The legal person pointed out that the year of the tiger in Taiwan has entered the last 2 days of countdown. Under the continued rebound of U.S. stocks, Taiwan stocks are expected to fight again this week.

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[Reporter Zhuo Yijun/Taipei Report] As US inflation cools down and TSMC (2330) said it will have a positive outlook, Taiwan stocks rebounded smoothly. Last Friday, it once rose by more than 200 points and approached "ten thousand five". Erhong, the legal person pointed out that the closing of the year of the tiger in Taiwan stocks has entered the last 2 days countdown. Under the continued rebound of US stocks, Taiwan stocks are expected to fight again this week. Not high, short-term "ten thousand five" pressure is heavy.

In response to the recent market situation, Allianz Investment Trust’s Taiwan stock team stated that with the return of foreign capital and the rebound of US technology stocks, market confidence continues to recover; The theme of innovation and technology related to the supply chain performed well, but themes related to changes in consumption momentum were relatively under pressure.

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The Taiwan stock team of Allianz Investment Trust said that at this stage, most investors are still relatively cautious about the market, mainly because they still have concerns about inflationary pressure and the pace of interest rate hikes; however, the latest inflation data in the United States is in line with expectations, and the market It is expected that the Federal Reserve is expected to slow down the pace of interest rate hikes again, which will help the recovery of confidence.

This year’s Lunar New Year holiday lasts up to 10 days. Allianz Investment Trust’s Taiwan stock team said that during the Lunar New Year holiday, it coincides with the U.S. earnings week and the U.S. Federal Reserve’s meeting in early February. During the Lunar New Year holiday, unless the Federal Reserve raises interest rates more than market expectations, Taiwan stocks are expected to return to fundamentals.

In addition, it is worth noting that the current market should have gradually blunted the impact of inflation and interest rate hikes. This year, the focus has shifted to whether it is a recession year or whether it is expected to start to recover. Since the current inventory and profit outlook are still being revised, it will take time Observed.

The legal person pointed out that due to the long closing time of Taiwan stocks, the market is worried about the international variables of the closing time, and local funds are on the sidelines. It is expected that Taiwan stocks will have more room to perform after the New Year.

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