[Times-Taipei News]The war between Russia and Ukraine has not stopped, and international oil prices have rebounded again, which has raised inflation concerns. The US Federal Reserve (Fed) has released an eagle. The index fell into a narrow range, but the confidence of domestic investors was strong. On the 22nd, the investment letter appeared over-buying for 35 consecutive trading days, with a single-day over-buy of 1.736 billion yuan and a cumulative purchase of over 86.1 billion yuan.
Benefited from the US and Taiwan raising interest rates, and the US Federal Reserve may increase the rate and speed of interest rate hikes, the interest rate spread of financial stocks is expected to widen in the future. The financial stock index continues to rise strongly along the 5th line. Wire and cable have their own themes, and the strength index is firm. In the end, it fell slightly by 0.65 points in the late session, and almost closed at 17,559 points. It is poised to hit the half-year line of 17,572 points.
On the 22nd and 35th in a row, the investment letter bought a total of 86.123 billion yuan. With the end of the first quarter approaching, investment trust adoption stocks are attracting attention. According to statistics, Kaifa Gold has been bought by investment trust companies for more than 126,600 copies on the 7th. In addition, Zhonghong, AUO, Sinosteel, Jinghaoke, CITIC Gold, Huatong , Compal, etc., all received more than 10,000 to 20,000 copies during the consecutive purchase period.
With the war between Russia and Ukraine and the accelerated rate hike in the United States, the two black swans have not been eliminated. KGI Investment Advisors Chairman Zhu Yanmin and Qunyi Investment Advisors Chairman Cai Mingyan both hold conservative views on the Taiwan stock index. Zhu Yanmin believes that there are large international variables. Investors are advised not to be overly optimistic and to be wary; Cai Mingyan said that the most panic should be over, and there are also buying orders coming in when Taiwan stocks dip, but the downtrend line of the broader market has not yet broken upwards, and the index space is limited. (News source: Business Times – Lu Shumei/Taipei Report)