Global X's investment chief, Jon Maier, reflects on the investment landscape for 2024, which is shaping up to be particularly interesting, thanks to AI-related stocks, cloud computing, cybersecurity, emerging markets, and small caps for potential growth.
What Happened: Maier, who is associated with the $48 billion award-winning AI exchange-traded fund (ETF) provider Global X, has identified several promising sectors for investors in 2024, reported Business Insider.
Among them, AI-related stocks, including Nvidia (NASDAQ:NVDA), cloud computing, and cybersecurity, stand out as "naturals that fit together."
Maier suggests investors consider the Global X Cloud Computing ETF (NASDAQ:CLOU) and the Global X Cybersecurity ETF (NASDAQ:BUG), or alternatives such as the First Trust Cloud Computing ETF (NASDAQ:SKYY) and the iShares Cybersecurity and Tech ETF (NYSE:IHAK).
See Also: Shibu Inu Is At The Brink Of All-Time Highs, Will It Roar? When Analysts Expect A Historic Pop
He also sees value in small caps due to their attractive valuations and seasonal trends, recommending ETFs like the Vanguard Small-Cap ETF (NYSE:VB) and the iShares Core S&P Small-Cap ETF (NYSE:IJR).
Maier also mentioned covered-call products, including Global X's S&P 500 Covered Call ETF (NYSE:XYLD) and Nasdaq 100 Covered Call ETF (NASDAQ:QYLD). He added that they are a top idea if markets appear range-bound next year.
Moreover, Maier perceives potential in emerging markets, particularly India, due to its demographic changes and appeal to foreign investments.
Why It Matters: This surge in AI-focused ETFs comes amid increased attention on AI in the financial sector. SEC Chairman Gary Gensler has recently warned companies to refrain from overstating their AI capabilities. While companies explore potential growth opportunities with AI, the SEC is closely monitoring them to ensure transparency.
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Global X的投資主管喬恩·邁爾回顧了2024年的投資格局，這一格局將變得特別有趣，這要歸功於人工智能相關股票、雲計算、網絡安全、新興市場和小盤股的潛在增長。
發生了什麼：據《商業內幕》報道，與480億美元屢獲殊榮的人工智能交易所交易基金（ETF）提供商Global X有聯繫的邁爾在2024年爲投資者確定了幾個有前途的行業。
其中，包括英偉達（納斯達克股票代碼：NVDA）、雲計算和網絡安全在內的人工智能相關股票以 “合二爲一的自然股票” 脫穎而出。
邁爾建議投資者考慮環球X雲計算ETF（納斯達克股票代碼：CLOU）和Global X網絡安全ETF（納斯達克股票代碼：BUG），或諸如第一信託雲計算ETF（納斯達克股票代碼：SKYY）和iShares網絡安全與科技ETF（紐約證券交易所代碼：IHAK）之類的替代方案。
另見：Shibu Inu 正處於歷史新高的邊緣，它會咆哮嗎？當分析師預計將出現歷史性波動時
他還認爲小盤股的價值，因爲它們具有吸引力的估值和季節性趨勢，他推薦了Vanguard Small-Cap ETF（紐約證券交易所代碼：VB）和iShares Core標準普爾小型股ETF（紐約證券交易所代碼：IJR）等ETF。
邁爾還提到了封存看漲產品，包括Global X的標準普爾500指數封存看漲ETF（紐約證券交易所代碼：XYLD）和納斯達克100指數封面看漲ETF（納斯達克股票代碼：QYLD）。他補充說，如果明年市場出現區間波動，這是個好主意。
此外，由於人口結構的變化和對外國投資的吸引力，邁爾看到了新興市場，尤其是印度的潛力。
爲何重要：以人工智能爲重點的ETF的激增是在金融領域對人工智能的關注日益增加之際發生的。美國證券交易委員會主席加里·根斯勒最近警告各公司不要誇大其人工智能能力。在各公司利用人工智能探索潛在增長機會的同時，美國證券交易委員會正在密切關注這些機會以確保透明度。
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