
AI-generated summary
U.S. stocks closed higher on Thursday, and Asian stock markets showed mixed trends in early trading. The Nikkei fell under pressure, while Korean stocks turned from losses to gains.
Japanese stocks fell today. Schematic diagram. (European News Agency)
[Financial Channel/Comprehensive Report] U.S. stocks closed slightly higher on Thursday (1st). Asian stocks had divergent trends in early trading today (2nd). The Nikkei index once fell by nearly 800 points, while Korean stocks turned negative and rose, fluctuating in a narrow range near the flat market.
In the U.S. stock market, the Dow Jones Industrial Average rose 20.51 points or 0.04% to close at 50926.56 points; the S&P 500 Index rose 14.91 points or 0.19% to close at 7666.45 points; the Nasdaq Index rose 10.54 points, or 0.04%, to close at 26871.60 points; the Philadelphia Semiconductor Index rose 200.38 points, or 1.59%, to close at 12829.00 points.
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The Nikkei Index opened at 68313.46 points today, and then the decline expanded. It once fell 790.42 points to 68166.30 points. At around 9:16 Taipei time, the index fell 0.86% or 592.23 points, temporarily reporting at 68364.49 points.
As for the Korean stock market, the South Korea Composite Index opened at 6938.27 points today, down 33.08 points from the previous trading day. At around 9:17 Taipei time, it rose 15.43 points or 0.22% to temporarily report at 6986.78 points.
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KGI pointed out that the size of Taiwan's ETF market has grown by more than 4 trillion yuan this year, of which Taiwan stock ETFs have grown by more than 3 trillion yuan, active ETFs have grown by nearly 800 billion yuan, and stock leveraged and reverse ETFs have grown by 300 billion yuan. KGI Taiwan TOP 50 ETF (009816) has exceeded 200 billion yuan in 8 months since its listing, becoming a member of the 200 billion club of the ninth Taiwan stock ETF. Driven by the demand for AI supply chains, Taiwan stocks have the highest growth rate in emerging Asia this year. The total number of listed Taiwan stock ETFs has increased to 358, with 43 new ones. KGI Investments launches the first non-dividend reinvestment passive Taiwan stock ETF, which uses large market capitalization + profit filtering + dynamic overweighting of strong stocks stock selection rules, and is optimistic about the AI ecological chain and the structural rise opportunities of Taiwan stocks. The financial reports of the four major CSP players will become the driving force for the evaluation of AI semiconductors. Taiwan stocks are still the top priority for investment. It is recommended to make regular long-term investments through market capitalization Taiwan stock ETFs.

Chroma (2360) accelerates the development of high-end semiconductor and advanced packaging process measurement solutions and strengthens cooperation with first-line customers. The stock price was temporarily quoted at 2,210 yuan at 10:20 this morning, an increase of 6.25%, with a trading volume of 1,745 contracts. The company has long-term plans to invest in test products related to the semiconductor, HPC and 5G communication industries, develop in the direction of high precision and high power, and expand to smart network systems, industrial intelligence and medical automation testing equipment.

Global technology companies have made large-scale investments in building AI data centers, and some have raised debt through off-balance sheet financing. The recent decline in AI-related bond prices and the rise in credit default exchange costs have triggered market concerns about whether future AI revenue will be enough to repay huge debts. The article takes Meta's Hyperion project in Louisiana as an example, explaining its issuance of US$27 billion in bonds through Beignet Investor, and points out that the scale of off-balance sheet financing for large cloud companies is approximately US$3 trillion, and AI investment is expected to continue to grow, but whether revenue and profits can match expenditures has become a key debate.

The G-SHOCK brand of Japan's CASIO has launched the Pink October limited watch model GMA-S2100PR-4A, priced at 3,600 yuan, and promised to donate part of the revenue to the Taiwan Breast Cancer Prevention Foundation. The watch is inspired by pink ribbons, and the dial hands are designed with pink ribbon patterns. It has an impact-resistant structure and is 200 meters waterproof. Zhang Jinjian, chairman of the Taiwan Breast Cancer Prevention and Treatment Foundation, reminds women to pay attention to breast changes and seek medical examination as soon as possible. Breast cancer is one of the most common cancers among women in Taiwan, with more than 10,000 women diagnosed every year.

The U.S. Department of Commerce has recently slowed down the issuance of export licenses for Chinese aircraft parts in an attempt to turn China's dependence on U.S. aviation suppliers into a bargaining chip in trade negotiations. According to people familiar with the matter, Washington is considering issuing new export control regulations to make it easier to restrict the export of landing gear and other parts to China, and to restrict the hoarding of parts by Comac. The move comes amid a trade easing between the United States and China, with the two sides recently agreeing to lower tariffs and extend a trade truce.

The stock price of Zhending-KY (4958) started in early trading today and once rose 8.4%. As of about 9:50, the increase fell back to 6.86%, temporarily trading at 545 yuan, with a trading volume of more than 37,000 pieces, which has exceeded yesterday's full-day trading volume. The stock prices of Xinxing, Nandian and Jingshuo, three carrier board companies, simultaneously hit new highs. Zhiding, due to its expansion of capital expenditures and active deployment of AI servers, high-speed optical modules and IC carrier boards and other related applications, related business revenue more than tripled year-on-year in August, becoming an important engine for the company's revenue. This indicates that the traditional peak season and AI high-end applications are advancing simultaneously, and operating performance is expected to continue to heat up.