Taiwan AI hardware stocks diverge after heavy foreign selling
科技新报 reports that Taiwan’s stock market fell 667 points and lost its quarterly trendline as foreign investors sold NT$68.8 billion worth of shares. It says semiconductors, AI-endpoint stocks and PCB names were sold while capital shifted toward biotechnology, healthcare and selected memory, CCL and silicon-intelligence stocks. TSMC’s ADR rose 0.60% despite weakness in US AI technology stocks, with the report identifying the next session’s quarterly-line recovery as the key market question.
The report documents a sharp rotation away from AI-linked semiconductor and endpoint stocks, offering investors a market-based view of weakening risk appetite and selective resilience across Taiwan’s technology supply chain.
29 日台股重挫 667 點失守季線，外資狂砍 688 億。隔夜美科技股受挫，費半跌 1.42%，然台積電 ADR 逆勢漲 0.60%。今日開盤核心懸念為大盤能否抵禦賣壓並迅速收復季線。
盤前國際訊號
美股AI科技股領跌反映避險情緒升溫。然美十年債殖利率降破5%大關至4.99%，伴隨美元微幅走弱，降息預期升溫為全球宏觀資金面提供實質緩衝。台積電ADR於承壓環境中逆勢收紅，將為今日台股開盤挹注關鍵的抗跌韌性。
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