Rong Yishen, Vice President of Enlightenment Investment Consulting.

(provided by the operator)

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

The weighted index of Taiwan stocks rebounded slightly today, rising by 8 points, with a trading volume of 187.5 billion. This kind of volume shrinkage did not break the opening price after the Lunar New Year. It was almost at 15,300 points. It is considered a very strong consolidation, and the pullback from the high-end 15,600 (points) is about 300 points.

Everyone is worried about whether Jerome Powell’s speech will turn more hawkish tonight, but I think that the non-agricultural data released 510,000 people this time, which is much higher than expected, mainly because The U.S. Department of Labor made an adjustment to the industry category. Next, the non-agricultural data, usually past experience is that if there is a sudden increase in a single month, it may actually be adjusted back next month.

The data of 510,000 people is indeed very good, so we will continue to pay attention to whether the next CPI (Consumer Price Index) can come down.

So I think tonight, the chances of Bauer immediately turning back to the hawkish side may not be that great, so the index is probably above 15,000 points, and it fluctuates back and forth. Everyone can take advantage of this pullback opportunity to make a layout.

Please read on...

Today's intraday strength is mainly due to the biotechnology group, such as Baorui (6472) for the first time, and Guoguangsheng (4142), which is a biotechnology OEM, has relatively more recent themes. In addition, in Lamex (1795) Kidney drugs will enter the Korean market, and the gross profit of blood cancer drugs is also good, but it is a bit high and low.

At the end of today's trading, steel stocks turned relatively strong, such as Sinosteel (2002), Zhonghong (2014) and some other small and medium-sized steel stocks, all turned relatively strong.

Therefore, it can be seen that when the electronics are resting, the funds have not been withdrawn from the market, but have been transferred to other groups. I think this will continue to maintain a long-term trend for the market outlook of the index.

Especially seeing that the OTC index has hit another high, and today it has risen by 0.9%. When the OTC index continues to be stronger than the market, the structure of the stock market is usually multi-sided.

We saw that there were more technology stocks in the U.S. stocks last night, so we should pay attention to the fact that after the announcement of the CPI on February 14, if the structure returns to the strength of technology stocks, then the traditional production is relatively weak, so the structure since the beginning of spring this year , I think the development of Taiwan stocks is still positive.

In particular, the Chinese and Hong Kong stocks did not fall too much today. After the balloon incident in the past two days, the Chinese and Hong Kong stocks actually rebounded strongly today, and they both rose by about 1%. Therefore, the impact of this incident on the stock market is actually limited. In the future, if the relationship between China and the United States is relatively relaxed, then I think it will also be a positive development for the overall global economy, because after all, after China is unblocked, it is just going out of China to travel around the world, Goldman Sachs (Goldman Sachs) It is estimated to increase the global GDP (gross domestic product) by 1%, not to mention that after the entire Chinese market is lifted and starts to recover, it will bring a boost to the global economy.

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