EUV 是获取芯片与设备供应链敞口的优质低成本工具:主动管理,年费率不高于 0.35%,台积电和 ASML 合计占基金 20% 以上。该基金 5 月开始交易,6 月见顶,目前价格较推出时低约 20%。
逐段跳播
第二种最大化收益的方式是使用 EUV ETF。这个基金以 ASML 机器制造最新电子芯片时使用的强紫外线命名。
Well, the second way to maximize your benefit is to use an EUV ETF. This box was named after the intense ultraviolet light that ASML machines used to manufacture the latest electronic chips.
该基金基于光供应链的一部分。因此,TSMC 和 ASML 的股票占该基金价值的20%以上,其前十大投资包括 Applied Materials、Lam Research、KLA、Lumentum、Corning、Marvell、Ciena 和 Coherent 等公司。
The fund is based on a part of the light supply chain . Therefore, TSMC and ASML shares make up more than 20% of the fund's value, and its top 10 investments include companies such as Applied Materials, Lam Research, KLA, Lumentum, Corning, Marvell, Ciena, and Coherent.
我在本频道几乎覆盖了所有这些公司,因为它们处于 AI 供应链的起点,从电子芯片开始,经过制造芯片的机器,一直到连接它们的光学元件。
I cover almost all of these companies on this channel because they are at the beginning of the AI supply chain , starting with the electronic chips, through the machines that manufacture them, and down to the optical components that connect them.
EUV 基金采用主动管理,但其年费不超过0.35%,低于当今大多数常见主动管理基金的费用。该基金于5月开始交易,6月见顶,现在比推出时便宜约20%。
The EUV fund is actively managed, but its annual fees do not exceed 0.35%, which is lower than the fees of most actively managed funds common today. Trading in the fund began in May , peaked in June , and it is now about 20 % cheaper than it was at launch.
例如,SMH 基金与 EUV 和 Chat 基金的重叠度均约为30%。而 EUV 基金配置20%,因为它是投资芯片和机器制造商(如 TSMC、ASML 和 Applied Materials)的另一个绝佳选择。
For example, the SMH box overlaps with both the EUV and Chat boxes by approximately 30%. While the EUV fund allocates 20% because it is another excellent option for investing in chip and machinery manufacturers, such as TSMC, ASML and Applied Materials.