[Times-Taipei Electric]The US Federal Reserve (Fed) has a tough stance on raising interest rates. The retail sales data in November is not good. The market is worried regarding the future economic recession. %; Taiwan stock ADR closed lower. In addition, the European, British and Swiss central banks simultaneously raised interest rates by 2 yards and hinted that further interest rate hikes will not be ruled out in the future, and the market atmosphere is more dignified. The international central bank “raised first to win people”, and the Chinese central bank also raised interest rates by half a yard without raising the standard. This year’s GDP is hopeless at 3. On Friday, Taiwan stocks fell 179.92 points at the opening to 14554.21 points when the fundamentals weakened. TSMC ( 2330) opened low by 14 yuan and led the decline. In the early trading, it once broke through the 14,500 integer level. Shipping and biotechnology ignited support, and finally fell 205.58 points or 1.4%, closing at 14,528.55 points, falling below the short-term average and monthly line; It is the largest amount in one month. It fell 176.88 points or 1.2% this week, and Zhou K was black for two consecutive days.
Today, foreign capital (excluding self-operated foreign investors) sold over 15.76509 billion yuan, investment credits sold over 169.7 million yuan, proprietary traders sold over 6.40851 billion yuan, and the three major legal persons sold over 22.19 billion yuan. Foreign investors withdrew 16.936 billion yuan on the 2nd; this week, the cumulative sales exceeded 18.587 billion yuan; this month, the cumulative sales exceeded 22.799 billion yuan. Touxin resold oversell today, and self-operated traders expanded their oversells.
On Thursday, Feiban plummeted more than 4%, and TSMC’s ADR fell 2.46%. Taiwan’s semiconductor stocks performed weakly today, and stocks closed down 1.93%. Weight stocks were killed by short sellers, Shuangwang TSMC and Largan (3008) fell nearly 2%; MediaTek (2454) was downgraded by foreign investors and its target price, and its stock price fell 3% in response. Panel double tiger AUO (2409), Innolux (3481) and ABF substrate indicators Nandian (8046) and Xinxing (3037) all lost to selling pressure. On the contrary, UMC (2303) turned red in late trading, while Hon Hai (2317) and PSMC (6770) fell by less than 1%.
On Thursday, the BDI index surged more than 9%, encouraging shipping stocks to close higher. Wan Hai (2615) led the way with a surge of more than 8%, followed by China National Aviation Corporation (2612), which rose nearly 6%. Taiwan Hua Investment Holdings (2636), Evergreen ( 2603) rose more than 4%, Yangming (2609) rose nearly 4%, Siweihang (5608), Taiwan Airlines (2617), and Huiyang-KY (2637) rose by 1% to 2%. The unblocking of mainland China triggered a wave of drug rush, and bulls turned to some biomedical stocks. Taiyao (4746) pulled 2 daily limit, Sinochem (1701) rose by 7%, Sinochem (1762) rose by more than 4%, Xinghui (1734), Ever Trusty (3705) rose more than 1%. Over-the-counter Songrui Pharmaceutical (4167) and Johnson & Johnson (4747) reached the top, while Jianya (4130) and Yide (6461) rose by more than 8% to 9%.
Lunyuan Investment Consulting pointed out that since the weighted index is below the monthly line, it shows that the mid-term consolidation of Taiwan stocks continues, and at this stage, the adjustment of individual stocks is the main one. On the whole, the current international market is quite weak, and with the large domestic investors staying on the sidelines, there is no need to rush into contrarian stocks in operations, and one should wait for the market to vent its panic selling pressure before operating.
Guopiao Investment Consulting said that in addition to the exposure of the new round of interest rate hikes by central banks, new quarterly adjustments to the Taiwan 50 Index, Taiwan High Dividend and other new quarterly constituent stocks are imminent. For the trend of Taiwan stocks, it is advisable to pay more attention to relevant information and respond immediately. Furthermore, as the time sequence approached the end of the year, group stocks were launched one following another, and investment trust began to deploy production stocks. Relevant stocks are expected to become the target of the year-end account and continue to focus. (Editor: Liao Xiaoqiao)
