Taiwan stocks plummeted by 3,700 points, and it was rumored that the government would issue a "short-term air restriction"! The plan behind the market veteran's rush to do "one thing" is exposed

International stock markets plummeted. Taiwanese stocks fell more than 3,700 points in early trading today (6th), hitting 37,837 points. Not only did they break the annual line, but they also set a new record for the largest single-day drop in Taiwanese stocks. Although buying orders gradually entered the market and rose, reaching the 40,000 level at nearly 11 o'clock, after the government announced market rescue measures, outsiders judged that a short restriction order might be issued. There were reports in the market that some market veterans began to take action, trying to lock in short orders before the policy, and Taiwan stocks also began to fall downwards.

According to media reports, whether the government activates the national security fund to protect the market depends on the outcome of the committee's discussions. The last time the Guoan Fund protected the market was due to the impact of reciprocal tariffs. From April 9, 2025 to January 12, 2026, the market protection lasted 279 days, setting a record for the longest period in history. It was all cleared on May 6, with a cumulative investment of 12.25 billion yuan and a profit of 9.932 billion yuan.

According to the "Regulations on the Establishment and Management of the National Financial Stability Fund", when major domestic and foreign events or significant movements of international funds significantly affect public confidence, causing disorder in the capital market and other financial markets or threatening national stability, the committee may decide to buy and sell securities, futures transactions and other matters approved by the competent authority.

Analysts pointed out that in early trading today, TSMC, MediaTek and Delta Electronics led more than 1,700 listed companies to fall by the limit. The Taiwan stock market has dropped 12,131 points from 49,968 points, a drop as high as 24.2%, which has triggered the possibility of National Security Fund stepping in to rescue the market.

However, analysts believe that when Guoan Fund protected the market before, most of the time it was at the ten-year line or the five-year line. This time it is near the annual line, and it has not even fallen below the two-year line. Even if it protects the market, it may not be too strong, which seems to imply that the time point is a bit too early.