
AI-generated summary
Taiwan stocks plummeted at the opening on Friday, first opening at 38915.76 points, which fell 2658.96 points. During the session, it fell 3737.67 points, hitting 37837.05 points, setting a record for the largest intraday drop in history and falling below the annual line. As bargain hunting entered the market and the Financial Supervisory Commission announced that it would announce rescue measures, the index decline converged.
Taiwan stocks fell 1,873.08 points on Friday to close at 39,701.64 points, a decrease of 4.51%, with a transaction value of 1.24 trillion yuan. (File photo)
[Financial Channel/Comprehensive Report] The Democratic Party won control of the U.S. Congress. The market is worried that AI construction supervision will be stricter and data center construction will slow down. The four major U.S. stock indexes fell across the board on Thursday (5th), with technology stocks suffering the most obvious decline. The Taiwan stock market opened sharply on Friday (6th), first opening at 38915.76 points, a drop of 2658.96 points, and the decline continued to expand. It once plunged 3737.67 points during the session, hitting 37837.05 points, setting a record for the largest intraday drop in history and falling below the annual line. However, as bargain hunting entered the market and the Financial Supervisory Commission announced that it would announce market rescue measures, the index's decline converged. It ended up falling 1,873.08 points to close at 39,701.64 points, a decrease of 4.51%, with a transaction value of 1.24 trillion yuan.
The top 10 largest companies in terms of transaction volume all closed down. TSMC fell by 105 yuan to close at 2135 yuan, with a transaction volume of 202.953 billion yuan, ranking first; Yuanta Taiwan 50 fell by 4.65 yuan, closing at 92.5 yuan, with a transaction volume of 78.444 billion yuan, ranking second; MediaTek fell by 70 yuan, closing at 3 390 yuan, with a turnover of 69.88 billion yuan, ranking third; Yuanta Taiwan 50 fell 2.91 yuan, closing at 26.3 yuan, with a turnover of 34.092 billion yuan, ranking fourth; Delta fell 75 yuan, closing at 1,055 yuan, with a turnover of 32.574 billion yuan, ranking fifth.
Xinxing fell 73 yuan to close at 727 yuan, with a turnover of 26.359 billion yuan, ranking 6th; Creative fell 200 yuan, closing at 6205 yuan, with a turnover of 25.477 billion yuan, ranking 7th; Nanya fell 9.5 yuan, closing at 239.5 yuan, with a turnover It was 25.249 billion yuan, ranking 8th; Taiwan Optoelectronics fell 280 yuan, closing at 3820 yuan, with a turnover of 21.931 billion yuan, ranking 9th; ASE Investment Holdings fell 45 yuan, closing at 527 yuan, with a turnover of 21.739 billion yuan, ranking 10th.
AI outlook — possibilities, not facts
The Financial Supervisory Authority will announce specific rescue measures to stabilize Taiwan’s stock market
Likely · Within days

During an interview at the White House, Trump said that in the next one to two weeks, he would announce measures to impose tariffs of up to 300% on foreign companies that do not build factories in the United States. He also said that more than 3,000 foreign companies' factories are currently being built in the United States, and tariffs are an important factor in promoting investment.

Taiwan stocks plummeted 3,737.67 points during the session, setting a new record for the largest drop. Ai Landi, head of the research department of UBS Securities Taiwan, believes that the core fundamentals are solid, the AI capital expenditure plan will extend to 2026 to 2027, the risk of short-term shutdown is low, and the long-term growth prospects and market positioning of the overall technology industry remain solid. UBS also held the first innovation and technology industry CEO summit in Taipei, attracting more than 700 investors and business leaders.

Exchange Fund earnings fell to HK$18.6 billion in the quarter from HK$70.8 billion a year earlier, while nine-month earnings reached HK$171.9 billion, down 39.6 per cent. The Hong Kong equities portfolio lost HK$2.7 billion as the Hang Seng Index fell more than 9 per cent in ten months.

After the U.S. midterm elections, the market was worried about the slowdown in the construction of AI data centers, which led to a crash in technology stocks on Thursday, with SOXX plunging 9% in a single day. Foreign media analysis pointed out that Huida, AMD, Broadcom, Micron and TSMC still have strong investment value despite the plummeting stock prices, and their valuations have fallen back to their lowest point since 2023.

A 60-year-old retired man in Japan discovered that his wife mistakenly believed in fake investment advertisements on social media and wired out about 5 million yen in retirement savings within six months, but was ultimately unable to withdraw the funds. According to statistics from the Japanese Police Agency, there were 9,523 reports of social media investment fraud in 2025, with the total amount of damage reaching 128.8 billion yen.

Chairman of the Financial Supervisory Commission Peng Jinlong said that he had received instructions from the Executive Yuan, requiring the Ministry of Finance and Economics to respond to the current situation of the stock market. He is expected to hold a special meeting in the afternoon and announce measures to stabilize the stock market. Executive President Zhuo Rongtai has instructed the Financial Supervisory Commission to flexibly stabilize the stock market at any time, and the market is paying attention to whether the short-term restriction order will be implemented.