日股创一年新高，亚太精选ETF(159687)两日涨近4%

Group 1 - The Nikkei 225 index rose by 2% on July 24, continuing its upward trend after a 3.51% increase the previous day, reaching a one-year high [1] - Japan and the United States reached an agreement to reduce tariffs on Japanese auto exports to the U.S. from 25% to 15%, with Japan committing to invest $550 billion in energy and semiconductor cooperation, leading to a surge in Japanese automotive stocks [1] - Citic Securities noted that the lack of long-term strength in the U.S. dollar is increasing preference for non-U.S. assets, with Asian equity assets being steadily revalued, and emerging markets like Hong Kong performing well [1] Group 2 - UBS remains optimistic about the Chinese technology sector, highlighting opportunities for excess returns in the second half of the year, driven by the increasing adoption of AI, supportive policies, and rising corporate financing needs [1] - The valuation of the Chinese technology sector is still reasonable, with strong profit growth expectations and additional upside potential from currency appreciation, supported by accelerating AI adoption and improving fundamentals [1] - The Asia-Pacific Selected ETF has capitalized on the structural opportunities in global fund allocation towards the Asia-Pacific region, rising by 1.18% and accumulating a 3.93% increase over two days [2]