Rising Trends in Chinese Stock Market and ETF Performance
This month, the domestic ETF market showed significant gains centered around Chinese tech stocks. Notably, Korea Investment Management's 'ACE China Sci-Tech Innovation Board STAR50' ETF achieved an impressive 30% return, drawing considerable attention. This performance reflects positive expectations in the Chinese semiconductor value chain and the impact of the Chinese government's 'AI+ Action Plan' on the development of the AI industry.
The Chinese stock market continues to surge, bolstered by economic policies and eased geopolitical risks, with the Shanghai Composite Index reaching a ten-year high. Consequently, ETFs related to China have seen substantial gains; however, in contrast to this growth, steel and defense sector ETFs have suffered declining returns due to reduced global demand and delayed industry recovery.
This week's ETF market saw 'ACE China Sci-Tech Innovation Board STAR50' record the highest increase, rising 11.69% excluding leverage. This ETF tracks the STAR50 index, comprising leading tech enterprises on the Shanghai Sci-Tech innovation board. 'SOL Shipping TOP3 Plus Leverage' ETF also registered the highest raised return, with a 14.86% increase including leverage. Additionally, the listing of six new ETFs this week is noteworthy.
Attention to the PCE price index is growing, with speculation that the void in Nvidia's Chinese demand could be offset by AI infrastructure needs. This speculation indicates strong government policy expectations for AI industry growth, pointing towards robust investment sentiment expected to persist around major US and Chinese big tech firms, linked with diverse ETF strategies.
Related ETF
Related News
[ETF of the Week] Korea Investment Trust Management's 'ACE China STAR50' Increases Over 11%, Ranking First in Growth Rate, Continued Strength in Chinese Stock Market - Business Post[ETF of the Week] Korea Investment Trust Management's 'ACE China STAR50' Increases Over 11%, Ranking First in Growth Rate, Continued Strength in Chinese Stock Market
Related ETF
August ETF Dominated by China... Influenced by Shanghai Composite Index's Highest in 10 Years - Energy Economy NewspaperOf the top 10 highest-returning ETFs in August, 9 are related to Chinese products. The Chinese stock market is continuing its upward trend, with the Shanghai Composite Index reaching its highest point in 10 years. For a while...
Chinese Tech ETFs Sweep August…Local Market Sees Opportunities in AI Glasses, Cameras, and Robots - Yonhap InfomaxThis month, the domestic exchange-traded fund (ETF) market was dominated by Chinese tech stock products. Expectations for value chains centered around DeepSeek and advanced industry policies drove up stock prices. China's attention is on AI-applied hardware such as glasses, cameras, and robots, as well as infrastructure-related components like server power devices. According to Yonhap Infomax Market Monitor Korea (screen number 1844) on the 29th, eight out of the top ten ETFs with the highest returns over the past month were related to Chinese, particularly Chinese tech companies. Additionally, all top five performing products were Chinese tech ETFs.
Related ETF
[In-depth Analysis] What are the ETF Investment Ideas for the Second Half Amid FOMC Volatility? - Money Today(Host) Lee Hye-rim, Money Today Broadcasting Anchor (Guest) Park Seung-jin / Head of Overseas Stock Analysis Department, Hana Securities Research Center Q. Market attention shifts to the PCE Price Index... What is the stock market direction? Q. Does NVIDIA offset the demand gap in China... Is AI infrastructure demand still strong? - This year, NVIDIA Fixed Tech ETF and Palantir Value ETF listed - From a demand confirmation perspective... A positive approach strategy is valid Q. Figma, Circle, etc...