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Taiwan Stocks Reclaim 40,000 Mark Amid State Fund Intervention

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

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Taiwan stocks surged 1,960 points as the National Stabilization Fund entered the market, though foreign investors continued to sell heavily and increased short positions.

What Happened

State Fund Intervention: Supported by a rebound in U.S. markets and the entry of the National Stabilization Fund, the Taiwan stock market rallied 1,960 points to close at 41,661, reclaiming the 40,000-point threshold.

Foreign Investor Positioning: Despite the market rebound, foreign investors offloaded 90 billion TWD in spot equities and increased their net short positions in index futures to over 100,000 contracts, signaling a defensive stance.

Volume and Momentum: Analysts emphasize that current trading volume remains below 900 billion TWD, which is insufficient for a sustained rally; a recovery to over 1 trillion TWD is necessary to confirm market strength.

Future Risks: Investors are advised to monitor the New Taiwan Dollar exchange rate and potential liquidity risks among AI-related firms, as rising bond yields in the sector could threaten the supply chain.

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