Stable! The short-term "this" signal for Taiwan stocks has emerged, focusing on 3 major areas!

Taiwan stocks have recently stopped falling and rebounded in the short term due to the impact of geopolitical and interest rate risks. Market deleveraging and cooling financing have made the evaluation more reasonable. Gao Haozhi, the manager of PineBridge Giant Fund, analyzed that the situation in the United States and Iran has eased and the Taiwan dollar exchange rate has stabilized, which has increased the willingness of foreign capital to return, and there are still opportunities for profit revisions of Taiwanese companies. Looking forward to the second half of the year, the main focus of investment will be on the AI ​​technology industry, and we will continue to be optimistic about the three major areas of leading GPU AI chip manufacturers, ASIC-related supply chains, and CPU data centers. It is recommended that investors pay close attention to the flow of funds and corporate financial report prospects, and seize long-term layout opportunities under market shocks.