Korean investors bet big on China's AI sector, buying up $2.8 billion in half a year: A-shares like NAURA Technology Group and Cambricon Technologies are seeing a buying spree

Odaily reported that data shows in the first half of the year, South Korean investors poured a total of $2.819 billion into Chinese assets through two channels — individual stocks and ETFs. A-share purchases surged 130.55% year-on-year, with NAURA Technology Group and Cambricon Technologies ranking among the top by purchase volume. In Hong Kong stocks, Semiconductor Manufacturing International Corporation (SMIC) and MiniMax led in purchase volume. Analysts at Standard Chartered Bank stated that foreign capital’s attitude 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 Technologies ($27.28 million), with Contemporary Amperex Technology Co. Limited (CATL) ranking third ($12.54 million).

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