Julia Wong

North Asia CIO, Nomura International Wealth Management
· tracked since Feb 2026
Calls 1 2 Posts tracked · 0.0/day
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KWEB long -16.8%
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KWEB ×1
EWJ ×1
Recent Calls
KWEB long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 0%
Average Return -16.8% Long Return -16.8% Short Return -
Average Return
7d -0.3%
30d -6.6%
90d -10.9%
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Thesis
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KWEB KraneSha... KraneShares CSI Chi...
Long
Feb 13
$32.79
-16.8%
Chinese tech valuations are low. The country is focusing on "Industrial Robotics" and a "whole economy approach" to AI rather than just consumer chatbots. While the U.S. worries about AI monetization in software, China is integrating AI into manufacturing (hard assets). This creates a productivity lift that is currently unpriced in the beaten-down valuations of Chinese tech giants. LONG. A contrarian value play on AI implementation in the industrial sector. Geopolitical sanctions (e.g., U.S. action against DeepSeek) or trade war escalation under the Trump administration.
Chinese tech valuations are low. The country is focusing on "Industrial Robotics" and a "whole economy approach" to AI rather than just consumer chatbots. While the U.S. worries about AI monetization in software, China is integrating AI into manufacturing (hard assets). This creates a productivity lift that is currently unpriced in the beaten-down valuations of Chinese tech giants. LONG. A contrarian value play on AI implementation in the industrial sector. Geopolitical sanctions (e.g., U.S. action against DeepSeek) or trade war escalation under the Trump administration.
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