亚太精选ETF（159687）：把握弱美元周期下的亚太“红利资产+半导体龙头”双引擎机遇

Group 1 - The core viewpoint is that global financial markets are shifting from a "single market bet" to a "multi-region, multi-dimensional" global strategy, with the Asia-Pacific market gaining attention due to its growth potential and favorable valuation [1][2] - The Asia-Pacific region is projected to be the main engine of global economic growth over the next five years, according to IMF forecasts, while its overall valuation is significantly lower compared to mature markets like the US [2][4] - The Asia-Pacific Select ETF (159687; Class A 021189, Class C 021190) is designed to help investors efficiently capture structural opportunities across markets, tracking the FTSE Asia Pacific Low Carbon Select Index, which includes over 200 quality listed companies in the region [2][5] Group 2 - The ETF combines two types of assets: high-quality dividend assets and leading semiconductor companies, creating a dual-driven engine that balances defensive and offensive attributes [4][6] - Notable companies in the dividend asset category include Toyota, Tencent, Alibaba, and Mitsubishi, which have strong competitive positions and stable cash flows [4][6] - The Asia-Pacific region accounts for 57.6% of global semiconductor industry revenue, with key players like TSMC, Samsung, and MediaTek dominating the market [4][6] Group 3 - The Asia-Pacific Select ETF is currently the only ETF in the domestic market tracking the FTSE Asia Pacific Low Carbon Select Index, and it has consistently outperformed other Asia-Pacific themed products in terms of returns and risk-return characteristics [5][6] - The ETF has achieved positive returns for three consecutive years (2023, 2024, 2025 YTD) and has consistently delivered excess returns compared to benchmark indices like the MSCI Asia Pacific Index [5][6] - The ETF's strategy of combining high-quality dividend assets with semiconductor leaders allows it to capture both stable growth and explosive industry opportunities [5][6] Group 4 - In the context of economic transformation and geopolitical restructuring, the Asia-Pacific Select ETF offers a diversified investment approach that balances stability and growth, making it a strategic tool for global asset allocation [6] - The ETF provides a clear pathway for investors to access core assets in the Asia-Pacific region through a multi-dimensional allocation logic, aiming to optimize returns while managing volatility [6]