As the National Security Fund expands from NT$500 billion to NT$1 trillion, seasoned analyst Du Jinlong indicates that TSMC (2330) remains the most promising core stock. He also mentioned that MediaTek (2454), Quanta (2382), and Hon Hai (2317) are part of the investment list of the National Security Fund, suggesting that following these investments could help mitigate risks.

In a recent episode of the program 'Money Deployment,' Du analyzed the critical price levels for TSMC. He believes that if the stock price can maintain a support level of NT$800, it may solidify the bottom; if it breaks above NT$920, it signals a market rebound; and if it surpasses NT$952, it indicates a clear upward momentum, with a possibility of reaching new historical highs. Du also noted that MediaTek is relatively less affected by tariffs and is projected to achieve an earnings per share of NT$85 next year. Although he did not enter the market when the stock price dipped to NT$1140, he has started positioning after the recent drop to NT$1375, maintaining his confidence in long-term performance.

Furthermore, Du remains optimistic about Hon Hai and Quanta. Despite experiencing significant adjustments, Hon Hai's stock price has returned to near its initial rise point, and the company's management holds a relatively conservative outlook on tariff impacts, providing opportunities for long-term investments. Despite potential short-term challenges, he remains confident in their long-term prospects.