
AI-generated summary
Taiwan stocks have recently been driven by the AI wave and the strong performance of U.S. technology stocks, with electronics stocks gaining strength.
Taiwan stocks count down to 50,000 points! TSMC, Delta and Taiwan Optoelectronics took control, and the index reached a new high of 49,968 points. (File photo)
[Financial Channel/Comprehensive Report] Driven by the AI wave, all four major U.S. stock indexes closed in the red on Monday, and TSMC ADR rose 2.75%. Asian stocks followed suit on Tuesday and rose sharply. Taiwanese stocks opened at the opening of Hon Hai, Delta Electronics, Taiwan Optoelectronics, Wiwing and other electronic stocks. rose, the index opened up 24.33 points, opening at 49736.37 points. As TSMC's buying ignited, the stock price reached a new high of 2,590 yuan, and the index also rose, rising 256 points, to 49968 points, setting a new record.
Japanese stocks rose more than a thousand points on Monday and continued to rise by 409 points on Tuesday to 70,355 points, while Korean stocks opened up 0.58%. However, after adjusting the release of sell orders, the index turned black and fluctuated near the flat market.
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Although U.S. Treasury yields continue to rise, market investors are focusing on strong technology fundamentals and economic data. All U.S. stocks closed higher on the 5th. Among them, the Nasdaq Composite Index rose more than 1%, setting a new intraday and closing record high. It ended up rising 286.45 points, or 1.05%, to 27477.31 points; the Dow Jones Industrial Average rose 90.94 points, or 0.18%, reported at 51267.90 points; the S&P 500 Index rose 51.23 points, or 0.66%, at 7773.95 points; the Philadelphia Semiconductor Index rose 36.06 points, or 0.28%, at 13172.74 points.
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AI outlook — possibilities, not facts
Taiwan stocks may have the opportunity to challenge the 50,000-point integer level in the short term
Likely · Within weeks

According to the Bloomberg Billionaires Index, nine Taiwanese billionaires are on the list among the world's 500 richest people, and their net assets have increased compared with the same period last year. In the first nine months of this year, the total wealth of about 100 technology tycoons in the world increased by US$845 billion, setting a record for the same period in history, mainly driven by the artificial intelligence craze and the surge in technology stocks. Lin Chongji had the largest increase, with an increase of US$11 billion. Musk topped the list with an increase in wealth of US$310 billion, accounting for 40% of the total increase.

During the National Day holiday in 2026, both supply and demand in the domestic consumer market are booming. The deep integration of culture and tourism, the empowerment of top events, the recovery of physical business districts, and precise policies to promote service consumption, scene consumption, and bulk consumption have all heated up, demonstrating the resilience of China's economic recovery.

The price of gold rose slightly by 0.1% to $4,139.89 an ounce on Tuesday. Although the probability of the Federal Reserve raising interest rates has decreased, the appreciation of the U.S. dollar and high U.S. bond yields have put pressure on gold prices. Analysts predict that gold may hit a record high in 2027, with an average price of $5,330 an ounce next year.

The Kaohsiung City Tax Collection Office reminds people that after purchasing a house and then obtaining a parking space, the preferential tax rate for self-occupied residential land will not be automatically applied to new land holdings. You need to apply separately, otherwise you may mistakenly think you are entitled to a preferential treatment and incorrectly calculate taxes.

Hon Hai announced September revenue of 1.158633 billion yuan, a monthly increase of 25.7% and an annual increase of 38.42%, rewriting the highest single-month record in the past. It was also the first time that single-month revenue exceeded the trillion yuan mark; third quarter revenue reached 3 trillion 26.9 billion yuan, a quarterly increase of 20.44% and an annual increase of 47.12%, setting a new high for a single quarter and the same period in previous years; cumulative revenue in the first nine months of this year reached 7.6698 billion yuan, an annual increase of 39.53%, setting a new high for the same period in previous years. The company is optimistic about the continued growth of its AI business and the traditional peak season for information and communication products, and expects its operating performance in the fourth quarter to be in line with market expectations.

International oil prices fell by about US$2 on Monday (5th), with Brent crude oil closing down 1.89% at US$100.32/barrel, and WTI falling 1.84% at US$89.43/barrel. The decline was affected by increased crude oil exports from the Middle East and the G7's commitment to release 100 million barrels of oil reserves to boost supply expectations. However, tensions between the United States and Iran and Houthi armed attacks on Red Sea ships have maintained concerns about supply disruptions. The CEO of Saudi Aramco said that global inventory replenishment may take two years.