讀後心得

According to reports from the financial center, investors are concerned about the opening of the Taiwan stock market on the 7th, as U.S. stocks have continuously plummeted due to Trump's tariff policy. A netizen posted on Dcard asking whether they should short the market, sparking enthusiastic discussions among stock traders. Some believe that the electronics industry may experience a comprehensive decline and are worried that after a low opening, shorting may not be possible. Former private equity trader "股人阿勳" suggests that investors consider adding positions during declines, while avoiding full pressure and leverage, and maintaining a long-term investment perspective.

Financial Center Report

• Many investors are worried about the opening of the Taiwan stock market on the 7th.
• The U.S. president has implemented tariff policies on multiple countries, causing U.S. stocks to plummet for two consecutive days, coinciding with the Qingming Festival holiday, which has left many investors feeling anxious.
• A netizen posted in a forum asking, "Is next week the era of short selling?" which sparked extensive discussions among stock traders.
• One netizen mentioned, "Which stocks are suitable for short selling, especially those related to AI, should be affected."
• Many netizens responded that "short selling requires caution, as electronic stocks may suffer substantial losses."
• Another netizen pointed out, "At this time, it's already too late to short sell, the market may plummet at opening, it could drop -1000 points right at the start."
• Some suggestions indicated that "rebounds occasionally occur in a bearish market, but the risks are significant; short selling should be approached with caution."
• A former private equity trader stated that the sharp decline in the stock market is unavoidable, and there might be more bad news to come in the future. For value investors, he recommends taking advantage of the downturn to enter the market instead of choosing to avoid it.
• He provided the following four suggestions:
  • 1. Have cash and conviction, and buy in batches when prices drop.
  • 2. If you have no cash, stay calm and prepare for asset restructuring.
  • 3. Avoid using leverage, do not go all-in, and leave room for breathing.
  • 4. Extend the investment horizon; in six months, these panic emotions will be replaced by other news.