Taiwan stocks recently broke through the 28,400-point historical high, but the market at high levels seems to have lost its previous enthusiasm. From the perspective of capital flow, investors' enthusiasm appears to have undergone a subtle shift—those ETF products that tout high dividends have now become the most frequently traded favorites.
The near-month increase of Yuanta Taiwan High Dividend ETF (00919) reached 2.33%, not only leading the market but also maintaining an estimated annualized dividend yield of over 10% for 11 consecutive quarters, making it a preferred choice for many investors. What does this phenomenon imply? When the market is at a high point and AI concept stocks are no longer cheap in valuation, capital is making a rational choice—from pursuing growth for excitement to seeking stable cash flow for security.
AI Investment Skepticism: Insights from the US Stock ETF Competition
In the international market, discussions about what constitutes a "truly quality company" serve as a mirror to the current AI investment craze.
Two ETFs