The latest annual US CPI growth rate was 8.2%, slightly above the market expectation of 8.1%, of which core inflation excluding food and energy was 6. , 6%, which was both higher than expected and reached a new high in 40 years, indicating that inflation remains at a high level. The Fed will raise interest rates several times.Dow JonesIt fell more than 500 points at the open and fell below the full 29,000 points level.However, intraday low buy orders entered the market, leading theDow JonesPull back to recover the whole level of 29,000 points. The level of 29,000 is indeed defended. There is a negative signal on the technical side of the US stock market. The likelihood of a continued decline in the short term is not high. It is expected thatDow JonesIt will stay above the full 29,000 point level, make a back and forth low and wait for the negative market to vanish.
After the public holiday, the market continued to collapse, during which the Financial Supervisory Commission stepped in to expand the air limit order, including reducing the number of daily intraday lending and selling orders, from 20% of the 30-day average volume of securities transactions at 10%, margin for short selling of securities lending also increased from 100% to 120%, but the market still does not buy orders and continues to fall below the level integer of 13,000 points.Dow JonesRemaining at the full level of 29,000 points, TSMC also said third quarter gross profit margin will exceed 60% and earnings per share will be 10.83 yuan, both performing better than market expectations. an oversold portion of Taiwan’s shares is expected to be recovered next week.
This wave of decline in Taiwanese equities was initially caused by rising US interest rates and US bond yields rose significantly. The 2-year US government bond yield alone rose to 4.48%. continued to withdraw from Taiwan, causing the dollar to exchange rate.New Taiwan dollarThe sharp devaluation, which intensified the withdrawal of foreign capital, led to the sharp decline in large-cap stocks and the spread of market panic: from large-cap stocks to small and medium-sized stocks it fell across the board . month, the loan balance fell 21.1 billion. This week, Taiwan’s four stocks fell below 10,000, and the stock lending and beheading were all issued. Foreign investors were happy to see the hunt and significantly increased their futures orders by 6,999. The opportunity for a rebound has been prepared in the short term.
Although from a long-term perspective, Taiwan stocks are still relatively bearish, but the short-term has already deviated a lot from the monthly and quarterly lines and there is limited room for continued decline. At this stage, the risk of “going long” is relatively low. If investors are full of stocks, Taiwan stocks bounce with a higher probability of upside. If you want to sell or trade, you should at least wait for the rebound to the monthly line, and if it doesn’t hit a high for three days, then consider trading stocks. Conversely, investment friends who still have funds can take advantage of the rebound wave. Face the dips, wait for the rebound on the monthly and quarterly lines and don’t go up, then cancel holdings and earn a rebound. For titles that go deep, you can choose WorldCore-KY (3661-TW), EVA Aria (2618-TW), Aditya (8933-TW), Qiqi (6285-TW)
Schip-KY (3661-TW)
The United States has stepped up its blockade against Chinese semiconductors, as well as banning the export of high-end chips to China, it has also blocked 31 Chinese companies, including Yangtze Memory, and imposed restrictions on logic and memory chips and even citizens. Americans were not allowed to serve in the Chinese semiconductor industry. Senior cadres, as soon as the news broke, related stocks of Silicon Intellectual Property, which had reversed the trend and resisted the decline, plunged 360 degrees, and Shixin was down nearly three declines. In fact, 70% of Shixin’s business comes from the United States and China accounts for only 3. The impact of the ban in the United States is limited. In September, revenue was 1.46 billion, a monthly increase of 25.5% and an annual increase of 61.8%. Yuan level, deviating from the quarterly line by 15%, the probability of a short-term rebound on the quarterly line is high, you can buy low, and the rebound to the quarterly line is unable to sell and take profit!
EVA Aria (2618-TW)
As soon as news of the unlock was announced, it opened up and down. After the official release on 10/13, the share price fell with the Taiwan stock market. Buy, revenue in September was only 11.3 billion, which is still a gap from the average of 15 billion before the outbreak in the past. However, passenger transport revenue has seen explosive growth and passenger transport revenue has grown 4.7x year-over-year, and there is room for future growth. Great, the short-term decline in the stock price has been too deep, deviating from the 22% quarterly line, and there is at least 15% room for a short-term rebound. It can also be undertaken on dips and the rebound to the monthly and quarterly line does not increase for 2 days, so it will take profit.
Aditya (8933-TW)
Taiwan’s third largest bicycle factory is mainly engaged in bicycle OEM business. As the epidemic gradually spreads, various countries of the world are unlocking one after another and people have gradually come out of the fresh air. There is a demand for leisure – related bikes, mountain bikes, folding bikes and beach bikes. Increase, revenues and profits will increase simultaneously. In September, the turnover was 650 million, a monthly increase of 12.3% and an annual increase of 37.3%, hitting a new record Strong, the share price is steady at 21.5 yuan next week and there is a chance to challenge the previous high of 25 yuan again.
Qiqi (6285-TW)
The Wistron Group reinvested in the China Netcom factory. This year, under the top three demands of 5G, WIFI and low-orbit satellites, operational performance was strong. In the second quarter, earnings per share were 1.43 yuan, compared to 0.77 yuan in the previous quarter, and profit increased 90.6 yuan.%, The just-announced September revenue was of 9.74 billion, with a monthly increase of 14.1% and an annual increase of 68.8%. the ratio reached up to 64%. The share price is bucking the trend and has resisted the decline. The share price remained close to the monthly line. The market has rebounded. After this week’s new high, profit taking and selling pressures have occurred. , the short-term has the opportunity to continue attacking the tough!
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