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CNHit yourself in the mouth! Zhang Jun was once criticized for giving out RMB 10,000 to everyone as a bad check. You Shuzhen shouted, "Next year, RMB 20,000 will be issued to everyone."CNTaiwan stocks fell below 40,000 points at the opening today. President Lai Ching-te: Don’t panic, the government will pay close attentionCNSued under the National Security Law and asked for a heavy sentence of 14 years, Gao Jin Sumei cried out: not a dime flowed into my pocketCNThe reason for the decline in Taiwan stocks is irrational! Guo Zherong added 50 million to buy 0050: I have no moneyCNAsian stocks crashed! The Nikkei plunged more than 4,000 points in early trading, and South Korean stocks triggered a circuit breakerCNThe fifth column is real! High Procuratorate: Zhang Junjie sent people to China to receive united front trainingAUBreaking: Volunteer search for missing Tasmanian finds 'human remains'CNAfter the U.S. midterm elections, worries about slowing down AI hit global large technology stocks hard, and South Korea’s stock market shut downCNA major security issue is reported in a popular and well-known mobile game! Tens of thousands of players may have been hacked, officials take remedial measuresBRIBGE opens 1,200 temporary vacancies in PI; Registration starts this Friday (6)CNHit yourself in the mouth! Zhang Jun was once criticized for giving out RMB 10,000 to everyone as a bad check. You Shuzhen shouted, "Next year, RMB 20,000 will be issued to everyone."CNTaiwan stocks fell below 40,000 points at the opening today. President Lai Ching-te: Don’t panic, the government will pay close attentionCNSued under the National Security Law and asked for a heavy sentence of 14 years, Gao Jin Sumei cried out: not a dime flowed into my pocketCNThe reason for the decline in Taiwan stocks is irrational! Guo Zherong added 50 million to buy 0050: I have no moneyCNAsian stocks crashed! The Nikkei plunged more than 4,000 points in early trading, and South Korean stocks triggered a circuit breakerCNThe fifth column is real! High Procuratorate: Zhang Junjie sent people to China to receive united front trainingAUBreaking: Volunteer search for missing Tasmanian finds 'human remains'CNAfter the U.S. midterm elections, worries about slowing down AI hit global large technology stocks hard, and South Korea’s stock market shut downCNA major security issue is reported in a popular and well-known mobile game! Tens of thousands of players may have been hacked, officials take remedial measuresBRIBGE opens 1,200 temporary vacancies in PI; Registration starts this Friday (6)
Back喊台股下跌原因不理性!郭哲榮加碼5000萬買0050:我沒錢了
喊台股下跌原因不理性!郭哲榮加碼5000萬買0050:我沒錢了
BREAKING
自由时报26 minutes agoBusiness2 min readChinaView translation

喊台股下跌原因不理性!郭哲榮加碼5000萬買0050:我沒錢了

郭哲榮:下跌不理性,符合國安基金進場條件,年底破5萬機率超過一半

Quick Look

台股今日暴跌超過3700點,一度跌破4萬大關。摩爾投顧投資長郭哲榮表示,他再買進5000萬元0050,連同之前兩次共花兩億元,並預測年底台股破5萬點機率超過一半。

AI-generated summary

Why It Matters

台股今日遭遇空前大跌,一度重挫超過3700點,瞬間摜破4萬大關。摩爾投顧投資長郭哲榮表示,他再買進5000萬元的元大台灣50(0050),連同先前兩次,共花2億買0050。

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台股今(6)日遭遇空前大跌,一度重挫超過3700點,瞬間摜破4萬大關。摩爾投顧投資長郭哲榮稍早表示,他這次把錢全壓了,再買進5000萬的元大台灣50(0050),連同先前兩次,共花2億買0050。他也認為,現在下跌的原因太不理性了,完全符合國安基金的進場因素。

郭哲榮今日在社群發文表示,今天台股一度崩到3萬7,他全壓了,再買進最後5000萬的0050,連同之前兩次,共花兩億買0050。他說,自己今天買在88.7元226張以及88.15元341張。

郭哲榮也說自己現在「真的沒錢了」,這是他用理財型房貸的錢,自己知道風險,不建議大家借款買進,但有現金就該全壓。

郭哲榮表示,這次下跌理由太不理性,是市場認為美國 AI「供給可能減少」,而非 AI 需求下降,甚至連 ARM 執行長都直言「美國不能建就在國外建」,因此根本算不上 AI 泡沫。他補充,跌成這樣完全符合國安基金進場條件,隨後看到新聞傳出政府擬召開國安基金會議,也印證了他的預測。

郭哲榮先前曾多次喊出台股年底會破5萬點,今日他強調,年底沒5萬點就是雞排+珍奶共一萬份,若這個月沒到4萬5那年底5萬的機率會變得很小,但他仍然覺得有超過一半的機率會上5萬點。

What to Watch

AI outlook — possibilities, not facts

  • 年底台股破5萬點

    Possible · Within months

Open Questions

  • 國安基金是否真的會召開會議並進場?
  • 台股是否能在年底突破5萬點?
  • 郭哲榮使用理財型房貸買進的具體風險敞口是多少?

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