Morgan Investment, a subsidiary of JPMorgan's assets management subsidiary, announced today that it will release its first-property active ETF "JPMorgan, the leading technology active ETF (00989A)" in Taiwan. What it is focused on is the development of Taiwan's semiconductor industry, but technology has always come from the US market and demand, so investors must be able to master the trends most directly and are expected to start fundraising from September 30.
Morgan Investment Information Chairman Tang Deyu said that although the market competition of Taiwan ETFs is quite fierce, most ETFs' investment targets are concentrated in the Taiwan stock market or the US debt, and they are mainly passively tracking the index. Therefore, the goal of Morgan's issuance of 00989A is to combine Morgan's advantages in technology investment and active management in the United States to diversify and invest in excessive concentration of existing investments.
Tang Deyu pointed out that JPMorgan Chase Group is a global enterprise, and Morgan Investment Credit has the biggest advantage, which is to share the entire investment platform. For example, when NVIDIA (NVIDIA) completed the French conference in the United States, American analysts immediately provided comments on the conference. Taiwanese managers can get investment advice immediately, and then confirm the news from Taiwan suppliers, and then actively allocate shares for shareholding.
For Morgan Investment's first Taiwan active ETF, the reason for choosing the leading technology in the United States, Tang Deyu shared that first, the transaction information of ETFs is transparent, and the fees are more friendly than other financial commodities. In addition, Taiwan investors are more interested in technology stocks than other industries, and are more willing to use regular fixed amounts to make long-term investments.
JPMorgan America's leading technology active ETF fund manager Xi Xinsheng said that although AI is the mainstream of technology today, the technology giant has changed every decade, and it is the hardest to master the investment in technology industries. Therefore, the biggest difference of 00989A is that the focus of layout does not only consider the seven majors of technology, but expand to benefit from the technological revolution, or even non-technology companies, so it will penetrate the development of AI fields.
Visu welcomes the example that Veeva, a U.S. enterprise that benefits from AI technology and gains growth and motivation, belongs to the biotechnology field, and Uber, which investors are familiar with. In fact, it belongs to industrial stocks. As for Robinhood Market, the largest public trading platform in the United States, it actually belongs to financial services, but these companies have benefited from technological innovation and have developed a new business model, which has led to a stock price increase this year that surpasses the seven tech giants.
Wen Xinsheng pointed out that the 00989A stock selection strategy is not limited to traditional information technology, but adopts cross-industry and cross-market capitalization investment strategies, such as extending the scope of leading technology outward, including seven major areas: business payment, travel and entertainment, automobiles, technology, financial services, media advertising and medicine, among which giant stocks account for 15~25%, large stocks account for 30~40%, medium-cap stocks 20~40%, and small-cap stocks 5~15%.
Pu Qilin, product manager of JPMorgan's leading technology initiative ETF fund, said that in the impression of investors, Taiwanese semiconductor stocks performed well, but the investment advantages of the 500 information index and the Rosso 1000 are respectively created in the past 10 years, including 678% and 398% of the total, and the performance is superior to the Taiwan Electronics Index. It can be seen that the investment advantages of American technology companies are quite obvious.
Pu Qilin pointed out that although the upstream, middle and downstream supply chains of technology industries are distributed all over the world, the United States has a unique leading position in technological innovation and research and development, and is the largest collection center of global technology companies. In addition, many technology companies are registered in the United States, so the layout of technology companies dominated by the United States can achieve the investment effect of "one-stop purchase".
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