🚀 Overseas funds are ramping up investment in China’s chip sector, and the technology track is sending out a new signal
Global capital’s attention is once again refocusing on China’s semiconductor industry.
Recently, several overseas ETFs have started adjusting their holdings, increasing their focus on Chinese memory-chip companies.
According to data on the Roundhill Memory ETF, which focuses on the memory-chip sector, ChangXin Memory Technologies’ stake accounts for 4.52%, making it the sixth-largest holding in the fund. GigaDevice is also included in the portfolio, with a stake of about 1.16%.
At the same time, Tema ETFs’ actively managed ETF fund, which is based in the United States, has also added ChangXin Memory Technologies to its investment portfolio. Its current stake has reached 7.54%.
The signal behind this is unmistakable:
Over the past few years, the chip industry has experienced cyclical fluctuations, but the development of artificial intelligence, data centers, and intelligent devices has continued to elevate the importance of memory chips.
Capital never looks only at short-term sentiment. Real long-term capital is more concerned with the direction of industry development over the coming years.
Of course, the technology sector will still be accompanied by competition, valuation changes, and cycle shifts. But when overseas funds begin reallocating toward high-quality technology assets, the market often is already looking for the next round of growth opportunities.
Opportunities never appear when everyone is certain—they’re gradually discovered amid disagreement.$BTC $H $CYS #BNB链将激活Pasteur硬分叉
Global capital’s attention is once again refocusing on China’s semiconductor industry.
Recently, several overseas ETFs have started adjusting their holdings, increasing their focus on Chinese memory-chip companies.
According to data on the Roundhill Memory ETF, which focuses on the memory-chip sector, ChangXin Memory Technologies’ stake accounts for 4.52%, making it the sixth-largest holding in the fund. GigaDevice is also included in the portfolio, with a stake of about 1.16%.
At the same time, Tema ETFs’ actively managed ETF fund, which is based in the United States, has also added ChangXin Memory Technologies to its investment portfolio. Its current stake has reached 7.54%.
The signal behind this is unmistakable:
Over the past few years, the chip industry has experienced cyclical fluctuations, but the development of artificial intelligence, data centers, and intelligent devices has continued to elevate the importance of memory chips.
Capital never looks only at short-term sentiment. Real long-term capital is more concerned with the direction of industry development over the coming years.
Of course, the technology sector will still be accompanied by competition, valuation changes, and cycle shifts. But when overseas funds begin reallocating toward high-quality technology assets, the market often is already looking for the next round of growth opportunities.
Opportunities never appear when everyone is certain—they’re gradually discovered amid disagreement.$BTC $H $CYS #BNB链将激活Pasteur硬分叉