IC design, PCB theme burning

2025/07/09

United News Network
June 24, 2025
Author Economic Daily Reporter Lu Hongqi/Taipei Report

The Taiwan stock market recovered 22,000 points yesterday (24th) as risk aversion cooled down. The theme stocks on the market showed positive attitudes. Guangyu (2328), Xinhua and other IC design and printed circuit board (PCB) two major electronic sub-groups were strong, attracting buying orders to chase prices. Institutional investors expect that there will still be high points in the future market. It is recommended to enter the layout when the shock is suppressed.

Iran's symbolic attack on the US military base in the Middle East has reduced the risk of escalation of military conflicts between the two sides. In addition, the dovish remarks released by the Federal Reserve (Fed) officials have encouraged all four major US stock indexes to close higher. The Taiwan stock market recovered the 5-day, 10-day, monthly, and half-year lines yesterday with strong foreign investment of 29.1 billion yuan.

Funds on the market took turns to ignite, and the proportion of rising stocks reached 83.7%. Among them, the IC design and PCB groups showed relatively uniform trends, including strong index stocks such as Guangyu, Anguo, Dingying Investment Holding, Xinhua, M31, Shield, Genesys, Creative, Taiyao, Nandian, Golden Image Electronics, and Hi-Tech, with daily increases ranging from 3.8% to 9.9%.

At the end of June, Shield Group, which used to have a quarterly accounting trend that could usually continue to the first half of the next quarter, was strongly lifted by Anguo yesterday and closed at 111 yuan with volume. Since the low point of the stock market crash in April, the increase has exceeded 80%. Another Shield is said to have developed artificial intelligence (AI) smart sensors, which will be finalized in the near future. The stock price rose by 6.3%.

Guangyu, a subsidiary of Hon Hai Group, announced that it will enter the field of robot harnesses through the acquisition of European robot motor companies. Yesterday morning trading, it hit the daily limit and closed at 43.7 yuan, overcoming the upper half-year line pressure, and led the AI PCB stocks such as Jinxiang Electronics and Taiyao, which were adopted by legal persons, to turn strong, ready to challenge the previous high point.

Looking forward to the future market, large domestic investment consultants analyzed that as long as the tension in the Middle East does not lead to an uncontrollable situation, the negative news will soon fade, and then the market will return to fundamentals. The Taiwan stock market jumped higher yesterday, leaving a multi-party gap. The daily KD indicator attempted to re-cross near 50, but the weekly KD was overbought and blunted. Avoid chasing highs and adopt short-term flexible responses.

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