Ignoring AI bubble fears, investors bet Nvidia and Google will fuel Taiwan stocks to record

Market Intelligence Analysis

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Why This Matters

Taiwan's tech-heavy stocks are expected to continue their rally, driven by investors' confidence in the country's structural advantages in AI, despite global concerns about an AI bubble.

Market Impact

Market impact analysis based on bullish sentiment with 84% confidence.

Sentiment
Bullish
AI Confidence
84%

Article Context

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Taiwan's tech-heavy stocks show few signs of slowing a rally even as AI bubble worries cast a shadow over global markets, underscoring home-grown confidence in the structural advantages in AI that foreign investors may have overlooked. Taiwan's benchmark index is poised to breach ​a record 30,000 points in 2026, investors say, extending a three-year surge that has seen the stock market nearly double as the island rides a wave of demand ‌for chips that power artificial intelligence. While foreign money worries about stretched AI valuations, Taiwanese investors have enthusiastically ploughed into the market.

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Original article published by Unknown on December 12, 2025.
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