statementSaid on 2026-11-08
In mid-October they significantly cut positions, but core holdings such as 萬潤 (1600 to 864) and 大量 (from 1090 to 700) went from gains to losses.
A statement by johnstock888, said on 2026-11-08. Statements are as reported by the cited publishers — not verified by DecisionGateway.
這波我們在10月中大減碼，但幾檔抱在手上的核心持股像是萬潤(1600到864)、大量(從1090到700)，直接從賺的變成賠的
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To 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 · statementFour Tainan and Kaohsiung regional branches steadily absorbed close to 400 lots of 萬潤(6187) during the decline.林睿閎John · statement本次減持不會導致公司控制權發生變更。順灝股份公吿 · prediction本次權益變動系亞振投資實施此前披露的減持計劃。亞振家居公吿 · statementIf holdings are only 40% or below, no adjustment is needed because this wave is definitely an overshoot; if holdings are 60-70%, the coming rebound is a good time to adjust.johnstock888 · predictionThe key branch that sold more than 2,500 lots of 大江(8436) near the September high recently bought back close to 1,000 lots after the price fell below 100.林睿閎John · statement
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如果政策資金持續進場，大型權值與市值型ETF會是最直接的觀察方向。prediction國安基金進場主要是在市場非理性崩跌時提供流動性、穩住投資人信心，不代表宣布進場後就會一路往上。statement台積電、鴻海、台達電、廣達、富邦金、台塑是過去四次公布持股時每次都有買進的核心標的。statement投信今天買超0050正2 8,566張、0050 7,000張、鴻海(2317) 4,884張、台積電(2330) 2,584張。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。statement
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