China Southern CSI Semiconductor Industry Custom ETF

159325

512760

09888

Baidu's stock rose 3.38% to $154.74 as its Ernie AI assistant surpassed 200 million users, reflecting significant growth in AI adoption. The company is also preparing for a Hong Kong IPO of its Kunlunxin chip unit, aiming to raise up to $2 billion. This strategic move is seen as essential for enhancing funding and accountability in the face of increasing competition and export restrictions on AI technology. Analysts predict substantial growth in Baidu's chip revenue, with projections of a sixfold increase by 2026.

- Baidu Inc. stock increased as the company reported over 200 million monthly active users for its Ernie AI assistant, which integrates with various platforms for user services.  
- Additionally, Baidu is preparing a Hong Kong IPO for its AI chip unit, Kunlunxin, aiming to raise up to $2 billion to enhance funding and accountability.  
- Analysts anticipate Kunlunxin's growth in the AI chip market, potentially increasing Baidu's chip revenue sixfold by 2026.

benzinga_article

Guotai CES Semiconductor Chip Industry ETF

BIDU-SW

Why Is Baidu Stock Trading Higher Today?

159998

512480

00485

Huawei, other Chinese tech companies expected to be affected by new restrictions

marketscreener

Tianhong CSI Computer Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

CHINASINOSTAR

Huawei, other Chinese tech companies expected to be affected by new restrictions

SOXX

588170

159995

For the Chinese market, investor sentiment has reached a new high in the survey, with AI and semiconductors becoming the core allocation theme. The Indian market has shifted from a slight overweight last month to a net 8% slight underweight, possibly reflecting investor disappointment over the delay in its trade agreement with the United States. Overall, the semiconductor sector continues to dominate investor preference, with 54% of respondents overweighting this sector, the highest among all industries

- The latest Bank of America Asia Fund Manager Survey indicates a significant shift in regional market sentiment, with Japan remaining favored for 27 consecutive months.  
- China shows renewed optimism, with investor sentiment regarding its economic outlook at a record high since the survey began, while India has shifted from slight overweight to slight underweight.  
- Semiconductor preferences dominate, with 54% overweighting the sector, reflecting expectations of a strengthening semiconductor cycle, although Indian market cooling seems linked to delays in U.S. trade agreements.

Wallstreetcn

iShares MSCI China

iShares Semiconductor ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

China Merchants CSI Semiconductor Industry ETF

Invesco Semiconductors ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

VanEck Semiconductor ETF

Harvest SSE STAR Chip ETF

Guotai CSI All Share Integrated Circuit ETF

ChinaAMC Guozheng Semiconductor Chip ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Bank of America Asia Fund Manager Survey: India Loses Favor, China's Narrative Reverses, Semiconductors Remain the "Most Attractive"

DB HiTek Co Ltd :DB HITEK: TO DIVEST 26 BILLION WON WORTH OF OWN SHARES

Reuters

Db Hitek To Divest 26 Billion Won Worth Of Own Shares

Venture capitalist Vinod Khosla argues that real demand for AI should be measured by API calls rather than stock prices, which he believes reflect investor psychology. He compares the current AI landscape to the dot-com era, emphasizing that the number of API calls indicates actual usage and utility of AI technology. Khosla dismisses Wall Street's focus on stock valuations as irrelevant. Meanwhile, investor opinions are divided, with some fearing a bubble in AI, while others, like RBC Capital Markets, maintain a positive outlook on semiconductor demand related to AI development.

FT Nasdq AI & Robotics

Global X Cloud Computing ETF

Spdr Select Tech

SPDR S&P Software

Invesco PHLX Semiconductor ETF

Franklin Exponential Data ETF

iShares Future AI & Tech ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

iShares Expanded Tech Software Sector ETF

Global X Robotics & Artificial

Global X Data Center & Dgtl Infrs ETF

Proshares Big Data Refiners ETF

Vinod Khosla On AI Bubble Fears: 'People Equate Bubble To Stock Prices,' But Real Demand Is In API Calls

Chinese Chip Companies Dominate Top 10 AI Firms in 2025

GF Fund CSI Semiconductor Material Equipment Theme ETF

SENSETIME-W

Ping An CSI Artificial Intelligence ETF

BIREN TECH

E Fund Artificial Intelligence ETF

Redwall

Hwabao WP SSE STAR Artificial Intelligence ETF

Cambricon

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

Chinese Chip Companies Dominate Top 10 AI Firms in 2025

Geopolitical tensions are rising as Trump threatens tariffs on eight European countries over their opposition to US control of Greenland. The tariffs will start at 10% on February 1 and increase to 25% by June unless a deal is reached. This erratic policy is affecting risk sentiment, with precious metals rising and the dollar struggling. US stocks are facing challenges, particularly in the tech sector, as AI valuation concerns emerge. US futures are down, indicating a rough start, while European stocks may have better recovery potential after recent highs.

Investinglive

Dow Jones U.S. Index

Guggenheim DJIA Ave Div

ChinaAMC Gold ETF

Bosera S&P 500 ETF

VanEck Junior Gold Miners ETF

Newmont

Agnico Eagle Mines

Ark Innovation ETF

Invesco Db Precious Metals ETF

ZHONGJIN GOLD

Ps S&P Low Vol

GLOBAL X Gold Explorers

SD-GOLD

First Trust Cloud Computing

iShares Copper and Metals Mining ETF

S&P 500

VG Growth

Abrdn Gold ETF Trust

iShares Dow Jones US

SPDR Gold Shares

Abrdn Silver ETF Trust

iShares MSCI USA Value Factor ETF

The risk mood keeps on the defensive as we look towards European morning trade

SK Hynix is transforming the global memory market by focusing on high bandwidth memory (HBM) for AI infrastructure, investing $13 billion in a new facility in Cheongju, South Korea. This facility will enhance their production capabilities and solidify their market leadership, controlling over 60% of the premium HBM market by 2026. The shift towards HBM has led to a reduction in standard memory production, causing shortages and price increases in standard DDR5 modules. Unlike previous cycles, the current demand is driven by long-term investments in AI, with SK Hynix's HBM production for 2026 already sold out.

EE Times

First Trust Nasdaq Food & Semicon

XL2CSOPHYNIX

How SK Hynix Redefined the Memory Market

Gotvoom successfully hosted a VIP suite exhibition at CES 2026, focusing on AI-driven consumer hardware and global market expansion. The event facilitated discussions among media, retailers, and partners, enhancing Gotvoom's position as a leader in AI hardware. Showcasing a range of innovative products, the exhibition validated market readiness and initiated partnerships. Hofan Group's COO emphasized the need for systems to scale innovation globally. Gotvoom aims to connect disruptive AI hardware with retail and media, driving the next generation of consumer technology.

fidelity

Guotai CSI Computer Theme ETF

China Southern CSI All Share Real Estate ETF

ISHRS S&P Glb It

Inside Gotvoom's CES 2026 VIP Suite: Why Retailers Are Looking Beyond the CES Floor

06687

CICC Starts JST Group at Outperform with HK$41 Price Target

JST GROUP

CICC Starts JST Group at Outperform with HK$41 Price Target

China Southern CSI Semiconductor Industry Custom ETF(159325.SZ)

Why Is Baidu Stock Trading Higher Today?

Huawei, other Chinese tech companies expected to be affected by new restrictions

Bank of America Asia Fund Manager Survey: India Loses Favor, China's Narrative Reverses, Semiconductors Remain the "Most Attractive"

Db Hitek To Divest 26 Billion Won Worth Of Own Shares

Vinod Khosla On AI Bubble Fears: 'People Equate Bubble To Stock Prices,' But Real Demand Is In API Calls