Taiwan Stocks Reclaim 47000 Points
As buying on artificial intelligence themes continued to return, coupled with falling international oil prices lifting market sentiment, U.S. stocks closed higher across the board on 週二, with the Philadelphia Semiconductor Index rising over 3% and TAIFEX night futures surging 774 points, inspiring a strong rebound in Taipei stocks on 28日. The TAIEX closed up 939.35 points, or 2.04%, at 47,035.58 points, retaking the 47,000-point mark, with turnover reaching 7,221.35億元. Taipei stocks opened up 306.56 points at 46,402.79 points, hitting an intraday high of 47,060.46 points. Small and mid-cap stocks also strengthened, with the OTC index closing up 15.25 points, or 4.02%, at 394.45 points, with turnover of 1,653.57億元.
Heavyweights Lead and Institutional Moves
Among heavyweights, 台積電 (2330) closed up NT$25 at NT$2,425, contributing about 199 points to the broader market; 聯發科 (2454) surged NT$275, or 6.94%, to close at NT$4,235; 台達電 (2308) rose NT$40, or 2.65%, to close at NT$1,550, with all three heavyweights moving higher. Among the three major institutional investors, foreign investors ended 2 consecutive selling sessions, shifting to a net buy of 159.22億元; investment trusts bought for the 12th consecutive session, adding 118.07億元; proprietary dealers bought a net 24.48億元 for the 2nd consecutive session, while hedge accounts sold a net 2.83億元 for the 14th consecutive session, for a combined net buy of 298.94億元 by the three major institutional investors.
State Banks Sell Panel and Memory Stocks
Despite the strong rebound, the eight state banks still trimmed some popular stocks. The largest net sale was 友達 (2409) with 9,219 lots, followed by 華邦電 (2344) with 5,486 lots and 群創 (3481) with 5,182 lots, ranking as the top 3 net sales. The top 10 net sales were 友達 with 9,219 lots, 華邦電 with 5,486 lots, 群創 with 5,182 lots, 南亞 (1303) with 2,902 lots, 鴻海 (2317) with 2,596 lots, 凱基金 (2883) with 2,375 lots, 光寶科 (2301) with 2,189 lots, 臺企銀 (2834) with 2,142 lots, 台泥 (1101) with 2,047 lots, and 永豐金 (2890) with 1,859 lots. Foreign investors' top 5 net buys today were 友達, 華邦電, 群創, 力積電 and 聯電, with the top 3 also ranking as the top 3 net sales by the eight state banks, showing divergent moves.
On the buy side, the eight state banks' largest net purchase was 旺宏 (2337) with 6,080 lots, ranking first among all stocks; followed by 寶成 (9904) with 2,451 lots and 欣銓 (3264) with 2,442 lots. The top 10 net buys were 旺宏 with 6,080 lots, 寶成 with 2,451 lots, 欣銓 with 2,442 lots, 華航 (2610) with 1,681 lots, 玉山金 (2884) with 1,317 lots, 中石化 (1314) with 1,291 lots, 台玻 (1802) with 1,178 lots, 台塑 (1301) with 1,135 lots, 興富發 (2542) with 1,013 lots, and 聯電 (2303) with 756 lots. Foreign investors' top 5 net sales today were 旺宏, 台玻, 寶成, 華航 and 玉山金, all appearing in the eight state banks' top 10 net buys, with 旺宏 receiving over 6,000 lots in state-bank buying, a chip movement worth watching.