The Russian army marched into eastern Ukraine, and the war was imminent. It dragged down Taiwan stocks today (22), and all the telemarketers fell, especially the double-D group, IC design, and shipping stocks. The weighted index fell by more than 300 points. At 17909.42 points, the monthly line and Wanba fell one after another.
Although the U.S. stock market was closed for Washington’s birthday, the situation in Russia and Ukraine deteriorated. Russian President Vladimir Putin recognized the independence of the two republics of Ukraine and ordered the Russian army to invade eastern Ukraine.
TSMC fell as low as 6 yuan to 626 yuan, a drop of less than 1%, which is obviously not the culprit. High-priced stocks such as Silicon Power-KY, Largan, and MediaTek fell more than 2%, with heavy selling pressure.
As the palladium (Pd) produced in Russia and Ukraine is mainly used in the production of memory sensors or NAND Flash, the memory population is weak today. even lower.
Panel Shuanghu Innolux and AUO both fell more than 2%. And IC design is also the focus of killing, Tongjia, Analogy, AsiaInfo, and Creative are all weak.
Shipping stocks, which were strong yesterday, fell with the trend today. Wan Hai, Yang Ming, and Evergreen all fell sharply. China Cabinet and Zhixin fell more than 6%, and shipping stocks accounted for more than 30% of the funds.
On the whole, the crisis in Ukraine is heating up, and the short-term impact continues to increase the volatility of the Taiwan stock index. Zhang Yizheng, manager of CITIC Green Energy and Electric Vehicle ETF, said that the conflict between Russia and Ukraine is showing signs of tension again, but this time is different from the Russian invasion of Crimea in 2014. This time, European and American powers are on high alert in advance, and the two camps are caught in a confrontation in negotiations. The future development is still unclear, but it is expected that this incident will be a regional conflict, and some industries may be affected, but the global economy will still recover from the unblocking trend. will not change.
Zhang Yizhen said that due to the influence of the international stock market sentiment, Taiwan stocks fluctuated violently this week. It is recommended that short-term strong stocks should not be overly chasing prices, but pay more attention to industries with clearer medium and long-term trends.