If you only want AI exposure, china stock like Ping An’s version is cleaner. Take Cambricon, for example—it’s an important AI player in China and an AI stock that shouldn’t be missed.AI is hot—not just in the West but also in China. It’s a race to be first, and China has an additional task: building world-class AI capabilities using its own supply chain. That’s a tall order, but we’ve seen companies stepping up and showing sparks of brilliance. The potential is there.
If you prefer to focus on chips and equipment players, then the Global X China Semiconductor ETF would be more suitable. The Ping An CSI AI ETF is less heavy on chips and instead captures the wider AI value chain.
In terms of performance, the Ping An CSI AI ETF trounces the Global X China Robotics and AI ETF over the past year—the former gained 56% while the latter rose by a lower 26%.
Finally , One more advantage: the Ping An CSI AI ETF charges just a 0.2% expense ratio, much cheaper than Global X’s 0.68%.
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