TAIEX Drops on First Day Post Election 台股今一度跌逾200點 跌破14600點關卡

Taiwan's stock market plunged this morning after the local election ended. It fell more than 200 points during the session, falling below 14,600 points. 


The TAIEX fell more than 200 points, crossing below the 14,600 level on the first trading day after the local elections. TSMC fell NT$12 at the opening and expanded its loss after hitting NT$486. Other large-cap electronic companies such as Hon Hai and UMC also retreated. The financial industry also performed weakly.

Wang Jung-hsu, CEO, Marbo Investment Advisors: “Protests broke out against quarantine policies in China over the weekend, which causes worries in the market as China's demand could fall further. In addition to the decline in Taiwanese stocks, Asian stock markets generally tumbled on the 28th. A stronger U.S. dollar means that funds are flowing out, which is more unfavorable for large-cap stocks.”

Analysts said that China is a big consumer country and if the effect of China's "A4 Revolution" expands this time, it may have a great impact on international stocks in the future. Moreover, the TAIEX has risen by more than 2,000 points in the past month. The index may fluctuate in the short term. Analysts are also worried about the weakening support of the National Financial Stabilization Fund as the local elections have ended, along with waning political pressure.

Juan Ching-hwa, Deputy Minister of Finance: “Before we exit the stock market, we always try to maintain its stability. Today's situation is quite special. We will pay close attention.”

Juan said that although the stock market has stabilized slightly, there are still many uncertainties in the future. He will continue to pay attention to the stock market. At this stage, because there are no major special circumstances, there is no need to hold an ad hoc meeting. The next scheduled meeting is for January next year. The fund's invested amount and performance for the fourth quarter will also be announced at that time.


 

九合一大選落幕,台北股市迎來第一個交易日,盤面綠油油,指數跳空開低後,盤中一度大跌逾200點,跌破1萬4600點整數關卡;而台積電開盤下跌12元,來到486元後跌幅擴大;其他大型電子權值如鴻海、聯電等也都回檔修正;金融族群也是表現疲弱,目前大盤仍呈現震盪走勢。

萬寶投顧執行長王榮旭分析:「週末的時候中國爆發這種抗議反清零的一個政策示威活動,這部分讓市場擔心中國的需求可能進一步下滑。除了台股下跌之外,亞洲股市普遍都是大跌,加上美元走強的關係,資金的部分又呈現一個外流的狀況,這個就比較不利大型的股票。」

分析師表示,由於中國是消費大國,要是這回中國白紙革命效應擴大,接下來恐對國際股影響會很大。而且台股在這1個月漲了2000多點,未來短線指數恐震盪整理。而在選舉結束和政治壓力減退下,也讓外界擔心國安基金護盤力道會跟著減弱,甚至提前退場。

對此財政部次長阮清華回應:「我們在退場之前,都是會儘量維持股市的穩定。今天的情況比較特別,我們會密切關注。」

阮清華表示,儘管股市稍有回穩,但未來仍有很多不確定因素,會持續關注股市走勢。現階段因為沒有重大特殊狀況,並沒有召開臨時會必要,基本上就是等到明年1月的例會再來看委員會決議,到時候也會一併公布第4季所投入的金額與績效。