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

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

Today, Taiwan stocks were affected by the correction of U.S. stocks last Friday. On the one hand, after the U.S. Fed officially rose by 1 yard, dovish remarks continued this wave of capital market, but the follow-up is more important to go back and check, including the financial report of U.S. stocks As well as the fundamentals of the financial reports of Taiwan stocks and the law, we have seen that the financial reports of the United States have been released during this period. In fact, most of the technology stocks have relatively conservative outlooks, because the capital market has caused the stock prices to rebound, but We will talk about relative high points later, and the stock price may still fluctuate during the inspection process.

If we start from the fundamentals of the industry, I am afraid that there will still be a certain degree of pressure in this wave of rapid rise above the annual line. Of course, not every stock is like this in terms of fundamental corrections. Judging from today's performance, Technology stocks have encountered profit-taking selling pressure during this wave of upward movement. Instead, they are part of the domestic demand sector. The profit for the fourth quarter of last year and the revenue for the first month will be announced soon, and the domestic consumption group will benefit. The concept of unblocking, in fact, this part is particularly strong.

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Others include green energy, benefiting from policies and the momentum of short-term operating growth, and its performance is relatively strong. After a rebound, you can consider taking profits. Next, if it is an industrial stock with a bullish trend, you can continue to embrace it. As the index continues to fluctuate, try to adopt a bargain-hunting strategy. In the long run, the groups related to automotive electronics and electric vehicles Even green energy can be considered, and the domestic consumer groups, short-term and fundamental subjects can pay more attention.

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