Taiwan stocks fell all the way after opening low today (22), and ended down 380 points, almost closing at a minimum of 15,347 points. Investment trust and foreign capital are big rivals. Among the top 10 foreign sellers, there are 6 files listed on the investment trust buy super. The top 10 of the company, including Innolux, Mega Gold, Asia Ni, Yumin, Synnex, and Evergreen, show you the drama.
The three major legal persons sold a total of over 21.528 billion yuan. Among them, after the foreign capital bought the overrun yesterday, it immediately sold over 22.436 billion yuan today, and the amount was more than the 18.166 billion yuan it bought yesterday. Over 809 million yuan; in terms of futures, foreign capital covered 3,302 short positions, and the open position of short positions dropped to 16,592 positions.
Observing the trend of foreign sales, including electronics, industry, and financial groups are all withdrawal targets, such as UMC, Hon Hai and TSMC in electronics, China Airlines in transmission, and Yushan Gold, Development Gold and First Gold in finance, Zhang Shudu There are more than 7,000 shares, and index-based ETFs such as Cathay Pacific Taiwan 5G+ and Yuanta Taiwan 50 were also attacked, showing that foreign investors still view Taiwan stocks conservatively.
It is worth noting that although MediaTek is about to ex-dividend tomorrow, foreign investors have cashed out today, selling 6,455 copies, a new high in the past 3 months, and the over-selling amount is as high as 5.317 billion yuan, surpassing TSMC to become the first foreign fund to withdraw funds. name.
In terms of foreign purchases, inverse ETFs continue to increase, including Yuanta Taiwan 50 Inverse 1, Cathay Pacific Taiwan Weighted Inverse 1, the number of ETFs is as high as 50,000 and 11,000 respectively, and other traditional industries such as shipping and cement are also favored, including Evergreen, Yumin, Huiyang-KY, Taiwan Cement and Asia Cement are only one of the top 10 electronics stocks.
Investment Trust is obviously in opposition to foreign investment. Among the top 10 stocks sold, Innolux, Mega Gold, Asia Cement, Yumin, Synnex, and Evergreen, all 6 are among the top 10 foreign investors, and the similarity is as high as 60%. In addition, when foreign capital was withdrawing from UMC in a big way, it added more than 20,000 shares at bargain prices.
Dealers prefer high-yield stocks, including Evergreen, Sinosteel, Compal, Inventec, Wistron, MediaTek, Taishin Gold, Asia Cement, and Nanya. They all buy over 1,000 sheets and sell over sheets to target panels. Shuanghu, EVA Air, UMC, Xinxing.
