Taiwan stocks fall below 43K, Bitcoin stagnates! U.S. airstrikes on Iran push up oil prices, May CPI hits a three-year high

Last night, the U.S. stock market plummeted, dragging the Taiwan stock index below 43k points. TSMC filled its dividend in 24 seconds. The Iran-U.S. war intensified, and the U.S. May CPI hit a three-year high, impacting the market. Bitcoin remains sideways around $62,000.

Taiwan stocks break 43K, U.S. stocks close lower, Bitcoin remains sideways

The military conflict between the U.S. and Iran has escalated again, coupled with the U.S. May Consumer Price Index (CPI) hitting a three-year high. The four major U.S. stock indices all closed sharply lower last night. The Taiwan stock market continued its decline at opening today (6/11), falling below 43,000 points.

Meanwhile, Bitcoin's price remains sideways around $62,000, with a clear decrease in correlation to traditional assets.

Taiwan stocks open lower, TSMC dividend ex-dividend becomes focus

Affected by the significant decline in U.S. stocks and a 4.48% drop in TSMC's ADR, the Taiwan stock market opened today under strong bearish pressure.

The Taiwan Weighted Index opened at 43,172.21 points and immediately faced volatility. Around 9:50 AM, it dropped to 42,992.42 points, down 233.12 points, a 0.54% decrease, breaking the 43,000-point mark during the session.

The focus of today’s market is on the performance of electronic blue-chip stocks. TSMC is paying its Q4 2025 cash dividend ex-dividend today, with a payout of NT$6.00003573 per share, totaling NT$43k.

Although TSMC opened down NT$10, buying interest quickly surged, and it took only 24 seconds to fill the dividend, setting a record of 22 times for filling the dividend on the ex-dividend day.

At 9:50 AM, TSMC was quoted at NT$2,245, down NT$10 from the previous closing price, a 0.44% decline. Other blue-chip stocks like MediaTek and Quanta also showed weak performance at the open.

Iran-U.S. war expands, CPI hits three-year high, Trump remains calm

According to BBC reports, after the U.S. military launched a new wave of attacks, the Iranian Islamic Revolutionary Guard Corps claimed to have attacked ships in the Hormuz Strait. U.S. Central Command stated that these self-defense strikes were in response to Iran's aggression and emphasized that commercial ships continue to transit the strait.

Expectations of escalating conflict pushed international oil prices higher, with Brent crude rising above $95 per barrel. West Texas Intermediate (WTI) futures also increased by nearly 3%, reaching around $92 per barrel.

On the economic data front, the U.S. May CPI year-over-year increase reached 4.2%, the highest in nearly three years. However, core inflation, excluding food and energy prices, was below market expectations, indicating that energy prices remain the main driver of overall inflation.

CNBC reports that U.S. President Donald Trump stated in an interview that he likes inflation and predicts that prices will drop significantly after the Iran war ends. He also claimed that the U.S. is seizing millions of barrels of oil every night, which is why oil prices stay around $85 per barrel, and he forecasted more aggressive attacks on Iran.

Capital rotation continues, Bitcoin shows resilience

While both U.S. stocks and gold declined, Bitcoin still tried to stay above the flat line, oscillating roughly between $61,800 and $62,400. Gold prices fell more than 4%, down to $4,109 per ounce.

According to CoinDesk, market analysis indicates recent signs of capital rotation.

Tech giant Oracle announced plans to raise $40 billion for AI capital expenditure, and Elon Musk’s SpaceX is preparing for an IPO, attracting significant market funds.

In Taiwan, the Economic Daily reports that institutional investors believe that although Taiwan stocks face valuation corrections and foreign capital adjustments in the short term, the growth trend of the AI industry remains unchanged.

U.S. market analysts also observe that investors are shifting funds out of tech stocks into healthcare, finance, and energy sectors to avoid recent volatility in technology stocks.

This content is compiled by Crypto Agent from various sources, reviewed and edited by Crypto City. It is still in training, so there may be logical biases or informational errors. The content is for reference only and should not be considered investment advice.