
AI-generated summary
After the U.S. midterm elections, the market is concerned that Democratic Party policies may lead to tighter approval for the construction of AI data centers. Taiwan stocks have recently experienced a sharp correction due to the decline in U.S. technology stocks.
The Democratic Party won an overwhelming victory in the U.S. midterm elections. Investors are worried that after the Democratic victory, there will be increased resistance and restrictions on the construction of data centers. Micron fell 7%, Huida fell 3.17%, and the Philadelphia Semiconductor Index fell 3.13%. Because U.S. technology stocks were unable to stop their decline, Taiwan stocks were in the green today, falling 1374.19 points, closing at 41574. At 72 o'clock, AI concept stocks are bleeding like rivers, and the PCB community has fallen to the ground. Many investors have cut off their hands and feet, and the panic of indiscriminate selling has spread on the market. Taiwan stocks have plummeted 5,460.86 points in 6 trading days, and financing suspension and recovery orders are imminent. According to the latest statistics, today's listed financing decreased by 20.537 billion yuan, and OTC financing decreased by 5.644 billion yuan.
According to Uni-President Securities analysis, the post-election changes in Texas in the United States have triggered market concerns about the possible tightening of approvals for AI data centers, causing the semi-financial index and the memory group to plummet. The technical level of Taiwan stocks has entered the oversold zone, and there is room for a rebound in the short term. However, attention must still be paid to the progress of AI infrastructure in the United States and the sustainability of AI liquidity.
AI outlook — possibilities, not facts
Taiwanese stocks will continue to pay attention to the progress and liquidity of AI infrastructure in the United States in the short term.
Likely · Within weeks

Taiwan stocks fell 1,374.19 points today, closing at 41,574.72 points. It has retreated more than 8,000 points since its October high. Foreign investors sold more Taiwanese stocks in October, reaching 942.18 billion yuan, a five-year high for the same period. The Financial Supervisory Commission responded that the fundamentals of Taiwan stocks are good and market risks are controllable.

The U.S. Democratic Party gained an advantage in the midterm elections, triggering market concerns about AI industry regulation and infrastructure debt. The share prices of Asian semiconductor stocks such as Samsung, SK Hynix and Tokyo Weini Technology have plummeted, and funds have shifted to value stocks such as automobiles and consumption.

The US Treasury Department announced it will keep note and bond auction sizes unchanged for the coming quarters, maintaining the 30-year bond auction at US$25 billion, consistent with previous quarterly refunding rounds.

In response to Bloomberg's report that Micron has suspended the US$4.5 billion Taoyuan plant project due to labor disputes, the Ministry of Economic Affairs responded that Micron is operating normally in Taiwan and will continue to provide necessary assistance to support its long-term development. Micron emphasizes that Taiwan is the key to its global layout and has reached a preliminary agreement with the labor union on the reward system.
The 2026 China Aviation Industry Conference and Nanchang Aviation Industry Expo was held in Nanchang, Jiangxi. The conference showcased innovative achievements such as drones and discussed the development of low-altitude economy and commercial aerospace. Nanchang is relying on the advantages of the aviation industry chain to promote the strategic transformation from a "cradle" to an industrial "hub".
The 9th China International Import Expo opened in Shanghai on November 5. The International Trade Promotion Department of the Ministry of Commerce of Thailand organized Thai companies to participate in the exhibition, focusing on displaying products such as food and beverages, aiming to expand trade channels with China and deepen Thailand-China economic and trade cooperation.