Heavyweights Diverge as Price Gap Narrows
Taiex has seen heightened volatility recently, with electronics heavyweights moving in different directions, and share-price moves in TSMC (2330) and MediaTek (2454) sparking heated discussion among investors. A netizen recently posted on Threads noting that TSMC Chairman C.C. Wei had previously said he hoped TSMC's share price could soon catch up with MediaTek, originally thinking it meant TSMC would keep rising, only to find the recent narrowing in the gap came because MediaTek shares pulled back, prompting him to tell foreign investors you must have misunderstood, with the post sparking lively discussion after it was exposed.
Investors Joke and Tell Foreign Investors Not to Misunderstand
The original poster said, as C.C. Wei had earlier mentioned hoping TSMC's share price would catch up with MediaTek, he had expected TSMC's share price to keep climbing, even heading toward 5000元, but market moves turned out differently than imagined. He jokingly said, what that sentence meant was to push TSMC's share price to 5000, not to pull MediaTek down to 3000, and calling himself the fourth-largest institutional investor in Taiex, aka a retail investor, he called on foreign investors, hoping they would not misinterpret those remarks, with the humorous comments attracting much attention.
In terms of share-price performance, TSMC closed at 2400元 on 27日, while MediaTek closed at 3960元, narrowing the spread to 1560元. Although TSMC's share price is still below MediaTek, MediaTek has been relatively weak recently, gradually converging the price gap between the two high-priced stocks. For such a development, the original poster had originally hoped for TSMC chasing upward, but instead saw MediaTek moving down to meet it, leaving him torn between laughter and tears, and it has become a focus of discussion among investors. After the post was exposed, many netizens were amused and commented, so this is what catching up means, oh my god it was a misunderstanding, every word of a wish must be clear, while others teased, converging toward what you asked for yet you are still not satisfied, retail investors are really hard to please.
Market Focus Turns to Foreign Capital Allocation Ahead
Other netizens joked that TSMC has already chased to within only 1560元, while some jokingly called out a target price of 2330 for MediaTek, using TSMC's stock code to mock MediaTek's recent decline, and some investors left messages saying Brother Fa cheer up and save Brother Fa, cheering on investors holding MediaTek. In addition, some netizens believe that after the recent correction, MediaTek may offer a chance to reassess entry timing, revealing plans to wait for a pullback before positioning, but another camp of investors remains cautious on the outlook, believing that if the technical trend keeps weakening, those who bought at highs may still face a consolidation period. The different recent moves in the two heavyweights have refocused the market on foreign-investor moves and capital allocation, though how share prices move next remains to be seen. This material is for reference only; investors should make independent judgments, carefully evaluate and bear investment risks themselves.