Taiwan stocks will continue to rise by 257.2 points before the customs closure in 2021, and the weekly line will have 2 reds. This week will usher in the opening of the red market in 2022. The legal person pointed out that starting the new year, the performance of large legal persons will be beneficial to boost the market in January. Before TSMC’s legal statement in mid-January, the semiconductor group and stocks with fundamentals and themes are expected to show a pattern of rising, and the index high point is not a preset position.
In the past week, foreign investment in the centralized market bought 8 billion yuan, weekly buying exceeded 48.5 billion yuan, self-employed also bought 6 yuan, only the investment letter following the big buy partially profited, selling more than 1.8 billion yuan; of which, foreign investors bought more than RMB The largest number is UMC 56,800, Innolux 53,500, Yuanta Taiwan 50 reaches 32,000, and TSMC and China Airlines also bought 30,000. In terms of amount, TSMC and UMC have received foreign investment of 18.4 billion yuan, respectively. 3.68 billion yuan is more.
The legal person believes that foreign over-buying is concentrated in the weighted stocks and semiconductor groups, which does not rule out that TSMC is expected to replicate the pattern of the early 2021 surge and drive the relevant supply chain to make a strong statement.
On the other hand, since the Labor Retirement Fund of 48 billion yuan is expected to begin to deploy more than 500 companies with CSR reports, it will help further inject capital into the water.
Yongfeng Investment Advisor analyzed that TSMC will hold the law on January 13th, saying that foreign capital has begun to cover TSMC. According to statistics, TSMC has bought over 84.8 billion yuan since late December. TSMC accounted for 30% and contributed to the December index increase. 193 points.
However, this week’s major listed companies’ December revenues will be announced successively, which will affect the trend of individual stocks. As most companies’ revenues will decline compared to the previous month, and the first quarter is usually the off-season for the industry, coupled with the decline in the number of working days during the Spring Festival, It is still necessary to pay attention to the pressure of individual stocks to retreat.
On the other hand, due to the continuous rise of the index before the 2021 customs closure, the volume and price divergence, and the deviation is large, it is not ruled that the deviation will be corrected in early January, and the selling pressure before the Lunar New Year may begin to emerge following the TSMC Law Conference.
