Taiwan stocks fluctuated at a high level this week, and US stocks hit highs and pulled back. Taiwanese stocks followed the trend and showed strong buying after retesting the monthly line, closing with a lower shade of 154 points. The counter bought index fluctuated along the moving average after retesting the monthly line. , Taiwan stocks face a high shock trend with support at the top and pressure at the bottom With only the last week of trading days left in 2023, how to grasp the year-end market?
Last Friday, Taiwan’s high-end stock market exploded with a K cross of 400 billion. The technical aspect is a turning point. However, analyst Chen Kunren of Moore Investment Consulting pointed out that this is just an inevitable phenomenon of’ the quarterly adjustment of the FTSE index. As the inventory adjustment ends, many of The industry will begin to recover and inflationary pressures will slow down. Taiwan stocks will still maintain a high-end trend and increase the trend gradually in the future. Because of the appreciation trend of the New Taiwan dollar exchange rate, it has reached a new peak in the past six months. Internal funds will also push up purchase orders in the January market Let Taiwan stocks hit highs.
Analyst Chen Kunren pointed out that after Advanced Micro Devices (AMD-US) launched the MI300 series of new products, it led to a surge in related supply chain groups. Jiaze (3533-TW) became the 12th richest person in the Taiwan stock market Last week, he mentioned a subsidiary that should be paid attention to Geigy (6715-TW) continues to rise this week, and it is worth noting that Intel (INTC-US) this week launched new products AI Everywhere at the AI Everywhere new product launch conference. AI computers, servers, and AI accelerators were all launched, and the latter came first. For example, the Core Ultra PC processor is the first series with an NPU neural processing unit to speed up the processing of AI tasks. even announced that AI PC will account for more than 80% of the market in 2028, and ASUS (2357-TW ), Acer (2353-TW), MSI (2377-TW), and Gigabyte (2376 -TW) have all launched the first AI laptops equipped with Core Ultra processors, while Compal (2324-TW) has launched PC and NB major international OEM/ODM manufacturers, such as ASRock (3515-TW), Xinxing (3037-TW ), Jiance (3653-TW). ), etc., are also stocks that you can pay attention to in the future.
Although Huida (NVDA-US) still leads the AI market in terms of market share, as AMD and Intel launch AI products in succession, challenging Huida’s dominance, it is very meaningful to strive for the top three, and it Taiwanese manufacturers are responsible for the supply of these three companies. As the AI trend grows, more beneficiary supply chains will be born next year. If you want to keep track of the list of AI beneficiary stocks from Huida, AMD , and Intel, you can follow Chen Kunren LINE@fan团.
With Taiwan’s stocks falling into high-level shocks, analyst Chen Kunren pointed out that in addition to choosing the right industry, stock selection must also be careful not to chase highs. The current approach should be to wait for the process of withdrawing to maintain stability or to make arrangements in advance Industries that are preparing to recover their stock prices will bottom out and then strengthen. For example, Yuantai (8069-TW) has reached a bottom for half a year, and has come to the end product changes with customers The stock price reacts first, with volume at the bottom, while others such as Innolux (3481-TW) for panels, Shangyin (2049-TW) for appliances machine, Hongsu (3131-TW) for semiconductor equipment, etc. are all stocks to watch next week.
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Article source: Analyst Chen Kunren of Moore Investment Consulting
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