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Invesco Launches New ETFs Targeting AI, Cybersecurity, And Defense. Here's How Some Of Their Peers Have Performed In The Past Year

Invesco Launches New ETFs Targeting AI, Cybersecurity, And Defense. Here's How Some Of Their Peers Have Performed In The Past Year

景順推出針對人工智能、網絡安全概念和軍工股的新etf。以下是一些同行在過去一年中的表現。
Benzinga ·  11/07 20:26

Invesco has unveiled a new series of thematic exchange-traded funds (ETFs) that focus on artificial intelligence, cybersecurity, and defense sectors. These funds aim to leverage emerging trends within these industries.

景順推出了一系列新的主題交易所交易基金(ETF),這些基金專注於人工智能、網絡安全和國防領域。這些基金旨在利用這些行業的新興趨勢。

What Happened: The newly introduced ETFs, named Invesco Artificial Intelligence Enablers, Cybersecurity, and Defence Innovation Ucits, are based on benchmarks crafted by Kensho, a division of S&P Global Indices. Kensho utilizes natural language processing to pinpoint companies with significant involvement in each theme, categorizing them into "core" and "non-core" groups, Financial Times reported on Thursday.

發生了什麼:新推出的名爲景順人工智能推動者、網絡安全和國防創新Ucits的ETF基於標普全球指數旗下Kensho制定的基準。《金融時報》週四報道,Kensho利用自然語言處理來精確定位參與每個主題的公司,將其分爲 「核心」 和 「非核心」 群體。

As per Invesco, core companies generate a substantial portion of their revenue from products and services aligned with these themes, while non-core companies provide essential inputs without focusing on end products. The AI enablers strategy targets firms advancing AI technology and infrastructure, whereas the cybersecurity ETF invests in companies protecting enterprises from unauthorized electronic access. The defense fund provides exposure to companies developing advanced weapons and defensive systems

根據景順的說法,核心公司收入的很大一部分來自與這些主題相關的產品和服務,而非核心公司則在不關注最終產品的情況下提供基本投入。人工智能推動者戰略的目標是推進人工智能技術和基礎設施的公司,而網絡安全ETF則投資於保護企業免受未經授權的電子訪問的公司。國防基金爲開發先進武器和防禦系統的公司提供投資機會

Here are a few ETFs and how they fared in the past year, as per Benzinga Pro:

根據Benzinga Pro的數據,以下是一些ETF及其在過去一年的表現:

Artificial Intelligence

人工智能

  • iShares U.S. Technology ETF (NYSE:ITW) increased 45.40% over the year with holdings like Apple Inc. (NASDAQ:AAPL), Nvidia Corp. (NASDAQ:MSFT) and Microsoft Corp. (NASDAQ:MSFT).
  • Fidelity MSCI Information Technology Index ETF (NYSE:FTEC), with similar exposure, rose 43.17%.
  • First Trust Dow Jones Internet Index Fund (NYSE:FTX), which gives exposure to Meta Platforms, Inc. (NASDAQ:META), Amazon.com Inc. (NASDAQ:AMZN), Netflix, Inc. (NASDAQ:NFLX), increased 45.59%.
  • iShares美國科技ETF(紐約證券交易所代碼:ITW)同比增長45.40%,其持股量包括蘋果公司(納斯達克股票代碼:AAPL)、英偉達公司(納斯達克股票代碼:MSFT)和微軟公司(納斯達克股票代碼:MSFT)。
  • 富達摩根士丹利資本國際信息技術指數ETF(紐約證券交易所代碼:FTEC)的風險敞口相似,上漲了43.17%。
  • 向Meta Platforms, Inc.(納斯達克股票代碼:META)、亞馬遜公司(納斯達克股票代碼:AMZN)、Netflix, Inc.(納斯達克股票代碼:NFLX)敞口的第一信託道瓊斯互聯網指數基金(紐約證券交易所代碼:FTX)上漲了45.59%。

Cybersecurity

網絡安全

  • First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR) increased 38.08%. Its holdings include Cisco Systems, Inc. (NASDAQ:CSCO), CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Broadcom Inc. (NASDAQ:AVGO).
  • Amplify Cybersecurity ETF (NYSE:HACK) rose 39.57%. Along with Broadcom, and Cisco, the ETF's major holdings also include Palo Alto Networks, Inc. (NASDAQ:PANW), and General Dynamics Corporation (NYSE:GD).
  • iShares Cybersecurity & Tech ETF (NYSE:IHAK) with exposure to companies such as SentinelOne, Inc. Class A (NYSE:S), and Fortinet, Inc. (NASDAQ:FTNT), rose 33.95%.
  • 第一信託納斯達克網絡安全ETF(納斯達克股票代碼:CIBR)上漲了38.08%。其持股包括思科系統公司(納斯達克股票代碼:CSCO)、CrowdStrike Holdings, Inc.(納斯達克股票代碼:CRWD)和博通公司(納斯達克股票代碼:AVGO)。
  • Amplify 網絡安全ETF(紐約證券交易所代碼:HACK)上漲了39.57%。除博通和思科外,該ETF的主要持股還包括帕洛阿爾託網絡公司(納斯達克股票代碼:PANW)和通用動力公司(紐約證券交易所代碼:GD)。
  • 持有SentineLone, Inc. A類(紐約證券交易所代碼:S)和Fortinet, Inc.(納斯達克股票代碼:FTNT)等公司敞口的iShares網絡安全與科技ETF(紐約證券交易所代碼:IHAK)上漲了33.95%。

Defense

防禦

  • iShares US Aerospace & Defense ETF (BATS:ITA) with exposure to companies such as General Electric (NYSE:GE) and RTX Corp. (NYSE:RTX) increased 33.86%.
  • Invesco Aerospace & Defense ETF (NYSE:PPA) with exposure to companies such as Boeing Co. (NYSE:BA) and Lockheed Martin Corp (NYSE:LMT) increased by 43.05%.
  • SPDR S&P Aerospace & Defense ETF (NYSE:XAR) was up by 34.86%. It gives exposure to Axon Enterprise, Inc. (NASDAQ:AXN), L3Harris Technologies, Inc. (NYSE:LHX).
  • 向通用電氣(紐約證券交易所代碼:GE)和RTX公司(紐約證券交易所代碼:RTX)等公司敞口的iShares美國航空航天與國防ETF(BATS: ITA)增長了33.86%。
  • 景順航空航天與國防ETF(紐約證券交易所代碼:PPA),投資于波音公司等公司紐約證券交易所代碼:BA)和洛克希德·馬丁公司(紐約證券交易所代碼:LMT)上漲了43.05%。
  • SPDR標普航空航天與國防ETF(紐約證券交易所代碼:XAR)上漲了34.86%。它向Axon Enterprise, Inc.(納斯達克股票代碼:AXN)、L3Harris Technologies, Inc.(紐約證券交易所代碼:LHX)提供了曝光機會。

Why It Matters: The launch of these ETFs by Invesco comes at a time when thematic investing is gaining traction among investors looking to capitalize on specific industry trends. The focus on artificial intelligence, cybersecurity, and defense aligns with growing global interest in these areas, driven by technological advancements and increasing security concerns.

爲何重要:景順推出這些ETF之際,主題投資在希望利用特定行業趨勢的投資者中越來越受歡迎。在技術進步和日益增加的安全問題推動下,對人工智能、網絡安全和國防的關注與全球對這些領域日益增長的興趣相吻合。

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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.

免責聲明:該內容部分是在Benzinga Neuro的幫助下製作的,並由Benzinga編輯審查和發佈。

Image via Invesco

圖片來自景順

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