
AI-generated summary
Volkswagen is a major electronics manufacturer in Taiwan. Its PRO3C subsidiary focuses on surface adhesive technology. The establishment of a factory in Johor Bahru, Malaysia, is an important part of its Southeast Asian layout.
The manufacturing base of PRO3C, owned by Volkswagen, in Johor Bahru, Malaysia, opened yesterday. (Provided by Dazhongkong)
[Reporter Fang Weijie/Taipei Report] PRO3C's manufacturing base in Johor Bahru, Malaysia, owned by Volkswagen Control (3701), opened yesterday. It has eight surface mount technology (SMT) production lines to seize business opportunities in artificial intelligence (AI), high-performance computing (HPC) and high-speed optical communications. Today's stock price was ignited by buying orders. As of 10:22 a.m., Dazhong Holdings temporarily quoted a price limit of 66.1 yuan, a new high price in five months. The trading volume was 5,797 pieces, and a total of 8,295 price limit buy orders had not yet been completed.
Volkswagen Control pointed out that the Johor Bahru manufacturing base is located in i-Park Senai Airport City, Johor, and will support global needs in advanced technology fields such as AI, high-performance computing, data centers and semiconductors. As the Johor Bahru plant enters mass production and expands shipments, the group's manufacturing layout in Southeast Asia has also entered the stage of large-scale operation from strategic planning.
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Dazhong Holdings was listed as a disposal stock because it met the stock exchange's "publication of cautionary trading information" standards for three consecutive business days. The disposal period was from October 8 to 15. Normal trading resumed today, and the stock price quickly hit the upper limit under the ignition of buying orders.
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AI outlook — possibilities, not facts
The share price of Volkswagen Holdings will maintain a volatile upward trend in the short term
Likely · Within weeks

The stock price of Huajing (2468) rose 4.6 yuan or 9.89% during today's trading, temporarily trading at 51.1 yuan. The trading volume reached 13,000 contracts, which was significantly higher than yesterday's trading volume of 9,756 contracts. Revenue in September was 308 million yuan, a monthly increase of 55% and an annual increase of 68.8%, benefiting from the acceptance of large projects and the demand for AI application to drive corporate digital transformation. However, foreign investors sold more than 749 contracts yesterday, and the three major legal entities sold more than 736 contracts in total. Investors need to pay attention to subsequent fluctuations.

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.

U.S. stocks were mixed on Thursday, with the Dow Jones rising 1.08%, the S&P 500 rising 0.33%, the Nasdaq rising 0.08%, and the Philadelphia Semiconductor Index falling 0.88%. Asian stock markets performed strongly, with the Nikkei Index soaring 1,124.73 points or 1.75% in early trading, the Korean Composite Index rising 3.02%, and Taiwanese stocks also opening higher.