Taiwan stocks closed last week at 15914.7 points, standing at a new high in the 9-month band, with a weekly gain of 461 points. However, Deutsche Bank’s credit default swap (CDS) rose sharply, and the market was worried about the banking crisis.Dow JonesAlthough it received a red of 132 points, but linked to Taiwan stocks, due to short-term gains and the upside facing the 10,000-6 mark, the volatility may intensify today (27).
The three major corporations once again stood on the buyer’s side after a 7-week break. Among them, foreign investors bought more than 46.845 billion yuan in a single week, clearly locking in the wafer duo and high-dividend ETFs. The short-term moving average structure of Taiwan stocks continued to develop in multiple ways, but todayNew Taiwan dollarThe opening trend will reflect the trend of foreign capital, ifNew Taiwan dollarIf it is not strong, it may trigger profit-taking in Taiwan stocks, so be careful not to change accounts at the end of the quarter.
The key point of today’s market viewing is that Apple has expanded its self-driving car test driver team to pave the way for Apple Car, highlighting Apple’s direction and ambition to build a self-driving car. high. At the same time, self-driving cars have more demand for lenses, which will also drive Taiwanese lens manufacturers such as Jialing, Yaguang, and Jin Guoguang to welcome a new wave of business opportunities. The share price performance of Hongjiajun and Optical Group has attracted much attention.
The global ESG and net-zero carbon emission trends have boosted the demand for solar energy market. The most upstream polysilicon raw materials and silicon wafers are leading the rise. Raise the quotation, the performance of solar energy stocks is worth looking forward to.
On the whole, the Risheng Selected Fund research team further pointed out that although short-term market investment confidence may be affected by the EuropeanUS dollarsThe financial industry is turbulent and turbulent, but in the second half of the year, the economy is expected to gradually recover, and the medium and long-term performance is not bearish. Although the short-term is expected to remain at a high level, it is still necessary to observe the trend of foreign capital and changes in the international situation.