statement
The key going forward is 外資: this wave 外資 has not only sold weighted stocks but also heavily sold 主被動基金, and for every 100億 外資 sells, 基金 must sell 100億 into the market.
A statement by 林睿閎John. Statements are as reported by the cited publishers — not verified by DecisionGateway.
後續重點還是在外資，這波外資不只賣權值股還大幅賣超主被動基金，只要外資賣100億、基金就要到市場賣出100億
Related claims
Foreign investors have sold net in the cash market for 8 consecutive trading days.abmedia_news · statement外資現貨賣超900億元、台指期加空1,841口，淨空單超過10萬口，外資尚未真正翻多。post author · statementAlthough 國安 entry can resolve liquidity, current selling pressure has not been fully vented and the whole 美股基金 is still being liquidated.林睿閎John · statementTo avoid damaging core holdings, 基金 can only cut the stocks it likes less — for example, if you hold 台積電 you cannot cut it, you can only cut 聯發科 or 台達電 — and then 中實戶 and 散戶 margin liquidation forms another death spiral.林睿閎John · statementThe three major institutional investors sold a net 148.23 billion yuan of Taiwan stocks, with foreign investors selling another 34.116 billion yuan, marking nine consecutive trading days of net selling and cumulative withdrawals exceeding 800 billion yuan.經濟日報 · statementDomestic institutional investors sold almost an equivalent amount.thefinancialexpressonline · statement
More claims by 林睿閎John
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All claims by 林睿閎John