Taiwan stocks stand at 48,000 points, Qunyi is optimistic about the fourth quarter index, it is at 53,000 points

Qunyi Financial Group held a fourth-quarter investment outlook briefing today. Yang Jiebin, general manager of Qunyi Jinding Securities (second from right), Cai Mingyan, chairman of Qunyi Investment Consulting (second from left), Fan Zhenhong, general manager of Qunyi Investment Consulting (first from left), and Zhang Xuehuan, executive vice president of Qunyi Jinding Securities (first from right), all cheered.

[Reporter Zhuo Yijun/Taipei Report] The Taiwan stock market officially reached the 48,000 point mark today. Fan Zhenhong, general manager of Qunyi Investment Consulting, said that the Taiwan stock index range in the fourth quarter is between 43,000 and 53,000 points. The traditional peak season can be expected, but opportunities and risks coexist. , due to the strong demand for AI and the steady growth of supply chain profits, but the rise in yields caused by the oil price inflation caused by the US-Iraq war has affected the valuation of technology stocks, it is recommended to lock in the paradigm shift of AI technology and materials, and focus on high-visibility advanced materials, advanced processes and packaging, and silicon photonics-related groups.

Qunyi Financial Group held an investment outlook briefing for the fourth quarter of 2026 today. Qunyi Investment Consulting pointed out that the Taiwan stock index is linked to the international market, the global stock market trends are synchronized, and the innovation of Silicon Valley and Wall Street funds jointly dominate the market, especially in the field of AI industry. Long and short topics such as the outlook, capital expenditures, AI models, profit recovery, and cyclical integration are turbulent. However, Taiwan is at the absolute core of the AI supply chain and is the actual manufacturing force behind Huida. TSMC (2330), OEM, and component mainstream stocks are intertwined with long and short stocks.

Qunyi Investment Consulting recommends five major investment strategies, which are: 1. Lock in the paradigm shift of AI technology and materials, and focus on high-visibility advanced materials, advanced processes and packaging, and silicon photonics; 2. Pay attention to the interaction of Taiwan and South Korea technology stocks, foreign capital comes in and out simultaneously, and the fee half index and Korean stocks cause fierce fluctuations in Taiwan technology stocks; 3. Strictly control operations Leverage, retain flexible cash levels to respond to new changes: "black swan" or "grey rhino" variables; 4. Lock in growth stocks: long-term investment requires more attention to the Matthew effect of the strong getting stronger and the winner takes all; 5. Tactical execution discipline, buying points are formed after negative news is passivated, funds-rich stocks rotate quickly, and a balanced layout is recommended.