Sky-high stocks break through the 7-figure mark, the Four Thousand Gold Ladies take the opportunity to soar and open a new pattern

Taiwan stocks hit another milestone on the 28th! Leading server management chipmaker Signal-Hi (5274) surged strongly during trading, breaking through the 7-figure mark and locking in a limit-up at 7,315 NT dollars. It became the first stock in Taiwan to break the “7-figure” high-price level, gaining 665 NT dollars in a single day, a 10% increase, setting a new record high for the stock. This rally not only symbolizes an industry boom but also drives the entire “Four Thousand Gold” group to take off across the board, unveiling a high-priced stock investment feast for the market.

Foreign Investors Continue to Increase Holdings, Target Price Rises to 7,600 NT Dollars

Behind Signal-Hi’s strong performance today, the active bullish outlook from foreign institutional investors cannot be overlooked. Recently, multiple foreign funds have simultaneously raised their target prices, with the highest estimate reaching 7,600 NT dollars, mainly based on optimistic expectations of the company’s fundamentals. Foreign research teams pointed out that Signal-Hi’s gross margin is expected to continue improving, and demand for cloud servers remains steady and growing.

According to foreign forecasts, Signal-Hi has a high chance of challenging an EPS of 152.29 NT dollars in 2026, with profits in 2026 and 2027 exceeding market consensus by 22% and 15%, respectively. As AI servers, data center upgrades, and the replacement cycle of traditional servers drive three major growth engines simultaneously, Signal-Hi’s leadership in BMC chips will continue to boost long-term growth momentum.

The “Four Thousand Gold” Group Responds in Unison, High-Price Stocks Flourish

Led by the stock king, the high-price stock group launched today in full force. The indicator stock AES-KY (6781) for BBU (Battery Backup System) also surged and hit the limit-up, closing at 1,405 NT dollars. Buying from institutional investors has continued for 20 consecutive trading days, showing strong confidence in its future growth momentum.

The entire “Four Thousand Gold” group, driven by stocks related to AI servers, high-speed computing chips, and high-end electronic components, has seen a clear increase in buying interest, forming a rare scene of high-priced stocks interacting actively. Although stocks like Qihong (3017), Guangsheng (6442), and Zhibang (2345) closed lower, this did not weaken the market’s enthusiasm for leading high-priced stocks.

Capital Flows Shift Toward Leading Companies

Analysts believe that the “Four Thousand Gold” stocks have always been a barometer of bullish markets. With Signal-Hi’s strong breakthrough, capital has clearly flowed back into leading companies with visible profitability and technological moats, reflecting the market’s firm confidence in long-term AI demand. This phenomenon indicates that the “the strong get stronger” market pattern is gradually being established.

Market Outlook, Year-End Rally in the Making

As Signal-Hi officially surpasses the 7,000 NT dollar mark, Taiwan stocks enter a new valuation phase. With Signal-Hi included in the MSCI Global Standard Index and market expectations for its year-end earnings report and operational outlook, short-term buying continues to pour in.

Looking toward the end of the year and 2025, driven by year-end institutional profit-taking, reallocation by foreign investors, and sustained growth in data center demand, the high-priced “Four Thousand Gold” group is expected to maintain its strength, becoming a key indicator to boost Taiwan stocks. Signal-Hi’s forecasted revenue for the first quarter remains between 2.6 billion and 2.7 billion NT dollars, indicating a growth potential of 25% to 30% year-over-year, with dual engines of AI servers and general-purpose servers worth watching.