Financial Center／Composite Report Uni-President Investment has indicated that due to the fluctuating tariff policies under the Trump administration, Taiwan's stock market is currently experiencing a volatile "kangaroo market". The unpredictable ups and downs have left investors uncertain. However, such turbulence presents an excellent opportunity for wealth redistribution, and actively managed ETFs could provide a chance for investors' portfolios to rebound.

The Uni-President Taiwan Stock Growth Actively Managed ETF (00981A) will focus on three major long-term growth sectors: 'AI Hardware Alliance', 'Humanoid Robots', and 'Low Earth Orbit Satellites', positioning actively in Taiwan's next tech momentum. The fundraising period runs from May 7 to May 9, with an issuing price of NT$10 per share, allowing investors to partake with an investment starting from NT$10,000—an opportunity not to be missed!

Last week's financial report from GOOGLE was impressive, showing that its annual capital expenditure remains unchanged at $75 billion, boosting the performance of Taiwan's AI-related stocks. This week, Microsoft, META, and Amazon will also report their earnings, and the perspectives of the four major CSPs on capital expenditure will be key observations. In the long term, domestic and foreign tech giants are expected to raise their AI-related capital expenditures by 2025, as the demand for computation continues to grow, emphasizing the recovery of previous investments while actively constructing applications, shifting the semiconductor market from being driven by ICT demands to AI applications. Strong demand for AI hardware has led to an increase in global CoWoS demand, benefiting Taiwan's semiconductor supply chain.

Regarding humanoid robots, the market is projected to reach $66 billion by 2032, driven by a shortage of labor and advances in hardware technology, chip performance, and AI breakthroughs, with a robust compound annual growth rate of 45.5% from 2024 to 2032. Taiwan’s manufacturers, with a complete supply chain for humanoid robots, are becoming preferred partners for international firms due to their high-quality, precision, and durability solutions.

In the field of low Earth orbit satellites, the development accelerated by SpaceX, founded by Elon Musk, and its subsidiary Starlink is projected to grow from 7,500 satellites in 2023 to 17,350 by 2030, benefiting Taiwan's industry chain. The low Earth orbit satellite industry includes four main sectors: satellite manufacturing, satellite launching, ground equipment (base stations), and satellite services, with Taiwanese companies excelling in ground equipment and satellite services.