Taiwan stocks rose over 100 points in early trading: TSMC stabilizes the market, while mid to low price electronics stocks collectively make efforts!

As a well deserved "ballast stone" for the Taiwan stock market, TSMC (2330-TW) did not disappoint market expectations in early trading today. After opening, it steadily stood above the integer level of 1700 yuan and immediately began to fluctuate and consolidate in the high-end range. The stock price fluctuated moderately, providing solid and stable support for the market. From the perspective of market transaction structure, electronic stocks still firmly occupy the core position of capital flow, and the transaction proportion continues to remain at a high level of 75%. This data fully highlights the firm preference and allocation willingness of in market funds towards the electronic sector. According to market experts' analysis, there is a clear "focus effect" in the current market funding situation, which continues to concentrate on high performing electronic stocks; In addition, TSMC's annual important press conference on the 15th is about to be held, and the market generally held a wait-and-see attitude before the conference. The overall operation pattern is relatively safe, and the short-term market volatility risk is relatively low.

It is worth noting that, against the backdrop of TSMC stabilizing the market, mid to low price and low-end electronic stocks became the most eye-catching "star mainline" in today's morning session. Multiple long dormant individual stocks concentrated and sparked a rising trend, effectively activating market sentiment. Among them, the quartz component sub sector has shown particularly outstanding performance, becoming the leader of the rise: Xihua (2484-TW) opened directly with a strong posture of jumping short and hitting the limit up, and closed orders steadily after opening without obvious looseness; Gaogao (8182-TW) also followed closely, breaking through the previous pressure level during the trading session and successfully hitting the limit up board; In addition, core indicators of sectors such as Jingji (3042-TW) and Taijia Shuo (3221-TW) also strengthened simultaneously, forming a clear linkage upward effect among sectors and injecting strong upward momentum into the market.

Industry insiders have deeply interpreted that the collective activity of mid to low price electronic stocks this time is not accidental, but the result of multiple factors working together: on the one hand, against the backdrop of stable trading of core heavyweight TSMC and overall market risk appetite, on exchange funds have begun to seek new valuation troughs and gradually spread their layout to small and medium-sized electronic stocks with reasonable valuations and sufficient early adjustments; On the other hand, the global semiconductor industry chain is expected to continue to recover in recent times, and there are positive signals from the demand side of industry segments. Relevant small and medium-sized targets are favored by funds due to their high performance elasticity. For the future market trend, the industry generally believes that the 2026 performance guidance, production capacity planning, and industry outlook released at tomorrow's TSMC Law Conference will become key variables affecting the short-term direction of Taiwan stocks, and the subsequent impact of relevant information on market sentiment needs to be closely monitored.