AI semiconductor and bank ETFs strengthen, 2secondary battery and defense ETFs weaken
Last week, funds flowed into AI semiconductor and bank and financial products in the domestic ETF market. ACE Global AI Customized Semiconductor recorded a weekly 13.10% to rank 1th, while KODEX Consumer Discretionary and TIGER Global AI Cybersecurity ranked among the leaders. Meanwhile, SK hynix and 2secondary battery, defense, and aerospace themes weakened amid profit-taking.
![AI semiconductor and bank ETFs strengthen, 2(/blog-images/gen-79eddcb9-abe7-47c4-867d-5de536a0a9b3.png)
Last week, the domestic exchange-traded fund (ETF) market saw fund flows concentrate in undervalued value stocks, including banks and financial companies, and the artificial intelligence (AI) semiconductor value chain. Buying spread across global AI semiconductor-related products, including AI-customized semiconductors, cybersecurity, and Philadelphia semiconductors. A trend involving large technology stocks and financial stocks was observed.
According to the Korea Exchange, from 1 to 5 the weekly return 1th place was held by 'ACE Global AI Customized Semiconductor' at 13.10%. 2th place was held by 'KODEX Consumer Discretionary' at 11.38%. The ranking among the top performers reflects short-term changes in fund flows.
'TIGER Global AI Cybersecurity' was included among the weekly leaders with 10.17%. The gains in these products reflected buying focused on AI-related sectors. Fund inflows continued across related ETFs.
By contrast, single-stock SK hynix, secondary batteries, defense, and aerospace themes weakened as profit-taking and correction-related selling flooded the market. Investors were observed taking profits in these themes. As a result, related ETFs also came under downward pressure.
Lee Kyung-min, a researcher at Daishin Securities, said, "Although the burden from foreign investors' selling remains in the short term, expectations for improved earnings centered on AI and semiconductors remain valid." The researcher's remarks were intended to explain short-term supply-and-demand conditions.
This week as well, supply-and-demand flows centered on banks and AI semiconductors remain a key feature of the ETF market. Differentiated trading flows by theme continue. According to figures compiled by the Korea Exchange, AI, consumer discretionary, and cybersecurity-related products occupied the top ranks.
Sources: 파이낸셜뉴스 증권
Bullstory synthesized this report from the linked sources. AI may have assisted the writing process. Check the original reports for factual confirmation.