[FTNN News] Finance Center/Comprehensive Report With May arriving, the 'five poor, six absolute' phenomenon affecting Taiwan's stock market has become less pronounced over the past decade. As the market gradually digests tariff impacts and the peak season for shareholder meetings comes, it is likely to provide support for market trends. For investors, this represents an excellent opportunity to actively invest and seize opportunities in Taiwan's stock market. Investors can utilize actively managed ETFs to flexibly respond to market changes and capitalize on industry rotations.

According to research by Qunyi Investment Trust, over the past decade, May has shown an average return of 6.2%. Historical experience indicates that if April sees volatility, May typically rebounds. This April, due to the impact of U.S. tariffs, Taiwan's stock market faced increased fluctuations. However, as the market gradually absorbs this negative factor, along with stable fundamentals and varied themes, now is a good time for actively managed ETF investments.

Qunyi Taiwan Strong Hands (00982A) manager Chen Yuanyi noted that the greatest feature of actively managed ETFs is that they do not need to track indices, allowing managers to flexibly adjust investment portfolios based on market risks, industry trends, and company performance. In response to market changes, managers can quickly shift holdings to value or defensive stocks to reduce portfolio volatility and seek opportunities for increments when the stock market stabilizes.

Chen also mentioned that after April's market fluctuations, the capital flow has seen significant cleansing, making it a great time to rediscover quality companies that were undervalued. Additionally, as shareholder meetings convene in May, public companies will announce dividend policies and provide operational outlooks for the second half of the year, offering excellent opportunities for proactive investment.

In terms of industries, despite ongoing tariff issues, the long-term development trend of AI remains unchanged, and companies with competitive advantages and flexible supply chains still hold investment value. In non-electrical industries, the growth of e-commerce has made third-party payments an important bridge for physical goods and sales channels, showing bright prospects. Moreover, leading companies in the biotech industry developing new medicines and CDMO are also worthy of attention.