
AI-generated summary
Taiwan stocks opened higher on Wednesday, led by gains in technology stocks in the U.S. overnight session. However, the weakness in weighted stocks such as TSMC caused pressure during the session, and then the rotation of non-tech stocks drove the index to rebound.
[Financial Channel/Comprehensive Report] Technology stocks continued to lead the way. All four major U.S. stock indexes closed in the red on Tuesday. Taiwanese stocks opened higher on Wednesday, driven by the opening of ABF Carrier Board and other electronic stocks. The index opened at 34.77 points and opened at 49857.32 points. However, TSMC, Delta Electronics, Global Crystal, Largan, and Liji Popular stocks such as Electronics and Nanya fell, and the index turned negative. It fell 255 points in early trading and backtested 49,567 points. However, electronic stocks such as communication networks, optoelectronics, and passive components, as well as transmission industries such as plastics, rubber, textiles, and biotechnology, and financial stocks reversed their gains. The index pulled sharply, and the index fluctuated near the flat market in early trading.
With crude oil prices stabilizing, U.S. Treasury bond yields falling, and technology stocks leading the gains, U.S. stocks closed higher across the board on Tuesday (6th), with the S&P 500 and Nasdaq both hitting record closing highs.
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The Dow gained 253.38 points, or 0.49%, to close at 51,521.28.
The Nasdaq rose 122.48 points, or 0.45%, to close at 27,599.79 points.
The S&P 500 gained 44.98 points, or 0.58%, to close at 7818.93.
The Philadelphia Semiconductor Index rose 45.09 points, or 0.34%, to close at 13217.82 points.
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AI outlook — possibilities, not facts
Taiwan stocks will fluctuate between electronic stocks and financial stocks in the short term
Likely · Within days

Gold prices rose 0.7% on Tuesday, with spot prices at $4,168.33 an ounce and futures at $4,187.10 an ounce. A pause in the rise in U.S. bond yields and a weak U.S. dollar supported gold prices, as investors awaited minutes from the Fed's September meeting to assess opportunities for interest rate hikes. Analysts at TD Securities expect gold prices to exceed $5,000 an ounce in 2027, citing increased ETF buying and continued demand from discretionary investors. At the same time, turmoil in the French bond market and worries about European sovereign debt have increased demand for safe havens. Silver rose 0.8%, platinum fell 1% and palladium was flat.

Jingshuo (3189) received an upward revision of its target price to NT$1,580 from Japanese foreign investors, due to increased contribution from NVIDIA's CPU business, improved product mix, and the gross profit margin of high-end chip carrier boards may reach 50%. Today's stock price rose 3.27% to 1,105 yuan, with a trading volume of more than 2,352 contracts. Due to the strong demand for ABF carrier boards, the company added a new project capital expenditure budget for the second time, and its net profit increased by 353.89% year-on-year in August.

SpaceX is seeking to raise $40 billion to buy Huida wafers. The deal is led by Apollo Global Management, with Pimco involved in loan negotiations. It is expected to be completed in 2027, which will further strengthen the relationship between the two parties and counter the competitive pressure faced by Huida.

The U.S. Department of Commerce announced that the trade deficit reached US$105.6 billion in August, a month-on-month increase of 13.7%, exceeding market expectations. The expansion of the deficit is mainly affected by the increase in imports of AI infrastructure-related goods and the uncertainty of tariff policies. Although import growth reflects strong domestic demand, the trade deficit is still expected to drag down third-quarter GDP, prompting Goldman Sachs and the Atlanta Fed to lower their GDP growth forecasts.

Chen Zhengwen, chairman of Nanqiao Investment Holdings, said that rice crackers and room-temperature rice produced by Nanqiao in Thailand continue to be in short supply. In the next three years, it is estimated that another 2.5 to 3 billion baht will be invested in expanding production lines and warehousing. It is estimated that Nanqiao's annual revenue this year is expected to reach 4.5 billion baht.

In July 2026, the price of Arabica coffee futures soared 18% to $3.57 per pound, setting the largest single-day increase in 26 years, and then fell sharply the next day. The market is worried that the El Niño phenomenon will intensify and excessive rainfall in Brazil will affect coffee supply, and ICE stocks have fallen to a 26-year low. At the same time, the Peruvian anchovy fishery has been affected by rising sea temperatures, with catches declining sharply and the price of fishmeal and fish oil more than doubling. Global cocoa, palm oil, sugar and other agricultural products are also facing climate pressure and supply uncertainty is increasing.