Monthly Commentary on Key Themes – Oct 2023
[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
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[2837] Global X Hang Seng Tech ETF Hang Seng Tech Index recorded a 6.2% loss in September, with oil prices surging and US Treasury yields reaching a historical high. The… By Global X Research
[2845/9845] Global X China EV & Battery ETF Battery production to grow in July: According to the China Automotive Battery Innovation Alliance (CABIA), China’s power battery installation reached 32.2GWh in… By Global X Research
[2845/9845] Global X China EV & Battery ETF According to the China Passenger Car Association (CPCA) data, the July China passenger car vehicle wholesale volume was 2.10mn units (-4.3% MoM/… By Global X Research
[2845/9845] Global X China EV & Battery ETF Battery production to grow in June: China’s power battery installation reached 28.2GWh in May 2023, up 12.3% MoM and 52.1% YoY. In… By Global X Research
[2826/9826] Global X China Cloud Computing ETF According to the Ministry of Industry and Information Technology, China’s software and IT service revenues were up 10.9% year-on-year (YoY) in April 2023,… By Global X Research
Investment Analyst, Marcus Chu, shares his views on the rise of AI in the manufacturing sector. By Marcus Chu
China’s Robotics & AI industry was impacted by recent lockdowns. Investment Analyst, Marcus Chu, reviews the industry in H1 2022. By Marcus Chu
Autonomous driving tech continues to grow at an unprecedented pace. Investment analyst Celia Qiu weighs in on the opportunities. By Celia Qiu
China has long been planning its own “robotics revolution”, as young Chinese firms rise as worthy competitors on the international stage. By Marcus Chu
The autonomous driving industry has been exploring different combinations of sensors to support the development of full self-driving system. In this article we will examine and compare different approaches to… By Edward Chan
As global internet and cloud computing infrastructure continues to improve, cloud gaming (or Gaming-as-a-Service) has emerged to become a new online gaming format. Traditionally, games run locally on a user’s… By Celia Qiu
In this article, we will explore the latest development in camera technology, as well as key players in the industry. Significance of Camera Technology Cameras are the eyes of computers.… By Edward Chan
In this article, we will examine the advantages & weaknesses of the autonomous vehicle industry in China. We will also look at the strategy and progress of leading Chinese solution… By Edward Chan
Autonomous driving is one of the most exciting fields in the next decade. Breakthrough in Artificial Intelligence (AI), build-out of 5G network and advancement in semiconductor technology are leading us… By Edward Chan
Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and thus a key driver of China’s AI industry. Advancement in computing power both at… By Edward Chan
Since the invention of laser over 50 years ago, the technology has revolutionized to a broad range of applications and products across industries. The laser industry now has a complete… By Mirae Asset Asia Pacific Research
We think computer vision technologies will be applied in more areas such as healthcare, autonomous driving, and smart retail, etc.
Computer vision is the largest Artificial Intelligence (AI) sub-segment globally in terms of patents filed and a key driver of China’s AI industry.(Source: CICC 2019) Advancement in computing power both ...
Industry overview To discover investment opportunities around autonomous driving, we must first understand the basic architecture and key players in each segment. A complete system requires intelligence at three ...
We are thrilled to announce that the Global X Hang Seng High Dividend Yield ETF (3110 HK) has reached another milestone! As of August 7, 2024, the AUM of 3110… By Global X Team
The National Integrated Circuit Industry Investment Fund is amassing a pool of capital for its third semiconductor vehicle, having raised over $27 billion* thus far. Referred as the Big Fund,… By Global X Team
On March 13, 2024, the China State Council unveiled new guidelines aimed at encouraging the trade-in of consumer goods in the automotive, home appliance, and furnishings sectors. As per the… By Global X Team
Investor sentiment towards Chinese stocks has gradually improved since the beginning of the year, and many investment themes are showing signs of rebound. Recently, China’s February CPI data achieved positive… By Global X Team
Li Auto recently announced its latest 4th quarter earnings, with a remarkable year-on-year profit surge of 136%*, surpassing expectations. Vehicle delivery estimates for the first quarter of this year indicate… By Global X Team
On February 22, Nvidia reported its latest quarterly earnings, surpassing market expectations and once again showcasing its dominance in the emerging AI chip industry. The Global X Innovative Bluechip Top… By Global X Team
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