22 Overseas ETFs Hit Record Highs – 00757 Soars 12% in One Week, Leading Gains

U.S. equities rallied across the board yesterday, as markets digested progress in U.S.-Iran talks while also absorbing a wave of corporate earnings reports. Large-cap technology and semiconductor stocks were the primary drivers of today’s (August 5) market rebound, pushing the share prices of 22 overseas-listed equity ETFs in Taiwan to new record highs.

According to CMoney statistics, 22 overseas equity ETFs have already surpassed previous peaks since the market bottomed on July 30. Among them, the Uni-President FANG+ ETF (00757-TW) recorded the highest rebound with a 12.35% increase. It closed at 141.95 TWD today, marking another all-time high. Other top performers include Cathay Cybersecurity (00875-TW), Megatrust U.S. MAG7+ (009815-TW), Huanan YungChang NASDAQxT (009818-TW), and Fubon S&P500 Growth (00924-TW).

Lin Liang-Yi, portfolio manager of the Uni-President FANG+ ETF, noted that U.S. markets experienced significant divergence in July due to profit-taking after tech giants’ earnings, the first hawkish dissent from the Federal Reserve, and volatile oil prices. By month-end, strong cloud revenue results from Microsoft and Amazon helped the Nasdaq end a six-day losing streak, while Apple declined on weak guidance, widening the gap between AI-monetizing firms and hardware-dependent peers.

Looking ahead, Lin stated that capital expenditures are gradually translating into cloud revenues, providing sustained momentum. However, hawkish dissent, elevated bond yields, and oil price fluctuations remain key uncertainties. The quality of the rebound hinges on whether earnings can continue demonstrating AI monetization, with leadership now concentrated among AI infrastructure giants. He suggested short-term pullbacks present tactical entry opportunities, while long-term investors should consider regular dollar-cost averaging.

Ranking of Overseas Equity ETFs That Reached New Price Highs

- 00757: Uni-President FANG+, +12.35%, Closing Price: 141.95 TWD - 00875: Cathay Cybersecurity, +10.59%, Closing Price: 56.4 TWD - 009815: Megatrust U.S. MAG7+, +9.78%, Closing Price: 11.79 TWD - 009818: Huanan YungChang NASDAQxT, +9.08%, Closing Price: 20.54 TWD - 00924: Fubon S&P500 Growth, +8.64%, Closing Price: 34.2 TWD

Source: CMoney, data from July 30 to August 5

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 losses.