Shifts in China's ETF Market: From Electric Vehicles to AI and Robotics
The Chinese stock market is showing signs of change with the rebound of tech stocks. In contrast to the ongoing selling trend among retail investors in electric vehicle-related ETFs, 'TIGER China Electric Vehicle SOLACTIVE' saw a 22.99% return over the last three months, although selling continued for principal recovery purposes.
Conversely, 'KODEX China Humanoid Robot' and 'TIGER China Humanoid Robot' have witnessed net purchases of 37.5 billion KRW and 28.4 billion KRW respectively, supported by Chinese government policies promoting AI technology. These two ETFs noted a 24% recent return, capturing market attention and investor sentiment.
TIMEFOLIO Asset Management's 'TIMEFOLIO China AI Tech Active ETF' has also garnered interest, recording a nearing 28% return in the past three months. This ETF invests broadly across China's AI industry, with a strategic focus on key sectors like semiconductors, optical modules, and big tech, resulting in approximately nine-fold growth in AUM. Despite ongoing U.S.-China tensions, this demonstrates the potential growth of China's AI industry, reflecting technological independence and advancement.
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"28% Profit in 3 Months"…TIMEFOLIO China AI ETF Leads in Performance and Scale - Metro NewspaperThe 'TIMEFOLIO China AI Tech Active ETF', managed by TIMEFOLIO Asset Management, has recorded a yield of about 28% over the past three months, ranking among the top in performance among ETFs investing in Chinese AI technology stocks. According to the management company on the 9th, this ETF has been in custody since its listing on May 13, 2025.
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"28% Profit in 3 Months"… TIMEFOLIO China AI ETF Leads in Performance and Scale - Metro NewspaperThe 'TIMEFOLIO China AI Tech Active ETF' managed by TIMEFOLIO Asset Management has recorded a yield of approximately 28% over the past three months, ranking at the top among ETFs investing in Chinese AI technology stocks in terms of performance. According to the management company on the 9th, the ETF has been entrusted since its listing on May 13, 2025.
Middle School Ants Move from Electric Cars to Betting on 'Humanoid Robots' - Kukmin IlboWith the Chinese stock market rebounding, centered on tech stocks, the interest of 'middle school ants' (individual Chinese stock investors) is shifting from electric cars to humanoid robots. While electric vehicle ETFs face selling pressure as soon as prices rise, humanoid robot ETFs are buoyed by hopes of policy support from the Chinese government.
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