Trends in AI and Semiconductor Markets: An Analysis of ETF Investment Flows
Recently, retail investors have focused on AI-related ETFs, actively purchasing these products within pension accounts. According to Mirae Asset Securities, the 'TIMEFOLIO Global AI Artificial Intelligence Active' ETF emerged as the most net-bought ETF among individual investors. Meanwhile, the 'TIGER USA Philadelphia Semiconductor Nasdaq' ETF was the top net-sold product, indicating a shifting focus from hardware to software reflecting the technological advancements in AI.
Shinhan Asset Management's 'SOL AI Semiconductor Component ETF' has achieved significant performance by concentrating investments in 20 major domestic materials, part, and equipment companies, excluding SK Hynix and Samsung Electronics. Since the beginning of the year, this ETF recorded a performance rate of 56.9%, driven by positive stock trends from contributors like Isupetasys. Samsung's investment in international foundries and expansion of domestic production facilities also catalyzes optimistic outlooks for domestic component companies, influencing their stock prices positively.
These investment trends highlight how the AI and semiconductor industries are increasingly intertwined in their development. Retail investors are sensitive to technological shifts prompted by the rise of AI software and are adjusting their investment strategies accordingly, reflecting a response to the evolving importance of advanced technology sectors.
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