1.89 million shareholders are thrilled! Benefiting from the strong performance of TSMC ADR, TSMC (2330) saw its stock price soar nearly 4% during early trading today. Many netizens on PTT exclaimed, "Not asking for a halt, just hoping it keeps rising." Experts suggest that investors should maintain a bullish outlook but also keep some funds available to cope with possible fluctuations ahead.

With TSMC ADR performing well, TSMC opened today at 938 TWD, hitting a peak of 940 TWD during the session, up by 30 TWD or 3.52%. The excellent earnings reports from tech giants Microsoft and Meta eased market concerns about AI spending, which boosted U.S. stocks and further propelled TSMC's share prices.

Cai Ming-han from Cathay Securities explained that TSMC's first-quarter performance exceeded market expectations, supported by strong AI demand driving its stock price to recover significantly. However, there are still concerns regarding the possible restart of tariff policies under Trump, which creates market noise.

Long-term, Cai believes that TSMC's demand fundamentals remain unchanged and have room for further growth, but concerns about tariff imposition on semiconductor chips could pose significant impacts on TSMC and the entire industry chain. He advises investors to maintain a bullish perspective while reserving some capital for any corrections that may arise from tariff news, allowing them to capitalize on buying opportunities.