Reported 7 months ago
The Taiwan stock market has remained stable above the monthly line since May, with a positive market sentiment. Recently, sector rotation in sectors with strong performance and high dividends has boosted the market, particularly in the electronics sector. Short-term market remains bullish while the long-term trend is unchanged, with the AI concept in electronics stocks remaining the main focus. Various upcoming events, such as the Taipei Computer Show and Apple WWDC, are expected to further enhance the market's AI focus. While challenges like high valuation and record-high margin financing exist, opportunities in sectors like semiconductor supply chains and AI supply chains are promising for investors.
Source: YAHOO