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U.S. bond yields fell, Apple's autumn press conference debuted, the four major U.S. indexes closed in red, and Taiwan stocks stabilized and rose slightly in weighted stocks such as TSMC (2330), Hon Hai (2317), and MediaTek (2454), plus airline stocks , passive components strengthened, and the index returned to 14,500 points during the session, up by about 100 points, but before the Mid-Autumn Festival holiday, the estimated amount could only be more than 160 billion yuan.

The Fed's hawkish argument has led to a continuous pullback in the international stock market. However, despite the continuous hawkish remarks made by a number of Fed officials yesterday, the US stock market continued to reduce the negative impact of these negative effects, and the stock market rebounded strongly. It is generally expected that the Fed will raise interest rates. With more negative remarks, the impact is expected to continue to fade.

Foreign capital continued to sell over Taiwan stocks, with a total of more than 20 billion yuan in the three trading days this week, but the overselling rate has slowed down, and futures have maintained long positions, but the dollar is strong and the Taiwan dollar continues to depreciate. Continue to observe the performance of the international stock market, whether it will cause foreign capital to leave again or cover the buying order.

Analysts pointed out that the adjustment of industrial inventory will be extended for two quarters to the first half of next year, and then the European and American holidays will enter Christmas. The global economic recession will affect the demand for Christmas at the end of the year. However, the mainland will be cleared and the risk of unfinished buildings will cause the economy to be sluggish. , Double 11 needs to be viewed conservatively, and they are all risks that must be faced in the fourth quarter.

U.S. Fed officials admitted that they deliberately suppressed the stock market, so that the expectation of a further 3-yard gain in September has greatly increased. Although the international situation is unfavorable for Taiwan stocks, statistics show that a total of 238 listed OTC companies will pay dividends in September, with a total amount of 205.5 billion. Yuan, including 11 companies including Mega Gold, Uni-President, Yongfeng Gold, MSI, Kecheng, etc., the dividend distribution amount is more than 5 billion yuan, and about 2.55 million shareholders will benefit. The dividend red envelope will become the stock market.

Observing the main indicator stocks for dividend distribution in September, many belong to relatively stable companies such as public stock banks and large-scale transmission companies. In addition, the current base period of small and medium-sized stocks is higher, which also allows legal persons to judge and increase the focus after dividends are pocketed. It will switch to financial and property value stocks, which will help stabilize the market.

Cash dividends of more than 5 billion yuan, including Mega Gold, Uni-President, Heku Gold, Huanan Gold, Uni-President Super, Yongfeng Gold, MSI, Kecheng, Taishin Gold, Zhangyin, Licheng, etc. 11 companies. 2.55 million shareholders will receive dividends and bonuses one after another, and it is expected that they will increase their weight in Taiwan stocks.

In an interview with Business Times, Tang Qiguo, associate director of Yushan Investment Consulting Research Department, analyzed that the pace of Fed rate hikes will likely continue until the first half of next year. The US dollar remains strong and the New Taiwan dollar depreciates, resulting in capital outflows. In view of the limited short-term return of international funds , the capital momentum still has to be sought inward, and the interest rate quotation in September has the opportunity to drive the transaction heat up.

Jian Boyi, associate manager of Cathay Pacific Securities Futures Advisory Office, believes that although Taiwan stocks may fall due to lack of capital momentum, judging from the overall structure, many parties still have the upper hand.

Summary report and goodbye
Last week was the last weekly investment report, and the market index forecast for 1 year and 52 weeks has been completed, but the prediction result was not announced until the market closed yesterday. Up, so my prediction last week was correct. The cumulative prediction score was 31 wins and 21 losses, with a winning rate of 59.6%. According to the absolute number, I did not achieve the 60% win rate goal set for myself, but if I passed Ah Q a little, rounding up the calculation was barely calculated. Passing, this shows that the market is difficult to predict, and I have been saying don't overestimate your ability to predict the market.
Then last week, I also said that if the article from last week did not reach 5,000 likes, I would leave the platform. As a result, a week has passed, and so far there are only 3,723 likes. There is a high probability that this article will not have 5,000 likes. Yesterday, the number of likes increased by dozens. In the future, the number of likes will be a little less every day, but if an average of 10 likes is added in one day, then it may be more than three years. Reached 5000 likes, and then I came back, maybe some people are reluctant to leave me