--- title: "AI VS Tariffs: The \"Seesaw Battle\" in the Post-Holiday Market?" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/226902734.md" description: "Soochow Securities analyzed foreign capital's attitude towards Chinese assets and observed the performance of FXI and KWEB ETFs. During the Spring Festival holiday, although the FXI ETF rose, there was a net outflow of funds, with foreign capital mainly engaging in short-term speculation through derivative instruments. In contrast, the KWEB ETF attracted a significant amount of funds during the same period, with a net inflow on January 29 reaching a new high. This structural preference may influence market performance after the holiday, particularly the technology sector, which may outperform the overall market" datetime: "2025-02-03T01:31:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/226902734.md) - [en](https://longbridge.com/en/news/226902734.md) - [zh-HK](https://longbridge.com/zh-HK/news/226902734.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/226902734.md) | [English](https://longbridge.com/en/news/226902734.md) # AI VS Tariffs: The "Seesaw Battle" in the Post-Holiday Market? Dongxing Securities Co., Ltd.: From a micro perspective, what is the attitude of foreign capital towards Chinese assets? We selected FXI (China Large Cap ETF) and KWEB (KraneShares CSI China Internet ETF) to observe the volume and price performance of both since January. During this year's Spring Festival holiday (from January 27 to 31), although the FXI represented large-cap index ETF rose, the corresponding ETF saw a net outflow of funds, indicating that overseas investments may still primarily engage in short-term sentiment and rebound through derivatives such as options and futures. In contrast, during the same period, the KWEB represented China Internet index indeed experienced a wave of "capital inflow," with a single-day net inflow on January 29 reaching a new high since October 3 of last year. This structural preference exhibited by foreign capital towards Chinese assets is likely to "reflect" after the holiday. For example, after the Hong Kong stock market opens on February 3, **the performance of the Hang Seng Tech Index may outperform the Hang Seng Index**, and the negative impact of tariffs on the tech sector may also weaken, as Deepseek itself is the best example of a "counterattack" against the blockade. ### 相關股票 - [SCS (601555.CN)](https://longbridge.com/zh-HK/quote/601555.CN.md) - [Hbmc (300027.CN)](https://longbridge.com/zh-HK/quote/300027.CN.md) - [Direxion FTSE China Bear 3X (YANG.US)](https://longbridge.com/zh-HK/quote/YANG.US.md) - [XI2CSOPHSTECH (07552.HK)](https://longbridge.com/zh-HK/quote/07552.HK.md) - [Huatai-PB CSOP Hang Seng Technology ETF(QDII) (513130.CN)](https://longbridge.com/zh-HK/quote/513130.CN.md) - [XL2CSOPHSTECH (07226.HK)](https://longbridge.com/zh-HK/quote/07226.HK.md) - [C3.AI (AI.US)](https://longbridge.com/zh-HK/quote/AI.US.md) - [Tongxing (301252.CN)](https://longbridge.com/zh-HK/quote/301252.CN.md) - [Hang Seng TECH Index (STECH.HK)](https://longbridge.com/zh-HK/quote/STECH.HK.md) - [Direxion FTSE China Bull 3X (YINN.US)](https://longbridge.com/zh-HK/quote/YINN.US.md) - [HSTECH ETF (03032.HK)](https://longbridge.com/zh-HK/quote/03032.HK.md) - [Huazhi Digital Media (300426.CN)](https://longbridge.com/zh-HK/quote/300426.CN.md) - [Suochen (688507.CN)](https://longbridge.com/zh-HK/quote/688507.CN.md) - [Skychem Technology (688603.CN)](https://longbridge.com/zh-HK/quote/688603.CN.md) - [CSOP HS TECH (03033.HK)](https://longbridge.com/zh-HK/quote/03033.HK.md) ## 相關資訊與研究 - [Here's How Much $100 Invested In abrdn Physical Silver Shares ETF 10 Years Ago Would Be Worth Today](https://longbridge.com/zh-HK/news/281394387.md) - [BREAKINGVIEWS-SpaceX IPO will gauge market moxie more than depth](https://longbridge.com/zh-HK/news/281406751.md) - [Palantir vs. Oracle: 1 AI Stock Looks Cheap](https://longbridge.com/zh-HK/news/281400403.md) - [BUZZ-Rosenblatt says finding partner for Snap's smart glasses unit tough](https://longbridge.com/zh-HK/news/281357569.md) - [BUZZ-Street View: Nike's turnaround remains work in progress](https://longbridge.com/zh-HK/news/281331333.md)