Open High and Pull Back to Fall Below 46000 Points
Taiwan stocks today on the 27th opened high and moved low, surging to 46585 points in early trading, fluctuating around the flat line after entering 10 o'clock, turning negative 4 times, then sliding all the way down to 45676 points, breaking below the 46000 mark, with a high-low swing of 909 points. As of 11:45, Taiwan stocks reported 46008 points, down 33.4 points, down 0.07%, with trading volume reaching 6698 hundred million yuan. The overall market showed a pattern of opening high then fluctuating lower, with the early gains failing to hold and continued consolidation after turning from positive to negative intraday.
Electronic Components Weaken as 台積電 Supports the Market
In terms of heavyweight stocks, 台積電 2330 rose intraday to 2390 yuan, up 5 yuan, up 0.21%, maintaining a slight gain intraday. By sector, the four major US indices rose on the Anthropic IPO, but Taiwan stocks did not benefit from the AI rally. The electronic components sector fell 2.35%, with 禾伸堂 3026 down 5%, 台達電 2308 down 3.5%, and 川湖 2059 down 0.97%, showing relatively weak performance.
The glass sector, also related to the AI and semiconductor industries, also declined today, with the most indicative 台玻 1802 down nearly 2%. In traditional industries, 台塑 Four Treasures, plastic-rubber and chemical sectors all entered consolidation, with no clear mainstream on the market and rapid capital rotation.
Auto Stocks Warm Up With Mixed Performance
The long-sluggish auto sector showed a warm-up. The Ministry of Economic Affairs last week announced September wholesale, retail and food-service revenue, with motor vehicle retail benefiting from recovering buying interest, up 20.3% year-on-year, breaking the 19.1% year-on-year record in June, marking a formal recovery for the auto industry. The auto sector rose 0.72% today, with major domestic auto and auto-parts makers 和泰車 2207, 和大 1536, and 宇隆 2233 all moving higher, becoming a supporting force for the market.
In terms of top gainers, 程曦資訊 6898 was listed on the OTC market today, up 11.33%, while 東台 4526, 濱川 1569, and 彬台 3379 posted larger gains. Among decliners, 映興 3597, 泓德能源 6873, 宏至 3605, 台燿 6274, and 達航科技 4577 fell more deeply, with divergent performance across individual stocks.