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statementUBS singled out 21 stocks across four semiconductor groups.林睿閎JohnstatementDelta Electronics' October revenue rose 14% month-on-month and order visibility is high.林睿閎JohnpredictionApple 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.林睿閎JohnallegationNvidia 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.林睿閎JohnstatementThe 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.林睿閎JohnstatementThe key branch that sold more than 2,500 lots of 大江(8436) near the September high recently bought back close to 1,000 lots after the price fell below 100.林睿閎JohnstatementA key branch bought 85 lots of 力旺(3529) as the price fell near the 2,000 level over the past three days.林睿閎JohnstatementFour Tainan and Kaohsiung regional branches steadily absorbed close to 400 lots of 萬潤(6187) during the decline.林睿閎JohnstatementThree key branches that sold over 1,000 lots at the October high recently bought more than 2,700 lots of 宏捷科(8086) on the pullback.林睿閎JohnstatementThree key branches that sold over 1,000 lots near the September high recently bought back more than 1,000 lots of 矽格(6257) on the pullback.林睿閎JohnstatementThe key branch that bought 700 lots at the July crash low this time took in more than 1,300 lots of 臻鼎-KY(4958).林睿閎JohnstatementFive key Taoyuan branches kept buying during the decline, accumulating close to 1,000 lots of 佳必琪(6197).林睿閎JohnstatementOver the past month the TAIEX fell 8,455 points and the OTC index plunged 26% into a bear market.林睿閎JohnstatementTo 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JohnstatementThe 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JohnstatementAlthough 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JohncommitmentAbove the OTC quarterly line one can use leverage or borrow, but below the quarterly line one must absolutely reduce positions to zero leverage, because forced-selling pressure always appears below the quarterly line.林睿閎JohnstatementHolders in this wave have on average seen a 30-60% drawdown from the high.林睿閎JohnstatementThis kind of market condition has appeared twice in half a year: once in July and again in October.林睿閎JohnstatementEven 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
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