US Stocks Hit Record Highs; Taiwan Futures Rise; Analysts Focus on COMPUTEX

The four major US stock indices hit record highs on the 1st, and Taiwan index futures rose 505 points in after-hours trading, with TSMC ADR up 4.11%. Analysts point out that the market is focusing on the opening of COMPUTEX and the subsequent effects of GTC Taipei, with AI servers, memory, robotics, and AI PC stocks expected to maintain their heat. However, as the Taiwan stock index is at a high level, investors should be wary of short-term profit-taking. NVIDIA CEO Jensen Huang stated at his GTC Taipei keynote on the 1st that the AI industry has entered the era of "AI Agents" and announced the full-scale production of the next-generation Vera Rubin platform, specifically designed for AI agents. He also announced collaborations with MediaTek, TSMC, and Microsoft to launch a new generation of AI PC platforms. Institutional investors believe these messages will help sustain market interest in AI servers, AI PCs, robotics, and the semiconductor supply chain. US President Donald Trump claimed earlier that peace talks between the US and Iran are proceeding rapidly, and combined with the reignited AI boom, the four major US indices hit record highs on the 1st. The Dow Jones Industrial Average rose 46.42 points (0.09%) to 51,078.88; the S&P 500 rose 19.90 points (0.26%) to 7,599.96; the Nasdaq rose 114.19 points (0.42%) to 27,086.81; and the Philadelphia Semiconductor Index rose 136.27 points (1.06%) to 12,965.65. NVIDIA shares surged 6.26% to $224.36, and TSMC ADR rose 4.11% to $435.63. The Taiwan stock market rose 604.97 points on the 1st, closing at 45,337.91, with a turnover of NT$1.611 trillion.