透过新交所挂牌基金,把握人工智能与大数据领域的投资机遇

人工智能(AI)的迅速发展正在重塑全球经济格局,为各行各业带来前所未有的变革与机遇。投资者该如何参与人工智能这一重要的长期发展趋势?

FSM Global
FSM Global06 Nov 2026 6 Views
透过新交所挂牌基金,把握人工智能与大数据领域的投资机遇

人工智能(AI)快速发展,为各行各业带来效率提升与创新机遇。在AI浪潮下,企业纷纷加大投入,加速将AI融入日常运营。市场研究机构Gartner预测,2026年全球AI支出将达到约2.7万亿美元,较前一年增长近50%,其中超过一半将投入于服务器和数据中心等AI基础设施。

不过,人工智能的发展机遇不仅限于开发人工智能模型及其支援基础设施。AI的应用正扩展至金融服务、零售和电信等产业,而对数据与云基础设施日益增长的依赖,也正推动对网络安全的需求,以保护敏感数据和系统。这形成了一个广泛的企业生态系统,随着AI应用的持续深化,这些企业将能从中受惠。

对投资者而言,这代表着一个参与横跨多项技术与产业之结构性增长主题的机会。然而,要找出最能从中受惠的企业并非易事。投资者该如何识别能有效把握这些趋势的企业?

FSM Global 丰盈全球新加坡总经理曾汉潍在《iFAST Xtrackers UCITS 挂牌基金:投资者为何应该感到兴奋》一文中表示,今年10月22日在新加坡交易所上市的 iFAST Xtrackers Artificial Intelligence & Big Data UCITS Index ETF(新交所代码:XBG),能为投资者提供更多元化及便捷的投资渠道,参与全球人工智能产业发展的投资机遇。

他说,这意味着本地投资者可以直接通过本地交易所,在本地交易时段内以本地货币进行投资。由于此挂牌基金(ETF)以新元交易,投资者无需进行货币兑换。此外,投资者也能动用退休辅助计划(SRS)资金进行投资,把握人工智能的长期增长潜力。

FSM Global 研究及投资组合管理部研究分析员潘哲川于10月初撰文指出,iFAST Xtrackers Artificial Intelligence & Big Data UCITS Index ETF 追踪纳斯达克全球人工智能与大数据指数(Nasdaq Global Artificial Intelligence and Big Data Index,NYGBIG),并可持有最多100只证券。这些证券是依据人工智能专利活动筛选而来,涵盖八大子主题,从深度学习和自然语言处理,到云计算、网络安全及量子计算。每只证券的权重上限为4.5%,以避免持股集中度过高。

从地理分布来看,该挂牌基金的权重主要集中于美国,但也涵盖韩国等亚洲市场。行业分类方面,虽然科技类股在投资组合中占据了主要份额,但该挂牌基金亦涵盖其他产业,例如电信及非必需消费品(见表一),使投资者能够涉足各产业中日益采用并从人工智能与大数据中获益的企业。例如,沃尔玛虽被归类为“非必需消费品”而非科技公司,但该公司正将人工智能整合至其零售业务的各个环节,从面向顾客的应用程序到供应链管理皆然。

潘哲川补充说,纳斯达克全球人工智能与大数据指数(NYGBIG)并非一个静态指数。随着创新周期加速及新技术不断涌现,该指数的编制方法会定期进行优化,以确保指数能与不断演变的未来增长动能保持同步。

曾汉潍也提醒,iFAST Xtrackers Artificial Intelligence & Big Data UCITS Index ETF 虽可作为人工智能领域的核心持仓,但投资者仍应根据本身的风险承受能力与投资期限来调整持仓规模。

图一:前十大持股



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