Taiwan stocks tumbled today (22) and fell below the 10,008 and quarterly lines. Zhang Xi, chairman of the Investment Trust Investment Advisory Board, said that high profits and high yields will become the downside protection for Taiwan stocks. Looking for a good buying point, and also a good selling point for oil prices.
The Russian-Ukrainian crisis is imminent, and Russia has indeed sent troops. The outside world is worried regarding whether the outlook for Taiwan stocks will change. Zhang Xi said that the economic trend will not change, but there will be turbulence in short-term psychology and oil prices. The worst case is the Russian invasion of Kerry in 2014. Taking Mia as an example, oil prices rose to the highest level, and finally plummeted, so even if Russia and Ukraine went to war, it would only be an event with short-term impact.
Zhang Xi said that the trend has not changed. 5G drives the rise of technology, including AIoT, AI, electric vehicles, metaverse, and low-orbit satellites. ESG is also an important trend. Whether it is the Russian-Ukrainian conflict or the Omicron virus, it is a short-term event. Over time.
Zhang Xi took Apple’s first smartphone as an example. Even following the 2008 financial tsunami and the subsequent European debt crisis, Apple’s stock price rose 50 times last year. Trend is the most important force. Fluctuations in the middle of the tube.
Zhang Xi further pointed out that Taiwan’s profitability in the past two years shows that Taiwan’s supply chain plays a very important role. The (PE) is not high, and as soon as the market is over, some people will want to go in and make stable investments.
Regarding the downturn in TSMC’s share price, Zhang Xi said that TSMC has disclosed a large amount of capital expenditures. This year’s revenue will grow by 20-25%, and it will also maintain a high profit situation. These public information shows that the fundamentals are good, so don’t worry too much.
Taiwan stocks fell below 10,008 today, and the quarterly line fell. The next level of support has also attracted much attention. Zhang Xi said that there is no need to preset a low point. Companies will announce their dividend distribution status one following another, and will also slowly enter last year’s financial report. , are protective subjects.
As for whether to maintain the high point of Taiwan stocks at 20,000 points, Zhang Xi said, don’t talk regarding points, but overall, the trend is favorable for Taiwan, and the downside has support. Taiwan stocks can enter the market when they are low. The attitude remains the same, always the same.
Speaking of the US interest rate hike, Zhang Xi said that he expects to raise interest rates by 4 yards, and it will advance at a rate of 1 yards per quarter, so the expected impact is limited.
