Taiwan Ticker Talk

EP37 Taiwan Stock Market Closing Update: Up 367.62 Points, Weighted Index at 23,161.58

On February 5, the Taiwan Stock Exchange Weighted Index (TAIEX) closed at 23,161.58 points, up 367.62 points (+1.61%) from the previous trading day. Trading volume reached NT$349.3 billion, while the OTC Index also performed strongly, rising 1.71% to 250.25 points. Key Stock Movements * TSMC (2330) surged NT$15 to close at NT$1,110, making a significant contribution to the index. * Several stocks, including Asia Optical (3019), hit limit-up, drawing market attention. Market sentiment was notably bullish, with 911 stocks advancing and 119 stocks declining among listed companies. -- Hosting provided by SoundOn [https://www.soundon.fm/]

EP36 Taiwan Stock Market Soars Past 23,000 Points

News reports cover multiple angles: OpenAI plans to develop an AI terminal device to replace smartphones, posing a challenge to companies like MediaTek and Qualcomm; the U.S., Mexico, and Canada have reached an agreement on the fentanyl issue, temporarily halting tariffs; Nissan may reject Honda's acquisition proposal; U.S. stocks rebounded due to easing U.S.-China trade tensions; analysis of the potential impact of Trump imposing a 100% tariff on Taiwan; gold prices hit a record high, base metals rose, and oil prices dipped slightly; profits in the financial sector hit record highs in 2024; and China is implementing countermeasures by imposing additional tariffs on the U.S. -- Hosting provided by SoundOn [https://www.soundon.fm/]

EP35 DeepSeek Shakes Up U.S. Stock Market: Low-Cost AI Model Disrupts Global Industry

Chinese startup DeepSeek has launched a low-cost AI model with performance comparable to that of OpenAI and Google, sending shockwaves through the U.S. tech sector and causing a sharp drop in U.S. stock markets, with NVIDIA's stock price plummeting in particular. The key to DeepSeek's success lies in its highly efficient data analysis methods, which require far fewer chips than its competitors. This has sparked widespread debate about AI development costs and the effectiveness of U.S. chip sanctions. DeepSeek's open-source strategy has further intensified international AI competition, eliciting varied responses from different countries. Meanwhile, the U.S. is assessing the possibility of tightening export control measures. -- Hosting provided by SoundOn [https://www.soundon.fm/]

EP34 Trump's Inaugural Address and Impact Assessment

This report, prepared by Capital Investment Advisory, analyzes Trump's 2025 inaugural address and the potential impact of his policies on the U.S. economy. The report focuses on Trump's trade policies (high tariffs, particularly targeting Mexico, Canada, and China), energy policies (expanding oil production and repealing the Green New Deal), and immigration policies (tightening border controls) and their effects on inflation, the U.S. dollar exchange rate, the job market, and the Federal Reserve’s monetary policy. Using data and models, the report predicts that these policies could lead to rising inflation and a stronger U.S. dollar while also examining the extent and duration of these effects. Finally, the report includes a disclaimer and an investment rating explanation. -- Hosting provided by SoundOn [https://www.soundon.fm/]

EP33 NVIDIA Taiwan Overseas Headquarters: Location and Economic Impact

NVIDIA plans to establish an overseas headquarters in Taiwan, considering factors such as government cooperation, industrial clustering, and transportation convenience. While Taipei City is the primary choice, limited land availability poses a challenge. Given NVIDIA’s close ties with Taiwan’s technology supply chain, experts suggest that this move will strengthen Taiwan’s position in the global AI supply chain, attract more foreign investments, and drive industrial upgrades. Relevant government agencies are actively competing for NVIDIA’s investment, expecting significant economic benefits from this initiative. -- Hosting provided by SoundOn [https://www.soundon.fm/]