NH-Amundi Adjusts HANARO Global AI Active ETF Portfolio
NH-Amundi Asset Management has rebalanced its HANARO Global Physical AI Active ETF by reducing the weight of China to 18% and significantly increasing the AI infrastructure allocation to over 40%. This adjustment is a response to the varying stock performance seen among AI-related companies based on their financial outcomes.
New companies added to the portfolio include Astera Labs, Lumentum, and Nebius, all involved in data collection and processing technologies. By integrating these companies, NH-Amundi aims to create a more stable yet high-return potential AI infrastructure foundation by enhancing its existing stock portfolio.
Additionally, NH-Amundi is distributing a physical AI investment guidebook to investors to improve understanding of the sector, thus assisting investors in better adapting to changes within the AI industry.
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“Profitability is Important for AI Companies too”...NH-Amundi Asset Management Executes Rebalancing of 'HANARO Global Physical AI Active ETF' - Hans Economy[Hans Economy=Reporter Choi Cheon-wook] Recently, AI-related stocks have shown differing price trends depending on their performance outlook. This is interpreted as investors placing more emphasis on profitability over growth potential when it comes to AI companies. In this context, NH-Amundi Asset Management has undertaken rebalancing of the 'HANARO Global Physical AI Active ETF' based on corporate performance outlook. According to NH-Amundi Asset Management on the 16th, the 'HANARO Global Physical AI Active ETF' has reduced its Chinese weight by 10% points compared to the listing date (April 22), reflecting the market situation as of the 11th.
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NH-Amundi, Rebalances Global Physical AI Active ETF...Reduces China Weight - NewsPim[Seoul=NewsPim] Reporter Kim Yeon-soon = NH-Amundi Asset Management (CEO Gil Jeong-seop) announced that it has rebalanced the portfolio of the HANARO Global Physical AI Active ETF based on corporate performance forecasts. According to Koscom ETF Check, as of the 12th, the HANARO Global Physical AI Active
NH-Amundi Rebalances Physical AI ETF: Decrease in China Allocation, Increase in AI Infrastructure - Money TodayNH-Amundi Asset Management announced on the 16th that it has more than doubled the AI (Artificial Intelligence) infrastructure allocation while reducing China's allocation in the HANARO Global Physical AI Active ETF (Exchange Traded Fund). As a result of this rebalancing, the China allocation was reduced by 10 percentage points compared to April 22, the listing date, dropping it to around 18% as of the 11th. Additionally, the AI infrastructure allocation increased from the previous 17% to 40%...