2023-07-09 09:00:07
The Federal Reserve is full of eagles, US stocks are showing weakness, and Taiwan stocks are also breaking the monthly line under the pressure of capital withdrawal. Touxin believes that under the adjustment of corporate chips, the index will fall, and the downside will seek support from the quarterly line of 16,300 points.
The unexpectedly strong U.S. non-agricultural data added confidence to the Federal Reserve’s continued interest rate hikes. The four major U.S. stock indexes closed in the black for the week. Selling exceeded 78.971 billion yuan. It closed at 16664.21 points on the 7th.
Sun Chuanshu, fund manager of PGIM Prudential Technology Island, said that the United States has once once more been affected by interest rate hikes recently, and Taiwan stocks have also been affected.weighted indexIt fell below the monthly line this week, looking for support at 16,300 points on the quarterly line.
Sun Chuanshu explained that compared with the more concentrated market and the over-the-counter market, it is judged that the Fed may still raise interest rates by 1 to 2 yards in the second half of this year, plusweighted indexThe evaluation is not as cheap as it was when it fell before. As foreign capital turns to wait and see in the short term, there may be profit-taking selling pressure in the short term. expressive space.
The Taiwan stock team of Allianz Investment Trust reminded that the multi-group group has obviously become the center of pressure to be adjusted. High-priced stocks are relatively under pressure. Short-term funds are shifted to small and medium-sized stocks. Waiting for the heavyweight financial report of the second quarter and the industry outlook information for the second half of the year that will be announced one following another.
The Taiwan stock team of Allianz Investment Trust said that due to the slowdown of inflation rate hikes this year and the demand for generative AI, the recovery of individual stock evaluations is ahead of the recovery of profits. It is expected that if there is a shock adjustment in the July financial report season in the second half of the year, it will also provide a long-term layout time point. Although the evaluation of Taiwan stocks has been greatly improved, the market outlook can still be expected through active stock selection.
On the whole, Taiwan’s technology stocks partially responded to the expectation of economic recovery in advance, but semiconductor inventories are still being depleted, but the fundamentals are already at the bottom of the economic cycle. If any good news is released in the future, it will be beneficial to inject market confidence; , the demand for consumer electronics is still sluggish, and the market outlook remains to be seen.
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