Korean ETF Market: Outperformance of Nuclear, Construction, and AI/Quantum Computing ETFs
This year, the Korean ETF market is seeing standout returns from nuclear energy and construction-themed ETFs. The TIGER Korea Nuclear ETF delivered a remarkable 138.85% return, driven by rising electricity demand from data centers and AI infrastructure, as well as heightened energy security concerns stemming from geopolitical tensions. Construction ETFs also performed strongly, averaging 115.96% in returns, benefiting from increased attention to energy supply stability and nuclear development amid the Middle East conflict. Analysts expect further upside for nuclear and construction-related stocks, especially as expectations grow for overseas orders from major Korean companies.
Recently, the investment momentum around AI has expanded into quantum computing, propelling related ETFs to leading positions in weekly returns. ETFs such as 'SOL US Quantum Computing Top 10' and 'PLUS K-Defense Component' achieved 24.66% and 26.26% weekly gains respectively, fueled by the launch of Nvidia's new AI model and heightened global security concerns. While inflows into AI, quantum computing, and stable dividend or U.S. index ETFs remain robust, sectors like defense and oil turned weaker due to eased geopolitical tensions, highlighting sectoral divergences.
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Amid Global Security Crisis... Defense Industry 'Skyrocketing' - Korea EconomyAmid Global Security Crisis... Defense Industry Skyrocketing, Weekly ETF Return PLUS K Defense 1st 1-Week Return Over 26%, SOL US Quantum 23%↑
Nvidia 'Icing' Causes Quantum Computing ETF to Soar 25% [ETFSquare] - Financial NewsLast week, the domestic exchange-traded fund market saw AI momentum spread to the quantum computing sector, placing related thematic ETFs at the top of the earnings leaderboard. Following that, 'KoAct Global Quantum Computing Active' and 'PLUS US Quantum Computing TOP10' ranked second and third, respectively. 'KIWOOM US Quantum Computing' also ranked fifth...
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Increasing AI Power Demand with Energy Security Issues Due to War... This Year's Top ETF Performer is Not Semiconductors, but Nuclear Power - Chosun IlboAs AI power demand continues to grow along with energy security issues due to war, nuclear power ETFs are taking top ranks in this year's returns in the domestic ETF market, not semiconductors. This is due to the surging electricity demands of AI infrastructure like data centers.
"Top Performer, It's Not Semiconductors"...The ETF That Soared 116% This Year - E-DailyAmong the ETFs listed in Korea, the sector that showed the highest return this year was 'construction'. The stock price trend of the KODEX Construction ETF this year. (Photo=ETF Check) According to Koscom ETF Check on the 19th, as of the 17th, the construction ETF listed on the domestic stock market...
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