Multiple US Stock ETFs Increase Positions in Chinese Chip Stocks

Odaily reported that multiple overseas ETFs are focusing on Chinese chip stocks, signaling a positive trend of international capital increasing allocations to Chinese tech assets. Recently, the Roundhill Memory ETF (DRAM), which focuses on the memory chip supply chain, adjusted its holdings. As of the close on August 14, A-share memory company ChangXin Technology accounted for 4.52% of the fund's weight, ranking as its sixth-largest holding. GigaDevice, which was first included in the fund in June this year, holds a weight of 1.16%. U.S. actively managed ETF institution Tema ETFs recently announced that it has added ChangXin Technology to its Tema Memory ETF (DISK), a product focused on the memory chip industry. As of the close on August 14, the holding ratio stood at 7.54%.