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Wanbao Investment Gu Chen Zirong pointed out that in bidding farewell to 2020, Taiwan shares will use the most beautiful posture to lay a strong foundation and beautiful imagination for the new year. Taiwan shares had two trading days this week. The index reached a new high in recent trading and closed at the highest point. Gongs and drums heralded the long market for Taiwan stocks. Various ethnic groups took turns improving themselves, causing people to look at the blood.
There is a saying: God closes a door and must open another window. This passage may be appropriate to describe the general environment and investment market in 2020. The epidemic in 2020 has caused everyone to fall into an extreme panic. They believe the economic and equity markets are about to collapse. Unexpectedly, US stocks frequently hit new highs and Taiwan stocks will not fall. Later, in the final week of closing, he worked harder to act.
In fact, the latest foreign survey has found that under the impact of this year’s epidemic, large American companies such as Nike, Amazon, McDonald’s, Starbucks, etc., not only have not been affected by the epidemic, but They have shown linear K-shaped growth. In addition to reflecting changes in consumer habits, People trust more in big brands and adapt to the new life of epidemic prevention. In addition to the channel factor of buying a variety of products at once, the government bailout and risk control mechanism of banks also provide more pragmatic help to large companies. The strong will stay strong and the business performance will be more remarkable.
Wanbao Investment Gu Chen Zirong pointed out that there is also a key to corporate profitability, that is, digital transformation. This survey shows that this year companies are fully accelerating the expansion of investment in digital tools, and the high level of digitization has rapidly increased corporate growth, highlighting the number Demand for long-distance cloud is even greater than in the past, which is an unavoidable trend in the future. This is also a key driver for tech giants like Apple, Google, Amazon, and Facebook to develop their own chips to better meet their own accelerated growth and development needs.
In the general environment, market funds remain abundant. After the US approved the $ 900 billion bailout case, it is now reportedly expected to increase by $ 460 billion, which will allow people to directly increase the relief fund to $ 2,000. In addition to the lack of market funding, China The US trade war continues, because Biden has announced that it will unite its allies and unite to compete with mainland China, so that China takes responsibility for technology violations commercial.
Wanbao Investment Gu Chen Zirong pointed out that, looking ahead to the investment design in 2021, related semiconductors, cloud and 5G construction are still mainstream, and the supply chain-related advantages of Taiwanese manufacturers are still there. Industry leaders TSMC (2330-TW) and MediaTek (2454-TW) Stock prices closed at an all-time high on Wednesday and stock prices have a chance to challenge all-time highs.
Wanbao Investment Gu Chen Zirong noted that Shunde (2351-TW), an electric vehicle concept that has recently been shared with the world, closed at 98.2 yuan on Thursday, setting a new high; After the 12/25 recommendation, the share price went from 77 to 98.2 yuan. , Rose 21.2 yuan, an increase of more than 27%; On December 15, Shanghai Bank (2049-TW) stock price rose from 338.5 yuan to a high of 391.5 yuan, an increase of 53 yuan, an increase of 16%. In 2021, I will continue to share good investment goals with you. As long as the chips are in place at the right time, you can still be “safe in your purse” in 2021.
Winmao (3105-TW) 5G, WiFi 6, will start the wave of machine replacement and base station growth in 2021. Winmao plans to spend 85 billion yuan to build a plant in Nanke Kaohsiung park. The first phase of construction of the plant will start in 2021. The future production capacity will be Exceeding the existing Taoyuan factory 2 times, in addition to WiFi 6 products, the upgraded WiFi 6 E product will also be available in 2021, and have been started the existences; 1.4 billion yuan will be invested in pig farms in mainland China, and it will be enhanced with artificial intelligence and big data analytics. Livestock quality.
Hi-Tech (5439-TW) benefited from the recovery of the electric vehicle industry and the boom in demand for semiconductors. Fourth quarter revenue is expected to hit the second highest ever in a single season. Fourth quarter orders are low and order visibility has reached the end of the first quarter of 2021; The rising price of copper in the upstream has led to an increase in the cost of raw material copper foil substrates. High technology is expected to respond to the increase in the number of new product materials in the future; the share price hit a new record in a year and a half, and the top three legal entities are trading more.
Team Group (4967-TW) DRAM has entered a positive cycle. As the memory spot price has risen, it has adjusted its supply strategy in December 2020 and raised product prices by 15-20%. It is estimated that there will be another 20% in the first quarter of 2021. ～ 30% growth margin, the company’s profit will increase significantly; NAND prices are expected to stop falling or slightly increase due to strong demand for handsets; supply is tight in the first quarter of 2021 and inventory level has already increased stocks; this year in response to the epidemic, Increase the proportion of e-commerce, next year the main axis will be in electronic sports and industrial control, and increase the proportion of SSD sales to increase the market share and value of the brand.
Of course, there are some good stocks that still have a short-term chip edge under high-end index fluctuations, including AI, 5G, and other related stocks. However, due to limited space, go straight to the fan club and take a look. The public, there is help.
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