ETFs have become one of the primary tools for investing in the Taiwanese stock market, with over 12 million beneficiaries. Today, we'll discuss the upward revision of earnings expectations for Taiwanese companies and the rebound opportunities following market declines, the continuous development of AI technology, and the optimistic outlook for capital expenditures in the semiconductor industry. Additionally, we'll explore the potential impact of yen carry trades and the upcoming U.S. election on the market.
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Intel's earnings report falls short of expectations; Taiwan occupies a key global position.
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