The legal person reminds that Taiwan stocks have surged nearly 2,000 points in the short term, and the upward pressure is relatively heavy. However, if the U.S. stocks continue to rise, the year-end market of Taiwan stocks is still worth looking forward to.

(file photo)

[Reporter Zhuo Yijun/Taipei Report] The US Federal Reserve officials released "hawks" one after another last week, emphasizing the necessity of continuing to raise interest rates. Red, which is good for the opening momentum of Taiwan stocks this week. The legal person reminds that Taiwan stocks have surged nearly 2,000 points in the short term, and the upward pressure is relatively heavy.

Pan Yuxian, manager of Allianz Taiwan Technology Fund, said that regardless of domestic long-term funds or overseas long-term funds, the holdings of Taiwan stocks are still relatively low, especially technology stocks. Falling against the trend, the capital side can also be viewed positively.

Please read on...

In terms of fundamentals, Pan Yuxian said that the inventory adjustment of semiconductors is expected to end in the first half of next year, and market funds are looking for a suitable time to raise positions. The focus of future observation will be on the pace of the US Federal Reserve. It is expected that future US inflation data is expected to follow After the rent fell, it was reflected in the inflation data, and the market expects that the end time of raising interest rates will begin to be clear, which will also help support the market sentiment.

Looking forward to the market outlook, Allianz Investment Trust's Taiwan stock team said that Taiwan stocks are expected to benefit from the market's recovery in the near future. In terms of layout, some defensive positions can be transferred to growth and attack positions, and the market will fluctuate and gradually firm up. In the process, wait for opportunities to increase positions; in terms of themes, focus on stock selection. It is recommended to prioritize the targets that will still have growth niches next year, including servers, AIOT (Internet of Things), semiconductors, Netcom, and automotive electronics.

The Taiwan stock team of Uni-President Investment Trust said that the U.S. inflation data in October fell sharply compared to the previous period, which restored market confidence and led to a deep rebound in Taiwan stocks. The recent period of policy news from the Federal Reserve is empty, and the short-term rebound in Taiwan stocks is expected to continue. However, the U.S. economy is not expected to bottom out until the first quarter of next year. Coupled with the monetary tightening brought about by high interest rates and quantitative tightening, Taiwan stocks will fluctuate in a large range before the Fed’s policy is officially shifted.

Grasp the pulse of the economy with one hand I subscribe to Free Finance Youtube channel

Already added friends, thank you

Welcome to 【Free Finance】

feel good

Already liked it, thank you.

related news