日经225大涨2.5%创新高 亚太精选ETF(159687)受益半导体复苏与AI浪潮

Core Viewpoint - The Nikkei 225 index surged by 2.5% on August 12, reaching a historical high of 42,849 points, driven by improved corporate earnings guidance, reduced concerns over U.S. tariffs, increased global AI infrastructure demand, and rising expectations for Federal Reserve interest rate cuts [1] Group 1: Market Drivers - Japanese companies are raising their earnings forecasts, contributing to positive market sentiment [1] - Concerns regarding the impact of U.S. tariffs have diminished, further supporting market growth [1] - The global semiconductor industry is showing signs of recovery after a cyclical adjustment, driven by increased demand for data centers and AI computing power [1] Group 2: Investment Opportunities - The Asia-Pacific Select ETF (159687; Class A fund 021189, Class C fund 021190) is positioned to benefit from the recovery in the global chip industry and the AI industry wave, with nearly 50% of its holdings in the Japanese market [1] - The ETF has significant investments in semiconductor leaders such as TSMC, Samsung Electronics, and SK Hynix [1] - Recent tariff policies have become more favorable, as companies that have invested or are investing in U.S. manufacturing may be exempt from tariffs, benefiting holdings in TSMC, Samsung, and Japanese semiconductor firms [1]