According to UDN, Taiwan-based mutual funds have recorded net buying on 24 consecutive trading days since October 8, accumulating NT$465.62 billion as of today. Among the 14 stocks targeted by mutual funds during this period, MediaTek (2454), ASE Technology (3711), Taiwan Semiconductor Manufacturing Company (2330), and others have received both sustained institutional inflows and foreign brokerage "buy" or "outperform" ratings. Foreign brokerages have set targets including Goldman Sachs at NT$7,100 for MediaTek and NT$2,700 for Nanya Technology, while Bank of America targets NT$3,260 for TSMC. The buying spree reflects institutional confidence amid market volatility, with focus concentrated on AI-related supply chains including semiconductor manufacturing, IC design, and packaging services.
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