Early
Notes on the stage
The Taipei stock market rose 38.5 yuan (NT $ 1.8) at TSMC on Monday (July 27) to drive to 424.5 yuan on the daily limit of 424.5 yuan.In 12682, the market value of TSMC also soared to 11 trillion yuan, ranking among the top 11 in the world; TSMC hit another new high of 466.5 yuan, and Taiwan stocks rushed to a new high record of 13,031, with a transaction volume of 343.253 billion yuan.
In the past few days, the ratings of major TV stations have reached a record high. They are also talking about the glory of Taiwan ’s money in 1990.
At that time, each number (the business hall of a foreign securities firm was house, and the transliteration of Taiwan as the number) was full. Even the cleaning Obasan can receive the year -end bonus for more than 10 months. The restaurant is full of friends every day.Scriptures, you can hear the news of TV broadcast stocks on the street. Even if the factory operator is busy working in his hands, you have to raise your ears to listen to the latest information of XX how much the XX.In circular playback, financial, technology, and passes of production have risen, which is really an era of crazy stocks of the whole people.
However, only a few investors who take major scientific and technological stock trains such as TSMC and MediaTek can laughed, because when the stock market reached a new high for 30 years, 78%and 73%of stocks fell for two consecutive days.Taking 284 points on Monday as an example, 362 points contributed by TSMC, 38 points of MediaTek and UMC, the market actually fell 116 points. The total transaction amount of these three companies reached 114.347 billion yuan, accounting for 33.31%of the transaction ratio.
In other words, most investors have made an index and lost the difference. The title of the Industry and Commerce Times is a Taiwan stock, two worlds, 78%, and zombie stocks are rampant. Some netizens described TSMCEveryone is dry.For example, Li Shicong, the president of Longyan, the leader of Taiwan's funeral industry, bought thousands of TSMC for 275.1 yuan per share. It was a very few winners in four months.
According to the second quarter of Taiwan stocks, there was a strong bomb with US stocks. According to the information of the stock exchange, there were more than 1,600 large households with a transaction of more than 500 million yuan in the second quarter and 15,000 people with more than hundreds of millions of yuan in transactions.The new high since the third quarter of the year, the transaction is quite hot.Even the young people and college students who were more indifferent to the stock market in the past also participated in the stock market and funds through regular investment methods. From March to May this year, the number of accounts below 30 years old has 60,000. It is the age layer.The most growing up, many banks have launched small investment to strive for these young customers with only 20,000 to 30,000 monthly salary.
When countries around the world are still raging repeatedly by crown disease, the first quarter of Taiwan, where the epidemic prevention is doing well, has increased by 1.59%in the first quarter of the GDP, and the marine rate of Taiwan shares is as high as 4%.The existence rose, the Taiwan dollar appreciated to a two -year high of 29.3 yuan.Although the central bank is worried that the appreciation of the Taiwan dollar has caused the exporting enterprises to rise many times, and they are afraid that the United States will include Taiwan in the exchange rate manipulation list. At present, it can only fight and go.
TSMC benefited from the Sino -US trade war, the mainland actively snapped its inventory, and the United States also increased the procurement of scientific and technological products such as Taiwan ’s laptop due to long -range demand, which made Taiwan’ s semiconductor a unique show.Moreover, the catering and tourism inside Taiwan also warmed up from May and June.
However, on the other hand, foreign epidemics are serious. Taiwan ’s manufacturing industry is mainly based on exported production. The most tragically metal electromechanical industry, the growth rate of the textile industry in the traditional industry in the second quarter is negative 30%.According to the latest data released by the Ministry of Labor, the number of unpaid fakes in the manufacturing industry is 353, and the number of people is 16,517, which has set a new high since the outbreak.
The Taiwan government has launched three waves of bailout measures, but scholars are still reminding that many small and medium -sized enterprises with export -oriented -oriented are seriously damaged in this epidemic., It should also be integrated at this time to enhance its competitiveness.
At present, the economy of Taiwan is a rare growth in countries around the world, but the overall economy is still a yellow and blue lamp signal from the bottom layer. In addition to semiconductors and other technology industries, the real economy and new high stock market for 30 years are decoupled.13,000 points, but the main cause of the Guoan Fund of the market still did not dare to exit.
In addition to the funds bubbles piled up by various countries and the low -interests of banks to manufacture stock markets, the Period of the stock market, Greater Taipei housing price index also reached a five -year high. The Central Bank recently announced that the balance and construction financing balance of the housing market also set a new high.It is showing that the gap between the rich and the poor has been extended due to the impact of the epidemic and the proper investment in the stock market. Even if there is a country to protect the country, everyone can only seek more blessings.
