One Man Saves the Entire Village! Microsoft’s Earnings Report Sparks 21% Weekly Surge — These 'High-Microsoft ETFs' Soar Alongside

U.S. technology stocks regained upward momentum following robust earnings reports from tech giants Microsoft and Amazon. The Nasdaq Index ended its three-day losing streak, rising 1% on Friday as Amazon (AMZN-US) delivered better-than-expected quarterly results, driving renewed investor buying. Microsoft's (MSFT-US) strong performance was central to the market recovery.

Microsoft reported adjusted EPS of $4.74 and an 18% year-over-year revenue increase to $90 billion, surpassing market expectations. Growth was primarily driven by cloud and AI-related businesses. The company emphasized it will maintain positive free cash flow in the new fiscal year, effectively alleviating investor concerns that 'AI costs could outpace revenues.'

Microsoft became one of the best-performing stocks in the Nasdaq 100 Index, surging 21.75% for the week. Its single-day gain even exceeded 15.5%, increasing its market capitalization by $450 billion in one day. This rally also boosted the Philadelphia Semiconductor Index by 8.19%, creating a 'one man saves the entire village' market phenomenon.

Among overseas ETFs holding Microsoft shares, those with relatively high weightings include KGI Global Elite 55 (00926-TW), Cathay Global Brand 50 (00916-TW), United FANG+ (00757-TW), Yuanta Global AI (00762-TW), and Balanced KGI U.S. TOP (00980T-TW). The top three ETFs have Microsoft weightings exceeding 10%, fully benefiting from Microsoft's sharp rise.

Additionally, ETFs containing Microsoft that delivered positive returns during the recent one-month correction include KGI Global Elite 55 (00926-TW), Cathay Global Brand 50 (00916-TW), Balanced KGI U.S. TOP (00980T-TW), and Yushan Global Blue Chip 100 (009810-TW). With market sentiment turning bullish on Microsoft’s long-term outlook, these ETFs are expected to continue performing well.

Although short-term market volatility may persist due to factors such as the Fed's hawkish stance, rising U.S. Treasury yields, Middle East geopolitical risks, and concerns over tech capital expenditures, financial institutions and experts remain optimistic about the long-term AI trend. Over the past year, tech valuations were pushed to high levels, leading to excessive concentration and leverage—now undergoing a healthy correction. However, fundamentals of leading AI firms remain solid, with earnings estimates continuing to be revised upward. After moderate short-term valuation adjustments, this presents a highly attractive entry point for long-term investors.

Performance of Overseas ETFs Holding Microsoft (Past One Month)

| Stock Code | ETF Name | Microsoft Weight (%) | 1-Month Return (%) | |------------|------------------------------|----------------------|--------------------| | 00926 | KGI Global Elite 55 | 14.07 | 3.15 | | 00916 | Cathay Global Brand 50 | 11.16 | 3.33 | | 00757 | United FANG+ | 10.23 | -0.51 | | 00762 | Yuanta Global AI | 9.19 | -16.55 | | 00980T | Balanced KGI U.S. TOP | 8.92 | 1.24 | | 00770 | Cathay North America Tech | 8.7 | -6.9 | | 009807 | Taishin S&P Tech Select | 8.6979 | -7.24 | | 00971 | Nomura U.S. R&D Leader | 8.36 | -1.17 | | 00924 | Fuhwa S&P500 Growth | 8.15 | -2.51 | | 009813 | BlackRock S&P Excellence 50 | 7.45 | -1.1 | | 009810 | Yushan Global Blue Chip 100 | 7.19 | 2.78 | | 009811 | United U.S. 50 | 6.9 | -0.47 |

Source: CMoney. Data Date: Weights as of 2026/7/29; Performance as of 2026/7/30

*Disclaimer: The individual stocks, funds, and futures products mentioned in this article are for reference only and do not constitute investment advice. Investors should make independent judgments, carefully assess risks, and bear their own profits and losses.*