Three Major Institutions Post Synchronized Net Buying of Nearly 30 Billion
Taiwan stocks rebounded strongly on October 28, with the Weighted Index surging 939.35 points to close at 47035.58 points, reclaiming the 47000 mark. The OTC index rose 4.06% to close at 394.61 points. Combined listed and OTC turnover reached 8874.92 billion yuan, with trading clearly heating up. Chips turned positive, with the three major institutional investors posting combined net buying of 298.94 billion yuan, with foreign and mainland investors, investment trusts and dealers all on the buy side. Among them, foreign and mainland investors excluding foreign proprietary trading posted net buying of 159.22 billion yuan, investment trusts posted net buying of 118.07 billion yuan, and dealers posted combined net buying of 21.65 billion yuan; proprietary trading posted net buying of 24.48 billion yuan, and dealer hedging posted net selling of 2.83 billion yuan.
Over 1600 Listed and OTC Gainers as Sentiment Warms
By breadth, 903 listed stocks rose and 355 fell, 729 OTC stocks rose and 349 fell, for a combined 1632 gainers, showing this rebound was not driven by a few heavyweights alone but by broad strength across most stocks, with bullish sentiment clearly heating up. Among heavyweights, 台積電 (2330) played a key role in pushing up the market, closing up 25 yuan at 2425 yuan, up 1.04%. As 台積電 stopped falling and rebounded, along with other electronics heavyweights rising together, the broader market stabilized.
Electronics Heavyweights Lead as Funds Focus on Supply Chain
By turnover ranking, electronics remained the focus of market funds. 聯發科 (2454) surged 275 yuan to close at 4235 yuan, up 6.94%. 台光電 (2383) rose 275 yuan to close at 5025 yuan, up 5.79%. 聯茂 (6213) rose 32 yuan to close at 778 yuan, up 4.29%, showing buying in electronics-related stocks clearly warming up. Top turnover stocks closed almost all higher, with funds clearly concentrated in electronics heavyweights, semiconductors and related supply chains, becoming a key driver lifting the index.
Memory and Substrate Stocks Strong as 景碩 Hits Limit-Up
Memory and related electronics groups also performed brightly. 南亞科 (2408) rose 36 yuan to close at 477 yuan, up 8.16%. 南亞 (1303) rose 21.5 yuan to close at 319 yuan, up 7.23%. 欣興 (3037) rose 40 yuan to close at 1100 yuan, up 3.77%. 景碩 (3189) surged 94 yuan to close at 1035 yuan, hitting limit-up, one of the most eye-catching strong stocks on today's turnover ranking. Among other top turnover stocks, 國巨* (2327) rose 26 yuan to close at 547 yuan, up 4.99%. 健策 (3653) surged 515 yuan to close at 6375 yuan, up 8.79%. 日月光投控 (3711) rose 44 yuan to close at 695 yuan, up 6.76%. Investing involves risks, investors should carefully evaluate risks when making decisions and be responsible for their own investment results.