shine trader limited reports:
Of course, the rise of Tesla’s share price can have an incentive effect on the downstream related industrial stocks in Taiwan. “Tesla’s business groups” electric vehicles “,” roof solar energy “and” low orbit satellites “have strong stocks to observe in Taiwan stocks,” Xu Fenglu pointed out. Among them, in the electric vehicle industry chain, the large manufacturer Trade Federation – KY (3665), which is used in vehicles Strong demand for data center and semiconductor equipment; Tesla battery related stocks although this issue has long been started, with Tesla’s strategic adjustment reflecting the soaring prices of nickel, cobalt and other battery raw materials, the car models of the long endurance board still use ternary batteries, and ternary lithium batteries are still the main solutions for electric vehicle batteries in the world. Megema (4721) and CommScope (4739) As one of the few domestic battery material manufacturers that cut into large international factories, Xu Fenglu is still competitive internationally in the future. In addition, Xu Fenglu is also optimistic about the future development of polymerization (6509).
Xu Fenglu also mentioned that he started supplying the system power (5309) of the blue bud voltage detector (TPMS) of the vehicle factory last year. It is not only optimistic about the future development of the vehicle power theme, but also provides the continuous power system of TSMC (2330). With the continuous situation of TSMC, the power demand of the plant increases greatly, and green energy will become one of the energy sources of auxiliary power, Not only that, system electricity also cuts into the topics of energy storage and low orbit satellites. The share price just hit a rebound high of 38 yuan this week, but in terms of band, it has just risen. In addition, Xu Fenglu also pointed out the joint regeneration of solar energy (3576). In the future, not only will the world enter the cold winter season, China’s power shortage crisis is unresolved, the power problem will be a problem to be solved, and alternative energy will also become one of the hot topics. Among Taiwan’s solar energy concept stocks, the outstanding student is Anji (6477), and the roof solar energy depends on Yuanjing (6443), However, at present, combined regeneration with the largest capacity in China, in addition to bidding for the construction and procurement of Tainan Yantian energy storage system, it also actively participates in local infrastructure construction. Combined regeneration also cuts into energy storage, and has the opportunity to launch an offensive in the future.
Xu Fenglu finally said that he was still optimistic about the future development of Taiwan stocks. “Taiwan stocks are in good condition at this stage, and the index has a tendency to pick up. Today (the 29th) the weak market trend is mainly due to the poor Apple earnings report before the market.” Xu Fenglu pointed out that the three major indexes of US stocks have reached a new high recently, and the market trend of Taiwan stocks is not used to because they have risen so much since last year, Therefore, the trading volume is not as high as in previous months; However, he still believes that he is optimistic about the future development of Taiwan stocks. He said that the new apple machine was sold in September and only sold well in October. The market has not been reflected. “In the future, the United States will officially reduce QE. If inflation can be limited and the earnings reported by TSMC and UMC reach the standard, then the market funds will flow back.” in the future, we will welcome the peak season of double 11 in China and Christmas in the United States, Europe and America, It will drive the rise of Taiwan stocks. When the shortage of chips in the United States improves, the foundry of mobile phone wafers improves, and the supply is not greater than the demand, there is a chance to innovate again in the fourth quarter, and even challenge 20000 points.
article links：Tesla shares hit a new high, driving Taiwan stocks
Reprint indicated source：Spark Global Limited information