France said the market will unveil a high yield stocks in power

France said the market will unveil a high yield stocks in power

▲ corporate index is expected to consider limited opportunities continued to rally, but because of law, said center stage, high-quality high-yield stocks are expected to hold sway. 

With the US and European stock markets go Yang, Taiwan stocks ended last week two consecutive declines, weekly even received two red. Since March of foreign capital in the past two months to buy into a sell 42.8 billion yuan, 14.2 billion yuan investment trust also sold, instead of financing increased billion into the Q2 season plus short chips and other factors, legal thought Index expect limited opportunities continued to rally, but because law says center stage, high-quality high yield stocks are expected to hold sway.

Despite the recent changes in terms of chips, with the index came to a relatively high point, coupled with the uncertainty of law that would pre-conservative foreign attitudes, overweight momentum slowed, resulting in short-term index showed Narrow concussion, but fortunately have not seen in a long long pattern is broken phenomenon. Next, if the prospect of law that would tend to forward, earnings performance also produce good results, in the relaxed environment of global capital, the consolidation is expected to receive funding after the index upward momentum pushed up.

Allianz Taiwan wisdom trends fund manager, said Xiao Hui, currently observed in the second quarter semiconductor demand and Chinese smart phone, yet to see clear signs of increased expected the index finishing process, the funds will be looking for the fundamentals of good, positive outlook ethnic groups, and therefore high cash yields theme in the second quarter is still in power. At this stage should avoid chasing the high, and avoid stocks under outlook repair, operation to be conservative with optimism, hands clinging to quality stocks.

Hsiao Hui pointed out that the new Macbook with the latest USB interface in the form of Type C, both charging, data transfer and video output capabilities, thus increasing the market share of Apple Play with USB 3.1 can be related to ethnic outlook period; cloud, networking, IPC stocks, trends in the digital future is still optimistic; telecom stocks, along with the 4G penetration increase, but with a high dividend concept, can pay more attention. After the semiconductor industry is to be amended to active layout.

The increasing prevalence of small and beautiful 赵宪成 fund managers believe that global funds in the quarter is expected to FED will not cut interest rates, so hot money is still much opportunity index fell is not high, US indices are high-grade concussion, the Taiwan stock market in the second quarter also entered the off-season production The index was revised marginally highest point, the current point in 9500-9600 between shocks, electronic weight weak, relatively strong financial stocks, stocks continued follow-wheeled, stock performance based