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October 26 Market Brief: Five Key Financial Stories to Watch
Electronic Technology · Electronic Components · economic_daily · 2026-10-25
Get up to speed on today's top financial news, including institutional stock picks, upcoming tech earnings, record-high AUM, Apple's supply chain updates, and surging air freight rates.
What Happened
Institutional Stock Picks: Amid recent market volatility, analysts recommend focusing on stocks with strong fundamentals, technicals, and institutional backing. Companies like Taiflex, ITEQ, and Apex are currently seeing significant accumulation from major institutional investors.
Tech Earnings Week: The market is bracing for a critical 48-hour window as tech giants including Microsoft, Alphabet, Amazon, and SK Hynix report quarterly results. Investors are closely monitoring capital expenditure trends and capacity constraints within the AI and semiconductor sectors.
Record Asset Management Growth: Taiwan's financial sector has seen assets under management surge by over 10 trillion TWD in the first nine months of the year, nearing a 50 trillion TWD milestone. This growth is largely driven by the robust performance of the local stock market and the popularity of new ETF products.
Supply Chain and Logistics: Apple has reportedly requested a 30% increase in orders for its new foldable iPhone to meet high consumer demand, benefiting suppliers like Foxconn and TSMC. Meanwhile, the AI boom has triggered a surge in air freight demand, pushing cargo rates up by over 10% with further increases expected.
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