The reason for the decline in Taiwan stocks is irrational! Guo Zherong added 50 million to buy 0050: I have no money
Guo Zherong: The decline is irrational and meets the entry conditions of Guoan Fund. The chance of breaking 50,000 by the end of the year is more than half
Quick Look
- Taiwan stocks plummeted more than 3,700 points today, once falling below the 40,000 mark.
- Moore Investment Consulting Chief Investment Officer Guo Zherong said that he bought another 50 million yuan of 0050, which together with the previous two times spent a total of 200 million yuan, and predicted that the chance of Taiwan stocks breaking 50,000 points by the end of the year is more than half.
AI-generated summary
Why It Matters
Taiwan stocks suffered an unprecedented plunge today, falling more than 3,700 points at one point and breaking the 40,000 mark in an instant. Guo Zherong, chief investment officer of Moore Investment Consulting, said that he bought another 50 million yuan of Yuanta Taiwan 50 (0050). Together with the previous two times, he spent a total of 200 million to buy 0050.
The Taiwan stock market suffered an unprecedented plunge today (6th). It once plunged more than 3,700 points and broke the 40,000 mark in an instant. Moore Investment Consulting Chief Investment Officer Guo Zherong said earlier that he put all his money this time and bought another 50 million Yuanta Taiwan 50 (0050). Together with the previous two times, he spent a total of 200 million to buy 0050. He also believes that the reason for the current decline is too irrational and is completely in line with the entry factors of Guoan Fund.
Guo Zherong posted on the social media today that today the Taiwan stock market once crashed to 37,000. He went all-in and bought the last 50 million of 0050. Together with the previous two times, he spent a total of 200 million to buy 0050. He said that he bought 226 tickets at 88.7 yuan and 341 tickets at 88.15 yuan today.
Guo Zherong also said that he "really has no money" now. This is the money he used for financial management housing loans. He knows the risks and does not recommend that everyone borrow money to buy, but if you have cash, you should invest it all.
Guo Zherong said that the reason for this decline is too irrational. It is because the market believes that the supply of AI in the United States may decrease, rather than the decline in AI demand. Even the CEO of ARM bluntly said that "if the United States cannot build it, it will be built abroad." Therefore, it is not an AI bubble at all. He added that such a drop was completely in line with the conditions for the National Security Fund to enter the market. Later, he saw news that the government planned to convene a meeting of the National Security Fund, which also confirmed his prediction.
Kwok Cher-young has repeatedly claimed that the Taiwanese stock market will break 50,000 points by the end of the year. Today he stressed that if the stock price does not reach 50,000 points by the end of the year, it will be a total of 10,000 portions of chicken chops and milk. If it does not reach 45,000 this month, the chance of 50,000 points by the end of the year will become very small, but he still thinks there is more than half a chance of reaching 50,000 points.
What to Watch
AI outlook — possibilities, not facts
Taiwan stocks broke 50,000 points at the end of the year
Possible · Within months
Open Questions
- Will the National Security Fund really hold a meeting and enter the market?
- Will Taiwan stocks break through 50,000 points by the end of the year?
- What is the specific risk exposure that Guo Zherong purchased using financial management mortgage loans?
