Niu Niu ETF Lounge | Is the AI Dividend Still Alive? CIO of CSOP Asset Management Unpacks New Opportunities in the Memory Storage Sector!

July's AI-driven market rally was nothing short of an epic financial blockbuster. The memory/storage segment—the bedrock of AI computing power—underwent an intense round of reshuffling.

Amid the turmoil, South Korea’s KOSPI index has plunged roughly 29% from its June peak. Memory giants SK Hynix and Samsung have also tumbled sharply from their all-time highs, with intra-period declines一度 reaching 30% to 50%.

As July draws to a close, the memory storage sector has begun sounding a counterattack—but remains locked in volatile back-and-forth trading.

Currently, the market’s focal point centers squarely on validation of AI-related capital expenditures, shifts in global supply-demand dynamics, and the latest moves by tech giants.

Following the sharp selloff, we can’t help but ask: Has the core investment thesis for the memory storage sector fundamentally changed? What risks and contrarian opportunities lie hidden within this bout of volatility?

On August 5 at 15:00, Niu Niu is honored to host@南方东英资产管理Chief Investment Officer Wang Yi in our live session, offering fellow investors exclusive, in-depth insights! Join us as we cut through the noise, uncover the truth behind recent market moves, and identify strategic opportunities in this turbulent market.

🔥 Sneak Peek of the Live Stream

Whoever controls the bottleneck controls the profit:From the large-model race to the competition for computing power, a deep dive into the core value distribution across the AI supply chain.

Why the AI dividend is shifting eastward:Against the backdrop of surging demand and steady supply, an analysis of Asia's unique advantages.

📅 Live Stream Time:August 5, 15:00

👤 Featured Guest:

– Yi Wang, Chief Investment Officer, CSOP Asset Management

– Senior tech stock investment influencer from NiuNiu Circle @桃桃淘金币

👇 Click the card below to instantly reserve your spot! See you on August 5 at 15:00 in the NiuNiu ETF Lounge!

Bull Bull ETF Lounge | Is the AI dividend still alive? CSOP Asset Management's Chief Investment Officer explores new opportunities in the memory storage industry with you!

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Fellow investors, would you like to learn more about CSOP Asset Management's products? If you have any questions, quickly leave a comment below! Selected questions will be answered live for you!

We welcome everyone to follow CSOP’s Korea-focused ETF suite:

Leveraged and Inverse Products: $CSOP SK Hynix Daily Max (2x) Leveraged Product (07709.HK)$ and $CSOP Samsung Electronics Daily Max (2x) Leveraged Product (07747.HK)$ 、 $CSOP Samsung Electronics Daily Max (-2x) Inverse Product (07347.HK)$ Non-leveraged Broad-based Products: $CSOP KOSPI 200 ETF (03121.HK)$ Tracks the KOSPI 200 Index; cash flow income product: $CSOP KOSPI 200 Covered Call Active ETF (03537.HK)$

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