Reported 8 months ago
Hwai Chiou-yi/Taipei reported on June 20, 2024, at 4:10 PM, Huida CEO Huang Renxun visited Taiwan again, turning into the strongest AI salesperson, arousing high market expectations for the prospects of AI applications, which has been a trend since May. Observers note that since May, seven new funds have been approved for issuance, with three focusing on multi-asset themes related to AI, growth, and returns, one being a stock fund, and three index stock funds. AI, technology, semiconductors, and Japan are significant keywords for these new funds. The market's preference for multi-asset theme funds and equity funds, which offer growth prospects and are favored by the market due to market volatility, fund rotation, and trends in AI and semiconductors, have become the key points of interest for fund companies in the second half of the year. For example, the recently approved Allianz AI Income Growth Multi-Asset Fund primarily seeks investment opportunities in the AI industry's upstream and downstream sectors in the long term, aiming to leverage AI advantages to promote revenue growth or cost reduction, focusing on innovative companies to pursue long-term capital gains growth. With the trend industries facing various disruptions in the long-term development process, external factors such as economic changes, And other factors, Allianz AI Income Growth Multi-Asset Fund is designed to diversify risk across capital structures and pursue multiple sources of income to create AI income multi-asset allocation suitable for more investors, with a focus on AI advantages and diverse income sources. Looking ahead, as the headwind of interest rate policies gradually fades, market focus is expected to return to corporate profits and resilience in the fundamental area of benefits. However, considering the uncertainty of policy pace, with the cumulative gains of the short-term market, in anticipation of continued bullish market conditions, the composite assets should prepare for fluctuations and reassess assets as the core to capture returns, coupled with multi-asset layout in mainstream trend areas, on the one hand, to reduce potential fluctuations and also help seize rotational market trends. Huang Yiche, manager of Nomura Global Technology Multi-Asset Fund, believes that the Fed is inclined to continue observing data before deciding whether to cut interest rates. Overall inflation risks have not disappeared, with 78% of S&P 500 companies in the last quarter reporting better-than-expected results, higher than the long-term average. Among these, information technology stocks performed the best, indicating that AI-related tech stocks are still the focus of investment. Nearly 90% of companies in the last quarter exceeded profit expectations, with short-term inflation and geopolitical risks unresolved, making it a good time to position in technology multi-asset sectors.
Source: YAHOO