Taiwan stocks surged past 1,200 points! 9 golden stocks fell to their limit again

Taiwan stocks continued to fall, and AI stocks plummeted across the board. (File photo)

[Reporter Zhuo Yijun/Report from Taipei] The political landscape has changed after the midterm elections in the United States. The Democratic Party won both houses of Congress. It is not ruled out that the approval of computing infrastructure will be restricted in the future. The Philadelphia Semiconductor Index fell 3.13% yesterday. The Taiwan stock market plummeted more than a thousand points today and reached a new low. AI concept stocks fell to the ground. The counter buying index plummeted more than 5%. Intraday creative (3443), Nine thousand gold stocks including Jiance (3653), Taiwan Optoelectronics (2383), Yingwei (6515), Fusda (6805), Colliers (8996), Shuanghong (3324), Taiyao (6274), etc., fell to the limit, and individual stocks such as Wanrun (6187) and Nanjing Electric (8046) fell out of the thousand gold club, leaving only 39 thousand gold club members.

Uni-President Securities pointed out that the political situation in the United States has established a divided government, and there are concerns about the changes after the Texas election and the tightening of approvals for AI data centers, which has caused the Feihan and memory groups to suffer heavy losses. However, there is hope for U.S.-Iraq war negotiations, the fall in oil prices from their highs has cooled inflation expectations, and government bond yields have fallen, which is conducive to the restoration of valuations. The short-term reaction to the election is final, combined with the year-end accounting market, and the technical level of Taiwan stocks entering the oversold zone, there is room for a short-term rebound, but we still need to pay attention to the progress of US AI infrastructure and the sustainability of AI liquidity. Operational suggestions to maintain financial flexibility.