The legal person pointed out that foreign capital will be on holiday soon, and Taiwan stocks will be dominated by domestic capital markets. If the U.S. stocks continue to strengthen, it will be beneficial for small and medium-sized stocks to dream of and the group’s year-end accounting market will surge again, but it is necessary to pay attention to the short-term rise of Taiwan stocks. file risk.

(file photo)

[Reporter Zhuo Yijun/Taipei Report] The U.S. non-agricultural employment data in November was unexpectedly hot, and the market was worried. The U.S. stock market plunged and plummeted last Friday. The holiday is coming soon, and Taiwan stocks will be dominated by domestic funds. If the U.S. stocks continue to strengthen, it will be beneficial for small and medium-sized stocks to dream of and group year-end accounting.

Last Friday, as the number of non-farm payrolls in November greatly exceeded expectations, U.S. stocks fell sharply. Then Wall Street Journal reporter Nick Timiraos, who was recognized by the market as the Fed’s megaphone, tweeted that the report made the Fed It is expected to raise interest rates by 2 yards in December to appease the market sentiment. The decline of US stocks has converged, and the Dow Jones index has turned red.

Please read on...

The Taiwan stock team of Allianz Investment Trust said that Fed Chairman Jerome Powell's dovish remarks made the market expect that the Federal Reserve will not raise interest rates too aggressively. Inspired and supported to continue to rise, benefiting from the recent improvement in the market atmosphere, investors have expanded their interpretation of the good news and ignored the bad news, which is conducive to the market to maintain a volatile and firm pattern, and the stocks on the disk rotate rapidly. The short-term bullish pattern remains unchanged.

The Taiwan stock team of Allianz Investment Trust said that in the face of the challenge of a slowdown in the economy and uncertainties on the demand side, as far as the current industry visibility is concerned, it can be seen that relatively few companies will still have growth next year, and the main axis of stock selection still prefers the market. Enterprises with increased share, increased penetration rate and improved specifications can also pay attention to the subject of yield rate.

However, the legal person reminded that foreign investors sharply reduced their long positions in the futures market last week, and bought Yuanta Taiwan 50 reverse 1 (00632R) to avoid risks. Unless the U.S. stocks continue to rebound sharply, we must be wary of short-term Taiwan stock market and individual stock prices may rise and pull back pressure.

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