As AI Hype Peaks, Investors May Be Missing The Real ETF Opportunities

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Nov 13

While headlines are dominated by AI megatrends and tech megacaps, not all market opportunities in the current environment are pegged to artificial intelligence. Analysts at Bank of America recently ...

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Analysts at Bank of America recently ...</p>\n\n<a href=\"https://www.benzinga.com/etfs/sector-etfs/25/11/48817149/as-ai-hype-peaks-investors-may-be-missing-the-real-etf-opportunities\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As AI Hype Peaks, Investors May Be Missing The Real ETF Opportunities</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs AI Hype Peaks, Investors May Be Missing The Real ETF Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-13 04:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/etfs/sector-etfs/25/11/48817149/as-ai-hype-peaks-investors-may-be-missing-the-real-etf-opportunities><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While headlines are dominated by AI megatrends and tech megacaps, not all market opportunities in the current environment are pegged to artificial intelligence. Analysts at Bank of America recently ...</p>\n\n<a href=\"https://www.benzinga.com/etfs/sector-etfs/25/11/48817149/as-ai-hype-peaks-investors-may-be-missing-the-real-etf-opportunities\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4504","symbol_name":"桥水持仓","start_time":0,"source_url":"https://www.benzinga.com/etfs/sector-etfs/25/11/48817149/as-ai-hype-peaks-investors-may-be-missing-the-real-etf-opportunities","article_id":"2583244307","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/12/ETFs-In-Focus.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/etfs/sector-etfs/25/11/48817149/as-ai-hype-peaks-investors-may-be-missing-the-real-etf-opportunities","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2583244307","pubTimestamp":1762978980,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"BofA spots overlooked plays beyond AI — from consumer and retail to premium spending plays — creating opportunities in these ETFs.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4504":"桥水持仓","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1989763690.USD":"东方汇理世代食品基金A2 Acc","ISBC":"投资者银行","LU1989763427.SGD":"CPR Invest - Food For Generations A2 Acc SGD-H","BK4211":"区域性银行","BK4550":"红杉资本持仓","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4114":"综合货品商店","BK4142":"酒店、度假村与豪华游轮","VIK":"Viking Holdings Ltd.","BK4155":"大卖场与超市","FDN":"First Trust Dow Jones Internet I","DG":"美国达乐公司"},"translate_title":"随着人工智能炒作达到顶峰，投资者可能会错过真正的ETF机会","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DG":1,"FDN":1.5,"ISBC":1.5,"VIK":1},"content_text":"While headlines are dominated by AI megatrends and tech megacaps, not all market opportunities in the current environment are pegged to artificial intelligence. Analysts at Bank of America recently highlighted a set of overlooked companies, from premium travel experiences to discount-focused retail and resilient food producers, that together paint a broader economic story. For ETF investors, these trends suggest that focusing solely on AI-themed funds could mean missing steady winners elsewhere.\nThe U.S. economy increasingly resembles a K-shape, where some sectors thrive while others lag. This divergence is creating opportunities for ETFs that capture both ends of the spectrum — high-end discretionary spending and value-conscious consumer behavior.\nTake Viking Holdings Ltd (NYSE:VIK), one of the companies pointed out as a good pick by BofA, for example. The company’s differentiated, all-inclusive travel offerings keep outperforming peers on superior margins and growth. ETFs capturing high-end discretionary trends include Consumer Discretionary ETFs such as the Consumer Discretionary Select Sector SPDR Fund (NYSE:XLY) and the Invesco Leisure and Entertainment ETF (NYSE:PEJ), which hold exposure to brands in luxury travel, leisure, and premium retail. \nInvestors looking to tap into the top arm of the K-shaped recovery may find these ETFs attractive for growth even when other sectors are not performing well. XLY saw inflows of $306.08 million over the past month, according to data compiled by VettaFi.\nAlso Read: 4 Stocks To Consider Buying As Luxury Spending Keeps Rising\nWinners on the other side of that K would be companies like Dollar General Corp (NYSE:DG), another of BofA’s picks, as consumers trade down amid continued inflationary pressures. More and more consumers go to discount stores for essential items, while e-commerce offerings, especially same-day delivery, driving additional growth. \nETFs that reflect this trend include retail ETFs like VanEck Retail ETF (NASDAQ:RTH) and State Street PDR S&P Retail ETF (NYSE:XRT) and consumer staples ETFs like Consumer Staples Select Sector SPDR Fund (NYSE:XLP) and Vanguard Consumer Staples Index Fund ETF (NYSE:VDC), which capture steady-demand products resilient to economic swings.\nA balanced ETF strategy that captures both premium and value-oriented sectors lets investors hedge against market volatility while participating in diverse consumer trends. Rather than focusing entirely on AI growth ETFs, funds representing the K-shaped recovery offer a broader, perhaps more stable route to returns. \nThe bottom line is that while AI ETFs are making headlines, it’s these under-the-radar sectors, from luxury cruises to discount retail aisles, that are quietly delivering the goods. Investors can use ETFs to access both sides of the economic spectrum, ensuring their portfolios aren’t missing the complete story.\nRead Next: \nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}