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The Taiwan Weighted Index closed up 604.97 points, or 1.35%, at 45,337.91 on Monday, June 1, setting a new record closing high.

2026-06-01

The Taiwan Weighted Index closed up 604.97 points, or 1.35%, at 45,337.91 on Monday, June 1, setting a new record closing high.

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2026-05-31

Guojin Securities says the A-share market oscillated at highs this week; previously lagging coal, power and consumer sectors staged a clear rebound. In the current AI capex-driven rally, changes on the numerator side—sector and company profit dynamic

Guojin Securities says the A-share market oscillated at highs this week; previously lagging coal, power and consumer sectors staged a clear rebound. In the current AI capex-driven rally, changes on the numerator side—sector and company profit dynamics—are the key drivers of market rotation rather than denominator-side liquidity. Example: the electronics sector saw last quarter turnover concentration at historical highs and its profit share of All-A returned to peak levels; its marginal contribution to 2026Q1 All-A profit growth reached about 15%, making concentrated trading a rational response to marginal signals. Looking ahead, with global financial asset expansion possibly already turning, market rotation will be driven by numerator changes not denominator changes. Implications: 1) tech subsectors lacking cyclical profit-growth support are unlikely rotation targets; 2) for traditional sectors, improving profit expectations remain the basis for a bottoming and recovery.
2026-06-01

NVIDIA (NVDA.O): Foxconn is piloting NemoClaw to support its Nurabot and CoDoctor platforms.

NVIDIA (NVDA.O): Foxconn is piloting NemoClaw to support its Nurabot and CoDoctor platforms.
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