
Taiwan shares soared 350 points on Thursday to close at a record 23,522. The rally was led by TSMC, which closed up 2.66% to officially land in the “Thousand Dollar Stock Club.” The chipmaker’s market cap now stands at NT$26 trillion. Its valuation is far ahead of Taiwan’s 18 other “Thousand Dollar” stocks, which have a combined market cap of NT$5.28 trillion. But analysts say that TSMC’s momentum is set to benefit other large cap stocks.
Edward Chen
First Capital Management chair
TSMC’s stock price is at an all-time high, its market cap is at an all-time high, and its weighting is, too. Profits and growth are also likely to hit an all-time high this year. Given the trajectory of these five variables, this stock still has room to run. MediaTek, Hon Hai, Largan, and other major weighted stocks will benefit from what we call the “zongzi effect.” That is, when one zongzi is lifted up, the others in the bunch are lifted up, too.
Hon Hai rose by more than 5% on Thursday, and Largan gained 6.37%. Analysts see more upside over the near term, but traders are advised to take heed: With TSMC above NT$1,000, every NT$5 rise or fall will affect the broader market by nearly 40 points. This means that sharper fluctuations could be ahead for the weighted index.
For more Taiwan news, tune in:
Sun to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53
護國神山台積電股價登「千金俱樂部」,尾盤收1005元、大漲2.66%,市值破26兆,狠甩另外其他18家千金股市值加總的5.28兆。是在台積電帶動下,台股大漲350點、收23522點,再創歷史新高。專家分析,台積電千金後將出現"粽子效應",台股還沒漲到滿足點。
[[第一金投顧董事長 陳奕光]]
“股價歷史新高、市值歷史新高,然後佔台股權重也是歷史新高,獲利今年應該也會創下歷史新高,然後成長性也歷史新高,所以就五個新高的角度上來看,(台積電股價)滿足點還沒有到。聯發科、鴻海、大立光,這些權值股跟股王也會被帶動,這叫做台股的"粽子效應",當你粽子一提上來時候,其他股票就會跟著一直往上漲。”
權值股紅到發光,鴻海漲超過5%、大立光漲6.37%。專家也提醒,台積登上千金股,漲跌一次價格就差5元,貢獻大盤將近40點,未來大盤波動也會更加劇烈。
更多新聞內容,請鎖定:
民視台灣台(152頻道)週日至週五晚上9:30
民視新聞台(53頻道)週二至週六凌晨1:00
Related News