China & emerging tech exposure ($KWEB, $AGIX, $KOID) + insights for forward-looking investors. Prospectus & disclosures: bit.ly/1dpbgsD

New York, NY
Three potential AI spin-offs could put China’s tech giants in focus... @AlibabaGroup T-Head AI chip unit, @Baidu_Inc Kunlun AI chip business and Kuaishou’s Kling AI video unit are three potential catalysts to watch. Kling is reportedly targeting a Hong Kong listing in Q1 2027, while November earnings could bring more clarity on the broader pipeline. Separate listings could also give investors a clearer picture of what these AI businesses are worth, potentially unlocking value that is harder to see within their much larger parent companies. Three to watch for $KWEB See KWEB’s top 10 holdings and learn more about the fund here: kraneshares.com/kweb
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Dr. Xiaolin Chen recently joined @CGTNEurope to discuss China’s yuan exchange rate policy. @Dr_XiaolinChen explained that the yuan’s value reflects market forces, economic growth, and interest rate differentials, rather than deliberate devaluation to boost exports. She also highlighted the role of high-tech exports and domestic demand in shaping China’s trade balance. Watch: kraneshares.eu/dr-xiaolin-ch…
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This past August, a humanoid robot ran 100 meters faster than Usain Bolt’s world record. The physical hardware of humanoid robotics is advancing rapidly. Motors, actuators, sensors, and control systems are all improving, while costs are falling. But watching a humanoid sprint is very different from asking one to clean an unfamiliar kitchen. The real breakthrough, physical AI’s "ChatGPT moment", will arrive when a robot can walk into an environment it has never seen, understand what needs to be done, and adapt when something goes wrong. The race to build the generalist robot brain is well underway, with Google DeepMind, Physical Intelligence, and Tesla pursuing very different paths to get there. For investors, the shift toward intelligence doesn’t eliminate the hardware opportunity. It could potentially accelerate it. $KOID is designed to provide exposure across both parts of physical AI, the body and the brain, and the technologies connecting them. Read our latest article: kraneshares.com/when-will-ph… For KOID’s top ten holdings: kraneshares.com/etf/koid/
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One of China’s most closely watched AI companies is preparing for a potential IPO on Shanghai’s STAR Market... DeepSeek’s IPO could mark the next phase of China’s AI boom, as it prepares to enter a market already home to leading semiconductor and robotics companies like CXMT and Unitree. At a potential $75 billion valuation, DeepSeek could become the fifth-largest company listed on the STAR Market, based on September 28, 2026 market prices. $KSTR tracks the STAR 50 Index, giving investors exposure to companies listed on the STAR Market. Due to its size, DeepSeek could be eligible for the STAR Market’s fast-track inclusion process, potentially giving it a quicker path into major indexes. Learn more about DeepSeek’s potential IPO and what DeepSeek’s potential IPO could mean for KSTR here: A Complete Guide to DeepSeek’s 2026 IPO: What It Means For China ETF KSTR - KraneShares $KSTR does not hold DeepSeek as of 10/7/26. An IPO and future inclusion in KSTR are not assured. Holdings are subject to change. Top 10 holdings: kraneshares.com/kstr
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Chongqing looks like a city from a video game: trains through skyscrapers, highways stacked 5 stories high, neighborhoods built straight up mountainsides. It's not just an aesthetic. With 90%+ of its land covered by mountains, Chongqing had no choice but to build differently. The result? One of China's most fascinating and unique cities. Watch as Xiabing Su explores how geography became Chongqing's greatest advantage.
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China's stock market has seen a deep divergence in 2026. Mainland hardware technology stocks have delivered solid performance, while internet and consumer platforms have sold off despite their strong relevance to the AI story. Meanwhile, China's IPO pipeline is filling up fast. After CXMT and @UnitreeRobotics made their debuts, Yangtze Memory (YMTC), @deepseek_ai, @Kimi_Moonshot, and others are still to come. Could a peaking capex cycle drive a profitability rebound for internet giants like $BABA, and could that spark a re-rating? Join KraneShares CIO @ahern_brendan and Head of International @Dr_XiaolinChen for a Q3 update on China's market, the upcoming IPO pipeline, and how $KWEB and $KSTR seek to capture both sides of the opportunity. Register: kraneshares.com/webinars/chi…
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"Actuators will be the GPUs of tomorrow. GPUs are in short supply right now, but actuators are the future," Derek Yan told @SergeBerger on the Steady Wealth Podcast from KraneShares' Switzerland event, From Digital to Physical AI: Humanoids, China AI, & Emerging Technologies. Derek discussed the shift from digital to physical AI alongside a live robot demonstration and made the case that we may be approaching a ChatGPT-style inflection point for humanoid robotics and highlighted $KOID as a way to capture the full physical AI ecosystem, from the brain and integrators down to the critical components like actuators and harmonic drives that represent today's biggest production bottleneck. He also pointed to $AGIX as the vehicle bringing private AI leaders like @Anthropic into an ETF wrapper. Thank you, Serge, for having us on! Watch: kraneshares.com/ai-is-about-… KOID: kraneshares.com/etf/koid/ AGIX: kraneshares.com/etf/agix/
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1/6: 75% of semiconductor production capacity and material supply is concentrated in Asia. And when you look at where the biggest AI infrastructure bottlenecks are, four countries stand out: Taiwan. Korea. China. Japan. Each plays a different role in building the infrastructure AI needs to scale. Let’s break down how KAIT gets exposure to all four markets and the role each plays in the AI buildout:
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Taking all this into consideration, AI may be built around U.S. hyperscalers, but the infrastructure powering it is far more global. Taiwan, Korea, China and Japan each control critical pieces of the AI supply chain, from advanced chips and HBM to optical networking, equipment and materials. For investors already heavily exposed to U.S. semiconductor companies, that creates a very different source of AI exposure. That’s the idea behind KAIT: complementing traditional U.S.-centric AI exposure with access to the companies building the infrastructure across Asia. Here’s a look at KAIT’s top 10 holdings 👇 6/6
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Holdings are subject to change. Learn more about KAIT here: kraneshares.com/kait
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"We estimate AI and cloud services are now about 18% of overall revenue for our $KWEB portfolio companies, up from less than 10% just one quarter ago," KraneShares Senior Investment Strategist Henry Greene told @sam_vadas on @SchwabNetwork. Henry discussed the latest developments in China's AI sector, including $BABA's new chip, the updated Qwen model, and Chinese data center expansion plans through 2032. Henry argued that Chinese AI models are gaining real commercial adoption, with U.S. companies, including Airbnb, turning to cheaper Chinese alternatives like Alibaba's Qwen, and that this shift in the market could potentially benefit the profitability of companies held in KWEB. Watch: kraneshares.com/inside-the-u… For KWEB Top 10 Holdings: kraneshares.com/etf/kweb/
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We're pleased to announce the launch of the KraneShares Actuator ETF (Ticker: $TORK) on the @NasdaqExchange. Actuators are the muscles and joints of robots, enabling them to perform complex, precise tasks. With humanoid robots requiring dozens of actuators per unit and actuators accounting for more than half of each robot's bill of materials, they represent one of the most critical bottlenecks in the physical AI supply chain. TORK seeks to provide exposure to public and private companies worldwide that build actuators and their key components, including electric motors, precision gearboxes, controllers, and sensors, across robotics, aerospace, advanced manufacturing, and medical equipment. TORK complements $KOID, our humanoid robotics ETF, in our growing suite of emerging technology ETFs. Read the full press release: kraneshares.com/kraneshares-…
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Paolo Iurcotta recently joined Andrea Franceschi on @sole24ore's Market Mover podcast on 21 September to discuss the evolving humanoid robotics market. He explored the sector’s growth prospects, opportunities for investors, and the potential risks and bottlenecks shaping its development, including what @UnitreeRobotics' record-breaking IPO reveals about the current state of the market. Listen: kraneshares.eu/humanoid-robo…
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$0.18 vs. around $4 per million tokens... That’s the price gap between some China-based LLMs and leading U.S. models. For coding assistants, customer service, enterprise search and internal automation, the most expensive model may not be necessary for every workload. It raises a simple question: do businesses need a Ferrari for every trip to the grocery store? China’s LLM providers are offering open-weight models that can be customized, fine-tuned internally and run on a company’s own infrastructure.
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"You're seeing, particularly in the options market, a lot of call options in $KWEB, people are expecting a potentially better than anticipated outcome," KraneShares CIO @ahern_brendan told @TheDomino on @ETFEdgeCNBC ahead of President Trump's meeting with President Xi. Brendan discussed the investment case for China across both macro and AI angles, highlighting the KraneShares CSI China Internet ETF (Ticker: KWEB) as a direct play on China's AI hyperscalers, including $BABA, @TencentGlobal, and $BIDU on cloud, alongside large language model names like @Zai_org and @MiniMax_AI, while also noting that the semiconductor companies held in the KraneShares China Technology & Semiconductor STAR 50 Index ETF (Ticker: $KSTR) may be directly benefiting from China's AI hyperscaler buildout. Watch: kraneshares.com/kraneshares-… For KWEB Top 10 Holdings: kraneshares.com/etf/kweb/ For KSTR Top 10 Holdings: kraneshares.com/etf/kstr/
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Dr. Xiaolin Chen recently joined @AnnalisaLospi on @classcnbc to discuss China’s green energy transition, the role of green bonds and banks, and how the country is putting the green transition at the heart of its economic agenda. @Dr_XiaolinChen Watch: kraneshares.eu/chinas-green-…
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