讀後心得

Investors felt anxious before the opening of the Taiwan stock market on the 7th, due to the U.S. stock market plunging for two consecutive days. Additionally, a netizen posted on Dcard asking whether they should short the market. Various opinions emerged; some netizens believed that electronic stocks would be affected, while experts suggested that value investors should seize the opportunity presented by the decline. Former private equity operator "股人阿勳" provided four recommendations, including maintaining cash, avoiding full investment, and being mindful of a long-term investment perspective.

Financial Center Report

Many investors are concerned about the opening of the Taiwan stock market on the 7th.

The U.S. president has wielded the tariff blade against several countries, causing the U.S. stock market to plummet for two consecutive days. Coinciding with the Ching Ming Festival holiday, many investors feel anxious about the opening of Taiwan's stock market on the 7th. A netizen posted online questioning: "Is next week going to be the realm of shorting?" This post sparked intense discussion among a large number of stock investors.

• A netizen on Dcard mentioned, "Which stocks are better to short? I feel that AI-related stocks will definitely be worse."
• Other netizens responded, "Shorting also depends on the individual stocks; electronics are definitely going to crash," "It may be too late; it might drop 1000 points as soon as the market opens, and you won’t be able to short."
• Another netizen stated, "Everyone can predict it; what makes you think you can profit? If you short, you might get squeezed," and "I think Taiwan's automotive industry could be heavily affected."
• Some analysts believe that "if the market opens low and continues to decline, bears might not have profits to gain and may fear the government intervening secretly."

A former private equity trader pointed out that a major stock market drop is inevitable and that more bad news may emerge in the coming month. He advised value investors to "look for opportunities to increase their positions" rather than "finding ways to escape."

• Suggestion 1: Have cash and faith, and enter the market in batches when prices are low.
• Suggestion 2: If you have no cash, keep calm and do your homework on asset restructuring.
• Suggestion 3: Avoid leverage, don’t go all in, and leave some room to breathe.
• Suggestion 4: Extend the timeline; after six months, you may find that these panics are replaced by other news.

Additionally, reports indicate that Trump has commented on the tariff policies of the U.S. and Taiwan and their impacts.