Reported about 1 year ago
Taiwan's stock market saw a 3.8% surge in May, marking the fourth consecutive month of gains with increased foreign investment. The recent Taipei International Computer Show (COMPUTEX) focusing on AI and robotics industries is expected to revitalize electronics stocks, particularly in AI servers, cooling systems, equipment, robots, AI PCs, IC design, and more. With the upcoming shareholder meeting season and positive outlook on operations, investors are advised to pay attention to these sectors. The shift towards AI PCs from cloud computing, coupled with the need for improved data center equipment due to increased data processing demands, particularly in high-powered AI servers, highlights the growing importance of cooling systems in the AI era. Fund managers anticipate a bullish future for tech sector stocks on Taiwan's stock exchange as they continue to reach new highs, expecting positive financial outlooks from key tech companies. Despite potential market fluctuations, the overall sentiment remains optimistic, emphasizing the continued growth potential of AI-related industries.
Source: YAHOO