---
title: "📈 AI Stock Chat, 2026-08-03 | Cooling-off period after a 3,000-point rally, 2026-08-04 Challenging TSMC's key defense line!"
description: "Hello everyone, welcome to \"AI Stock Chat\"! I'm your content editor. Today is Monday, August 3, 2026. Are you all still shocked by last Friday's crazy spectacle where the Taiwan stock market set a historic record by surging over 3,000 points, sending the index straight past 40,000? Against this brand-new future backdrop of 2026, where the index has topped 43,000 and TSMC is challenging the 2,000 NTD mark, today we will provide an in-depth forecast of the Taiwan stock market trends and key stock dynamics for Tuesday, August 4, 2026, helping you make steady strategic moves amidst the rough seas!"
canonical_url: "https://blog.markkulab.net/en/ai-stock-chat/ai-stock-chat-2026-08-03"
author: "Mark Ku"
author_url: "https://blog.markkulab.net/en/author/mark-ku"
site: "Mark Ku's Tech Notes"
date_published: "2026-08-03 10:00:00 +0800"
category: "AI Stock Market Chit-Chat"
tags: ["ai-stock", "podcast", "台股預測", "台股", "AI預測", "鴻海2317", "萬海2615", "國泰金2882", "台積電2330"]
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, 2026-08-03 | Cooling-off period after a 3,000-point rally, 2026-08-04 Challenging TSMC's key defense line!
## Opening Remarks
Hello listeners, and welcome to "AI Stock Chat"! I'm your content editor. Today is Monday, August 3, 2026. Are you all still reeling from last Friday's historic surge of over 3,000 points, which sent the TAIEX straight past the 40,000-point mark? In this brand-new 2026 landscape where the index has topped 43,000 and TSMC is eyeing the 2,000 TWD milestone, today we will provide an in-depth forecast for the TAIEX and key stock movements for Tuesday, August 4, 2026, helping you navigate these turbulent waters and build a solid portfolio!
## Today's Market Forecast
TAIEX AI Forecast Range (Next-Day / Short-Term)
We provide "Next-Day" and "Short-Term" forecast horizons for the Taiwan Capitalization Weighted Stock Index (TAIEX), targeting the trading day of Tuesday, 2026-08-04:
| Horizon | Current Price | Forecast Direction | Target Range | Confidence |
| --- | --- | --- | --- | --- |
| Next-Day (08-04) | 43119.75 | Neutral | 42753.05~43486.45 | 75.0% |
| Short-Term (1 Week) | 43119.75 | Neutral | 42299.79~43939.71 | 75.0% |
**Market Breakdown:**
Although the Taiwan stock market set an epic record during daytime trading last Friday by surging 3,186 points, the Friday night futures session plummeted by 1,077 points. Coupled with a massive short position held by foreign institutional investors in futures, we predict that the overall market direction for Tuesday, 2026-08-04, will lean toward a "neutral-to-bearish" cooling-off period. The most critical watchpoint for Tuesday is whether the heavyweight king, TSMC (2330), can hold the 2,400 TWD mark. This will determine whether the market opens low and stabilizes or continues to slide. Beginners should absolutely avoid chasing highs at Tuesday's open; we recommend taking a wait-and-see approach for now.
## Global Market Overview
Below is the current status of global markets and the TAIEX futures night session (no forecast data):
| Index | Close | % Change |
| --- | --- | --- |
| TAIEX Futures Night Session (TXF) | 42650 | -2.46% |
| Dow Jones Industrial Average (DJI) | 52485.03 | 0.53% |
| S&P 500 Index (GSPC) | 7489.72 | 0.7% |
| Nasdaq Composite (IXIC) | 25373.85 | 1% |
| Philadelphia Semiconductor Index (SOX) | 11311.08 | 0.07% |
## Key Stock AI Forecasts
(No individual stock forecasts today)
## Strategy Stock Selection Radar
Please note that the following are results filtered by our strategy, not specific buy/sell predictions. A score of 2 or higher leans toward "Buy," -2 or lower leans toward "Sell," and anything in between suggests a "Wait-and-See" stance.
| Stock | Overall Score | Institutional Flow Score | P/E Ratio | Valuation |
| --- | --- | --- | --- | --- |
| Wan Hai (2615) | 0.0 | 100 | N/A | N/A |
| Foxconn (2317) | 3.8 | 100 | 17.97 | Expensive |
| SinoPac FHC (2890) | -0.2 | 100 | N/A | N/A |
| Yang Ming (2609) | -1.0 | 100 | N/A | N/A |
| Cathay FHC (2882) | 2.1 | 75 | N/A | N/A |
**Strategy Breakdown:**
* **Wan Hai (2615)**: With an overall score of 0.0, there is currently no clear buy or sell signal; we recommend a wait-and-see approach. However, its short-, medium-, and long-term moving averages are currently in a bullish alignment, and the stock price has risen above the monthly moving average, indicating a bullish technical bias.
* **Foxconn (2317)**: With an overall score of 3.8, the bullish signal is quite clear. This is mainly driven by the MACD histogram turning positive, trading volume expanding by 1.86x, and signs of stabilization via bullish divergence. Market interest is warming up.
* **SinoPac FHC (2890)**: With an overall score of -0.2, although trading volume is quietly stabilizing, the Williams %R stands at -13.04, indicating it has entered overbought territory. Be highly cautious about chasing highs on Tuesday.
* **Yang Ming (2609)**: With an overall score of -1.0, a bearish "shooting star" candlestick pattern has appeared on the technical chart, suggesting short-term pullback pressure.
* **Cathay FHC (2882)**: With an overall score of 2.1, bullish factors include the MACD histogram turning positive and trading volume expanding by 1.55x. However, it shares the same overbought concern with a Williams %R of -10, so over-chasing on Tuesday is not recommended.
## Recent Forecast Accuracy Review
Since our system has been upgraded to the brand-new 2026 market forecasting architecture, we do not yet have a sufficient sample of settled results. Adhering to our principles of honesty and transparency, we will publish our actual forecast accuracy review as soon as we accumulate enough trading days of data!
## 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 risk; please make your own judgments and assume all responsibility.
---
## 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-2026-08-03)
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
### About the author
**[Mark Ku](https://blog.markkulab.net/en/author/mark-ku)** — Software Solution Provider
- 10+ years senior software engineer, now an AI Builder
- Focused on large-platform architecture — North-American e-commerce, AI SaaS subscription billing
- Combining AI Agents and automation to build evolvable product foundations
### Free tools built by the author
All of these are free to use:
- [Free PDF Sign Tool](https://blog.markkulab.net/en/tools/pdf-sign): Online PDF sign tool — draw, type, or upload a signature, then drag, resize, and download. Everything runs in your browser; nothing is uploaded.
- [VS Code Refactory](https://blog.markkulab.net/en/tools/refactory): Refactory is a VS Code refactoring extension: 34 actions plus a 37-rule code-smell inspection layer with a Code Health dashboard, across 18 languages, backed by 534 tests. It learns your repo's conventions: where interfaces live, where DI is registered, whether 'use client' belongs. It ranks files by git churn × complexity so you know what to fix first, and hands any smell to the Claude Code already on your machine. Free to use, and your source never leaves your computer.
- [DB-Kit Database Manager](https://blog.markkulab.net/en/tools/db-kit): DB-Kit is a lightweight, cross-platform database manager built with Tauri + Rust + React. Manage MySQL, MariaDB, PostgreSQL, SQL Server, Oracle, SQLite, MongoDB, Redis, Kafka, Elasticsearch and RabbitMQ from one consistent interface: passwords encrypted in the OS keychain, SSH tunnels, full CRUD, a visual query builder, stacked multi-statement result sets, cross-connection data transfer and compare/sync, Excel / CSV import & export, visualized execution plans, ER diagrams, scheduled backups, SQL stress testing with p50–p99 latency percentiles, a 15-rule SQL review engine, Kafka message browsing with monitoring & alerts, a bilingual UI (Traditional Chinese / English), a built-in AI assistant (natural-language SQL, AI review and tuning advice) and the dbk CLI. Free and open source (MIT), with installers for Windows, macOS and Linux.
- [VS Code Super Mermaid](https://blog.markkulab.net/en/tools/super-mermaid): Super Mermaid is a VS Code extension for beautiful Mermaid diagrams out of the box: auto-colored live preview, mouse pan & zoom, high-res PNG / SVG export, 21 templates and multiple themes. Free and open source (MIT).
- [React Super Mermaid](https://blog.markkulab.net/en/tools/react-super-mermaid): react-super-mermaid is an open-source React component library: render beautiful Mermaid diagrams with a single , with built-in colorful / sketch themes, pan & zoom, in-diagram search, and high-res SVG / PNG export. Lightweight, SSR-safe, fully typed. Free and open source (MIT).
- [Jira / Confluence Super Mermaid](https://blog.markkulab.net/en/tools/jira-super-mermaid): An Atlassian Forge app: write Mermaid syntax directly inside a Jira issue or a Confluence page and get flowcharts, sequence diagrams, state machines and Gantt charts. 11 diagram types, SVG / PNG export, light and dark themes, full CJK support. Runs on Atlassian: your diagrams live in your own site and the app calls no third-party service. Free, coming soon to the Atlassian Marketplace.
- [Mermaid Live Preview](https://blog.markkulab.net/en/tools/mermaid-preview): Write Mermaid in your browser, see it render instantly, and share the whole diagram as a single link. No sign-up, nothing uploaded to a server, and mermaid.live share links work as-is.
- [React Intl Phone Number](https://blog.markkulab.net/en/tools/react-intl-phone-number): react-intl-phone-number is an open-source React component: framework-agnostic and antd-free, with E.164 in/out, a searchable flag / country-code dropdown, configurable validation levels (strict / mobile-strict / loose), themeable CSS, and i18n — phone logic powered by google-libphonenumber. Lightweight and fully typed. Free and open source (MIT).
- [Uptime Kuma Cluster](https://blog.markkulab.net/en/tools/uptime-kuma-cluster): Turn single-node Uptime Kuma into a highly available cluster: OpenResty + Lua smart load balancing, shared MariaDB state, health checks and automatic failover, plus cluster-management REST APIs. One Docker Compose command to start. Free and open source (MIT).
- [Special Education](https://blog.markkulab.net/en/education): Learning materials crafted for special education students
### Daily podcasts
- [Mark's Tech Insights — Daily AI News](https://blog.markkulab.net/en/category/tech-news): Daily curated AI and tech trends. Catch the latest developments via audio summaries — covering AI applications, software architecture, DevOps, and engineering practice. — RSS: https://blog.markkulab.net/feed.xml
- [AI股市蝦聊](https://blog.markkulab.net/en/category/ai-stock-chat): Every trading day, an AI-analyzed take on the Taiwan stock market, delivered as a two-host conversation covering the session and the next-day outlook. — RSS: https://blog.markkulab.net/ai-stock-chat/feed.xml
- [開源好物週報](https://blog.markkulab.net/en/category/open-source-weekly): A weekly two-host pick of free open-source tools surfaced from real Hacker News, GitHub, and Reddit buzz — what pain they solve and the fastest way to get started. — RSS: https://blog.markkulab.net/open-source-weekly/feed.xml
### Newsletter
[Subscribe to the newsletter](https://blog.markkulab.net/en/subscribe) — Be the first to know about new posts. No spam, unsubscribe anytime.