After the ChatGPT craze in early 23, the AI

[Imagining asset strategy] The waves of AI are flooding in

Market bell & ETF/ Hwang Jun-ho 02-3779-3186

- After the ChatGPT craze in early 23, the AI theme that led the rise of the U.S. stock market, led by Nvidia, once again from the end of 23 → Investors and companies continue to pay attention

- Current status of AI industry: ① Advancement represented by multimodal AI, ② Combining with other industries, ③ Monetization through platform + subscription, ④ Increasing need for AI semiconductors, ⑤ AI that optimizes and opens up, etc

- AI-Related Corporate Trends: Nvidia And OpenAI-Microsoft Alliance Lead, But Trends May Change Based On Large-Scale Investments By Other Companies

- Current AI limitations: Fake information issues, cybercrime concerns, copyright issues, and excessive cost issues

- Concerns about AI-themed overestimation remain, but stock prices are driven mainly by big techs that have proven to improve their performance → Relatively solid valuation compared to past dot-com bubbles

- The growth of the AI industry will continue through the combination of AI-related S/W, infrastructure, and hardware as well as related technologies/industries. However, whether or not productivity is actually improved is a variable

- AI Theme-Related ETFs: In addition to AI-themed ETFs, Cybersecurity, Power Machinery, Data Center, Nuclear Power Theme Attention

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* Sangsang Certification Authority Investment Strategy Team Channel: https://t.me/ssi_macro

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