Korean retail investors net bought over $2.8 billion in Chinese AI assets in the first half of the year, with NAURA Technology and Cambricon Technologies as top picks.

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Mars Finance News, July 4, according to data from the Korea Securities Depository's securities information portal website, in the first half of 2026, South Korean investors cumulatively net bought about $2.82B of Chinese assets through both individual stocks and ETFs, among which A-share purchases were about $678 million, a year-on-year surge of 130.55%. Semiconductor equipment company NAURA Technology Group topped the A-share buying list with about $33.94 million, AI chip leader Cambricon followed with $27.28 million, and CATL ranked third. South Korean individual investors are concentratedly buying targets regarded as "China's Nvidia," with the core logic lying in improving profitability and rising expectations for China's self-developed AI semiconductor capabilities. In Hong Kong stocks, SMIC became the most favored Chinese asset among South Korean investors with $85.46 million, AI company MiniMax, listed in January, received about $66.65 million in purchases ranking second, and Alibaba ranked third. ETFs have become an important allocation channel, with ten Chinese asset ETFs receiving a total net purchase of about $209 million in the first half of the year, among which the Global X China Semiconductor ETF topped with about $60.83 million. Standard Chartered Bank analysts stated bluntly that overseas funds' attitude towards Chinese assets "has undergone a fundamental change," shifting from a geopolitical discount perspective to an AI industry value revaluation logic.
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