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cover of episode Wedbush Securities Head of Global Technology Dan Ives Talks ETFs

Wedbush Securities Head of Global Technology Dan Ives Talks ETFs

2025/6/5
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Daniel Ives: 我认为我的AI ETF与市场上其他同类产品不同，因为它建立在我25年来对科技行业的深入研究和全球投资者的长期关注之上。这个ETF不仅仅是一个投资工具，它代表了我对AI革命的独特见解和投资策略。我相信科技股的增长潜力被市场低估了，尤其是在AI支出加速增长的背景下。微软将是推动股价上涨的领头羊，其股价还有很大的上涨空间。苹果公司虽然在AI领域起步较晚，但即将到来的消费者AI革命将为其带来新的增长动力。目前苹果面临的挑战是暂时的，主要受到中国市场和关税的影响。我的AI ETF面向机构和散户投资者，提供了一个投资AI主题的便捷途径，让投资者能够分享我的研究成果。这个ETF包含30只股票，代表了我认为的AI革命的核心，我关注的是AI领域的第二、三、四级衍生物，这些领域蕴藏着巨大的投资机会。总而言之，我对AI的未来充满信心，并相信我的ETF能够帮助投资者抓住这一历史性的投资机遇。

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Chapters
Dan Ives, head of global technology at Wedbush Securities, discusses the launch of his new ETF, focusing on the AI sector. He highlights his 25 years of experience and extensive research as key differentiators, setting it apart from other AI-centric offerings.
  • Launch of Dan Ives Wedbush AI Revolution ETF
  • 25 years of tech research
  • Focus on AI sector
  • Long-term investment strategy
  • AI revolution as a major tech trend

Shownotes Transcript

Wedbush Securities Head of Global Technology Dan Ives discusses launching a new ETF, the Dan IVES Wedbush AI Revolution ETF, which tracks his investment picks in AI sectors. Ives believes his years of coverage and extensive research will differentiate his ETF from other AI-centric offerings, and Wedbush Fund Advisers plans to launch additional ETFs in the future. Ives spoke with Bloomberg's Tom Keene and Paul Sweeney.

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