[Times-Taipei News]Shares in Taiwan got off to a good start in November, breaking away from a 474-point drop of around 3.54% in October, closing at 87 points and taking Wansan’s beachhead. Today, foreign capital (excluding foreign owners) sold over 1.06108 billion yuan, investment funds bought over 351.54 million yuan, owners bought over 2.36315 billion yuan, and the top three legal entities have purchased over 1.653 billion yuan. Looking at the Federal Reserve’s interest rate decision, foreign investment today turned into a small sale of 1.061 billion yuan, and last month it sold more than 94.946 billion yuan. Cumulative sales this year exceeded 1.340 billion. of yuan.
The Federal Reserve’s interest rate decision will be announced at 2:00 am Taiwan time, the 3rd. The market is very worried about the rate hike and the atmosphere looks uncomfortable. On Monday, the four major US equity indices were all inked. Taiwan equities followed suit and opened lower today., Under the leadership of Quanwang TSMC (2330) and strong guidance from MediaTek (2454), complemented by assistance from small and mid-sized stocks such as equities financial and Shuanghu panel, the index once rose more than 100 points, reaching 13062 points, successfully attacking Tens of thousands of cities are ready to challenge the monthly score The final weighted index rose 87.46 points to 13037.21 points and the value of the transaction was reduced to 153.817 billion yuan. The counterbuy index was up nearly 1.5%, showing an even stronger performance.
In terms of the performance of the electronic weight shares, TSMC reported that Biden will attend the Arizona 5nm machine factory entrance ceremony.Although it did not receive a positive response, the stock price still turned red and closed at 391.5 yuan.MediaTek rose 1.5% and once recovered 600 yuan. Panel Shuanghu Innolux (3481) and AUO (2409) gained 4.6% and 3.5% respectively, while Delta (2308), World (5347), Yageo (2327) and others increased simultaneously; Hon Hai (2327) 2317) Due to the Foxconn outbreak in Zhengzhou, it was urgent to raise nearly 1% of 100 yuan, followed by ASE Investment Control (3711) and Quanta (2382) and Largan (3008) and UMC (2303 ) received Xiaohe.
The popularity of high-priced stocks must not let go, Xu Falcon (6409) rebounded 8%, Liwang (3529), Xinhua (5274), Shixin-KY (3661), AirTAC-KY (1590), etc. have increased jointly.
The performance of the car and the electric group was impressive: Xisheng (3625) activated the daily limit and Hu Lian (6279), Xinshengli (4931), Tongzhi (3552) and Changyuanke (8038) pressed the accelerator.
Financial stocks closed 1.2% higher, CITIC Gold (2891) up 3%, Fubon Gold (2881), Taishin Gold (2887), Yuanta Gold (2885), Kaifa Gold (2883), Shin Kong Gold (2881) 2888), Yongfeng Gold (2890), etc. increased by 1 ~ 2%.
As for transmission shares, stainless steel producer Huaxin (1605) was up more than 3% due to price increases, leading the cable shares. The popularity of biotech stocks is back, Shenghuake (6492), Baorui (6472), Baiyan (3205), Taishengcai (6649) blocked the daily limit, Yaohuayao (6446), Heyi (4743), Taiwan WeDoctor (6767) went up more than half of the board.
Overall, shipping stocks were weak: the Sanxiong Evergreen (2603), Wanhai (2615) and Yangming (2609) containers weakened simultaneously, followed by the mass groups Siweihang (5608), Huiyang-KY (2637) and Xinxing (2605). , the pair of airlines China Airlines (2610) and EVA Air (2618) remained stable.
Analysts pointed out that Taiwan shares won the first round in November and successfully won Wansan tickets, but energy is still insufficient and the rebound near the monthly line could face pressure. The investment team of the Risheng Taiwan Sustainable Growth Dividend Fund pointed out that the US equity market has recently rebounded, but the volume of Taiwan’s shares has been slow and the rise has continued to be repressed. The market continues to digest the results of the corporate finance If the international stock market continues to rebound, it is expected to drive Taiwan’s equities.
The US Federal Reserve’s FOMC meeting will be held on November 3 and the market is expected to raise interest rates by another 3 yards, with the arrival of peak consumption seasons such as Double 11, Thanksgiving and Christmas at the end of the year. year, and the opening of the border, the United States and Taiwan will raise interest rates on November 8. As the 26th election is heating up, investment pundits are optimistic that Taiwan stocks will hit the 10,000 mark for the first time in November. It is expected that stocks of cards, power supplies, etc. stage a deep rebound. (edited by: Long Cailin)
