Qianjin Stock Relay Performance: Signal Fire Breaks 7-figure Mark, Igniting AI Server Bullish Momentum

Taiwan stocks, under the boost of the AI wave, are ushering in a brilliant moment for high-priced stock groups. Leading server management chip manufacturer 信驊 (5274) today surged strongly to hit the daily limit, with the stock price soaring to 7,315 NT dollars, breaking the 7-digit mark for the first time, and setting a new record high in Taiwan stock history. More notably, this rally is not just a single stock performance but has driven the entire thousand-dollar stock camp to fully activate, including BBU system leader AES-KY (6781), which also hit the daily limit at 1,405 NT dollars. The high-priced electronics sector is forming a rare joint upward trend.

Foreign Investment Enthusiasm 信驊 Outlook Bright

信驊’s rise to the 7-digit territory is backed by strong support from foreign institutional investors. Several foreign investors have simultaneously raised their target prices, with the highest reaching 7,600 NT dollars. While optimistic about the company’s continuous improvement in gross profit margin, demand for cloud servers remains steady and growing.

According to foreign research reports, 信驊’s EPS in 2026 is expected to challenge 152.29 NT dollars, over 20% higher than market consensus. Looking ahead to profit forecasts for 2026 and 2027, foreign investors’ valuation estimates are respectively 15% to 22% higher than market expectations. These figures fully reflect institutional confidence in its future operational prospects.

Three major engines support 信驊’s long-term growth: the rapid expansion of AI server demand, the upgrade wave of data center equipment, and the replacement cycle of traditional servers. These three forces are advancing simultaneously. As the absolute leader in the BMC chips market, 信驊’s leading position in this industry upgrade is unshakable.

The Rotation of the Four Thousand-Dollar Stocks and Reallocation of Funds

信驊’s strong performance has opened up imagination space for the entire high-priced stock camp. Led by AES-KY, the thousand-dollar stock group has risen accordingly. Continuous net buying by institutional investors for 20 trading days demonstrates their confidence in these high-value stocks.

However, it is worth noting that stocks like 奇鋐 (3017), 光聖 (6442), and 智邦 (2345) still closed lower today, showing a trend of market stock selection becoming more refined. Institutions point out that thousand-dollar stocks have always been key indicators in a bullish market. The current capital flow clearly favors leading companies with profit visibility and substantial technical value, indicating that investors’ long-term demand for the AI industry remains fervent.

A New Era Begins, Taiwan Stocks’ New Highs Expected

信驊 entering the 7-digit group has significant implications for Taiwan stocks. Its recent inclusion in the MSCI Global Standard Index further elevates its status in international investment portfolios. Coupled with high market expectations for its upcoming earnings calls and operational outlook, short-term buying interest has surged, and the stock price is poised for new highs.

Looking ahead, factors such as year-end institutional portfolio adjustments, reallocation by foreign investors, and the continued rise in data center demand in 2025, all contribute to a bullish outlook. The high-priced electronics group is expected to maintain a “the strong get stronger” trend and continue to be a core driver of Taiwan stock market gains.

信驊’s revenue forecast for the first quarter of next year is 26 to 27 billion NT dollars, with an annual growth rate of 25% to 30%. The dual-driven growth of AI servers and traditional servers has already taken shape. This growth trajectory will bring new imagination space to Taiwan stocks.