Taiwanweighted indexAfter falling below the monthly line and half-year line yesterday, today I tried to get back to the monthly line, with an increase of 139 points, and the trading volume was 248.1 billion yuan. What about the index? This month’s opening price is 16,640 points, and there is no way to get back up, but last month’s low of 16,264 points has not been broken yet, so until these two support pressures are not broken, the index is still in a state of shock and consolidation. .
Taking advantage of the surge in U.S. technology stocks yesterday, Taiwanese stocks counterattacked today with weight stocks, including companies like TSMC (2330-TW) rose 1.49%, MediaTek (2454-TW) rose 1.96%, Hon Hai (2317-TW) rose 2.38%. The performance of AI stocks is still weak, and many index AI stocks like Quanta (2382-TW), Wistron (3231-TW), Gigabyte (2376-TW), ASUS(2357-TW) are all declining, which is very similar to the situation in the US stock market, that is, funds are slowly transferring from AI stocks to other groups. This is not only happening in Taiwan, the situation in the US stock market is also the same, because we saw that most of the technology stocks in the US stock market yesterday It is rising, especially Tesla, which has risen by 10%, but only Huida is falling. Tesla’s rating was raised to $400 due to an upgrade by Morgan Stanley. Morgan Stanley believes that Tesla’s supercomputer will greatly increase Tesla’s output value in the future. We can see that Tesla’s recent strategy is to continuously reduce the price of the entire vehicle. Including some North American subsidies, so we turn to software to increase profits, including systems such as charging piles, and autonomous driving systems that may be implemented in the future. This is to provide value-added services to the entire Tesla. Replace it with hardware-related profits. In fact, this is very similar to Apple’s profit model and profit process. Apple has gone from selling hardware and mobile phones to now imposing Apple tax, then selling software, issuing Apple credit cards, etc. In the future, Tesla will also begin to shift to this profit model.
Taiwanese stocks also had some performance in automotive-related stocks today, such as Elan (2458-TW) has been strong for several days in a row, and in addition, Taiwanese semi-finals (5425-TW) and the extension (4915-TW), performed well today in the automotive and electronics categories. In addition, for the AM part of the sub-factory, due to the support from State Farm, the largest auto insurance company in North America, it has been able to expand the use of sub-factory parts for maintenance insurance claims, so the indicators of the Taiwan factory, whether it is Dongyang (1319-TW) and to Tiwesi (1522-TW), Geng Ding (1524-TW), Emperor Bao (6605-TW) The performance of these and other stocks is pretty good today, especially after entering winter. Due to the heavy snow weather, the repairs of sheet metal and collisions have been improved, which will continue to increase the revenue of the entire subsidiary factory, including , in factTaiwan dollarNow it is depreciating. The profit revenue of these North America and other overseas regions is relatively high. Naturally, the exchange income will increase. Everyone can pay attention to the above groups.
If you want to know more recent stock topics, you can join the Stock Doctor Line fan group
Stock scientist Yong Yishen double analyst FACEBOOK fan group
Stock expert Yong Yishen double analyst Youtube channel
Source of article: Qida Investment Consulting/Analyst Rong Yishen
There is no improper financial interest in the individual securities recommended and analyzed by our company. Past performance does not guarantee future profits. Investors should make independent judgments, prudent evaluations and bear investment risks.
2023-09-12 07:47:28
#Funds #withdraw #Huang #Renxun #Run #Dont #walk #slowly #Anue #JuhengTaiwan #Stock #News
