
AI-generated summary
Taiwan stocks have been volatile recently, with funds flowing into the software community. Huajing is an information services and information security-related company, and its revenue growth is mainly driven by the acceptance of large-scale projects and the demand for AI applications.
Huajing's stock price surged with strong volume. (Taken from Google maps)
[Reporter Ou Yuxiang/Report from Taipei] Taiwan stocks have been volatile recently, and funds have poured into the software community. A total of 4 stocks have been lit during today's trading. Among them, Huajing (2468) has seen a surge in momentum in recent days. Today's stock price has been the hottest. The stock price opened flat and went up. The lamp was lit twice during the session. At nearly 11:20, Huajing's stock price rose 4.6 yuan or 9.89%, temporarily trading at 51.1 yuan, with a trading volume of 13,000 contracts.
Huajing's revenue in September was 308 million yuan, a monthly increase of 55% and an annual increase of 68.8%. The cumulative revenue in the first three quarters was 1.97 billion yuan, an annual decrease of 4%, but it was still the second highest in the same period in previous years. The company pointed out that the reason for the revenue growth in September was that large-scale projects completed acceptance and recognized revenue. The legal person pointed out that driven by the demand for AI applications, corporate customers are accelerating their digital transformation. In addition, the end of the year is the peak season for information security procurement, which is conducive to the growth of information services and information security group operations.
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However, yesterday, foreign investors sold 749 Huajing contracts, self-operated traders bought 13 contracts, and the three major legal persons sold more than 736 contracts in total. Yesterday’s hedging volume was 9,756 contracts, accounting for 72.5%, which has increased significantly. Investors should pay attention to subsequent stock price fluctuations.
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Huajing’s share price may remain volatile in the short term
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Taiwan stocks opened higher on Friday (16th), rising 550.73 points to 47520.60 points during the session, and were temporarily trading at 47221 points as of 11:20. In terms of major value stocks, TSMC opened down 10 yuan to 2,430 yuan and was provisionally quoted at 2,425 yuan as of 11:20; MediaTek opened up 110 yuan to 4,275 yuan, provisionally quoted at 4,300 yuan; Hon Hai opened up 2 yuan to 241.5 yuan, provisionally quoted at 246 yuan. U.S. stocks were mixed on Thursday as the market worried about excessive spending by technology companies in the field of AI, with the Philadelphia Semiconductor Index falling for seven consecutive trading days.

The stock price of Jin Guoguang (6209) rose strongly today, once hitting the rising limit, and was temporarily quoted at 100.5 yuan, an increase of 8.06%. Its revenue in September was 669 million yuan and its cumulative revenue in the first three quarters was 4.16 billion yuan, both hitting new highs in the same period, benefiting from the growth in demand for far-infrared lenses and the opening of production capacity in Taiwan. Yesterday, foreign investors bought over 11,600 lots, and the three major legal entities bought over 12,300 lots in total, pushing up the stock price.

The exchange rate of the New Taiwan dollar against the US dollar fell below the 32.5 yuan level in early trading, hitting a new low in the band. Foreign capital sold more than 300 billion yuan in Taiwanese stocks for seven consecutive trading days, and large-scale remittances of hot money intensified depreciation pressure. Despite central bank adjustments and exporter sales settlements being higher than last year, the exchange rate still depreciated 2.56%, making it the weakest Asian currency.

Wiwynn (6669) was jointly sold by foreign investors, investment trusts, and self-operated traders for over 3,208 lots yesterday, with investment trusts being the main force selling over 2,518 lots. The stock price fell below the 1,900 yuan mark during the session, and was temporarily quoted at 1,860 yuan, a decrease of 2.36%. Despite the recent weakness in the stock price, there are still local legal persons who have raised the target price to 3,000 yuan. European foreign investors maintain a buy rating and are optimistic about its ASIC AI servers and liquid cooling cabinets and other projects.