台股2024/03/08突破2萬點札記（113.3.9）Notes on Taiwan stocks breaking through 20,000 points on 2024/03/08 (113.3.9)

 今年度首度見證了台股史上未有的高光時刻，台股衝上2萬點突破了天際線直上外太空，自新年度開始台積電（2330）隨著美國費城半導體指數創歷史新高後，一開始即自588元價位躍上600元以上，盤整一段時間後，農曆年後開紅盤後台積電跳空大漲至700元以上，至昨日更創下了歷史新高價796元，台股指數也一度站上了2萬點大關，創下了史上最大量7828.25億元，惟上漲家數遠遠低於跌家數，獲利出場氣氛濃厚。近半年來短線投資者投資電子股及半導體股可謂收獲滿滿，另外部分存股標的如00878、英業達、緯創意外成為飆股令人嘖嘖稱奇!

For the first time this year, we witnessed an unprecedented highlight moment in the history of the Taiwan stock market. The Taiwan stock market hit 20,000 points and broke through the skyline straight into outer space. Since the beginning of the new year, TSMC (2330) has hit a record high with the Philadelphia Semiconductor Index in the United States. At the beginning, the price jumped from 588 yuan to more than 600 yuan. After a period of consolidation, after the Lunar New Year, the red market opened and the chip gapped up to more than 700 yuan. As of yesterday, it hit a record high price of 796 yuan. The Taiwan stock index also once stood at 100 yuan. It reached the 20,000-point mark, setting a record of 782.825 billion yuan, the largest amount in history. However, the number of gainers was far lower than the number of losers, and there was a strong atmosphere for profit-making exits. In the past six months, short-term investors have gained a lot from investing in electronics and semiconductor stocks. It is surprising that some other stocks such as 00878, Inventec, and Vitron have become soaring stocks!

台股大盤（Taiwan weighted）

個人因小資金理財尚未開始前揭標的存股實在可惜!目前主要是00882及中信金為主，受中國大陸房市問題引發金融危機，迄今未能有解房市、股市每下愈況，香港恒生指數甚至與台股指數交叉而下，曾經風華不再，00882持有計20張2年多，平均成本13.6元，損益-24.31%，目前未再加碼。中信金自2021年持有5張，利用定期定額存股至今累積持有17張，平均成本25.5元，損益17.8%，目前價位已突破30元大關，依據操作紀律約在損益30%時減持30%，亦即價位達33.15元時減碼5張（回收約17萬資金），並持續定期定額扣款，並分批購入債券etf收取利息，未來期待大型回檔時可以獲利補倉中信金。（2024.03.09）

It is a pity for individuals to unveil bids for deposits before starting financial management due to small funds! Currently, they are mainly 00882 and CITIC Financial. Due to the financial crisis caused by the housing market in mainland China, there has been no solution to the housing market and the stock market. The situation is getting worse and worse. Hong Kong’s Hang Seng Index It even crosses with the Taiwan stock index, and its glory days are gone. 00882 has been held for more than 20 years, with an average cost of 13.6 yuan and a profit and loss of -24.31%. Currently, there is no further increase. CITIC Financial has held 5 shares since 2021, and has used fixed-amount deposits to hold 17 shares so far, with an average cost of 25.5 yuan and a profit and loss of 17.8%. The current price has exceeded the 30 yuan mark. According to operating discipline, the profit and loss will be reduced at about 30%. Hold 30%, that is, reduce the number of 5 contracts when the price reaches 33.15 yuan (recovering about 170,000 funds), and continue to deduct regular fixed amounts, and purchase bond ETFs in batches to collect interest. In the future, we expect to make profits when there is a large retracement. CITIC Gold. (2024.03.09)

中信金（2891.tw）技術分析圖（雅虎股市）