Recently, the Taiwan stock market has been attempting to stabilize amid reduced trading volume, with investors remaining cautious. However, following reports that US-China trade tensions may ease, the Taiwan stock surged by 845 points on April 23. This issue outlines four categories of beneficiary stocks anticipated to benefit from the upcoming 90-day cargo rush, along with high dividend yield stocks that institutions have been increasing their stake in.

Initially, the stock index saw a sharp drop to 17,306 points in early April, only to rebound. However, due to a decrease in transaction volume, the momentum seems weak. The US dollar index is relatively weak, and the New Taiwan dollar has strengthened to 32.4, with foreign capital yet to return. The Taiwan stock index is struggling to stay above the 19,000 mark under the protection of the National Security Fund and ongoing short-selling restrictions.

After Trump announced the reciprocal tariffs on April 2, both the stock and bond markets fell, but investor sentiment improved as the implementation of the tariffs was delayed by 90 days, reducing the rate to 10%. Amid uncertain negotiation progress, businesses worldwide have begun stockpiling to mitigate the impact of future tariffs. Taiwan’s exports in March reached a record high of 49.5 billion USD.

Additionally, Trump announced an exemption list on April 11, but this exemption is temporary, and tariffs may be reapplied in the future. Firms are thus compelled to stock up during this grace period. Memory stocks are seen as particularly advantageous during this time.

According to TrendForce's forecasts, with production cuts and AI server demands driving prices, DRAM prices are anticipated to rebound in Q2. However, the sustainability of such price increases will depend on the ultimate direction of tariff policies.