Svmuu News: Data shows that in the first half of the year, South Korean investors poured a cumulative $2.819 billion into Chinese assets through both individual stocks and ETFs: Purchases of A-shares surged 130.55% year-over-year, with Northern HuaChuang and Cambricon ranking among the top in terms of purchase volume; In the Hong Kong stock market, SMIC and MiniMax led in purchase volume. A Standard Chartered Bank analyst stated bluntly that overseas investors’ attitude toward Chinese assets “has undergone a fundamental shift.” Among them, semiconductor equipment company Northern HuaChuang topped the list with approximately $33.94 million in purchases, with Cambricon ($27.28 million) close behind and CATL ($12.54 million) in third place.
Beyond semiconductors, South Korean capital is also spreading to a broader range of computing infrastructure, including servers, data centers, and power and network support facilities. (Everyday Economic News)