Korean investors are betting on Chinese AI, spending $2.8 billion in six months: A-share stocks like NAURA Technology Group and Cambricon are being snapped up

Odaily Planet Daily News: Data shows that in the first half of the year, Korean investors poured a total of $2.819 billion into Chinese assets through individual stocks and ETFs: A-share purchases surged by 130.55% year-on-year, with NAURA Technology Group and Cambricon ranking among the top in purchase volume; on the Hong Kong stock front, Semiconductor Manufacturing International Corporation (SMIC) and MiniMax led in purchase volume. Standard Chartered Bank analysts stated bluntly that the attitude of foreign capital towards Chinese assets "has fundamentally changed." Among them, semiconductor equipment company NAURA Technology Group topped the purchase volume list with approximately $33.94 million, followed by Cambricon ($27.28 million), and Contemporary Amperex Technology Co. Limited (CATL) ($12.54 million) ranked third.

In addition to semiconductors, Korean funds are also spreading to a broader range of computing power infrastructure, including servers, data centers, and power and network support. (National Business Daily)