2023-12-16 01:40:03
Taiwan stocks continued to hit new highs this year this week.weighted indexWeekly increase of 1.67%,Counter buying indexThere was also an increase of 1.17%, but the Taiwan stock market hit a high level and a large number of black K’s broke out, and the counter buying also closed two upper shadow lines. The buying power seems to be shrinking, and the rotation of stocks is accelerating. What should I do next? This must be a question on the minds of most investors today.
Analyst Chen Kunren of Moore Investment Consulting pointed out that Friday’s closing volume was inevitable due to the effect of FTSE constituent stocks. However, after the big rise on November 1, the Taiwan stock market continued to rise in December, with almost no pullback along the way, resulting in investors’ gains. Profits have been taken and the selling pressure has been released. Whether it can hit highs depends on TSMC (2330-TW), MediaTek (2454-TW) and other heavyweight stocks, although their fundamentals are good, they are still the targets of being oversold by official stocks on rallies, which invisibly suppresses the index. Therefore, the overall pattern is still a multi-sided pattern, but the black hands protect the fall and do not pull up, and the operation is not It would be relatively appropriate to chase high and wait for the pullback to hold.
Analyst Chen Kunren pointed out that he reminded investors last week that they can pay attention to AMD (AMD-US) AI supply chain beneficiary stocks, and gave the beneficiary list to investment friends, Jiaze (3533-TW) is one of them, not only cutting into the AMD MI300 supply chain, but also subsequently entering the Intel (INTC-US) and the Super Micro server platform, the penetration rate is also expected to increase significantly. This week it hit a record high, becoming the 12th richest person in the Taiwan stock market. However, investors who have not planned it should not be discouraged. Jiaze subsidiary Jiage (6715-TW), the company has entered into high-speed transmission wires and has also entered Huida (NVDA-US) supply chain, there is an opportunity to make up for the increase and hit highs, and other companies such as Jiance (3653-TW), the company has currently shipped products to both Huida and AMD. At the same time, benefiting from the downgraded version of Huida AI chips, they are about to be mass-produced and shipped with AMD MI300 series. The line type has also been sorted out for many months and has officially broken through. There is an opportunity. To keep up with the trend, if you want to know more about the stocks and operation methods of the Super Micro supply chain group, you can follow Chen Kunren LINE @fan group.
In addition, in addition to electronic stocks, analyst Chen Kunren pointed out that as the United States ushered in a cycle of interest rate cuts next year and the U.S. dollar weakened, the long-term consolidation of raw materials is also a direction to pay attention to. The steel and shipping groups have all bottomed out, and Evergreen (2603-TW) rose 13% this week, with steel stocks rising as Sinosteel (2002-TW) raised the quotations for January and the first quarter of next year, causing steel to rise from the bottom on Friday. These groups have relatively clean chips due to long-term consolidation, and are expected to continue to strengthen next week. Related stocks Zhonghong (2014-TW), Weizhi(2028-TW), Ye Hui (2023-TW), New Steel (2032-TW) can all be noted.
Finally, the presidential election is less than a month away. Groups benefiting from policies can still pay attention to policies such as green energy and biotechnology. Hwaseong (1519-TW), Alex (1514-TW) Although it fell into consolidation this week, it did not pull back significantly after the sharp rise. There is always an opportunity to launch after the high-end consolidation, or pay attention to the lower-end TECO (1504-TW), Senwei Energy (6806-TW), and finally in terms of biotechnology, Yin Baorui (6472-TW) will be listed on the 19th next week, and funds are expected to be transferred to the biotech group. Related stocks Zhiqing (4162-TW), Mitoki (1795-TW) can all be noted.
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Source of article: Analyst Chen Kunren of Moore Investment Consulting
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