2023-06-04 09:37:53
Foreign capital has bought more than 200 billion yuan in the past 3 weeks, madly replenishing TSMC. (provided by the operator)
[Reporter Zhang Huiwen/Taipei Report]Foreign investors admitted their mistakes and frantically covered up. In the past 3 weeks, they have bought more than 200 billion yuan in Taiwan stocks. The number one buy is TSMC (2330)! According to the statistics of CMoney, TSMC is the first foreign investor with more than 220,000 tickets, and China Airlines (2610) is the second place with nearly 200,000 tickets.
After careful analysis, among the top ten foreign capital buyers, electricity, gold, and traditional production are almost all laid out. In addition to TSMC and China Airlines, Compal (2324), Winbond (2344), Evergreen (2618), Quanta (2382), Jade Mountain Gold (2884), Acer (2353), Changyin (2801), Unicom (3037) The number of over-buys ranged from 50,000 to 130,000.
Sun Chuanshu, manager of PGIM Prudential’s high-growth fund, said that the semiconductor market was affected by the global economy’s inflationary disturbances and prolonged inventory adjustments, which caused leading wafer manufacturers to revise down their semiconductor recession and annual financial forecasts in 2023, but the main focus is on In the first half of the year, the inventory adjustment expanded the impact. In fact, the view on the recovery of the semiconductor industry in the second half of the year remained unchanged; It happened 3 times. It is expected that following the destocking of the leading wafer manufacturers this time, the previous bullish trend can also be replicated, further boosting the performance of Taiwan stocks in the second half of the year.
Xie Wenxiong, manager of Nomura e-Technology Fund, said that TrendForce predicts that the compound growth rate of AI will reach more than 10% in 2022-2026, and the corresponding IP/ASIC, cooling, server foundries and other related stocks are expected to benefit , Even if the economic recession is still a hidden worry in 2024, leading global technology companies have unanimously stated that they will increase AI-related capital expenditures. From the perspective of new technological changes, the future growth prospects of AI are still great.
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