According to reports from Taipei, unpredictable policies from Trump have led investors to sell off American assets, causing U.S. stock markets to lag behind other regions globally in the first 16 weeks of this year. Analysts explain that Trump's tariff policies have heightened inflation expectations in the U.S., shifting some momentum towards European markets. However, the recent strong rebound in U.S. stocks has also buoyed Taiwan's market, although caution is still urged due to ongoing uncertainties.

Reporters note that Taiwan's stock market opened strongly on Monday, climbing back above 20,000 points during early trading, with gains of over 200 points. TSMC led the charge with an opening price of 898 TWD, increasing by 10 TWD. The Vice President of an investment advisory firm stated, "The main reason for this is that the U.S. market rebounded for the fourth consecutive day on Friday, combined with the strong performance of TSMC and the electronic futures market. Observing the environment surrounding semiconductor tariffs, a wait-and-see attitude prevails in the market."

Despite optimistic short-term expectations, long-term views remain cautious, as U.S. stocks have recently benefitted from technology sector earnings reports that have instilled confidence. The MSCI U.S. Index, a significant benchmark for investors and analysts, has dropped 11% in the first 16 weeks of the year, influencing future outlooks. Analysts warn investors to remain vigilant despite the recent upward trend, particularly because U.S. tariff policies entail several variables.