【台股早盤】台積電股東會「發放7元」網友嗨早點退休？魏哲家：不只營收創新高 台積電股價成長「也令人驚豔」

*This program has no improper financial relationship with the stocks recommended by analysts. The information is for reference only. Investors should make independent judgments, conduct prudent assessments, and bear their own investment risks. 🌍 🌎 🌏 *00:00 TSMC Shareholder Meeting Outlook: AI Craze Drives Record High Operations* TSMC held its annual shareholders' meeting, where senior management released an exciting operational outlook regarding global manufacturing expansion and sustainability goals. Benefiting from strong computing demand driven by generative AI, TSMC's advanced process capacity is fully utilized, and full-year USD revenue is expected to grow strongly by more than 30%. Despite uncertainties related to geopolitics and rising raw material prices, the company remains confident in its continued outperformance compared to the industry average and is committed to focusing on technological leadership to maximize shareholder value. *07:02 Taiwan Stock Market Analysis: Middle East Situation and Index Interaction* As TSMC's stock price reached a record high during trading, the overall market trend was simultaneously affected by Middle East geopolitical tensions and concerns about a potential blockade of the Strait of Hormuz. Senior analysts point out that the Taiwan stock market is currently heavily influenced by the South Korean stock market, and investors should closely monitor the strength of the South Korean KOSPI index. As long as the South Korean stock market does not experience a significant pullback and holds its support level, the overall bullish momentum in the Taiwan stock market will continue, and investors do not need to panic excessively and reduce their positions for the time being. *08:59 Major Funds Shift: Low-Priced Copper Stocks and Turnaround Themes Surge* A clear shift in funds has occurred in the market, with major funds heavily investing in non-electronic low-priced copper stocks with turnaround themes. Many traditional industries, such as adhesive manufacturer Deyuan, have seen significant buying interest after announcing its transformation into AI server backup batteries and specialty materials, leading to strong gains in many stocks. Experts suggest that when selecting such high-potential turnaround stocks, investors should focus on those that have broken out of long-term consolidation ranges and exhibit "new highs with decreasing volume" (such as Heyi and Changhua), which allows for more stable operations in a bullish market. *12:55 Traditional Industries Launch a Major Counterattack: Chemicals and Specialty Materials Benefit from Rising Oil Prices* Driven by rising international oil prices and geopolitical tensions pushing up fertilizer prices, funds have further fueled the chemical and fiber sectors, with traditional industry stocks such as Ho Tung, Chung Fiber, and Dong-Alkali showing strong upward momentum. For stocks experiencing selling pressure or high-volume volatility after consecutive limit-up days (such as Shin Kong Fiber), analysts advise against blindly chasing highs. They suggest waiting for the stock price to retrace to key cost levels and for the shares to consolidate before looking for a suitable entry point. Furthermore, specialty chemical manufacturers like CommScope, which have entered the AI ​​supply chain and battery concepts, have already formed a bullish retracement and upward trend, making them positive targets worth continued monitoring by investors. [EBC ETtoday 24-Hour Live Broadcast] Click here:    • 【看盤不中斷】EBC東森財經股市24小時直播｜Taiwan EBC Financia...   Uninterrupted market monitoring! Like and share with friends and family who want to learn about investment and financial management! 🔔Don't forget to turn on notifications🔔