Korean investors are betting on China's AI sector, buying up $2.8 billion worth of assets in six months: A-share stocks like NAURA Technology Group and Cambricon Technologies are being snapped up

According to data, in the first half of the year, Korean investors invested a total of $2.819 billion to snap up Chinese assets through both individual stocks and ETFs: A-share purchases surged by 130.55% year-on-year, with NAURA Technology Group and Cambricon Technologies leading the buying spree. In Hong Kong stocks, Semiconductor Manufacturing International Corporation (SMIC) and MiniMax saw the highest purchase volumes. A Standard Chartered Bank analyst stated bluntly that overseas capital's attitude towards Chinese assets "has fundamentally changed." Among them, semiconductor equipment company NAURA Technology Group topped the purchase list at approximately $33.94 million, followed by Cambricon Technologies ($27.28 million), with Contemporary Amperex Technology Co., Limited (CATL) ($12.54 million) ranking third.

Beyond semiconductors, Korean capital is also spreading to a broader range of computing infrastructure, including servers, data centers, and power and network support. (National Business Daily)