After the tax war, the market was worried that the four major CSP operators would reduce capital expenditures, but the financial report from April to May still released strong capital expenditures, mainly used for AI-related investments. The United...
After the tax war, the market was worried that the four major CSP operators would reduce capital expenditures, but the financial report from April to May still released strong capital expenditures, mainly used for AI-related investments. The United States' relaxed the ban on AI chips NVIDIA H20 chips, which helped AI's future market growth, stimulated the US technology stock market to hit a new high, and promoted the US technology stock ETF's comprehensive success since the end of May.
The US technology stock ETF has been selling more than 5 to 11% since the end of May. Among them, the share price of Taiwan New Tip Technology Selected ETF (009807) was founded. It has been a new high since its listing on May 28, becoming a black horse in this year's technology theme ETF, indicating that the investment confidence of funds in US technology stocks has increased significantly.
009807 The "Supple Technology Selected Industry Index" tracked includes the most representative technology industry in the United States, including high-growth industries such as semiconductors, cloud services, AI applications, and software platforms. Among the components, there are many core AI companies well-known in the market such as NVIDIA, Microsoft, and Apple, which have high topicality and growth potential.
Taiwan Xinshi Tupo Technology Selected ETF Research Team said that according to Bloomberg data, the U.S. technology stocks' second quarter financial reports in 2025 were generally better than expected. With the US joint-venture situation, it has led to the rise in the price of large-scale technology stocks. In addition, innovative applications such as AI, data centers, and clouds have continued to boost the profit dynamics of technology stocks, becoming a key driver to promote the strength of technology stocks.
Taixin Temporary Technology Selected ETF Research Team pointed out that looking forward to the future market, AI and technology innovation are not short-term issues, but rather a structural trend of cross-enterprise operations, government policies and consumer behavior. Overall, it is benefiting from favorable conditions such as increased AI capital expenditure, increased application, and relaxed U.S. export restrictions. The trend of technology stocks' long-term trend is still happy in the future.
Extended reading: Taiwan Stock Exchange is waiting to hit the spot this year! Li Zhenyu: Taiwan tax 20% is well discussed Taiwan tax 20% impacts the three major industries! Legal person: Taiwan Stock Exchange is calm and 232 Terms of refusal Taiwan tax 20% is a temporary tax rate! The Executive Yuan: The two parties continue to discuss and discuss together Terms 232
