Stock Market Impact: AI‑selected global equities generated massive returns in May, with the rally extending from US tech to Asian and European AI‑linked stocks, indicating strong investor appetite for AI and semiconductor exposure.
Listed Companies and Sectors: Top performers included SK Networks (+105.62% May, +116.31% since April), LG CNS (+34.92% May, +47.39% since April), MediaTek (+63.41% May, +191.13% since April), E Ink (+70.91% May), Lenovo (+67.55% May, >+100.92% since Dec), Freni Brembo (+50.51% May), Infineon (+34.31% May, +84.40% since selection), Megaport (+64.43% May), Yubico (+47.49% May), ASE Industrial (+112.90% after entry at NT$224.50, later rotated out). Sectors represented: infrastructure, electronics, hardware, industrial, automotive, communications, cybersecurity.
Investment Flows: The AI portfolio attracted investors paying less than $9 per month, suggesting high retail interest; institutional money also flowing into AI‑linked hardware and infrastructure globally.
Interest Rates, Inflation, Liquidity: No direct references to monetary policy, rates, or inflation in the article.
Fiscal or Monetary Policy: No fiscal or monetary measures mentioned.
