The U.S. stock market rebounded weakly in 2022 during the closing days, and the pressure on Taiwan stocks to open a red market today is not light.

(Photo by Central News Agency)

Last year's low-base period credit investment is optimistic about this year's long-term performance

[Reporter Zhuo Yijun/Taipei Report] U.S. stocks rebounded weakly on the closing day in 2022, and the market continued to be shrouded in the haze of economic recession. The trading volume is cooling down. As the Lunar New Year is approaching, buying orders have shrunk. It is expected that Taiwan stocks will remain in a weak consolidation and volatility pattern in the short term. The pressure to open a red market today is still not light.

According to the analysis of the Taiwan stock team of Allianz Investment Trust, the trend of Taiwan stocks is relatively weak due to the approach of the end of the year, the emergence of short-term ups and downs, the effect of foreign capital holidays, and the U.S. stocks; however, opportunities always emerge amidst turbulence. It is expected to bring high growth in 2023. The three major turbulent factors affecting Taiwan stocks in 2022 include interest rate hikes, geopolitics, and technological headwinds. Uncertainty will be greatly reduced this year. The long-term opportunities emerging from the gradual precipitation of the downturn in the economy.

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The Taiwan stock team of Allianz Investment Trust suggests that due to the obvious differentiation trend of inventory revisions or profit outlook adjustments in different industries, the market is expected to continue to fluctuate in 2023; as far as Taiwan stocks are concerned, long-term trends such as AIoT (artificial intelligence Internet of Things), data center, electric vehicle and wafer foundry, etc.

Pulling back in the first half of the year can be a bargain layout

Guo Mingyu, Chief Investment Officer of Prudential Greater China Stock Investment Market, believes that the overall economic outlook in the first half of this year will slow down, and it is estimated that the overall corporate profits will decline by about 16%, but electronics will outperform the traditional production groups, and corporate operating performance is expected It bottomed out in the first half of the year, and the fundamentals can rise quarter by quarter. It is expected that the trend of Taiwan stocks this year will first squat and then jump. It is recommended that investors can make bargain-hunting positions when they pull back in the first half of the year.

The legal person reminds that because the Philadelphia Semiconductor Index of the U.S. stock market fell below the quarterly line, it is not good for the performance of electronic stocks. The recent market confidence is weak, and investors are unwilling to hold stocks. Seasonal line support.

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