Focus Stocks》Wistron: The top five electronics brothers are all in Mexico. Buy and enter the market to hunt for dips.
Quick Look
- The four major U.S. stock indexes fell sharply, causing Taiwan's weighted index to plummet by more than 3,000 points at the opening.
- Electronics Brothers collectively led the decline.
- Wistron once hit the lower limit of 152 yuan.
AI-generated summary
Why It Matters
The four major U.S. stock indexes plummeted, and the Taiwan Weighted Index plummeted by more than 3,000 points at the opening. No one in the electronics industry was spared, but buying at low prices brought the decline to a halt. The legal person believes that Electronic Fifth Brother’s view on the demand for downstream AI servers has not changed, the order momentum is strong, and the third quarter financial report may be the strongest performance in a single quarter.
At present, Electronic Fifth Brother has not changed his view on the demand for downstream AI servers, and the order momentum remains strong. (File photo)
[Reporter Fang Weijie/Report from Taipei] The four major U.S. stock indexes are bleeding. Taiwan's weighted index fell more than 3,000 points at the opening today, led by technology stocks. No one in the electronics industry was spared. Fortunately, buying took advantage of the dip. Market, the stock price decline slightly subsided, among which Wistron (3231) once hit the lower limit of 152 yuan, and as of 9:17 am, it was temporarily trading at 155 yuan, a decrease of 8.01%, with a trading volume of 13,435 contracts.
At the same time, Quanta (2382) was temporarily quoted at 280 yuan, a decrease of 6.67%, with a trading volume of 7,321 contracts; Inventec (2356) was temporarily quoted at 50.7 yuan, a decrease of 7.82%, with a trading volume of 9,897 contracts. ; Pegatron (4938) was provisionally reported at 88.9 yuan, a decrease of 8.54%, with a trading volume of 3,911 contracts; Compal (2324) was provisionally reported at 29.85 yuan, a decrease of 8.01%, with a trading volume of 18,101 contracts.
At present, Electronic Fifth Brother has not changed his view on the demand for downstream AI servers, and the order momentum remains strong. Legal persons are optimistic that the third-quarter financial reports of many companies will have the strongest performance in a single quarter, and the fourth quarter is also expected to reach a new high. However, with the Democratic Party's overall victory in the U.S. midterm elections, the market will still have strong risk aversion in the short term because the progress of AI infrastructure may slow down.
What to Watch
AI outlook — possibilities, not facts
Electronics' fifth quarter financial report will be the strongest performance in a single quarter, and the fourth quarter is expected to reach a new high
Likely · Within months
Open Questions
- What is the specific reason for the sharp decline in U.S. stocks?
- What is the specific number expected for the third quarter financial report of Electronic Fifth Brother?
- What is the specific impact of the U.S. midterm election results on the progress of AI infrastructure?
