Goldman Sachs upgraded the Taiwan stock market to overweight, citing confidence that AI-related investment will sustain strong earnings growth for tech hardware through 2028 and beyond. It raised its target for the Taiwan Weighted Index (TAIEX) to 51,000, but flagged tactical risks remain.

2026-06-03

Goldman Sachs upgraded the Taiwan stock market to overweight, citing confidence that AI-related investment will sustain strong earnings growth for tech hardware through 2028 and beyond. It raised its target for the Taiwan Weighted Index (TAIEX) to 51,000, but flagged tactical risks remain.