2023-11-25 01:40:04
Taiwan stocks rose once more this week, with four consecutive red lines on the weekly chart, and are only 178 points away from the previous high of 17,463 points.Counter buying indexThis week has hit a new high this year, with the small and medium-sized index taking the lead in breaking through, and next week Taiwan stocksweighted indexWhen can we climb higher once more? This must be a question on the minds of most investors.
With the defeat of the Blue and White alliance and the withdrawal of Hon Hai founder Terry Gou, the election campaign has officially entered a three-legged situation, and the presidential election is less than two months away. Analyst Chen Kunren of Moore Investment Consulting pointed out that during the next election, There will be a certain amount of support for the market, so there is no need to worry regarding the Taiwan stock market pulling back too much. However, the so-called market support does not mean being foolishly pulled up high and being dumped, but it means accurately controlling the market and protecting the market from falling. Don’t pull or lift.
Analyst Chen Kunren pointed out that the focus of the next operation will still be on small and medium-sized stocks. There is not much room for the index to continue to rise. The recommended operation method is still to look at the big and the small. For example, the smartphone industry has seen a clear bottoming signal, market research organization Counterpoint pointed out , global smartphone sales resumed growth in October and will continue to rise this quarter, led by MediaTek (2454-TW) continues to strengthen this week, driving the same group’s AsiaInfo (3169-TW), Dafa (6526-TW), Jingxinke (6533-TW) and other stocks are stronger.
In addition, analyst Chen Kunren pointed out that as the blue and white alliance breaks through, policy-benefiting stocks will be the focus of attention on the market in the future. In the direction, attention can be paid to the three major groups, military industry, green energy, and biotechnology. Currently, they are all government Focus on the direction of investment.
As the government’s defense budget increases year by year, military industry stocks have also experienced half a year of correction. Many stocks have gradually bottomed out. Hanxiang (2634-TW) started to rise in volume on Friday. Although it was slightly pulled back by the quarterly counter-pressure, investment confidence also entered the market at the bottom, and the chips gradually became stronger. AirAsia (2630-TW), Baoyi (8222-TW) On Friday, it hit the daily limit with volume and regained all moving averages, which are all targets to watch out for next week.
In terms of green energy, green energy is also one of the industries in forward-looking infrastructure construction. The government took the lead in announcing an investment of 900 billion yuan in nine years, thus attracting 4 trillion yuan of private funds to follow up. On Friday, many stocks also fell following many days of consolidation. Bottoms have been hit one following another. For individual stocks, you can pay attention to ZTE (1513-TW), Hwaseong (1519-TW), Alex (1514-TW), Lay’s Green Energy (1529-TW) and other stocks.
Finally, in terms of the biotech community, the government has recently actively promoted the development of Taiwan’s biotech medical industry, which has now been included in the 5+2 industrial innovation R&D plan. It will comprehensively focus on strengthening talents, funds, intellectual property, regulations, resources, and topic selection. We will start from six major aspects to improve the innovation efficiency of the biomedical industry. For related stocks, you can pay attention to GIA (3176-TW), Baorui (6472-TW), unity(4743-TW), Zhongtian (4128TW) and other related stocks.
Due to the rapid rotation of stocks at this stage, if you want to be updated immediately on the immediate changes in the biotechnology, military, and green energy industries next week, you can follow analyst Chen Kunren’s LINE@fan group
Please join Chen Kunren LINE official account:
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Source of article: Analyst Chen Kunren of Moore Investment Consulting
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