未知机构：核心指数表现收于31-20260203

Summary of Conference Call Records Industry Overview - The core indices showed a decline, with the weighted index losing momentum below 32,000 points primarily due to investor liquidation [1][2] - TSMC remained flat, while other large-cap stocks underperformed the index, including MediaTek down 3.1%, Delta Electronics down 3.7%, Hon Hai down 2.7%, and Yageo down 7% [2] Market Commentary - Foreign capital feedback indicated no panic selling in the market, with sentiment remaining relatively stable despite regional and overnight markets not stabilizing from declines [2] - The market is still focused on buying opportunities [2] - Momentum sectors experienced multiple limit-downs, including Nanya Technology (-10%), Phison Electronics (-10%), Winbond Electronics (-10%), and Global Unichip (-10%) [2] - Non-tech sectors also failed to act as safe havens [2] - Today's trading volume significantly decreased compared to the January surge, with market turnover down from the previous day [2] Key Stock Movements - GCE (2368) increased by 0.7%, ZhiBang (2345) rose by 2.2%, and EMC (2383) gained 2.3%, attributed to Amazon's upcoming earnings report which is expected to positively impact the supply chain related to the next-generation Trainium chips [2] - QiQi (2313) rose by 1.8%, supported by strong sentiment in the low Earth orbit satellite (LEO) and SpaceX supply chain [3] - UMT (3491) surged by 9.1%, nearing a limit-up, due to management's announcement of accelerated satellite launch plans and strong R&D investment, with both companies being market leaders in their respective component fields [3]