반도체 오를 때 소외당한 바이오, 이제 다시 주목할 때!_26.05.07. | 박현지, 여도은, 허재무 [아침N투자]

Summary

The video covers weekly ETF trends, highlighting inflows into AI and tech, and underperformance in biotech. The host Park Hyun-ji recommends buying Korean biotech ETFs on weakness due to a favorable patent cliff and expected rotation away from semiconductors. New ETF listings include a robot/AI active ETF and a low-fee Bitcoin spot ETF from Morgan Stanley.

• ETF flows show continued preference for AI, semis, and power stocks.
• Biotech is underowned but fundamentals are strong due to a patent cliff starting 2025.
• Park Hyun-ji advocates gradual accumulation of Korean biotech ETFs as a contrarian play.
• US biotech passive ETF IBB is noted as better long-term than active alternatives.
• New listings include KODEX US Robot AI Active ETF and Morgan Stanley Bitcoin ETF.
• Nvidia earnings are seen as a potential inflection point for the AI theme.
• Google outperformed Meta in recent earnings due to AI spending concerns.
• Risk-on sentiment persists with Bitcoin rising despite geopolitical tensions.