<p><strong>Roundhill Investments</strong> 首席执行官 <strong>Dave Mazza</strong> 对 Benzinga 表示，<strong>Donald Trump</strong> 总统重返白宫强调了三个关键领域和主题，这些领域和主题可能会使投资者受益。以下是主题投资为何重要以及哪些主题正在受益于特朗普的分析。</p>
<h2>特朗普政府对主题 ETF 和投资主题的影响</h2>
<p>作为针对像 Magnificent Seven 、体育博彩、大麻、减肥药和元宇宙等领域的主题 ETF 背后的公司，Mazza 对投资者涌向的主题有一定的了解。</p>
<p>随着 2025 年白宫的更换，不同的主题也可能根据政策和未来增长而出现。</p>
<p>Mazza 对 Benzinga 说：“最大的变化是政策对市场的影响变得更加重要。当政策成为更直接的输入时，市场的分散性往往会增加，实体经济主题会获得更多关注。”</p>
<p>Mazza 表示，特朗普重返白宫的第一年强化了政策通常有利于国内投资、实体基础设施和生产力提升的局面。</p>
<p>“这通常是与实体资本支出相关的主题的良好环境。”</p>
<h2>Mazza 的三个关键主题</h2>
<p>当被问及哪些 Roundhill ETF 可能从特朗普重返白宫中受益或哪些主题正在为投资者发挥作用时，Mazza 分享了三个突出的主要领域。</p>
<p>Mazza 选择了人工智能、能源安全和医疗保健作为三个最显著的主题。</p>
<p>Mazza 对 Benzinga 说：“政策并没有创造这些趋势，但它放大了这些趋势，使主题定位显得更加相关。”</p>
<p>Mazza 表示，当政策创造出明确的赢家和输家时，主题 ETF 的效果最佳。</p>
<p>“最强的主题与有形投资和结构性变化相关，而不是炒作。”</p>
<p>以下是 Mazza 强调的三个主要趋势：</p>
<p><strong>人工智能：</strong> Mazza 表示，人工智能正在进入真正的讨论。</p>
<p>“人工智能受益于旨在加速基础设施建设和减少部署摩擦的行动。”</p>
<p>Roundhill Investments 的首席执行官表示，投资者的关注现在转向人工智能的领域，例如自动化、机器人技术、自动化系统以及制造和物流的人工智能基础设施。</p>
<p>虽然 Mazza 没有具体提到供投资者利用这一趋势的 ETF，但 Roundhill 有几只主题 ETF 受益于人工智能趋势。以下是一些可能受益于人工智能交易的 Roundhill ETF：</p>
<ul>
<li><strong>Roundhill Magnificent Seven ETF</strong> (BATS: MAGS)</li>
<li><strong>Roundhill Generative AI &amp; Technology ETF</strong> (NYSE: CHAT)</li>
<li><strong>Roundhill Humanoid Robotics ETF</strong> (BATS: HUMN)</li>
</ul>
<p><strong>能源安全：</strong> Mazza 的第二个关键主题是能源安全，核能再次成为投资者关注的焦点。</p>
<p>“来自人工智能、回流生产和电气化的电力需求正在将核能及相关供应链推回主流。这看起来像是一个多年的资本周期，而不是短期交易。”</p>
<p>Roundhill 提供 <strong>Roundhill Uranium ETF</strong> (BATS: UX) 作为利用核能/铀主题的方式。</p>
<p><strong>医疗保健生产力：</strong> Mazza 表示，医疗保健主题，特别是 GLP-1 药物的定价和获取，仍然是关注的焦点。</p>
<p>“GLP-1 的采用继续重塑肥胖和代谢健康，机会已经超越了药物开发者，扩展到周边生态系统。”</p>
<p>Roundhill 提供 <strong>Roundhill GLP-1 &amp; Weight Loss ETF</strong> (NASDAQ: OZEM) 作为希望接触减肥药及其背后公司的投资者的纯粹选择。</p>
<p><strong>荣誉提名：</strong> 除了前三个趋势，Mazza 还强调了太空探索和国防作为值得关注的关键主题。</p>
<p>“随着框架（尽管还很早）现在已经建立，太空探索公司有了明确的机会，得到了美国政府政策的支持。”</p>
<p><em>图片来源：Joey Sussman/Shutterstock</em></p>

<p>特朗普总统可能重返白宫正在影响投资主题，Roundhill Investments 首席执行官 Dave Mazza 表示。他指出三个受益于这一变化的关键领域：人工智能、能源安全和医疗生产力。由于基础设施的进步，人工智能正在获得关注，而能源安全则集中在核能上，以应对日益增长的电力需求。医疗领域随着 GLP-1 药物的采用而不断发展。Mazza 强调，政策变化进一步放大了这些趋势，为这些领域的主题 ETF 创造了机会</p>

<p><strong>Roundhill Investments</strong> CEO <strong>Dave Mazza</strong> told Benzinga that President <strong>Donald Trump</strong>‘s return to the White House has put an emphasis on three key sectors and themes that could benefit investors. Here's a look at why thematic investing matters and which themes are benefiting from Trump.</p>
<div class="lb-trans"><p><strong>Roundhill Investments</strong> 首席执行官 <strong>Dave Mazza</strong> 对 Benzinga 表示，<strong>Donald Trump</strong> 总统重返白宫强调了三个关键领域和主题，这些领域和主题可能会使投资者受益。以下是主题投资为何重要以及哪些主题正在受益于特朗普的分析。</p>
</div><h2>Trump Administration Impact on Thematic ETFs, Investing Themes</h2>
<div class="lb-trans"><h2>特朗普政府对主题 ETF 和投资主题的影响</h2>
</div><p>As the company behind thematic ETFs that target sectors like the Magnificent Seven, sports betting, cannabis, weight-loss drugs and the metaverse, Mazza knows a thing or two about seeing themes that investors are flocking to.</p>
<div class="lb-trans"><p>作为针对像 Magnificent Seven 、体育博彩、大麻、减肥药和元宇宙等领域的主题 ETF 背后的公司，Mazza 对投资者涌向的主题有一定的了解。</p>
</div><p>With a change in the White House in 2025, there was a good chance that different themes could also come into play based on policy and future growth.</p>
<div class="lb-trans"><p>随着 2025 年白宫的更换，不同的主题也可能根据政策和未来增长而出现。</p>
</div><p>&#34;The biggest change was that policy mattered more for markets,&#34; Mazza told Benzinga. &#34;When policy becomes a more direct input, dispersion tends to rise, and real-economy themes get more attention.&#34;</p>
<div class="lb-trans"><p>Mazza 对 Benzinga 说：“最大的变化是政策对市场的影响变得更加重要。当政策成为更直接的输入时，市场的分散性往往会增加，实体经济主题会获得更多关注。”</p>
</div><p>Mazza said the first year of Trump back in the White House reinforced the setup that policy often favors domestic investments, physical infrastructure and productivity gains.</p>
<div class="lb-trans"><p>Mazza 表示，特朗普重返白宫的第一年强化了政策通常有利于国内投资、实体基础设施和生产力提升的局面。</p>
</div><p>&#34;That's generally a good environment for themes tied to real capital spending.&#34;</p>
<div class="lb-trans"><p>“这通常是与实体资本支出相关的主题的良好环境。”</p>
</div><h2>Mazza's 3 Key Themes</h2>
<div class="lb-trans"><h2>Mazza 的三个关键主题</h2>
</div><p>Asked for which Roundhill ETFs may have benefited from Trump's return to the White House or which themes are playing out for investors, Mazz shared three main areas that stood out.</p>
<div class="lb-trans"><p>当被问及哪些 Roundhill ETF 可能从特朗普重返白宫中受益或哪些主题正在为投资者发挥作用时，Mazza 分享了三个突出的主要领域。</p>
</div><p>Mazza picked artificial intelligence, energy security and healthcare as the three themes that have been most notable.</p>
<div class="lb-trans"><p>Mazza 选择了人工智能、能源安全和医疗保健作为三个最显著的主题。</p>
</div><p>&#34;Policy didn't create these trends, but it amplified them and made thematic positioning feel more relevant,&#34; Mazza told Benzinga.</p>
<div class="lb-trans"><p>Mazza 对 Benzinga 说：“政策并没有创造这些趋势，但它放大了这些趋势，使主题定位显得更加相关。”</p>
</div><p>Mazza said thematic ETFs work best when policy creates clear winners and losers.</p>
<div class="lb-trans"><p>Mazza 表示，当政策创造出明确的赢家和输家时，主题 ETF 的效果最佳。</p>
</div><p>&#34;The strongest themes are tied to tangible investment and structural change, not hype.&#34;</p>
<div class="lb-trans"><p>“最强的主题与有形投资和结构性变化相关，而不是炒作。”</p>
</div><p>Here are the three top trends highlighted by Mazza:</p>
<div class="lb-trans"><p>以下是 Mazza 强调的三个主要趋势：</p>
</div><p><strong>Artificial Intelligence:</strong> Mazza said AI is moving into the real conversation.</p>
<div class="lb-trans"><p><strong>人工智能：</strong> Mazza 表示，人工智能正在进入真正的讨论。</p>
</div><p>&#34;AI benefited from actions aimed at accelerating infrastructure and reducing friction around deployment.&#34;</p>
<div class="lb-trans"><p>“人工智能受益于旨在加速基础设施建设和减少部署摩擦的行动。”</p>
</div><p>The Roundhill Investments CEO said investor focus is now shifting to areas of AI, such as automation, robotics, autonomous systems, and AI infrastructure for manufacturing and logistics.</p>
<div class="lb-trans"><p>Roundhill Investments 的首席执行官表示，投资者的关注现在转向人工智能的领域，例如自动化、机器人技术、自动化系统以及制造和物流的人工智能基础设施。</p>
</div><p>While Mazza didn't name specific ETFs for investors to take advantage of this trend, Roundhill has several thematic ETFs benefitting from the AI trend. Here are some of the Roundhill ETFs that could benefit from the AI trade:</p>
<div class="lb-trans"><p>虽然 Mazza 没有具体提到供投资者利用这一趋势的 ETF，但 Roundhill 有几只主题 ETF 受益于人工智能趋势。以下是一些可能受益于人工智能交易的 Roundhill ETF：</p>
</div><ul>
<li><strong>Roundhill Magnificent Seven ETF</strong> (BATS: MAGS)</li>
<li><strong>Roundhill Generative AI &amp; Technology ETF</strong> (NYSE: CHAT)</li>
<li><strong>Roundhill Humanoid Robotics ETF</strong> (BATS: HUMN)</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Roundhill Magnificent Seven ETF</strong> (BATS: MAGS)</li>
<li><strong>Roundhill Generative AI &amp; Technology ETF</strong> (NYSE: CHAT)</li>
<li><strong>Roundhill Humanoid Robotics ETF</strong> (BATS: HUMN)</li>
</ul>
</div><p><strong>Energy Security:</strong> The second key theme for Mazza is energy security, with nuclear becoming back into focus for investors.</p>
<div class="lb-trans"><p><strong>能源安全：</strong> Mazza 的第二个关键主题是能源安全，核能再次成为投资者关注的焦点。</p>
</div><p>&#34;Electricity demand from AI, reshoring, and electrification is pushing nuclear and related supply chains back into the mainstream. This looks like a multi-year capital cycle, not a short-term trade.&#34;</p>
<div class="lb-trans"><p>“来自人工智能、回流生产和电气化的电力需求正在将核能及相关供应链推回主流。这看起来像是一个多年的资本周期，而不是短期交易。”</p>
</div><p>Roundhill offers the <strong>Roundhill Uranium ETF</strong> (BATS: UX) as a way to take advantage of the nuclear/uranium theme.</p>
<div class="lb-trans"><p>Roundhill 提供 <strong>Roundhill Uranium ETF</strong> (BATS: UX) 作为利用核能/铀主题的方式。</p>
</div><p><strong>Healthcare Productivity:</strong> Mazza said the theme of healthcare, particularly pricing and access to GLP-1 drugs, stayed front and center.</p>
<div class="lb-trans"><p><strong>医疗保健生产力：</strong> Mazza 表示，医疗保健主题，特别是 GLP-1 药物的定价和获取，仍然是关注的焦点。</p>
</div><p>&#34;GLP-1 adoption continues to reshape obesity and metabolic health, and the opportunity has broadened well beyond drug developers into the surrounding ecosystem.&#34;</p>
<div class="lb-trans"><p>“GLP-1 的采用继续重塑肥胖和代谢健康，机会已经超越了药物开发者，扩展到周边生态系统。”</p>
</div><p>Roundhill offers the <strong>Roundhill GLP-1 &amp; Weight Loss ETF</strong> (NASDAQ: OZEM) as a pure-play option for investors looking for exposure to weight loss drugs and the companies behind them.</p>
<div class="lb-trans"><p>Roundhill 提供 <strong>Roundhill GLP-1 &amp; Weight Loss ETF</strong> (NASDAQ: OZEM) 作为希望接触减肥药及其背后公司的投资者的纯粹选择。</p>
</div><p><strong>Honorable Mentions:</strong> Outside of the top three trends, Mazza also highlighted space exploration and defense as key themes to watch.</p>
<div class="lb-trans"><p><strong>荣誉提名：</strong> 除了前三个趋势，Mazza 还强调了太空探索和国防作为值得关注的关键主题。</p>
</div><p>&#34;With a framework (albeit early) now in place, there is a clear opportunity for space exploration companies that have the tailwind of supportive U.S. government policy.&#34;</p>
<div class="lb-trans"><p>“随着框架（尽管还很早）现在已经建立，太空探索公司有了明确的机会，得到了美国政府政策的支持。”</p>
</div><p><em>Image via Joey Sussman/Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Joey Sussman/Shutterstock</em></p>
</div>

EXCLUSIVE: Trump 'Amplified' Several Investing Themes – ETF CEO Picks 3 Sectors Benefitting The Most

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独家报道：特朗普 “放大” 了几个投资主题——ETF 首席执行官挑选出受益最大的三个行业