Sky-high stocks hit new highs, the ranking pattern of billion-dollar stocks changes, and the AI wave promotes the rise of high-quality groups

Taiwan stocks迎來里程碑時刻！Server management chip leader Wistron (5274) recently surged to NT$7,315 during trading, not only becoming the first Taiwanese stock to break through the “7” digit price level and setting a new record high, but also leading the collective rise of the high-value stocks, paving a bullish red carpet for the overall stock market.

Wistron Dominates with Strength, Foreign Investors’ Target Prices Continuously Hit New Highs

Wistron performed with overwhelming momentum today, closing at the limit-up price of NT$7,315, a single-day increase of NT$665, or 10%, setting a new all-time high for individual stocks on the Taiwan Stock Exchange. Behind this rally, foreign institutional investors played a significant role. Recently, multiple foreign institutions have simultaneously raised their target prices for Wistron, with the highest reaching NT$7,600, mainly optimistic about the company’s continued gross margin improvement and steady growth in cloud server demand.

According to foreign research reports, Wistron’s EPS in 2026 is expected to challenge NT$152.29, with profit forecasts for 2026 and 2027 exceeding market consensus by 22% and 15%, respectively. Driven by three major growth engines—AI servers, data center upgrades, and the replacement cycle of traditional servers—Wistron’s leading position in BMC chips will continue to fuel long-term growth momentum.

High-Price Stocks Rise in Unison, Ranking of High-Value Stocks Reshuffled

Led by the stock king, the high-price stock group ignited today. BBU (Battery Backup System) indicator stock AES-KY (6781) also hit the daily limit-up, closing at NT$1,405. Institutional investors have been net buying for 20 consecutive trading days, reflecting their firm confidence in its performance momentum.

In the overall ranking of high-value stocks, driven by related stocks in AI servers, high-speed computing, and high-end electronic components, buying interest has surged across the board, creating a rare scene of high-priced stocks advancing together. Analysts pointed out that high-value stocks are always important indicators of a bullish market. In this wave, with Wistron’s strong stance, capital has clearly flowed back into leading companies with profit visibility and technical gold content.

Market Direction Clear, Long-term AI Demand Unaffected

Although three high-priced stocks—Chih Hung (3017), Guang Sheng (6442), and Zhi Bang (2345)—closed lower and did not follow the rally, this did not dampen market enthusiasm for high-end electronic stocks. The overall shift in the ranking of high-value stocks indicates that the market remains optimistic about the long-term prospects of the AI server industry. Capital deployment is now clearly focused on leading companies with technological barriers and profit growth potential.

A New Starting Point, the Strong Continue to Outperform

As Wistron officially broke through NT$7,000, Taiwan stocks entered a new era. Market insiders pointed out that Wistron was included in the MSCI Global Standard Index, and with high market expectations for its upcoming earnings calls and operational outlook, short-term buying interest has been actively pouring in.

Looking ahead, supported by year-end institutional portfolio adjustments, reallocation by foreign investors, and the continued surge in data center demand in 2025, the high-value electronic stock group is expected to maintain a “the strong get stronger” pattern. Wistron’s forecasted revenue for the first quarter of next year remains between NT$2.6 billion and NT$2.7 billion, a year-on-year increase of 25% to 30%. The dual engines of AI servers and general servers are worth watching and will become the most indicative mainline driving Taiwan stocks upward.