Taiwan stocks fluctuated at a high level this week, and U.S. stocks hit highs and pulled back. Taiwan stocks followed the trend and retested the monthly line, showing strong buying and closing the lower shadow line of 154 points.Counter buying indexAfter back-testing the monthly line, it fluctuated along the moving average. The Taiwan stock market faced a high-grade shock trend with support at the top and pressure at the bottom. With only the last week of trading days left in 2023, how to grasp the year-end market?
Last Friday, the high-end Taiwan stock market exploded with a cross K of 400 billion. The technical aspect is a turning point. However, analyst Chen Kunren of Moore Investment Consulting pointed out that this is only an inevitable phenomenon of the quarterly adjustment of the FTSE index. As the inventory adjustment comes to an end, many The industry will begin to recover and inflationary pressure will slow down. Taiwan stocks will still maintain a high-end trend and gradually increase in the future, becauseNew Taiwan DollarThe appreciation trend of the exchange rate has hit a new high in the past six months, and the incoming funds will also push up buying orders in the January market and push Taiwan stocks to record highs.
Analyst Chen Kunren pointed out that following Super Micro (AMD-US) After launching the MI300 series of new products, the related supply chain groups have surged, and Jiaze (3533-TW) became the 12th daughter of the Taiwanese stock market. Last week, it was mentioned that the subsidiary Jiage (6715-TW) continued to rise this week, and it is worth noting that this week Intel (INTC-US) At the AI Everywhere new product launch conference, AI PCs, servers, and AI accelerators were launched together, striving to be the first to arrive first. For example, the Core Ultra PC processor is the first series with a neural processing unit NPU to accelerate AI task processing. , Intel even announced that AI PC will account for more than 80% of the market in 2028, and ASUS (2357-TW),Acer(2353-TW), MSI (2377-TW), Gigabyte (2376-TW) both launched the first AI laptop equipped with Core Ultra processor, Compal (2324-TW) is a major international OEM/ODM manufacturer of PC and NB, and others such as ASRock (3515-TW), Xingxing(3037-TW), Jiance(3653-TW), etc., are also stocks that you can pay attention to in the future.
Although Huida (NVDA-US) market share is still far ahead of the AI market. As AMD and Intel successively launch AI products to challenge the dominance of Huida, it is of great significance to strive for the top three, and Taiwanese manufacturers are important contributors to the supply chains of these three companies. As the AI trend grows, more supply chains that will benefit will be born next year. If you want to keep track of the list of AI beneficiary stocks from Huida, AMD, and Intel, you can follow Chen Kunren LINE @ Fan Group.
With Taiwan stocks falling into high-level shocks, analyst Chen Kunren pointed out that in addition to choosing the right industry, stock selection must also be careful not to chase highs. The current operation method should be to wait for the process of pulling back to maintain stability or to make arrangements in advance. Industries that are ready to recover will have their share prices bottom out and strengthen, such as Yuantai (8069-TW) has hit a bottom for half a year. With the customer product revamp coming to an end, the stock price reacted first, with volume at the bottom, while others such as panel makers Innolux (3481-TW), silver coating of machine tools (2049-TW), Hongsu of semiconductor equipment (3131-TW), etc., are all stocks that you can pay attention to next week.
If you want to track the list of AI beneficiary stocks and know the next rising stocks
Please join Chen Kunren LINE official account:
Full video version description:
【Anguo⊕Yangming↗Shixin↗Creativity↗Easy to defend but difficult to attack? Final purchase? The biggest “Christmas offer” of the year. Thank you! 】
Daily market trend analysis and more operational strategies are broadcast on the YouTube channel
Welcome to subscribe and turn on the little bell to receive the first video push notification
Source of article: Analyst Chen Kunren of Moore Investment Consulting
Individual securities recommended and analyzed by our company
No improper financial interests. Past performance does not guarantee future profits.
Investors should make independent judgments, prudent assessments and bear investment risks at their own risk
2023-12-23 01:40:03
#heroes #Acer #Asus #Compal #hidden #benefit #stocks #hereExpert #Pay #attention #stocks #benefit #Taiwanese #manufacturers #Anue #Juheng #Expert #opinion
