Overseas Tech, Power, Space ETFs See Record Investor Numbers

Overseas stock ETFs centered on technology, power, and space are booming, attracting a record number of investors this year. Data shows nine overseas equity ETFs have reached historical highs in beneficiary numbers, with significant inflows into technology, power, and space-themed funds.

Specifically, passive ETFs like the Fubon NASDAQ (00662) and Shin Kong US Power (009805) have each gained over 20,000 new beneficiaries year-to-date. Other popular choices include the Cathay Taiwan-Korea Technology (00735) and First Bank Space Satellite (00910), which have also attracted substantial investor interest.

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AI red envelopes will be seen after 2028, driving continued growth in AI infrastructure and chip stocks.

The surge is fueled by the continued excitement around Artificial Intelligence (AI), which has propelled US stocks higher. Beyond traditional tech stocks, investors are diversifying into thematic ETFs that align with AI's expanding ecosystem. This includes energy infrastructure, semiconductors, and satellite technology, reflecting a broader investment strategy to capture AI-driven growth across various sectors.

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The AI market has expanded from single large-cap tech stocks to include chip, server, network, power equipment, cooling, and data center supply chains.

Experts highlight that the AI boom's influence extends to infrastructure and energy. The US Philadelphia Semiconductor Index has reached new highs, with the US power and infrastructure index also showing strong performance. This indicates a market shift where AI's impact is spreading from large tech companies to chip manufacturers, server providers, network equipment, power utilities, and data centers.

Looking ahead, the demand for US power infrastructure is expected to grow significantly. Factors such as extreme weather conditions, the expansion of AI industries, increased grid investments, and the potential return of traditional fuel power generation are projected to boost the sector. This outlook benefits companies involved in power distribution, grid equipment, and energy infrastructure, potentially driving further investment in related stocks and emerging AI-powered energy themes.

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The US power grid investment will increase, traditional fuel power generation will return, and there will be opportunities in backup and energy storage.