Despite the recession in the U.S. economy, the U.S. Commerce Department announced that the final value of gross domestic product (GDP) in the second quarter was down 0.6% from the same period last year, marking two consecutive quarters of recession, but the job market data remained healthy, with the U.S. claiming unemployment at the beginning of last week The number of gold members continued to decline to 193,000, a 5-month low, which was lower than market expectations. Investors believed that this data was equivalent to giving the Fed a bargaining chip to raise interest rates aggressively. At the same time, in public talks this week, Fed officials generally Expressing a stance once morest inflation and revealing that there is still a lot of work to be done to reduce inflation, the US stock market is still under great pressure.
Taiwan stocks, which failed to resist in many ways, weakened in weight stocks on 9/30. TSMC and UMC hit lower lows one following another, and the index hit a new low. The intraday low reached 13274 points, and it fell 109 points at the end to close at 13424 points. , the daily K line closed with a cross, while the weekly K line closed with a medium and long black K that fell below the low point in July. As for the monthly K line, it also closed with a medium and long black K. After the moon sunrise in August, the moon sunset immediately followed in September. , which is equivalent to long and short repeated, unfinished sorting.If we look at the broader market from futures, it has been mentioned that the market led by the bears has been mentioned for several days.stage, opened directly low in early trading on 9/30, with a minimum of 13298 points, and then showed a low-grade circling, and the trend was still bearish. On the short-term side, it has recently been mentioned that the market will also test the platform consolidation area from August to October 2020. The position is probably around 12900~13000 points, because this position is the nearest chip change area. , there is a certain support force. At present, the higher pressure area is around 15,000~15,100 points. Since this place is the neckline position, it is easy to have selling pressure when it rebounds to this place. Therefore, for the time being, we will look at the market in the range of 13,000 to 15,000 points, and the closer to 13,000, the more positive it will be.
It is only mentioned that the market is the sum of individual stocks, and individual stocks will not all bottom at the same time as the market; therefore, even if the market is still bottoming, some stocks will launch a counterattack in advance, or even hit new highs. For example, Jianqi, which has been optimistic all the way, has entered the supply chain of charging stations in Europe and the United States. The follow-up operations are optimistic and the market recognition is high. Of course, the stock price will lead and hit a high. As for the semiconductor equipment Huajingdian, the optical communication’s Skycom, and the security monitoring’s Shengrui, due to their different themes, they attracted buying and their stock prices also reached new highs in the band. In the future, we should observe these high-yielding stocks or the pre-challenge high-level stocks. Whether the potential can spread to the same ethnic group. Taking the above as an example, it is to observe whether the charging station (electric vehicle) groups such as Tingxin, Hengyao, and System Electric, semiconductor equipment groups such as Ruiyun and Jiadeng, and optical communication groups such as Zhongda and Huaxingguang have any stocks to follow up. attack. As for TSMC and UMC, which are the two giants of the wafer industry, they are still exploring low levels, but some IC design stocks have tried to stabilize, such as Lizhi, Xinhua, Genesys, Faraday, Maoda, etc. To further counter-attack, the weekly line of the relevant stocks should be able to show a weekly-level sunrise signal.
In addition, I mentioned earlier that with the opening of the country in October, it is not only beneficial to airlines, travel agencies, and hotel companies, but also domestic catering companies are expected to welcome more tourists, and the performance has room for imagination. Hua, Asian Tibetan Sushi and other stock prices have hit highs one following another.At present, because airlines, travel agencies, restaurants, and domestic catering have generally risen for a round, with the realization of the opening up, it is normal for some chips to take profits. Follow-up observation of pan-tourism concept stocks with low popularity and low growth, such as Laoyezhi, Lili Will there be more buying orders in stores, Yadu, Xianglin, Haiwan, Xintiandi, etc., and more market opportunities can be locked in Line@fan group
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