TSMC's long-term investment value is evident, and the stock price has stopped falling

After experiencing the largest single-day drop in 16 years and falling below the 900 yuan mark due to the impact of US tariff policy, the long-term investment value of TSMC's stock price has gradually emerged. As the decline of US ADRs converges, the market expects TSMC to stop falling and rebound in the Taiwan stock market today, and close with a long lower shadow to show support strength.

In terms of intraday performance, TSMC opened at NT$797 due to selling pressure, down NT$51, or 6.01%, from the previous day, but then rebounded strongly to return to the NT$800 mark, reaching a high of NT$816, demonstrating buying power.

Analysts pointed out that based on TSMC's estimated net earnings per share of nearly NT$56 this year, if the stock price falls back below NT$1,000, the price-to-earnings ratio will enter the sweet spot for long-term investment.

Especially when 120,000 limit-down sell orders could not be released the previous day, although the stock still faced a selling pressure test today, it briefly dropped below NT$800 at the beginning of the session, and even reached the "7-digit" price. However, it was regarded as a rare opportunity for market value layout, and it is expected to attract institutional investors to increase their investment and provide support for the stock price to bottom out.

During this wave of adjustments, TSMC's leading position and technological advantages have not been shaken, and long-term investors are waiting for opportunities to make investments, indicating that the market's confidence in its long-term profitability and industry status remains firm.