Share Price Falls Below Moving Averages, Tests 1490元
台達電 (2308) recently weakened, falling below all moving averages and once testing 1490元, drawing investor attention. A netizen posted on the Dcard stock board, naming 台達電 and 野村臺灣新科技50 (00935), expressing unease about recent price performance, saying directly: "我好怕、好恐慌，尤其是台達，一手好牌萬眾皆漲我獨落？" The original poster attached a screenshot of holdings, holding 元大台灣50 (0050), 富邦台50 (006208), 彰銀 (2801), 永豐金 (2890) and other targets all with positive returns, with only 台達電 holding 50 shares, current value about 7萬4922元, book loss of 1185元, return rate of negative 1.56%, while 00935 lost 909元, with the sharp contrast adding to anxiety.
Netizens Divided, Focusing on Correction and Chips
After the post was exposed, discussion focused on a high-level correction and valuation. Some netizens believe 台達電 had risen significantly earlier and is now in a correction phase, even saying they are ready to buy when it falls another 40%. Others pointed out that the current price-earnings ratio has already corrected considerably, and without other negative news, further downside may be limited, but it still feels expensive compared to 台積電. Other netizens interpreted from the chip side, believing that margin buying increases as prices fall and retail investors are concentrated, and it will only rise after forced liquidation. Some comments reminded not to panic excessively, and lamented that retail investors did not dare to buy when the market was good in the first half of the year, only rushing to catch a falling knife after declines, with messy chips making it difficult to rise.
Market Awaits 10月29日 Earnings Call for Verification
Many investors chose to wait and see, expecting to evaluate the future trend after financial results are announced at the earnings call on 10月29日, while worrying whether the stock price has already reflected undisclosed negative news in advance, with some messages noting many retail investors are trapped above 2000元. The comment section also saw investors sharing experiences of being trapped and stopping losses, including being trapped at 2080元, cutting losses at 2425元, and one cutting losses of about 25萬元, saying directly that the individual stock has problems. Others took advantage of the pullback to build positions, with average cost around 1600元, but worried about further declines after buying. The above statements are all personal views of netizens; actual operations and outlook remain to be confirmed by company financial reports and official information, and investors should judge independently, evaluate prudently, and bear their own risks.