"Investors have been so focused on the semiconductor trade, they're not really thinking about China's role as the world's factory, and therefore an important part of this AI picks and shovels trade," said Brendan Ahern, in a recent interview with CNBC, where he made the case that China's contribution to the global AI supply chain is vastly underappreciated.

Brendan pointed to surging Chinese semiconductor export data as evidence that the story extends well beyond domestic demand, arguing that KSTR and KWEB offer investors a compelling and overlooked entry point as potential green shoots emerge and investor confidence in the space appears to rebuild.

Watch more

This material contains the speakers' opinions. It is provided for informational purposes only and should not be regarded as investment advice or a recommendation of specific securities.

For KWEB standard performance, top 10 holdings, risks, and other fund information, please click here.

For KSTR standard performance, top 10 holdings, risks, and other fund information, please click here.