Insights

With the vigorous development of big data applications and cloud computing, Cloud Service Providers (CSPs) are actively constructing data centers, driving growth in the server market. Especially after OpenAI launched ChatGPT, opportunities in the GenAI sector have flourished, sparking a wave of AI infrastructure development. AI servers, in particular, have seen significant hardware improvements compared to normal servers, even adopting new technologies that increase integration and testing complexity. Some assembly factories, leveraging their technical expertise, have successfully tapped into the AI boom, opening up a new growth opportunity for the EMS (Electronic Manufacturing Services) industry.

In recent years, as the stock prices of popular AI companies continue to reach new highs, investors are increasingly focused not only on these companies' operational status but also on the trading behavior of their insiders. Company insiders have more information compared to external investors, giving them an informational advantage when trading the company's stock.

During Jensen Huang's speech at National Taiwan University, he revealed a list of NVIDIA's business partners in Taiwan, which led to the viral spread of the term "the world's strongest AI ETF". What impact did this announcement have on the stocks of these business partners? We will use TEJAPI to calculate the Sharpe ratio to determine whether the effect was positive or negative. Additionally, we will visualize the observed results.

For students who want to use TQuant Lab, in addition to the original GitHub installation tutorial, we now offer a faster and simpler way to use it directly on Google Colab. The tutorial on running TQuant Lab in Google Colab eliminates the need to set up a virtual environment, significantly lowering the barrier to entry.

In recent times, there has been a global surge in AI, with Taiwan's electronics industry attracting a lot of interest from institutional investors due to its comprehensive supply chain. In addition to trading stocks through conventional methods on stock exchange markets, investors can also utilize block trading offered by exchanges for transactions exceeding a fixed amount.

Joseph Piotroski's F-score strategy, based on evaluating 9 financial conditions, helps investors gain insights into a company's profitability, safety, and growth potential. This article uses TQuant Lab to construct the F-score strategy, helping investors gain deeper insights into the investment benefits that the F-score can offer.

Since 2020, Taiwan’s passive components industry has faced challenges due to intensified competition between the US and China, the impact of the COVID-19 pandemic, and the Russo-Ukrainian war. However, despite these difficulties, both YAGEO (2327.TW) and Walsin Technology (2492.TW) have strategically leveraged different types of mergers and acquisitions to enhance their products, technologies, markets, and customer base. As a result, their revenues and scale have continued to grow. Additionally, with the rise of applications like electric vehicles, 5G/6G internet, and AI-driven products, Taiwanese manufacturers are seizing opportunities across various domains.

This article will utilize the Stock Exchange's provided 7 financial information indicators and explore their correlation with stock price counter-indicators using the TEJ API.

Over the past two decades, trend-following has been a successful trading strategy used by many fund managers, professional traders, and global macro hedge funds to profit in global futures markets. Recently, the application of trend following strategies to stocks has gained significant attention, with a surge in published research and articles. Increasingly, literature suggests that the trend effects observed in futures markets can similarly apply to stock markets.