
AI-generated summary
U.S. stocks closed in the black on Tuesday as the probability of interest rate hikes increased, with the four major indexes closing in the black, with Huida plunging 5.47%. Taiwan stocks opened higher on Wednesday, spurred by TSMC's ADR reverse rise of 2.02%, but then plunged into the black.
[Financial Channel/Comprehensive Report] U.S. stocks rose on Tuesday as the probability of interest rate hikes increased, and the four major indexes closed in the black. However, TSMC ADR rose 2.02%. Encouraged by this, Taiwan stocks rose on Wednesday, driven by TSMC's opening. The index opened up 423.84 points, opening at 43135.76 points. ABF carrier boards, IC equipment With electronic stocks such as computers, panels, passive components, and optoelectronics rising simultaneously, as well as transmission stocks such as plastics, chemicals, and shipping, the index opened higher, rising 674 points, and the index reached 43,385 points. However, stocks such as finance, communication networks, and food bucked the trend and dragged down the index. The index once plunged into black, and the index fluctuated flat in early trading.
U.S. inflation cooled less than expected in October, and Federal Reserve (Fed) Governor Waller signaled that interest rates may be raised by two percentage points in December. Huida fell 5.47%, dragging down technology stocks, and U.S. stocks closed lower on Tuesday (10th).
The Dow Jones Industrial Average fell 157.86 points, or 0.30%, to 52,231.89.
The Nasdaq fell 187.26 points, or 0.74%, to 25,065.87.
The S&P 500 fell 29.01 points, or 0.38%, to 7,520.93.
The Philadelphia Semiconductor Index fell 35.60 points, or 0.36%, to 9,998.33.
AI outlook — possibilities, not facts
Taiwan stocks will continue to fluctuate in the short term, affected by U.S. stocks and expectations of interest rate hikes
Likely · Within days

The U.S. consumer price index increased 0.4% month-on-month in October, higher than expected, boosting the dollar and U.S. bond yields and reinforcing expectations that the Federal Reserve will raise interest rates more aggressively. Spot gold fell 2.7% to $4,028.39 an ounce, while silver, platinum and palladium also fell.

PCB factory Nanzi Electric (2316)'s consolidated revenue in October was 502 million yuan, an annual increase of 38.5%, which encouraged the stock price to hit the upper limit of 126.5 yuan after opening on the 11th, and the number of buy orders exceeded 6,500.

Taiwan's economic growth rate in the third quarter of 2026 reached 14.36%, 2.94 percentage points higher than the August forecast, and the cumulative growth in the first three quarters was 14.22%. The twin engines of AI (investment and exports) together contributed nearly 80% of growth momentum. Exports of AI-related goods accounted for 70.2% of total exports in the first three quarters. Taiwan's growth performance ranks first among major economies.

Huida CEO Huang Jen-Hsun's extramarital affair scandal has sparked concern about whether its plan to set up a headquarters in Taiwan will be affected. He Shichang, CEO of Xinchuan Real Estate Think Tank, analyzed that unless a fraud case is involved or there are major changes in the prospects of the AI industry, the headquarters plan is unlikely to change, and the chance of a callback is extremely low. The average transaction price of Beitou Shilin Science and Technology Park in the past year was approximately 1.2349 million yuan, an increase of approximately 2%. There are currently 16 new projects for sale. As the Huida headquarters plan advances, corporate investment and residential market development will become important observation indicators for the North Branch housing market.

PCB factory Jinxiang Electronics (2368) earned 28.41 yuan per share in the first three quarters, and its gross profit margin in the third quarter was better than expected. U.S. foreign investors are optimistic about its AI ASIC PCB competitive position and expect revenue to increase by about 7% in the fourth quarter. Starting from the third quarter, Amazon AWS Trainium 3 will capture more than 70% of the market share. Next year, TPU PCB market share will increase from less than 5% this year to more than 20-30%, and the value of production capacity can increase by more than 35% annually. The stock price rose 5.29% in early trading, temporarily trading at 1,035 yuan, returning to the gold club.

To celebrate the 80th anniversary of its founding, Taiwan Sugar Corporation will launch the "Fill up and get free gifts" reward campaign at 73 gas stations across Taiwan before December 5. Fill up with 30 liters of gasoline or 50 liters of diesel and receive a bottle of "Glucosamine Drink PLUS" or "Vitality Health Drink". The gift can be progressive; not applicable to diesel bulk customers.