2024-03-23 22:20:00
2024-03-24 06:20 Economic Daily reporter Zhang Chengwen/Taipei report Schematic diagram of Taiwan stocks.Picture/File photo from United Daily News
Taiwan stocks surged in alarm, reaching a record high of 20,000 points last week, rising 2.7% for the whole week. Statistics show that 15 “legal-backed strong stocks” such as Hon Hai (2317), UMC, and Mitac each have their own niche. Since this month, they have been confirmed by domestic and foreign legal persons as overbuyers. Their stock price performance has generally outperformed the market, becoming the focus of market attention. .
According to CMoney statistics, since this month, Hon Hai, UMC, Mitac, Development Bank, World, Pucheng, Qisda, Mega Gold, Quanta, Yuanta Financial, Xinxing, Delta Electronics, Yaohua, and ASE Investment Holdings , Licheng and other 15 stocks received the most simultaneous overbuying by domestic and foreign investors. Among these stocks, electronic stocks accounted for 11 stocks, followed by financial stocks for three stocks, and transmission stocks for one stock.
This month, two high-dividend ETFs have become the focus of heated market discussions. Unified Taiwan High Interest Momentum (00939) and Yuanta Taiwan Value High Interest (00940) have raised a total amount of more than 220 billion yuan. They have recently continued to enter the market and built positions. The constituent stocks have attracted much attention. Will they follow the “tofu”, free ride or fall back? The goods have caused countless investors to examine them with a magnifying glass.
However, judging from the entry and exit targets of the three major legal entities this month, Hon Hai is the most eye-catching. Hon Hai is not among the top ten constituent stocks of 00939 and 00940, but it is the favorite target of the three major legal persons this month.
Foreign investors, investment trusts and self-operated traders simultaneously bought more than Hon Hai this month, buying more than 454,000 units in total, pushing up the stock price by 41.2% during the same period, ranking first among weighted stocks and significantly beating the weighted index’s 6.6 during the same period. % increase. Hon Hai can be said to be a beneficiary stock from the Huida GTC Conference. Since this month, both price and volume have increased, clearing away the long-term gloom.
Other AI concept stocks are also favored by domestic and foreign legal persons. In terms of semiconductors, since this month, UMC has received more than 184,000 shares from the three major legal persons, and its stock price has increased by 7.2%; Worldwide has received more than 65,000 shares from legal persons, up 21.7%; ASE Investment Holdings has received more than 29,000 shares from legal persons, with an increase of 21.7%. 14.3%; Lichengde legal person bought more than 25,000 contracts, up 25%.
In the middle and lower reaches of the electronics industry, there are MiTAC, Qisda, Quanta, Xinxing, Delta Electronics, and Yaohua. Domestic and foreign-funded legal persons bought more than 30,000 pieces this month. The stock prices rose more than they fell, with MiTAC and Yaohua rising strongly. 27% was the best, and Qisda was the weakest, falling 3.6%.
The legal person pointed out that the hot money in ETFs is pouring in. Before the unexploded volume drops, the bullish pattern remains unchanged, and Taiwan stocks are expected to reach new highs. According to the views of Li Fangguo, chairman of Uni-President Investment Consulting, and Chu Xiangsheng, chairman of Huanan Investment Consulting, the tide of funds is coming fiercely and investment sentiment remains optimistic. The market is still expected to fluctuate upward, but be careful regarding chasing higher risks. The AI group will still be the mainstream, and it can also Pay attention to the groups benefited by the policy.
Hon Hai Foreign Investment
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