Performance Analysis of Semiconductor and Humanoid AI Themed ETFs
Recently, semiconductor-themed Exchange Traded Funds (ETFs) have been performing well, drawing significant attention. Notably, the 'ACE AI Semiconductor Focus' ETF recorded a remarkable 27.1% return in the past month. This success was driven by the strong performance of large domestic semiconductor stocks and expectations for China's technological independence. In contrast, U.S. semiconductor ETFs showed poor performance, struggling due to weak stock prices of major holdings.
Investors are turning their attention to humanoid and physical AI-related ETFs amid growing fatigue over semiconductors. At CES 2026, humanoids gained attention, leading to significant net purchases of related ETFs. According to DS Investment Securities, this sector has potential for medium-term market expansion, albeit remains in its early stages.
Hanwha Asset Management has identified 'physical AI' technology as a promising investment opportunity, offering the 'PLUS Global Humanoid Robot Active' and 'PLUS U.S. Robotaxi' ETFs. In particular, at the CES event, companies like NVIDIA and Hyundai were prominent, emphasizing physical AI as a main theme. Both ETFs invest in humanoid robots and autonomous driving companies, respectively, and have recently recorded high returns with their active management strategies.
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Individuals Flocking Towards Humanoid ETFs with Strategic Momentum Potential - SBS BizAs the fatigue over semiconductors grows, individual investors are shifting their focus to humanoids. Especially during CES 2026 held in Las Vegas, USA, humanoids attracted significant attention, leading individual investors to expand their interest from semiconductors to physical AI. During this period, individual investors heavily invested in relevant ETFs such as 'KODEX Robot Active' 3...
'Physical AI' Steals the Show at This Year's CES - Hanwha Investment Management Introduces Two Next-Gen ETFs - edaily.co.krHanwha Asset Management introduced two ETFs, 'PLUS Global Humanoid Robot Active' and 'PLUS US Robotaxi', as key investment opportunities in 'Physical AI' highlighted at '2026 CES' on the 15th. (Source: Hanwha Asset Management) The world’s largest IT and electronics exhibition, 'CES', features tech companies from various countries ...
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