Foreign capital was reselling spot goods today, and futures were synchronously short. The Taiwan Index’s short futures orders increased by 6,168, and the short orders reached 23,100. In terms of individual stocks, foreign investors today withdrew more than 6.8 billion yuan from the foundry twin UMC and TSMC. Turn to overweight NOR Flash, packaging and testing, panel and air transport and other ethnic stocks.
The trading value of Taiwan stocks today shrank slightly to 365.526 billion yuan. After foreign investors bought 29.6 billion yuan yesterday, they sold for more than 3.224 billion yuan today; investment credit continued to buy more than 630 million yuan; self-employers also bought 1.844 billion yuan, the three major legal entities. The total sales exceeded 771 million yuan.
The most foreign-invested buyers today are 53,600 NOR Flash memory related Winbond, Macronix 41,500, a total of more than 95,000, foreign investors also bought super-panel Double Tiger AUO, Innolux, a total of more than 50,000 , As well as the packaging and testing of Nanmao, ASE Investment and Control, air transport double China Airlines, Evergreen Airlines and other stocks.
In terms of financial stocks, CITIC Gold had the most over-buying of 19,000 contracts by foreign investors, while the remaining stocks were Yongfeng Gold, Cathay Pacific Gold, and Development Gold.
In terms of foreign capital sales, UMC has reached a 20-year high. Foreign investors sold 27,200 contracts at rallies, and TSMC also sold 7,917 contracts. Foreign investors withdrew more than 6.8 billion yuan from the foundry duo in a single day; foreign companies also sold super For the pass-through group, Sinopec sold 14,200 the most. The rest, such as shipping-related Evergreen and Wanhai, steel stocks Sinosteel and Zhonghong, as well as Sinopec and TCC, were also adjusted.
Financial stocks with more foreign overselling include Shin Kong Gold and Mega Gold, while ETFs are Jiekou Brandt Oil Zheng2, Fubon VIX, Yuanta CSI 300 Zheng2, etc.
The stocks with more investment credit buys are also generally the same as foreign investors, including Innolux, which has the most 5389 shares, ASE Investment Holdings and Macronix with more than 2,000 each, and Winbond, and foreign-adjusted stocks such as Evergreen, UMC and TSMC. , Investment letter also entered the market to undertake.
Today’s investment letter sold more than 20,700 copies of AUO, in addition to China Airlines 5000, Jiasda, Nanmao, Taiwan Watch Division, etc. more than 1,000 copies, investment letter also adjusted the production of cement duo male mud, TCC, and China Steel, Dacheng Steel and other stocks.
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