讀後心得

Many investors are worried about the opening of the Taiwan stock market on the 7th, as the U.S. stock market has fallen sharply for two consecutive days, compounded by the impact of President Trump's tariff policies. A netizen asked on Dcard, "Will there be short selling next week?" prompting discussions among many stock investors. Some netizens believe that technology stocks will be severely impacted, while others suggest that value investors should seize the opportunity to accumulate during the downturn. They provided four strategies, including holding cash, patiently observing, and avoiding fully entering the market.

Financial Center Report

Many investors are worried about the opening of the Taiwan stock market on the 7th. The U.S. president's imposition of tariff policies on multiple countries has caused U.S. stocks to plummet for two consecutive days, coinciding with the Qingming holiday, leaving many investors feeling anxious. A netizen asked online, "Is next week going to be the world of short selling?" This post sparked extensive discussions among stock traders.

• A netizen asked on Dcard, "Is next week going to be the world of short selling?" and mentioned which stocks might be suitable for short selling, particularly noting that AI-related stocks may face serious hits.
• Many responses pointed out: "Shorting also depends on individual stocks, electronics stocks may fall significantly," "It's too late, Monday's opening might directly drop by 1000 points, making it impossible to short," and "If everyone could predict, why do you think you can make money?" as well as "I think Taiwan's automotive industry might be more affected, but the support at 20688 in Taiwan stocks is not easy to break, there are still two days to observe."

In addition, some netizens suggested: "Shorting may occasionally rebound, but the rebound strength is usually strong; if you intend to participate, please operate cautiously," and "If U.S. stocks rebound today, then Monday’s opening may drop, but there may also be protective measures."

A former private equity trader pointed out that a sharp decline in the stock market is inevitable, and more unfavorable news may appear in the next month. However, he believes that for value investors, this drop is actually "an opportunity to reinforce positions," rather than "to escape." He suggests:

• 1. Prepare cash and confidence, and choose to enter the market in batches at lower prices.
• 2. If there is no cash, remain calm and conduct research on asset restructuring.
• 3. Do not use leverage; leave ample room for breathing space.
• 4. Extend the investment time horizon, allowing yourself to realize that six months later, these panic emotions have long been replaced by other news.