The global financial market is deeply affected by Trump's uncertainty in tax policy. Looking forward to the third quarter of 2025, Qunyi Investment Credit stated that the development of tax policy still tightens the market situation, but the imp...
The global financial market is deeply affected by Trump's uncertainty in tax policy. Looking forward to the third quarter of 2025, Qunyi Investment Credit stated that the development of tax policy still tightens the market situation, but the impact has gradually decreased. The weakness of the US dollar has become a past trend. As uncertain factors gradually eliminate, the trend in the second half of the year is expected to stabilize and assist the US stock market to hit a new high, focusing on the five major trends of health, happiness, safety, environmental protection and convenience.
Tenjinjing Optimization Earnings Growth Multiple Asset Fund Manager Tsai Yu said that Trump's "Big and American" bill is expected to enter a extended race. The uncertainties that hit US stocks in the first half of the year have gradually been eliminated. The situation that originally caused the weakness of the US dollar due to excessive worry will become a past trend. The US dollar will move towards stability in the second half of the year and assist US stocks in a new high.
Tsai Yu believes that as inflation remains mild, it will drive consumer confidence to recover, and expect the U.S. Federation (Fed) to cut interest rates in September. Trump wants to make money, US stocks rise, and win next year's mid-term choice, so the relevant policies will be changed again and again. However, the U.S. stock market has become a slight shock due to Trump's arguments, and has become the cornerstone of another new high next time.
Tsai Fengyu analyzed that the performance of US stocks in the second quarter of this year first squatted and then jumped. From the perspective of code, although the market is full of popularity, there have been continuous clear money to buy stocks and bonds at low prices recently, indicating that investors still choose to enter the market with a crisis. It is expected that the US stock market in the third quarter will be strong, and large stocks, growth stocks, prosperity stocks and strong stocks may have the opportunity to become leaders.
Tsai Yu shared that in the face of the return of capital to growth stocks, the current layout can be defined as a healthy gym, happy streaming audio and video, safe smart and safe protection, environmentally friendly power infrastructure, and convenient unmanned vehicle equipment for future market growth potential.
In terms of Taiwan stocks, Chen Chaozheng, manager of Qunyi Changan Fund and Qunyi Innovation Technology Fund, analyzed that Taiwan's GDP growth rate in the first quarter of this year was higher than expected, and the revenue performance of listed counter companies is even worse than the past five and six absolute curse, and was revised in April and May to write the strongest record in history, showing that economic growth can continue to be strong.
Chen Chaozheng believes that although the stock market is still shaking due to tax and land politics in the short term, it does not affect the long-term trend, especially as the AI trend remains unchanged, Taiwan, as the most important supplier of AI industries in the world, is expected to continue to enjoy the benefits of profits and double capital growth, and observe AI derivatives. Taiwan is worthy of attention in the fields of semiconductor manufacturing, servers, PC installations, and other fields, from IC design to system integration.
Qunyi Investment Credit emphasizes that investors can use the "TACO" investment strategy to improve asset allocation flexibility. Among them, "T" represents Trend of AI, which means a big investment in technology, "A" is Asia Chance, especially India has a large domestic demand market, "C" is Coupon Higher to hold debt, and "O" represents Offer more Stable multiple configurations to improve investment capabilities.
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