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Taiwan stocks have experienced a sharp correction recently, falling 12.19% this week. Taishin Investment Consulting's analysis shows that the current financing level is still high, showing that the chips have not yet been completely settled.
Taiwan stocks have fallen sharply recently. This week, Taiwan stocks fell 12.19%, second only to Philadelphia Semiconductor, which fell 15.7%, the second worst decline in the world. The sharp plunge in Taiwan stocks has made the investing public panic. In response, Li Zhenyu, vice chairman of Taishin Investment Consulting, said that the weighted index fell from the highest point to the lowest point of 37,837 points, with the index falling 24.3%. However, the financing level is still high, and the decrease is only 11.77%. It is expected that the chip laundering has not yet ended, but the precipitation will accelerate in the future. It is estimated that the weighted index will reach 50,000 points next year in 2027.
"After the panic selling of Taiwan stocks, the accumulation of favorable chips accelerated." The latest report issued by Taishin Investment Consulting pointed out that the weights of major heavyweight electronic stocks are quite high. If calculated based on the target prices of each company, TSMC accounts for as much as 40% of the weight. With a target price of 2,900 yuan, it is expected to contribute about 6,064 points. Adding the contribution points of major electronic weight stocks, the total contribution is about 10,000 points. Pushing the weighted index up has the opportunity to challenge 50,000 points.
Looking forward to the market outlook, Taishin Investment Consulting said that although there are still many challenges and variables in the future economy and prosperity, overall, corporate profit growth rates will be able to maintain "double-digit growth" in 2027, and the mid-to-long-term bullish pattern is expected to continue.

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