Group 1 - Since August, overseas investment in Chinese stock ETFs has remained strong, with five major ETFs experiencing net inflows [1][3] - As of August 29, the total asset size of five major overseas Chinese stock ETFs reached $26.6 billion, an increase of approximately $2.3 billion, or nearly 10%, from the end of July [3][4] - The KraneShares China Internet ETF (KWEB) saw its asset size grow to $8.323 billion, up over 9% from $7.617 billion at the end of July, marking a year-to-date increase of approximately 54% [3][4] Group 2 - The iShares MSCI China ETF (MCHI) increased to $7.890 billion, reflecting a growth of over 12% from $7.029 billion at the end of July, and a year-to-date increase of about 45% [5] - The iShares China Large-Cap ETF (FXI) reached $6.647 billion, up 5% from $6.326 billion at the end of July, while the ASHR ETF grew by approximately 13% to $2.334 billion [5] - The Invesco China Technology ETF (CQQQ) also hit a new high for 2023, increasing by about 14% to $1.416 billion [5] Group 3 - Alibaba's Q1 FY2026 report showed a 26% year-on-year increase in cloud revenue, with a record capital expenditure of 38.6 billion yuan [7] - Following positive news from Alibaba, the GraniteShares 2x Long BABA ETF (BABX) experienced a net inflow of $948,000 over three trading days, with its asset size growing over 70% to $13.9 million by the end of August [7] Group 4 - Recent data indicates that active foreign capital began flowing into A-shares in August, with $1.985 million entering from August 14 to August 20 [10] - Passive foreign capital also accelerated its inflow, with $1.32 billion entering Hong Kong stocks and Chinese ADRs, and $960 million flowing into A-shares during the same period [10]
海外中国股票ETF规模大增 国际资金看好中国资产
Zhong Guo Zheng Quan Bao·2025-09-03 04:43