As market uncertainties resurface, Taiwan's stock market faces downward pressure at the start of June. The stocks targeted by institutions last week are expected to become the focus of the market. During the recent holiday, tensions between the US and China heated up again, leading to declines in Asian and US markets, prompting investment experts to advise a more selective approach in June.

Experts suggest focusing on five key investment themes: benefits from Taiwan dollar appreciation, high dividend yields, graphics cards, networking, and heavy electricity. Notable stocks include Dachen, Rongyun, Wangpin, Chinatrust, Kaifa, Wenyue, Gigabyte, ASUS, ASRock, Zyxel, Meilut, Shengda Technology, Tatung, and Lush Green Energy, with 15 stocks in total being actively bought by institutions. Notably, Chinatrust accumulated over 85,000 shares last week.

Analysts report that the Taiwan stock market is under pressure after the Dragon Boat Festival, with significant shifts in market indices. The prediction remains optimistic as the stock market is expected to test its lower bounds and gradually recover. Institutional investors such as securities firms and banks are entering high-dividend stocks, offering opportunities for high-dividend ETF investments.

Regarding AI server related sectors, networking and graphics card stocks are particularly favored by institutions. Networking companies are focusing on demands from AI data centers by boosting their production of 800G switches and investing in higher-end 1.6T switch developments.