
AI-generated summary
The market has recently paid attention to the capital expenditures of technology companies in the field of AI and is digesting the latest inflation data. As a result, US stocks have experienced divergent trends.
[Financial Channel/Comprehensive Report] As the market is worried about excessive spending by technology companies in the field of AI and is turning to other investment targets while digesting inflation data, U.S. stocks were mixed on Thursday (15th), with the Philadelphia Semiconductor Index falling for the seventh consecutive trading day. Taiwan stocks opened higher on Friday (16th), first opening at 46995.03 points, a slight increase of 25.16 points, and the gains continued to expand. It once rose 550.73 points to 47520.60 points during the session, and was temporarily trading at 47221 points as of 11:20.
As for the major value stocks, TSMC opened at 2,430 yuan, which was down 10 yuan, and was provisionally quoted at 2,425 yuan as of 11:20; MediaTek was opened at 4,275 yuan, which was up 110 yuan, and was provisionally quoted at 4,300 yuan as of 11:20; Hon Hai was opened at 241.5 yuan, which was up 2 yuan, and was provisionally quoted at 246 yuan as of 11:20.
Grasp the economic pulse with one hand. Click here to subscribe to Free Finance Youtube Channel
AI outlook — possibilities, not facts
Taiwan stocks will maintain a volatile upward trend in the morning trading session
Likely · Within hours

Lu Shan, deputy mayor of Shanghai, said at the press conference of the 9th China International Import Expo that the city's 32 security teams have focused on the new situation, new tasks and new variables, and promoted the implementation of 257 key urban service security tasks. At present, all preparations for urban security services are basically in place, focusing on improving the effectiveness of exhibitors' participation, refined service guest experience, and open exchanges to amplify the comprehensive effect of the city's linkage.

Yan Dong, Vice Minister of the Ministry of Commerce of China, announced that the 9th China International Import Expo will be held in Shanghai from November 5 to 10. 162 countries, regions and international organizations will participate, 4,142 overseas companies will participate in the exhibition, and the total exhibition area will exceed 440,000 square meters for the first time. The exhibition area of American companies exceeds 50,000 square meters, ranking first for eight consecutive years, and the exhibition area of Canadian and New Zealand companies is the largest ever. For the first time, the number of Fortune 500 companies and industry leading companies exceeded 300, nearly 200 companies achieved full attendance for the ninth session, more than 2,000 companies participated in the exhibition for the first time, and there were more than 480 representative exhibits that were first in the world, first in Asia, and first in China.

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.

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.