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

New York, NY
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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"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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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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We caught @ahern_brendan before he headed to @CNBC to get a quick preview of what he’ll be discussing ahead of this week’s Trump-Xi meeting.   Here’s what’s on our CIO’s radar 👇
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We believe the physical core of AI is being built in Asia. According to Oxford Economics & PwC, 75% of global semiconductor production capacity and material supply is concentrated across Taiwan, South Korea, Japan, and China, and the capital expenditure required to meet AI's growing infrastructure demands could reach $50 trillion by 2050 under an accelerated-growth scenario. Join KraneShares CIO @ahern_brendan and Senior Investment Strategist Derek Yan, CFA, for a discussion on why they believe Asia controls the critical AI bottlenecks, how each market contributes across High Bandwidth Memory (HBM), foundries, packaging, photonics, and equipment, and how $KAIT is designed to potentially capture this opportunity across the AI infrastructure supply chain. Register: kraneshares.com/webinars/asi…
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China's AI models may be becoming the new global stars. Certain US and global technology firms have reported using lower-cost, China-developed large language models (LLMs) for certain applications. We believe this development could significantly benefit China's internet sector by providing AI leaders, including $KWEB holdings $BABA, @Zai_org, @TencentGlobal, and @MiniMax_AI, with a stable and diversified revenue stream. KWEB has also expanded its index methodology to include LLM providers, data center operators, and enterprise cloud firms. We believe these additions reflect the evolution of web-based businesses globally in recent years and mean that KWEB may fully represent AI-enabled internet development in China. Our Summer 2026 China Internet Quarterly Earnings Report breaks down what this means for investors, plus a full subsector analysis and earnings update across KWEB's top 10 holdings. Read the full report: kraneshares.com/reports/summ… KWEB Top 10 Holdings: kraneshares.com/etf/kweb/
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KraneShares retweeted
The market has 50 basis points of hikes priced for this year and another 39 for next. Nancy Davis is taking the under, and she knows it is contrarian. Her read on Warsh is that people heard him wrong. She did not hear him say the bond market is telling them to hike. She heard him say the bond market is doing the work for them, so they do not have to.
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$KOID has arrived at @FutureProof_HQ 🤖 He’s here to talk AI, robotics, ETFs, and maybe test out his comedy skills while he’s at it. Come see us at the KraneShares booth tomorrow. We’ll be here all week long!
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AI doesn't function without infrastructure, and that infrastructure is largely built in Asia. From leading-edge chip manufacturing in Taiwan and high-bandwidth memory in South Korea, to precision equipment in Japan and optical networking in China, the physical foundation of the global AI buildout is concentrated across four markets. And the bottleneck keeps moving. As capacity expands in one area, constraints emerge in another, whether that's High Bandwidth Memory (HBM), advanced packaging, photonics, or power and cooling. $KAIT is designed to provide exposure to the companies based in Asia that are building across these critical layers, aiming to capture the infrastructure opportunity as the next constraint emerges. Read our latest article: kraneshares.com/asia-ai-etf-…
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The humanoid robots at the 2026 World Robot Conference in Beijing may be the most eye-catching part of the story. But behind them is a much larger ecosystem, connecting components, manufacturers, applications, and infrastructure across logistics, retail, and disaster response. China isn't just building robots. It's building the infrastructure to make them work.
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In 2016, AlphaGo made a move so unusual that spectators thought it was a mistake. It wasn't. It was the moment AI demonstrated it could discover strategies outside human intuition. At this year's World Humanoid Robot Games in Beijing, we believe we witnessed something similar in the physical world. Team Tiangong's humanoid robot, competing in the 400m, taught itself an unconventional running motion through reinforcement learning that it was never programmed to do, optimizing for energy, heat, and balance in ways its designers didn't anticipate. The games themselves reflected the broader momentum of the industry: more than four times as many robots competing compared to last year, spanning industrial assembly, hospitality, firefighting, and rescue challenges. $KOID seeks to provide exposure to the full humanoid robotics ecosystem, from the robots themselves to the components and supply chains that enable them. Read our latest article: kraneshares.com/humanoid-rob…
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2026 has been a two-act story for managed futures. Q1 brought an oil spike and a simultaneous selloff in stocks and bonds, a textbook environment for trend-following strategies. Q2 brought the reversal: crude fell on ceasefire optimism, the Dollar surged under a hawkish Fed, and Gold gave back a meaningful portion of its January highs. Through both acts, $KMLM systematically adjusted. Join KraneShares CIO @ahern_brendan and Jerry Prior and David Aspell of Mount Lucas Management for a year-to-date review of how KMLM navigated both environments, where it is positioned heading into the fourth quarter, and why negative equity correlation makes it a differentiated diversifier when traditional portfolios need it most. Register: kraneshares.com/webinars/tre…
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$31.6 TRILLION. That’s how much Oxford Economics thinks the world could spend on AI datacenters through 2050. If AI adoption accelerates? $50 TRILLION. In comparison, the entire US Interstate Highway System cost about $704B in today’s dollars. That means the AI infrastructure bill could be 45–71x larger. But here’s the real question: What companies will power this massive AI infrastructure buildout? Explore the companies we believe are driving the AI infrastructure boom with $KAIT See KAIT’s top 10 holdings and learn more about the fund here: kraneshares.com/etf/kait
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$LUMA holding SOITEC expects photonics wafer revenue to more than double to $200M+ this financial year and expects to lock in ~80% of its capacity deals within two weeks, according to Reuters. UBS estimates that the French semiconductor materials company supplies 95% of global photonics substrates, the core building block for optical chips and transceivers. In simple terms, SOITEC’s technology enables AI systems to communicate more data (via light) than traditional copper-based connections. As AI models and computing clusters scale, data movement is emerging as one of the industry's most significant bottlenecks. Are investors paying enough attention to the materials and technology powering AI’s next phase of growth? SOITEC is 5.44% of LUMA’s portfolio as of 08/28/2026. See LUMA's top 10 holdings and learn more about the fund here: kraneshares.com/etf/luma
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In 2016, AlphaGo made a move no human understood. Move 37 looked like a mistake. It wasn’t. Now, we may be seeing Move 37 happen again, this time in the physical world. Joe and Cole sat down to break down what really happened with the Tiangong Omni robot at the Beijing Humanoid Robot Games, where its unconventional running technique broke all records in the 400m. Was it a mistake? Or did the robot figure out something we hadn’t?
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China isn't just building humanoid robots. It's building an ecosystem around them. Our Cultural Analyst Xiabing saw it firsthand at the 2nd World Humanoid Robot Games in Beijing. 641 of 666 teams were Chinese. 2,056 robots competed across 51 events, with Shanghai-based @AGIBOTofficial alone taking 46 medals, including 18 gold. U.S. teams competed too, but China clearly dominated the field. Could this gap look very different a year from now?
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Two very different approaches to using AI today: @EinsteinoWallSt prefers to do it the old-school way. @GAndersonTrades uses AI for just about everything. Which approach are you using? @WOLF_Financial
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