2023-07-14 09:15:33
As expected, following the ABC correction, the market rebounded driven by the US stock market, and the structure of the rebound was as expected.Taiwan dollarRise, U.S. stocks rise, CPI, PPI rapid downward revision, short squeeze Morgan Stanley, weighted daily KD goldAfter crossing and standing on the 50 axis, the next step is to see if OTC can appear next weekgoldcross, and our Wistron (3231-TW) continued to rise following being divided into trading, and the online speech will soar CCL’s Taiyao (6274-TW) continued to rise sharply, driving Primus (8155-TW) Golden Statue (2368-TW) and even ABF’s Euphoria (3037-TW) full attack, we choose Lite-On Technology for the power supply (2301-TW) Shocked yesterday and continues to hit highs today, even Silicon Intellectual Property’s high-priced stocks are creative (3443-TW) can still hit a record high in the late trading. Wasn’t there a rumor regarding the US-China chip war a while ago? False issues created opportunities to enter the market once more.3035-TW) There is still some distance from the historical high, and today the daily limit is true, and the news of entry and exit can come to LINE@
Not only that, the VIA (2388-TW) Continuously soaring daily limit, Mitac (3706-TW) Nakasuna (1560-TW) It’s the daily limit once more, congratulations to the readers, the farglory port (5607-TW) can continue to rise following the daily limit, is there any suspicion that the market is overheating?1471-TW) China Airlines (2610-TW) EVA Air (2618-TW) Huafu (6235-TW) Wei Xun (3032-TW) Largan (3008-TW) fell sharply, is the market going to go back? All articles can be viewed as “Xu Zhaoxing Juheng Net” news, and dynamic video files can be viewed continuously every day:
The moon in foreign countries is not relatively round, and Wistron’s continuous daily limit directly slaps foreign capital in the face. Next, AMD CEO Lisa Su (Lisa Su) will come to Taiwan early to effect. As long as the market is not too bad, there will definitely be new ones. Soaring stocks, just like our wave of Huaxingguang (4979-TW) From 66 yuan to 150 yuan, the Netcom stock that took over: Mingtai (3380-TW), Zyxel Control (3704-TW) If you need someone to help you pull in and out of stocks, you can also refer to this online lecture discount:
And the online lecture AI soared: Lite-On (2301-TW) Golden Statue (2368-TW) Primus (8155-TW) Tai Optoelectronics (2383-TW) Taiyao (6274-TW) Hwaseong (1519-TW) Double Hung (3324-TW) Tomohara (3035-TW), we also open the cards one by one according to the plan, and cover stocks: Shengmao (3305-TW) is also the daily limit early in the morning, and the real-time unwinding of the market is not an followingthought: TG:
Due to the increase in the number of layers of AI server boards, the usage of solder paste will be boosted. Inventec (2356-TW) and Wistron (3231-TW) are also among the top three server customers of Shengmao. The market research agency estimates Next year, AI servers will more than double, and Shengmao is optimistic regarding the business performance brought by AI servers.
Passed the certification of Huida (NVIDIA) and applied its tin products in the manufacturing process of AI servers. Quanta (2382-TW) is the largest customer of solder paste under Shengmao, and Shengmao’s penetration rate for it has reached more than 50% , the two parties have cooperated for many years, and the solder paste has been applied to the AI server produced by Quanta. -TW) are on the list of customers, and as the AI server is regarding to be shipped in large quantities, Shengmao is optimistic regarding its operating performance.
CoWoS concept stocks came back following the shock, the main reason: TSMC is urgently increasing the production capacity of CoWoS advanced packaging, and the locations of the expansion include Zhunan, Longtan, Taichung and other places.Domestic equipment factories including Xinyun and Hongsu also have urgent orders
This wafer-level system integration platform offers a wide range of interposer sizes, HBM cube counts and package sizes. It enables interposers larger than 2x the reticle size (or regarding 1,700mm2), integrating a leading SoC die with more than four HBM2/HBM2E cubes. To put it simply, CoWoS is an advanced packaging and testing technology that can directly integrate CPU and DRAM chips on the same process, and with the evolution of the process, it can continuously reduce the line spacing of the entire chip by multiples.
Foreign capital expects that TSMC’s CoWoS annual production capacity will increase from 70,000 to 80,000 wafers by the end of 2022 to 140,000 to 150,000 wafers by the end of 2023. With the continuous expansion of production capacity, it is estimated that by the end of 2024, it will challenge the production capacity of 200,000 wafers. CoWoS concept stocks
Xin Yun (3583-TW), Wafer-level dispensing machine Wanrun (6187-TW) stormed the daily limit, ASE Investment Holdings (3711-TW) After the shock, you can also pay attention
The operation does not need to change back and forth, and there is no need to change the subject at will, and the article will not be posted every day, but if you also like[from outside to inside][from top to bottom]systematic article analysis, welcome Everyone repost this article and join “Xu Zhaoxing New Taiwan Stock Tornado”
Intraday instant unwinding is not an followingthought TG:
All article categories can come to FB community:
For overall operation and individual stock issues, you can add LINE:
Individual securities recommended by our company for analysis
No Improper Financial Interest Past Performance Does Not Guarantee Future Profit
Investors should make independent judgments, prudent assessments and take investment risks at their own risk
1689365845
#Taiwan #stock #tornadoWistron #LiteOn #high #COWOS #hard #work #Wanrun #daily #limit #target #price #Zhiyuan #cover #stocks #open #today #Anue #Tycoon
