
AI-generated summary
Taiwan stocks have plummeted in consecutive days, with intraday fluctuations reaching 1,885.72 points on the 4th. The transaction volume exceeded 1.1 trillion yuan, and foreign investors sold 149.899 billion yuan in a single day. Qiu Qinyi likened this trend to "the super-gravity angry god of Leofoo Village" and reminded investors to pay attention to the valuation and investment returns of the AI industry.
The Taiwan stock market has plummeted in recent days, and on the 4th, it staged a thrilling 1,000-point fury. The intraday swings reached 1,885.72 points, the transaction volume exceeded 1.1 trillion yuan, and foreign investors sold 149.899 billion yuan in a single day. Qiu Qinyi, a former anchor and host of Dongfeng TV's "Is It OK to Be Single?" posted a post late at night yesterday (4th), describing the trend of Taiwan's stock market as "the super-gravity raging god of Leofoo Village." In addition to paying attention to the violent market fluctuations, she also pointed out that the AI industry is facing a profit test from Wall Street. She bluntly said that the market has shifted from comparing who dares to spend money to examining who has the ability to make money back.
Qinyi Qiu analyzed the violent fluctuations in Taiwan stocks late at night yesterday (4th) and reminded investors to pay attention to the valuation and investment returns of the AI industry. (Photo taken from Facebook)
Qiu Qinyi pointed out that the Taiwan stock market once dropped to 41,855.82 points on the 4th, with the maximum drop of more than 1,400 points. Buyers then entered the market and pulled 1,093 points from the low point. Finally, they closed at 42,948.91 points, down 358.63 points. Although the index decline sharply converged, foreign investors did not stop raising funds. She said that what the market fears most is not good news or bad news, but a sudden change in the rules of the game. She also listed the changes in the political situation after the U.S. midterm elections as market observation factors, believing that tariffs, fiscal policies and AI industry regulation may affect investors' judgments.
In addition to the political situation, Qiu Qinyi is more concerned about the return on investment in the AI industry. She mentioned that technology giants such as Microsoft, Google, Meta, and Amazon have continued to invest in AI in the past few years. The market is optimistic about related investments. Now Wall Street is beginning to ask: "Hundreds of billions of dollars have been spent, where is the ROI?" She believes that in the past, the market was comparing who dared to invest money, but now it is beginning to examine who has the ability to make money back. The golden age of AI may not be over yet, but the market has entered a stage of more stringent valuation testing.
Qiu Qinyi also used the Internet bubble in 2000 as a reference, pointing out that the Internet did change the world back then, but many investors had to wait a long time because the purchase price was too high. She emphasized that AI may also change the world, but a good company does not always mean a good price. In addition to understanding the industry, investors must also master technical analysis, chips, international funds and risk management. She also shared her investment philosophy in her post, believing that technological revolution can create huge wealth, but whether wealth can be retained still depends on knowledge, discipline and risk management.
AI outlook — possibilities, not facts
Taiwan stocks will continue to face selling pressure from foreign investors and AI valuation tests in the short term, and volatility may continue.
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