Uni-President Taiwan Stock Growth Active ETF adjusts Wiwynn's holdings, stock price fluctuates and falls
Unified 00981A manager Chen Chuanyao adjusted Wiwynn’s 158 photos, and the market is paying attention to the impact of Mexico’s new AI hardware export regulations on Wiwynn’s production capacity.
Quick Look
- Chen Chuanyao, the manager of the Unified Taiwan Stock Growth Active ETF (00981A), adjusted Wiwing’s holdings to 158 shares today, with the weight reduced to 5.02%.
- Wiwynn's stock price fell 1.39% in a single day to close at 2,135 yuan, affected by rumors of new Mexican AI hardware export regulations, with a cumulative decline of 7.57% this week.
AI-generated summary
Why It Matters
70% of Wiwynn's AI server production capacity is located in Mexico. Recently, there are rumors in the market that the U.S. government is pressuring Mexico to accept new regulations on AI hardware exports.
Chen Chuanyao, the manager of Uni-President Taiwan Stock Growth Active ETF Securities Investment Trust (00981A), which is likened to the "Golden Mother of Yaochi" by the market, has made some moves today. According to the ETF operation daily report, 158 shares of Wiwynn were adjusted today, and the weight change dropped to 5.02%, a decrease of 0.19 percentage points. On the same day, 1,600 shares of Xinquan (3264) were bought, and the weight rose to 0.6%, an increase of 0.18 percentage points.
Wiwynn's stock price has fluctuated sharply since its ex-rights this month. It closed at 2,135 yuan today, down 1.39% in a single day, with a trading volume of 4,747 contracts. Foreign investors bought more than 65 contracts today, investment trusts sold more than 581 contracts, and self-operated traders sold more than 19 contracts. Three major methods A total of people sold more than 535 contracts; Wiwynn has fallen 7.57% this week. From Monday to today, foreign investors sold a total of more than 3,814 contracts, investment banks sold more than 254 contracts, self-operated traders sold more than 320 contracts, and the three major legal persons sold a total of 4,388 contracts.
Judging from the 158 photos of 00981A adjusting Wiwynn, if calculated based on the closing price of 2,135 yuan, the cash out would be about 337.33 million yuan. Today, in addition to 00981A, there are 350 photos of 00991A, 00934, and 00934. 25 pictures, 00994A minus 10 pictures, 00735 minus 2 pictures; at the same time, Wiwynn also received 123 plus codes from 00918, 65 plus codes from 00406A, 3 plus codes from 009802, and 1 plus code from 0050.
Recently, it has been reported that the U.S. government is pressuring Mexican officials to accept new export regulations for artificial intelligence (AI) hardware to prevent Chinese and other foreign companies from circumventing U.S. tariffs. Legal persons pointed out that Taiwanese companies use production bases in Mexico to manufacture AI servers and components for North American cloud service providers (CSPs), and may face negative impacts as a result. 70% of Wiwing AI production capacity is local, which is regarded as one of the reasons for the sharp decline in stock prices.
Open Questions
- Will the Mexican government officially accept the new US export regulations?
- Will Wiwynn adjust its global production capacity allocation in response to potential tariffs?



