US Stock Daily KD goldCross, the four major indexes continued to rise across the board, U.S. retail sales rose 0.3% in November, better than expected, and major global central banks kept interest rates unchanged.Dow Jones、half feeBoth hit record highs, making the Taiwan stock market open extremely strong today. Unfortunately, due to the Friday effect and the adjustment of the FTSE index, it once again opened higher and lower. And tonight, with the four witches per share, many investors are afraid that the index will Many people will be afraid of another massive shock, but in fact, as long asTaiwan dollarIf it continues to strengthen, the market will continue to rise, and the rotation trend is obvious. Electronic indicator stocks: Wang Shixin (3661-TW) pullback and popular stock Silicon Systems (2363-TW) Yesterday’s daily limit was hit today, resulting in a weak momentum for electronic stocks. However, electronic stocks are still mainstream. Broadcom, Micron, and Supermicro in the US stock market continue to rise. As long as steel does not rise next week, Netcom and memory concept stocks will appear again. Opportunity, all articles can be searched for “Xu Zhaoxing Juheng Network” news. To learn how to operate, be sure to watch it every day:
After AMD released its new products last week, someone came to help us testify with the information that Mr. Xu shared with his investment friends! The concept stocks in this information are all the tips for soaring stocks this week, except for Inventec, which has transformed from foundry to IP (2356-TW)3 days 2 and a half, semiconductor packaging and testing factory Licheng (6239-TW) The band is high, connector factory Jiaze (3533-TW) Lock the daily limit and become the 12th daughter. If you plan in advance, you can grasp the rising point of the stock price, so that your funds can multiply and grow 1+1+1, and lead your investment friends to have a happy New Year. Join directly[goldTen Thousand Liang to Welcome the Customs Closing】Year-end Bounty Project:
The inventory adjustment of semiconductors is coming to an end, the end consumer market demand has also recovered, and the demand for applications such as AI and high-performance computing continues to rise, and the operation of the silicon wafer industry has also cleared up. Taiwan Sembcorp (3532-TW) operations have bottomed out, with revenue of 1.35 billion yuan in November and a monthly increase of 23.1%. The stock price of silicon wafer fabs has been rising recently. The high yield has attracted an influx of high-dividend ETF buyers, with strong buying support. , the stock price lights up today.
Global Crystal (6488-TW) Revenue in November was 5.243 billion yuan, a monthly increase of 3.08%. Industry players believe that after semiconductor demand recovers and inventories return to normal, silicon wafer shipments will increase by 8.5% year-on-year in 2024, returning to a positive growth track, and in AI, Driven by HPC, 5G, automotive and industrial applications, silicon wafer rebound momentum will continue until 2026.
Zhongmei Jing from the same ethnic group (5483-TW), Han Lei (3707-TW), Jiajing (3016-TW) also have an increase of 2~4% today. Teacher Xu has compiled a comparison table for investment friends. Come directly to my line@:
Capital seesaws, the steel market has woken up, benefiting from the rising prices of steel raw materials such as coal and iron, China Steel (2002-TW) announced new prices for January and the first quarter of next year. All seven categories of steel products have increased, with prices raised by 500 to 800 yuan per metric ton. It has officially been announced that the bottom of the global steel market has passed. Liu Minxiong, vice president of Sinosteel Business, is optimistic about the two major benefits. , there is a high chance that Europe and the United States will cut interest rates next year.dollar indexIf the war between Russia, Ukraine and Israel-Palestine ends, the topic of post-war reconstruction will come to the fore. It is expected that the steel market will have “steady price growth and stable volume” next year. However, the steel stocks that have hit the daily limit today will be higher than the previous day. The daily trading volume is less than a hundred, and today they all surged and even hit the daily limit. Investors are reminded to pay attention to the trading volume of these stocks next week.
Silicon Intellectual Property is closed today, Yishixin (3661-TW) is the indicator, creativity (3443-TW) Tomohara (3035-TW(M31)6643-TW) Aipu (6531-TW) Yasukuni (8054-TW) There will be a shock next week, where can I buy it? Taiwanese stocks cannot live without AI. Memory concept stocks are rising, air freight prices are rising sharply, ADATA (3260-TW) opened higher and then went lower. Yesterday (14th), it proactively announced that the pre-tax profit for the first eleven months of this year was 1.705 billion yuan, exceeding the total pre-tax profit for the whole of last year. Research agency Gartne estimates that the global memory industry’s operating income in 2024 will be 1.705 billion yuan. Revenue is expected to increase by 66.3% year-on-year; in addition, niche IC design factory Jinghaoke (3006-TW) also rose by 2.23% today. As memory prices plummeted last year and rebounded this year, there has been no mention of inventory depreciation losses this year. On the other hand, as mature process wafer foundry prices have loosened, chip prices have Haoke’s wafer production costs have also gradually improved, and high-priced wafers have gradually been shipped, which has helped the overall cost decline.
Server OEM Wiwynn (6669-TW) also rose today. Cargo operators pointed out that due to the strong demand for AI shipments, the cargo charter market is hot, with an asking price of 30 million yuan. It is estimated that there may be a wave of price increases after the Lunar New Year, and the demand for air freight in North America is exploding. , there will be no off-season, except for Wangwang Airlines, which also represents a surge in AI server shipments.
Iron Man takes off, AI server shipments increase significantly, follow the footsteps of Teacher Xu, and take you 1+1+1 to double your growth, join[goldTen Thousand Liang to Welcome the Customs Closing】Year-end Bounty Project:
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Source of article: Analyst Xu Zhaoxing of Yongcheng Investment Consulting
Individual securities recommended and analyzed by our company
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2023-12-15 08:00:34
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