【In-Depth Analysis of Korean Equities – Live Stream Reservation】CSOP Asset Management's Chief Investment Officer Explores Investment Opportunities in Asia's Memory Industry and AI Bottleneck Plays

Global tech markets experienced turbulence in July. At the beginning of the month,$Meta Platforms (META.US)$ a 'ghost story' became the butterfly effect triggering volatility across global semiconductor markets. Although the significant gains accumulated in the Japanese, Korean, and ** markets during the first half were heavily eroded by market sentiment in July, looking at year-to-date performance as of the end of July,the KOSPI Composite Index $KOSPI (LIST92074.KR)$It remains one of the world’s best-performing regional markets this year, with a gain of 56.51%.Amid surging demand and supply bottlenecks, the epicenter of the global AI boom continues shifting eastward.

Behind this round of market volatility, the fundamental drivers for memory chips remain intact—The price uptrend is still ongoing.Since the beginning of this year, DDR4 prices have continued to accelerate upward, DRAM prices have doubled year-to-date, and NAND prices have surged by more than two-fold cumulatively.

So, how much further can the memory sector run? And where exactly are the bottlenecks? Tomorrow, we’re honored to inviteWang Yi, Chief Investment Officer of CSOP Asset Managementto provide NiuNiu Circle investors with an exclusive analysis—cutting through the noise to clarify investment opportunities in Asia’s memory industry and strategic positioning amid AI-related bottlenecks.

In this live session, we’ll join Futu to delve into the following topics:

1. From the large-model race to the battle for computing power: whoever controls the bottleneck captures the profits;
2. Amid surging demand and steady supply, why is the epicenter of the global AI boom shifting eastward;
3. CSOP’s suite of Korea equity exposure tools: underlying logic and market conditions for application.

CSOP Korea Equity ETF Series

Leveraged and Inverse Products: $CSOP SK Hynix Daily Max (2x) Leveraged Product (07709.HK)$ and$CSOP Samsung Electronics Daily Max (2x) Leveraged Product (07747.HK)$ 、$CSOP Samsung Electronics Daily Max (-2x) Inverse Product (07347.HK)$ As the world’s first leveraged and inverse single-stock Korea equity products—and also the largest globally—these amplify the returns of the underlying index using leverage.

Non-leveraged Broad-based Products: $CSOP KOSPI 200 ETF (03121.HK)$ Tracks the KOSPI 200 Index, serving as a passive investment tool for Korean equities, suitable for investors who believe Korean stocks have rallied too far to chase and are wary of high volatility in individual stocks.

Cash Flow–Focused Income Products: $CSOP KOSPI 200 Covered Call Active ETF (03537.HK)$ Designed to generate monthly distributions^ for cash flow and volatility mitigation, ideal for range-bound, choppy markets—greater market volatility leads to higher option premiums collected from writing call options.

During periods of extreme market sentiment volatility, we hope to join you in returning to fundamentals and clarifying “what’s changing and what isn’t.”

Welcome to reserve your spot for tomorrow's live stream at 3:00 PM—see you in the直播间!

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Source: BBG, as of 2026/08/03

^Distribution yield is not guaranteed and is determined at the discretion of the fund manager on a monthly basis. Distributions may be paid out of capital or effectively from capital, which amounts to a partial return of investors’ principal/capital gains and may result in an immediate reduction in the fund’s net asset value. A positive distribution yield does not imply positive returns.

Disclaimer and Important Notes

The product(s) described herein have been authorized by the Securities and Futures Commission of Hong Kong (the “SFC”). Such authorization does not constitute an official recommendation by the SFC.

This document is for general reference only and does not constitute investment advice or any form of recommendation, nor should it be construed as an offer or solicitation to invest in any investment product. For investment advice, please consult your professional legal, tax, and financial advisors.

Investing involves risks. Past performance data does not predict future results. Investors should carefully read the offering documents and key information documents of the relevant fund to obtain further details, including product features and all risk factors set forth therein. Investors should not make investment decisions based solely on this document. This document is not intended for use in jurisdictions where its distribution or dissemination is prohibited.

This document is not legally binding. CSOP iShares assumes no responsibility for this document and expressly disclaims any liability for losses arising from or in reliance on all or any part of its contents. This document does not grant recipients any copyright or intellectual property rights (whether directly, indirectly, or by implication) to use the information contained herein. No portion of this document may be copied, distributed, or reproduced without the prior written consent of CSOP iShares.

The product(s) described herein may be subject to concentration risk relating to geography, market, sector, or investment instruments. Compared with funds that have more diversified portfolios, the value of the product(s) described herein may experience greater volatility.

The CSOP iShares KOSPI 200 Covered Call Active ETF employs a covered call strategy involving the writing of call options on the underlying index. While the covered call strategy provides a degree of downside protection, it also caps potential upside. The product will take long positions in KOSPI 200 swaps, KOSPI 200 futures, and KOSPI 200 ETFs, and as the seller of KOSPI 200 call options covered by these long positions, the product remains exposed to the risk of declines in the market value of the underlying index.

Leveraged and inverse products are designed for short-term trading or hedging purposes and are unsuitable for long-term investment. The CSOP iShares Samsung Electronics Daily Leveraged (2x) Product, CSOP iShares Samsung Electronics Daily Inverse (-2x) Product, and CSOP iShares SK Hynix Daily Leveraged (2x) Product are not intended to be held for more than one day, as their performance over periods longer than one day may deviate significantly from the leveraged performance of the underlying index during the same period and may not correlate accordingly. Leveraged products use leverage to achieve daily returns equal to twice (2x) the index’s return; both gains and losses are magnified accordingly. Inverse products differ from traditional exchange-traded funds—in the event that the underlying index appreciates, it may negatively impact the product’s performance.

The products described in this document, or those investing in derivative instruments, do not guarantee the return of principal.

For the index provider’s disclaimer, please refer to the offering documents of the relevant fund. This document is prepared by CSOP Asset Management and has not been reviewed by the Securities and Futures Commission.

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