Toss Securities Research Center Report
'Back from' Series: Washington, D.C. & Texas Edition
Advises Diversified Investment such as ETFs from a Long-Term Perspective
The Toss Securities Research Center, in its report titled "Back from Washington, D.C. & Texas - Promising Industries Identified in the U.S.," suggested paying close attention to the fields of "robotics," "healthcare," and "advanced security." This report highlights key points for investors, based on industrial changes observed during on-site visits to Washington, D.C. and Texas.
Two Closely Intertwined Industries: Robotics and Autonomous Driving
According to the Research Center, while autonomous driving and robotics may appear to be separate industries, they share a similar technological structure in that both use sensors to perceive their environment and artificial intelligence (AI) to make decisions and control actions. Autonomous driving, often referred to as "robots on the road," is ultimately an extension of the robotics industry. The report identified Tesla and Nvidia as companies to watch in this sector. Tesla is applying its autonomous driving technology to the humanoid robot "Optimus," thereby expanding its AI learning experience to robotics, while Nvidia is leading the industry infrastructure by providing integrated AI chips, development platforms, and virtual simulation environments.
Lee Younggon, head of the center, stated, "The robotics industry has significant growth potential, and especially for leading companies, their corporate value is expected to increase, making them highly attractive investment targets." He advised, "From a long-term perspective, diversifying investments can reduce risk, and since this is a field that requires massive capital and continuous investment, it is also important to carefully consider shareholder composition and financial stability."
From Welfare to Strategic Industry: Healthcare as a Core Arena of Hegemonic Competition
The Research Center identified healthcare as a field that the Trump administration views as a core arena of hegemonic competition, on par with AI and semiconductors. The analysis is that healthcare is being recognized not as a welfare policy, but as a national strategic industry. Analyst Lee Jisun commented, "The Trump approach to healthcare is to 'streamline spending, minimize government intervention, and instead foster competition among companies to create patient-centered services,'" adding, "This philosophy is being directly reflected in the Trump administration's healthcare policies."
Within this policy environment, the report projects that pharmaceutical and biotech companies with manufacturing facilities in the U.S. (such as Pfizer and Eli Lilly), Medicare Advantage-focused insurers (like UnitedHealth and Humana), efficient hospital chains, and companies specializing in AI medical devices and automation are likely to benefit from policy support. While there may be short-term uncertainties due to policy shifts, the report anticipates that, in the long run, there will be structural opportunities arising from private sector-led innovation and the industrialization of AI in healthcare.
The Evolution of Security: From Military Power to "Advanced Security"
Finally, the Research Center analyzed that in the U.S., the concept of security has evolved beyond traditional defense to encompass technology, supply chains, data, and the cyber domain, now referred to as "advanced security."
Analyst Han Sangwon emphasized that, from the perspective of advanced security, "space" is by far the most noteworthy field, describing it as a strategic asset directly linked to military power and at the forefront of technological competition.
The Research Center particularly noted that advanced security is a complex area where multiple industries intersect, making it important for investors to identify clear areas of focus. The report introduced ETFs related to security, space, and cybersecurity, which are classified as part of the advanced security sector, and stressed that investing in ETFs rather than concentrating on a single industry could be a practical alternative.
Lee Younggon, head of the Toss Securities Research Center, stated, "The U.S. is now entering a phase of structural transformation, with the industrial landscape shifting, and new opportunities and risks emerging simultaneously." He added, "How deeply and accurately one understands and interprets the direction of U.S. industry during this transition will be a crucial factor in future investment decisions."
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