Taiwan stocks closed down 128.83 points or 0.83% on the 28th, closing at 15701.48 points, with a turnover of 214.665 billion yuan. The market has fallen below the 5-day line, but stood above the 10-line line. Market experts believe that Taiwan stocks are still facing a high-end pullback. Back to the pressure of shocks, the selling pressure before the holidays should be the heaviest today, and the trend of large-cap stocks will rotate, with AI, green energy and electric vehicles as the key stocks before and following the holiday.
Securities analyst Huang Hancheng said that in the trend of stock rotation, today’s tourism-related stocks should be the focus of market buying.
The performance of the US stock market data at the close this morning was not ideal, and the four major indexes all closed in the dark, and the closingDow Jones IndexIt fell 37.83 points, or 0.12%, to close at 32,394.25.NasdaqThe index fell 52.76 points, or 0.45 percent, to close at 11,716.08.S&P 500 IndexIt fell 6.26 points, or 0.16%, to close at 3,971.27.Philadelphia SemiconductorThe index fell 26.31 points, or 0.85%, to close at 3,057.27 points.
However, TSMC ADR (TSM-US) up 0.17%.
At present, global consumer electronics is still in the stage of destocking, and it is in the off-season of the market. The Taiwanese stocks that legal persons pay attention to include domestic consumption, biotechnology and medical care, military industry, aerospace, green energy and energy storage, etc., but Cathay Pacific Jian Boyi, assistant director of the Securities and Futures Advisory Office, pointed out that there may be selling pressure for credit settlement at the end of the quarter for many stocks that have risen, which is quite unfavorable in terms of chips. However, the development of Taiwan stocks is mainly dominated by themes of ethnic groups, but whether the market volume can recover is an important key to whether Taiwan stocks can rebound strongly in the future.
As far as the market information is concerned, the smart city exhibition is launched, Datong (2371-TW) The power energy business has achieved another success. The general manager of the subsidiary Datong Smart Huang Yunwei said that it has become the leading electric vehicle manufacturer Tesla (TSLA-US) qualified construction manufacturers of charging piles, built more than 500 last year, and the construction volume has increased by more than 3 times this year, including the most orders. In addition, the solar and energy storage construction projects continue to advance, and the revenue is expected to grow by another 50% this year.
Panel factory AUO (2409-TW) Chairman Peng Shuanglang said on the 28th that the prosperity of the panel industry in the second half of 2023 will be better than that in the first half of the year. At present, it seems that the financial crisis of European and American banks has not caused a systemic impact.
PCB factory Primus (8155-TW) In the past (2022) year, the following-tax net profit reached a record high of 556 million yuan, an annual increase of 42.33%, and the net profit per share reached 11.17 yuan. The highest in the process plant.
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