In recent times, South Korean investors have been steadily ramping up their investments in China’s hard technology assets. Data indicates that over the past month, leading names such as Cambricon, Megmeet, the ChinaAMC Robotics ETF, CATL, and others have emerged as the most sought-after A-share targets among South Korean investors. Notably, Cambricon, a frontrunner in AI chips, has witnessed net purchases nearing $20 million. Concurrently, several China-focused technology ETFs listed in the U.S. have also seen a notable influx of funds.
Foreign institutions are of the opinion that China’s technology sector presents substantial growth prospects and considerable valuation advantages, positioning it as a coveted asset within global portfolio allocations. As a result, overseas funds are swiftly expanding their presence to partake in the dividends yielded by the growth of China’s technology industry.
