讀後心得

Many investors are worried about the opening of the Taiwan stock market on the 7th, influenced by the continuous plunge of the US stock market. Some have mentioned that next week could be a good time to short the market, sparking lively discussions. One netizen asked which stocks would be suitable for shorting, bringing up the poor performance of AI-related stocks. Different netizens shared their views, with some believing that the market may decline further, while others suggested buying on dips. Former private equity operator "股人阿勳" reminded that for value investors, a decline presents a good opportunity to increase their positions and provided related investment advice.

According to reports from the financial center, as the opening date of the Taiwan stock market on the 7th approaches, many investors are showing signs of anxiety. (Illustration image / data photo)

Recently, U.S. President Trump has imposed high tariffs on multiple countries, resulting in a significant drop in the U.S. stock market for two consecutive days. This situation coincides with the Qingming festival holiday, causing many investors to start worrying about the performance of the Taiwan stock market next week. Some have posted online asking, "Will it be a bear market next week?" This post has sparked widespread discussion among stockholders.

One netizen raised the question on Dcard, "Will it be a bear market next week?" and stated, "Which stocks are suitable for short selling? It seems that AI-related stocks will be more affected." Subsequently, many netizens responded, saying: "Short selling still depends on individual stocks; electronic stocks are likely to all fall." Another commenter said, "I'm afraid it might be too late; the market could drop 1000 points as soon as it opens next week, and there may be no opportunity for short selling then." Another netizen mentioned, "If everyone can predict the situation, what reason do you have to think you can make money? Short selling might face a backlash." Some netizens believe that Taiwan's automotive industry may be affected, but they also think that it's unlikely for the stock index at 20688 points to be surpassed again; there are still two days to observe closely.

Some netizens offered advice: "When the bear market occasionally rebounds, if you want to enter the market, it's advisable to be cautious." Another netizen analyzed, "If the market opens lower, there may be manipulation to push it up, making short selling very risky."

A former private equity trader stated that a significant market decline is inevitable and even predicts that there may be more bad news in the coming month. However, he believes that for value investors at this time, they should "look for opportunities to add more" rather than trying to escape. He also provided several suggestions:

• Investors with cash and faith should utilize the lows to gradually enter the market.
• Investors without cash should remain calm and do their homework on asset restructuring.
• Avoid using leverage and going all in, leaving some room for operation.
• Extend the investment timeframe; typically, these panic emotions will be replaced by other news in six months.