Taiwan stocks plunge more than ten thousand points in 1 month! Why do they keep falling? Analysts reveal 3 key reasons
Published ・ Source Taiwan | 風傳媒
Taiwan stocks plunged 3,737 points in early trading on Nov. 6 and ended down 1,873 points, setting records for the biggest intraday point drop and the fourth-largest closing point drop in history. Analysts cited concerns about AI industry cash flow, the impact of a Democratic Party victory in the U.S. midterm elections on AIDC policy, and international investors pulling out of Taiwan stocks to wait on the sidelines as the main causes of the decline.
Facts
Taiwan stocks plunged as much as 3,737 points in early trading today (the 6th), setting a record for the biggest intraday point drop in history, and still ended sharply down 1,873 points, the fourth-largest closing point drop ever.
Analysts identified 3 main factors behind the sharp correction in Taiwan stocks: concerns about cash flow and investment returns in the AI industry, the impact of a Democratic Party victory in the U.S. midterm elections on AIDC policy, and international investors pulling out of Taiwan stocks to wait on the sidelines.
Foreign investors have sold a net NT$2.89 trillion in Taiwan stocks so far this year, including NT$994.3 billion in October and NT$524.4 billion in the first 5 trading days of November.
Orders for Taiwan's AI supply chain are visible well into the future, with orders placed through 2027 and some visibility extending to 2028, as Taiwanese companies continue to expand capacity.
Good luck arrives on Nov. 7, the Start of Winter! Feng shui expert reveals 3 keys to turning around your finances, and the colors to wear for maximum prosperity
Published ・ Source Taiwan | 風傳媒
International feng shui and astrology expert Chiu Yen-lung analyzes the outlook for the 16 days after the Start of Winter in 2026, saying wealth and careers face a period of realignment and adjustment. He recommends looking at real estate and AI technology, and using certain colors and accessories to boost good fortune, while warning against the risks of highly leveraged investments.
Facts
International feng shui and astrology expert Chiu Yen-lung says the roughly 16 days beginning with the Start of Winter on Nov. 7, 2026, will be an important period for realigning finances, adjusting career structures and reshuffling social relationships.
Mars and Jupiter entering Leo at the same time make family assets, real estate, corporate foundations and internal management important issues.
With Pluto in Aquarius, AI, semiconductors, smart manufacturing, cybersecurity and digital services still have room to grow.
Financial luck is especially strong for people who increase their income through professional skills, online services, consulting or new business models.
Venus is retrograde and exalted in Libra, creating room for growth in art, design, beauty, entertainment, education, brand management and content creation.
Suitable clothing colors include burgundy, pomegranate red, terracotta orange, amber brown, dark brown, sage green, grayish purple, lavender, rose gold, pearl gray and frosty white.
Red carnelian jewelry can help boost confidence and drive, while rhodochrosite, morganite and rose quartz can help soften communication and mend relationships.
Could this market rout derail Anthropic's IPO? Investors say its $1.5 trillion valuation is too high, threatening to further undermine market confidence?
Published ・ Source Taiwan | 風傳媒
The IPO of AI startup Anthropic could be hampered by dissatisfaction with its $1.5 trillion valuation and selling pressure on technology stocks. Investors are seeking a discount and are concerned about its losses and slowing revenue growth. A delay in the listing could undermine confidence in the AI industry.
Facts
Anthropic had planned to begin its IPO roadshow during the week of Nov. 9 and set the price the following week.
Some investors are cautious about the $1.5 trillion valuation currently under discussion for Anthropic, considering it too high.
Anthropic has continued to post huge losses over the past several quarters, while its revenue growth has shown signs of slowing.
Credit default swap (CDS) prices covering debt from CoreWeave and SpaceX have risen to record highs.
AI selloff intensifies! Japanese and South Korean stocks plunge 6%, with the Nikkei sinking more than 3,600 points
Published ・ Source Taiwan | 風傳媒
After the U.S. midterm elections, worries that Democrats could expand AI regulation sent U.S. AI stocks tumbling, with losses spreading to Asia. Japanese and South Korean stocks each closed down about 6% today; the Nikkei plunged more than 3,600 points to 57,434.77, while the KOSPI fell to 5,059.69.
Facts
The Nikkei 225 plunged 3,643.13 points, or 5.96%, to close at 57,434.77.
South Korea's KOSPI fell 324.11 points, or 6.02%, to close at 5,059.69.
Worries that Democrats may expand regulation of the artificial intelligence (AI) sector dragged U.S. AI stocks sharply lower.
The sharp drop in U.S. AI stocks spilled over into Asian technology shares, with Japanese and South Korean markets each closing down about 6% today.
Explainer: Where does wastewater go after you flush the toilet? Sewer connections cover just 43.32% of Taiwan; see the differences across all 22 counties and cities
Published ・ Source Taiwan | 風傳媒
Statistics from the Ministry of the Interior's National Land Management Agency for June 2026 show that just 43.32% of Taiwan's population is connected to public sewer systems, although the overall wastewater treatment rate exceeds 71%. Taipei leads with nearly nine-tenths of households connected, while Changhua County ranks last at just 4.64%. The gap between counties and cities is 84.49 percentage points, reflecting uneven infrastructure development.
Facts
According to statistics from the Ministry of the Interior's National Land Management Agency at the end of June 2026, about 4.284 million households nationwide were connected to public sewers, for a connection rate of 43.32%.
Construction results released by the Ministry of the Interior in August of the same year showed that the overall wastewater treatment rate nationwide had exceeded 71%.
Taipei has a public sewer connection rate of 89.13%, the highest in Taiwan.
Changhua County has a connection rate of just 4.64%, the lowest in Taiwan.
The public sewer connection rate differs by 84.49 percentage points between Taipei, the highest, and Changhua County, the lowest.
Among the six special municipalities, Kaohsiung's public sewer connection rate exceeds half; Tainan's is 30.00%, Taoyuan's is 28.67%, and Taichung's is 28.09%.
Taichung's Water Resources Bureau said that connecting one side of a rear alley requires at least 75 centimeters of construction width, while connections on both sides require 150 centimeters.
No need to steam sweet potatoes in a rice cooker anymore! Japanese expert shares 1 trick to cook them quickly without turning on the stove; they're sweet and fluffy, even better than convenience-store roasted sweet potatoes
Published ・ Source Taiwan | 風傳媒
This article introduces the health benefits of sweet potatoes and 2 quick cooking methods that do not require turning on the stove. One is an air-fryer sweet potato method shared by an online user, using specific temperature settings and a water-soaking step to enhance sweetness. The other is a microwave technique demonstrated by an expert on a Japanese TV program, which uses a damp paper towel to prevent moisture loss and cook sweet potatoes quickly while keeping them fluffy.
Facts
Sweet potatoes are a whole food rich in dietary fiber, beta-carotene, vitamins A, C and E, and minerals such as potassium.
The air-fryer method shared by an online user is to cook the sweet potato at 180 degrees for 12 minutes, soak it in cold water for 30 seconds, then cook it at 200 degrees for 15 minutes.
The popular Japanese TV program 《くりぃむしchゅーのハナタカ！優越館》 once invited a cooking expert to demonstrate a quick microwave method for heating sweet potatoes.
Before microwaving a sweet potato, prick it with a fork and wrap it completely in a damp paper towel soaked with water.
When microwaving sweet potatoes, set small ones to medium-high for 5 minutes and large ones for 6 minutes.
Chi-fan's view: AI stock rout wipes out $2.5 trillion! The frightening part isn't the drop, but being “forced” to sell
Published ・ Source Taiwan | 風傳媒
On Nov. 5, 2026, Wall Street suffered a market rout driven by worries about AI regulation and leveraged-position unwinding, wiping $2.5 trillion off the Nasdaq. The author points to irrational market declines and leverage risks, stressing the importance of building a sound investment system to sustain long-term compounding.
Facts
On Nov. 5, 2026, the Nasdaq Composite plunged 5.52% in a single day, with an estimated $2.5 trillion in market value wiped out.
The Philadelphia Semiconductor Index plunged about 12% in the market rout.
An ETF providing triple-leveraged exposure to semiconductor stocks plunged about 39% in a single day.
The Democratic Party scored a major political victory after the U.S. midterm elections, with some candidates who advocate limits on data center construction winning election.
Jifan is the founder of APcore Global Education and host of the finance podcast “Two Money Lovers: Economics Isn’t Everything, but It’s Useful.”
Old-age farmers’ allowance passes third reading at NT$15,000! Not only will recipients get an extra NT$6,890 per month, but this new system will also let more people qualify.
Published ・ Source Taiwan | 風傳媒
The Legislative Yuan passed a bill at third reading to raise the old-age farmers’ allowance to NT$15,000, retroactive to July 1, 115. The bill also eases the asset-test thresholds and adds a mechanism to adjust the allowance when CPI reaches 3%, and is expected to benefit more farmers.
Facts
The monthly old-age farmers’ allowance will rise from NT$8,110 to NT$15,000.
The amendments will take effect retroactively from July 1, 115.
The income threshold under the asset test will be raised to NT$600,000 in total personal income across all categories.
The asset-test threshold for the value of an individual’s land and buildings will be raised to NT$10.25 million.
A mechanism will be introduced to adjust the allowance when CPI growth reaches 3%.
The Executive Yuan estimates that more than 7,000 additional people will qualify for the old-age farmers’ allowance.
Has the New Taiwan dollar fallen too far? 美銀 flags the won and New Taiwan dollar as attractive buys, saying the AI stock rout may be an opportunity to enter the market.
Piron set a year-end target of 1330 for the dollar-won rate and forecast 1300 for next quarter.
The New Taiwan dollar has the strongest correlation with AI ETFs in Asia.
Some of the momentum behind the “U.S. exceptionalism” narrative that previously supported a stronger dollar came from the AI theme, but the narrative has temporarily cooled.
The New Taiwan dollar’s recent decline is seen as the result of a squeeze on market positions and portfolio adjustments, rather than deteriorating fundamentals.
Bringing the benefits of transport infrastructure to local residents sooner: the section from the ramp at Xinshui Interchange to Haojin Road opens to traffic.
Published ・ Source Taiwan | 風傳媒
The section from the ramp at Xinshui Interchange to Haojin Road on the new access road project for the Taiwan 76 Xinshui Interchange, undertaken by the Changhua County Government, officially opened to traffic on Nov. 6. The opening is coordinated with progress on the Taiwan 76 extension project and aims to improve the road network in Puyan Township, ease the burden on surrounding roads, and give residents access to more convenient transport sooner.
Facts
The section from the ramp at Xinshui Interchange to Haojin Road on the new access road project for the Taiwan 76 Xinshui Interchange opened to traffic on Nov. 6.
The access road section is about 1,361 meters long and about 16 meters wide.
The project has a total budget of about NT$571.45 million, including about NT$462.88 million in central government subsidies.
Changhua County Magistrate Wang Hui-mei attended the opening of the section from the Xinshui Interchange ramp to Haojin Road.
Construction on the new access road project for the Taiwan 76 Xinshui Interchange began on Mar. 2 this year.
The project has a construction period of 720 calendar days and is expected to be completed by the end of February 117.
The Xinshui Interchange access road will ease traffic around the Puyan Interchange on Taiwan 76.
Eight state-owned financial institutions step in》Taiwan stocks plunge 1,873 points! State-owned institutions pour in more than NT$1.4 billion to buy 中鋼, with 台積電 also among the stocks; these 10 stocks become the focus of market support.
Published ・ Source Taiwan | 風傳媒
The Taiwan stock market plunged 1,873 points today (6), dragged down by a sell-off in U.S. stocks, setting a record for the largest intraday point drop. Eight state-owned financial institutions joined forces to support the market, with 中鋼 topping the list with net purchases of 14,005 lots; 台積電 also saw net buying. Foreign investors have sold for 7 consecutive sessions, offloading a total of NT$91.1 billion, while the 3 major institutional investors together recorded more than NT$100 billion in net sales.
Facts
Taipei stocks closed down 1,873.08 points today (6) at 39,701.64.
Original八大公股行庫今日買超前10名由中鋼（2002）以14,005張居冠。
Foreign investors have recorded net sales for 7 consecutive trading days, selling another NT$91.188 billion today.
台積電 (2330) saw net purchases of 3,306 lots by the 8 state-owned financial institutions today, but was also among the top 5 stocks sold by foreign investors.
Investment trusts have recorded net purchases for 19 consecutive trading days, adding NT$26.657 billion today.
U.S. midterm elections》Margin under 2,000 votes! Mississippi count remains extremely close as Democrats seek to rewrite a century of history.
Published ・ Source Taiwan | 風傳媒
The U.S. Senate race in Mississippi remains extremely close, with Democratic challenger Colom trailing Republican incumbent Senator Cindy Hyde-Smith by just 1,813 votes. The campaigns are disputing how provisional ballots should be handled, potentially triggering a legal battle, and the final result is not expected until next week.
Facts
Mississippi has counted 951,744 ballots, with more than 95% of the vote estimated to have been tallied.
Mississippi has no statutory mechanism for an automatic recount.
In a 5-4 majority opinion written by Justice Amy Coney Barrett, the U.S. Supreme Court upheld Mississippi’s law on the deadline for receipt of absentee ballots.
Mississippi has not elected a Democratic U.S. senator since 1982.
Republicans sent letters to the officials in all 82 Mississippi counties, demanding that provisional ballots be kept separate from regular and absentee ballots immediately.
The Ho Li Environmental Park’s cutest new residents: Call ducks arrive, adding another delightful sight.
Published ・ Source Taiwan | 風傳媒
Two Call ducks have joined Taichung’s Ho Li Environmental Park, adding to its waterfowl attractions. The Public Works Bureau is improving the park’s ecological and recreational environment under the “MeLeDi Project” and strengthening animal care and visitor guidance.
Facts
Two Call ducks have been brought to Taichung’s Ho Li Environmental Park.
Ho Li Environmental Park covers about 17 hectares.
Adult Call ducks typically weigh less than 1 kilogram.
Public Works Bureau Director Chen Da-tian said the introduction of the Call ducks supports the “MeLeDi Project” promoted by Mayor Lu Shiow-yen.
A contractor is regularly responsible for daily feeding, cleaning the environment, and conducting inspections at the park.
Taichung Mayor Lu Shiow-yen presided over the groundbreaking ceremony for the Dali District Joint Administrative Center construction project on the 6th.
Original大里區聯合行政中心由市府跨局處投入16.2億元興建。
The Dali District Joint Administrative Center is expected to be completed in April 118.
Dali District has a population of 210,000 and is the third-largest district in Taichung.
The Dali District Joint Administrative Center will have a total floor area of about 23,674 square meters.
The Dali District Joint Administrative Center is planned to include 246 car parking spaces and 460 motorcycle parking spaces.
Public Works Bureau Director Chen Da-tian said the design of the joint administrative center incorporates the local image of “Dali Yi.”
星宇航空 and 玉山銀行 release new co-branded card image video; Taiwan International Travel Fair offers spending-based mileage rewards and multiple exclusive 星宇小舖 deals.
Published ・ Source Taiwan | 風傳媒
星宇航空 and 玉山銀行 released a co-branded card image video and are offering a range of card promotions for the Taiwan International Travel Fair, which opens on Nov. 6. Offers include mileage rewards for ticket purchases above a spending threshold, discounts on mileage purchases, and special deals on merchandise.
Facts
星宇航空 and 玉山銀行 have collaborated on a new co-branded card image video themed “Everyone Has Their Own Universe of Life.”
玉山銀行 and 星宇航空 co-branded cardholders who buy tickets in a single transaction at the travel fair venue for TWD 100,000 or more will receive 10,000 miles.
The Taichung Scout All-Around Skills Camp was held on the 6th at Xinlonggang Campground in Xinshe District.
The event was organized by 台中市政府教育局 and hosted by 台中市童軍會 and 台中市立西苑高中.
A total of 31 schools and 548 students registered for the Scout All-Around Skills Camp.
The program covered core scouting skills, including identifying plants and animals, emergency first aid, knot-tying, and communication using Morse code signals.
蔣偉民, director of 台中市政府教育局, said scouting education is a key platform for guiding children to develop good character and acquire practical life skills.
Pearl milk tea and stinky tofu lose out! The food that best represents Taiwan is “this”: affordable, delicious, filling, and loved by young people and older generations alike.
Published ・ Source Taiwan | 風傳媒
National Taiwan Normal University released a survey on Taiwanese food culture. Braised pork rice was selected as the most representative Taiwanese food, while Japanese cuisine was the most popular foreign cuisine. The survey revealed that Taiwanese people value the experience of eating out and the family bonds fostered by food.
Facts
National Taiwan Normal University conducted telephone interviews from Aug. 13 to 16 this year and collected 1073 valid questionnaires.
Braised pork rice ranked first as the dish most representative of Taiwanese cuisine, with 29.2% support.
Japanese cuisine was the most preferred foreign cuisine, with 44.1%.
The margin of error is within plus or minus 2.99 percentage points, with a confidence level of 95%.
About half of Taiwanese people eat out for their meals during the day.
Original近9成的受訪者同意吃飯能和家人、朋友培養感情。
6% of respondents named Vietnamese cuisine as their favorite.
Explainer: Why are mosquitoes always biting you? It’s not because your blood is sweet! The key lies in your skin.
Published ・ Source Taiwan | 風傳媒
A Rockefeller University study found that carboxylic acids on the skin are a key factor attracting mosquitoes, with attractiveness varying by as much as 100 times between individuals. The study ruled out blood type and blood sugar as determining factors. The Centers for Disease Control recommends using effective mosquito repellents and physical barriers.
Facts
A research team at Rockefeller University found that some people are especially attractive to mosquitoes because of “carboxylic acids” on their skin.
In experiments, attractiveness to mosquitoes varied by more than 100 times among participants.
Skin odor samples from participants who particularly attracted mosquitoes contained higher levels of carboxylic acids, including pentadecanoic acid, heptadecanoic acid, and nonadecanoic acid.
Differences in mosquitoes’ preferences for human odors remained relatively stable over several years.
Most claims that factors such as blood type and blood sugar levels affect mosquitoes’ preferences lack sufficient scientific evidence.
Using different soaps may increase or decrease a person’s attractiveness to mosquitoes.
The Taiwan Centers for Disease Control recommends that infants under 2 months old be protected from mosquitoes using physical measures such as mosquito nets and clothing.
Smart navigation links Shui-nan, the Green Museum and the MRT: Taichung’s Transportation Bureau moves autonomous buses toward open-road testing.
Published ・ Source Taiwan | 風傳媒
台中市政府交通局 and 勤威國際 are working together on open-road testing for autonomous buses. The project has completed review by 經濟部 and received test plates. The all-electric SNOOPY-themed bus will be open to public trial rides for 3 months starting in late November, linking landmarks including the Shui-nan Transfer Center and the Green Museum as the city builds experience in operating smart transportation.
Facts
葉昭甫, director of 台中市政府交通局, inspected the 7.7-kilometer autonomous bus test route in person.
The autonomous bus project is being developed jointly by the Transportation Bureau and 勤威國際, and passed 經濟部’s “Unmanned Vehicle Technology Innovation Experiment Program” review in August this year.
The autonomous bus will link key landmarks, including the Shui-nan Transfer Center, Central Park, MRT Wenhua Senior High School Station, the Green Museum, and the International Convention and Exhibition Center.
Testing has gradually expanded from closed areas to open roads passing MRT stations, with coordinated testing at 31 traffic signals along the route.
At this stage, each test vehicle carries a monitor with a professional large-vehicle driver’s license to ensure safety during testing.
The all-electric autonomous bus can carry 9 passengers and travels at about 30 to 35 kilometers per hour.
The Transportation Bureau said public trial rides are expected to begin in late November and last 3 months.
Kaohsiung-Pingtung-Penghu-Taitung Branch reveals “3 key industries” and emerging trends; Labor Ministry’s “Youth Employment Development Program” helps young people gain a foothold across fields.
Published ・ Source Taiwan | 風傳媒
The Kaohsiung-Pingtung-Penghu-Taitung Branch of the Workforce Development Agency, Ministry of Labor, held a briefing on key industry reports on the 6th. It released findings on 3 major industries—precision health, drones, and IC design—highlighting the importance of cross-disciplinary integration and cooperation among industry, government, and academia to help young people transition into the workforce.
Facts
Branch director 郭耿華 said cross-disciplinary integration, practical application, and continuous learning have become the core competitive strengths young people need to establish themselves in the workplace.
林明煙, adjunct assistant professor at the Air Force Institute of Technology, said the drone industry’s talent needs have expanded to include algorithm development, hands-on flight operations in real-world settings, and practical integration of multiple systems.
謝慶發, assistant professor in the Department of Electronic Engineering at National Kaohsiung University of Science and Technology, said semiconductor clusters have an urgent need for skilled professionals, making it crucial to strengthen students’ hands-on experience.
Fortunes to turn around dramatically over the next 10 years! 3 zodiac signs will thrive in their careers and accumulate wealth; this sign gets richer with age.
Published ・ Source Taiwan | 風傳媒
This article discusses folk beliefs about fortunes turning around over the next ten years, saying that three zodiac signs will enjoy thriving careers and accumulating wealth, while a particular sign is said to grow richer with age. It notes that these are folk beliefs.
Taiwan stocks plunged 1,873.08 points at the close to 39,701.64 points, with trading volume reaching 1.24 trillion yuan.
Original外資連續7個交易日賣超，今日單日調節911.88億元。
Original投信逆勢操作，連續19個交易日買超，今日加碼266.57億元。
Taiwan stocks fell to an intraday low of 37,837.05 points, plunging 3,737.67 points and setting a record for the largest intraday point drop in history.
Original盤中零股成交金額衝上643.5億元，其中台積電成交247億元，占比約38%。
The total market capitalization of listed companies evaporated by about 5.69 trillion yuan in a single day, falling to 130.5 trillion yuan.
The Philadelphia Semiconductor Index plunged 12.25%, its biggest single-day drop since March 16, 2020.
The Legislature passed an opposition version of amendments to the Temporary Act Governing Welfare Allowances for Elderly Farmers in its third reading, raising the allowance to 15,000 yuan per month and establishing a mechanism for immediate adjustment when CPI reaches 3%. The central government will cover the costs. The Executive Yuan’s original proposal was 10,000 yuan; the final version adopted the opposition’s proposal and takes effect retroactively from July 1.
Facts
The Legislature passed a bill in its third reading to raise the allowance for elderly farmers to 15,000 yuan per person per month.
The increase in the allowance for elderly farmers is retroactive to July 1 this year.
The allowance for elderly farmers must be adjusted immediately when the annual CPI increase reaches 3%.
The central government will bear the full cost of the increase in the allowance for elderly farmers.
The personal comprehensive income tax threshold under the asset test has been raised to 600,000 yuan.
Revenue flash: 欣興 (3037) October revenue reaches 18.986 billion yuan, up 67.62% year on year.
Published ・ Source Taiwan | 鉅亨網
欣興(3037-TW) reported revenue of 18.986 billion yuan for October 2026, up 67.62% year on year, marking strong growth. However, its share price has recently been weak, falling more than 26%, while the three major institutional investors have been net sellers, suggesting short-term profit-taking or caution despite the upbeat earnings report.
Facts
欣興(3037-TW) reported revenue of NT$18.986 billion for October 2026, up 67.62% year on year and 1.8% month on month.
欣興(3037-TW) reported cumulative revenue of NT$151.972 billion for January-October this year, up 40.88% year on year.
欣興(3037-TW) was recently priced at NT$727, down -26.49% over the past 5 days.
The three major institutional investors had combined net trading of -17,083 lots over the past 5 days, including foreign investors’ net trading of -19,845 lots.
欣興(3037-TW) operates in the electronic components industry, with PCB manufacturing as its main business.
比亞迪: Yangwang U9X hits 503.17 km/h in Abu Dhabi, setting production-car speed record
Published ・ Source Taiwan | 鉅亨網
比亞迪 subsidiary 仰望汽車 announced that the U9 Xtreme set a production-car speed record of 503.17 km/h in Abu Dhabi, earning certification from the FIA and Guinness. The limited run of 30 cars has sold out, showcasing its technological prowess.
Facts
Yangwang U9X hits a top speed of 503.17 km/h in Abu Dhabi
Yangwang U9X has a combined system output of more than 3,000 horsepower
Yangwang U9X uses an all-domain 1,200V ultra-high-voltage platform
Yangwang U9X is limited to 30 units worldwide, and has sold out
Yangwang U9X test driver Marc Basseng completed the test
Yangwang U9X is equipped with the YunNian-X intelligent chassis system
比亞迪 Executive Vice President Li Ke revealed that remote measurement data show there is still room for full-throttle acceleration
FSC unveils 3 measures to shore up the market: cuts securities lending sale limits, raises margin requirements for short sales, and broadens eligible collateral
Published ・ Source Taiwan | 鉅亨網
To address the irrational decline in Taiwan stocks amid international political and economic developments, the FSC announced a short-selling restriction effective Nov. 9, lowering securities lending sale limits and raising margin requirements for short sales, while broadening the range of eligible collateral to stabilize the market.
Facts
The FSC will lower the daily intraday limit on securities lending sale orders to 3% starting Nov. 9.
The minimum margin requirement for short sales of listed and over-the-counter securities will be raised from 90% to 130%.
With approval, investors may use a range of collateral, including foreign securities held through sub-brokerage accounts, to cover shortfalls.
Securities lending sales by securities firms for hedging purposes or in their capacity as market makers are exempt from the short-selling restriction.
The FSC is encouraging listed and over-the-counter companies to consider implementing share buybacks when appropriate.
US Democrats plan investigations into 蘋果, Meta and 馬斯克旗下公司, covering the use of Grok AI in military operations in Venezuela, an ICE-tracking app listed on 蘋果’s App Store, and data center agreements between Meta and local governments.
Facts
Democrats are preparing to target 蘋果, Meta and 馬斯克旗下公司 in investigations.
Democrats plan to investigate Grok, the AI chatbot developed by companies owned by Musk.
The investigation will focus on the use of Musk-owned AI tools in military operations in Venezuela.
蘋果 will face an investigation over the ICE-tracking app listed on its App Store.
Meta is a target of the investigation over data center agreements it signed with local governments.
中鋼 earns NT$0.07 per share in Q3, invests NT$1.079 billion in SOFC to address process electrification
Published ・ Source Taiwan | 鉅亨網
中鋼 approved its Q3 financial results, reporting net profit after tax of NT$1.121 billion and earnings per share of NT$0.07. It also approved investments of NT$1.079 billion in SOFC and carbon capture projects to address process electrification and meet carbon neutrality goals.
Facts
中鋼 posted Q3 net profit after tax of NT$1.121 billion and earnings per share of NT$0.07.
中鋼 approved an investment of NT$1.079 billion in a solid oxide fuel cell (SOFC) and carbon capture and utilization project.
The SOFC project runs from Dec. 1, 2026, through Dec. 31, 2028.
中鋼 reported Q3 revenue of NT$88.669 billion, up 20.61% year on year.
中鋼 reported cumulative revenue of NT$256.671 billion for the first 3 quarters, up 6.2% year on year.
敦泰 forecasts further declines in Q4 shipments and revenue; AMOLED driver IC shipments aim to reach 1 million units per month by year-end to boost gross margin
Published ・ Source Taiwan | 鉅亨網
敦泰 said at its earnings call that Q3 revenue declined but profit improved, and forecast a further drop in Q4 revenue. AMOLED driver IC monthly production is expected to reach 1 million units by year-end, while its automotive touch products have been adopted in 理想汽車’s MEGA.
Facts
敦泰 reported Q3 revenue of NT$2.724 billion, down 1.1% quarter on quarter and 12.3% year on year.
敦泰 reported Q3 net profit after tax of NT$61 million and earnings per share of NT$0.29.
敦泰 expects shipments and revenue to continue declining in Q4, but gross margin is expected to keep rising.
敦泰 expects monthly shipments of its AMOLED display driver IC products to reach the 1-million-unit level by year-end.
敦泰’s automotive touch IC has been successfully adopted in 理想汽車’s high-end luxury model MEGA.
台塑四寶’s October revenue was driven by peak-season demand and higher oil prices, rising 62.5% year on year. Strong AI server demand pushed electronic materials to more than six-tenths of 南亞’s revenue, which reached its highest level in nearly 55 months.
Facts
台塑四寶’s October revenue rose 62.5% year on year to NT$163.9 billion.
〈電子五哥營收〉緯創’s revenue for the first 10 months surges to a record NT$3.29 trillion; AI server momentum expected to strengthen in November and December
Published ・ Source Taiwan | 鉅亨網
緯創 and 緯穎 announced their October revenue figures. 緯創’s cumulative revenue for the first 10 months reached a record NT$3.29 trillion, while 緯穎’s cumulative revenue of NT$1.15 trillion also set a record for the same period, with both benefiting from strong AI server demand.
Facts
緯創 reported October revenue of NT$402.615 billion, up 1.18 times year on year.
緯創’s cumulative revenue for the first 10 months reached NT$3.29 trillion, a record high.
緯創 shipped 1.2 million laptops in October, down 42.86% year on year.
緯創 expects laptop shipments to decline by double digits quarter on quarter in Q4.
緯穎’s cumulative revenue for the first 10 months reached NT$1.15 trillion, a record high for the same period.
Foreign investors dump NT$91.1 billion in Taiwan stocks, futures shorts near 100,000 contracts; investment trusts defy selling pressure with heavy buying in 7 major financial holding companies
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks swung sharply today as foreign investors sold heavily in spot and futures markets for 7 consecutive days, with net short positions nearing 100,000 contracts, at one point sending the index down more than three thousand seven hundred points. Domestic investment trusts, meanwhile, bought more than two hundred sixty-six hundred million NT dollars against the trend, concentrating their buying in 7 major financial holding companies and heavyweight stocks in an effort to shore up market confidence.
Facts
Taiwan stocks plunged 3,737 points at one point today, marking the largest intraday point drop on record.
Foreign investors posted net sales of NT$91.188 billion today, marking their 7th consecutive trading day as net sellers.
Foreign investors’ net short positions in Taiwan index futures surged to 99,930 contracts, a new high for the current swing.
Investment trusts made net purchases of NT$26.658 billion today against the trend, showing a strong willingness to support the market.
The biggest foreign net sale was 元大台灣50(0050-TW), with 88,700 lots sold.
Taiwan stocks set for a respite next week? National Stabilization Fund calls emergency meeting and approves market intervention
Published ・ Source Taiwan | 鉅亨網
In response to the sharp decline in Taiwan stocks in recent days, driven by foreign net selling and movements in US stocks, the National Stabilization Fund held an emergency meeting on Nov. 6 and authorized its executive secretary to deploy funds to stabilize the market, aiming to support stocks starting next week and shore up the capital market.
Facts
The National Security Fund convened its 131st ad hoc committee meeting at 2:30 p.m. on Nov. 6, 115, and decided to intervene to support the market.
The Taiwan Stock Exchange Weighted Index fell by as much as 5510 points cumulatively from Nov. 2 to 6, 115.
Original外資於115年10月累計賣超高達9943.16億元，創下歷史單月新高紀錄。
The National Security Fund believes the current situation meets the conditions stipulated in Article 8 of the National Security Fund Establishment and Management Regulations.
Premier Cho Jung-tai urgently called on the Financial Supervisory Commission to take responsive measures on the morning of Nov. 6.
威剛 sees slight Q4 revenue decline; DRAM shortage expected to worsen next year, memory prices to keep rising
Published ・ Source Taiwan | 鉅亨網
威剛 said at its earnings briefing that Q4 revenue would dip slightly due to inventory adjustments, but it expects memory prices to continue rising and the DRAM shortage to worsen next year.
Facts
威剛 reported October revenue of NT$17.06 billion, up 8.5% month on month and 28.22% year on year.
威剛 expects fourth-quarter revenue to edge down from the third quarter as clients conduct year-end inventory adjustments.
威剛 expects DRAM to be in short supply throughout next year, with the supply-demand gap potentially widening from this year.
威剛 posted after-tax net profit of NT$32.5 billion in the first three quarters, exceeding its total profit over the 25 years since its founding.
威剛's enterprise brand Trustar began limited shipments in the fourth quarter.
Inflationary pressures may ease! US October nonfarm payrolls expected to rebound to 65,000; hourly wage growth set to fall below 3% for the first time in four years
Published ・ Source Taiwan | 鉅亨網
US October nonfarm payrolls are expected to rebound to 65,000, while hourly wage growth may fall below 3%, reflecting a cooling labor market. The breakeven point has fallen to 40,000, and the Fed is holding interest rates steady. Attention is now on upcoming CPI data to gauge the path of rate hikes.
Facts
The market expects the US to add 65,000 nonfarm jobs in October.
The monthly breakeven point for the US labor market to sustain economic expansion has fallen to 40,000.
Average hourly earnings growth in October is expected to fall to 2.9% year on year, below the 3% threshold.
US GDP grew at an annualized rate of as much as 3.4% in the third quarter of this year.
The Federal Reserve (Fed) held interest rates unchanged at 3.75% to 4%.
大成鋼 reported October 2026 revenue of NT$13.311 billion, up 44.8% year on year, a strong performance. Revenue for the first 10 months also grew 36.04%, and the stock attracted net purchases of more than 3 thousand lots from the three major institutional investors, demonstrating strong operating momentum.
Facts
大成鋼 reported October 2026 revenue of NT$13.311 billion, up 44.8% year on year and 7.37% month on month.
大成鋼 recorded cumulative revenue of NT$117.907 billion for January-October this year, up 36.04% year on year.
Over the past 5 days, the three major institutional investors recorded combined net purchases of 3649 lots: foreign investors bought 1692 lots, investment trusts bought 1241 lots, and dealers bought 716 lots.
大成鋼 was last priced at NT$45.7, with its share price down -5.26% over the past 5 days.
大成鋼 operates in the steel industry, primarily producing and selling stainless steel and aluminum products, as well as screws and nuts.
Margin calls, shaken confidence, Democratic victory → Is AI development being blocked? [神奇寶貝] Free stock-pick data available
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged in a rare cliff-like selloff today, hitting a low of 37,837 points and setting a record for the largest intraday point drop. The premier and the National Security Fund pledged to stabilize the market, and the index closed at 39,701 points. The US Democratic Party's election victory stoked concerns over AI regulation, but industry fundamentals have not deteriorated. The market is reassessing investment returns, and the index is expected to build a base amid short-term volatility before rebounding.
Facts
Taiwan stocks staged a rare “cliff-like plunge” in history today, tumbling as much as 3,737 points in early trading to a low of 37,837 points, with intraday losses nearing 9%.
Premier Cho Jung-tai said he had asked the Financial Supervisory Commission to closely monitor market developments, while the National Security Fund did not rule out convening an ad hoc committee meeting, spurring bargain hunting.
Foreign investors recorded net sales of about NT$91.1 billion today, while investment trusts posted net purchases of about NT$26.6 billion, indicating that pressure from foreign outflows remains heavy as domestic investors continue to provide support.
The US Democratic Party won control of both chambers of Congress in the midterm elections, raising market concerns that AI regulation, restrictions on data center construction and rising costs could affect capital spending and orders.
The index is unlikely to stage an immediate sharp V-shaped recovery in the short term and is expected to absorb selling pressure through repeated swings as it builds a base before rebounding.
〈US Midterm Elections〉Economic woes remain the main reason for Republican defeat; Texas senator says as many as 200,000 people rely on selling blood to survive each day
Published ・ Source Taiwan | 鉅亨網
Republicans suffered a crushing defeat in the 2026 US midterm elections, with Democrats regaining control of Congress. Texas Senator Cruz said economic problems were the main reason for the loss, including soaring inflation and a widening wealth gap that have placed immense pressure on ordinary people, with some even resorting to selling blood to survive.
Facts
In the 2026 US midterm elections, Democrats retook control of both chambers of Congress, dealing Republicans a devastating blow.
The number of paid plasma donations in the US surpassed 75 million in 2026, with as many as 200,000 Americans relying on selling blood to survive each day.
As many as 79% of voters said inflation had seriously affected their lives, while the US inflation rate surged to 3.7%.
The wealthiest 1% of Americans hold as much as 32% of the nation's wealth, a record high.
As many as 29% of Americans have been forced to use “buy now, pay later” (BNPL) microloans this year to purchase basic groceries.
Annual sales of SPAM, an inexpensive meat alternative in a can, surpassed 113 million cans.
Donald Trump's personal net worth surged from US$2.3 billion to between US$6.5 billion and US$7.6 billion after he returned to the White House.
Is the market crash over? Until margin debt is fully flushed out, Taiwan stocks may not have found a true bottom!
Published ・ Source Taiwan | 鉅亨網
After sharp volatility in Taiwan stocks on Nov. 6, signs of buying support emerged. Analysts say margin balances need to be further flushed out before the market can bottom. They also said AI policy restrictions will not affect long-term demand and recommended that investors build positions in stages to navigate the market correction.
Facts
The Taiwan stock index hit a low of 37,837 points on Nov. 6 before ending the day with a long lower shadow of nearly 2,000 points.
Data from Nov. 5 showed that the broader listed market had fallen about 16.55% from its peak, while margin balances had declined by only 9.61%.
The over-the-counter index fell 25.4%, but margin balances declined by only 18.62%, indicating that retail investors are deleveraging more slowly than share prices are correcting.
【Strong-rising stocks with heavy trading】【Don't panic over Taiwan stocks' plunge! Has Texas's political shift triggered a bloodbath in AI stocks? Cybersecurity stock hits a new high! Next list of diamond-in-the-rough picks revealed!】
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks swung sharply under pressure from steep losses in US tech shares, but government agencies showed their determination to stabilize the market. Foreign investors and dealers were net sellers while investment trusts continued buying. Losses narrowed in heavyweight stocks such as 台積電 and 鴻海, while shares including 邁達特 performed strongly, as the market entered a phase of volatile base-building.
Facts
The Taiwan Stock Exchange Weighted Index closed at 39701.64 points today, down 1873.08 points.
Foreign investors recorded net sales of NT$91.188 billion today, investment trusts recorded net purchases of NT$26.657 billion, and dealers recorded net sales of NT$49.476 billion.
The Philadelphia Semiconductor Index plunged 12.25%, making it the hardest-hit area in this correction.
The National Security Fund is closely monitoring the stock market and has not ruled out convening an ad hoc committee meeting if the market falls in a disorderly manner.
Original鴻海10月合併營收達1兆3,053億元，首度突破1.3兆元大關創歷史單月新高。
邁達特's October 2026 revenue grew 27.1% year on year, setting a record high.
台積電 is evaluating the establishment of a second manufacturing campus in Sherman, Texas.
聯發科 expects its revenue this year to reach a new record high and has secured support from 輝達 and Google.
A Democratic blue wave is coming, slowing AI data center investment—but power and water arrangements can still be negotiated
Published ・ Source Taiwan | 鉅亨網
Democrats won gubernatorial elections in Texas, Georgia and Ohio, raising concerns that AI data center investment could slow. The new governors are demanding that operators bear their own water and electricity costs and that tax incentives be scrapped, putting pressure on cloud companies in negotiations and prompting them to seek investment opportunities in other regions.
Facts
Texas's incoming governor, Hinojosa, advocates a statewide pause on construction of new data centers, the scrapping of tax incentives, and requiring operators to pay for electricity.
Georgia's incoming governor Bottoms is calling for a statewide pause on construction of new data centers, prioritizing controls on residents' water and electricity bills.
Meta announced an expansion of its existing data center in Louisiana, while Google announced data centers in Wyoming and Malaysia.
A wave of forced selling unleashed record turnover of 1.24 trillion; after a long bearish candle and a changing of hands, is this the year's last “golden entry point”?
Published ・ Source Taiwan | 鉅亨網
Taiwan stocks plunged under selling pressure from foreign investors and margin traders, with trading value hitting a record 1.24 trillion Taiwan dollars. Teacher Chih-lin sees this as an opportunity to clear out weak holders, not a liquidity crisis, and recommends watching the AI sector's unchanged long-term trend and positioning in 台積電 and related suppliers when the opportunity arises.
Facts
Taiwan index futures briefly hit the daily limit down in early trading, plunging as much as 3737 points intraday.
台積電 (2330-TW) also briefly hit the daily limit down intraday.
Yesterday, the margin maintenance ratio had already approached the extreme warning threshold seen during the July market crash.
Systematic indiscriminate selling swept the entire market, with leading advanced-packaging semiconductor stocks broadly joining the decline.
宏達電 October revenue rises 2 tenths to 230 million yuan year over year; AI product VIVEE to launch in Taiwan and Japan by year-end
Published ・ Source Taiwan | 鉅亨網
宏達電 reported a 2-tenths year-over-year increase in October revenue and unveiled its new AI product VIVEE, which is expected to launch in Taiwan and Japan by year-end. Its XR artwork 《羽火共舞》 also debuted in Taiwan and received international film festival recognition.
Facts
宏達電's October revenue was 230 million yuan, up 21.9% year over year.
宏達電 officially unveiled its new product VIVEE, combining AI conversation, long-term memory, personality development and physical interaction.
VIVEE is expected to roll out in Taiwan and Japan by year-end.
VIVEE features a camera-free design and a physical mute switch to prioritize privacy and security.
Wang Yujia's XR concert 《羽火共舞》 was nominated for the immersive competition at the 2026 Cannes Film Festival.
Noted investor Michael Burry questioned why Anthropic's sales and marketing expenses fell to 14% of revenue in the third quarter, raising suspicions of financial data manipulation.
〈勤誠 earnings call〉勤誠's Chen Ya-nan: AI industry will not become a bubble; rack revenue share could reach 2 tenths next year
Published ・ Source Taiwan | 鉅亨網
勤誠 said at its earnings call (8210-TW) that the AI industry faces no risk of a bubble and that medium- to long-term demand is solid. The company is using a diversified customer strategy to navigate short-term fluctuations and is actively expanding its rack business, which is expected to account for 20% of revenue next year.
Facts
勤誠 CEO Chen Ya-nan stressed that the AI industry will not become a bubble and expressed optimism about AI's medium- to long-term prospects.
勤誠 expects racks to account for 2 tenths of revenue next year.
Original勤誠今年資本支出預估為新台幣25至30億元。
勤誠's customers include 輝達 (NVDA-US), AMD (AMD-US), and makers of customized ASIC products.
After the U.S. midterm elections, 勤誠 said customer feedback has been positive so far and existing projects have not been affected.
〈尖點 earnings call〉Outlook positive for expansion; capital expenditure to reach 3.6 billion yuan this year and next; Thailand plant set for improvement
Published ・ Source Taiwan | 鉅亨網
尖點 reported after-tax net profit for the first 3 quarters of 2026 up 2.75 times year over year to 899 million yuan. To meet demand for AI and high-end PCBs, the company plans to invest at least 3.6 billion yuan in capital expenditure in each of the current and next years to expand capacity. It raised 2.204 billion yuan through convertible bonds and a cash capital increase, and also expects operations at its Thailand plant to improve.
Facts
尖點's after-tax net profit for the first 3 quarters of 2026 reached 899 million yuan, up 2.75 times year over year.
尖點's capital expenditure will be at least 3.6 billion yuan this year and next year.
尖點 expects its PCB drill-bit capacity to reach 45 million units per month by the end of this year.
尖點 recently completed a cash capital increase and a convertible bond fundraising, raising a total of 2.204 billion yuan.
High-value-added coated drill bits accounted for 56% of 尖點's output in the first 3 quarters of 2026.
$15 turns into $2.5 billion! Details of 幣安 hack revealed: hackers exploited a new feature to commit the “perfect crime” in 三 and a half minutes
Published ・ Source Taiwan | 鉅亨網
Details of the 幣安 hack show that the attacker exploited the delegated authorization feature in Ethereum's EIP-7702 upgrade, paying just $15 in gas fees to transfer about $2.5 billion in 三 and a half minutes. The incident highlights the security risks of combining social engineering with new technology.
Facts
Original駭客利用以太坊新機制轉走約25億美元資產，佔總損失63億美元的近四成。
The attackers paid about $15 in gas fees to set up delegated authorization, then drained the assets in 幣安's 14 hot wallets in a single transaction.
The breach followed a classic “sophisticated social engineering” approach, with hackers luring engineers into downloading malware through fake job openings.
Original關鍵在於以太坊去年5月啟用的EIP-7702升級，該升級提供「打包執行」捷徑。
The stolen assets included 16萬7464 ether and more than 60 types of tokens, including Tether (USDT), whose USDT holdings had a face value of $1.6 billion.
The attack began at about 20:20 UTC last Thursday (October 29), when authorization was established; the transfer was initiated 三 and a half minutes later.
Revenue snapshot - 台塑化 (6505) October revenue of 77.551 billion yuan, up 76% year over year
Published ・ Source Taiwan | 鉅亨網
台塑化 reported revenue of NT$77.551 billion in October 2026, up 76% year over year. Revenue for the first 10 months totaled NT$666.178 billion, up 26.55% year over year. The stock has recently fallen, with foreign investors net buyers and investment trusts net sellers.
Facts
台塑化 reported October 2026 revenue of NT$77.551 billion, up 76% year over year.
台塑化's cumulative revenue for January-October this year was NT$666.178 billion, up 26.55% year over year.
台塑化's share price fell 10.85% over the past 5 days, and its latest price was NT$85.7.
Foreign investors were net buyers of 14,370 lots of 台塑化 shares recently, while investment trusts were net sellers of 25,506 lots.
台塑化 operates in the oil, electricity and gas industry, with its main business being the manufacture of petrochemical raw materials.
Revenue flash - 旺宏 (2337) October revenue reached NT$8.413 billion, up 217.19% year over year
Published ・ Source Taiwan | 鉅亨網
旺宏 announced revenue of NT$8.413 billion for October 2026, up 217.19% year over year, with cumulative revenue also posting substantial growth. However, its share price has recently fallen, and institutional investors have been clear net sellers, reflecting a relatively cautious market response.
Facts
旺宏(2337-TW) posted revenue of NT$8.413 billion in October 2026.
旺宏's revenue in October 2026 surged 217.19% year over year.
旺宏's cumulative revenue from January to October this year was NT$62.244 billion.
旺宏's latest share price was NT$75.8, down 20.3% over the past 5 days.
The 3 major institutional investors' combined net buying and selling of 旺宏 shares over the past 5 days totaled -22,587 lots.
Revenue flash - 台化 (1326) October revenue reached NT$35.832 billion, up 61.79% year over year
Published ・ Source Taiwan | 鉅亨網
台化(1326-TW) announced October 2026 revenue of NT$35.832 billion, up a record 61.79% year over year, indicating strong business growth. Revenue for the first 10 months totaled nearly NT$300 billion, up 22.84% year over year. Overall financial performance was impressive; although the share price has recently pulled back, it has still outperformed the industry index.
Facts
台化(1326-TW) reported October 2026 revenue of NT$35.832 billion, up 61.79% year over year and 7.28% month over month.
台化(1326-TW)'s cumulative revenue for January-October this year was NT$299.961 billion, up 22.84% year over year.
台化(1326-TW)'s latest price was NT$62.7. Its share price fell -12.63% over the past 5 days, compared with a -17.55% decline for the related plastics industry, so its share-price performance outperformed the industry index.
The 3 major institutional investors' combined net buying and selling over the past 5 days totaled -15,691 lots, including -16,738 lots for foreign investors and +1,501 lots for investment trusts.
台化(1326-TW) operates in the plastics industry. Its main businesses include chemicals such as purified terephthalic acid, polystyrene and styrene, as well as synthetic fiber products.
Under scrutiny by the U.S. Congress! Jensen Huang embroiled in alleged spy case; lawmakers demand he testify before Congress on 11/18; 輝達 issues statement defending itself
Published ・ Source Taiwan | 鉅亨網
The New York Times reported that Huang Le, a Chinese female executive who had dealings with 輝達 CEO Jensen Huang, was identified by U.S. authorities as an intelligence operative, raising national security concerns. 3 Republican leaders in the House of Representatives called on Jensen Huang to attend a briefing on 11/18 to explain, while 輝達 issued a statement defending itself, saying the interactions were normal business dealings.
Facts
Huang Le, a Chinese female executive who had dealings with 輝達 CEO Jensen Huang, was identified by the United States as a Chinese intelligence operative.
3 Republican committee chairs in the U.S. House of Representatives have asked Jensen Huang to attend a closed-door briefing on November 18.
Huang Le previously served as a senior executive at Singapore data center company Megaspeed.
Trump was informed of the intelligence investigation's findings about a year earlier but chose to take no action on the information.
輝達 said Jensen Huang's interactions with Huang Le were no different from his meetings with senior executives at other corporate clients.
Hong Kong stocks after the close: Technology and AI concept stocks slump; Hang Seng Index falls 1.27% as funds shift to defensive sectors
Published ・ Source Taiwan | 鉅亨網
Major Hong Kong stock indexes fell across the board on Friday (the 6th), with the Hang Seng Index down 1.27%. Technology stocks tumbled amid concerns about AI regulation and hawkish signals from the Federal Reserve, while funds shifted to defensive sectors such as high-dividend consumer stocks and utilities.
Facts
智譜 plunged 10.46%, while 天數智芯 fell 11.67%.
阿里巴巴 shares fell 3.85%, while 小米集團 shares dropped 2.94%.
南方兩倍做多海力士 shares plunged 19.08%.
李寧 rose 5.16% against the market after announcing a special dividend of 2.32 yuan per share.
The 上證指數 closed down 1.1% at 3,649.18 points on the 6th, ending its 2-day winning streak but gaining 1.39% for the week.
Original創業板指周五收黑3.96%至2465.23點，為三大指數中跌幅最大者。
Combined turnover on the Shanghai and Shenzhen stock exchanges exceeded 1.6 trillion yuan, down 460.2 billion yuan from the previous trading day.
Telecommunications stocks led declines across the 2 markets. 劍橋科技 fell by the daily limit, while 中際旭創, 長盈通, 長飛光纖 and 新易盛 each dropped more than 7%.
According to Wind, 757 stocks rose and 4,739 fell across the Shanghai and Shenzhen stock exchanges and the Beijing Stock Exchange.
Wang Sheng, chief strategy analyst at 申萬宏源, said the static price-to-earnings ratios of the electronics and communications sectors have returned to around their historical medians.
Dai Qing, chief strategy analyst at 長江證券, said the STAR Market's quarterly operating revenue grew 12.11%, while profit growth exceeded 65%.
How can Taiwan's supply chain escape the risks of overconcentration? PwC global experts share 3 key strategies and urge companies to reduce financial exposure
Published ・ Source Taiwan | 鉅亨網
資誠 and the Taiwan Investor Relations Institute discussed supply chain resilience at the Taiwan Week forum. PwC experts offered 3 strategies to address overconcentration risks in the semiconductor supply chain: identify hidden dependencies, quantify financial exposure and diversify sources. They urged companies to elevate supply chain management to the level of financial strategy.
Facts
資誠聯合會計師事務所 and 台灣投資人關係協會 held a forum on the resilience of supply chains on the 6th.
Taiwan has been the world's largest buyer of chip materials for 16 consecutive years and relies heavily on Japanese semiconductor materials.
The European Union's regulation banning products made with forced labor took effect at the end of 2024 and is expected to be fully implemented by the end of 2027.
華新 is extending its production footprint from Taiwan and mainland China to Indonesia and Europe to diversify risk.
PwC global experts advise companies to move beyond simply preventing shortages and elevate supply chain management to the level of financial strategy.
Hedge funds hit in October flee in panic, crowding toward the exits and adding to selling pressure
Published ・ Source Taiwan | 鉅亨網
Global hedge funds suffered widespread losses in October amid a selloff in technology stocks and political events. Walleye Capital, Millennium Management and other firms recorded significant losses, while AI funds plunged 33%, exposing market structural fragility and the risks of crowded positions.
Facts
Walleye Capital posted its worst monthly performance since March 2020 in October.
AI-focused fund Value Aligned Research Advisors plunged 33% in October.
Millennium Management fell 2.3% last month and pulled more than US$1.5 billion in leveraged capital after losses at external funds.
Greg Eisner, head of quantitative hedge fund Engineers Gate, said hedge funds face a "correlation" dilemma.
Chip stocks plunged on regulatory concerns, sending the Nasdaq 100 down 6.4% and the S&P 500 down 4.4%.
European credit fund Arini Capital Management plunged more than 12% in October alone.
Companies mentioned：Walleye Capital、Kirkoswald Asset Management、Arini Capital Management、Millennium Management、Value Aligned Research Advisors、Situational Awareness、Engineers Gate、Erlen Capital Management
智邦's October revenue rises both month over month and year over year to NT$44.66 billion, setting a record
Published ・ Source Taiwan | 鉅亨網
智邦 reported October 2023 revenue of NT$44.662 billion, up 10.6% month over month and 91.2% year over year, a record high. Revenue for the first 10 months totaled NT$331.07 billion, up 65.8% year over year. To expand working capital, 智邦 will conduct a cash capital increase, with some of the new shares reserved for employees and some offered to the public.
Facts
智邦's October revenue was NT$44.662 billion, up 10.6% month over month and 91.2% year over year.
智邦's revenue for the first 10 months totaled NT$331.07 billion, up 65.8% year over year.
智邦 will issue up to 1萬 lots of common shares in a cash capital increase, with a total face value of NT$100 million.
Employees will subscribe to 15% of the total new shares in this capital increase, amounting to 1500 lots.
Shares offered to the public will account for 10% of the total new shares issued, amounting to 1000 lots.
Why the anti-AI wave may not be a bad thing: tech commentator says it gives the industry time to digest the bubble
Published ・ Source Taiwan | 鉅亨網
After the U.S. midterm elections, opposition to data centers emerged in Texas, Georgia and other places, raising market concerns that AI infrastructure could be blocked. Tech commentator Derek Thompson said the trend could weigh on share prices in the short term but help deflate the bubble over the medium to long term and prevent excess capacity.
Facts
Tech commentator Derek Thompson believes political resistance to AI could help the industry rein in excessive investment.
Texas accounts for about one-quarter of the data center capacity planned to come online in the United States by 2030.
Democrat Gina Hinojosa defeated incumbent Republican Gov. Greg Abbott and pledged to pause approvals for new data centers.
三星電子 and SK海力士 face the risk of changing expectations for server DRAM and HBM demand.
Opposition to data centers mainly comes from residents concerned about noise, water consumption and enormous electricity demand.
A look at the most popular emerging-stock market shares from 11/02-11/06: 仁新*, 安成生技, 仲恩生醫; biggest gainers: 通用幹細胞*, 捷立康, 世基生醫 - Global Bio & Investment
Published ・ Source Taiwan | 環球生技月刊
A look at the most popular shares and biggest gainers on the emerging-stock market from 2026年11月2日至11月6日: 仁新*, 安成生技 and 仲恩生醫 were the most popular, while 通用幹細胞*, 捷立康 and 世基生醫 were the biggest gainers.
Taiwan stocks weekly TOP 15: 11/02-11/06 (gainers) 保瑞 9.3%, 藥華藥 6.72%, 視陽 4.97% - Global Bio & Investment
Published ・ Source Taiwan | 環球生技月刊
The weekly TOP 15 ranking of gains among Taiwan-listed and OTC stocks from 2026年11月2日至11月6日: 保瑞 ranked first at 9.3%, followed by 藥華藥 and 視陽 in second and third place.
Net buying and selling activity in biotech stocks by the 3 major institutional investors, foreign investors, investment trusts and dealers from 2026年11月2日至6日: 藥華藥 had the largest net buying, while 康霈 had the largest net selling.