statement
To 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.
A statement by 林睿閎John. Statements are as reported by the cited publishers — not verified by DecisionGateway.
【基金只能選擇比較不愛的股票砍】（舉例來說你手中有台積電不能砍、你只能去砍聯發科或台達電），接著中實戶跟散戶融資斷頭又是一次死亡螺旋
Related claims
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.林睿閎John · statementIn mid-October they significantly cut positions, but core holdings such as 萬潤 (1600 to 864) and 大量 (from 1090 to 700) went from gains to losses.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 · statementBeing liquidated once teaches you not to hold losing positions, and that lesson is worth it for stocks and for everything in life.johnstock888 · statement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 · statementEven a strong stock like 創意 fell 35% from its high, and a weak one like 國巨 fell 70% from its high.林睿閎John · 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