The MSCI quarterly adjustment came into effect after the market closed on May 29, causing significant fluctuations in the Taiwan stock market, which ultimately fell by 10.42 points to close at 21,347.3 points. The Taiwan futures rose by 70 points to settle at 21,320 points, and the futures-spot price spread showed a negative difference of 27.3 points. Following the ongoing legal tussle regarding U.S. tariffs, Taiwan futures plunged 257 points in after-hours trading, ending at 21,060 points, impacting major Asian stocks and the U.S. indices.

In terms of net positions, the three major institutions increased their net short positions to 3,995 contracts, with foreign investors' net short positions rising to 47,014 contracts. On the options front, the maximum open interest for weekly call options was at 22,000 points, while the maximum open interest for put options was at 20,000 points; the overall put/call ratio fell from 0.96 to 0.92. Overall, the options market sentiment appears bearish.

According to Yongfeng Futures, NVIDIA's earnings report exceeded market expectations, with a year-over-year growth of 73% in data centers. However, the ongoing uncertainty regarding the U.S.–China trade war calls for caution among investors regarding market dynamics.