statement
Although 國安 entry can resolve liquidity, current selling pressure has not been fully vented and the whole 美股基金 is still being liquidated.
A statement by 林睿閎John. Statements are as reported by the cited publishers — not verified by DecisionGateway.
國安進場後雖然可以化解流動性,但現在的賣壓沒有被宣洩乾淨,整個美股基金都也還在斷頭
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國安基金進場主要是在市場非理性崩跌時提供流動性、穩住投資人信心,不代表宣布進場後就會一路往上。johnstock888 · statementTo avoid damaging core holdings, 基金 can only cut the stocks it likes less — for example, if you hold 台積電 you cannot cut it, you can only cut 聯發科 or 台達電 — and then 中實戶 and 散戶 margin liquidation forms another death spiral.林睿閎John · statementThe National Financial Stabilization Fund is coming to the rescue.johnstock888 · statementThe key going forward is 外資: this wave 外資 has not only sold weighted stocks but also heavily sold 主被動基金, and for every 100億 外資 sells, 基金 must sell 100億 into the market.林睿閎John · statement國安基金宣布第十次進場,最高可動用5,000億元。johnstock888 · commitmentBeing liquidated once teaches you not to hold losing positions, and that lesson is worth it for stocks and for everything in life.johnstock888 · statement
More claims by 林睿閎John
UBS singled out 21 stocks across four semiconductor groups.statementDelta Electronics' October revenue rose 14% month-on-month and order visibility is high.statementApple showed off a robot brain and made a major breakthrough in humanoid products; Hon Hai Precision Industry (鴻準) is expected to benefit and win a large order.predictionNvidia CEO Jensen Huang is alleged to have had an extramarital affair, which is said to affect the chip supply chain and could shake the AI investment boom.allegationThe Dow surged more than 1,100 points and the S&P had its best day since April, while Nvidia fell more than 4% against the trend.statement
All claims by 林睿閎John