Taiwan Stocks Surge 939 Points to Top 47,000 as State-Owned Banks Trim AUO

陳陳柏宏 證券線記者2026-10-28 16:56

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Taiwan stocks surged 939 points on the 28th to close at 47035, reclaiming the 47000 mark, with the three major institutional investors posting combined net buying of 29.8 billion yuan. The eight state-owned banks trimmed panel stocks including AUO and added 6080 lots of Macronix, moving in the opposite direction from foreign investors.

Taiwan Stocks Rebound Strongly to Reclaim 47000 Level

Buying on artificial intelligence themes continued to return, while falling international oil prices lifted market sentiment. U.S. stocks closed higher across the board on Tuesday, with the Philadelphia Semiconductor Index up more than 3%, and TAIFEX night futures surging 774 points, inspiring a strong rally in Taipei stocks on the 28th. The Weighted Index opened at 46402.79 points, up 306.56 points, then moved steadily higher led by heavyweight stocks, hitting an intraday high of 47060.46 points. It closed up 939.35 points, or 2.04%, at 47035.58 points, retaking the 47000 mark, with turnover reaching 7221.35 billion yuan. Small and mid-cap stocks rose together, with the OTC index closing up 15.25 points, or 4.02%, at 394.45 points, with turnover of 1653.57 billion yuan.

Heavyweights Lead as All Three Major Institutions Buy

Among heavyweight stocks, TSMC closed up 25 yuan at 2425 yuan, contributing about 199 points to the index; MediaTek surged 275 yuan, or 6.94%, to close at 4235 yuan; Delta Electronics rose 40 yuan, or 2.65%, to close at 1550 yuan. The three heavyweights rose together, becoming key drivers of the index. Among the three major institutional investors, foreign investors ended 2 straight sessions of selling and turned net buyers of 15.922 billion yuan; investment trusts bought for the 12th straight session, adding 11.807 billion yuan; dealers net bought 2.448 billion yuan for the 2nd straight session, while dealer hedging sold net 283 million yuan for the 14th straight session. The three major institutions posted combined net buying of 29.894 billion yuan.

State-Owned Banks Trim Panel and Memory Stocks

Despite the strong rebound, the eight state-owned banks still trimmed some popular stocks. By net sell statistics, the most sold was AUO with 9219 lots sold; followed by Winbond with 5486 lots; Innolux ranked 3rd with 5182 lots sold, showing panel and memory-related stocks were the main trimming targets today. The top 10 net sells were AUO 9219 lots, Winbond 5486 lots, Innolux 5182 lots, Nan Ya Plastics 2902 lots, Hon Hai 2596 lots, KGI Financial 2375 lots, Lite-On Technology 2189 lots, Taiwan Business Bank 2142 lots, Taiwan Cement 2047 lots, and SinoPac Financial 1859 lots. Notably, foreign investors' top 5 net buys today were AUO, Winbond, Innolux, Powerchip and UMC, with the top 3 also ranking as the top 3 net sells by state-owned banks, showing foreign investors adding while state-owned banks trimmed.

State-Owned Banks Add Macronix in Opposite Direction to Foreign Investors

On the buying side, the eight state-owned banks' top net buy today was Macronix with 6080 lots, ranking first; followed by Pou Chen with 2451 lots; Ardentec ranked 3rd with 2442 lots bought. The top 10 net buys were Macronix 6080 lots, Pou Chen 2451 lots, Ardentec 2442 lots, China Airlines 1681 lots, E.SUN Financial 1317 lots, China Petrochemical Development 1291 lots, Taiwan Glass 1178 lots, Formosa Plastics 1135 lots, Highwealth Construction 1013 lots, and UMC 756 lots, spanning semiconductors, financials, traditional industries and airlines. In addition, foreign investors' top 5 net sells today were Macronix, Taiwan Glass, Pou Chen, China Airlines and E.SUN Financial, yet all 5 appeared in the state-owned banks' top 10 net buys, with Macronix receiving more than 6000 lots of state-owned buying, pulling clearly ahead of the others and marking a chip-movement trend worth watching today.

FAQ

How did the Taiwan Weighted Index perform on the 28th?

The Weighted Index closed up 939.35 points, or 2.04%, at 47035.58 points, retaking the 47000 mark, with turnover of 7221.35 billion yuan and an intraday high of 47060.46 points.

Which stocks did the eight state-owned banks mainly sell and buy on the 28th?

The top 3 net sells were AUO with 9219 lots, Winbond with 5486 lots, and Innolux with 5182 lots; the top 3 net buys were Macronix with 6080 lots, Pou Chen with 2451 lots, and Ardentec with 2442 lots, with Macronix the top buy.

How did state-owned banks' trading differ from foreign investors?

AUO, Winbond and Innolux were among foreign investors' top buys but ranked as the top 3 net sells by state-owned banks; Macronix, Taiwan Glass, Pou Chen, China Airlines and E.SUN Financial were foreign investors' top 5 net sells but all made the state-owned banks' top 10 net buys, in opposite directions.