Anue Fund Sees AI Growth Intact Despite Tech Selloff
Global equities, particularly technology and semiconductor shares, have come under pressure as investors reassess whether artificial-intelligence capital spending and chip demand can justify elevated valuations. Anue Fund said the volatility reflects the higher risks that accompany fast-growing industries, but does not undermine the longer-term expansion of AI applications and the infrastructure needed to support them.
Anue Fund said in its latest assessment that investors should calibrate exposure to their risk tolerance, using technology funds for targeted participation in AI growth while adding broader U.S. equity funds to diversify sector risk. The report did not disclose the market correction’s percentage, recommended allocation weights, investment amounts or a specific publication date, leaving investors to weigh the firm’s long-term view against near-term volatility.
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The history behind this eventAI Tech Selloff Rattles Taiwan Stocks; Expert Sees Pullbacks as Buying Opportunity
The AI rally has lifted technology-stock valuations over the past two years, while profit-taking ahead of earnings reports and shifting interest-rate expectations have made the market more vulnerable to volatility. Chang Jung-jen, general manager of Anue FundSmart, said Taiwan sits at the heart of the global AI hardware supply chain, spanning semiconductor foundries, AI servers, thermal management and power supplies. As long as corporate earnings continue to grow, a short-term correction does not signal a reversal of the broader trend.
Global equities weakened in tandem on June 23, 2026, led by declines in Asian technology shares, while the Philadelphia Semiconductor Index and Nasdaq closed lower. A June 25 report said Nasdaq-100 earnings per share were still projected to grow by more than 30% over the next 12 months. Anue FundSmart recommended gradually building positions in Taiwan equity and global technology funds during bouts of volatility but did not suggest a specific investment amount.
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