讀後心得

The Taipei stock market today (25th) rose by 166.55 points, closing at 22,273.19 points, with a trading volume of 249.864 billion yuan. The three major legal entities combined bought a net of 10.016 billion yuan. Foreign investors turned to a net purchase of 6.409 billion yuan, while investment trusts continued to buy a net of 3.477 billion yuan. Proprietary dealers, on the other hand, slightly sold a net of 130 million yuan. Influenced by the rebound in the U.S. stock market, heavyweight stocks like 台積電 (Taiwan Semiconductor Manufacturing Company) and 聯發科 (MediaTek) performed well, closing at 990 yuan and 1,525 yuan, respectively, driving the index up. Although small and medium-sized stocks opened high, they still faced selling pressure. The top five stocks by trading volume today included 富喬 (Fujiko), 華邦電 (Winbond Electronics), and 高鋒 (Gaofeng), among others.

The Taipei stock market closed up 166.55 points or 0.75% today (25th), ending at 22,273.19 points, with a transaction volume of NT$249.864 billion. The three major institutional investors collectively purchased NT$10.016 billion more than they sold.

Observing the trading trends of the three major institutional investors, foreign investors ended two consecutive days of selling, turning to net purchases of NT$6.409 billion today; investment trusts bought for the third consecutive day, with a net purchase of NT$3.477 billion; proprietary traders shifted from selling to buying, with a net sell of NT$130 million. Overall, the three major institutional investors collectively bought NT$10.016 billion more than they sold.

The market holds an optimistic attitude toward adjustments in the U.S. president's tariff policy. The U.S. stock market rose across the board yesterday, with the Nasdaq composite rising nearly 3%. AI giant NVIDIA saw an increase of over 3%, and Tesla rebounded nearly 12% after nine weeks of decline, which drove the Taipei stock market to open up 162.73 points today, reaching 22,269.37 points. With support from weighted stocks, the index once reached 22,414.02 points, eventually rising 166.55 points or 0.75%, closing at 22,273.19 points, ending two consecutive days of decline on the daily candlestick chart, and the annual line rose again, with a transaction volume of NT$249.864 billion.

Amidst the rise of the overall market, small and medium-sized stocks also rebounded simultaneously. The OTC index opened up 0.64 points, reaching 251.86 points, but encountered selling pressure during the session, ultimately closing at a relatively low point, up 0.32 points or 0.13%, at 251.54 points. The daily candlestick showed three consecutive days of decline, losing support from the 5-day and quarterly lines.

In terms of weighted stocks, TSMC opened at NT$989, up NT$17, with intra-day gains expanding to NT$995, leaving only NT$5 to the NT$1,000 mark. It ultimately rose NT$18 or 1.85%, closing at NT$990, ending two consecutive days of decline on the daily candlestick. The monthly line rose again, contributing 148 points to the overall market, with nearly 90% of the increase coming from TSMC.

MediaTek opened at NT$1,505 today, gaining NT$25, reaching a high of NT$1,540 during the session, ultimately rising NT$45 or 3.04%, closing at NT$1,525, ending four consecutive days of decline on the daily candlestick and contributing 21 points to the overall market. After breaking the bottom level yesterday, Hon Hai stabilized today, opening at NT$165.5, up NT$2.5, reaching a high of NT$166.5 during the session, ultimately rising NT$2 or 1.23%, closing at NT$165. The daily candlestick showed three consecutive days of decline, but it successfully stood above the 5-day line.

The top five stocks by trading volume today were: 富喬, 華邦電, 高鋒, 群創, and 晟田; the top five by trading value were: TSMC, MediaTek, 華星光, 波若威, and 世芯-KY.