Guoan Fund enters the market, legal persons name TSMC and 0050 to benefit directly

Guoan Fund entered the market, and the legal person named TSMC and 0050 directly benefited. (Photo by reporter Tian Yuhua)

[Reporter Zhang Huiwen/Report from Taipei] The tenth National Security Fund is here! The Taiwan stock market fell below the 40,000-point mark last Friday, and investors were bleeding. The National Security Fund decided to enter the market, and the Financial Supervisory Commission also announced five major rescue measures. Many retail investors frequently asked which stocks they should pick up? Legal persons believe that the National Security Fund focuses on value stocks, with technology stocks included. Including TSMC (2330), MediaTek (2454), Delta Electronics (2308), ASE (3711), etc. Financial stocks are mainly Fubon Gold (2881) and CITIC Gold (2891). Investors can also directly add market capitalization ETFs such as Yuanta Taiwan 50 (0050).

According to legal analysis, according to statistics from the stock exchange and the OTC buying center, on November 6, the balance of listed financing fell sharply by 42.356 billion yuan in a single day, and OTC listings also decreased by 14.062 billion yuan. The total decrease of the two was 56.418 billion yuan, which shows that the market's highly leveraged funds quickly exited the market, which will help reduce the selling pressure. Taiwan stocks have bottomed out and rebound opportunities are in sight.

The legal person believes that Guoan Fund will naturally focus on weight stocks. If investors find it difficult to choose individual stocks, they can also directly buy market capitalization ETFs, and market capital confidence is also highly concentrated in weight stocks. The rebound after the sharp decline will be led by large weight stocks with resilient operations. At this stage, there is no need to focus on stock selection. If you want to increase your investment at a low level, you can carefully plan your funds to enter market capitalization ETFs such as 0050 and 00631L in batches that will not miss the market.

Zhou Guannan, a professor at National Chengchi University, also said a few days ago that whenever the market crashes, the importance of risk control becomes particularly clear. Only by allocating assets well and retaining sufficient funds can you avoid being forced to sell at low prices when money is needed. The prerequisite for long-term investment is "the ability to stay in the market." Holding after buying for a long time may seem simple, but it is "hard to do." It is not easy to understand this truth, and it is even more difficult to continue to do it when there is a real crash.