
The shares of U.S. tech company Nvidia have reached a record high after posting outstanding figures at the company’s Q4 earnings call. The boost has led a rally in the U.S. stock market, and also in Taiwan. During the trading session on Friday, the Taiex exceeded 19,000 points for the first time. Taiwan shares ultimately settled to close up 36 points at 18,889, on turnover of NT$443.9 billion. Let’s hear from an analyst.
Winson Wang
Analyst
The whole world is looking at Nvidia’s financial reports. Now that the figures are out they corroborate that AI is a trend that will drive explosive growth this year. So that establishes AI shares as a foundation for the future, as they are expected to stay strong. The Taiwan stock market now has 14 companies with shares valued at more than NT$1,000, and there are more and more firms with shares above NT$500. What that means is that rich people are all staying in the market. If they don’t flee, then the market is safe. Of course, in the end we’d still have to look at trends for foreign capital.
An analyst says that it is normal for the market to pull back after breaking the 19,000-point mark and enter a phase of volatility as it consolidates. Whether the market will continue rising to approach the 20,000-point market remains to be seen.
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AI晶片大廠輝達,財報亮眼,股價又創歷史天價,不僅激勵美股全面上漲,也讓台股強強滾,大盤指數一度攻破’’萬九’’大關,又創盤中歷史新高,終場上漲36點,收在18889點,成交量4439億。
[[分析師 王榮旭]]
“全世界大家都在盯這個NVIDIA的一個財報結果,現在結果出爐更確立了AI,今年的一個發展趨勢,是呈現爆炸性的一個成長,因此這也奠定了未來,AI的一個個股可望續強。台股現在已經有14千金,500塊以上的股票也越來越多,那這代表就是說有錢人,其實目前都留在場內,如果說有錢人沒有落跑的話,我認為整個行情,都還算是安全,那最後當然就是看外資的一個動向”
分析師提醒,台股在衝破萬九大關後,短線上漲多拉回、進入震盪整理是正常,不過接下來,有沒有機會邁向2萬大關、挑戰史上紀錄,持續引發關注。
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