Taiwan stocks rebounded led by electronics stocks, but the legal person warned that short-term attention should still be paid to inflation, interest rate hikes, and whether trading volumes have recovered. , the rebound in Taiwan stocks may be short-lived.
Ye Xianwen, manager of PGIM Prudential High Growth Fund, pointed out that the weakness of technology stocks this year is mainly due to the unresolved global variables and the relatively conservative attitude of the market towards technology stocks. It is expected that it will be difficult to see a sharp rebound in the index in the short term.
Ye Xianwen said, but as the timing advances to the second half of the year, technology stocks will welcome the industry peak season in the second half of the year, including the upcoming COMPUTEX 202224, which has been in violation for two years. In addition, the shareholders’ meeting and the dividend policy are regarding to enter an intensive period, which will help to improve the market. Vibration electronics stocks investment sentiment.
Ye Xianwen said that with the large wafer manufacturers announcing that they will raise prices next year, South Korea’s Samsung also announced price increases in the second half of the year, reflecting that the supply of key raw materials in the technology industry is still quite tight, and the leading semiconductor companies have a high degree of transferability. The market is still looking forward to the future The leader in the semiconductor industry can encourage technology stocks to rebound.
Franklin Huamei Investment Trust believes that in the short term, there will be inflation, interest rate hikes, and Shanghai’s resumption of work. The domestic market is still cautious, and the large corporate funds have withdrawn, the transaction volume can be insufficient, and the bad news needs to be digested. These are Factors that interfere with the trend of the broader market.
Franklin Huamei Investment Trust pointed out that the short-term global stock market is volatile, coupled with concerns that the Federal Reserve will raise interest rates by more than 2 yards once more in June, funds will flow out of emerging markets, so operations should be cautious, and it is recommended that short-term attention should be paid to whether the problem of inflation is effectively resolved.
Allianz Investment Trust said that in the second half of the year, it will be possible to observe which ethnic groups are accidentally killed by funds, and even the targets that are expected to increase in production capacity following the adjustment. However, as the fundamental factors of some inventory adjustments are still being digested, the inspection of fundamentals is still in progress. It may be clearer following June.
Allianz Investment Trust said that although the uncertainty is still there, returning to the fundamentals of individual stocks will be a relatively simple way to respond, rather than overselling caused by fundamentals is expected to provide better investment opportunities, but it should be noted that even if the market appears Rebound, but also need to carefully examine the possible changes in future trends.
