讀後心得

Investors are concerned about the opening of the Taiwan stock market on the 7th, as U.S. President Trump has imposed tariffs on multiple countries, causing U.S. stocks to plummet for two consecutive days. On Dcard, a netizen asked whether this would be a "bear market," sparking extensive discussions among stock investors. Some believe that electronic stocks will be hit hard, while others remind about the risks of short-selling. Former private equity trader "股人阿勳" pointed out that a significant drop in the stock market is inevitable, but value investors should seize the opportunity to increase their positions and provided four pieces of advice, including maintaining cash flow and observing the market long-term.

Financial Center Report

Many investors are worried about the opening of the Taiwan stock market on the 7th. Recently, the U.S. President has imposed tariffs on multiple countries, resulting in continuous declines in the U.S. stock market, coupled with the Qingming holiday, which has affected investor sentiment. A netizen posted online asking, "Is next week the reign of short-selling?" This post has sparked extensive discussions among investors.

• A netizen mentioned on the forum, "Which stocks are better for shorting? It feels like AI-related stocks will fare worse."
• Another netizen responded: "Shorting also depends on individual stocks; electronics will definitely crash."
• Another comment stated: "It’s too late. Next week may have a ban on shorting, and it could open down by -1000 points, so you won't be able to short."
• One netizen pointed out: "If everyone can predict it, what makes you think you can profit? Shorting could end up getting squeezed."
• Some believe: "I think the Taiwanese automotive industry; I also feel that the level of 20688 in the Taiwan stock market won't be easily broken, and there are still two days to observe."

In addition, some netizens suggested: "Bears sometimes bounce back strongly, if you want to trade, it's fine, best of luck." Another netizen expressed concern, saying, "If it opens low and goes low, there won’t be much to short, just afraid the government secretly supports the market and squeezes shorts."

Regarding future market trends, a former private equity trader provided an analysis. He stated that a significant market drop is inevitable, and there may be more bad news in a month; however, for value investors, such a decline should be seen as "an opportunity to buy more," rather than "a reason to run." He also shared several pieces of advice:

• When you have cash and faith, buy in batches on dips.
• If you don't have cash, you should remain calm and do the work of restructuring your assets.
• Don’t use leverage and don’t go all in; leave some room to breathe.
• Extend your time frame; you'll find that the panic will have been replaced by other news in six months.