隨著關稅政策疑慮逐步退去、科技公司財報強勁，加上美國聯準會降息可期，市場對經濟增長前景信心增加，加上AI科技浪潮與強勁需求帶動下，相關科技股票投資正向可期。
全球科技大廠上調2025資本支出，Google及Meta*等科技巨擘更是正向看待2026年資本支出金額，財報樂觀更擴大對於AI加碼投入。受惠於晶片與規格升級，AI加速器的總市場規模預計在2025及2026年會大幅成長，可望驅動全球科技股未來表現。(*無任何推薦投資標的之意圖，市場有潛在風險，過去績效不代表未來之績效表現。投資人申購本基金係持有基金受益憑證，而非本文提及之投資資產或標的)
此外，美國頒布AI行動法案，設定三大目標，包括1. 加速AI創新 2. 建造美國AI基礎設施 3. 國際人工智慧外交與安全領域的領導者。潛在受惠產業擴及雲端與超級資料中心、GPU/AI晶片、先進製造與封裝、電力與能源基建。
基金佈局 靈活掌握全球科技主流
基金具備三大特色，包括：
- 布局五大AI主題，橫跨各科技主題，趨勢轉換盡在掌握之中，有機會跟上較強勁的主題。
- 彎腰撿鑽石：選股不只看本益比，重視企業成長與獲利潛力，挖掘被低估的股票。
- 高信念投資：聚焦大型優質股，檔數控制30~60檔，關注企業的基本面與成長動能。
本基金布局美國為主的全球科技產業，投資組合以大型優質股為投資主軸，透過主動操作的優勢，不僅是只看估值，更看重企業的盈利成長的長期潛力，專注於發現有護城河、可長線維持競爭力，並且有長期獲利動能之公司標的。
建議投資人選擇「瀚亞投資-全球科技股票基金A美元」，一次抓住全球科技產業多元的成長機會。
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