Can Taiwan Stocks Still Be Chased After 40,000 Points? Nomura Asset Management Analyzes Three Major AI Supply Chains, Active ETFs Capture Rotation Opportunities

Taiwan stocks have been surging to record highs driven by the AI theme. However, with the index reaching high levels, market volatility is expected to significantly increase in the future. Nomura Asset Management points out that the current AI supercycle is still in the early stages of infrastructure development, and the long-term trend of Taiwan stocks remains unchanged. Investors are advised to focus on the fundamentals of AI, supply chain bottlenecks, and industry rotation opportunities, and to use actively managed Taiwan stock ETFs. This allows participation in the long-term bullish trend of Taiwan stocks through diversified allocation, phased deployment, and regular savings, while reducing the impact of short-term volatility on the investment portfolio. Nomura Asset Management will hold the "All-Taiwan Investment Seminar" in Taipei, Taichung, and Kaohsiung. The final Taipei session will feature a golden lineup consisting of Lou Ke-wang, Deputy General Manager of Nomura Asset Management's Investment Strategy Department, Han-yuan Dan, top fund manager Jing-de You, and well-known financial host Hsuan-yi Chan, who will comprehensively deconstruct the new structural opportunities in Taiwan stocks.