Overseas investors favor US power, aerospace, Japanese trading companies, digital payments, and space satellites

Approximately 81,000 investors have shifted their focus to five key themes in overseas ETFs, including US power infrastructure, aerospace and defense, Japanese trading companies, digital payments, and space satellites. This trend follows a year of strong AI and semiconductor stock performance, with US power infrastructure ETFs seeing the largest growth in beneficiaries. The AI revolution is expected to drive demand for electricity, leading to significant investment opportunities in power infrastructure. The article suggests that in 2026, AI investment will move from speculative themes to companies demonstrating tangible profits, with a potential shift from AI producers to AI users and related industries.