Focus Stocks》Wistron: plunged 6%, all five electronics brothers are in Mexico
Quick Look
- Affected by the heavy fall of the four major U.S. stock indexes, the weighted index of Taiwan stocks once plunged 1,600 points during the session.
- The share prices of the five major electronics companies in the AI OEM group were all in the red.
- Wistron fell more than 6% during the session and fell below the 180 yuan mark.
AI-generated summary
Why It Matters
Affected by the sharp decline in the four major U.S. stock indexes, Asian stocks plunged at the opening today. The weighted index once plunged 1,600 points during the session, and the share prices of Electronics Five Brothers, an AI OEM group, were all in the red.
Today's weighted index once plummeted 1,600 points during the session. The share prices of the AI OEM group were all depressed. Wistron fell more than 6% during the session. (File photo)
[Reporter Fang Weijie/Report from Taipei] Affected by the sharp decline in the four major U.S. stock indexes, Asian stocks dived at the opening today. The weighted index once plunged 1,600 points during the session. The share prices of the AI OEM group were all depressed, and the fifth brother of electronics was affected. Sell orders were adjusted. Among them, Wistron (3231) suffered the deepest intraday decline, falling below the 180 yuan mark. As of 11:16 am, it was temporarily trading at 175 yuan, a decrease of 6.42%, with a trading volume of 56,218 contracts.
In addition, at the same time, Inventec (2356) was temporarily quoted at 56.5 yuan, a decrease of 3.09%, with a trading volume of 9,326; Compal (2324) was temporarily quoted at 36 yuan, a decrease of 2.7%, with a trading volume of 10,633 22 lots; Pegatron (4938) was provisionally quoted at 97.5 yuan, down 2.5%, with a trading volume of 9321 lots; Quanta (2382) was provisionally quoted at 315.5 yuan, down 2.32%, with a trading volume of 7728 lots.
Please read on...
The legal person believes that the third quarter revenue of Electronic Five Brother is better than that of the second quarter. As the downstream demand of the AI industry has not diminished and NVIDIA's new generation Vera Rubin servers are gradually ramping up, the fourth quarter operation is expected to continue to show quarterly growth. The short-term stock price performance may be affected by uncertainties such as the geopolitical situation, inflation and US interest rate policy adjustments, but the fundamentals are relatively stable.
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What to Watch
AI outlook — possibilities, not facts
Electronics Fifth Brother’s fourth-quarter operations will continue to increase quarterly
Likely · Within months
Open Questions
- How will U.S. interest rate policy be adjusted?
- How will the geopolitical situation develop?
- When will the actual shipment volume of Huida's Vera Rubin servers reach expectations?






