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富贵险中求!交易员在新一轮暴跌中寻求逢低买入

Seeking wealth in risky situations! Traders are looking to buy on dips in the new round of market slump.

Golden10 Data ·  Sep 4 17:29

Analysts don't believe that this round of decline will cause any major waves, and investors are actively looking for bargains in the market.

Following, $NVIDIA (NVDA.US)$ After the overnight market value evaporation of $279 billion, triggering a sell-off wave of chip stocks, investors and analysts are betting on the battered Asian technology stocks.

Including SK Hynix,$Taiwan Semiconductor (TSM.US)$And.$Advantest (6857.JP)$ Asian semiconductor and equipment manufacturers, including , their stocks fell on Wednesday amid a broad market sell-off, creating a crucial moment for investors who have benefited from the significant rise in chip stocks in recent years.

The VIX index, known as the Wall Street "fear index", soared on Tuesday, with more potential volatility sources this week, including Friday's U.S. non-farm payrolls report. Investors will closely watch the report, fearing that a potential slowdown in the U.S. economy could have a ripple effect on Asia's chip suppliers.

Here are the views of investors and analysts on the global stock market's new round of decline triggered by the overnight plunge in U.S. stocks.

Jung In Yun, CEO of Fibonacci Asset Management Global Pte in Singapore, said,

"While we expect volatility spikes to occur more frequently in the coming period, we still believe that every sell-off is a buying opportunity. In this regard, we expect Asian stock markets to rebound rapidly once again. We think concerns about the peak in demand for AI have been exaggerated. We might see strong demand for AI and its supporting infrastructure in the first half of next year. Investors should look for stocks related to AI that have not fully rebounded, such as Samsung Electronics."

Andrew Jackson, a strategist at Ortus Advisors Pte in Singapore, said,

Feels a bit like the storm in the teacup after August (can't stir up much wind and waves), don't feel like there will be a strong panic selling like last time. I will buy in.$Micronics Japan (6871.JP)$And.$Advantest (6857.JP)$ stock.

Shengbao Bank's Forex strategy head Charu Chanana:

"The curse of September and the market sell-off caused by the early August employment report are intertwined. As another employment report will be released this week, traders are temporarily unwilling to take risks. In this situation, I would also be quite cautious."

Randy Abrams, research director for Taiwan at UBS Global Asset Management:

"Investors are now starting to question whether the investment return is in place. When they see that some macro data is not so strong, they are a bit nervous. So, the question now is whether the investment in cloud computing will continue. Weak data is driving the anxiety of AI stocks, but the reality we see from the supply chain and mega-enterprises is that they will continue to spend, which is why investors bought on dips a few weeks ago."

An Hyungjin, CEO of Billionfold Asset Management Inc. in Seoul:

"This does not seem to be an opportunity to buy tech stocks on dips. Due to South Korea's industrial dependence on the US economy, concerns about its economic slowdown will certainly trigger market tension. Investors should find relatively safe places within Korean companies that depend on domestic demand, rather than those relying on US exports."

Dayeon Hong, multi-asset investment portfolio manager at Shinhan Asset Management Co. in Seoul:

"After a sharp decline in the stock market in August, we are now seeing a reversal of that rebound. Due to the potential increase in market volatility on Friday, investors are proactively shifting to defensive positions."

Kohei Onishi, senior investment strategist at Mitsubishi UFJ Morgan Stanley Securities Co. in Tokyo, said:

"Today's decline is simply a response to the sharp drop in US stocks overnight. Given the continuous rise in US stocks, this magnitude of decline is not surprising. There are many risk events before the FOMC meeting on September 17th to 18th, and the market may range-bound this month. However, once the uncertainty surrounding these events is eliminated, we may see a stock market rebound by the end of the year."

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The translation is provided by third-party software.


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