Impact of Chinese AI Development on ETF Markets

Despite Trump's tariff policies, the advancement of Chinese AI technology is positively influencing the ETF market. Notably, the development of DeepSeek's AI model has boosted the returns of the 'TIGER China Hang Seng Tech Leverage' ETF, which tracks the Hang Seng Tech index twice, achieving an 11.1% return. This reflects the growing investments in Chinese IT companies, which has also affected the Korean semiconductor market.
Semiconductor ETFs, including Samsung Electronics and SK Hynix, have seen declines, attributed to the impact of Chinese AI models on the domestic and international semiconductor markets. The industry anticipates synergies between AI companies like DeepSeek and China's high-tech industries, indicating potential growth in the Chinese AI sector and increasing investment demand in related stocks.
Moreover, domestic individual investors are capitalizing on the opportunity to buy IT blue chips and ETFs on the Hong Kong stock market. Funds, such as the 'China AMC CSI 300 INDEX ETF', which include China's blue-chip stocks, are garnering attention. This signifies the rising demand for AI-related investments fueled by the progress of AI start-ups, and this momentum is expected to accelerate as tech companies like Xiaomi actively invest in AI development.
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