2023-08-19 02:10:05
The U.S. consumer production index PPI released last week was slightly higher than market expectations, and the “inflation” data has been unable to reach the target expected by the Federal Reserve. According to the latest FED meeting minutes, it is not ruled out that the next month will continue to raise interest rates , resulting in “technology” stocks with high interest rate sensitivity,NasdaqAfter the index fell below the quarterly line this week, it continued to break through the bottom.Dow Jones IndexIt was also dragged down and fell more than 700 points at one point. China’s real estate leader “Country Year” is on the verge of bankruptcy, indicating that China’s economy is slowing down, and even heading for recession. The demand for raw materials such as crude oil and natural gas will decline, and the price of raw materials will fall. ” Inflation will be under control. The latest FedWatch also shows that the probability of raising interest rates in September is only 11%. The United States will not raise interest rates.
Dow Jones IndexBacktesting the quarterly line, Taiwan stocks have already fallen below the quarterly line. After falling to around 16250 this week, there is obvious support. There will be a big rebound in technology at any time. In addition, the performance of AI stocks is still strong. Quanta hit a new high this year this week. The more you panic, the more you must be brave. Now is definitely not the time to sell stocks. No matter how pessimistic you are, it is recommended to wait for the rebound first.
The stock market reflects the future, not the present, let alone the past, so it often happens that the stock price continues to rise sharply without any reason, and when the profit is actually announced, it does not rise or even falls once morest the trend. Therefore, investing in stocks must make money , we must take advantage of the announcement of the profit, and enter the card position in advance. Nvidia will announce its latest quarterly financial report on the evening of next Wednesday, 8/23. Under the wave of AI, global technology giants Microsoft, Amazon, Facebook, Alibaba, Tencent, etc. continue to expand their investment in AI research and development. In order to develop AI, there must be a tool first, that is, the AI server. Now in addition to China and the United States, even Saudi Arabia in the Middle East is developing AI, which makes the demand for AI chips even more in short supply. It will be better than market expectations, and will drive AI-related stocks to explode once more. Next week, AI stocks can pay attention to Wiwynn (6669-TW), Qiqi (6285-TW), Jian Zhun (2421-TW), Shuotian (3617-TW), Alchip-KY(3661-TW)。
Wiwynn (6669-TW)
Cloud server manufacturers and the development of artificial intelligence have driven strong demand for servers. At present, the overall proportion of AI servers equipped with Huida GPUs has increased quarter by quarter. Customers include Microsoft, Amazon, Facebook and other first-tier international companies. , customers in the Middle East are actively deploying AI servers to add new momentum to subsequent product sales. In the first half of the year, revenue increased by 3.8% year-on-year, reaching a record high of 130.53 billion yuan. Gross profit margin and profit margin also grew simultaneously, with annual growth rates of 8.5% respectively. % and 6.1%, the first half of the year made a huge profit of more than three shares, and it is expected to continue to grow in the future. Recently, the stock price has been greatly corrected from 2145 to 1500 yuan. The stock price is still above the quarterly line. The probability of shock is high. Whether it can break through the range in the short term depends on the announcement of Huida’s financial report next week, and whether the profit exceeds market expectations.
Kaiqi (6285-TW)
A subsidiary of Wistron Group, it designs, develops and manufactures Netcom products, including RF antennas, mechanism design, system integration, and interface development. Revenue accounts for regarding 30% of revenue. Driven by the US network infrastructure, the supply ratio of major US customers continues to increase. 5G, satellites, electric vehicles/self-driving cars, etc. will drive a new wave of growth for Qiqi. Revenue in July 9.41 billion, an annual increase of 14.2%, maintained at a relatively high point. The recent stock price has not been affected by the slump of the broader market and AI stocks, and has remained stable near the monthly line. The closing price next week will close the monthly line, which may be the next opportunity for layout .
Jian Zhun (2421-TW)
Cooling fan manufacturers, affected by the temperature recovery of laptops and vehicles, are also gradually increasing their demand for servers and AI. In particular, AI servers have a high demand for fan product performance, and the unit price of corresponding products has also increased significantly. Profit and gross profit margin have increased significantly, driving the Q2 earnings per share to reach a record high of 1.72 yuan, and the fundamentals are stable. After the recent stock price fell below the monthly line, it immediately pulled back to a new high, forming a false breakout entry signal, the KD indicator also appearsgoldCross, the short-term has the opportunity to continue to challenge new highs.
Shuotian (3617-TW)
Uninterruptible power system manufacturers (UPS) have entered into the data center power management system in recent years, and entered into data center applications through North American system customers. Due to the tariff interference of products exported to the United States, the company expanded the production capacity of the Philippine factory. In addition, before the AI theme fermented, the company actively deployed cloud services, data centers and energy storage markets. Power management and power protection play an increasingly important role, driving uninterruptible power supply systems. The demand for products continues to increase. In July, the revenue was 1.11 billion, an annual increase of 8.3%, and hit a new high this year. The recent stock price is not disturbed by the market decline at all, and it is stable around the monthly line. Next week, if it holds 225 yuan, there is a chance to break through The 250 yuan integer level continues to rise and hit new highs.
Alchip- KY(3661-TW)
IC design and silicon intellectual property factories, benefited from the growth in demand for cloud factories in the United States, have driven strong demand for high-speed computing chips. The net profit per share reached a new high of 10.16 yuan. Major AI chip customers have given a fairly strong demand outlook, and shipments will gradually strengthen. The fourth quarter is also the recognized peak of entrusted design (NRE) revenue in previous years. Amazon’s cloud 3nm chip orders, revenue in the second half of the year will be better than the first half, and the annual revenue forecast has also been raised from more than 800 million US dollars to 900-950 million US dollars. Last month, Alchip became the king of new stocks in Taiwan. The battle of the king of stocks can always attract the attention of funds to enter the market. The stock price backtests the quarterly line, and there is strong support near the quarterly line. All indicators have also fallen into the overselling zone. Line 2,000 yuan integer level, the short-to-long pattern will take shape once more, driving the stock price back to the throne of the stock king!
The stock camp introduced in the 8/12 column last week (3693-TW),Quanta (2382-TW) continues to challenge new highs, Yingbang (3693-TW) continued to rise by 20% this week. The column first introduced Yingbang in the 6/10 column. At that time, the stock price was only 244 yuan, and now it has risen to 543 yuan. The band has increased by more than 120%; Quanta (2382-TW) is the leader of this wave of AI stocks, up 12% this week. Congratulations to readers, AI stocks have won once more across the board.
In addition to Yingbang, last week in my LINE@, I gave away 6 files of “Rebound Pioneer” for free, and all of them made a profit. Among them, Ding Ying (3715-TW), Golden Statue (2368-TW) has soared more than 20% across the board. What other stocks are worth paying attention to? Welcome to LINE to search keywords @gd1788, or click the link below to get the latest information on related stocks for free!
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