Скачать или смотреть AI pullback a buying opportunity? GinsGlobal's Ginsberg says yes

GinsGlobal Index Fund CEO Anthony Ginsberg joined Stephen Gunnion in the Proactive studio to discuss his outlook for AI, blockchain, defence tech and global megatrends through the lens of the HAN-GINS Tech Megatrend Equal Weight UCITS ETF.

Ginsberg addressed the recent pullback in AI and tech shares, describing it as “more of a speed bump” rather than a structural downturn. He said the fund views the weakness as a buying opportunity, noting that artificial intelligence is still in its early stages and expanding into cybersecurity, cloud computing, robotics and biotech.

He highlighted the ETF’s equal-weight structure as a key differentiator, with an average PE ratio of around 21 times earnings compared to the Nasdaq’s roughly 34 times. According to Ginsberg, “the problem has been that you’ve got this very narrowness in the market with these mag seven,” adding that broader opportunities are emerging across undervalued subthemes.

The discussion also covered the addition of defence tech and quantum computing. Ginsberg pointed to strong momentum in defence tech, saying the theme has risen more than 25% since December, driven by increased US government outsourcing and strategic priorities. Quantum computing, while still in its early stage, is gaining importance due to Pentagon backing and national security applications.

On blockchain, he noted it was the fund’s best performer last year, up 33%, and stressed that the ETF focuses on infrastructure and ledger technology rather than cryptocurrencies.

Looking at macro trends, Ginsberg remains optimistic, citing projected US GDP growth of 3–3.5%, easing inflation, fiscal stimulus and increased M&A activity as supportive tailwinds for growth stocks and tech megatrends.

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