Mercado
Setores
Fundamentos
Participação e fluxos
Mercado
Setores
Fundamentos
Participação e fluxos
Ações de AI
AI stocks, as used on this page, are the AI server supply chain: companies that assemble AI servers and racks for cloud data centers, plus makers of chassis, slide rails and other parts. A lista da Blave de 2026-10 tem 12 ações, cada uma com motivo e fontes públicas.
Retorno 20D
-12.56%
TAIEX TR -10.23%
Estrangeiros 20D
+55.6
100M TWD · 5/12 com compra líquida+0.7 sem 鴻海
Fundos 20D
+45.1
100M TWD
Estado (20D)
Acumulando
+759.5 vs. 20D anteriores
Índice do tema AI
Entre para ver o gráfico de 3 anos
Já tem conta? Entrar
Lista vigente
Reconstruído com a lista de 2026-10
Índice TAIEX de retorno total
Receita mensal das ações de AI
Quais ações de Taiwan são do tema AI?
| Ação | Setor | Motivo da inclusão | 20D | ROE | Var. participação estrangeira | Também em | Fontes |
|---|---|---|---|---|---|---|---|
| 2317鴻海 Outros Eletrônicos |
Outros Eletrônicos | Assembles AI servers and racks; cloud and networking products were 48% of Q1 2026 revenue (company slides), and the chairman puts its global AI server share at about 40% | -1.02% | — | — | — | Hon Hai investor conference slides, 2026-05-14Liberty Times Finance, 2026-03-17, report on AI rack shipments at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenueEconomic Daily News, 2026-05-10, report on AI server makers' capex |
| 2382廣達 Computadores e Periféricos |
Computadores e Periféricos | Assembles AI servers (GB200/GB300 racks); the company targeted AI servers at about 70% of 2025 server revenue | -7.45% | — | — | — | Liberty Times Finance, 2025-08-12, report on AI server revenue share at the earnings callEconomic Daily News, 2026-05-10, report on AI server makers' capexCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 3231緯創 Computadores e Periféricos |
Computadores e Periféricos | Assembles GPU and ASIC AI servers; company slides put AI at 78% of 1H 2026 revenue | -7.91% | — | — | — | Wistron investor conference slides, 2026-08-04Economic Daily News, 2026-05-10, report on AI server makers' capexTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 6669緯穎 Computadores e Periféricos |
Computadores e Periféricos | Builds cloud data center servers and ships Amazon Trainium ASIC AI servers; analysts cited in the press expect Trainium to exceed 50% of 2H 2026 revenue and AMD rack shipments to rise | -26.15% | — | — | — | Commercial Times, 2025-07-10, report on monthly revenue and AI server shipmentsEconomic Daily News, 2026-07-21, report on a broker note on ASIC serversTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 2356英業達 Computadores e Periféricos |
Computadores e Periféricos | Assembles AI servers; management expected double-digit QoQ growth in Q2 2026 AI server shipments and plans to double 2026 capex from just over US$500 million to more than US$1 billion | -11.88% | — | — | — | TVBS News, 2026-04-14, report on AI server makers' Q1 revenueEconomic Daily News, 2026-05-10, report on AI server makers' capex |
| 2376技嘉 Computadores e Periféricos |
Computadores e Periféricos | GPU servers and GB300 NVL72 racks (in production per company slides); demand from neocloud customers is rising, and servers are about 80% of revenue (Oct 2026 report) | -14.33% | — | — | — | Gigabyte investor conference slides, 2026-05-15Liberty Times Finance, 2026-10-05, report on its AI server businessCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 2357華碩 Computadores e Periféricos |
Computadores e Periféricos | Ships GB200/GB300 AI servers, which company slides list as a high-growth business; analysts cited in the press expect servers to pass 30% of 2026 revenue | -7.68% | — | — | — | ASUS investor conference slides, 2026-08-12Anue (cnyes), 2026-04-19, report on PC brands' server outlookTVBS News, 2026-04-14, report on AI server makers' Q1 revenueCommercial Times, 2025-10-27, report on GB300 rack shipments |
| 2324仁寶 Computadores e Periféricos |
Computadores e Periféricos | Contract-manufactures AI servers; AI servers were 70-80% of server revenue in Q2 2026, and the company targets servers at 10% of 2026 revenue | -14.89% | — | — | — | Compal investor conference slides, 2026-08-13Liberty Times Finance, 2026-08-14, report on AI servers at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 4938和碩 Computadores e Periféricos |
Computadores e Periféricos | Assembles GB-series AI servers; management says it is confident of hitting its target of 10x AI server shipment growth in 2026, and a new US plant was slated for trial production (Mar 2026 report) | -2.44% | — | — | — | Liberty Times Finance, 2026-08-13, report on AI server shipments at the earnings callCommercial Times, 2026-03-11, report on monthly revenue and AI server outlookLiberty Times Finance, 2026-07-10, report on monthly revenue and AI server business |
| 2059川湖 Peças/Componentes Eletrônicos |
Peças/Componentes Eletrônicos | Makes server rails (slide rails) used in AI server racks | -17.49% | — | — | — | King Slide investor conference slides, 2026-08-07Economic Daily News, 2026-05-08, report on quarterly results and monthly revenueCommercial Times, 2025-12-12, report on server slide rails |
| 8210勤誠 Computadores e Periféricos |
Computadores e Periféricos | Makes server chassis and has extended into racks and liquid cooling; at its Mar 2026 earnings call it expected racks to reach 10%+ of revenue | -29.50% | — | — | — | Chenbro investor conference slides, 2026-09-04Commercial Times, 2026-03-12, report on capex at the earnings callTVBS News, 2026-04-14, report on AI server makers' Q1 revenue |
| 6805富世達 Peças/Componentes Eletrônicos |
Peças/Componentes Eletrônicos | Makes AI server slide rails and liquid-cooling quick disconnects | -9.69% | — | — | Thermal Management | Commercial Times, 2026-08-05, report on product lines and expansion at the earnings callCentral News Agency (via Economic Daily News), 2026-04-07, report on monthly revenueCommercial Times, 2025-12-12, report on server slide rails |
Sobre o indicador
Definição
Grupos de ações classificados por tema, e não por setor.
- Índice temático: componentes com pesos iguais, dividendos incluídos (preços ajustados), rebalanceado no primeiro dia útil de cada mês e sempre que uma nova lista entra em vigor.
- A compra líquida institucional é a soma dos componentes.
- As listas são montadas todo mês. Para entrar, a empresa precisa de ao menos duas fontes públicas mostrando produtos ou receita no tema, e cada uma traz uma frase de motivo e a fonte; não usamos recomendações de consultorias nem artigos de “listas de ações temáticas”. As listas antigas são mantidas, não sobrescritas.
- O trecho anterior à entrada em vigor da lista de 2026-10 é reconstruído com a lista de 2026-10 e desenhado em linha cinza tracejada.
Fonte
Listas montadas pela Blave, TWSE, TPEx
Atenção
Fazer backtest do passado com a lista de hoje superestima os resultados; use a lista vigente de cada mês.
Temas relacionados
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