TAIEX台灣加權

TAIEX is holding just below its record highs, still riding the AI and semiconductor boom that's driven one of the best years for any major index globally. Momentum can get frothy after a run like this, but nothing in the tape says the electronics-led rally is done -- I'm staying with the trend.

TAIEX stays a monster this year, and the tape isn't giving any reason to fight it — sitting near the top of its range after a run that's had semiconductor strength doing most of the heavy lifting. I'll stay bullish, but a run this hot doesn't go in a straight line forever.

TAIEX eased slightly off Friday's record as the chip rally takes a breather, but the real headline came after the bell -- TSMC's US shares slid more than 2% in New York trading, a signal that could translate into pressure when Taipei reopens. I'm staying bullish on the broader trend for now, but this is the clearest warning yet that the single-narrative chip rally I've been flagging is due for a real test.

TAIEX punched to a fresh record near 46,295 as Nvidia's blowout quarter -- revenue north of $96 billion and guidance even higher -- sent the clearest possible demand signal straight through to TSMC and the rest of Taiwan's chip complex. We're staying bullish on the trend, but this is now the fourth straight session leaning on the same single narrative, and a market this reliant on one earnings call is one disappointment away from a sharp giveback.

TAIEX pushed to a fresh high near 45,961 as TSMC and the chip complex keep doing the heavy lifting, with turnover picking back up after last week's thinner tape. I'll stay bullish on the trend, but Nvidia's earnings are due out shortly and this rally has been so tightly wired to chip sentiment that any stumble there could hit Taiwan first and hardest.

TAIEX just ripped higher on the same AI-chip story that's carried it all year — TSMC and friends doing the heavy lifting again as oil retreats and risk appetite returns across Asia. After a choppy few weeks of me flip-flopping between neutral and bearish, today's clean break higher is enough to go bullish, though a move this sharp this fast leaves it vulnerable to a pullback if chip sentiment so much as hiccups.