---
title: "📈 AI Stock Chat, 2026-07-15 | Middle East conflict triggers US stock plunge, Taiwan stocks face battle to defend 45,000 points!"
description: "Hello, fellow investors. I'm Peiyu. How is everyone doing today? In today's show, we will analyze the trends of the Taiwan stock market and key individual stocks for Thursday, July 16, 2026. Due to the outbreak of geopolitical conflict in the Middle East, US stock markets experienced a significant pullback, which puts tomorrow's Taiwan stock market in a critical battle to defend the 45,000-point mark. Everyone must be extremely cautious in your trading!"
canonical_url: "https://blog.markkulab.net/en/ai-stock-chat/ai-stock-chat-2026-07-15"
author: "Mark Ku"
author_url: "https://blog.markkulab.net/en/author/mark-ku"
site: "Mark Ku's Tech Notes"
date_published: "2026-07-15 10:00:00 +0800"
category: "AI Stock Chat"
tags: ["ai-stock", "podcast", "台股預測", "台股", "AI預測", "台積電2330", "聯發科2454", "元大台灣50", "地緣政治", "美股大跌"]
language: "en"
license: "CC BY 4.0"
license_url: "https://creativecommons.org/licenses/by/4.0/"
attribution: "when reusing or quoting, credit the author and link back to the original"
---

# 📈 AI Stock Chat, 2026-07-15 | Middle East conflict triggers US stock plunge, Taiwan stocks face battle to defend 45,000 points!

## Opening Remarks
Hello, fellow investors! This is Pei-Yu. How is everyone doing today? In today's show, we will be analyzing the market trends for the TAIEX and key individual stocks for Thursday, July 16, 2026. Triggered by the outbreak of geopolitical conflicts in the Middle East, US stock markets have experienced a significant pullback. This puts tomorrow's TAIEX in a critical battle to defend the major 45,000-point threshold. Everyone must be extremely cautious in their trading operations!

## Today's Market Forecast

<figure class="stock-chart" style="margin:1.25rem 0"><svg role="img" aria-label="TAIEX AI Forecast Range (Next-Day / Short-Term)" viewBox="0 0 612 130" width="100%" style="height:auto;max-width:612px;min-width:480px;font-family:ui-sans-serif,system-ui,sans-serif;font-size:12px"><line x1="289.5" y1="20" x2="289.5" y2="122" stroke="currentColor" stroke-width="1" stroke-dasharray="3 3" opacity=".45"/><text x="289.53273247724564" y="14" fill="currentColor" text-anchor="middle" opacity=".7">Current Price 44737.95</text><text x="48" y="57" fill="currentColor" text-anchor="end" font-weight="600">Next-Day</text><line x1="56" y1="53" x2="356" y2="53" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="233.7" y="44" width="101.6" height="18" rx="4" fill="#ef4444" fill-opacity=".22" stroke="#ef4444" stroke-width="1.5"/><text x="366" y="57" fill="currentColor">Bearish · 44233.89~45151.19 · Confidence 66%</text><text x="48" y="103" fill="currentColor" text-anchor="end" font-weight="600">Short-Term</text><line x1="56" y1="99" x2="356" y2="99" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="76.7" y="90" width="227.2" height="18" rx="4" fill="#ef4444" fill-opacity=".22" stroke="#ef4444" stroke-width="1.5"/><text x="366" y="103" fill="currentColor">Bearish · 42816.59~44867.73 · Confidence 66%</text></svg><figcaption style="font-size:12px;opacity:.6;margin-top:.25rem">TAIEX AI Forecast Range (Next-Day / Short-Term)</figcaption></figure>

Our target trading day for the forecast is Thursday, July 16, 2026. Below is the latest forecast data generated by our system for the Taiwan Capitalization Weighted Stock Index (TAIEX):

| Horizon | Current Price | Forecast Direction | Target Range | Confidence |
| --- | --- | --- | --- | --- |
| Next-Day (07-16) | 44737.95 | Bearish | 44233.89~45151.19 | 66.0% |
| Short-Term (1 Week) | 44737.95 | Bearish | 42816.59~44867.73 | 66.0% |

For the market trend on Thursday, July 16, 2026, the system has issued a bearish signal with a confidence level of approximately 66%. This is primarily due to the sharp decline in the Philadelphia Semiconductor Index, coupled with foreign institutional investors' short positions in futures reaching historic highs. The most critical factor for tomorrow's opening will be whether the 45,000-point mark can hold. Although the fundamentals of Taiwan stocks remain very strong, the short-term international situation is highly volatile. It is recommended that beginners hold onto cash, watch from the sidelines, and avoid rushing in to catch a falling knife.

## Global Market Status
Here is a summary of the latest closing status of international markets and the TAIEX futures night session (no forecast data included):

| Index | Close | Change % |
| --- | --- | --- |
| TAIEX Futures Night Session (TXF) | 45015 | 0.5% |
| Dow Jones Industrial Average (DJI) | 52508.27 | -0.24% |
| S&P 500 Index (GSPC) | 7543.59 | -0.42% |
| Nasdaq Composite (IXIC) | 26107.01 | -0.66% |
| Philadelphia Semiconductor Index (SOX) | 12661.93 | -2.35% |

## AI Forecasts for Key Targets

<figure class="stock-chart" style="margin:1.25rem 0"><svg role="img" aria-label="Key Target Ranges (Vertical Line = Current Price, Colored Band = Target Range)" viewBox="0 0 568 302" width="100%" style="height:auto;max-width:568px;min-width:480px;font-family:ui-sans-serif,system-ui,sans-serif;font-size:12px"><text x="140" y="38" fill="currentColor" text-anchor="end" font-weight="600">Cathay Taiwan KOSPI IT ETF (00735)</text><line x1="148" y1="34" x2="448" y2="34" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="177.0" y="26" width="193.5" height="16" rx="4" fill="#ef4444" fill-opacity=".22" stroke="#ef4444" stroke-width="1.5"/><line x1="419.0" y1="23" x2="419.0" y2="45" stroke="currentColor" stroke-width="2"/><text x="458" y="38" fill="currentColor">Bearish · Confidence 61%</text><text x="140" y="78" fill="currentColor" text-anchor="end" font-weight="600">TSMC (2330)</text><line x1="148" y1="74" x2="448" y2="74" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="177.0" y="66" width="241.9" height="16" rx="4" fill="#f59e0b" fill-opacity=".22" stroke="#f59e0b" stroke-width="1.5"/><line x1="298.0" y1="63" x2="298.0" y2="85" stroke="currentColor" stroke-width="2"/><text x="458" y="78" fill="currentColor">Neutral · Confidence 50%</text><text x="140" y="118" fill="currentColor" text-anchor="end" font-weight="600">Yuanta Taiwan 50 (0050)</text><line x1="148" y1="114" x2="448" y2="114" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="177.0" y="106" width="241.9" height="16" rx="4" fill="#f59e0b" fill-opacity=".22" stroke="#f59e0b" stroke-width="1.5"/><line x1="298.0" y1="103" x2="298.0" y2="125" stroke="currentColor" stroke-width="2"/><text x="458" y="118" fill="currentColor">Neutral · Confidence 51%</text><text x="140" y="158" fill="currentColor" text-anchor="end" font-weight="600">Fubon FTSE Vietnam ETF (00885)</text><line x1="148" y1="154" x2="448" y2="154" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="177.0" y="146" width="241.9" height="16" rx="4" fill="#f59e0b" fill-opacity=".22" stroke="#f59e0b" stroke-width="1.5"/><line x1="298.0" y1="143" x2="298.0" y2="165" stroke="currentColor" stroke-width="2"/><text x="458" y="158" fill="currentColor">Neutral · Confidence 50%</text><text x="140" y="198" fill="currentColor" text-anchor="end" font-weight="600">MediaTek (2454)</text><line x1="148" y1="194" x2="448" y2="194" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="225.4" y="186" width="193.5" height="16" rx="4" fill="#22c55e" fill-opacity=".22" stroke="#22c55e" stroke-width="1.5"/><line x1="177.0" y1="183" x2="177.0" y2="205" stroke="currentColor" stroke-width="2"/><text x="458" y="198" fill="currentColor">Bullish · Confidence 56%</text><text x="140" y="238" fill="currentColor" text-anchor="end" font-weight="600">Foxconn (2317)</text><line x1="148" y1="234" x2="448" y2="234" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="177.0" y="226" width="241.9" height="16" rx="4" fill="#f59e0b" fill-opacity=".22" stroke="#f59e0b" stroke-width="1.5"/><line x1="298.0" y1="223" x2="298.0" y2="245" stroke="currentColor" stroke-width="2"/><text x="458" y="238" fill="currentColor">Neutral · Confidence 55%</text><text x="140" y="278" fill="currentColor" text-anchor="end" font-weight="600">Chunghwa Telecom (2412)</text><line x1="148" y1="274" x2="448" y2="274" stroke="currentColor" stroke-width="1" opacity=".18"/><rect x="177.0" y="266" width="241.9" height="16" rx="4" fill="#f59e0b" fill-opacity=".22" stroke="#f59e0b" stroke-width="1.5"/><line x1="298.0" y1="263" x2="298.0" y2="285" stroke="currentColor" stroke-width="2"/><text x="458" y="278" fill="currentColor">Neutral · Confidence 69%</text></svg><figcaption style="font-size:12px;opacity:.6;margin-top:.25rem">Key Target Ranges (Vertical Line = Current Price, Colored Band = Target Range)</figcaption></figure>

For the short-term (5-day) key individual stocks and ETFs starting from Thursday, July 16, 2026, the AI forecast results are as follows:

| Stock | Direction | Target Range | Confidence | Technical Signal |
| --- | --- | --- | --- | --- |
| Cathay Taiwan KOSPI IT ETF (00735) | Bearish | 93.81~101.16 | 61.0% | RSI Oversold=SELL(75%) |
| TSMC (2330) | Neutral | 2354.35~2525.65 | 50.0% | KD Golden Cross=SELL(68%) |
| Yuanta Taiwan 50 (0050) | Neutral | 102.5~109.5 | 51.0% | RSI Oversold=SELL(60%) |
| Fubon FTSE Vietnam ETF (00885) | Neutral | 18.1~18.74 | 50.0% | MA Crossover=BUY(33%) |
| MediaTek (2454) | Bullish | 4585.48~5087.38 | 56.0% | RSI Oversold=SELL(83%) |
| Foxconn (2317) | Neutral | 259.16~284.84 | 55.0% | KD Golden Cross=BUY(63%) |
| Chunghwa Telecom (2412) | Neutral | 144.12~148.88 | 69.0% | KD Golden Cross=BUY(67%) |

**Plain-English Stock Commentary:**
- **Cathay Taiwan KOSPI IT ETF (00735)**: With the ex-dividend date approaching and the South Korean stock market having just experienced a sharp drop, short-term pressure is relatively heavy.
- **TSMC (2330)**: The upcoming earnings call is the main event. The market is holding its breath in anticipation, making the stock price prone to consolidating in place.
- **Yuanta Taiwan 50 (0050)**: With TSMC's earnings call and ex-dividend date just around the corner, a strong wait-and-see attitude prevails in the market, making the stock price susceptible to whipsawing within a narrow range.
- **Fubon FTSE Vietnam ETF (00885)**: The stock price has just broken below the quarterly moving average. Although there is a chance for a short-term rebound, foreign institutional investors are still dumping shares, making a major rally unlikely for now.
- **MediaTek (2454)**: The outlook for the next five trading days leans bullish, but due to high market volatility, investors are advised to watch out for high-level fluctuations.
- **Foxconn (2317)**: The short term will feel like a roller coaster ride with sharp ups and downs. Beginners should be mindful of the pressure from heavy short-selling by foreign institutional investors across the broader market.
- **Chunghwa Telecom (2412)**: The short-term outlook shows a consolidating pattern of running in place. Technical indicators are running slightly hot, so please do not rush to chase highs here!

## Strategic Stock Selection Radar
As a special reminder, the following content is the result of strategic screening based on technical indicators and institutional fund flows, **not individual stock buy/sell recommendations or price forecasts**:

| Stock | Composite Score | Fund Flow Score | P/E Ratio | Valuation |
| --- | --- | --- | --- | --- |
| Home Properties (2536) | 84 | 100 | 6.53 | fair |
| Lextar Green Energy (1529) | 79 | 100 | 20.31 | cheap |
| Farglory (5522) | 79 | 100 | 8.69 | cheap |
| E.SUN FHC (2884) | 76 | 100 | 15.73 | cheap |
| TSEC (4934) | 75 | 100 | 0 | expensive |

## Recent Forecast Accuracy Review

<figure class="stock-chart" style="margin:1.25rem 0"><svg role="img" aria-label="Recent Directional Accuracy (Higher is more accurate; includes settled sample size)" viewBox="0 0 490 158" width="100%" style="height:auto;max-width:490px;min-width:480px;font-family:ui-sans-serif,system-ui,sans-serif;font-size:12px"><text x="66" y="35" fill="currentColor" text-anchor="end" font-weight="600">Market·Next-Day</text><rect x="74" y="22" width="320" height="18" rx="4" fill="currentColor" opacity=".12"/><rect x="74" y="22" width="140.0" height="18" rx="4" fill="#f59e0b"/><text x="404" y="35" fill="currentColor">44% (1/16)</text><text x="66" y="69" fill="currentColor" text-anchor="end" font-weight="600">Market·Short-Term</text><rect x="74" y="56" width="320" height="18" rx="4" fill="currentColor" opacity=".12"/><rect x="74" y="56" width="106.7" height="18" rx="4" fill="#ef4444"/><text x="404" y="69" fill="currentColor">33% (0/12)</text><text x="66" y="103" fill="currentColor" text-anchor="end" font-weight="600">Stocks·Short-Term</text><rect x="74" y="90" width="320" height="18" rx="4" fill="currentColor" opacity=".12"/><rect x="74" y="90" width="66.7" height="18" rx="4" fill="#ef4444"/><text x="404" y="103" fill="currentColor">21% (5/24)</text><text x="66" y="137" fill="currentColor" text-anchor="end" font-weight="600">Stocks·20-Day</text><rect x="74" y="124" width="320" height="18" rx="4" fill="currentColor" opacity=".12"/><rect x="74" y="124" width="2.0" height="18" rx="4" fill="#ef4444"/><text x="404" y="137" fill="currentColor">0% (0/1)</text></svg><figcaption style="font-size:12px;opacity:.6;margin-top:.25rem">Recent Directional Accuracy (Higher is more accurate; includes settled sample size)</figcaption></figure>

We highly value data integrity. Below is a review of our forecast accuracy to date (the data here represents historical cumulative statistics; some calculations may have minor discrepancies due to system rounding or sampling baselines, and we will continue to optimize our backend calculation modules to ensure absolute precision):
- Market · Next-Day: Directional Accuracy 43.8% (Cumulative Hits: 1/16, Average Error: 1.48%)
- Market · Short-Term: Directional Accuracy 33.3% (Cumulative Hits: 0/12, Average Error: 3.6%)
- Stocks · Short-Term: Directional Accuracy 20.8% (Cumulative Hits: 5/24, Average Error: 5.15%)
- Stocks · 20-Day: Directional Accuracy 0.0% (Cumulative Hits: 0/1, Average Error: 14.18%)

**Historical Performance Review of Settled Stocks (Predicted Direction vs. Actual Outcome):**
- 0050 (Forecast on 2026-06-23): Predicted Bearish, actual outcome was Down, Hit successful (Actual Return: -2.09%)
- 00885 (Forecast on 2026-06-29): Predicted Neutral, actual outcome was Consolidating, Hit successful (Actual Return: 0.74%)
- 2330 (Forecast on 2026-06-29): Predicted Neutral, actual outcome was Up, Missed (Actual Return: 3.80%)
- 0050 (Forecast on 2026-06-29): Predicted Bearish, actual outcome was Up, Missed (Actual Return: 3.64%)

## Disclaimer
This content is automatically generated by an AI model based on quantitative data and is for research reference only. It does not constitute investment advice. Investing involves risks; please make your own judgments and assume all responsibilities.

---

## About this article and its author

Originally published on [Mark Ku's Tech Notes](https://blog.markkulab.net/en/ai-stock-chat/ai-stock-chat-2026-07-15)

License: [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/) — when reusing or quoting, credit the author and link back to the original

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