Market Opens Higher and Surges Over 850 Points Intraday
Taiwan stocks rebounded strongly today (28th), with the weighted index opening at 46402.79 points, up 306.56 points, and extending gains in early trading, surging 853.75 points to 46949.98 at one point. As of 11:53 a.m., the index was at 46867.96 points, up 771.73 points or 1.67%, with turnover reaching NT$5108.44 billion. The rally was fueled by all four major U.S. indexes closing higher, returning AI buying, and falling international oil prices, with the OTC index rising over 3% at one point, while glass, plastics, memory, and passive component groups strengthened together.
High-Priced Stocks Rise Together as 玉晶光 Hits Daily Limit
Stock king 信驊 (5274) hit a盤中 high of 16985, surging NT$970, increasing the book value of one lot by NT$970,000. Stock queen 川湖 (2059) also returned above NT$10,000, reaching as high as 10290. Optics maker 玉晶光 (3406) hit the daily limit, with nearly 4000 buy orders queued at one point. Among high-priced stocks, 創意 (3443) hit the daily-limit price of 8170 intraday, 健策 (3653) touched the daily limit of 6445, and 大立光 (3008) climbed to 6345, with thousand-NT-dollar stocks becoming the market focus.
Heavyweights Recover as Thermal Stocks Rebound Strongly
Heavyweight stocks recovered together, with 台積電 (2330) rising NT$30 to 2430 intraday, 聯發科 (2454) rebounding about 6% back above 4000, and 台達電 (2308) also rising about 4%. Stocks including 鴻勁 (7769), 旺矽 (6223), 台光電 (2383), 世芯-KY (3661), 奇鋐 (3017), 力旺 (3529), 富世達 (6805), 雙鴻 (3324) and 金像電 (2368) all rose over 5% intraday, with thermal stocks such as 奇鋐 and 雙鴻 performing especially strongly, showing a clear return of AI server-related buying.
Analyst Flags 玉晶光, Advises Against Chasing Highs
According to Yahoo Finance, Qifa Investment Advisory analyst 郭憲政 noted that the surge in thousand-NT-dollar stocks was mainly driven by the U.S. rebound, along with capital returning to high-priced stocks that had corrected deeply earlier. However, 聯發科, 台達電, 大立光 and the thermal group have diverged recently, so investors should not rush to chase highs. He specifically named 玉晶光, saying the stock remained relatively strong during the market pullback, with its optics business and advanced packaging layout worth watching, but as it has already hit the daily limit in the short term, long-term odd-lot investors may wait for a pullback near the 5-day moving average before evaluating entry.