--- title: "Significant changes in capital flow in the Taiwan stock market, with confidence in the technology and aviation industries rebounding" type: "News" locale: "en" url: "https://longbridge.com/en/news/291020822.md" description: "The capital flow in the Taiwan stock market has significantly changed, with confidence in the technology and aviation industries rebounding. The Fuhwa Taiwan Technology High Dividend ETF has adjusted its constituent stocks, reflecting the attractiveness of high dividends; Evergreen Marine's new routes are fully booked, indicating strong demand; stocks like Jingji and Nandian have risen against the trend due to foreign investment favoring AI and telecommunications demand. Meta is developing new applications targeting the youth market. International oil prices have rebounded due to geopolitical factors. Overall, this indicates the innovative potential and market attention in the technology and communications sector" datetime: "2026-06-27T02:50:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291020822.md) - [en](https://longbridge.com/en/news/291020822.md) - [zh-HK](https://longbridge.com/zh-HK/news/291020822.md) --- # Significant changes in capital flow in the Taiwan stock market, with confidence in the technology and aviation industries rebounding ### Changes in Capital Flow in Taiwan Stock Market Show Strong Development in Technology and Aviation Industries, Boosting Market Confidence The stock adjustment of Fuhua Taiwan Technology High Dividend ( 00929-TW) indicates a significant change in market capital flow, with Taiwan Semiconductor Manufacturing Company ( 2330-TW) and MediaTek ( 2454-TW) being removed, replaced by Hon Hai ( 2317-TW) and Quanta Computer ( 2382-TW). At the same time, the three major telecom companies have all been included, reflecting the attractiveness of high dividends \[1\]. EVA Air ( 2618-TW) has launched a direct flight route from Washington to Taoyuan, showing an optimistic outlook for Taiwan-U.S. trade and tourism, with the inaugural flight fully booked, indicating strong market demand \[2\]. These dynamics not only reflect investors' confidence in AI-related companies but also highlight the important role of the aviation industry in promoting international exchanges, which will continue to attract capital inflows in the future. The growth in demand for optical communication and networking has led to a successful breakthrough of 200 TWD in the stock price of Chipbond Technology ( 3042-TW), driven by foreign capital buying, and it has returned to the 5-day moving average with trading volume surging to 33,000 shares, demonstrating market confidence in its future revenue growth. The latest self-reported data shows an 82.9% year-on-year revenue increase for 2026 \[3\]. Meanwhile, Meta ( META-US) is actively developing a market application called Arena aimed at young demographics, intending to attract at least 100 million active users per month. This strategy reflects the tech giant's emphasis on the youth market and may change future market interaction patterns, although regulatory risks still need to be monitored \[4\]. Overall, these dynamics indicate ongoing innovation and market potential in the technology and communications sectors, warranting close attention from investors Despite the significant decline in Taiwan's stock market due to interest rate hikes, major IC substrate manufacturer Nan Ya PCB ( 8046-TW) saw a counter-trend increase, with a weekly gain of 28.72%, indicating its strong pricing potential amid robust demand for AI servers \[5\]. Foreign investors have raised their target price for Nan Ya PCB and are buying in aggressively, reflecting market confidence in its future performance. On the other hand, international oil prices rebounded after three consecutive weeks of decline due to U.S. military retaliatory strikes against Iran, with WTI futures rising to $70.24 per barrel, indicating that geopolitical risks continue to affect market sentiment \[6\]. Analysts point out that oil price fluctuations will continue to be driven by news events, and the market needs to closely monitor related developments. Under continued positive outlooks from institutions, MSI ( 2377-TW) faces challenges from memory shortages and rising prices, yet still demonstrates stable performance support, particularly in the gross margin of high-performance computing products. The company plans to aggressively target the AI server market in the second half of the year and expand its production capacity \[7\]. Meanwhile, Apple ( AAPL-US) has encountered a cybersecurity incident in its supply chain, with Tata Electronics experiencing a leak of 630GB of confidential data. Although it did not involve core secrets, it highlights the vulnerability of supply chain security, which may affect Apple's confidence in its expansion in India \[8\]. Overall, market attention towards technology stocks continues to rise, especially in the context of concurrent AI and cybersecurity risks, prompting investors to carefully assess related risks and opportunities. Swiss watch group Swatch (UHR-CH) has filed a $170 million trademark infringement lawsuit against Samsung Electronics (005930-KS), which will have significant implications for its parallel litigation in the U.S., highlighting the importance of brand protection in the smartwatch market \[9\]. At the same time, the U.S. government has relaxed restrictions on the use of AI models by Anthropic, allowing over 100 companies to access its Claude Mythos 5. This policy change not only alleviates tensions with the government but also paves the way for an upcoming initial public offering (IPO), with a valuation exceeding $900 billion \[10\] These dynamics reflect the intertwined effects of technology and traditional industries in the current market environment, highlighting the delicate balance companies must maintain between innovation and brand protection. SpaceX (SPCX-US) will be included in the Nasdaq 100 Index on July 7, which is expected to bring in approximately $4.3 billion in passive fund inflows. This change reflects the growing market demand for large IPOs, although some fund managers still have doubts about its valuation \[11\]. Meanwhile, Oracle (ORCL-US) is facing its worst week in 25 years, with its stock price plummeting 19%, primarily due to increasing market concerns over its debt and the return on AI investments. The total debt amounts to $130 billion, and it plans to raise $40 billion through financing in the 2027 fiscal year \[12\]. The market performance of these two companies presents a stark contrast, indicating a divergence in liquidity and market confidence among tech stocks. Investors will need to closely monitor the financial health and market dynamics of these companies in the future. 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