2023-09-17 11:24:22
The end-of-quarter accounting market starts. (provided by the operator)
[Reporter Zhang Huiwen/Taipei Report]The end-of-quarter book-keeping market has started! Foreign investors have returned to financial stocks. However, since September 1, Observer Investment has concentrated on electronic stocks. The first overbuyers are United Microelectronics (2303) and No. The second name is Huatong (2313).
According to statistics from CMoney, the top 10 stocks that have been bought by investors since September are almost all electronic stocks. In addition to UMC and Huatong, the order is KYEC (2449), Xinquan (3264), Dalian Lianda (3702), Jianding (3044), Acer (2353), Macronix (2337), Evergreen (2603), Qisda (2352), except Evergreen, are all electronic stocks.
If we compare the overbought stocks of investment trusts with the overbought status of foreign investors, we can find that Evergreen is also a target of foreign investors, followed by Huatong. The stocks that have been bought by both investment trusts and foreign investors have also been overbought by foreign investors since September. More than 25,000 pieces; however, investors bought and foreign investors sold Qisda, KYEC and Dalianda. Among them, foreign investors sold more than 22,000 Qisida.
Sun Chuanshu, manager of PGIM Prudential High Growth Fund, said that with the replenishment of legal persons, the electronics index has returned to the short, medium and long-term moving average. Only the electronics index still faces quarterly back pressure, but the timing has entered the fourth quarter. In the peak season effect and Driven by the end-of-quarter accounting market, the market is expected to show a bullish consolidation, and the index will gradually increase. It is expected that funds will return to the AI industry following rotation, and the AI supply chain will remain the main focus of investment in technology stocks next year.
Nomura small and medium-sized fund manager Qiu Cuixin also said that the long-term growth trend of AI remains unchanged. It is expected that the overall shipment volume will gradually increase in the fourth quarter and even the first quarter of next year. In the face of short-term shocks, it is recommended to take advantage of the stock price to pull back. The best is always the best, stay patient and weather the turbulent period.
Since September 1st, Investment Bank has focused on electronics stocks, with United Microelectronics as its first choice. (provided by the operator)
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