Taiwan stocks once plummeted over 1600 points intraday
Taiwan stocks faced heavy selling pressure on the 30th. Affected by all four major US stock indices closing lower, selling emerged after the open, with the intraday decline once exceeding 1600 points. The index closed down 1156.5 points at 45211.83, down 2.49%, with turnover reaching 8777.3億元. The broader market fell below the 45314-point half-year moving average, with the weekly line closing lower for 3 consecutive weeks and the monthly line also closing lower, as market sentiment turned cautious.
Three major institutional investors sold a net 1398.44億元
In terms of institutional trading, the three major institutional investors sold a net total of 1398.44億元 on the day, including foreign investors and mainland investors selling a net 1124.67億元 and proprietary traders selling a net 513.7億元. Only investment trusts bucked the trend with net buying of 239.93億元, showing divergent fund flows. Large electronics heavyweight stocks were the main focus of selling pressure, while some shipping and telecom stocks were relatively resilient.
Heavyweights slumped while shipping and telecom were resilient
台積電 fell 45元 to close at 2370元, down 1.86%; 聯發科 and 聯電 both fell more than 3%, 台達電 and 華新科 hit limit-down, and 國巨 also dropped more than 7%. In contrast, 長榮 and 萬海 rose against the trend by over 4%, 陽明 gained more than 2%, and 中華電 closed at 160元, hitting a new closing high and becoming a support focus.
阮慕驊 discloses statement and gradually builds positions
Facing the sharp market correction, financial expert 阮慕驊 said on Facebook that he has decided to start building investment positions in stages. By disclosing his trading statement on Facebook, he announced he is gradually building positions in 台積電 and 2 ETFs including 群益半導體收益00927 and 群益臺灣加權正200685L. He revealed that he has already bought 00927 first, has also started building a position in 00685L, and is slowly entering 台積電, not investing all funds at once, but first establishing a basic holding while retaining cash. He wrote in the post: If it falls further, I still have ammunition. If it goes up, I am already on board.
Stresses it is not a bottom; leveraged ETF risks must be watched
阮慕驊 stressed, My starting to build positions today does not mean the correction is over or that this is the lowest point, and reminded that this round of market correction must be viewed very cautiously. His buying should not be seen as a signal that the market has bottomed; entering now does not mean the stock market has bottomed. For 00685L, he also issued a special risk reminder. Since this ETF is a leveraged product with relatively large price volatility, investment risks cannot be ignored even after a明显 market decline, and position size and fund allocation must be carefully monitored. He reiterated that his current approach is buying in batches, controlling position size, and retaining cash, and stressed that disclosing his trading records is only to share his own strategy, not to provide investment advice. Investing involves risks, please be cautious.