AI-Themed ETFs: From Productivity Revolution to Innovative Enterprises, Strategies Diversify
NH-Amundi Asset Management is investing in the early stages of a productivity revolution by focusing on so-called 'Physical AI,' and reports an impressive annual return of 131.78% through its 'HANARO Global Physical AI Active' ETF. This ETF strategically spreads investment across five promising themes: energy, optical communication infrastructure, semiconductors, AI models, and applications. The company notes that surging demand for memory chips and the rapid growth of AI data centers are driving a paradigm shift in the semiconductor sector, quite distinct from traditional cycles. To respond to these dynamics, NH-Amundi is expanding global diversification across related industries.
Meanwhile, Korean asset managers are preparing to introduce a variety of U.S. AI-themed ETFs with differentiated strategies. Mirae Asset Global Investments is focusing on an ETF built around the Google value chain, while Kiwoom Asset Management is launching a fund targeting high-beta innovative firms. With sustained rallies in leading U.S. AI names such as Nvidia and Broadcom, the investment benefits of AI are expected to extend beyond infrastructure to applications and service domains. As a result, the AI-themed ETF market is opening up new avenues for structural growth, with multiple strategies being developed in tandem.
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ETFs Riding the U.S. AI Wave... Mirae Asset Bets on Value Chain, Kiwoom on High Beta - Maeil Business NewspaperDomestic asset management companies are preparing for the listing of U.S. AI-themed ETFs one after another. They approach the U.S. AI theme in various ways, from large-cap value chains to high-beta small and mid-cap innovation stocks. According to the financial investment industry on the 24th, Mirae Asset Management is on the verge of listing TIGER Google Value Chain. It holds Google with the largest weight of about 25%, followed by Broadcom at 19%, and Lumentum, Celestica, and Ciena.
NH Amundi Asset Management Remains Steadfast Amid Plunge in ETF Trading Volume ... "Physical AI Differs from Past Grammatically"Amidst ongoing alternating optimism and bubble theories surrounding the AI (artificial intelligence) market, NH Amundi Asset Management has made a bold move betting on the long-term potential of 'Physical AI'. Unlike past semiconductor cycles, they are convinced this marks the dawn of a productivity revolution transforming the economic landscape fundamentally. In the past month, trading volumes of related ETFs have fallen by over 30%, but instead of reacting to immediate volatility, the company focuses on the organic growth of the physical value chain necessary for AI to integrate into reality, thereby solidifying its distinct path in contrast to traditional semiconductor ETFs. On the 22nd, NH Amundi Asset Management was in Seoul
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