Although the pressure on the US Federal Reserve to raise interest rates may be greater than market expectations, last week when the broader market was driven by the bullish momentum of individual stocks,weighted indexIt continued to rise by 104.63 points, with 2 reds in a row for the week. According to statistics, as many as 25 listed counter stocks have risen by more than 20% in the past week. The legal person believes that as the US interest rate rises and the negative passivation, the market will continue to focus on high-yield themes and recovery prospects. Driven by domestic capital, the offensive of “following horses to run, dancing to dance, and stocks to speculate” has shown a trend of picking stocks but not the market.
Last week, foreign capital sold 4 consecutively, whileNew Taiwan dollarIt has been depreciated for 4 weeks, and the market is led by domestic investors. Shouxin has bought 10 consecutively.
In fact, since the opening of the year of the rabbit, Touxin has only been sold for 2 trading days. At the same time, financing has increased by 5 consecutively, showing that the willingness of real households to increase their positions is gradually strengthening. Therefore, the legal person expects that at least there will be a wave of The quarterly end of the quarter for the account market.
Over the past 3 days, foreign capital sold over 66,500 shares, Cathay Pacific High Dividend Investment 59,000 shares, First Gold and Sinosteel nearly 30,000 shares, FH FTSE Real Estate and Taiwan Cement more than 25,000 shares, development Gold 24,000, EVA Air and Shin Kong Gold both exceeded 20,000.
However, foreign capital repurchased nearly 38,000 units of Mega Shin Kong R1, 29,000 units of Winbond, 23,000 units of UMC, 17,000 units of Evergreen, more than 13,000 units of Yangming and Qijiekou Brant Zheng 2, and more than 13,000 units of KYEC , AUO and Xinxing each exceeded 11,000 copies.
Among those actively entering the market are Innolux with 12,600, and UMC, ASE Investment Holdings, PSMC, Kaifa, Dewei, Nandian and TSMC each with more than 1,000.
This week continues to be in the period of intensive financial report release, and many major manufacturers will hold legal presentations, including CyberLink, Dewei, Crystal Technology, Delta Electronics, Qisda, Yuantai, Zhonglei, ASRock, Hanxiang and Nanya Branch, etc., affect the market outlook.
Yongfeng Investment Consulting pointed out that from the forecast of FedWatch, the capital market’s original optimistic expectation of the Federal Reserve’s rate hike slowdown has completely disappeared. However, the four major US stock indexes rose together last Friday, and the stock market did not panic. Has passed the bearish test.
From the perspective of Taiwan stocks, it is seen that the bulls have advanced step by step and have stood firm at 15,600 points, and the short-term moving average has also been sorted out in the horizontal arrangement, reaching a neat long-term arrangement of the short-term and medium-term moving averages. Yongfeng Investment Consulting is expected to break through the market this week , It is not ruled out to look at 15800 points, but the offensive of various stocks will not continue, showing a pattern of succession and rotation.
