미래 AI 투자 동향과 유망 산업

AI는 교육, 에너지, 로봇 공학 등 산업을 변화시키고 있으며, 상당한 성장과 투자 기회를 맞이할 것으로 예상됩니다.

### AI 투자의 미래 주요 산업과 기회
* 🤖 AI는 다양한 분야에 큰 영향을 미치고 있으며, 교육 분야는 **84%의 놀라운 매출 성장률**로 선두를 달리고 있습니다.
* 📈 AI 시장은 **2024년 6,380억 달러에서 2032년 2,575억 달러로 8년 만에 4배 증가**할 것으로 예상됩니다.
* ⚡ 에너지 부문은 Microsoft와 Google과 같은 기업이 데이터 센터를 위한 지속 가능한 에너지원을 모색함에 따라 **특히 원자력에 대한 투자가 증가**할 것으로 예상됩니다.
* 💰 원자력 ETF 중 **URA는 자산 규모와 투자 기업 수가 가장 많아** 투자자에게 유리한 옵션입니다.
* 📊 온디바이스 AI 기술은 지난해 **185억 달러에서 2030년까지 1,390억 달러로 시장이 성장**할 것으로 예상되는 등 주목을 받고 있으며, 로컬 처리로의 전환이 강조되고 있습니다.
* 🚗 로봇 공학 및 자율 주행 분야도 유망한 분야로 떠오르고 있으며, **테슬라와 엔비디아 같은 기업**이 이 분야의 발전을 주도하고 있습니다.
* 🛠 전 세계 로봇 산업은 **2026년까지 연평균 17.4%의 성장률**을 보일 것으로 예상되며, **서비스 로봇에 대한 투자 잠재력**이 부각되고 있습니다.
* 🏆 마지막으로 도미노와 삼성자산운용이 주최하는 **ETF 투자 리그는 투자에 재미있게 참여할 수 있는 방법**을 제공하고, 상위 성과자에게는 **상금을 수여**하여 성장하는 ETF 시장에 대한 참여를 독려합니다.

Hello, I'm Suhae, the man studying money, and it's been a while since I've talked about AI. Earlier this year, I studied big tech companies, including NVIDIA, and the cybersecurity industry. Since then, we have seen tremendous growth. So, what will the next step be? AI is a significant theme, so it is likely to continue, but we need to examine which industries will be promising in the future. I will summarize some insights on AI investment. Before we start, if you want to keep receiving these kinds of videos, please subscribe, like, and leave warm comments. Your interest makes me happy. Thank you! AI is really impacting a variety of industries. Looking at the sectors expected to see improved revenue prospects, the education sector ranks first with an overwhelming 84%. Since the purpose is to convey information based on existing data, AI is more effective than people in this regard.

The likelihood of success has increased. In fact, if you look at the current English conversation study groups, you can see that AI has infiltrated significantly. Next, improvements in revenue for the hospitality and food service industry, as well as the construction sector, are expected. So, how much will the AI market size expand? Currently, in 2024, it stands at 638 billion dollars, and by 2032, it is projected to grow to 2,575 billion dollars. It is anticipated to grow fourfold over the next eight years, which is a remarkable growth rate for any industry. It is said to have a growth potential comparable to that of personal computers and smartphones in the past. Since we are still in the early stages, there is a lot of interest surrounding it. We cannot afford to miss out on this opportunity. Let's take a closer look. So far, examining the flow of AI investments, it initially centered around NVIDIA, which achieved explosive growth in the semiconductor sector. Then, with the emergence of ChatGPT...

촉매제가 됐죠. 채 GPT는 정확하고 빠른 언어를 구사해야 되기 때문에 데이터 센터를 열심히 돌렸습니다. 그러다 보니까 클라우드 산업도 함께 성장했고요. 그러는 와중에 보안의 취약한 부분을 발견하고 해결하다 보니까 사이버 보안 산업도 함께 몸집이 커졌습니다. 지금까지의 상황을 정리해 보면, 엔비디아의 반도체 수요가 증가할수록 챗 GPT를 비롯한 데이터 센터와 보안 산업이 활성화되는 구조를 갖고 있습니다. 그래서 우리가 궁금한 것은 그 다음은 어떻게 될까, 이거겠죠? 지금부터 상상해 보겠습니다. 투자 아이디어를 도출할 때는 근거 없는 상상보다는 돈이 어디로 흘러가고 있는지 방향을 보고 예측해야 됩니다. 지금부터 앞으로 확장될 가능성이 높은 세 가지 산업을 말씀드려 볼게요. 결론부터 이야기 드리면, 첫 번째는 데이터 센터 전력을 보충하기 위해서 에너지가...

There will be a shortage because we cannot keep up with the demand. Secondly, lighter models that can replace data centers will emerge, specifically on-device solutions. Lastly, there will be service areas that AI will bring closer to our actual lives. Let's take a closer look at these three directions. Please watch the video and consider which industries are worth investing in.

First, let's look at the energy sector. Microsoft announced that it will restart the Three Mile Island nuclear power plant, which is a contract to receive power for the next 20 years. The plant had been shut down due to economic feasibility issues but will be operational again after nine years. This indicates that obtaining power will become more challenging in the future, suggesting that data centers will operate even more intensively. It’s not just Microsoft that is moving in this direction; Google is also looking into nuclear power for data centers.

Big tech companies are genuinely investing in nuclear power. Securing energy is approached not just from a short-term perspective, but also from a long-term one. If we are to invest in nuclear power, we must adopt a long-term view as well. Currently, looking at uranium prices, we see that they have risen significantly. After the Fukushima nuclear disaster in 2011, there was a strong aversion to nuclear power, and prices dropped considerably. However, since last year, prices have started to rise, and this year they have surged. This indicates that the value is increasing. With the rapid expansion of AI, the fields of nuclear power, wind power, and hydropower are also gaining momentum. Among these, the reason nuclear power is receiving strong support is that it can provide a continuous energy supply regardless of the weather. The U.S. government, regardless of political affiliation, has begun to unite in support of nuclear power. Since 2020, the approval ratings have continued to rise.

You can see how important nuclear power is as an energy source from this chart. It emphasizes that nuclear power is necessary for America's bright future. It would be great if our investments align in the same direction. In the last weekly briefing, I introduced nuclear-related ETFs, and now I’m showing you three representative nuclear ETFs in the U.S. In terms of asset size, URA is the largest, while NLR has the lowest total expense ratio. Which ETF is the best among the three? If we look at the number of companies invested in, URA has the most at 51, while NLR has the least at 26. We need to consider whether to focus and concentrate our investments or to diversify and expand them. Personally, I think URA, with its large asset size and number of invested companies, looks good. What do our subscribers think? Let me know in the comments, and I’ll take it into account. It wouldn’t be interesting if I just stopped here. When I invest in areas I'm not familiar with, I prefer ETFs.

We approach it from a professional standpoint, analyzing companies within ETFs while digging deeper into their characteristics. Once you get to know these three ETFs, you start to think about which companies are included in all of them. The fact that the well-performing management companies have selected similar firms indicates that these companies are garnering interest from everyone. Three years ago, when I was studying the metaverse, I noticed NVIDIA appearing in various places and thought to myself that this company would achieve something significant. Now, let's take a look at the overlapping companies among these three ETFs. There are 12 companies that all three ETFs invest in. That's more than I expected. Since the industry itself is small, the companies involved tend to have similar characteristics. Let's examine the 12 companies right away. Upon reviewing them one by one, I found some companies facing challenges and others with very small market capitalizations. Among the 12 companies, New York...

I looked at the companies listed on the NASDAQ exchange, and it turns out that only six of them have survived, which is exactly half. The companies on the right are those we can directly invest in. Let's take a closer look at these six companies related to nuclear power. If we look at their market capitalizations, there is one company that stands out with a significantly larger size: Cameco. Its market capitalization is 22.5 billion dollars, which converts to about 30 trillion won. In terms of companies in Korea, it is comparable to POSCO. As for the order of market capitalizations for the other companies, we have NextEra Energy, Uranium Energy, and Denison Mines. Let's check the stock charts of these global companies with market capitalizations exceeding 1 billion dollars. Here is the stock chart from the beginning of the year to now. Cameco is in blue, and it has fallen the least during the downturn and has risen the most during this rebound. The current return is at 20%.

Uranium Energy is at 8%, while NexGen Energy is at -1%. Cameco appears to be the most favorable company, so let's take a closer look at what it is. Cameco is a company that specializes in uranium production. It was established in 1988, which means it is celebrating its 35th anniversary this year, making it 36 years old. This year, its main businesses include development, production, processing, and sales, and it supplies uranium to nuclear power plants worldwide. They supply to 34 nuclear facilities globally. In terms of revenue distribution, 64% comes from the Americas, 19% from Asia, and 17% from Europe. As stable power supply from data centers becomes increasingly important, nuclear power is becoming more vital, and major tech companies are entering the nuclear sector, so we need to pay attention to this. Looking at what experts think about Cameco, they believe there is potential for about an 11% increase in the future. A total of nine experts responded.

Many are shouting for strong buying. When I mention this, there are sometimes people who ask if there are any ETFs available for investment in Korea. So, I looked for domestic nuclear power ETFs and found three: the Rise Global Nuclear ETF, the Ace Nuclear Theme ETF, and the Hanaro Nuclear ETF. Now, can we just invest in any of these three? Absolutely not. We need to look at how many companies these ETFs hold and check their respective weights. So, I found the top three companies included in these ETFs. Interestingly, we can see that the two on the right are domestic nuclear companies. This means they contain companies listed in Korea. However, if we look at the Rise ETF on the left, we can see that it includes a mix of domestic and foreign companies. The company Cameco, which I mentioned earlier, is included in the top three. Nonetheless, even with that...

The weight is somewhat small. For those who want to invest only in overseas companies, you can invest in overseas-listed ETFs that I mentioned earlier, such as the Euro ETFs. If you want to mix domestic and overseas investments, you can invest in Rise Global Nuclear. However, if you only want to include domestic listed companies, you can choose from the two options on the right. You must think carefully about the direction you want to invest in when selecting stocks. Additionally, I compared the returns of three ETFs. This is a chart from January of last year to the present. Rise Global Nuclear has increased by 114%, making it the highest performer. The second is Hanaro Nuclear, and the third is Ace Nuclear Theme. All three have outperformed the domestic index, showing that the nuclear theme is experiencing strong growth. Let's move on to the second part, where we discuss the channels we know.

Let's consider the second AI investment point: on-device technology. You may have heard of it, but what does it really mean? Today, I'll explain it very simply, as it's not difficult to understand. Please listen and think about whether it seems promising.

Currently, the way we use AI is by asking questions and receiving answers through a PC, with ChatGPT being a representative example. As the versions continue to upgrade, the response speed has increased, and when given time to think, it begins to engage in deeper reasoning. This is possible because the questions I ask are sent to a data center, where extensive computation takes place to derive the answers. To send data, an internet connection is obviously required.

However, on-device technology resolves everything within the smartphone I have, meaning it can function without an internet connection.

It is a way to solve problems within my smartphone, rather than deriving them externally. You might think it would be better to visit a data center, but the questions we ask and the problems we need to solve are usually quite simple, such as what time it is or what the weather is like. Therefore, there are many things that can be easily derived. This means that we don't need a GPU for complex calculations; instead, we need an MPU that can easily handle lightweight operations. It's small and compact, allowing it to fit anywhere, which is why we refer to it as on-device. 

Thus, the direction of investment will differ based on these two aspects. Let's take a look at which companies fall into these categories. First, regarding cloud AI, we see that the AI models of Microsoft, Meta, and Google are fundamentally embedded. Companies like NVIDIA, Amazon, and Oracle play a supporting role for these AI models. Since NVIDIA has a monopoly on GPUs, its stock price is currently experiencing significant fluctuations.

There has been an increase. If we look at it on all devices, major companies like Microsoft, Meta, and Google are using large language models and have on-device versions of their AI models. The components involved are changing, and here, Apple and Qualcomm are included. This structure will be installed in smartphones and various devices, so we need to pay attention to the scalability of this field in the future. Currently, big tech companies are seriously investing in AI, and this year they are making even larger investments compared to last year. It would be wise for us to follow the same direction in our investments. Looking at the on-device AI market, it was valued at 18.5 billion dollars last year, and it is projected to increase to 139 billion dollars by 2030. This is an enormous market with an annual growth rate exceeding 30%. Since we are still in the initial stages, we can see that the growth rate is intense. There are currently no related ETFs in the U.S., but there are listings in the domestic market.

When looking at ETFs, there is a global on-device AI ETF. Investing in this ETF is good, but it's also beneficial to know which companies are included in it. If we look at the top companies, we see that Qualcomm and Apple are included. It would be good to gauge whether the world of on-device technology will open up based on this. 

Looking at the stock charts of the top three companies, we see that since the beginning of the year, there has been an 87% increase, while Apple and Qualcomm have risen by 147%. Compared to the S&P 500, which has increased by 20%, Apple and Qualcomm are actually not performing as well. So, which of these three companies would be a better investment choice? When in doubt, it’s important to consider expert opinions. 

Looking at Qualcomm, 21 experts provided their insights: 13 recommended buying, two suggested holding, and one advised selling. Most are advocating for buying or holding. Furthermore, it is expected that there is still a potential for a 29% increase over the next year.

Some of you may not be familiar, so let me briefly introduce it. Qualcomm is an American company that develops semiconductor chips related to wireless communication. The wireless communication technologies we know, such as LTE and 5G, are developed by Qualcomm. It is particularly specialized in mobile technology, making it a key player in on-device solutions. While we are currently discussing smartphones, Qualcomm serves as a medium that can connect to any device. However, since more than 50% of its revenue comes from China, it is a company that requires risk management. 

Next, let's look at what experts are saying. They believe that the current stock price has risen significantly, but they are predicting a decline of about 3.9% in the future. This indicates that there has been a short-term surge. Among 19 experts, 13 recommend buying, five suggest holding, and one is calling for a sell. Although there is limited upward momentum, they believe that a hold strategy is better than selling.

Let's talk about the third and final perspective from experts regarding Apple. They believe that there is a potential for a 99.6% increase over the next year. Apple is a big tech company, and many experts are sharing their opinions. Out of 34 analysts, 24 recommend buying, nine suggest holding, and one is advising to sell. Additionally, Apple's AI features are set to receive their first update on the 28th of this month. With iPhone 16 sales declining, Apple faces an important challenge regarding the direction of its AI investments. Now, let's take a look at the service sector, which is closely related to our daily lives. The service sector is indeed vast, and interestingly, there is room for AI in all of these various service areas. From education, which I mentioned earlier, to music, labor, transportation, legal services, and shopping, there is a wide range of applications, among which the most rapidly evolving are...

Let's take a look at three areas where AI services are being applied and the impact they have. From an investor's perspective, we will examine whether augmented reality is leading the way. Augmented reality and virtual reality are in fierce competition, with prominent companies like Meta and Apple at the forefront. Augmented reality involves adding information to the real world, such as through smart glasses, while virtual reality operates in a separate space away from reality. The virtual reality field seems to be a bit further in the future, but augmented reality has many technologies that can be used immediately, so it is expected to be adopted quickly. If Meta's smart glasses succeed, won't Apple follow suit? Meta showcased its smart glasses at Connect 202, demonstrating several key actions we perform with smartphones, such as conversing while wearing the glasses and checking information about objects. This gives hope that they may partially replace smartphones.

It was a conference where Meta's smart environment received high praise. Perhaps it's because they are a customer. We will have to watch how quickly the AI market grows. There are quite a few innovative companies trying to develop something that can replace smartphones. Among them, I previously introduced AI pins, which display information on the palm of your hand. Recently, I've seen user reviews coming in, and it seems they are not as impressive as expected. However, I believe such challenges will continue in the future. I think smart glasses look promising. 

Next, let's take a look at the robotics sector. This year, CNBC covered a story about Amazon. Amazon is known for having a large workforce, but they announced plans to replace over 100,000 workers with robots. They intend to replace simple repetitive tasks previously done by humans with robots. The initial investment...

Although it may seem like a lot is being invested, in the long run, this structure has significant effects. Currently, we have simple robots, but I think it might expand to include AI robots. Looking at the prospects of the global robotics industry, it is predicted to grow at an average annual rate of 17.4% until 2026. It is an industry showing high growth, especially with the expected rapid development of service robots. I worry that my job might be replaced, but I need to strengthen my assets through investment. When talking about humanoid robots, we cannot leave out Tesla. They are preparing to expand not only the robots deployed in their factories but also household robots that assist with chores. What seems like something out of a movie is gradually becoming a reality. In the future, we will need to think about how to utilize our leisure time as we move away from labor hours.

There will be moments when you need to reflect on what you truly like. If you want to invest in robots, a representative option is the ETF called Itaewon Botz. It was listed in September 2016, and its asset size is 2.58 billion dollars. This is the ETF I often mention. Currently, the top ten companies are as follows: Nvidia holds a dominant first place, followed by Intuitive Surgical, which makes surgical robots in second place. In third place is the Swiss automation technology company ABB. Many Japanese companies are also well-positioned, so if there’s a company you’re interested in, it would be good to study it further. 

The last area of AI services is autonomous driving. Currently, autonomous taxis are being implemented in the United States, China, and South Korea. Some people may not be aware that this is happening in South Korea. It was recently launched and operates only at night in specific locations. This Thursday, October 10th, Tesla will unveil its robo-taxi.

There are rumors that robots will drive Tesla vehicles. While we can't know for sure what the outcome will be, it's a fact that autonomous driving is being implemented on real roads. I believe it will grow faster than we think. Most car accidents are largely due to driver negligence, and if autonomous driving becomes widespread, the number of accidents will likely decrease significantly. As a result, there will be industries, such as car insurance, that will shrink. Conversely, there will be an increase in people making profits from vehicles parked in parking lots. Many industries related to transportation will be affected, so we need to keep an eye on it and identify the growing fields within it. A representative company related to autonomous driving is Diiv, which has an asset size of 436 million dollars, which isn't that large. However, it ranks among the top ten related companies.

Looking at representative companies, we have Nvidia, Tesla, and Microsoft. Nvidia is also included here. Nvidia will play an important role in the large market again thanks to autonomous driving, even if its data center GPU business slows down. In various ways, Nvidia is a fortunate company. We have examined the flow of AI investments so far and the promising fields ahead. AI is truly a significant change that will impact various industries. There are already many companies that are making profits by utilizing AI, even among those I haven't mentioned. I believe that companies that effectively leverage AI will become leaders in their respective fields. Please make sure to check how the companies you are investing in are utilizing AI. Recently, there has been a lot of interest in domestic ETFs, right? I would like to introduce an interesting event: the ETF investment league hosted by the investment management app Domino and Samsung Asset Management's KODEX.

This is an event where you can compete for investment returns. Regardless of which brokerage account you have, you can participate effortlessly through Domino. This is an opportunity to verify how well you are investing. The event runs for a month, from September 25 to October 24, and there are benefits for the top investors in terms of returns. Prizes such as the Galaxy Tab, Watch, and Buds Pro will be provided. There are also participation rewards, so please join the fun Codex ETF event on the Domino app. You can check the participation details in the pinned comment below. Did you find today's video helpful? If so, please subscribe and like. Wishing you successful investments today!

넥스트 엔비디아? AI시대 숨겨진 수혜주 이겁니다!

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AI는 다양한 산업에 큰 영향을 미치고 있으며, 교육 부문에서 84%로 가장 높은 매출 성장률을 보일 것으로 예상됩니다.

AI 시장은 2024년 6,380억 달러에서 2032년 2,575억 달러로 확대될 것으로 예상되어 괄목할 만한 성장 잠재력을 보이고 있습니다.

향후 투자가 유망한 세 가지 산업은 에너지, 온디바이스 솔루션, AI 기반 서비스 분야이며, 데이터 센터의 전력 확보를 위해 Microsoft와 Google이 선두를 달리고 있습니다.

장기적인 에너지 안보의 필요성에 따라 대기업들이 원자력에 대한 투자를 늘리고 있습니다.

최근 우라늄 가격이 급등하면서 후쿠시마 이후 하락세를 반전시켰고, 미국 정부도 원자력을 지지하고 있습니다.

미국의 대표적인 3개 원자력 ETF는 자산 규모와 투자 기업 수가 다양하며, 자산 규모가 가장 크고 투자 기업이 가장 많은 URA가 가장 많은 반면 비용 비율이 가장 낮은 NLR이 가장 낮습니다.

우라늄 생산에서 카메코의 우위와 원자력의 부상

1988년 설립된 카메코는 전 세계 34개 원자력 시설에 공급하는 우라늄 생산업체로, 매출의 64%가 미주 지역에서 발생합니다.

전문가들은 향후 11% 상승할 것으로 예상하고 있으며, 국내 출시된 다양한 원자력 ETF의 상위 3개 기업에도 포함되어 있습니다.

라이즈 글로벌 원자력 ETF는 작년 이후 114% 상승하며 가장 좋은 성과를 보여 원자력 테마의 강한 성장세를 보여주고 있습니다.

온디바이스 AI 솔루션으로의 전환

온디바이스 AI는 복잡한 계산과 GPU의 필요성을 줄이면서 간단한 문제를 해결하는 데 점점 더 중요해지고 있습니다.

마이크로소프트, 메타, 구글과 같은 주요 기업들은 클라우드와 온디바이스 AI 모델에 모두 투자하고 있으며, 온디바이스 시장은 2030년까지 185억 달러에서 1,390억 달러로 성장할 것으로 예상됩니다.

모바일 기술 및 무선 통신 분야의 핵심 기업인 퀄컴은 매출의 50% 이상을 중국에 의존하고 있음에도 불구하고 전문가들로부터 긍정적인 투자 권고를 받고 있습니다.

애플의 잠재적 성장과 AI 및 로봇공학의 영향력

전문가들은 내년에 애플의 주가가 99.

6% 상승할 것으로 전망하고 있으며, 애널리스트 34명 중 24명이 매수를 추천했습니다.

애플의 인공지능 기능은 곧 첫 업데이트를 앞두고 있으며, 아이폰 16 판매량 감소와 인공지능 투자 방향에 대한 도전에 직면해 있습니다.

로봇 부문도 상당한 성장세를 보이고 있는데, 아마존은 10만 명 이상의 근로자를 로봇으로 대체할 계획이며, 테슬라는 공장과 가사일을 위한 로봇 배치 확대를 하고 있습니다.

로봇 및 자율 주행에 대한 투자

2016년에 25억 8,000만 달러의 자산으로 상장된 이태원 보츠 ETF는 로봇 공학에 초점을 맞추고 있으며, Nvidia와 Intuitive Surgical을 주요 기업으로 편입하고 있습니다.

미국, 중국, 한국에서 택시 서비스가 시작되고 테슬라의 로봇 택시가 곧 공개되는 등 자율 주행이 주목받고 있습니다.

자율주행으로의 전환은 자동차 사고를 줄이고 다양한 산업에 영향을 미칠 것으로 예상되며, AI가 기업에 미치는 영향력은 미래의 시장 리더를 결정할 것으로 보입니다.