2023-05-28 03:00:12
In nVidia (NVDA-US) Inspired by better-than-expected financial reports and forecasts, Taiwan stocksweighted indexLast week, it rose by 330.13 points, standing at 16,500 points, and hitting a new high since June (2022), reflecting that the long-term demand derived from AI is relatively immune to the impact of the business cycle and has become a new wave of mainstream. Among them, foreign capital bought TSMC nearly 123,000 were the most, the largest number in a single week since late January 2015, which is conducive to the reappearance of the electronic rotation market of the hen and the chick this week.
However, the legal person also reminded that even in the past 2 weeksweighted indexIt has rebounded up to 1000 points. After entering the high-end zone in the short term, the AI-related groups driven by nVidia will intensify the shock.
nVidia’s expectations for a sharp increase in orders in the second quarter far exceeded market expectations, encouraging laggard large-cap stocks and related high-priced stocks to strengthen once more. The average volume of the concentrated market reached 287 billion yuan on the 5th last week, reflecting the pattern of price growth and volume growth.
Among them, foreign capital bought over 77 billion yuan in the centralized and over-the-counter markets, which was the main driving force for the market. In contrast, investment credit only bought less than 400 million yuan, self-employed traders only bought more than 213 million yuan, and domestic capital turned to large stocks. Take profits on small and medium-sized stocks.
The main layout of foreign capital last week was TSMC (2330-TW) with nearly 123,000 sheets, the largest number in a single week since late January 2015, followed by Compal (2324-TW), Cathay Pacific Smart Electric Vehicle (00893-TW) and China Airlines (2610-TW) each exceeded 53,000, Yuanta Taiwan 50 (0050-TW)44,000 copies, Xinxing (3037-TW) 33,000 pieces, ASE Investment Holdings (3711-TW), Cathay Pacific Perpetual High Dividend (00878-TW),Quanta (2382-TW) and Acer (2353-TW) with more than 22,000 copies.
In terms of value, foreign capital bought TSMC as much as 68 billion yuan, Xinxing nearly 6 billion yuan, Yuanta Taiwan 5 billion nearly 5.5 billion yuan, ASE Investment Holdings and Quanta around 2.5 billion yuan.
The legal person believes that the theme of AI long-term development covers a wide range of electronic groups, which makes the market temporarily ignore the negative haze of short-term high inventory. It is not ruled out that this week, TSMC planted a bullish fire, and the electronic group took turns to rise, which in turn drove the market.
However, it should be noted that TSMC has released a large number of 100,000 units in a single day, and the market has entered the high-end zone in the short term, which may become more volatile. It is also necessary to pay attention to factors such as the possibility that the FOMC will raise interest rates once more in June.
Yongfeng Investment Consulting said that following 3 months of consolidation, the Taiwan stock index rushed to 16,500 points in just 2 weeks. There were two gaps in the daily K-line. Coupled with the rapid increase in volume, funds were concentrated to AI, For semiconductors, it is recommended not to be careless in operation. If there is a third gap or a large amount of 450 billion yuan, you should beware of getting out of control.
Yuanta Investment Consulting also believes that the crowding of funds into popular themes has a positive impact on the overall market technical line. However, in the process of chasing hot themes, it is recommended to pay careful attention to changes in fundamentals, so as to avoid being trapped in the original market when the tide recedes. land.
1685258804
#Taiwan #stock #wind #direction #ballThe #wave #sweeping #pressing #switch #electronic #market #Anue #tycoonTaiwan #stock #news
