讀後心得

The Taiwan Stock Exchange opened higher today (the 26th), with the weighted index rising by as much as 124 points, reaching a maximum of 22,398 points, but soon faced selling pressure, falling back below the annual line. TSMC's stock price turned downward, and many investors are waiting to choose the right time to enter the market. Fan Zhenhong, the general manager of Yuanta Investment Consulting, pointed out that the market is taking a wait-and-see approach regarding the tariff adjustments on April 2nd. If Trump imposes tariffs comprehensively, the Taiwan stock market may experience significant declines. Since falling below the annual line, the Taiwan stock index has struggled near that line for 10 trading days, with trading volume declining. Fan Zhenhong predicts a higher chance of a rebound in the second half of the year, noting that TSMC's performance still dominates the trend of the Taiwan stock market.

The Taiwan stock market opened with a rebound today (26th), with the weighted index rising by as much as 124 points, reaching a high of 22,398 points, attempting to return to the annual moving average position but soon faced selling pressure, causing it to fall back below the annual line once again. TSMC's stock price also turned negative, leaving many investors confused about the timing for entering the market. In response to this situation, the general manager of Yuanta Investment Consulting pointed out that the rebound in the Taiwan stock market on the 25th was not significant, indicating that the market is taking a wait-and-see attitude towards the tariff policy on April 2. If Trump implements tariffs comprehensively in April, the Taiwan stock market may face a significant decline.

The Taiwan stock market opened on the 25th at 22,269.37 points, trying to challenge the annual moving average but ultimately failed to do so, closing at 22,273.19 points, up 166.55 points, a rise of 0.75%. Since falling below the annual average, the Taiwan stock market has struggled for 10 trading days, with trading volume continuing to decline. On the 26th, it opened with another rise, with the weighted index increasing by 124 points but faced selling pressure, and the recent volatility has left many investors feeling helpless.

According to reports, analysts pointed out that observing the strength of the Taiwan stock market's rebound on the 25th and the market's attitude towards the tariff on April 2 can be described as wait-and-see, predicting that the first half of the year may face impacts from uncertain factors. Analysts assess that there is a greater chance for a rebound in the second half of the year, estimating that the index will fluctuate between 20,000 and 23,500 points in the second quarter. If Trump imposes comprehensive tariffs in April, it may be difficult to maintain the support level of 20,000 points, but with support from domestic investors, that level is expected to remain strong. To initiate the next bullish market, TSMC's performance remains crucial. TSMC reached a historical high of 1,160 yuan on January 7, but recently retreated to 950 yuan, indicating a considerably weak market trend.

• The Taiwan stock market opened with a rebound, with the weighted index rising by 124 points.
• The annual moving average position was lost again, leading to selling pressure.
• Investors feel confused about the timing for entering the market.
• Analysis shows that the market is taking a wait-and-see attitude towards the tariff policy on April 2.
• It is expected that the first half of the year will face impacts from uncertain factors.
• Analysts believe that TSMC's performance is key to the next round of bullish trends.