讀後心得

Investors are worried about the opening of the Taiwan stock market on the 7th, as US stocks have been declining consecutively, spreading a sense of frustration. On Dcard, a netizen asked whether they should short the market, sparking heated discussions. Most netizens believe that individual stock performances vary, with some predicting that the market could drop by 1000 points, advocating for a wait-and-see approach. Meanwhile, former private equity trader "股人阿勳" suggests that value investors look for opportunities to increase their positions amid the decline and provides four recommendations to cope with the current market volatility.

Financial Center Report

Many investors are worried about the opening of Taiwan's stock market on the 7th. The U.S. President's new tariffs on multiple countries have caused U.S. stocks to decline for two consecutive days, coinciding with the Qingming holiday, which has drawn significant attention from investors. Someone online posted a question: "Will next week be a bear market?" This post has sparked heated discussions among stockholders.

• A netizen asked on the platform, "Which stocks are suitable for short selling? It seems that stocks related to AI will be severely impacted."
• Many netizens shared their opinions: "Short selling depends on individual stocks; electronic stocks will all be affected."
• "It could open with a drop of 1000 points, and then it won’t be possible to short sell."
• "Everyone can predict; what assurance do you have to make money?"
• "Taiwan's automotive industry may perform poorly, but I expect 20688 won’t easily break below; there’s still time to observe."

Additionally, some netizens mentioned, "The bears may rebound; if you want to short sell, you need to be cautious." They reminded, "The opening may be low; if the government intervenes to protect the market, it will increase the risk."

A former private equity trader stated that a sharp decline in the stock market seems unavoidable, and more bad news may emerge in the future. He believes that value investors should look for opportunities to increase their stakes at this time, rather than flee. He suggested:

• Those with cash and confidence should enter the market in batches during low points.
• If cash is insufficient, remain calm and wait, and reorganize assets.
• Avoid leveraging; leave some room for breathing.
• Extend the investment timeframe; in six months, this panic will likely be replaced by other news.

More related reports:

• Analysis of the impact of U.S. tariffs
• China's countermeasures against the U.S.
• Experts’ predictions on market trends