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US stocks were closed yesterday, but Taiwan stocks still launched an offensive today. As of press time, they rose nearly 200 points, marking five consecutive days of gains. Equally surprising to investors is that stock king Asmedia Technology hit the daily limit today, setting a new Taiwan stock record of NT$7,315. Institutional investors have analyzed foreign capital's net buying actions in ETFs this week, mainly concentrated in income-type products. Among the top 15 net buys, 10 are bond ETFs, especially high-yield bonds and long-term government bonds; for stock ETFs, high dividend ETFs, actively managed ETFs, and real estate ETFs are more popular. These ETFs favored by foreign investors include Yuanta ESG Investment Grade Bond 20+ (00937B), Fuh Hwa FTSE Real Estate (00712), First Securities High Yield Bond (00981B), Cathay 20-Year US Treasury (00687B), and Yuanta 20-Year US Treasury (00679B). Additionally, Yuanta Taiwan Select High Yield (00919) and Active Uni-President Global Innovation (00988A) also made the list. Wang Xinyu, manager of 00981B First Securities High Yield Bond ETF, said that due to New York Fed President Williams' dovish comments on monetary policy, plus the anticipated announcement of the new Federal Reserve chair candidate, market expectations for a US rate cut in December have significantly increased again. Once rates are cut again, it will benefit bond prices, and investors should position themselves early for the rate cut trend. Su Dingyu, fund manager of Cathay Taiwan Technology Leaders (00881), stated that Taiwan's hardware supply chain, IC design, foundry, server assembly, power supply, cooling, and other key components will benefit. With its high coverage of Taiwan's semiconductor and AI server leaders, 00881 not only holds TSMC but also has complete deployments in key stocks like MediaTek, Quanta, and Accton, showing strong potential and industry representation. Su said that Google's TPU uses an ASIC (Application-Specific Integrated Circuit) architecture, specifically optimized for AI computing with specialization and high efficiency; in comparison, GPUs focus on versatility and parallel processing capabilities. The rise of TPUs symbolizes AI computing entering the warring states era of GPUs and ASICs. Su explained that using 00881's important component stocks as examples, in chip design, MediaTek has successfully entered the new blue ocean of ASIC design services with its accumulated technology in high-speed computing and communication chips, becoming a key technical partner for international giants like Google in AI ASIC, creating a high-margin growth curve and further expanding Taiwan's IC design industry moat. In hardware implementation, Quanta, as a major ODM manufacturer with years of Google collaboration, directly benefits from hardware upgrades driven by Gemini 3. For TPUs to run fast, data transfer speed between chips is crucial, and Accton, as a leader in high-end network switches, can meet the strict requirements of TPU Pods for ultra-low latency and ultra-high bandwidth. Looking ahead, Su indicated that regardless of whether GPUs or TPUs ultimately gain the lead, they will drive comprehensive expansion of the AI market, similar to the competition between iOS and Android in the smartphone era, ultimately stimulating overall demand. The current competition is accelerating AI computing, model training, and chip development, bringing structural growth to the tech ecosystem. For investors wanting to participate in this tech feast, rather than betting on a single technology or company, it's better to adopt a basket holding strategy through tech leader ETFs like 00881, which cover companies with R&D capital and technological moats, potentially catching the long-term growth train of the AI era. Active Taiwan stock ETFs continue to be popular. According to the latest CMONEY statistics, the current 5 active Taiwan stock ETFs in the market have reached new highs in both beneficiaries and scale, with beneficiaries reaching 414,612 people, setting a historical high for the 6th consecutive week, and scale reaching NT$78.59 billion, challenging the NT$100 billion mark. Chen Chaozheng, manager of the soon-to-be-launched Active Yuanta Technology Innovation (00992A) in December, stated that Taiwan, as an important supply chain role in the global AI wave, has seen related concept stocks perform brilliantly, driving Taiwan's overall market performance. Taiwan's AI supply chain covers the entire value chain from chip design, manufacturing, packaging, assembly to end applications, including wafer foundry, chip design, advanced packaging and substrates, server manufacturing and assembly, server components, testing and system integration, as well as power and connector fields related to AI infrastructure. In the long term, AI infrastructure is a multi-year trend, and he recommends shifting investment strategy to "stock selection over market timing," focusing on groups with the highest certainty of long-term AI demand. Chen Yuanyi, manager of Active Yuanta Taiwan Strong Performers (00982A), stated that after the market's big ups and downs, from a technical perspective, downside support levels are the 60-day moving average, half-year line, and 15x P/E ratio. He expects the market to maintain a large box-range fluctuation before year-end. His operational suggestion is not to chase highs during rebounds but to gradually accumulate quality stocks with substantial AI orders during pullbacks. (Source: WinNews) Extended Reading: Monthly Bond ETF Distributions Announced! 4 ETFs at a Glance - 00937B Leads with Highest Distribution Rate Top 15 Investment Grade Bond ETF Performances Listed! Nearly 3-Month Returns Starting at 8% - What Institutional Investors Say 8 Bond ETFs See Hot Buying! Both Beneficiaries and Scale Increasing, Daily Average Volume Exceeding 10,000 Lots - New Bond Fund Arriving in March