Taiwan stocksweighted indexYesterday, it continued to rise by 94.38 points, closing at 15857.89 points, and slowly approaching the 10,000-60 mark. However, as Federal Reserve Chairman Jerome Powell revealed a hawkish attitude, not only the U.S. stock market weakened, but foreign investment in Taiwan stocks may be suppressed again In the market, whether it can stand above 15,900 points today, especially when domestic investors express their views, it is expected that stock selection rather than market selection will still be the mainstream.
Powell recently pointed out that if the overall data show that it is necessary to speed up the tightening policy, he will prepare to speed up the pace of interest rate hikes, suggesting that raising interest rates by 2 yards at the FOMC meeting in March is an option, causing the four major US stock indexes to fall synchronously yesterday.Dow Jonesfell 574 points or 1.72%,Nasdaqfell 1.25%, the S&P 500 fell 1.53%,fee halffell 1.07%; while TSMC’s ADR fell 0.81%; ASE’s ADR was flat, and UMC’s ADR fell by 1.56%.
The three major legal persons bought a total of 9.188 billion yuan in the concentrated market yesterday, of which foreign investors bought more than 3.908 billion yuan, which was a small purchase for 2 consecutive days. , also buy 3 in a row.
According to foreign reports, Apple will launch a new MacBook Air, and will import self-developed M3 chips produced by TSMC’s 3nm. TSMC’s advanced manufacturing process has strong momentum in receiving orders.
The Ministry of Finance recently announced that the export value in the first two months of this year fell to US$62.56 billion, an annual decrease of 19.2%.
Formosa Plastics and Four Treasures have a better outlook on the market outlook. With the recovery of demand in China, Formosa Plastics, South Asia and South Asia are optimistic about the market recovery in the second quarter, while Formosa Plastics expects that oil prices will gradually recover.
Infineon and UMC have signed a long-term cooperation agreement on automotive microcontrollers (MCUs). In the future, the two parties will further deepen cooperation in the field of automotive electronics.
The 329 period of the real estate market is approaching. Although the atmosphere of the real estate market is getting colder this year, due to the explosion of commercial and office supply and the support of residential index cases, the total sales amount still rushed to 840 billion yuan, not only an annual increase of 20%, but also a new record.
Cathay Pacific Securities Research Department pointed out that although the overall trend of the market remains multi-directional, yesterday’s volume was lower than the 5-day average volume, indicating that investors’ efforts to chase prices are not enough. At the same time, small and medium-sized stocks are under profit-adjusting selling pressure. Although the market potential is still on the high side, the risk of chasing high is increasing.