This week, China stock ETFs surged as the government introduced new policies to combat economic slowdown. Investors are now wondering if the long-awaited recovery in Chinese stocks has arrived.The iShares MSCI China ETF (MCHI) and iShares China Large-Cap ETF (FXI) gained around 17.4% this week, their best performance ever. Meanwhile, the Invesco China Technology ETF (QQQ) and KraneShares CSI China Internet ETF (KWEB) rose 18.6% and 22%, their biggest gains since 2022. The Deutsche X-trackers Harvest CSI 300 ETF (ASHR) also jumped 16%.Stimulus Policies Drive RallyChina's central bank cut interest rates and reduced the reserve requirement ratio for banks on Tuesday to stimulate growth. It also lowered mortgage rates and down payments for second homes to support the property market. Later, th

感谢@Value_investing深刻的分享. 他重点提到韩国在内存新品的市场地位，以及4个值得关注的ETF，欢迎虎友深度阅读内容，并且也感兴趣该标的的话，可以将ETF加入自选。 1. $iShares MSCI South Korea ETF(EWY)$ 2. $Franklin FTSE South Korea ETF(FLKR)$ 3. $PLUS Korea Defense Industry Index ETF(KDEF)$ 4. $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 核心投资逻辑：内存芯片超级周期 市场格局：内存芯片是高度寡头垄断市场，三星、SK海力士、美光三家公司主导全球供应，其中只有前两家韩国企业供应AI服务器必需的HBM（高带宽内存）芯片。 价格趋势： DDR5（最新DRAM标准）Q1价格预计环比上涨约40% Q2可能进一步上涨20% SK海力士预测HBM市场2025-2030年复合年增长率达33% 深远影响：内存芯片正进入历史性超级周期，而韩国凭借两家全球内存巨头，成为最纯粹的AI主题投资市场。 现代汽车：从车企到科技股的估值重构 年内涨幅达88%，市值超越通用汽车，关键催化剂： CES 2025：波士顿动力的Atlas机器人展示引爆网络（高机动性、工业级感知、自动换电、防水） 重要背景：波士顿动力是Hyundai子公司 商业化路径：Atlas预计