AI算力狂潮不只属于芯片龙头! 跑赢99%同行的基金经理押注PCB、封装基板与封测中小盘

智通财经04-01

智通财经APP获悉，一只聚焦中国台湾股票市场人工智能(AI)算力基础设施供应链中小企业的基金，凭借不重仓英伟达、台积电与三星电子这类AI芯片超级巨头，而是押注于多元化亚洲中小市值类型AI算力供应链相关股票的投资策略，在过去一年全球科技股波动加剧的大背景下脱颖而出，斩获极度亮眼业绩。由George Hsieh管理的Nomura Taiwan High Tech Fund，过去12个月回报率达164%...

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跑赢99%同行的基金经理押注PCB、封装基板与封测中小盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-01 11:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1423808.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，一只聚焦中国台湾股票市场人工智能(AI)算力基础设施供应链中小企业的基金，凭借不重仓英伟达、台积电与三星电子这类AI芯片超级巨头，而是押注于多元化亚洲中小市值类型AI算力供应链相关股票的投资策略，在过去一年全球科技股波动加剧的大背景下脱颖而出，斩获极度亮眼业绩。由George Hsieh管理的Nomura Taiwan High Tech Fund，过去12个月回报率达164%...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1423808.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4211","symbol_name":"区域性银行","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1423808.html","article_id":"2624566478","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624566478","pubTimestamp":1775015445,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"即便在伊朗冲突爆发后，该基金今年迄今仍上涨29%，而台湾基准股指同期涨幅为9.5%。Hsieh表示，该基金通过布局AI供应链中处于不同环节的企业，有效分散了风险。基金资料显示，其前十大重仓股中，有九家企业的市值低于250亿美元，涵盖先进封装与芯片测试、印刷线路板制造、电子布与铜箔、ABF封装基板等细分领域。Hsieh表示，基金一直在积极调整对这些公司的持仓。过去五年基准之下，该股票基金累计回报率达32%，跑赢高达94%的基金经理同行们。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159665":"芯片龙头","399401":"中小盘","BK4211":"区域性银行","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","AGIX":"通用人工智能 ETF-AGIX","PCB":"PCB Bancorp"},"translate_title":"AI computing power frenzy does not only belong to chip leaders! 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