According to a report from the finance center, despite Trump's erratic tariff policies, the 00830 Semi ETF has found an opportunity to recover. The four major U.S. stock indices have soared for four consecutive days, drawing investors' attention to the ETF (00830) that tracks the Philadelphia Semiconductor Index. Currently, the market price of 00830 is around 35,000 NTD, and fund manager Li Hanlin suggests investors utilize a buy-on-dip strategy to lower costs and increase shareholdings.

00830 focuses on leading semiconductor companies in the U.S. such as NVIDIA, Broadcom, and TSMC, which play a crucial role in the demand for AI and high-performance computing. The Cathay ETF research team cites a KPMG survey indicating that 90% of semiconductor executives expect industry revenue to grow in the next year, with 36% believing it will increase by more than 10%. This reflects strong market confidence in the semiconductor industry.

Even though the tech market is entering a low season, Li Hanlin further recommends maintaining regular dollar-cost averaging and gradually increasing positions to accumulate more investment units at lower prices. Considering Trump's policy intentions, it is currently advisable to observe and gradually increase investments at the right time.