The scene of 00940, which was previously widely favored by Taiwanese investors, broke after it was listed. Recently, another netizen posted a post complaining about being cut off, saying that he subscribed for Taiwan's first Japanese semiconductor ETF 00951, but he did not expect that it had already been released more than a month after it was listed. The loss was nearly 20%, and the end was worse than the subscription of 00940. (Preliminary summary: 00940’s third dividend distribution of 0.05 yuan “annualized return exceeds 6%”, and its performance has greatly exceeded Ethereum since its listing) (Background supplement: shareholders are waiting to cry! 00940’s first distribution of 0.05 yuan “annualized return is 6%” , is it more profitable to compete with Bitcoin? ) Taiwan has set off a high-dividend ETF investment boom. Yuanta Taiwan Value High-Dividend ETF (00940) raised 175.2 billion yuan in just 5 days earlier this year. After it was officially listed in early April, it It has landed in the top 5 Taiwan stock ETFs, but the closing price so far is only 9.44 yuan, which is 10 yuan lower than the issue price. Even if dividends are included, it is still in a broken state, which has caused many people to complain. Netizens subscribed for 00951 and lost nearly 20%. Recently, a netizen posted an article on the Dcard financial management page, revealing that he subscribed for Taiwan's first Japanese semiconductor ETF 00951, and the result was even worse than 00940. According to the official website, 00951 is the first ETF in Taiwan focusing on the Japanese semiconductor industry launched by Taishin Investment Trust. The investment scope covers semiconductor equipment, components, packaging and testing, silicon wafers, etc. The issue price is 10 yuan, but the ETF was launched on July 26 After being listed on the market, it has been in a breaking state. It fell to a low of 8.06 yuan on the 11th and closed at 8.48 yuan today, a break of 15.2%. Source: GOOGLE The original PO said that he had just entered the stock market for about a year. He subscribed for 00949 two months ago with an issue price of 15 yuan. In the first month, it rose to more than 16 yuan. Later, he saw that 00951 was going to IPO at the end of July and felt that Japan Semiconductors are quite promising, and I saw a lot of news adding fuel to the fire. I sold 00949 on impulse and went to subscribe for 00951. The original PO pointed out that at that time, the subscription price of 00951 was 10 yuan. At that time, he was still complacent and thought that selling high and buying low was just a genius: The result is that 951 has broken through now and dropped to more than 7 yuan a few days ago... It has been listed now. It fell by nearly 20%🫨 (one-fifth of it is gone) In short, I advise everyone not to operate QQ impulsively like me. I currently plan to stop the loss and sell out, and then buy back 949. If I had not been so impulsive and continued to hold 949 It would be great, but after switching to 951, 20% evaporated in less than two months. The original PO emphasized that he did not blame anyone, nor did he blame 00951. He only blamed himself for not doing enough homework: I am simply here to share my own experience with you. It’s a painful experience, I hope I can save one by one, and no more people will be mutilated. What do netizens think? In response to this, netizens sparked heated discussions, saying, "Why would you want to sell 949 to buy Japanese semiconductors? Just buy semiconductors from Taiwan or the United States." "I don't understand how the world leader TSMC would buy Japanese semiconductors." All ETFs are listed when the stock market is at its peak. It is easier to sell when the topic is the highest, but because it is close to the highest point, it is easy to encounter a stock market backtest as soon as it is listed, and then it goes down." However, some netizens suggested not to rush to cut the meat, pointing out that TSMC has opened the Kumamoto plant, and almost all the upstream semiconductor material machinery is controlled by Japanese companies. There are three indispensable keys to the semiconductor industry: semiconductor materials (Shin-Etsu Chemical, etc.), semiconductor production (TSMC) ), semiconductor equipment (ASML lithography machine), now there are two: Before the Plaza Accord was signed 30 years ago, Japan was the world's largest semiconductor country, with a solid foundation, unmatched by the United States, and it shared the concentration of wafers in There are geopolitical risks created in Taiwan, and the Japanese are hard-working and not inferior to the Taiwanese. Japanese semiconductors have a good chance of growing significantly in the future. Some netizens believe that 00951 should focus on long-term performance, saying, "Taiwan and the United States are now stronger in semiconductors, but that does not mean that Japan cannot catch up from behind. Japan is now in its infancy, and the future is unknown. The result is only less than two months... ”. Another netizen pointed out that before buying, many people said they were optimistic about the long term and would hold on to it for 3-5 years. However, when the short-term price fell by 10-20%, they said it was hopeless and they had to stop their losses and leave: If the above is your Mentality, you have to think carefully. After the stock exchange, the new stock drops by 10%. What will you do at that time? Although it is frustrating to invest in ETFs that break out immediately after listing, by understanding the reasons for the break, reviewing investment goals, and evaluating fundamentals, investors can help investors make more rational investment decisions. Investment involves risks, so be sure to evaluate carefully. and make investment decisions based on their own circumstances. Related reports: Bloomberg: Taiwan's 00940 is too strong to "surpass all Bitcoin spot ETFs" and is estimated to reach 8 billion magnesium on the 30th day of listing. 00940 broke through on the first day of listing, "700,000 investors wailed", netizens laughed: It is better to buy Bitcoin! Bitcoin vs. Taiwan ETF 00940, who performed better? A look at performance and risks at once "Netizens complained about the purchase of Japanese semiconductor 00951, which broke immediately after listing: a tragic loss of 20% in one month..." This article was first published in Dongqu BlockTempo "Dongqu Dongzhen - the most influential blockchain news media 》.

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