ETF Market in 2024: Focus on New Energy and Artificial Intelligence
In 2024, the US thematic ETF (Exchange Traded Open Index Fund) market continued to develop rapidly, especially in innovative fields such as new energy and artificial intelligence. The following is an analysis of the investment trends of two major thematic ETFs:
The Rise of New Energy ETFs
With global attention to climate change and strong policy support for clean energy, new energy ETFs continue to be favored by investors in 2024.
Clean Energy Transformation: New energy industries including solar, wind, electric vehicles and energy storage technologies continue to attract a lot of funds. Policy support (such as the US Inflation Reduction Act) has accelerated the deployment of renewable energy and promoted the growth of ETFs related to these fields.
Electric Vehicle and Lithium Battery ETF: The rapid popularization of electric vehicles, especially the market boom driven by companies such as Tesla and Rivian, has made investors show great interest in lithium battery-related ETFs.
Carbon Neutral and Environmental Protection ETF: ETFs around carbon neutrality goals are becoming popular, and investors are paying attention to companies that focus on reducing their carbon footprint.
The outbreak of artificial intelligence ETFs
Artificial intelligence (AI) technology continues to drive changes in the investment market in 2024, and related ETFs have grown significantly.
Generative AI and Big Data: With the widespread application of generative AI (such as ChatGPT, etc.), investors are paying attention to companies that focus on AI technology. ETFs that track semiconductors, cloud computing, and data processing have become investment hotspots.
Automation and Robotics: The application of artificial intelligence is not limited to the software field, and automation and robotics ETFs have also emerged in 2024. This type of ETF focuses on companies that promote production efficiency and automation technology.
AI-driven healthcare ETF: The application of artificial intelligence in the medical field, such as precision medicine and AI diagnosis, has also driven the growth of related ETFs.
Diversification of cross-theme ETFs
Many investors have also begun to seek cross-theme ETFs that combine new energy, AI, and other future trend technologies.
AI combined with clean energy: Some ETFs combine AI technology with new energy industries, such as optimizing energy efficiency or promoting the development of smart grids through AI.
Sustainable Technology ETF: Focusing on sustainable technology companies, especially at the intersection of climate technology and AI innovation, is gradually becoming a new trend in the ETF market.