving 2.5萬 to 3萬元 per month, accumulating 95萬2069元, mainly in 006208, targeting 100 lots after the split, sparking heated online discussion.