The revenue in August will be announced one after another. It is recommended that investors must first observe the three swordsmen of the most upstream copper foil substrate of PCB! Because: “Electronic products, PCB supply chain first”, let’s first look at the leading Taiwan Optoelectronics (2383-TW) revenue in August was 3.891 billion yuan, an annual increase of 20.4%, a record high in a single month; Lianmao (6213-TW) increased by 10.5% month-on-month and 10.9% year-on-year; while Jiangjiang strongly locked in, exclusively revealed the big secret treasure, and had a strong daily limit yesterday, Taiyao (6274-TW), the revenue in August was 1.383 billion, with a monthly increase of 6.7%, setting a new high for this year. All of the copper-clad substrates made outstanding achievements, which not only means that the growth trend of AI is clear, but also declares that the bottom of the electronics industry has passed, and good times are coming.
Look at today’s key news:
The four big guys said that semiconductors will recover next year: I believe that investors who have joined Jiangjiang Line@ have already known about this news. With the proliferation of AI applications and the expansion of capital expenditures, next year will be extremely good. Taiwan stocks 9 thousand gold: The easiest way to watch the trend of Taiwan stocks is to look at the number of thousand gold stocks and dumpling stocks. And yesterday material – KY(4763-TW), the stock price officially broke through the 1000 yuan mark and became the 9th thousand gold. This is a sign that only bulls will have! Inventec won Huida’s B100 project, and will cut into the B200 product line in the second half of next year: It shows that AI is still the long-term mainstream, and the performance of AI stocks will explode next year. The wave of AI drives the demand for high-speed computing: Micron’s new generation of high-bandwidth memory has been successfully developed, which once again proves that everything is AI. The diffusion effect of AI has begun to spread to DRAM, and the bottom of the DRAM group has improved. Similarly, spread to AI components = passive components, almost 80% or more = all bottom types. Dell brings spring news~ Taiwan stock supply chain urgent orders are coming: Dell represents the official start of business opportunities for new AI laptops and PCs. July+August foreign investment battle royale, among which August recorded the fifth largest remittance amount in history: This news may seem bad at first glance, but it is actually bullish. Because this is a number in the “past tense”, according to past historical experience, Jiang Jiang is told that every time Taiwan stocks hit a low point, foreign capital sold them. And look! Taiwan stocks were wildly sold by foreign investors in August, but the index was able to maintain the half-year line for 13 trading days. The chips of foreign investors have been picked up by specific people. With the improvement of the Q4 economy, it is judged that foreign investors will admit their mistakes and make up for it in September to December. At that time, there will be greater power to buy back, pushing Taiwan stocks up to 70,000 and challenging 18,000.
The rise and fall indicators clearly indicate: OTC is stronger than the market, and choosing big players rather than young players becomes a profitable equation
It can be seen from this that, looking forward to Q4, the index of Taiwan stocks will hardly exceed 70,000. Although Taiwan stocks still have quarterly line counterpressure + downward bending, fortunately, the quarterly line is only slightly downward. In a few days, after the daily MACD fast line, which is prompted by Jiang Jiang, turns above the 0 axis, the market will break through the back pressure of the quarterly line in heavy volume at that time. It is worth paying special attention to the OTC part. Originally, the OTC index, which fell more than the market in August and was relatively weak, has recently pulled out 6 consecutive reds. Today, it is challenging for 7 consecutive reds. The rise and fall indicators clearly show that OTC is far stronger than the market , in line with OTC’s largest force – Touxin, the daily over-buying trend has not changed. Individual stocks can increase the profit and investment winning rate. Therefore, in the direction of stock selection, investors can pay attention to those that do not occupy weight and benefit from the diffusion effect of AI + credit investment attention, such as passive components, DRAM related, IC design stocks, Netcom, and other niche small and medium-sized stocks. If you still don’t know how to lock in the latest main stock promotion, then I suggest you be sure to lock Jiang Jiang on Line @, and there will be further information for everyone to understand. If you want to understand the mainstream of the market that has not yet risen, understand the turning point of the long and short market at the same time, and learn to predict technical analysis, you can join and closely lock in Line@fan group to follow.
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Article Source: Moore Advisors – Jiang Guozhong Analyst
The individual securities recommended and analyzed by the company have no improper financial interests. Past performance does not guarantee future profits. Investors should make independent judgments, carefully evaluate and take investment risks at their own risk.
