Opening Remarks

Hello everyone, this is Ticker. Today is Thursday, July 30, 2026. In this episode, we will predict the trends for the next trading day—Friday, July 31, 2026—for the Taiwan stock market (TAIEX) and key individual stocks. With both US stocks and Taiwan Index Futures night sessions plunging today, the Taiwan stock market is clearly facing an uphill battle tomorrow. Let's dive straight into the latest predictions from our AI model to help you prepare your game plan for tomorrow!

Today's Market Prediction

Our AI service specifically targets the Taiwan Capitalization Weighted Stock Index (TAIEX), providing quantitative data across two timeframes: "Next-Day" and "Short-Term":

For the TAIEX on Friday, 2026-07-31, the system has issued a bearish signal with a confidence level of approximately 72%. Impacted by the heavy sell-off in US semiconductor stocks and the plunge in Taiwan Index Futures during the night session, the spot market is bound to face immense pressure to play catch-up on the downside at tomorrow's open. Having lost the quarterly moving average (around 43,348 points), tomorrow's market focus will be on "seeking downside support and testing catch-up selling pressure." With foreign institutional investors holding an extremely large short position of nearly 80,000 contracts, the decline may be difficult to narrow unless there is strong dip-buying from state-backed funds after a low open. The short-term outlook remains bearish, and we advise everyone to manage their capital prudently.

Global Market Overview

Below is a summary of the latest closing figures for the Taiwan Index Futures night session and the four major US indices. Please note that this section provides objective data only and does not include AI model predictions:

Key Asset AI Predictions

Next, let's look at the AI prediction data for individual key assets over the next 5 trading days (5-day timeframe) starting from Friday, 2026-07-31:

Key Stock Commentary:

• TSMC (2330): Technical indicators are weak across the board, with high short-term volatility. Investors should pay close attention to downside and catch-up selling risks.
• Cathay Taiwan-Korea Tech (00735): Expected to consolidate sideways in the short term, as bulls and bears remain in a tug-of-war.
• Yuanta Taiwan 50 (0050): Although the AI model is bullish in the medium-to-long term due to institutional flows and valuation factors, it remains difficult to resist systemic market downside in the ultra-short term. Investors should evaluate carefully and avoid blindly catching falling knives on a major sell-off day.
• Fubon FTSE Vietnam (00885): Bullish momentum is not yet confirmed, and most technical indicators are showing sell signals. A conservative outlook is recommended for the short term.
• MediaTek (2454): Although the AI model leans bullish on medium-to-long term valuation, caution is advised tomorrow to guard against downside correction risks driven by the broader market plunge.
• Foxconn (2317): Expected to experience a roller-coaster-like range-bound fluctuation in the short term. Watch out for pressure from heavy short-selling by foreign institutional investors across the broader market.
• Chunghwa Telecom (2412): Consolidating in place in the short term. As some indicators suggest overbought conditions, investors should watch out for high-level volatility and avoid chasing highs.

Strategy Stock Selection Radar

Below are the potential targets selected by our strategy. Please note: These are results filtered by quantitative strategies, not individual stock buy/sell predictions.

Data Anomalies and Special Notes:

• Globe Union (9934): Due to incomplete financial reports at this time, its P/E ratio and valuation are shown as missing values "".
• Taichi (4934): The P/E ratio is shown as 0.00, primarily because the company is currently operating at a loss, making the P/E ratio not applicable.

Recent Prediction Accuracy Review

We prioritize honesty and transparency, reporting both good and bad results exactly as they are. Currently, the AI's prediction accuracy for the next-day market direction stands at 48.0% (average error of 1.71%), and the short-term accuracy is 42.9% (average error of 3.34%). For individual stock predictions, the short-term (5-day) accuracy is 22.5%, and the 20-day accuracy is 30.0%. Frankly speaking, the recent accuracy has been on the lower side, which once again proves that AI models are not infallible and that the data should only serve as a reference.

Below is a review of recently settled stock predictions:

• Cathay Taiwan-Korea Tech (00735) (Predicted on 07-20): Predicted Bullish ➔ HIT, actual return 4.54%
• Yuanta Taiwan 50 (0050) (Predicted on 07-20): Predicted Neutral ➔ MISS, actual return 2.27%
• TSMC (2330) (Predicted on 07-20): Predicted Neutral ➔ MISS, actual return 1.29%
• Fubon FTSE Vietnam (00885) (Predicted on 07-13): Predicted Neutral ➔ MISS, actual return -2.77%

Disclaimer

This content is automatically generated by an AI model based on quantitative data and is for research and reference purposes only. It does not constitute investment advice. Investing involves risk; please make your own judgments and assume full responsibility.