Nvidia's Market Rally Pushes AI-Themed ETFs Rise To $6.88B, Report Reveals: 'Investors Are Still Sorting Through The Possibilities'
Nvidia's Market Rally Pushes AI-Themed ETFs Rise To $6.88B, Report Reveals: 'Investors Are Still Sorting Through The Possibilities'
The artificial intelligence (AI) sector is experiencing an investment boom, particularly in AI-themed ETFs, driven by the strong market performance of companies such as Nvidia Corp (NASDAQ:NVDA).
在英偉達公司（納斯達克股票代碼：NVDA）等公司的強勁市場表現的推動下，人工智能（AI）行業正在經歷投資熱潮，尤其是以人工智能爲主題的ETF。
What Happened: The total value of AI-themed ETFs traded in the U.S. has risen to $6.88 billion as of February end, a significant increase from $2.55 billion a year ago, according to Morningstar data, Reuters reported on Tuesday. These funds encompass everything from top AI performers to more specialized themes such as robotics and sound generation.
發生了什麼：路透社週二報道，晨星的數據顯示，截至2月底，在美國交易的人工智能主題ETF的總價值已增至68.8億美元，較去年同期的25.5億美元大幅增加。這些基金涵蓋了從最優秀的人工智能表現者到更專業的主題（例如機器人和聲音生成）的所有方面。
Will Rhind, CEO of GraniteShares, noted that investors are still exploring the potential of this emerging category.
GraniteShares首席執行官威爾·林德指出，投資者仍在探索這一新興類別的潛力。
"It's still so early in the evolution of this category ... that investors are still sorting through the possibilities,"
“該類別的發展還爲時過早... 投資者仍在整理可能性，”
The current enthusiasm for AI funds is reminiscent of previous investor interest in transformative technologies like dot-com stocks and electric vehicles.
當前對人工智能基金的熱情讓人想起以前的投資者對互聯網股票和電動汽車等變革性技術的興趣。
Despite the historical trend of stock price declines following market booms, investors are currently showing strong interest in AI. Nvidia, known for its high-quality AI chips, remains a major focus.
儘管市場繁榮後股價出現下跌的歷史趨勢，但投資者目前對人工智能表現出濃厚的興趣。以其高質量的人工智能芯片而聞名的英偉達仍然是主要關注點。
The GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) which aims to deliver twice the daily return of Nvidia's shares, saw its assets double to $2 billion earlier this month, following an approximately 80% increase in Nvidia's shares this year. This came after the company's shares tripled in 2023.
GraniteShares的2倍多頭NVDA每日ETF（納斯達克股票代碼：NVDL）旨在實現英偉達股票每日回報率的兩倍，繼今年英偉達股價上漲約80％之後，本月早些時候，其資產翻了一番，達到20億美元。這是在該公司的股價在2023年增長了三倍之後發生的。
Smaller ETFs have also experienced growth, with assets in the Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) tripling to about $20 million from $7.5 million earlier this month.
小型ETF也經歷了增長，主題生成人工智能ETF（納斯達克股票代碼：WISE）的資產從本月早些時候的750萬美元增長了三倍，達到約2000萬美元。
Seven of the 18 diversified AI-related ETFs tracked by Morningstar have launched within the last three years. These funds have collectively seen inflows of $2.68 billion in the last 12 months, nearly double the inflows into global real estate ETFs.
晨星追蹤的18只多元化人工智能相關ETF中有7只是在過去三年內推出的。在過去的12個月中，這些基金共流入了26.8億美元，幾乎是全球房地產ETF流入量的兩倍。
Why It Matters: Nvidia's recent unveiling of the Blackwell B200, despite causing a slight dip in its stock, led to a surge in the stocks of companies mentioned during the presentation. This includes engineering software companies like Synopsys Inc (SNPS), Cadence Design Systems Inc (CDNS), and ANSYS Inc (ANSS), which are set to use the new Blackwell-based processors for AI enhancements in their products.
爲何重要：英偉達最近推出的Blackwell B200，儘管導致其股票略有下跌，但仍導致演講中提到的公司的股票激增。這包括新思科技公司（SNPS）、Cadence Design Systems Inc（CDNS）和ANSYS Inc（ANSS）等工程軟件公司，它們將在其產品中使用基於布萊克韋爾的新處理器來增強人工智能。
KeyBanc Capital Markets analyst John Vinh praised the new announcements, while Future Fund Managing Partner Gary Black described it as a "classic sell the news" scenario.
KeyBanc資本市場分析師約翰·榮對新公告表示讚賞，而未來基金管理合夥人加里·布萊克則將其描述爲 “經典的賣出新聞” 情景。
Image via Shutterstock
圖片來自 Shutterstock
譯文內容由第三人軟體翻譯。