Nvidia (NVDA) investors certainly scored this year with huge gains on the S&P 500 stock. But some AI ETF investors own stakes in two stocks doing even better.
Nvidia（NVDA）投资者今年在标普500股票上获得了巨大的收益。但一些人工智能ETF投资者在持有的两只股票上表现更好。
Two stocks in the $700 million-in-assets Global X Artificial Intelligence & Technology ETF (AIQ), IonQ (IONQ) and Super Micro Computer (SMCI), are up more than 250% this year. That's sharply higher than the S&P 500's 18.5% rise, which is almost entirely powered by 2023's interest in generative AI like Chat GPT. But they're also topping the 242% gain by everyone's favorite AI stock: Nvidia.
全球X人工智能与科技ETF（AIQ）中的两只股票，IonQ（IONQ）和Super Micro Computer（SMCI），今年上涨超过250%。这比标普500指数的18.5%上涨要高得多，后者几乎完全由2023年对生成式人工智能（如Chat GPT）的兴趣推动。但它们也超过了大家最喜欢的人工智能股票Nvidia的242%涨幅。
AI stocks are driving the market. "One might think that the story of 2023 for ... stocks was all about the Fed, interest rates, and corporate earnings," said Nicholas Colas of DataTrek Research. But "Gen AI did sort of save the stock market." But how to pick the winners?
人工智能股票正在推动市场。DataTrek Research的尼古拉斯·科拉斯表示：“有人可能认为2023年的故事对于...股票来说，全部都是关于美联储、利率和企业盈利。”但是“AI新一代确实拯救了股市。”但如何选择赢家呢？
Do You Need To Focus On AI With ETFs?
你需要关注人工智能ETF吗？
Some investors might figure simply owning the Nasdaq 100, with an ETF like Invesco QQQ Trust (QQQ), is a sufficient AI bet.
一些投资者可能认为仅仅拥有纳斯达克100指数的ETF，如英富逸QQQ信托基金（QQQ），就足以进行人工智能的投注。
"Invesco QQQ provides exposure to many of the megacap yet innovative companies tied to AI developments, including Amazon.com (AMZN), Microsoft (MSFT) and Nvidia," said Todd Rosenbluth, head of research at VettaFi. "For many it can be an easy way to tap into the potential of AI."
"Invesco QQQ提供了对许多与人工智能发展相关的大型创新公司的投资机会，包括亚马逊（AMZN）、微软（MSFT）和英伟达（Nvidia）"，VettaFi的研究主管Todd Rosenbluth表示。"对许多人来说，这是一个轻松进入人工智能潜力的方式。"
More than 70% of the QQQ is weighted in just six companies with heavy AI exposures, also including Alphabet (GOOGL), Adobe (ADBE) and Meta Platforms (META).
QQQ中超过70%的权重集中在仅有的六家公司上，这些公司都与人工智能密切相关，包括谷歌母公司Alphabet（GOOGL）、Adobe（ADBE）和Meta Platforms（META）。
But QQQ is also exposed to unrelated companies. And that's why "there are ETFs that provide more targeted exposure, where revenues from AI is a critical factor in security inclusion," Rosenbluth said.
但是QQQ也暴露于无关的公司。这就是为什么“有一些ETF提供更有针对性的暴露，其中人工智能的收入是安全包含的关键因素，”罗森布鲁斯说。
Picking An AI ETF
选择一个人工智能ETF
The go-to AI for many investors is also one of the better performers this year: The Global X Artificial Intelligence & Technology, says Rosenbluth. The ETF, which is up more than 47% this year, spreads AI bets across nearly 90 companies. It puts just 3% into Microsoft vs. the QQQ which puts more than 10% in just that single position.
许多投资者首选的人工智能产品之一也是今年表现较好的：Rosenbluth表示，这就是Global X人工智能与科技ETF。该ETF今年上涨超过47%，将人工智能投资分散在近90家公司中。它只将3%的资金投入到微软，而QQQ则将超过10%的资金投入到这个单一头寸中。
"The ETF invests in companies that stand to benefit from the further development and utilization of AI as well as providing the hardware to use AI to analyze big data. AIQ owns similar stakes in others like Adobe and ServiceNow (NOW)," he said.
该ETF投资于那些将从人工智能的进一步发展和利用中受益的公司，同时提供用于分析大数据的人工智能硬件。他说，AIQ还持有类似的股份，如Adobe和ServiceNow（NOW）。
Another option is the $100 million-in-assets ROBO Global Artificial Intelligence ETF (THNQ), Rosenbluth says. It holds nearly 70 positions in AI companies "developing the technology and infrastructure enabling AI, such as computing, data and cloud-services, as well as companies that apply AI in various" industries, he said.
另一个选择是拥有1亿美元资产的ROBO Global人工智能ETF（THNQ），Rosenbluth表示。他说，该基金持有近70个人工智能公司的股份，这些公司“正在开发人工智能的技术和基础设施，如计算、数据和云服务，以及在各个行业应用人工智能的公司”。
It's also willing to diverge from the Nasdaq 100. Yes, it owns a 2.5% stake in Microsoft. But also Alteryx (AYX), Cloudflare (NET) and Splunk (SPLK), which aren't in the Nasdaq 100 yet. Investors should look for new choices, too. Roundhill Generative AI ETF (CHAT) launched in May. The fund adds international companies like Baidu (BIDU) to U.S. stalwarts like Microsoft and Nvidia.
它也愿意与纳斯达克100指数有所不同。是的，它拥有微软公司2.5%的股份。但它还拥有Alteryx（AYX）、Cloudflare（NET）和Splunk（SPLK）的股份，这些公司尚未进入纳斯达克100指数。投资者也应该寻找新的选择。Roundhill Generative AI ETF（CHAT）于五月份推出。该基金将国际公司如百度（BIDU）与微软和英伟达等美国公司结合起来。
AI ETFs: It's Just The Beginning
AI ETFs：这只是个开始
Just know AI is just getting started. And while Nvidia looks like the winner now, lots can change. Investors must be nimble, and AI ETFs can help with that.
只需知道AI刚刚开始。尽管Nvidia现在看起来是赢家，但很多事情可能会改变。投资者必须灵活应对，而AI ETFs可以帮助实现这一点。
"We're in the early stages of AI development approaching the one-year mark of the Chat GPT public release," said Zeno Mercer, research analyst at VettaFi. "There's a lot more growth to come as more companies generate revenues from consumer and industrial applications."
“我们正处于人工智能发展的早期阶段，距离Chat GPT公开发布已经接近一年了。”VettaFi的研究分析师Zeno Mercer说道。“随着更多公司从消费者和工业应用中获得收入，还有很多增长空间。”
Better Than Nvidia? 比Nvidia更好吗？
Top-performing stocks in Global X Artificial Intelligence & Technology ETF
全球X人工智能与科技ETF中表现优异的股票
| ETF | Ticker 股票代码 | Year-to-date % ch. 年初至今的百分比变化。 |
|---|---|---|
| IonQ | (IONQ) IONQ | 256.2% |
| Super Micro Computer 超微电脑 | (SMCI) （SMCI） | 253.0% |
| Nvidia 英伟达 | (NVDA) | 241.8% |
| Meta Platforms 元平台 | (META) (元数据) | 180.0% |
| Uber Technologies 优步科技 | (UBER) 优步 | 121.8% |
| Shopify | (SHOP) 商店 | 100.9% |
| Tesla 特斯拉 | (TSLA) 特斯拉 | 95.8% |
| Adobe | (ADBE) （ADBE） | 81.6% |
| Splunk | (SPLK) | 76.3% |
| ServiceNow 服务现在 | (NOW) 现在 | 72.1% |
