2024-01-15 00:03:11
The presidential election ended last Saturday (13th), and the Taiwan stock market will return to fundamentals. The legal person believes that in the short term, we need to pay attention to the impact of foreign exchange losses in the fourth quarter of last year and the traditional off-season effect in the first quarter of this year, which may affect the short-term trend of backstage stock selection. However, we are still optimistic regarding the semiconductor industry in the long term.
Looking back at the performance of Taiwanese stocks last Friday (12th), Taiwanese stocks opened low and fluctuated, once falling below 17,500 points. During the session, the market once turned red thanks to the support of shipping and AI groups, but the pursuit of prices was unable to withstand the selling pressure, and ended up falling 32.49 points. It closed at 17512.83 points.stage periodIn night trading, it rose slightly by 5 points or 0.03%, closing at 17,492 points.
The legal person believes that in the short term, the first quarter is the traditional off-season, and the Taiwan stock market lacks fundamental positive news, and the fourth quarter of last yearNew Taiwan DollarStrongly rose to 30.735, and foreign exchange losses may affect corporate profits. However, in the medium and long term, since the three parties have a high degree of consensus on improving the competitiveness of the technology industry, the “Crystal Taiwan Plan” will be the focus of external attention, and they are optimistic regarding semiconductor, IC design, network communication and AI-related industries.
This Thursday (18th) TSMC will hold a press conference, which will become the focus of the market this week. It is worth paying attention to whether TSMC can release positive news and stimulate stock price performance, further driving the rebound of the Taiwan stock market. In addition, the market continues to observe the direction of U.S. interest rate policy, which will also affect the performance of Taiwan stocks.
The major U.S. stock indexes had mixed gains and losses on Friday.Dow Jones Indexfell 118.04 points or 0.31% to close at 37592.98 points;NasdaqThe index rose 2.58 points or 0.02% to close at 14972.76 points;S&P 500 Indexrose 3.59 points or 0.08% to close at 4783.83 points; whilePhiladelphia SemiconductorThe index fell 14.57 points or 0.38% to close at 4052.42 points.
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