EXCLUSIVE: AI In China — The Sleeping Giant Awakens? KraneShares Strategist Says We Should Be Paying Attention
EXCLUSIVE: AI In China — The Sleeping Giant Awakens? KraneShares Strategist Says We Should Be Paying Attention
Top holdings of the ETF include While the world focuses on Silicon Valley, one investment strategist is taking heed of China's bold moves in the artificial intelligence space.
当全世界都在关注硅谷时，一位投资策略师正在关注中国在人工智能领域的大胆举措。
What Happened: Derek Yan, a senior investment strategist at KraneShares, spoke to Benzinga about how China's internet giants are laying the groundwork for massive AI adoption.
发生了什么：KraneShares的高级投资策略师德里克·颜向本辛加讲述了中国互联网巨头如何为大规模采用人工智能奠定基础。
U.S. investors can access China AI opportunities through ETFs like the KraneShares Hang Seng TECH Index ETF (NYSE:KTEC). The ETF tracks Hong Kong's 30 largest tech companies, offering exposure to high-growth, innovative sectors like cloud, e-commerce and fintech. It's market cap-weighted with an 8% cap per stock.
美国投资者可以通过KraneShares恒生科技指数ETF（纽约证券交易所代码：KTEC）等ETF获得中国的人工智能机会。该ETF追踪香港30家最大的科技公司，提供云计算、电子商务和金融科技等高增长创新领域的投资机会。它是按市值加权的，每只股票的上限为8％。
Top holdings of the ETF include Alibaba Group Holding Ltd (NYSE:BABA) (NYSE:BABAF), Meituan (OTCPK: MPNGF), Tencent Holdings Ltd (OTCPK: TCEHY), JD.com Inc (NASDAQ:JD), Xiaomi Corp (OTCPK: XIACF) and Kuaishou Technology (OTCPK: KUASF).
该ETF的主要持股量包括阿里巴巴集团控股有限公司（纽约证券交易所代码：BABAF）、美团（场外交易代码：MPNGF）、腾讯控股有限公司（OTCPK：TCEHY）、京东（纳斯达克股票代码：JD）、小米公司（场外交易代码：XIACF）和快手科技（OTCPK：KUASF）。
One way Chinese companies are taking a lead is by training their own models or using open-source ones — particularly in industries like entertainment, marketing and health care, Yan says.
严说，中国公司引领潮流的一种方式是训练自己的模型或使用开源模型，尤其是在娱乐、营销和医疗保健等行业。
The vast pool of data gathered from over a billion internet users is advantageous to companies when training large language models, he adds.
他补充说，在训练大型语言模型时，从超过十亿互联网用户那里收集的大量数据对公司有利。
"China's internet companies have previously proven successful in commercializing new technologies," Yan said, citing the mobile tech boom that fueled the rise of these giants.
严说：“事实证明，中国的互联网公司成功地将新技术商业化，” 他列举了推动这些巨头崛起的移动技术繁荣。
Read Also: China Dominates Global Generative AI Adoption As Local Startups Face Fierce Competition From The Likes Of Alibaba And Baidu
另请阅读：随着本地初创企业面临来自阿里巴巴和百度等公司的激烈竞争，中国在全球生成人工智能的采用中占据主导地位
Why It Matters: China's pace of adoption is nothing short of impressive, the strategist said.
为何重要：该策略师表示，中国的采用速度令人印象深刻。
"Chinese consumers tend to adopt new technology quicker than global peers," Yan said, adding that this agility is evident in how quickly AI is being integrated. Companies like Kuaishou are already seeing success, with their AI model Kling rivaling OpenAI's Sora, he said.
严说：“中国消费者采用新技术的速度往往比全球同行更快，” 他补充说，这种敏捷性体现在人工智能整合的速度上。他说，像快手这样的公司已经取得了成功，他们的人工智能模型Kling可以与OpenAI的Sora相媲美。
By 2025, we'll see big Chinese enterprises adopting AI on a massive scale, Yan said.
严说，到2025年，我们将看到中国大型企业大规模采用人工智能。
The stage is set for generative AI to transform China's business landscape, potentially driving huge growth in earnings for internet companies, in his view.
在他看来，生成式人工智能改变中国商业格局的舞台已经准备就绪，这有可能推动互联网公司收益的巨大增长。
And with AI tools improving customer experience and cost efficiency, it's clear China isn't just catching up — it's preparing to leapfrog into the future.
随着人工智能工具改善客户体验和成本效率，很明显，中国不仅在迎头赶上，还在准备跨越未来。
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Image: Shutterstock
图片：Shutterstock