Expansion of AI Theme ETF Investments: Focus on Innovation and Optical Communication Sector
Hanwha Asset Management's 'PLUS KOSDAQ150 Active ETF' focuses on investing in innovative growth stocks, particularly those related to the AI theme, with a significant emphasis on semiconductor and energy sectors. Manager Eun Ki-hwan highlighted that the ongoing growth of AI is driving transformation in the KOSDAQ market. The fund pursues a strategy of diversified investment across industries expected to see long-term growth, aiming to build a portfolio resilient to market volatility. This approach is gaining attention as investors increasingly seek opportunities in innovative and future-oriented growth sectors.
Meanwhile, Samsung Asset Management announced the launch of the theme-specific ETF, 'KODEX US AI Optical Communication Network ETF,' which will be listed on the 31st. This ETF targets leading global companies in the optical communication industry, such as Lumentum and Coherent, considered critical to resolving current AI bottlenecks in US and domestic markets. Both companies have recently been included in the S&P 500 index, strengthening their industry position. The new listing will provide domestic investors with broader access to the global optical communication sector's growth potential.
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