[Times-Taipei Electric]The countdown to 2022 is counting down to 2022. In the past 3 years, the borders of the mainland have been unblocked. The entry quarantine will be canceled on January 8 next year, which has inspired Taiwan stocks to surge by more than 100 points in the intraday session. However, foreign capital is still letting go. During the holiday of gold, the market continued to be controlled by domestic capital. After chasing the price and buying, it continued to be weak. It only succeeded in recovering the 5-day line and the half-year line, and the 14400 level failed. Today, foreign capital (excluding self-operated foreign investors) bought over 3.78936 billion yuan, invested in buying over 1.18077 billion yuan, self-operated traders sold over 464.48 million yuan, and the three major legal entities bought over 4.505 billion yuan. Foreign capital turned over and ended 2 consecutive sells, investment letter bought super for 5 days in a row, self-employed traders stood on the sell side for 9 days in a row.
European and American stock markets and oil markets are closed during the Christmas holiday, and the borders of the mainland will be fully unblocked on January 8 next year. This will drive up Asian stocks such as Japan and South Korea. Wang TSMC (2330) advances to the 5-day line to take the lead. Tourism, shipping, and unblocking themes are shouting, and energy-saving electrical appliances stocks ignited by policies have soared and assisted. One Piece took profits, and the index’s rise tended to converge. The final weighted stock price index rose 43.3 points to 14328.43 points, and the transaction value slightly increased to 125.243 billion yuan.
Electronic weight stocks played a key role in supporting the market. TSMC (2330) closed at a minimum of 457 yuan and only slightly rose 0.5 yuan. Silicon Power*-KY (6415), Realtek (2379), MediaTek (2545), Nanya Technology (2408), Yageo (2327), and Nandian (8046) are firmly in the red market.
Driver ICs are expected to bottom out in Q1 next year, encouraging Novatek (3034) and Tianyu (4961) to close 4% higher. Ruiding (3592) and Duntech (3545) followed suit, boosting the overall momentum of IC design. SiS (2363), SiChuang (8016), Genesys (6104), and Jinlike (3228) followed up with strong bullets.
The Government Council launched the largest-ever subsidy for electricity replacement and energy conservation, which is expected to drive a wave of replacement of old home appliances next year. Electric appliances and energy-saving energy storage stocks benefited from the policy. Huaxin (1605), Sampo (1604), Helianshuo (5283), Daya (1609), Senwei Energy (6806), Xinjing Investment Holdings (3713), Century Steel (9958), and Yongguan-KY (1589) stocks rose to applause.
The mainland announced the cancellation of entry nucleic acid testing and centralized quarantine from the 8th of next month. With the drastic loosening of control, it is expected to usher in a retaliatory tourism wave. Tourism and shipping stocks attracted buying in the early trading, and the selling pressure gradually came out at midday. The aviation duo China Airlines (2610), Evergreen Airlines (2618) sales rose by more than 1%, three container companies Evergreen (2603), Yangming (2609), Wanhai (2615) opened high and closed flat, Xinxing (2605), China Cabinet (2613), Taihua Investment Holdings (2636) rushed forward in unison.
Sightseeing stocks benefited from continuous holidays and New Year’s Eve business opportunities. The index once hit a high of more than 4 and a half years. Tourism stocks welcomed the unblocking business opportunities. Wufu (2745), Shanfu (2743), Yifei (2734), Phoenix (5706) Sprinkle flowers to welcome guests, restaurants and restaurants – KY (2723), Luk Fook (2705), Huayuan (2702), and Wang Pin (2727) are very popular.
Biotechnology stocks rose in the short term, and individual stocks showed polarized performance. Pharmaceutical stocks Sinochem (1701), Yubo (4106), Nam Kwong (1752), and Shengda (1720) fell by more than half their limit in the intraday session, benefiting from the unblocking of mainland China The beauty group Luo Lifen-KY (6666) lights up the daily limit, Jorden-KY (4190), Lai Fung-KY (4137) and other water Dangdang.
Taiwan stocks are encouraged by the unblocking of the mainland border, advancing to the 5-day line and the half-year line. However, the trading volume can be frozen to test the long-term endurance of the bulls. For the time being, we will regard it as a rebound pattern and recommend short-term range-bound operations. The legal person pointed out that foreign capital is on vacation, and there is not much room for electronic weight stocks. The transfer of funds into small and medium-sized stocks may continue until before the lunar calendar. The closed week is still expected to shrink in volume and increase in price. The non-electronic group stocks that rose relatively behind were the main ones.
In 2022, the closing countdown and foreign capital going on vacation, KGI Investment Consulting said that Taiwan stocks have fallen into a pattern of shrinking volumes, and there is a chance to brew a short-term bottom. And technically strong stocks. Guopiao Investment Consulting said that driven by improved operations and favorable quotations, solar energy and plasticizing groups are expected to become the focus of market attention, and the short-term performance is worth noting. (Editor: Long Cailin)
