Taiwanese investors should target AI, tourism, and food stocks
Taiwan's stock market is expected to remain stable, supported by positive factors like the "Big and Beautiful Act" and easing trade tensions, despite nearing a long-term resistance zone. The "Big and Beautiful Act" increases semiconductor investment subsidies, and trade tariff uncertainties are subsiding, fostering a positive market sentiment, while the market is also seeing stable shareholding. Investors are advised to consider AI, summer season beneficiaries, and companies benefiting from the appreciating New Taiwan dollar. The article suggests potential for a market rally if US tariffs on Taiwan are favorable, and recommends focusing on large-cap stocks. Investors should also watch for Q2 earnings reports and consider AI, tourism, and food/beverage sectors.