The U.S. Fed raised interest rates by 2 yards as expected and released a plan to shrink its balance sheet in June, but following the meeting, Fed Chairman Powell expressed a conservative attitude towards actively raising interest rates and did not actively consider the possibility of a future rate hike of 3 yards. Later, the market’s expectations for aggressive interest rate hikes were diluted. Taiwan stocks traded sideways for three days. After the United States confirmed a 2-yard rate hike in May (the uncertainty disappeared), and at the same time it was unlikely to raise interest rates by 3 yards at a time in June, the index opened high and fluctuated. red.
In the short-term, due to the experience of coping with the US Fed rate hike in March this year, some buying orders have entered the market in the past three days, so the market on 5/5 days did not see an overall surge; on the contrary, the stock price had After a period of correction, stocks with moderate turnover in chips tended to be stronger. Before the rise, there was a shuffle that has become a common phenomenon in the current strong stocks that can be manipulated, and this shuffle is not necessarily a backtest on the price. The strong stocks fall in the market, and the super-strong stocks are intraday shocks ( There will not necessarily be an obvious pullback) to account for the change of chips. If you adapt to this rhythm, you can achieve more with less effort when laying out.
Taking Fuding of MOSFET as an example, the EPS in the first quarter reached 3.53 yuan, but following this wave of stock prices appeared in the middle and late March, it first fell from 119 yuan to 87.6 yuan, and then following the bottom of 87.6 yuan, it directly The market fell, and following three days of sideways, it rose sharply for two consecutive days. In this process, the previous correction is a change of hands, and the sideways following the bottom is also a change of hands. Most of these stocks are IC design stocks that have fallen sharply. At present, due to the April revenue and the first quarter earnings release period, as long as the chips are revised to a certain extent and the performance is better than expected following the earnings report is announced, the stock price has the opportunity to rise. Wave. For example, the EPS of Zhiyuan in the first quarter is 2.7 yuan, the EPS of the first quarter of Creative is 4.07 yuan, the EPS of Shixin-KY in the first quarter is 6.32 yuan, and the EPS of Nuvoton in the first quarter is 2.87 yuan. To put it simply, stocks whose chips have changed hands recently have more room for follow-up operations due to less float.
The chip change here does not have to be a deep fall, it can also be a pullback arrangement following a high. Taking the concept of resumption of work in Shanghai mentioned many times as an example, since the market estimates that the revenue of relevant groups in April will be at the bottom, operations will gradually return to normal from May, and subsequent deferred orders will be shipped one following another, which will affect the performance. It is a short-term effect, so the Tesla supply chain tracked all the way, such as Huafu, Tongzhi, Bizlink-KY, etc., continue to be optimistic. Sure enough, the optimistic Bizlink-KY hit the daily limit and hit a new high, while Huafu also hit the daily limit, ready to challenge the previous high.
Before these two stocks became stronger, the same Bizlink-KY was revised from 320.5 yuan to 288 yuan, while Huafu was revised from 43.9 yuan to 33.4 yuan and successively retreated, which all belonged to the first step back before the attack (shuffle). , and follow-up to observe whether the rally can further spread to automotive and power stocks, such as Taiban, Guangjie, Xinshengli, etc. As for following the May 1st long holiday, as Shanghai gradually resumes work and production, the volume of goods released in the future is expected to boost the price of goods. The stock prices of Evergreen, Wanhai and Yangming of the container have also continued to rise recently. The previous pullback at the end of April was also a wash. .
On the whole, with the confirmation of the US interest rate hike in May, the market will have a window period before the Fed meeting once more in June. The interference of the US interest rate hike will be reduced. Revenue and financial reports will become the new focus of the follow-up disk, and operations should be closely observed. The stock price’s reaction to the bullish and bearish, more market opportunities can lock the Line@fan group.
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