Market view:
Reiterate: Negative passivation, US stocks drive Taiwan stocks to rebound, look at big and small, domestic capital dominates Q3 adoption/accounting market continues
Focus of viewing:
1.7/20 (Wed) Market trend: U.S. stocks rose sharply, Taiwan stocks jumped 200 points to break through the monthly pressure, and it was reported that Nanshan’s net worth dropped sharply. (2330-TW) 500 yuan level under pressure, the index rose 39.1 points at the end to close at 14,733.2 points, holding the monthly line, the transaction volume was 259.24 billion yuan, the foreign sales exceeded 3.45 billion yuan, the investment credit purchase exceeded 1.24 billion yuan, and the financing decreased by 600 million yuan.OTC Index + 1.04%, medium and small are stronger than the weight, and the market is released following the market https://youtu.be/jQ9svk3TCaM
2. After the US stock market: the US chip bill passed the first procedural vote in the Senate, the US stock index closed higher, Nasdaq +1.58%,half fee +2.49%、S&P500 +0.59%, TSMC ADR +0.45%,Fingering periodBack of the Pallet – 8 o’clockhalf feeStanding back on the quarterly line, U.S. stocks drive the rebound in Taiwan stocks to continue)
3. Semiconductor outlook: ASML released a financial report, new orders set a record, and Q2 net profit increased significantly, but due to the start of rapid delivery and supply chain supply constraints, the revenue was deferred, and the company will operate for the whole year. The revenue growth rate forecast has been cut in half and revised down to 10%. In 2022, demand will still exceed supply (Da Renge reminds: index stocks guide the direction of the industry, ASML also confirms that environmental variables impact end demand, consumer electronics sales slow down, HPC, Automotive demand is very strong)
4. Negative net value dragged down by Nanshan? Runtaixin (9945-TW), Runtaiquan (2915-TW) Heavy News Announcement: Net worth is indeed dragged down by Nanshan, but it will not go out of the market, and assets will be revalued (Brother Daren reminds: As I said before, this year’s life insurance has been dragged down by poor overseas investment performance, Cathay Pacific (2882-TW), Fubon Gold (2881-TW) and other financial holdings with life insurance as the main body also have the same problem, and also reiterates that Daren does not encourage the deposit of shares. In terms of stock price, the relevant stocks are just hard work and will not be listed, because there are still many financial strategies that can be used, such as asset heavy It is estimated that the bond position is only the fluctuation of the fair value of the evaluation process, but as long as there is no default, there may not be a loss when the holding expires. More operation concepts and selected stocks are shared on my Line and Telegram channels)
5. Reiterate: The negative market continues to passivate, and the US stock market drives the Taiwan stock market to continue to rebound. We are optimistic regarding the growth of small and medium-sized stocks with an optimistic outlook in the second half of the year. : Netcom, auto, TSMC beneficiary stocks and border unblocking beneficiary stocks, etc. The focus of observation is that it still needs replenishment to continue to rise.
(The author of this column is Chen Kunren, dual analyst of Moore Investment Consulting Securities and Futures)
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