Taiwan dollarThis week, the devaluation was more than 3 horns, and the “31-character” mark is close at hand,Taiwan dollarIt is easy to depreciate and difficult to rise, and the continuous withdrawal of funds is not conducive to the performance of Taiwan stocks. Therefore, when the difficulty of stock selection increases,New Taiwan DollarDevaluation stocks have attracted much attention, and five major groups such as legal person naming semiconductor equipment can be paid attention to.
Earlier this year,New Taiwan DollarStill in a strong situation, but as soon as the Russian-Ukrainian war started on February 24,New Taiwan DollarThe exchange rate once morest the US dollar jumped from 27 to 28, and because of the pressure of inflation and interest rate hikes, the US dollar rose strongly.New Taiwan DollarIt went downhill all the way.
New Taiwan DollarAlthough the exchange rate once morest the US dollar ended the trend of depreciation for 5 consecutive trading days on the 8th, it ended at 30.895 yuan, an appreciation of 3.3 points, and did not move closer to the 31 yuan level; but if you look at it in a single week,New Taiwan DollarAfter the exchange rate depreciated by 3.7 points last week, it continued to depreciate by 3.07 points this week, and the pressure of depreciation still exists.
Liu Kunxi, chairman of Shin Kong Investment Trust, said that the United States will announce the CPI price index next week, and it is estimated that it will still be above 8%. The US Federal Reserve’s attitude towards high inflation is very clear, that is, it will continue to raise interest rates, and this policy may continue for a period of time. time, with high interest rates,New Taiwan Dollar“Easy to degrade, hard to rise”.
However, the Fed will hold a public operating committee meeting on September 21. From now on, it will be a quiet period before the meeting. Members are not allowed to express any views and opinions to the outside world. Market interference and noise will be reduced, and short-termNew Taiwan DollarAnd Taiwan stocks are expected to gain breathing space.
But overall,New Taiwan DollarIt is still in a partial depreciation pattern, even if the decline is stopped, it is “replacing the decline with the disk”.New Taiwan DollarDevaluation is beneficial to industries with a high proportion of export sales, including: “semiconductor equipment, industrial computers, Netcom, printed circuit boards, auto parts” and other five major groups are worthy of attention. In addition, the decline in financing is greater than the decline in the Taiwan stock index, which is a bargain-hunting layout for Taiwan stocksgoldExpect.
