Benefiting from the increase in NVIDIA GB300 in the second half of the year! Exciting semiconductor ETFs with outstanding performance

Although Taiwan’s taxes on other countries have not yet been announced, global AI semiconductor stocks have benefited from the increase in NVIDIA GB300 volume in the second half of the year, the new Apple iPhone 17 machine store, and the new Bitcoin high, setting off a wave of demand for cryptocurrency computing power. The legal person believes that Taiwan-related beneficiary stocks are expected to be ready to be developed, which has stimulated the performance of semiconductor ETFs to be red in the past week.

NVIDIA shares price reached a record high of 170.7 yuan, and the Nasdaq index also hit a record high of 20,677.8. The legal person said that the half-term index rose separately, and it will boost the global technology and semiconductor stocks in the second half of the year, especially in Taiwan's electronic stocks. The supply chains related to AI and semiconductors will welcome the NVIDIA GB300 volume surge in the second half of the year, driving the performance of semiconductor ETFs to rise.

According to CMoney statistics, the performance performance of the Taiwan stock technology type ETF has been red in the past week. Among the top ten ETFs with the highest growth rate, semiconductors account for five, among which Sinong Taiwan Semiconductor 30 (00904) is the most prominent. The performance performance in the past week and one month is among the top ETFs of the same type. The number of beneficiaries last week showed a pure growth compared with the previous week, and the performance performance and market buying double performance were outstanding.

Shinguang Taiwan Semiconductor 30 ETF Manager Zhan Jiafeng said that this week entered the final stage of the United States' announcement of Taiwan's taxes in other countries. The market is worried about the pressure of taxes. It is estimated that the market will remain vibrant and consolidation pattern. The market is still optimistic about Taiwan's battery. After the legal meeting was held on July 17, it is expected to benefit from the continuous increase in NVIDIA's latest GB300 AI chips and the trend of new Apple iPhone 17 series.

Zhan Jiafeng pointed out that cryptocurrencies have reached a record high of 120,000 yuan. It is expected that the cryptocurrency trend will surge in the second half of the year, and chip computing power demand will increase significantly, which is equivalent to the gathering of three major growth momentums, including the AI server volume surge, consumer electronics reserve trend and cryptocurrency computing power trend, which is expected to boost the continuous flight of the Taiwan stock market and further push the semiconductor stock market to continue to rise.

According to the latest estimates of Morgan Stanley, according to Taiwan's initial CoWoS production capacity in 2026, cloud AI semiconductors will still have the opportunity to grow by 30~40% next year. The PEG (principal-earnings growth ratio) of AI semiconductor-related stocks is still less than 1. Taiwan's semiconductor supply chain still has investment value at the current stage, and the investment potential in the future is still worth looking forward to.

Xinguang Investment Credit stated that the Taiwan Stock Exchange was gradually declining due to tax issues, changes in exchange rates and ground politics in the first half of the year. In the second half of the year, the selection of stocks focused on corporate fundamentals. Taiwan's semiconductor supply chain has the leading technical advantages, holds the AI basic construction orders of major technology manufacturers around the world, and takes the HBM and silicon photonic technology required for high-speed transmission. At this stage, semiconductor ETFs with large market value and high-gold stocks should be locked.

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