Is the tariff policy turning the Taiwanese stock market into a "short-selling paradise"? Experts point out that there is the greatest risk for a certain type of stock next week, and investors lament: it's already too late to respond!
讀後心得
Investors are concerned about the opening of the Taiwan stock market on the 7th, as U.S. President Trump's tariff policies have led to a sharp decline in the U.S. stock market. Netizens are discussing whether it's appropriate to short-sell and expressing their views on related stocks. Some netizens believe that caution is warranted, as there may be a significant drop at the opening, while others suggest focusing on long-term investments. Former trader "股人阿勳" emphasizes that a stock market decline should be seen as an opportunity to increase positions, and provides four investment suggestions, including maintaining cash flow, avoiding leverage, and holding for the long term.
Financial Center / Report
With the impact of the U.S. president imposing tariffs on multiple countries, the U.S. stock market has experienced significant declines for two consecutive days. Coinciding with the Qingming Festival holiday, many investors are worried about the opening of the Taiwan stock market on the 7th. Discussions about "Is next week a good time to short?" have emerged online, attracting the attention of many stock investors.
- A netizen asked on Dcard, stating, "Which stocks are better to short? It feels like AI-related stocks will be particularly affected."
- Many netizens replied, mentioning, "Electronic stocks may be affected" and "Predictions of shorting may get reversed by the market."
- Some netizens also expressed views, suggesting that the automotive industry may face challenges, making it difficult for the Taiwan stock market to drop significantly.
Additionally, some netizens suggested, "Shorting requires caution, as the market may rebound." A former private equity trader analyzed that the current stock market plunge was expected, and there may be more bad news in the future. However, he believes value investors should seize the opportunities that the decline provides, rather than avoiding them. Here are his four pieces of advice:
- 1. Maintain cash flow and have faith, entering the market in staggered batches at the right times.
- 2. If cash is insufficient, remain calm and prepare for asset restructuring.
- 3. Avoid using leverage, leaving breathing room.
- 4. Extend the holding period; as time passes, panic will be replaced by other news.
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