Should You Sell Amid Taiwan's Stock Surge? Expert Reveals Adding Millions Over '4 Trading Days' Despite Being Called a 'Premature Seller'

Taiwan's stock market has seen heightened volatility. Last Friday, following TSMC's earnings call, profit-taking pressure hit the market, compounded by weakness in U.S. tech stocks and the Philadelphia Semiconductor Index. On July 17, the weighted index plunged nearly 3,000 points, marking the largest single-day drop in history. Today (22), the market continued its strong rebound, opening up 280.88 points, with sustained buying pushing gains over 1,000 points intraday, briefly surpassing the 45,000-point level. Financial expert Ruan Mu-Hua stated on Facebook today (22), 'Reducing positions was for the purpose of re-adding, re-adding, and re-adding.'

How has Taiwan's stock market performed this week? The strongest rebound in history surged over 1,700 points.

After last Friday's sharp decline, panic sentiment persisted on Monday (20), pushing the index lower, briefly falling below 42,500 points, erasing over 4,000 points in just two trading days. However, the market quickly rebounded after a significant reduction in margin financing. On July 21, the weighted index closed up 1,783.17 points (4.20%) at 44,232.87, with trading value reaching approximately NT$835.6 billion. The rally reclaimed both the 5-day and quarterly moving averages, marking one of the largest single-day rebounds in Taiwan's stock history. Electronics, traditional industries, and financials all rose in tandem, with the electronics sector surging 4.81%, leading the recovery.

Did the rebound continue on the 22nd?

Today, the market extended its rebound, opening higher. Market focus centered on U.S. tech earnings, continued strength in U.S. markets, and whether the previous day's strong rebound would persist. The index surged over 1,000 points intraday, briefly surpassing 45,200 points. TSMC (2330), the market leader, continued to lead the charge, with AI, semiconductor, and major electronics stocks all strengthening. Investors watched closely whether the market could reclaim the 45,000-point psychological level. Ruan shared that his consecutive reductions in late May and June were precisely to prepare for re-adding.

Ruan revealed that friends mocked him for selling in May and June, calling him a 'premature seller.' However, given the current market conditions, many may now realize that 'liquidity management' is harder than stock selection. He added that in a bull market, almost any stock can make money; it's during downturns that true skill is tested—'Only when the tide goes out do you discover who's been swimming naked.' If one is always fully invested, how can they add positions now? At the end of his post, he disclosed that one of his accounts added over NT$10 million from July 16 to 21—these 'bullets' came from earlier reductions.

More exclusive insights from Storm Media:

‧ Taiwan stocks surge 1,000 points today—Is the shakeout over? Insiders reveal 3 key market points: Is the market making money on 'this issue'?

‧ TSMC drops to NT$2,290—Should you jump in? Scholar reveals 'two-stage profits' after margin liquidation: Institutional investors are building positions at lower prices

‧ Taiwan stocks surge 1,000 points back to 45,000—Is a new bull run starting? Experts analyze 'real vs. fake rebounds': Even young stock gods are afraid