Huang Wenqing, vice president of Taixin Investment Consulting Co., Ltd.

(provided by the operator)

Huang Wenqing, Vice President of Taixin Investment Consulting Co., Ltd.

Today, Taiwan stocks fell into a turbulent consolidation, mainly due to the impact of the upcoming meetings of central banks of various countries, especially the United States, and the United States will release CPI data before the meeting, making the market more wait-and-see atmosphere, especially this wave of low-end has been up for a while The increase, this week is probably a process of inspection. The relevant inflation data and the statement of the Fed Chairman, as well as the views of the interest rate dot plot on the ultimate interest rate may be a major focus, and this wave of profit returns has also been digested. Due to the selling pressure, the performance of some Taiwan stocks today has also fallen into the process of concussion and consolidation, so the wait-and-see atmosphere in the market will be relatively strong.

However, unless there is a relatively big surprise in the CPI data this time, it is still believed that the continued slowdown of US inflation will help the return of funds until the end of the year, so there is no need to worry too much.

Please read on...

In terms of stocks, technology stocks have risen more, so the correction and consolidation will be relatively large. In addition to the revenue data that has been released one after another, the focus of attention will still be on maintaining a certain degree of enthusiasm in the first quarter of next year. , Operating stocks.

Therefore, in the selection of stocks, whether it is the revenue and profit figures of the fundamentals, or the selection of the so-called themes, it is the key. Among them, such as servers, related automotive electronics, and electric vehicle related groups are all important. It is a group with better performance, and other non-electronic and financial parts also have the opportunity to do a fund rotation.

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