
AI-generated summary
Taiwan stocks rose 110.51 points today and closed at 49,822.55 points, setting another new closing high. However, Investment Trust sold Taiwan stocks for 15.851 billion yuan.
Zhending was significantly oversold by 00981A today. (Photo by reporter Zhuo Yijun)
[Reporter Zhuo Yijun/Report from Taipei] Taiwan stocks fell below 50,000 points today. The weighted index rose 110.51 points to close at 49,822.55 points, setting a new closing high. However, investment trusts sold Taiwan stocks. 15.851 billion yuan, the heavyweight Taiwan stock active ETF─Active Unified Taiwan Stock Growth (00981A) today overweighted 3 stocks and reduced 10 stocks. It sold more and bought less, and almost sold out all its holdings. Zhending-KY (4958), slashed 3482 lots, leaving only 1 holding. Xinquan (3264) and Taibiao Branch (6278) also sold out to only 1 lot left, backhand bought Chaojinxiangdian (2368) ) 681 shares, the holdings increased to 3164, and Taiyao (6274) was overweighted by 316 shares, bringing the holdings to 6467. At the same time, the holdings of Creative (3443) were increased by 132 shares, with a total holding of 520 shares.
According to the latest information, 00981A sold 5,000 shares of Chao LMC (2303) today, 1,238 shares of Chao Yage* (2327), 800 shares of Chao Xinxing (3037), and 697 shares of Chao Xinquan. There is only 1 share left. Oversold Fu Shida (6805) 512 contracts, oversold Tradelink-KY (3665) 471 contracts, oversold Taiwan Meter Branch 447 contracts, with only 1 holding left, oversold Qincheng (8210) 205 contracts, and oversold Xinhua (5274) 11 contracts.

On Monday, the euro fell to 1.12 against the dollar, a 17-month low. Investors' concerns about the stability of euro zone bonds, especially French debt, have intensified, causing the gap between French and German bond yields to widen. Analysts pointed out that a weaker euro may further exacerbate inflationary pressures.

The anniversary celebration of Shin Kong Mitsukoshi Taipei Xinyi Xintiandi will be held on October 15. This year’s performance target is set at 6.38 billion yuan, with an expected growth of 3%. Through the three major driving forces of new venues, new topics and new products, combined with more than a thousand brands and multiple large-scale activities, we will make an all-out effort to gain momentum.

HTC benefited from the expansion of AI glasses, and its revenue in September reached 339 million yuan, a monthly increase of approximately 37.8% and an annual increase of approximately 12.6%, setting a new revenue high in the past 17 months. Revenue in the third quarter was approximately 760 million yuan, a quarterly increase of approximately 24.63%.

Cathay Investment Bank held a press conference on its outlook for the fourth quarter of 2026 and pointed out that the global market is facing pressure from oil prices, inflation and interest rate increases, but the AI industry's capital expenditures are expanding, corporate profits are strong, and technology stocks are supported by fundamentals. Taiwan's economic growth rate for the year is expected to be 12%.

Acer Information announced September revenue of NT$1.53 billion, a monthly increase of 30.74% and an annual increase of 97.4%. In the third quarter, consolidated self-financed revenue reached NT$3.82 billion, an annual increase of 74%, a record high for both a single month and a single quarter, mainly driven by digital transformation and AI application demand.

Taiwan stocks approached a record high of 50,000 points, and foreign investors turned oversold. The exchange rate of the New Taiwan dollar against the U.S. dollar rose in early trading. In the afternoon, it fell below 31.8 yuan due to the shift of foreign hot money. In late trading, it held the price of 31.7 yuan under the adjustment of the central bank and closed at 31.781 yuan, marking the fifth consecutive red.