Brief: Yuanta Funds Sees Taiwan Stocks Under Further Downward Pressure; Sees Strong AI Capex Growth
29/06/2026 07:55
BRIEF-Yuanta Funds Sees Taiwan Stocks Under Further Downward Pressure; Sees Strong AI Capex Growth TAIPEI, June 29 (Reuters) - Yuanta Funds, the fund arm of Yuanta Financial Holding 2885.TW and one of Taiwan's biggest fund management companies, said at a briefing on Monday,
TAIWAN STOCKS ARE UNDER PRESSURE TO FALL FURTHER ON GLOBAL INFLATION CONCERNS
SEES STRONG AI DEMAND WITH NO CLOUD SERVICE PROVIDERS (CSP) CUTTING CAPEX SPENDING
SEES 2026 AI CAPEX SPENDING GROWTH RISING PAST CURRENTLY PROJECTED 30% TO 88% Y/Y
SEES 2027 AI CAPEX GROWTH AT 30% Y/Y EXCEEDING CURRENTLY PROJECTED 11%
SEES TSMC 2330.TW 2027 EARNINGS PER SHARE (EPS) AT T$130 VERSUS T$100 FOR 2026
Source text: [ID:]
Further company coverage: 2330.TW
(Reporting by Faith Hung)
((faith.hung@thomsonreuters.com;))
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