讀後心得

Today, the hottest topic of discussion in the Taiwan stock market revolves around TSMC. Netizens have expressed their concerns about its stock price, with many pointing out that retail investors are panic selling, leading to sluggish market trading volume, which has affected stock performance. Experts note that TSMC is currently facing challenges from the U.S. economic environment, and short-term capital demands may suppress profit margins, subsequently impacting the stock price. Although there is long-term investment value in the future, frequent trading is not recommended in the short term. The end of the trading session may be influenced by market risk-averse sentiment, and overall performance still needs to be observed.

Today's hot topics discussed on social media include: "Why did GG go black again? Is it directly offline?" "It was just raised high for GG, but now it has been pressed down again." "Retail investors are panicking and selling TSMC again; history always repeats itself." "The number of buy and sell orders for TSMC is very low." "Selling small-cap stocks to support TSMC; after the support is completed, TSMC will be handed over, and GG will go again." "GG turned black at the end of trading." "GG turned black; it seems no one wants to bet during the long holiday." "GG has been dumped again; feel free to short." "I don't plan to sell TSMC within three years, so I think it's cheap to add to my position." Further reading: Financial reports are not out yet, and there will be a trading halt after the Qingming Festival! The connector factory Hua Cheng gapped down to the limit and is left with 3 yuan, with nearly five thousand orders queued and unable to sell.

Today, netizens also expressed their views on TSMC's flat oscillation: "Awesome, if the US stock market crashes tonight, I can short GG again." "Shouldn't we sell TSMC at the end of the day today? The idiot traders won't buy again, right?" "Don't worry, my funds have entered the market to support, backing 1 share of TSMC." "GG has been raised to 950 to let everyone escape, still not realizing?" "GG has been sold back again." "Hope to see the price of 850 this month." "GG's rebound has ended." "GG is going down together with Grandpa, don't hold on any longer." "The 900 GG is worth waiting for; a wave of escape is about to arrive."

In response to the heated discussion among netizens, experts analyze that the main challenge facing TSMC currently is the poor overall economic environment, while the company plans to set up factories in the United States with a total investment of 165 billion USD. In the long term, establishing factories in the U.S. is a positive development, but the capital demand in the short term may suppress the gross profit margins for the next one to two quarters, affecting stock price performance. Additionally, due to the upcoming Qingming holiday, the market trading volume is relatively low, further restricting the performance of large-cap stocks like TSMC. On the technical side, TSMC's stock price has fallen below all moving averages, but the weekly K-line shows the stock price is stabilizing near the 60-day moving average (about 940 yuan). As long as this support level can be maintained today, there may still be a chance of a rebound next week. Experts believe that from the perspective of long-term investment, the current price has investment value, but there is a lack of significant positive news in the short term, and the market trading volume is insufficient, so short-term trading is not recommended. Regarding today's closing trend, analysts indicate that with the upcoming four-day holiday, the U.S. will release non-farm payroll data and unemployment rates, leading to heightened market risk aversion, which may result in selling pressure or a flat closing at the end of trading.