[Times-Taipei News]The global super central bank will make a big debut this week. The US Federal Reserve (Fed) will raise interest rates soon, and the market will hold its breath to pay attention to the trend of interest rates. It rose more than 100 points and returned to 14,500 points, almost recovering the ground lost yesterday. Today, foreign capital (excluding foreign-invested business operators) bought more than 3.24421 billion yuan, investment trust bought more than 949.03 million yuan, business operators bought more than 1.06871 billion yuan, and the three major legal persons bought more than 5.261 billion yuan. The foreign capital finally changed its mind and ended the 4 consecutive sales, and the investment letter also continued to increase its overweight for 4 consecutive days to buy more than 6.561 billion yuan. Analysts said that the short-term U.S. and Taiwan stock markets are highly linked. If the U.S. interest rate hike is as expected, it can be regarded as the negative.
Before the Federal Reserve interest rate decision-making meeting, U.S. bond yields fell from highs, encouraging the four major U.S. stock indexes to pull back and close in the red. Taiwan stocks took the rebound train of international stock markets. 3008) and Hon Hai (2317) blew the horn of counterattack, ignited semiconductors, tourism, shipping, biomedicine, etc. to attack them, raising the index to a maximum of 14558.72 points, up 133 points, almost recovering yesterday’s lost ground, weighted at the end The index closed at today’s relative high of 14549.3 points, up 123.62 points, with a turnover value of 165.315 billion yuan.
On the disk, the leading weight stocks TSMC (2330), Largan (3008), Hon Hai (2317), and MediaTek (2454) joined forces to rise, while ASE Investment Holdings (3711), UMC (2303), Cathay Pacific (2882), Fubon Gold (2881), Yuanta Gold (2885), and Kaifa Gold (2883) held on to the red market. The imminent capital reduction of AUO (2409) dragged down the stock price by nearly 5%, and the trading volume increased to nearly 100,000.
Tesla, a major electric vehicle manufacturer, continued to expand its production capacity overseas, and the car and electric group was overwhelmed. Hexing (3003), Yilidian (2497), Fanjia (3526), Jingxing (8183), Majestic (4721), Yingli-KY (2239) and other accelerators.
The policy support of wind power stocks is the backbone. Taipower announced that it will spend 564.5 billion yuan over ten years to improve the national power grid’s ability to respond to emergencies. Concept stocks welcome business opportunities. Hwaseong (1519) and Huaxin (1605) rose by about 7% , ZTE (1513), Yali (1514) and other buyers sought after.
One Piece set off again in shame, the container that almost fell to the limit on the first day of capital reduction and customs clearance Sanxiong Evergreen (2603) recovered and rebounded, driving Wanhai (2615) and Yang Ming (2609) to rise simultaneously, and Farglory Port (5607) surged 7 % performed the most. Bulk ethnic groups Xinxing (2605), China Cabinet (2613), Huiyang-KY (2638) and Yumin (2606) moved forward hand in hand.
U.S. President Biden announced the end of the new crown epidemic, and the unblocked concept stocks opened champagne to celebrate. The airline duo China Airlines (2610) and EVA Air (2618) both took off due to the unblocking of the border, and EVA Air had a strong bomb 3%, and the number of transactions exceeded 144,000, ranking the highest among Taiwan stocks. China Airlines followed up and closed up more than 1%, with more than 67,000 transactions, ranking among the top five.
Sightseeing stocks benefited from border control is expected to be loosened, and ethnic groups are blooming everywhere. Travel agency groups Shanfu (2743), Wufu (2745), Xiongshi (2731), and Phoenix (5706) opened champagne to celebrate; restaurant index Jinghua (2707) rose 7% to touch 3-month new highs; catering stocks Hexagon (2732) and Wangpin (2727) double-brightened at the daily limit during the intraday period, and all parties gathered (2753), Gourmet-KY (2723), and Wacheng (2729).
Biomedical stock Yide (6461) benefited from asthma medicine, which was certified by Taiwan medicine to be promising in its annual operation, and took the lead in hitting the top at the beginning of the session. The index stock Polaris Pharmaceutical-KY (6550) returned to the 200th level, encouraging Guangli-KY (6431), Lamex (1795), Paul Rui (6472), Jian Qiao (4114), Xunying (4155), etc. rose simultaneously.
Analysts said that the market waited with bated breath for the Federal Reserve policy meeting in the early hours of Thursday morning Taiwan time, the strength of interest rate hikes, and the economic forecasts released after the meeting, which are expected to still affect the sensitive nerves of global stock markets. Taiwan stocks rebounded by more than 100 points today, returning to the 14,500 level, but the lack of effective amplification of the amount of energy is a bit of a fly in the ointment. Qunyi Investment Consulting pointed out that Taiwan stocks successfully pulled out the red K, and initially showed an attempt to stop the decline. However, the arrangement of each period line remains bearish, and the trading volume is limited. The technical side is temporarily regarded as a rebound. respond.
Huang Wenqing, deputy general manager of Taishin Investment Consulting, believes that the probability of interest rate hikes by the central bank of Taiwan and the United States is high at this week’s interest rate meeting, and there is a chance for a short-term rebound after the meeting. However, the negative effects of the epidemic, war, inflation, and interest rate hikes are difficult to eliminate in the short term, and the large-scale market is not easy. You can pay attention to groups such as Apple’s supply chain, automobiles, finance, domestic demand, and bicycles.
Huang Junbin, manager of Qunyi Innovation Technology Fund, said that the market expects that the Federal Reserve will maintain a hawkish interest rate hike, and the global stock market will still be under pressure. It is expected that Taiwan stocks will bottom out slowly, and they can take on trend stocks at a timely manner. In terms of industry, they are optimistic about 5G. , AI, high-speed transmission, electric vehicles, servers, etc. China’s introduction of a rescue policy is also expected to drive the performance of auto parts and related automotive stocks. (Editor: Long Cailin)