2023-06-27 00:00:05
Recently, U.S. Federal Reserve Chairman Jerome Powell said that it is unrealistic for the market to expect a rate cut, because the inflation problem is more persistent than expected. In order to combat inflation, he reiterated that further interest rate hikes are needed to curb inflation. Two more interest rate hikes this year are reasonable. “Good forecast” gave the market a hawkish view. On Monday, Taiwan stocks reflected the decline of US stocks during the consecutive holidays, and made up for the decline following the consecutive holidays. The index fell 143 points at the end, closing at 17059 points, and the K line closed in black. From futures to observe the market,stageDirectly break the lower edge of the original range, and let the market range move down to 16667~16984 and oscillate around. On the first trading day following the Dragon Boat Festival, you can see the phenomenon of the short side expressing its position. Here we will first observe whether the multi-side can resist at the lower edge of the box . In the short term, on the first day following the festival, the index immediately fell below the 10-day moving average, and the strong pattern since mid-May was destroyed. This not only affects the multi-party atmosphere of the market, but also affects the willingness of legal persons and groups to make accounts. From upward pull to downward settlement, only a few stocks (Especially those with less gains in this wave) have bucked the trend and resisted falling, and the stock price has continued to rise. Among them, old group stocks such as Datong, Hon Hai, and Yongfeng Yu have relatively limited gains, and at the same time they have stock futures, which can help the rise and fall, and this year also catches on hot topics, such as Datong on charging piles and energy storage. Hon Hai has taken advantage of AI and electric vehicles, and Yongfeng Yu has taken advantage of carbon rights and smart retail. Recently, there have been buying orders, pushing up the stock price further.
It was mentioned last week that as the stock price of the pan-AI supply chain rises to a certain level, there will be some profit-making selling pressure, and the entire rising process will present a stepped upward attack. Sure enough, AI server companies such as Gigabyte, Quanta, Wistron, and Inventec, etc., immediately retreated and consolidated. The stock prices failed to rise further and entered high-end volatility. Recently, as the application of AI has become more and more widespread, countries around the world have also paid attention to the issue of AI regulation; US President Biden also talked regarding the possible risks of AI to national security and the economy in talks with technology leaders a few days ago, trying to cool down the recently hot AI industry . Just looking back at any industry that can develop, it is often that the industry develops first, and then the regulation catches up. Therefore, these regulations are normal phenomena, which represent that the scale of the industry is growing further, and it is necessary to continue to track it. Of course, due to the accumulation of a certain degree of short-term gains, it is normal for some funds to take profits. It is inevitable to sell first to keep the profit and keep the profit to make the performance in the first half of the year look good. Wait until the end of June to establish a new position for Q3.
At present, the AI supply chain is still in rotation. The stock price of Chuanhu, which is optimistic regarding the slide rail, has risen once more. Antec of power supplies and Mitac of servers have also surged. Guangming, which has business opportunities in robots, and Dingtian, which is rushing to attack AI camera lenses and advanced driver assistance systems, etc., the stock price also hit the daily limit, and the funds were actively ignited. As for the electric vehicle supply chain (including charging piles), such as Shengquan, which cuts into automotive chips, and the whole Taiwan of charging pile panels, the stock prices have also risen, so we can continue to pay attention. In addition, the biotech stocks that have been sorted out for a long time, as the traditional biotech month in July will start, the follow-up themes are good, such as Johnson & Johnson, Zhongtian, Jianqiao, Yubo and other stock prices have also been bought and ignited, and the endurance can be observed. For more panel opportunities, you can lock Line@粉丝团.
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