基金经理Kelly Chung将重点从韩国和台湾转向中国的AI部门, Fund manager Kelly Chung shifts focus to China’s AI sector from South Korea and Taiwan, citing growth potential and better valuations.

亚洲顶尖基金经理Kelly Chung正把重点从韩国和台湾转移到中国的AI部门,自8月以来在这些市场上出售股票,以增加香港上市的中国超大型企业的风险。 Top Asian fund manager Kelly Chung is shifting focus from South Korea and Taiwan to China’s AI sector, selling shares in those markets since August to increase exposure to Chinese hyperscalers listed in Hong Kong. 她引述了中国AI基础设施支出更具吸引力的估值和显著增长潜力, 尽管当前的资本支出与美国相比较低。 She cites more attractive valuations and significant growth potential in China’s AI infrastructure spending, despite lower current capital expenditure compared to the U.S. 这一转移支持了4.9亿美元的资产资金,在过去一年中,这些资产的业绩超过了98%的同行。 The move supports funds with $490 million in assets that have outperformed 98% of peers over the past year. 虽然韩国和台湾在半导体的推动下取得了强劲的收益,但中国的杭生科技指数却落后了,在担心其他亚洲市场的估值可持续性的情况下提供了钟所认为的迫切的长期机会。 While South Korea and Taiwan saw strong gains driven by semiconductors, China’s Hang Seng Tech Index has lagged, offering what Chung sees as a compelling long-term opportunity amid concerns over valuation sustainability in other Asian markets.