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半導體股上漲;韓國政局意外【CSOP亞太權益概覽】

東亞
• 摩根士丹利預測 Sea Ltd 的盈利能力將持續到 2025 年,這得益於 Shopee 在東盟電子商務領域的主導地位以及五年內 EBITDA CAGR 約 30% 的潛力。
• 高盛在月度更新中將臺達電子 (Delta Electronics) 添加到其亞太地區堅定買入股票名單中。
$CSOP LOW CARBON US$ (LCU.SG)$ 】年至今收益: +16.04%
• 拜登政府對中國技術出口實施了更新但不如預期嚴格的限制,包括台積電在內的亞洲半導體股上漲。
• 昨晚,韓國總統尹錫烈意外宣佈戒嚴並隨後撤回戒嚴令,令全球市場措手不及。
中國
$CSOP STAR&CHINEXT50 SGD (SCY.SG)$ 】年至今收益: +13.52%【 $CSOP DIV ETF S$ (SHD.SG)$ 】年至今收益: +10.07%
• 11月,央行通過逆回購向貨幣市場注入8000億元,在國債加速發行的情況下幫助填補流動性。
• 最新官方製造業PMI高於預期,工廠活動繼續擴大。
• 從2025年1月開始,中國人民銀行將把個人活期存款納入M1統計口徑。
• 中國人民銀行行長潘功勝表示,明年將繼續堅持支持性的貨幣政策立場和政策取向。
• 中國半導體行業協會報告稱,美國對中國芯片的限制擾亂了供應鏈並損害了其可靠性,導致中芯國際等中國芯片股上漲。
• 與此同時,中國國家藥品監督管理局(NMPA)批准了深圳邁瑞生物醫療電子公司的創新超聲診斷系統,這是中國首個結合超聲和光聲成像技術的系統。
美國
• 唐納德·特朗普總統警告金磚國家不要創建新貨幣或支持另一種貨幣在全球貿易中取代美元,並威脅稱,如果金磚國家不遵守規定,將對其商品徵收 100% 的關稅。
• 標普 500 指數今年創下歷史新高。
資料來源:CSOP 和Bloomberg,截至 20241203
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The investment product(s), as mentioned in this document, is/are registered under section 286 of the Securities and Futures Act (Cap. 289) of Singapore (the 「SFA」). This material and the information contained in this material shall not be regarded as an offer or solicitation of business in any jurisdiction to any person to whom it is unlawful to offer or solicit business in such jurisdictions.
CSOP Asset Management Pte. Ltd. (「CSOP」) which prepared this document believes that information in this document is based upon sources that are believed to be accurate, complete, and reliable. However, CSOP does not warrant the accuracy and completeness of the information and shall not be liable to the recipient or controlling shareholders of the recipient resulting from its use. CSOP is under no obligation to keep the information up to date. The provision of this document shall not be deemed as constituting any offer, acceptance, or promise of any further contract or amendment to any contract. The information herein shall not be disclosed, used, or disseminated, in whole or part, and shall not be reproduced, copied, or made available to others without the written consent of CSOP.
Advice should be sought from a financial adviser regarding the suitability of the investment and/or investment product before making an investment. Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not necessarily indicative of future performance. Investor should read the prospectus and product highlights sheet, which can be obtained on CSOP website or authorized participating dealers, before deciding whether to invest. This document has not been reviewed by the Monetary Authority of Singapore.
Index Provider Disclaimer
LCU
The CSOP CGS-CIMB FTSE Asia Pacific Low Carbon ETF (the 「ETF」) has been developed solely by CSOP Asset Management Pte. Ltd. The ETF is not in any way connected to or sponsored, endorsed, sold, or promoted by the London Stock Exchange Group plc and its group undertakings (collectively, the 「LSE Group」). FTSE Russell is a trading name of certain of the LSE Group companies. All rights in the FTSE Asia Pacific Low Carbon Select Index (the 「Index」) vest in the relevant LSE Group company which owns the Index. FTSE® is a trademark of the relevant LSE Group company and is used by any other LSE Group company under license.  The Index is calculated by or on behalf of FTSE International Limited or its affiliate, agent, or partner. The LSE Group does not accept any liability whatsoever to any person arising out of (a) the use of reliance on or any error in the Index or (b) investment in or operation of the ETF. The LSE Group makes no claim, prediction, warranty, or representation either as to the results to be obtained from the ETF or the suitability of the Index for the purpose to which it is being put by CSOP Asset Management Pte. Ltd.
SCY
The Index Provider of the Underlying Fund is China Securities Index Co., Ltd. (「CSIC」). The Index Provider is not related to the Underlying Fund Manager. An index licensing agreement was signed between CSIC and the Underlying Fund Manager. CSIC has authorized the Underlying Fund Manager to use the CSI STAR & CHINEXT 50 Index for various purposes as stated in and subject to the conditions of the index licensing agreement entered into between CSIC and the Underlying Fund Manager, including using the CSI STAR & CHINEXT 50 Index as the performance benchmark for the Underlying Fund. The Underlying Fund is not in any way sponsored, endorsed, sold, or promoted by CSIC and CSIC makes no warranty or representation whatsoever, expressly, or impliedly, either as to the results to be obtained from the use of the CSI STAR & CHINEXT 50 Index and/or the figure at which the CSI STAR & CHINEXT 50 Index stands at any particular time on any particular day or otherwise. The CSI STAR & CHINEXT 50 Index is administered, calculated, and published by CSIC. CSIC shall not be liable (whether in negligence or otherwise) to any person for any error in the Underlying Fund and the CSI STAR & CHINEXT 50 Index and shall not be under any obligation to advise any person of any error therein.
SQQ/SQU
The CSOP iEdge Southeast Asia+ TECH Index ETF is not in any way sponsored, endorsed, sold, or promoted by Singapore Exchange Limited and/or its affiliates (collectively, 「SGX」) and SGX makes no warranty or representation whatsoever, expressly or impliedly, either as to the results to be obtained from the use of the Index and/or the figure at which the Index stand at any particular time on any particular day or otherwise. The Index is administered, calculated, and published by SGX. SGX shall not be liable (whether in negligence or otherwise) to any person for any error in the CSOP iEdge Southeast Asia+ TECH Index ETF and the Index and shall not be under any obligation to advise any person of any error therein. 「SGX」 is a trademark of SGX and is used by the Manager under license. All intellectual property rights in the Index vest in SGX.
SHD
All rights in the SSE Dividend Index (「Index」) vest in China Securities Index Company (「CSI」). CSI does not make any warranties, express or implied, regarding the accuracy or completeness of any data related to the Index. CSI is not liable to any person for any error of the Index (whether due to negligence or otherwise), nor shall it be under any obligation to advise any person of any error therein. The Product based on the Index is in no way sponsored, endorsed, sold or promoted by CSI and CSI shall not have any liability with respect thereto.
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