KWEB: Bullish on Chinese AI Growth Potential
This post provides a detailed bullish thesis for $KWEB (KraneShares CSI China Internet ETF) by highlighting the strong positive sentiment towards AI in China, contrasting it with US concerns. The ETF's top holdings (Alibaba, Tencent, PDD, JD, Baidu) are positioned to benefit from this optimism, supported by amicable regulatory approaches and stimulus measures. This makes $KWEB an interesting play for exposure to the Chinese AI sector, despite acknowledged risks like volatility and trade tensions.