With the recent easing of the US-China tariff tensions and the appreciation of the New Taiwan Dollar bringing capital back, firms are optimistic about the market trends for May. Among them, 16 stocks such as Yongfeng Financial, Inventec, and Taishin have shown high win rates and a price-to-earnings ratio lower than the market average, which could signal a market rebound.

Data from the past decade shows that in May, the Taiwan stock market has an upward probability of 60%, and during the years when April saw declines, May recorded a 100% rise. The S&P 500 in the US also showed a 90% increase in May, indicating that this month generally favors positive financial market performance.

The selected 16 stocks, including Yongfeng Financial, Inventec, and MSI, have an average increase of 0.37% to 8.63% over the past decade in May, with institutional buying exceeding 500 shares weekly. Notably, MSI has benefited from NVIDIA's new products, expecting strong revenue performance for the second quarter.

Chairman Li Fangguo of Unified Investment Advisory notes that the 520 market trend is about to kick off, supported by national security funds, alongside a more flexible capital environment. The chairman of Fubon Investment Advisory also believes that the significant appreciation of the New Taiwan Dollar signals a transition from the tariff battle to currency conflict, with minimal impact expected from semiconductor tariffs.