Asia-Pacific Select ETF (159687) rises nearly 3% after the long holiday, the logic of re-evaluation of Chinese assets continues to strengthen, and semiconductor companies significantly benefit from the AI wave

The Asia-Pacific Select ETF (159687) has performed impressively after the long holiday, rising nearly 3% during intraday trading today. As of the time of writing, it is up 2.6%, priced at 1.576 yuan, with a trading volume of 30.4587 million yuan. On the news front, during the long holiday, overseas market news was relatively positive, with major global risk assets strengthening in tandem, and U.S. stocks, Japanese stocks, and gold all reaching historical highs. Huaxi Securities believes that the Chinese technology industry is at a critical juncture for upward breakthroughs. In the future, the emergence of more "DeepSeek" moments in various fields will continuously strengthen the revaluation logic of Chinese assets. Additionally, NVIDIA announced that it has reached an agreement with Japanese telecommunications and computer manufacturer Fujitsu to jointly build a full-stack AI infrastructure integrated with AI intelligence. Public information shows that the Asia-Pacific Select ETF (159687; Class A of the linked fund 021189, Class C 021190) launched by Southern Fund is the only ETF tracking the Asia-Pacific Select Index, covering 11 countries and regions in the Asia-Pacific. This ETF includes high-quality dividend assets from the Asia-Pacific region, such as Toyota Motor, Tencent Holdings, Alibaba, and Mitsubishi Group. It also includes high-quality semiconductor companies such as Taiwan Semiconductor, Samsung, Tokyo Electron, and MediaTek