讀後心得

On the 2nd, U.S. President Trump implemented reciprocal tariffs on multiple countries, causing significant fluctuations in global stock markets. The U.S. stock market experienced its largest single-day drop in five years on the 3rd, and on the 4th, the Dow Jones Index fell again by 1,604 points, showing no signs of stop. Taiwan faces tariffs as high as 32%, and investors are worried that the Taiwan stock market will see a significant decline next Monday. Netizens are discussing on stock forums, believing that gaming stocks may not be affected and questioning whether stocks like Xingxiang are more attractive than TSMC. Although some hold a wait-and-see attitude, several netizens remain optimistic about Xingxiang, with some even considering buying Chunghwa Telecom. The Executive Yuan also plans to launch assistance programs to address the economic impact.

U.S. President Trump implemented reciprocal tariffs on multiple countries on the 2nd, a decision that instantly triggered turmoil in global stock markets. The U.S. stock market suffered a significant decline in trading on the 3rd, marking its largest single-day drop in nearly five years, and again plunged sharply during trading on the 4th, with the Dow Jones Industrial Average dropping 1,604 points, indicating that the market's panic sentiment has not eased.

In this tariff war, Taiwan faces tariffs as high as 32%, leading to widespread concern in the market about the performance of Taiwanese stocks when they reopen on Monday. Many investors predict significant volatility. A netizen posted on a stock forum pointing out that gaming stocks seem to be unaffected by the tariffs and asked, "Is buying Hon Hai now wiser than investing in TSMC?" Many netizens are discussing this, with some saying that the current entry risk is too high, while others mentioned, "waiting to buy Hon Hai shares," and some suggested that "purchasing Chunghwa Telecom might be more secure."

Trump imposed reciprocal tariffs on countries with a trade imbalance with the U.S., with tariff rates being 34% for China, 32% for Taiwan, 25% for South Korea, 20% for the European Union, and as high as 46% for Vietnam. Executive Yuan Premier Su Tseng-chang announced on the 4th an $88 billion relief plan, covering nine major areas and 20 specific measures; however, he also acknowledged that concerns about potential declines in Taiwanese stocks are "inevitable."

Regarding the future direction of the stock market, some netizens have expressed a sense of crisis. One user posted on the stock forum, believing that the electronics industry will inevitably be affected, but the gaming sector appears to be relatively resilient. This netizen plans to accumulate small shares of Hon Hai during the downturn but is considering directly investing in TSMC based on a friend's suggestion, further asking, "Is buying Hon Hai really better than TSMC?" This post sparked widespread discussion, with many netizens holding differing views. Some warned to be cautious about entering the market, while others maintained an optimistic attitude, believing that Hon Hai still has growth potential in the future, urging everyone to "just buy Hon Hai, thanks."

More follow-up reports will continue to monitor market dynamics, so please stay tuned for the latest news.