US-Iran Talks Stall; Institutions Say Progress Will Affect Oil Prices and Global Stock Performance
As Taiwan's stock market hit a record high, institutional investors warn that stalled US-Iran talks over nuclear programs could disrupt the Strait of Hormuz, impacting oil prices and global tech stocks, including TSMC and NVIDIA.
📋 Article Processing Timeline
- 📰 Published: April 12, 2026 at 12:44
- 🔍 Collected: April 12, 2026 at 16:29 (3h 45m after Published)
- 🤖 AI Analyzed: April 20, 2026 at 01:24 (176h 55m after Collected)
Futures institutional investors analyzed that funds obviously flowed back into the Taiwan stock market last week, with trading volume expanding relatively. On the 10th, the weighted index hit a record closing high of 35,417.83 points, surging 556.67 points, with both price and volume rising. This indicates the emergence of a sustainable trend of buying, with large funds and foreign capital stepping back onto the buying side.
Institutions pointed out that whether Taiwanese stocks can challenge new record highs this week largely depends on the US-Iran negotiations yielding positive results. Specifically, whether normal passage through the Strait of Hormuz can be maintained will drive international oil prices and global stock market trends.
Foreign media reported that US Vice Presidential candidate JD Vance noted today after historic peace talks in Islamabad, Pakistan, that the two sides had not reached an agreement, primarily because Iran refused to abandon its nuclear program. He stated that the US delegation was preparing to leave Pakistan.
Iran's state television reported today that the Islamic Revolutionary Guard Corps warned it would take "severe" action against any military vessels attempting to pass through the Strait of Hormuz. The US Central Command had previously announced that two US Navy warships had passed through this strategic waterway to execute a mine-clearing mission.
The market is highly focused on the progress of the US-Iran talks. US stocks saw mixed results on the 10th: the Dow Jones Industrial Average fell 269.23 points or 0.56% to close at 47,916.57; the S&P 500 dropped 7.77 points or 0.11% to close at 6,816.89.
The Nasdaq index rose 80.47 points or 0.35% to close at 22,902.89; the Philadelphia Semiconductor Index jumped 200.295 points or 2.31% to close at 8,889.828.
AI chip giant NVIDIA rose 2.55% to close at $188.63; TSMC's American Depositary Receipts (ADR) climbed 1.4% to close at $370.6.
Taiwan index futures fluctuated in the night session, closing up 20 points at 35,589 points; TSMC futures in the night session fell 10 points to close at 2,000 points.
In terms of net positions in Taiwan index futures, the net short position of the three major institutional investors increased by 2,104 contracts on the 10th to 152 contracts; among them, foreign capital's net short position increased by 1,004 contracts to 34,403 contracts.
Taiwan stocks surged 2,845.4 points or 8.74% last week. According to Taiwan Stock Exchange statistics, the total market capitalization of all listed companies rose to NT$115.5589 trillion last week, a massive increase of about NT$9.26 trillion from the previous week.
Institutions pointed out that whether Taiwanese stocks can challenge new record highs this week largely depends on the US-Iran negotiations yielding positive results. Specifically, whether normal passage through the Strait of Hormuz can be maintained will drive international oil prices and global stock market trends.
Foreign media reported that US Vice Presidential candidate JD Vance noted today after historic peace talks in Islamabad, Pakistan, that the two sides had not reached an agreement, primarily because Iran refused to abandon its nuclear program. He stated that the US delegation was preparing to leave Pakistan.
Iran's state television reported today that the Islamic Revolutionary Guard Corps warned it would take "severe" action against any military vessels attempting to pass through the Strait of Hormuz. The US Central Command had previously announced that two US Navy warships had passed through this strategic waterway to execute a mine-clearing mission.
The market is highly focused on the progress of the US-Iran talks. US stocks saw mixed results on the 10th: the Dow Jones Industrial Average fell 269.23 points or 0.56% to close at 47,916.57; the S&P 500 dropped 7.77 points or 0.11% to close at 6,816.89.
The Nasdaq index rose 80.47 points or 0.35% to close at 22,902.89; the Philadelphia Semiconductor Index jumped 200.295 points or 2.31% to close at 8,889.828.
AI chip giant NVIDIA rose 2.55% to close at $188.63; TSMC's American Depositary Receipts (ADR) climbed 1.4% to close at $370.6.
Taiwan index futures fluctuated in the night session, closing up 20 points at 35,589 points; TSMC futures in the night session fell 10 points to close at 2,000 points.
In terms of net positions in Taiwan index futures, the net short position of the three major institutional investors increased by 2,104 contracts on the 10th to 152 contracts; among them, foreign capital's net short position increased by 1,004 contracts to 34,403 contracts.
Taiwan stocks surged 2,845.4 points or 8.74% last week. According to Taiwan Stock Exchange statistics, the total market capitalization of all listed companies rose to NT$115.5589 trillion last week, a massive increase of about NT$9.26 trillion from the previous week.