Heavyweights Fall Together Dragging the Market Below 47000點
Taiex opened weak on 29日, with four major heavyweights falling in sync, the weighted index opened down 20.17點, then moved lower to break below the 47000點 integer level, also losing the 10-day line. As of 34分, the index was down more than 488.8點 and continued to probe lower. The top three gaining sectors were financials, biotech and autos, providing relatively support.
On the US stock side, boosted by the Federal Reserve decision to keep interest rates unchanged, all four major indexes closed higher on 28日, but Taiex did not follow. The OTC market index opened up 1.79點, held gains for only 11分鐘 before falling below the flat line and dropping deeper, down more than 5.1點 at 36分, showing selling pressure in small and mid-cap stocks also expanded.
Nanya Technology Briefly Hits 497.5元 With Standout Volume and Price
Led by Nanya Technology(2408) at the open, most memory stocks briefly turned red. Nanya Technology opened higher and rose, climbing to a high of 497.5元 within 5分鐘 after the open, up 20.5元, then fluctuated lower under pressure from the market decline, falling below the flat line at 45分 under selling pressure, then consolidating in a narrow range near the flat line, with standout resilience. As of 46分, trading volume had exceeded 3.33萬餘張, the strongest volume-price performance in the group, while other group stocks fell below the flat line one after another due to lack of leadership from heavyweights and other mainstream stocks.
AI Shortages Push 第4季 Prices Up Another 30%
The investment research department pointed out that Tesla CEO Elon Musk said humanoid robot development is rapid, but faces memory shortage problems urgently needing resolution. Memory supply and demand, after AI server volumes ramped up, also faces shortages, pushing memory 第4季 prices up another 30%, and driving domestic and foreign institutional investors to favor revenue and profit growth momentum for the memory group in 第4季.
9月 Revenue of 450.9億元 Hits Record High as Institutions Add Positions
Nanya Technology self-reported 9月 consolidated revenue of 450.9億元, up 0.89% month-on-month and up 577% year-on-year, a record high, and the 12th consecutive month of both monthly and yearly growth; cumulative revenue for the first 3季 was 2653億元, up 627% year-on-year, also a record high, up for 3年 in a row. As of the 28日 close, the market's three major institutional investors and key players simultaneously added to Powerchip, with foreign investors buying a net 5429張, investment trusts buying a net 448張, key players buying a net 6928張, and dealers buying a net 652張. The investment research department said, based on Nanya Technology intraday price of 480元 on 29日, the share price remains below the monthly and quarterly lines, currently in a reasonable range, and short-term trading can move back and forth near the monthly line.