The four major U.S. stock indexes fell, and U.S. stocks fell into short-term short-term pressure. As the February CPI will be announced this week, it is expected that the market will continue to fall into a wait-and-see situation. With domestic and foreign funds falling simultaneously, and large electronic stocks, small and medium-sized stocks jointly shutting down, the short-term market will be in shock.
The hawkish forces of the Federal Reserve have made a comeback, and the Silicon Valley Bank of the United States has been regulated, dragging down the continuous decline of US stocks, includingDow Jones IndexIt fell 4.44% for the week, the worst weekly performance since June (2022), and the S&P fell 4.55% for the week,That fingerThe weekly drop was as high as 4.71%.
The weakening of U.S. stocks has also dragged down Taiwan stocks, and Li Yongnian, an analyst at Inspiration Investment Consulting, said that the continued decline in U.S. stocks has increased the downward pressure on Taiwan stocks.Counter Buy IndexIt can be seen that the decline exceeds the listing.
Li Yongnian believes that, judging from the current situation, the prerequisite for attracting local capital to return and Taiwan stocks to stabilize is that U.S. stocks should stop falling and stabilize.
The Taiwan stock team of Allianz Investment Trust said that the worst period of fundamentals fell in the first half of this year. Therefore, as the time sequence gets closer to April, the market volatility will increase, and many stock prices have already responded to the majority. Profit-taking selling pressure.
The Taiwan stock team of Allianz Investment Trust reminds that the market rotation may be relatively fast in the future, and the fast rotation also means high volatility. At present, we are optimistic regarding stocks that have lagged behind and have not yet made up for the increase, including containers and shipping. Combined with the theme of yield rate , It is expected that there will be a supplementary market.
Sun Chuanshu, manager of PGIM Prudential’s high-growth fund, pointed out that judging from the US economic data, the Fed is still under great pressure to raise interest rates, which greatly increases the probability of raising interest rates by two yards in March. It is expected that interest rate hikes and inflation are still the current impact An important key to global investment sentiment. It is expected that the global stock market, including Taiwan stocks, will have to wait until the FOMC meeting results are announced on the 22nd before the trend becomes clearer.
In terms of stock selection, Sun Chuanshu believes that due to the short-term impact of U.S. stocks, some technology stocks have deviated greatly. It is recommended that investors should invest in stocks with better fundamentals when they fall. Stocks can be locked in semiconductors, servers, key electronic components, EV, energy, tourism, and China’s unblocking beneficiary stocks.
In addition, recently various companies have held board meetings one following another to decide on dividend distribution. It is expected that before the Federal Reserve’s interest rate hike trend has not stopped, high dividend stocks have the advantage of resisting the environment of interest rate hikes.
