Taiwan Stock Market Preview: Will a Surge in US Stocks Lead to a Rebound for Taiwan Stocks?

With US stocks soaring by 740 points on Tuesday (27th), it is expected that Taiwan stocks will open today (28th) and break free from the recent weak trend, presenting an opportunity for a rebound. The rise in US stocks is attributed to a rebound in consumer confidence and President Trump's decision to delay imposing high tariffs on EU goods, which has gradually boosted market confidence.
In after-hours trading, the Taiwan Futures Index rose by 183 points, and TSMC futures jumped by 15 NT dollars, indicating that Taiwan stocks may reverse the downtrend. Although the three major institutional investors collectively sold NT$18.7 billion yesterday, with foreign institutions selling NT$10.27 billion and futures short positions continuing to increase to 43,500 contracts, the market still anticipates Taiwan stocks could rebound by leveraging the strength of international markets.
Investors should continue to monitor the performance of key stocks such as TSMC and MediaTek, especially regarding the recovery momentum in the semiconductor and AI-related sectors. However, after a short-term recovery in sentiment, it is essential to keep an eye on international political and economic variables, adopting a range-bound strategy, and positioning in fundamentally stable stocks to cope with market volatility.