早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 辛巴宣布退出直播行业 8月18日晚，主播辛巴在直播中表示，"跟大家做个告别，从今天开始辛巴再无能力承载直播这份工作，今天正式宣布退出直播行业。"此后，由他 妻子初瑞雪接管辛选集团管理权。公开信息显示，此前辛巴已有四次"退网"相关言论：2020年4月，与主播散打哥发生冲突后，两人同时发文"无 限期退网"；2021年4月，在直播中称"被资本、流量打败了""臣退了"；2023年11月前后，称"打算逐步退居幕后"；2024年4月，因被数次封号，对 外称"将退役"。 ChatGPT移动应用已创造20亿美元收入 8月18日消息，近日，应用情报提供商Appfigures的最新分析显示，自2023年5月推出以来，ChatGPT的iOS和Android应用在全球的收入已达到20亿 美元。分析显示，这一数字约为ChatGPT竞争对手（包括Claude、Copilot和Grok）在移动端总收入的30倍。数据显示，今年迄今为止，ChatGPT的 移动应用已实现收入13.5亿美元，较2024年同期（1月至7月）的 ...

Core Insights - Investor sentiment towards Chinese assets is gradually improving, particularly in sectors like internet and artificial intelligence, leading to a noticeable rebound in certain Chinese stocks and related thematic funds since the beginning of the year [1][3] - Institutional investors are reassessing the weight of Chinese assets in their global allocations, especially in the context of high valuations in the US stock market, sustained high interest rates, and ongoing geopolitical risks [1][3] - The rise of artificial intelligence is reshaping the global investment landscape, with a rapid expansion of the AI industry chain driving a new round of capital reallocation [1][8] Company Overview - KraneShares was founded approximately 12 years ago by Jonathan Krane, who aimed to educate global institutional investors about investing in China [2] Performance of KWEB - KWEB, a flagship ETF of KraneShares, has seen a 20% increase since the beginning of the year, attributed to the recognition of undervalued Chinese assets and renewed confidence in China's growth prospects [3][4] - Major contributors to KWEB's performance include leading companies like Alibaba, Tencent, and NetEase, with recovery in gaming and advertising sectors, as well as strong AI-related spending [4] Misconceptions about Chinese Investments - A significant misconception among US investors is the neglect of investment opportunities in China due to market volatility over the past three years [5] - Hedge funds have been among the first to recognize the potential in the Chinese market, contrasting with pension funds that may still be influenced by political factors [5] Risks of Chinese Stocks - The risk of delisting for Chinese stocks has been a topic of discussion for years, but ongoing cooperation in audit regulation has strengthened global investor confidence [7] - KraneShares has proactively managed risks by shifting most of KWEB's holdings to the Hong Kong market, which has seen improving liquidity and investor recognition [7] AI-Themed Investment Strategy - KraneShares has launched an AI-themed ETF, AGIX, which focuses on identifying core companies in the AI industry and includes investments in both public and private companies [8][9] - AGIX aims to provide a comprehensive investment channel in the AI sector, with about 50% of its holdings being quality stocks not included in the Nasdaq 100 index [8][9] Global Investor Sentiment - Global institutional investors are increasingly considering risk diversification in their portfolios, moving away from a heavy concentration in US stocks [12] - There is a trend towards reallocating investments within the US market to achieve diversification while maintaining focus on AI growth [12] Emerging Markets for AI - While the US remains a primary focus for AI investments, other regions like Germany, the Netherlands, and Canada are also emerging as significant players in the AI space [13][14] - Many promising AI companies outside the Nasdaq 100 index are being integrated into investment portfolios, highlighting the need for detailed selection of future trend representatives [14]