PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: OUE Ltd (OUE SP) H1 (SGD) loss 114.6mln (prev. net 35.6mln Y/Y), rev. 308.3mln (prev. 292.8mln Y/Y)
Newsquawk ·
TAIWAN ASE Technology (3711 TT) - Co. will subscribe to 809.7mln newly issued shares in unit Siliconware Precision Industries for TWD 16.2bln, with the shares priced at TWD 20 each. (Newswires) Fubon Financial (2881 TT) - Co. booked a consolidated after-tax loss attributable to owners of TWD 1.76bln in July, while seven-month after-tax profit was TWD 95.58bln. (Newswires) Wistron (3231 TT) - Co.'s subsidiary Wiwynn Smart Manufacturing approved the acquisition of business-use equipment from Panasonic Industrial Devices Sales for TWD 1.07bln. (Newswires) Tech – Nasdaq 100 was choppy on Friday but marginally rebounded to start the new trading week. Other News Taiwan’s parliament approved the government's 2026 budget after a record delay, including spending on a key drone programme aimed at strengthening the island's defences. (Newswires) Taiwan’s DGBAS raised its 2026 GDP growth forecast to 11.05%, a 39-year high, from its previous estimate by 1.41ppts, citing robust global demand for AI
AI 시장 분석
The Taiwanese government has revised its 2026 GDP growth forecast upward to a 39-year high of 11.05%, driven by robust global AI demand. Additionally, parliament passed the 2026 budget, finalizing defense expenditures including drone programs. This macroeconomic growth outlook is expected to provide positive investment sentiment for related technology and defense industries.
상승 영향
- Semiconductors — Taiwan's 2026 GDP growth forecast has been revised upward to 11.05% driven by AI demand, raising expectations for earnings growth among semiconductor and related component companies.
- Defense — Taiwan's parliament has approved the 2026 budget including core drone program funds for defense strengthening, which is expected to expand orders for defense-related companies.
DYAX 전담 분석
Taiwan's DGBAS upward revision of the 2026 GDP growth rate to 11.05% indicates an increasing contribution to earnings improvement by semiconductor and related hardware companies due to the expansion of global demand centered on the AI sector. Furthermore, the approval of the drone defense budget by Taiwan's parliament is expected to lead to direct benefits for the defense sector amid geopolitical tensions.
The sustainability of future AI demand and the execution speed of the defense budget are key watchpoints. In a bullish scenario, a simultaneous rise in tech and defense stocks is anticipated, whereas caution is warranted regarding increased volatility in the event of global supply chain disruptions.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 50% · Bearish (Short) 50%
570 participants
Related News
- AI Money Moves Put These Five Stocks In Spotlight Last Week: NVDA, INTC, ORCL, AMD, SNDK
- GOOGL Is Already Borrowing Billions For AI – Now It’s Reportedly Eyeing Australia’s Bond Market
- 알리바바, AI 집중 강화로 게임 부문 15억 달러에 매각 추진
- JP모건 다이먼 CEO, 영국에 은행세 인상 경고 (FT 보도)
- Alibaba (9988 HK) is to sell gaming arm for USD 1.5bln in boost to AI pivot, according to Bloomberg
- PRE-MARKET CHINESE STOCKS NEWS: Alibaba's Qwen reached more than 3bln global downloads during the last six months; Chinese activity data is scheduled today at a revised time of 15:00 local time (08:00BST/03:00EDT)
