摘要
瀚亞投信 9 月 23 日起將募集【瀚亞亞洲科技資本家股票基金】，推出 A 累積及 SA 累積後收級別，著眼亞洲科技產業供應鏈發展潛力及企業獲利，透過亞洲各地研究團隊精選個股，加上首發「資本家策略」，讓投資人透過基金方式參與新股上市、現金增資等機會，掌握亞洲科技投資最大效益。
全球科技轉向 AI 人工智慧、雲端、電動化等新世代，以美國為首的科技股漲勢近年吸引全球資金流入，瀚亞亞洲科技資本家股票基金擬任經理人林元平認為，美股評價不便宜，下一個投資亮點將由亞洲科技扮演承先啟後的關鍵地位。
林元平指出，亞洲科技的獨特性和不可或缺，比一般投資人想像的更廣泛、更多元，接下來資金有機會轉進亞洲科技股，原因有五大優勢，包括：
1. 亞洲有完善的供應鏈，形成科技一條龍2. 亞洲科技成長性高於全球
3. 企業訂單及獲利能見度高
4. 科技獨角獸多集中在亞洲
5. 具備人口與工程師雙重紅利
舉例來說，以 AI 產業創新及應用，現在才剛處於初始階段，而美國主要領頭 AI 發展，但包括半導體、晶片、DRAM、精密封測/散熱、零組件等重要科技供應鏈卻都集中亞洲地區，也將是未來科技發展的新戰場。
瀚亞投信首發 集結在地精選股與資本家策略
瀚亞亞洲科技資本家股票基金由瀚亞投信首度募集發行，結合瀚亞投資資亞洲各國跨區團隊協力，萃取出各國最佳個股名單，國家包括台灣、韓國、日本、中國、印度、香港及東協六國等，佔新基金投資比重至少 70% 以上；另外，首度推出「資本家策略」，透過新股上市、現金增資，獲取超額報酬的投資機會，投資比重佔比 0~30%。
本基金資本家策略中運用工具包括：新股上市、配股集資、現金增資等新三箭。以一般投資人較難參與的新股上市認購為例，瀚亞投資的跨國團隊過去曾參與亞洲（中國／印度／菲律賓／新加坡／馬來西亞）各國新股經歷，統計其新股上市後 1、2、3 個月絕對報酬率，平均高於六至七成。主因源於母公司保誠人壽豐富的參與經驗，瀚亞投資更長期審視優質新股上市，抓住參與新股上市和配股集資的案源，有機會拿到法人機構般的投資機遇。
基金小檔案本基金由瀚亞投信擬任經理人林元平操作，現為 瀚亞美國高科技基金經理人，投資操作經驗豐富且短中長期績效有目共睹；基金擬於 2024/9/23 起募集，提供新台幣、美元、人民幣等幣別選擇，亦提供 A 累積級別與 SA 累積後收集別，由永豐銀行擔任保管銀行。 【請詳閱 本基金公開說明書】
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