Spotlight Stock: New Addition to Active ETFs! 00410A Surges 1.5% on First Trading Day with Explosive Volume, Stabilizes at Issue Price

Taiwan's newly launched active ETF, the 'SinoPac Taiwan Tech Trends Active ETF' (00410A-TW), officially began trading today (3rd). Benefiting from today's rebound in the Taiwan stock market and the broad rally in high-priced stocks, 00410A delivered an impressive performance on its first trading day, opening higher and rising approximately 1.5%. The price briefly touched NT$10.20, and trading volume surged past 100,000 lots in early morning sessions, demonstrating strong popularity and significant market attention. As of July 31, the fund's asset size reached NT$2.837 billion.

Leveraging Taiwan's robust AI computing supply chain advantages, related key component stocks have surged up to 483% cumulatively since 2021. With AI industry benefits now extending from chips to applications, coupled with rapid technological shifts and accelerated sector rotation, demand for actively managed stock selection has significantly increased.

After launching on July 23, 00410A immediately faced market correction pressures, with its net asset value dipping to NT$9.83. However, following last Friday's strong rebound in the Taiwan stock market and TSMC's positive earnings outlook, the long-term global AI growth trend was reaffirmed. Today, 00410A's estimated NAV has recovered to NT$10.34, showcasing the flexibility and resilience of active management amid market volatility.

The 00410A management team highlights that AI industry benefits are now spreading across the entire technology supply chain. Investment opportunities span upstream segments such as GPUs, ASICs, and advanced processes; midstream areas including power solutions, thermal management, and CPO optical communications; and downstream emerging applications like low-orbit satellites, robotics, and smart vehicles—all poised to benefit from the AI upgrade wave.

Unlike traditional passive index-tracking ETFs, 00410A combines three key strengths: 'active stock selection,' 'flexible adjustments,' and 'rigorous selection of high-quality companies.' This allows the fund to dynamically adjust holdings based on daily market movements and economic cycles. During market downturns, it prunes weaker performers, while focusing on high-growth-potential tech sectors during upswings, aiming to deliver consistent excess returns (Alpha) above market indices.

In response to recent market volatility driven by international geopolitical and tariff policy developments, the 00410A team emphasizes that from a long-term AI industry perspective, market pullbacks present excellent opportunities for investors to gradually build positions in technology growth trends. Through its active selection mechanism and comprehensive supply chain strategy, 00410A looks beyond single star stocks to deeply uncover high-competitiveness enterprises across every segment of the value chain.

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