Reported 7 months ago
Taiwan's stock market reached over 22,000 points with TSMC leading the way by closing at 909 NT dollars, marking a historical high. However, long-term investors are finding it difficult to enter the market at this peak, prompting PTT stock forum users to suggest investing in high-dividend ETFs, particularly highlighting the performance of the Yuanta Taiwan High Dividend Low Volatility ETF (00713). Market analysts recommend a low-volatility investment strategy within this ETF, targeting undervalued industries and shifting stocks after moderate growth to avoid bubbles, with recent high-dividend ETFs displaying strong performance. Amid the AI stock trend, fund managers are now focusing on industrial and financial sectors rather than high dividend stocks like TSMC, and upcoming portfolio adjustments in these ETFs are anticipated to showcase their stock-picking strategies once again. The future of the Taiwan stock market seems to center around AI investments, with TSMC and AI supply chains being the key areas of interest for investors.
Source: YAHOO