Taiwan stocks closed up by 239.65 points yesterday to close at 16,452.18 points. They regained their position on the 5-day line, and their turnover slightly shrank to 351.03 billion yuan. However, as the U.S. stocks plummeted, the fee-half index collapsed by 5%, while TSMC’s ADR plummeted 4.8%, UMC’s ADR also plummeted by 3.2%. I am afraid that the electronics group of Taiwan stocks will face turbulence today. Whether it can maintain the lower 10-day line support depends on the strength.Taiwan DollarThe degree of escort.
The three major legal entities bought a total of over 20.5 billion yuan yesterday, a one-week high. Foreign investment bought over 23.1 billion yuan. However, investment credit sales exceeded 1.45 billion yuan, ending three consecutive purchases, and self-employed sales over 1.18 billion yuan. 4 Sell.
Affected by the US 10-year Treasury bond yield breaking through 1.6%, the panic index soared 35%, and the US stock market saw a wave of selling. The fee-half index plummeted by 5.8%. The Nasdaq index also fell 3.52%. The General 500 Index fell 2.43%, while the Dow Jones Index fell 559.85 points, or 1.75%.
Among them, NVIDIA plummeted 8.22%, Applied Materials plummeted 7.23%, Intel fell 4.42%, Micron fell 4.76%, Qualcomm fell 3.95%, which may link the electronics supply chain of Taiwanese manufacturers; while the Dow Jones component stocks are Boeing A decline of 5.6% led the decline.
However, Fed officials believe that the increase in the yield of the 10-year U.S. Treasury may be a good sign, reflecting the improvement in US economic growth prospects and inflation expectations.
Delta’s EPS reached a record high of 9.81 yuan last year. It is expected that this year will continue to have expansion plans in Taiwan, India, Thailand, China and other places. It is estimated that the annual capital expenditure will exceed 20 billion yuan, which is higher than last year.
NOR Flash is in short supply. It is reported that Winbond and Macronix will raise prices for the second time. They are discussing the quotations for the second quarter with customers. The legal person expects that the orders received by back-end packaging and testing companies such as Licheng and Huatai will also increase simultaneously.
The raw material market has erupted, and the latest spot quotations of the five major general-purpose resins in the Far East have soared. Among them, ABS has rewritten a record high, and the prices of other products have also reached new highs in nearly 10 years. At the same time, the international nickel price has soared close to 20,000USDAs a result, stainless steel rose sharply by RMB 5,000 per metric ton, and it was reported that paper rose by 7-10% in March.
The legal person pointed out that the severe fall in U.S. stocks will inevitably lead to a correction turbulence in Taiwan stocks, and high-end consolidation and selling pressure may emerge again. However, the Federal Reserve will continue to maintain easing policies and there is no doubt about funding, and the gradual popularization of vaccines will drive global economic fundamentals. The recovery is accelerated, and the long-term long-term market remains intact.
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