讀後心得

Taiwan's stock market is closed due to the Qingming Festival holiday, and the impact of the U.S. Trump tariff policy remains unclear. Many investors are concerned that there may be a significant drop when the market opens. According to the data from the FT Taiwan Index, there has already been a 9.1% decline, which, if applied to the Taiwan stock market, could result in a drop of nearly 1,900 points at the opening, potentially facing selling pressure of up to 2,000 points. The Premier, Su Tseng-chang, convened a meeting to assess financial measures and discuss how to support the supply chain, reminding investors to carefully evaluate risks.

The Taiwan Stock Exchange is closed due to the Qingming Festival, and the impact of Trump's tariff policy is not yet evident, but many investors are concerned about a potential significant drop when trading resumes. U.S. President Trump's tariff measures have caused turbulence in the international financial market, leading to a prolonged decline in the U.S. stock market, entering a "bear market." According to the FT Taiwan Index, which continued to trade during the closure, stock prices have plummeted by 9.1% since the announcement of the tariff policy. If the Taiwan stock market experiences a similar drop after reopening next week, it could fall about 1900 points from the pre-Qingming level of 21298.22, with financial experts predicting that if there is forced selling pressure, the decline could reach 2000 points.

Trump announced global tariffs, which were followed by extreme volatility in the U.S. stock market, with major indexes falling more than 1500 points over two consecutive days, resulting in a loss of about 6 trillion U.S. dollars in total market value (approximately 198.6 trillion New Taiwan dollars). Therefore, the Taiwan stock market's opening after the Qingming Festival may also be affected by this financial storm. The Premier recently held a meeting to gather relevant units to discuss countermeasures to address potential market fluctuations.

According to the decline in the FT Taiwan Index, it has dropped by 9.1% since Trump announced the tariffs, currently standing at 1620 points. If this scenario continues, and the Taiwan stock market drops by the same 9.1% when it opens next Monday, it would fall by about 1900 points. Previously, some experts analyzed that if the downward trend persists, the Taiwan stock market could conservatively estimate a decline of 1800 points after opening. Experts also warned that if the decline reaches 1800 points, combined with forced selling pressure, there may again be a situation where the market drops by 2000 points, thus urging investors to increase their cash ratios in advance or choose safe-haven assets.

Regarding the opening strategy for Taiwan next Monday, government officials stated that the meeting analyzed the financial conditions and characteristics of the stock and foreign exchange markets in Taiwan, continuously evaluating relevant measures and listening to the investment situation of Taiwanese businesses. If there are any countermeasures, explanations will be published in a timely manner.

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