The third quarter of the small and medium-sized stocks were led by the semiconductor and AI group and performed well, which also made the market preparations for the end of the season. Under the popularity of the Taiwan Stock Exchange, if the investment letter is still marked with coded space based on the investment capital ratio, the investor layout reference will be provided.
Since its sharp drop in April, the Taiwan stock market has "looked back or not" and has been attacking along the way. In addition to setting a record high in the licensing index, the number of small and medium-sized stocks buying indexes is "full of blood" and has increased by more than 12% since the third quarter. This has also led to the performance of Pupu's Investment Credit Mutual Fund in the first half of the year, which has grown significantly after entering the third quarter, and the account market is expected to be developed at the end of the quarter.
In particular, this year, the "active ETF" appeared in the Taiwan Stock Exchange. Not only is it flexible in choosing stocks, but it is also a small and medium-sized stock layout that has good performance or potential. In addition, it was just a sluggish second quarter stock market, so it was difficult to buy in a low-profile area.
Taking the earliest active statistic of the establishment of the fundraising system, the growth of the Taiwan stock market and the strong Taiwan strongest team, the performance of the shares in late May has exceeded 30% so far, and the scale has increased significantly recently, attracting many investors to apply.
Semiconductor assist Special materials are subject to the targetHowever, after four months of growth in the Taiwan Stock Exchange, many technical indicators have shown signs of overwhelming popularity, and it is possible that interest rate cuts and interest rates will drop as much as possible. If the investment capital ratio (the proportion of shares held by the Capital Credit account for the circulating foreign shares) is too high and the increase is too large, the closing account pressure may occur. This is a joyful and risk that must be paid attention to.
Therefore, among the companies with good performance this year, those who choose Investment Credit have bought the Super League since August, and the investment ratio is between 4% and 8%, and there is still room for codes, which is worth laying out.
The Taiwan Stock Exchange has experienced a huge wave, focusing on semiconductor manufacturing and AI. The table contains multiple manufacturers, special chemicals and advanced packaging stocks related to semiconductors, which is the focus of investment and information layout.
Among them, Daxing Materials has made mediocre profits in the past supply of materials required for displays. In recent years, it has begun to vigorously convert special chemical materials required for semiconductor processes. Since last year, the results have gradually emerged. Not only has the semiconductor materials increased by several times, but it has also entered the special chemical supply chain for advanced processes.
Daxing Materials does not matter whether it is advanced or mature in semiconductors. For example, the first-stage wafer manufacturing and the second-stage advanced packaging manufacturing have related products. Currently, there are 16 new products in the sample certification, most of which are developed by themselves or jointly with TECHNOLOG. The company expects 3 to 5 new products to enter volume this year and will increase next year. The legal person expects that profits from business income will grow rapidly in the next 2 or 3 years.
Although the post-tax equity (EPS) per share (EPS) in the first half of the year is only RMB 3.43, the legal person generally hopes that after NT$2 nanometers of production of NT$2, the demand for chemicals in related processes will increase significantly year by year. Therefore, the stock price has risen sharply, and we can wait to return to the monthly to quarterly layout point.
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