Latest Trends in Hydrogen and Robotics Industry ETFs
With the surge in power demand from AI data centers, major U.S. tech companies are focusing on onsite power generation using hydrogen fuel cells and energy storage systems. Responding to this, Samsung Asset Management has launched a new ETF, 'KoAct Hydrogen Power ESS Infrastructure Active.' This fund aims to build a portfolio centered on the rapidly growing energy storage systems and hydrogen energy, with a focus on key domestic companies that can benefit from the U.S. IRA policy.
Interest in the robotics industry is rising, leading to increased capital inflows into related ETFs. This reflects expectations for structural growth in the Korean robotics industry amidst the global supply chain reorganization. As the era of physical AI dawns, the growth potential for the robotics industry is becoming even more evident, providing strategic opportunities for Korean companies. Meanwhile, All New Stock Loan is enhancing support for stock purchase funds by offering low-interest products without DSR application.
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Immediate Response to AI Power Demand… Samsung Active's First ETF this Year Focuses on Hydrogen Fuel Cells and ESSTo cope with the recent surge in power demand from AI data centers, US big tech companies have opted to bypass existing power grids and directly address the issue. As a result, rapidly installable and efficient hydrogen fuel cell and energy storage system (ESS) infrastructures are emerging as key investment themes this year.
Funds Flowing into Robot ETFs… Emerging as a Key Theme for the New Year with Physical AI ExpectationsSecurities > Securities Information News: A large influx of capital is moving into ETFs encompassing the domestic robot industry, positioning the robot theme as a key investment area for the new year. Over the past year, consistently high amounts...