
AI-generated summary
The market is paying attention to the inflation data to be released this week and the third-quarter earnings season. Most U.S. stocks closed higher last Friday except for the fee half.
49,000 lost! TSMC and MediaTek suffered heavy losses, with the index falling more than 500 points. (File photo)
[Financial Channel/Comprehensive Report] The market has turned its attention to the inflation data to be released this week and the third quarter financial report season. The four major U.S. stock indexes rose more or fell less last Friday, falling only 0.41%, while TSMC ADR fell 1.02%. Affected by this, Taiwanese stocks fell sharply at the opening of TSMC on Monday, and the index fell 41.3 at the opening. At 6 o'clock, it opened at 49272.08 points. Electronic stocks such as silicon wafers, memory, IC design, panels, and AI opened lower. The index opened lower, down 545 points, and backtested 48,768 points. Fortunately, in shipping, rubber, cement and other industries, as well as financial stocks, the decline in the index converged, and it fell by about 400 points in early trading.
The Dow Jones Industrial Average rose 423.31 points, or 0.83%, to close at 51,654.95 points.
The S&P 500 index rose 46.18 points, or 0.59%, to close at 7811.54 points.
The Nasdaq Composite Index rose 172.83 points, or 0.64%, to close at 27366.17 points.
The Philadelphia Semiconductor Index fell 51.29 points or 0.41% to close at 12572.42 points.

Jin Ming general manager Jian Haoting was detained by the Taoyuan District Court on the 9th. The company launched an operational contingency mechanism, and the position is temporarily replaced by chairman Cai Xiangfeng. The company emphasizes that its financial and business operations are operating normally, its existing domestic and foreign businesses and its overall financial status have not been significantly affected, and its export orders have not been affected. As of September, the metal stamping mold business accounted for 85.8% of revenue, and the drone business accounted for 3.3%, of which defense-related orders accounted for 1.1% of revenue.

Pegatron's revenue in September reached 214.753 billion yuan, breaking through the 200 billion yuan mark and setting a new monthly high. Driven by the growth in AI product shipments and the assistance of new iPhone models, the third quarter performance reached 389.073 billion yuan, which was a new record for the same period, and the stock price hit the intraday limit.

China Southern Power Holdings Southeast Asia plans to sell 2,511 shares of China Southern Power, which is significantly smaller than the 19,385 shares sold from March to May this year at an average price of NT$689.78. Today, China Southern Electric's stock price weakened along with the broader market, falling more than 3% in early trading and temporarily trading at 1,430 yuan. The company's consolidated revenue in September was 5.586 billion yuan, an annual increase of 57.82%. Foreign investors estimate that the prices of ABF and BT carrier boards are expected to increase again in the fourth quarter.

The PanStar Acro completed a trial Arctic shipping route voyage from Europe to Busan Port in less time than the conventional Suez Canal route, South Korean officials said, raising concerns about accelerated Arctic ice loss and potential sanctions-related risks due to the route's proximity to Russia's northern coast.

Plastics stock Guoqiao announced September revenue of 4.155 billion yuan, a monthly increase of 74.5% and an annual increase of 96.81%, a new high. Foreign investors bought more than 20,000 contracts for three consecutive days, driving the stock price to the daily limit of 16.65 yuan at the opening, with nearly 27,000 contracts commissioned. The company cooperated with AWI in August to enter the semiconductor materials market, but still lost 1.68 yuan per share in the first half of the year.

Evergreen benefited from its revenue hitting a 25-month high in September and its fourth-quarter revenue expected to increase quarterly. Its stock price jumped 21.5 yuan to 254 yuan today, an increase of 9.25%, with trading volume of more than 16,000 contracts. The company's legal meeting pointed out that the cargo load is optimistic before November, and there will be a wave of cargo shipments in December before the Lunar New Year, and the fourth quarter revenue is expected to increase year-on-year. Market participants expect profits in the third quarter, with foreign investors overselling for two consecutive days and investment trust overbuying for three consecutive days.