[Times-Taipei Electric]The countdown to 2022 is the countdown to 2022. In the past 3 years, the borders of the mainland have been unlocked. The quarantine at the entrance will be lifted on January 8 next year, which inspired the Taiwan inventories increased by more than 100 points in the intraday session. However, foreign capital continues to slip. During the gold holiday, the market continued to be controlled by domestic capital. After chasing the price and buying, it continued to be weak. Only managed to recover the 5 day line and the half year line, and the 14400 level failed. Today, foreign capital (excluding self-managed foreign investors) bought more than 3.78936 billion yuan, invested in the purchase of more than 1.18077 billion yuan, self-managed traders sold more than 464.48 million yuan, and the three major legal entities bought more than 4.505 billion yuan. Foreign capital flipped and made 2 consecutive sells, letter of investment bought super 5 days in a row, self-dealers remained on the sell side for 9 days in a row.
The European and American stock markets and oil markets are closed during the Christmas holidays, and the mainland borders will be fully unlocked on January 8 next year, which will push Asian stocks such as Japan and South Korea higher. Wang TSMC (2330) advance to the 5-day line to take the initiative. The themes of tourism, shipping and unblocking are crying out, and policy-triggered inventories of energy-saving appliances have soared and helped. One Piece took profits and the increase in the index tended to converge. the final weighted stock price index rose 43.3 points to 14328.43 points, and the transaction value increased slightly to 125.243 billion yuan.
Electronic weight stocks played a key role in supporting the market: TSMC (2330) closed as low as 457 yuan and was up only slightly 0.5 yuan, Silicon Power*-KY (6415), Realtek (2379 ), MediaTek (2545), Nanya Technology (2408), Yageo (2327) and Nandian (8046) are firmly in the red market.
IC drivers are expected to bottom out in Q1 next year, encouraging Novatek (3034) and Tianyu (4961) to close up 4%, Ruiding (3592) and Duntech (3545) followed suit, giving impetus to the overall momentum of integrated circuit design. 2363), SiChuang (8016), Genesys (6104) and Jinlike (3228) are followed by powerful projectiles.
The Government Council has launched the largest ever electricity replacement and energy saving grant, which is expected to drive a wave of replacement of old appliances next year. Energy-efficient home appliances and energy storage stocks have benefited from the policy. , Sampo (1604), Helianshuo (5283), Daya (1609), Senwei Energy (6806), Xinjing Investment Holdings (3713), Century Steel (9958) and Yongguan-KY (1589) are applauded.
The mainland has announced the cancellation of incoming nucleic acid tests and centralized quarantine from the 8th of next month. With the drastic easing of control, it is expected to usher in a wave of tourist retaliation. Shares in tourism and shipping attracted buying in early trading, and selling pressure gradually emerged by midday. Sales of aviation duo China Airlines (2610), Evergreen Airlines (2618) increased by more than 1 %, three container companies Evergreen (2603), Yangming (2609), Wanhai (2615) opened high and closed flat, Xinxing (2605), China Cabinet (2613), Taihua Investment Holdings (2636) rushed forward in unison.
Tourism stocks benefited from continued business opportunities over the holidays and on New Year’s Eve. The index once hit a high of more than 4 1/2 years. Tourism stocks have welcomed the unlocked business opportunities. Wufu (2745), Shanfu (2743), Yifei (2734) , Phoenix (5706) Sprinkle flowers to welcome guests, restaurants and restaurants – KY (2723), Luk Fook (2705), Huayuan (2702) and Wangpin (2727) they are very popular.
Biotech stocks rallied in the near term, and individual stocks exhibited polarized performances. Pharmaceuticals Sinochem (1701), Yubo (4106), Nam Kwong (1752) and Shengda (1720) fell by more than half of their limit in the intraday session, benefiting from the unblocking of mainland China Luo Lifen-KY (6666) beauty group lights up the daily limit, Jorden-KY (4190), Lai Fung-KY (4137) and other Dangdang waters.
Taiwan stocks are encouraged by the unlocking of the mainland border, advancing to the 5-day line and the half-year line. However, the trading volume may be frozen to test the long-term resistance of the bulls. For now, we will consider as a bounce pattern and we will recommend short-term trades with range limits. The legal entity pointed out that foreign capital is on vacation and there is not much room for electronic weight stocks. The transfer of funds into small and medium-sized stocks can continue until before the lunar calendar. it should still shrink in volume and price gain. Stocks in the non-electronics group that lagged relatively far were the main ones.
In 2022, the closing countdown and foreign capital on vacation, KGI Investment Consulting said that Taiwan’s stocks have fallen into a volume reduction pattern, and there is the possibility of creating a short-term fund and securities technically strong. Guopiao Investment Consulting said that, driven by improved operations and favorable quotations, solar energy and plasticizing groups are expected to become the focus of the market, and the short-term performance is worth noting. (edited by: Long Cailin)
