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Foreign Investors Dump $2.8B in Taiwan Stocks as Index Plunges 755 Points

Electronic Technology · Semiconductors · economic_daily · 2026-09-11

2308, 2317, 2330, 2454, 2884, 2886, 3711

Taiwan stocks faced a sharp sell-off on Friday, with the index dropping 755 points as foreign investors offloaded nearly $2.8 billion amid global bond market volatility.

What Happened

Market Sell-off: Taiwan's stock market experienced a significant downturn on the 11th, driven by rising U.S. Treasury yields and renewed inflation concerns. The index plummeted nearly 1,000 points intraday before closing down 755.64 points, barely holding above the monthly support line.

Institutional Activity: Institutional investors offloaded a combined NT$112.37 billion, with foreign investors accounting for NT$89.27 billion of the selling pressure. This heavy outflow contributed to the index ending its two-week winning streak, marking a shift in market sentiment.

Sector Performance: Major tech heavyweights, including TSMC and Hon Hai, faced broad-based selling, significantly dragging down the benchmark index. While the financial and shipping sectors provided some defensive support, they were insufficient to offset the weakness in the technology sector.

Outlook: With the market structure showing signs of fragility and a high number of declining stocks, investors are closely monitoring foreign capital flows. The ability of the index to stabilize above the monthly moving average remains the key focus for the coming sessions.

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