TSMC Stock Increase Pushes Up TaiEx|台積電ADR強漲 帶動台股創新高12686點

The Taiwan Stock Exchange has set a new closing record. On Monday,July 27, a 10 percent ADR increase of the Taiwan Semiconductor Manufacturing Company, has helped boost the Taiwan Stock Index by 382 points to reach 12,682, a record high. The index later on settled at 12,600 points after fluctuations.


After an influx of investment and news that tech giant Intel could give sign a contract with TSMC, or the Taiwan Semiconductor Manufacturing Company, the company's stock raised by more than 300 points when opening on Monday, July 27. Benefitting from the raise, the Taiwan Stock Index reached a new high 12,682 points just 15 minutes after the stock market opened. The index later on reached a peak of 12,686, a record high. TSMC's stock price hardened multiple times on Monday and reached NT$424.5, pushing the company's net worth to NT$11 trillion. Meanwhile, the stock for MediaTek, another local semiconductor company, has exceeded NT$700, which also contributed to the overall boost in the stock exchange.

The stock index increase is mostly boosted by the TSMC, as stocks from other companies didn't see much increase, and some have even plummeted. It seems that the TSMC has single-handedly affected the market.

Thanks to the massive influx of foreign investment in Taiwan's semiconductor companies, the total trade volume of Taiwan Stock Exchange's opening on Monday exceeded NT$100 billion within an hour of opening. Another local semiconductor company, MediaTek, also benefited from investment and its net worth reached NT$1.12 trillion, exceeding that of Foxconn and making it the second biggest weighted share on the market. However, stocks for biotechnology companies continue to perform poorly and the sector saw a dip of more than 3 percent.

We are seeing the effect of investment in Taiwanese companies that comes from the U.S. The prices are somewhat similar among wafer manufacturers around the world. And as TSMC's stocks raise, the investors around the world will see the performance of Taiwan's semiconductor companies and this will push up the Taiwan Stock Exchange in the long run.

Analysts have said that, while Taiwan's stock reaches a new high, the market remains highly unstable as a potential second wave of pandemic and the China-U.S. friction continues, and that investors need to be cautious.



資金行情發酵，加上台積電可能接獲英特爾7奈米轉單利多刺激下，台股開盤氣勢如虹，以大漲超過300點開出，短短15分鐘即站上新的里程碑，盤中指數飛越12682點，最高來到12686點，改寫歷史新高紀錄，台積電股價也多次漲停，來到新台幣424.5元，市值攀至11兆元。同時，聯發科股價也突破700元關卡，雙雙帶動台股指數持續上攻。

股市投資人表示：「這個指數，大概只有台積電占的百分比，比較高。其它的漲勢，又沒有那麼多，跌勢比較多，所以似乎是，有單方面在操作台積電的這種股市行情。」

在資金全面進入半導體類股，台股開盤1小時成交量更是超過千億元，台灣IC大廠聯發科也在外資追捧下，以1.12兆元市值超車鴻海，成為台股第二大權值股。不過，生技股表現依舊不佳，指數走跌逾3%。

台新投顧副總經理 黃文清表示：「我們看到美國這邊，釋放出來的資金效應，流到台灣這邊，所帶來的一個資金面的一個資金行情，包括晶圓代工、封測相關的這些半導體，都有一些比價的空間，會在台積電拉高之後，開始大家更重要的是，世界的資金會看到，相關台灣這邊半導體的實力，當然也會推升台股，在長期評價再往上走。」

就在台股創下新高的同時，分析師也提醒，在武漢肺炎二波疫情及美中紛爭等帶來的威脅未完全落幕前，行情仍為震盪趨堅的格局，投資人仍要謹慎。