Yang Won -taek, head of Korea Investment & Securities Investment Product Division
The world is at an inflection point of the new industrial revolution, which is the center of artificial intelligence (AI). Global technology giants, such as NVIDIA, Microsoft, Google, and Amazon, are spending tens of billions of dollars into AI data centers, semiconductors and software infrastructure.
Market research firm IDC defines AI as a “core growth engine of the global economy.” Over the next three years, IT expenditures are expected to reach $ 1.5 trillion, of which more than $ 300 billion is expected to be invested in the AI platform.
The rapid growth also changed corporate value topography. Palantier, an AI -based data analysis company listed on the US stock market in 2020, surpassed IBM and Cisco from the market cap in just five years.
However, the AI industry is a complex ecosystem with high technology convergence and high information asymmetry. It is not easy to predict which companies will benefit short -term or grow in the long run. Both individuals and institutional investors face this uncertainty, and investment decisions require considerable prudence.
One of the ways to consider in this environment is the wrap account. ‘Wrap’ means packing multiple services in one. Originally originated from the structure of consulting, transactions, and operations into a single fee, it is a comprehensive asset management product that designs and operates a portfolio that is commissioned by securities firms to receive customer assets.
Unlike the public fund’s funding, the Labs Count is a customized service designed for individual customer conditions. There is also a tax difference in taxation, which is directly operated in the customer account and is highly transparent, and unlike the fund, unlike the fund. However, the performance is not guaranteed, and expert judgments can also be missed according to the market environment.
The AI industry is divided into three axes: infrastructure, service, and application. The infrastructure includes AI semiconductor, memory and packaging, and the service is expanded to cloud, platform, service software (SaaS), and applications to robotics and autonomous driving. Among them, the infrastructure division increases the demand for GPUs and high -range memory. Although the potential is great, the change in technology, policy, and competition is rapidly and volatility is high. This risk is difficult to avoid, whether direct investment or professional entrustment.
The AI era clearly provides important investment opportunities. However, the approach should vary depending on the size of the investor’s assets, risk preference and investment experience. It is necessary to carefully compare the advantages and disadvantages of each method such as direct investment, funds, and lab counts. The AI era is a market where huge opportunities and dangers run at the same speed. A tool like a wrapping count to avoid the risk.
Yang Won -taek, head of Korea Investment & Securities Investment Product Division
