Rong Yishen, Vice President of Enlightenment Investment Consulting.

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Rong Yishen, Vice President of Enlightenment Investment Consulting Co., Ltd.

Taiwan stocks fell 24 points today, and the trading volume reached 160 billion, but the volume is still a bit insufficient. If it can return to 180 billion to 200 billion this week, it is the best situation. Yesterday, Taiwan stocks hit a low of 10,000. On the first day after New Year's Day, the opening day was affected by international factors. North Korea and South Korea tested missiles and increased nuclear weapons, which led to a sharp drop in Asian stock markets yesterday. The position of 14,200 points, the current short-term pressure of the index is about 14,300 points to 14,400 points, the pressure is near the monthly line, and the 40,000 point has become an obvious support, and foreign investors have not clearly come back to buy in the near future In the case of Taiwan stocks, the index is likely to freeze here.

Follow-up will continue to pay attention to the non-agricultural data released this Friday and the CPI data to be released on 1/12. The current forecast will continue to drop to 6.7%. Looking forward to this year's stock market, the first quarter will affect the global stock market. It is due to the excessive inventory and recession of the technology industry. On the contrary, after the inflation gradually declines, the impact on the stock market should gradually fade. Watch sales have been revised down, and Tesla’s annual sales target is only 1.31 million vehicles, which fell short of this year’s forecast, causing the stock price to plummet by 12%. Therefore, technology stocks in the first quarter still seem to be on the weak side. Take the production as the main target of operation.

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Taiwan’s tax refund is about to be refunded directly in cash. For tourism and restaurant stocks, there will be no retaliatory rebound in the short term. Shortage of work. Although the revenue from January to February is stimulated by the end of the Chinese New Year, it should definitely grow. However, it is recommended that you buy black and not red. That is, you can make some adjustments when the short-term surges, and even tourism stocks have a chance to continue When it comes to the market during the summer vacation, because the entire group seems to be shrinking, so his market will seem to be relatively short-term.

In the medium and long term, the entire epidemic will come to an end in 2023. The largest consumer country in the world is about to enter the peak of infection during the Spring Festival. After that, the market will usher in the recovery of domestic demand. You can pay more attention to tourism, restaurants, tourism and other industries. Markets related to materials, steel, plastics, and cement all have the opportunity to be driven by Chinese stocks.

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