Anthropic IPO News Boosts AI Stocks as Taiwan Market Dives
TechNews reported that Taiwan’s weighted index fell 1.81% to 46,041 points, while foreign investors sold NT$8.04 billion and local investment trusts bought NT$23.6 billion. It attributed an overnight rebound in AI-related trading to reports that Anthropic had submitted an IPO application, noting that the Philadelphia Semiconductor Index rose 3.60% and TSMC’s ADR gained 1.40%. The report also said foreign investors bought more than NT$12.5 billion of Nanya Technology, Powerchip Semiconductor and Winbond shares, while unconfirmed market speculation claimed TSMC might raise CoWoS prices by as much as 20%.
The report shows investors linking an Anthropic IPO filing to stronger AI semiconductor sentiment, but it does not independently verify the filing, the proposed CoWoS pricing change or their implications for company fundamentals.
台股 27 日上演高達 909 點的劇烈震盪，加權指數終場下挫 1.81% 收在 46,041 點。籌碼面呈現極端的土洋對作，外資加速離場賣超 80.4 億元，本土投信則連 11 日買超、單日狂砸 236 億元死守四萬六千點大關。隔夜美股迎來重大催化劑，受 Anthropic 遞交 IPO 申請激勵，AI 交易全面回暖，帶動費城半導體指數狂飆 3.60%，台積電 ADR 亦穩步上揚 1.40%。在美股科技股強勢表態的帶動下，今日台股開盤多頭氣氛轉佳，預期將由 AI 供應鏈領軍上演跳空反彈行情。
#Anthropic#TSMC#Nanya Technology#Powerchip Semiconductor#Winbond#ASE Technology Holding