Nikkei 225 surged 2.5% to a new high, Asia-Pacific Select ETF (159687) benefits from semiconductor recovery and AI wave
The Nikkei 225 Index surged 2.5% on August 12, breaking through 42,849 points and setting a new historical high. Market analysis suggests that this increase was driven by factors such as Japanese companies raising their earnings guidance, reduced concerns over U.S. tariffs, a surge in global AI demand, and heightened expectations for interest rate cuts by the Federal Reserve. The Asia-Pacific Select ETF (159687), which has significant holdings in semiconductor leaders like Taiwan Semiconductor and Samsung Electronics, is expected to benefit from the recovery of the global semiconductor industry and the wave of the AI industry
According to Zhitong Finance APP, on August 12, the Nikkei 225 index surged 2.5% during intraday trading, breaking through 42,849 points and setting a new historical high. Market analysis suggests that this round of increase is mainly driven by the following factors: Japanese companies are raising their earnings guidance, concerns about the impact of U.S. tariffs are easing, and there is a surge in global demand for AI infrastructure, combined with rising expectations for interest rate cuts by the Federal Reserve, which together boost market sentiment.
It is noteworthy that, thanks to multiple factors such as the growth in demand for data centers and AI computing power, the global semiconductor industry is showing signs of recovery after experiencing a cyclical adjustment. Against this backdrop, the Asia-Pacific Select ETF (159687; Class A fund 021189, Class C fund 021190), which heavily invests in leading semiconductor companies in Japan and the Asia-Pacific region, is entering a configuration window.
It is understood that the Japanese market accounts for nearly 50% of the Asia-Pacific Select ETF, while it heavily invests in semiconductor leaders such as Taiwan Semiconductor, Samsung Electronics, and SK Hynix. Previously, Trump announced a tariff of about 100% on all imported chips, but companies that are building or have built factories in the U.S. may be exempted. Industry insiders point out that since semiconductor companies in Japan, South Korea, and Taiwan had previously committed to significant investments in the U.S., they are expected to be exempt from tariffs, which is favorable for holdings such as Taiwan Semiconductor, Samsung, and Japanese semiconductor manufacturers.
In the context of easing tariff policies, continuous improvement in corporate earnings, and multiple resonances of technology demand, the Asia-Pacific Select ETF is expected to fully benefit from the recovery of the global chip industry and the investment opportunities brought by the AI industry wave
