讀後心得

Many investors are concerned about the Taiwan stock market opening on the 7th, as U.S. stocks have plummeted continuously due to Trump's tariff policies. There is lively discussion online, with some questioning whether it is appropriate to short the market next week and discussing the performance of related stocks. A former private equity trader reminded value investors that they should seize the opportunity during the decline rather than avoid it, and offered four investment suggestions, including buying on dips, maintaining cash flow, avoiding high leverage, and extending the investment horizon.

Financial Center Report

Many investors are worried about the opening situation of Taiwan's stock market on the 7th. Affected by the U.S. president's imposition of tariffs on multiple countries, the U.S. stock market has seen significant declines for two consecutive days, coinciding with the Qingming holiday period, raising concerns among many investors about the performance of Taiwan's stock market. A netizen posted on Dcard asking, "Will next week be a short seller's world?" This post sparked heated discussions among many stock traders.

• One netizen stated, "Shorting also depends on individual stocks; electronic stocks may suffer a total loss."
• Anther predicted, "It might be too late; next week could see restrictions on short selling, and the market may open down -1000 points."
• Another netizen questioned, "If everyone can predict this, what makes you think you can profit?"
• Some believe, "Taiwan's automobile industry may be affected, but Taiwan's stock market should have support at 20688 points."

In addition, some suggested, "Bears may sometimes rebound; if you want to operate, do so cautiously." Another netizen mentioned, "If the market opens low and continues to fall, shorting in the short term will be very dangerous, and there are concerns that the government may implement measures to stabilize the market."

A former private equity trader pointed out that a significant decline in the stock market is unavoidable, and there may be more negative news in the future. However, he also believes that for value investors, such a decline should be seen as an opportunity to increase positions rather than a reason for panic. He offered four suggestions:

• If you have cash, maintain confidence and enter the market in batches at lower levels.
• If cash is limited, remain calm and be prepared for asset restructuring.
• Avoid using leverage; do not go all in, and keep some breathing space.
• Extend your investment horizon; after six months, you will find that the current panic has been replaced by other news.

More related reports include analysis on the U.S. adjustments to tariffs on Taiwan and their related impacts.