Surge in AI-themed Stock and ETF Investment
The recent rise of the S&P 500 index, driven by artificial intelligence (AI), has attracted significant capital flows into stocks and exchange-traded funds (ETFs) both domestically and internationally. Notably, tech stocks like Nvidia and ETFs such as QQQM and VOO are drawing attention. AI-themed ETFs are considered as effective diversification tools and investing in U.S.-listed ETFs through tax-efficient accounts is recommended due to capital gains tax implications.
Bae Jae-gyu, CEO of Korea Investment Trust Management, emphasizes the importance of long-term investment strategies based on the rise of AI technology, particularly endorsing investments in the Nasdaq 100. The ACE ETF has expanded its net assets by over 20 trillion won following its rebranding over the past three years, and has achieved substantial market share through strategic investments in the global semiconductor market.
Market analysis reveals that while the S&P 500 and KOSPI indices have considerably risen, individual stock investments outside leading firms remain challenging. Consequently, investors can effectively track market returns using ETFs, with AI-themed ETFs receiving heightened interest. In the U.S. market, funds like 'VanEck Semiconductor' and 'iShares Future AI & Tech' are gaining traction, while 'KODEX U.S. Semiconductor' and 'TIGER Global AI Active' are in focus within the domestic market.
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