Taiwan's equity king TSMC (2330) is about to hold a law conference on April 20. The market is paying close attention to TSMC's market outlook for the second half of the year, which has become an important wind direction for technology stocks.

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[Reporter Zhuo Yijun/Taipei Report] Taiwan’s equity king TSMC (2330) is about to hold a law conference on April 20. The market is paying close attention to TSMC’s market outlook for the second half of the year, and it has become an important wind direction for technology stocks. The legal person pointed out, Global technology stocks started a surge in the first quarter, but the technology industry is still mostly in the period of destocking. It remains to be seen whether demand can recover smoothly in the second half of the year. TSMC's outlook for the market outlook will be an important key in the near future.

The Taiwan stock team of Allianz Investment Trust said that the wait-and-see atmosphere in Taiwan stocks has been strong recently. In addition to the Ching Ming holiday, which caused buying to shrink, short-term upward adjustment and selling pressure have also emerged one after another. Wait and see whether there will be adjustments in the future outlook at the important law conference in April.

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The Taiwan stock team of Allianz Investment Trust said that from the perspective of the market, some funds have been rotated rapidly recently, and they are waiting for the important law in the second quarter to reveal the future outlook and demand in the second half of the year. Due to various factors, short-term funds relatively favor groups with a lower base period.

The Taiwan stock team of Allianz Investment Trust said that some technology stocks have rebounded from the fourth quarter to the first quarter of last year due to the support of long-term growth momentum niches such as innovative technology or long-term trend demand, bucking the trend and rising.

At this stage, the industry is still in the period of destocking. Looking forward to the market outlook, the focus will be on the outlook of important legal conferences, and to check whether the demand in the second half of the year is as expected by the market.

In terms of layout strategy, the Taiwan stock team of Allianz Investment Trust said that the main axis of stock selection is still focusing on companies that have increased market share, increased penetration rate, and improved specifications, resulting in increased ASP (average unit price)/gross profit, such as IP (Silicon Intellectual Property) ), leading wafer foundry, automotive electronics, server platform upgrades and high-speed transmission fields.

The legal person estimates that the weighted index of Taiwan stocks in the second quarter ranges between 15,000 and 16,500 points. The market is currently optimistic about the inventory adjustment of consumer electronics products, but the semiconductor inventory is still at a high level, and the terminal market demand is still recovering. Doubts may put pressure on the upside of the Taiwan stock index.

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