The closure of Shanghai and Kunshan in China has been extended, and the market is worried that it will further impact the supply chain of Taiwan factories. The electronics community of Taiwan stocks is rumbling today (11), and weight stocks such as wafer giants fell to the ground. Finance and transmission production also weakened.weighted indexIt ended down 236 points and closed at 17,048 points, with a transaction value of 299.5 billion yuan. The three major legal persons sold a total of over 40.566 billion yuan, of which foreign capital continued to withdraw 34 billion yuan.
Observing the changes in the capital of the three major legal persons today, foreign capital slashed 34.041 billion yuan, which is 5 consecutive sales; Iowan added more than 1.516 billion yuan, which is 8 consecutive buys; self-operated traders also rarely sold 8.039 billion yuan. The three legal persons sold a total of over 40.566 billion yuan.
The epidemic situation in China is severe, and the closure order of Kunshan, an important town of Taiwanese electronics industry, has been extended to the 12th. It is difficult to resume work even on the eve of the May Day holiday. PCB, connector, Netcom and other industries bear the brunt, and the legal person is worried that it will impact the second quarter financial forecast target of relevant Taiwan factories After the achievement, the PCB group is under selling pressure today, especially the ABF carrier board Sanxiong, Nandian, Xinxing fell 7-8%, Jingshuo fell by nearly half, and others include Dingying, Huatong, Taiwan Optoelectronics, Jingchengke , Jialianyi and other declines are quite heavy.
The two giants of the wafer fell to the ground, TSMC (2330-TW) shares fell more than 1%, closing at the lowest price of 558 yuan at the end, and the market value fell to 14.47 trillion yuan; UMC fell below the 50 yuan barrier due to the news that the mature wafer foundry process was frozen, and ended down 3.6%, closing at 48.2 yuan, a record high. New lows in the past 1 year; electronic weight stocks such as Yageo, Delta, Realtek, Largan, AUO, ASE Investment and Control are all under heavy selling pressure.
The group of passive components was rumbling, and the stock price of Yageo, a leading domestic manufacturer, fell 3.6%, and fell below the 400 yuan level, hitting a new low in 1 year and 5 months. Huarong’s decline was heavy; IC design was also attacked, and Jinghao Technology fell to the limit. Holtek, Nuvoton, Zhiyuan, AsiaInfo, Phison, Huaxun, and Genesys all fell by more than half the limit.
However, the biotech group continued to be supported by buying, including Baoling Fujin, Sinochem, Arnold & Nova, Quanyu Bio-KY, ABC-KY, Taibo, Shenghuake, etc., all of which turned on the daily limit; The prices of potash fertilizers and urea have soared, and agricultural and gold concept stocks have also become bullish indicators on the disk.