NVIDIA Boosts Taiwan Stocks, Taiex Recaptures 41300 Mark with 1347-Point Surge, 5th Largest in History
Boosted by NVIDIA's excellent earnings report, Taiwan stocks staged a revenge rebound on the 21st. Led by large-cap stocks and passive component shares, the Taiex once surged over 1,500 points intraday, closing at 41368.21, up 1347.39 points—the fifth-largest single-day point gain in history. Turnover reached NT$1.12 trillion. Li Fang-kuo, Chairman of Uni-President Investment Trust, analyzed that the rally is supported by strong economic fundamentals and expects the bull run to continue, driven by catalysts like COMPUTEX.
📋 Article Processing Timeline
- 📰 Published: May 21, 2026 at 15:25
- 🔍 Collected: May 21, 2026 at 15:31 (6 min after Published)
- 🤖 AI Analyzed: May 21, 2026 at 15:53 (21 min after Collected)
Driven by NVIDIA's outstanding financial report, which boosted the performance of tech stocks, the Taiwanese stock market staged a revenge rebound today. Ignited by large-cap stocks and the passive components sector, the index once surged by 1586.09 points, marking the third-largest intraday point gain. The market closed at 41368.21 points, an increase of 1347.39 points, which is the fifth-largest closing point gain in the history of Taiwan's stock market. The gain was 3.37%, with a turnover of NT$1.12931 trillion.
The Electronics Index rose by 3.87% today, and the Semiconductor Index climbed 3.22%. The TPEx Index, which represents small and medium-sized enterprises, increased by 3.38%. Among traditional industry sectors, the Cable and Plastics indices showed stronger performance, closing up 5.02% and 4.58%, respectively.
Among large-cap electronics stocks, TSMC closed at NT$2230, up NT$45 or 2.06%; Delta Electronics closed at NT$2030, up 6.01%; MediaTek hit its limit-up price of NT$3550; and Hon Hai rose 3.12% to close at NT$247.5.
The passive components sector saw a renewed price hike trend, with Yageo, Walsin Technology, Holy Stone, and Prosperity Dielectrics all hitting their limit-up prices, closing at NT$572, NT$266, NT$433.5, and NT$175, respectively.
Several active ETFs (Exchange Traded Funds) attracted significant capital. The UBOTC Upgraded 50 (00403A), which was listed on May 12, closed up 3.62% at NT$10.01 today, with a high trading volume of over 425,000 lots. The UBOTC Taiwan Growth (00981A) traded 242,000 lots and closed up 5.99% at NT$28.86.
The number of high-priced stocks above NT$1,000 increased to 49. Eternal Materials, Browave, G-shot, Global Unichip, and Hong Jin all surged to their limit-up prices, closing at NT$1090, NT$1045, NT$3330, NT$5065, and NT$7675. Auras Technology rallied 6.5% to close at NT$1000.
Li Fang-kuo, Chairman of Uni-President Investment Trust, told CNA that the Taiex closed at just over 28,000 points at the end of last year and has surged to over 42,000 points this year, a rally of about 14,000 points in less than half a year. He noted that the recent continuous decline to test the monthly moving average was a healthy pullback after a significant rally and a correction of an excessively high deviation, with today marking a revenge rebound.
He pointed out that the impact of rising U.S. bond yields on the stock market is similar in nature to sudden geopolitical events like the U.S.-Iran war—both are temporary and rapid external disturbances that do not affect the medium- to long-term bull trend of the Taiwanese market.
From a fundamental perspective, Li Fang-kuo stated frankly that the Taiex's rally is "the real deal." Taiwan's Q1 GDP growth reached 13.69%, a 39-year high, and April's export orders hit the second-highest monthly figure in history, both proving that the stock market's rise is well-supported.
Li Fang-kuo said that looking ahead, market watchers should pay attention to the inaugural speech of the new U.S. Federal Reserve (Fed) Chair, Kevin Warsh, on May 22. Coupled with upcoming themes like COMPUTEX in June and Apple's Worldwide Developers Conference (WWDC), the bull market in Taiwan is expected to continue.
The Electronics Index rose by 3.87% today, and the Semiconductor Index climbed 3.22%. The TPEx Index, which represents small and medium-sized enterprises, increased by 3.38%. Among traditional industry sectors, the Cable and Plastics indices showed stronger performance, closing up 5.02% and 4.58%, respectively.
Among large-cap electronics stocks, TSMC closed at NT$2230, up NT$45 or 2.06%; Delta Electronics closed at NT$2030, up 6.01%; MediaTek hit its limit-up price of NT$3550; and Hon Hai rose 3.12% to close at NT$247.5.
The passive components sector saw a renewed price hike trend, with Yageo, Walsin Technology, Holy Stone, and Prosperity Dielectrics all hitting their limit-up prices, closing at NT$572, NT$266, NT$433.5, and NT$175, respectively.
Several active ETFs (Exchange Traded Funds) attracted significant capital. The UBOTC Upgraded 50 (00403A), which was listed on May 12, closed up 3.62% at NT$10.01 today, with a high trading volume of over 425,000 lots. The UBOTC Taiwan Growth (00981A) traded 242,000 lots and closed up 5.99% at NT$28.86.
The number of high-priced stocks above NT$1,000 increased to 49. Eternal Materials, Browave, G-shot, Global Unichip, and Hong Jin all surged to their limit-up prices, closing at NT$1090, NT$1045, NT$3330, NT$5065, and NT$7675. Auras Technology rallied 6.5% to close at NT$1000.
Li Fang-kuo, Chairman of Uni-President Investment Trust, told CNA that the Taiex closed at just over 28,000 points at the end of last year and has surged to over 42,000 points this year, a rally of about 14,000 points in less than half a year. He noted that the recent continuous decline to test the monthly moving average was a healthy pullback after a significant rally and a correction of an excessively high deviation, with today marking a revenge rebound.
He pointed out that the impact of rising U.S. bond yields on the stock market is similar in nature to sudden geopolitical events like the U.S.-Iran war—both are temporary and rapid external disturbances that do not affect the medium- to long-term bull trend of the Taiwanese market.
From a fundamental perspective, Li Fang-kuo stated frankly that the Taiex's rally is "the real deal." Taiwan's Q1 GDP growth reached 13.69%, a 39-year high, and April's export orders hit the second-highest monthly figure in history, both proving that the stock market's rise is well-supported.
Li Fang-kuo said that looking ahead, market watchers should pay attention to the inaugural speech of the new U.S. Federal Reserve (Fed) Chair, Kevin Warsh, on May 22. Coupled with upcoming themes like COMPUTEX in June and Apple's Worldwide Developers Conference (WWDC), the bull market in Taiwan is expected to continue.
FAQ
台股在5月21日大漲的主要原因是什麼？
主要原因是受到美國晶片大廠輝達（NVIDIA）公布的優異財報激勵，帶動了整體科技股，特別是半導體相關類股的強勁表現，引發市場報復性反彈。
當天台股的收盤指數和漲幅如何？
台股加權指數終場上漲1347.39點（漲幅3.37%），收在41368.21點。此單日上漲點數為台股史上第五大紀錄。
除了半導體和權值股，還有哪些類股表現突出？
被動元件類股掀起漲價題材，包括國巨、華新科等多檔股票攻上涨停。此外，傳產族群中的電纜和塑膠類股指數也分別上漲超過5%和4.5%。
專家如何評論這次的市場反彈？
統一投顧董事長黎方國認為，這波反彈是「漲真的」。他指出，先前下跌是漲多後的健康修正，而台灣今年第一季高達13.69%的經濟成長率等強勁基本面，是支撐股市上漲的堅實底氣，外部干擾影響有限。
根據新聞，未來有哪些事件可能影響台股走勢？
分析師指出，後續可關注5月22日美國聯準會（Fed）新任主席華許（Kevin Warsh）的就職演說，以及6月份登場的台北國際電腦展（COMPUTEX）和蘋果全球開發者大會（WWDC），這些題材有望延續台股的多頭行情。