Today, 'Dayuan Steel' (2027) is a hot topic on social media, with users expressing their opinions, some even stating, 'Buying American-made Dayuan Steel is less appealing than buying Dayuan Fried Chicken.' In this context, analyst Chen Shih-hui from Yunda Investment Consulting provided insights on the market conditions.

Chen mentioned that Dayuan Steel saw a significant drop of nearly 9% during trading today, making it the most affected steel stock. He explained that the recent sharp rise in exchange rates makes it difficult for export-oriented companies to hedge completely, and he anticipates second-quarter earnings will be eroded. Nevertheless, he suggests that investors should not rush to sell and can consider exiting when the stock price returns to 45 TWD.

Furthermore, Chen pointed out that Dayuan Steel has previously seen considerable gains among steel stocks, and its share price remained relatively stable even when unfavorable tariff news was released. Currently, it’s just a case of short-term capital adjustment, and while Dayuan Steel’s stock price is hovering around 37 TWD, it is still above the annual average; however, the quarterly trends are upward. He emphasized that as the stock price approaches the annual average, long-term investors are likely to step back in, asserting, 'After falling to this point, it won't drop any lower.'