{"id":2475,"date":"2026-10-15T12:10:23","date_gmt":"2026-10-15T10:10:23","guid":{"rendered":"https:\/\/www.toutsurmesfinances.com\/actualites\/?p=2475"},"modified":"2026-10-15T12:10:23","modified_gmt":"2026-10-15T10:10:23","slug":"placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts","status":"publish","type":"post","link":"https:\/\/www.toutsurmesfinances.com\/actualites\/a\/placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts","title":{"rendered":"Placements : le th\u00e8me de l’IA n\u2019en n\u2019est qu\u2019\u00e0 ses \u00ab d\u00e9buts \u00bb"},"content":{"rendered":"

Il n\u2019est pas trop tard pour exposer son portefeuille au th\u00e8me de l\u2019intelligence artificielle (IA). C\u2019est en tout cas la position d\u00e9fendue par Salvatore Catalano, directeur commercial pour la France et Monaco de la soci\u00e9t\u00e9 de gestion VanEck, sp\u00e9cialis\u00e9e dans les ETF (fonds indiciels cot\u00e9s), notamment les ETF th\u00e9matiques, consid\u00e9rant qu\u2019\u00ab\u00a0on en est au d\u00e9but\u00a0\u00bb de ce th\u00e8me.<\/p>\n

\u00ab Aujourd’hui, les usages sont concentr\u00e9s sur l\u2019IA g\u00e9n\u00e9rative proprement dite. Demain on va utiliser des agents IA et apr\u00e8s-demain, les agents IA vont utiliser d\u2019autres agents. Cela signifie que la puissance de calcul ne peut qu\u2019augmenter potentiellement dans les ann\u00e9es \u00e0 venir \u00bb, estime-t-il.<\/p>\n

Si l\u2019exposition au th\u00e8me s\u2019est d\u2019abord faite via les fabricants de puces et de semi-conducteurs, il estime qu\u2019il inclut d\u00e9sormais aussi d\u2019autres secteurs tels que l\u2019\u00e9lectrification, le nucl\u00e9aire, les m\u00e9taux strat\u00e9giques et les terres rares, pour r\u00e9pondre aux besoins croissants d\u2019\u00e9nergie li\u00e9s \u00e0 l\u2019utilisation de l\u2019IA.<\/p>\n

Dans cette optique, VanEck propose trois ETF th\u00e9matiques cot\u00e9s sur Euronext Paris\u00a0: VanEck Semiconductor ETF (SMH) qui permet d\u2019investir dans les plus grandes soci\u00e9t\u00e9s de semi-conducteurs cot\u00e9es aux \u00c9tats-Unis, Uranium and Nuclear Technologies ETF (NUCL), qui couvre l\u2019ensemble de la cha\u00eene de valeur de la fili\u00e8re nucl\u00e9aire et Rare Earth and Strategic Metals ETF (REMX), compos\u00e9 de titres de soci\u00e9t\u00e9s tirant au moins 50% de leur chiffre d\u2019affaires de l\u2019industrie des terres rares et des m\u00e9taux strat\u00e9giques.<\/p>\n

OB\/LF<\/p>\n","protected":false},"excerpt":{"rendered":"

D\u2019autres secteurs que les semi-conducteurs devraient profiter de l’essor des agents IA, estime VanEck, tels que le nucl\u00e9aire et les m\u00e9taux strat\u00e9giques et les terres rares.<\/p>\n","protected":false},"author":13709,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2475","post","type-post","status-publish","format-standard","hentry","category-a-la-une"],"acf":[],"yoast_head":"\nPlacements : le th\u00e8me de l'IA n\u2019en n\u2019est qu\u2019\u00e0 ses \u00ab d\u00e9buts \u00bb<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.toutsurmesfinances.com\/actualites\/a\/placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Placements : le th\u00e8me de l'IA n\u2019en n\u2019est qu\u2019\u00e0 ses \u00ab d\u00e9buts \u00bb\" \/>\n<meta property=\"og:description\" content=\"D\u2019autres secteurs que les semi-conducteurs devraient profiter de l'essor des agents IA, estime VanEck, tels que le nucl\u00e9aire et les m\u00e9taux strat\u00e9giques et les terres rares.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.toutsurmesfinances.com\/actualites\/a\/placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts\" \/>\n<meta property=\"og:site_name\" content=\"Actualit\u00e9s\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-15T10:10:23+00:00\" \/>\n<meta name=\"author\" content=\"Olivier Brunet\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Olivier Brunet\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/a\/placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts\",\"url\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/a\/placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts\",\"name\":\"Placements : le th\u00e8me de l'IA n\u2019en n\u2019est qu\u2019\u00e0 ses \u00ab d\u00e9buts \u00bb\",\"isPartOf\":{\"@id\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/#website\"},\"datePublished\":\"2026-10-15T10:10:23+00:00\",\"author\":{\"@id\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/#\/schema\/person\/f3692b3163890cd1408bd0dc68a1b55a\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/a\/placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.toutsurmesfinances.com\/actualites\/a\/placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/a\/placements-le-theme-de-l-ia-nen-nest-qua-ses-debuts#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Placements : le th\u00e8me de l’IA n\u2019en n\u2019est qu\u2019\u00e0 ses \u00ab d\u00e9buts \u00bb\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/#website\",\"url\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/\",\"name\":\"Actualit\u00e9s\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/#\/schema\/person\/f3692b3163890cd1408bd0dc68a1b55a\",\"name\":\"Olivier Brunet\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.toutsurmesfinances.com\/actualites\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/59a19214b7bb3163a27d873fa61f9a80?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/59a19214b7bb3163a27d873fa61f9a80?s=96&d=mm&r=g\",\"caption\":\"Olivier Brunet\"},\"description\":\"Olivier Brunet est cofondateur de\u00a0ToutSurMesFinances.com\u00a0et r\u00e9dacteur en chef sp\u00e9cialis\u00e9 en placements et fiscalit\u00e9\u00a0des particuliers. 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