Theme

China '26: Chinese AI Compute

8 tickers$343.29B market cap
10D rank#467of 1,061 themes#7of 17 in China
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As of Sep 1, 2026, 5:23 AM ET

China '26: Chinese AI Compute Constituents

688795.SHG
14.3%
ACM Research, Inc.ACMR
14.3%-2.15%-6.15%-7.20%-1.26%84.59%30.78%211.33%158.04%303.66%145.05%$4.67B
Cambricon Technologies Corporation Limited688256.SHG
14.3%6.26%6.01%1.03%0.00%-14.63%-3.64%91.10%-18.44%356.94%1105.00%$103.90B
CXMT Corp.688825.SHG
14.3%-1.01%0.93%7.99%0.00%23.19%20.82%28.02%25.74%24.85%13.72%$38.84B
NAURA Technology Group Co., Ltd.002371.SHE
14.3%0.33%-1.71%2.34%0.00%58.62%51.35%76.32%96.71%131.87%89.80%$75.51B
Piotech Inc688072.SHG
14.3%1.28%-1.63%2.42%0.00%113.74%87.28%351.74%266.43%456.76%947.49%$29.17B
Xiaomi Corporation1810.HK
14.3%-0.72%0.73%-3.96%0.00%-30.03%-20.98%-38.44%-49.13%40.87%9.62%$91.13B
KraneShares China Technology & Semiconductor STAR 50 Index ETFKSTR
0.0%0.00%0.33%142.81%-2.10%$56.5M
Theme return0.67%-0.30%1.97%1.93%41.49%31.09%111.89%62.31%239.07%335.10%
Average12.5%0.67%-0.30%0.37%-0.13%39.25%27.60%120.01%79.89%208.25%329.80%$49.04B
Median14.3%-0.19%-0.45%1.03%0.00%40.91%25.80%83.71%61.22%142.81%89.80%$38.84B
Std Dev4.7%2.72%3.66%4.52%0.47%51.54%35.40%128.03%108.35%153.41%445.10%$38.45B
Min0.0%-2.15%-6.15%-7.20%-1.26%-30.03%-20.98%-38.44%-49.13%24.85%-2.10%$56.5M
Max14.3%6.26%6.01%7.99%0.33%113.74%87.28%351.74%266.43%456.76%1105.00%$103.90B
% Positive Tickers50.00%50.00%57.14%14.29%66.67%66.67%83.33%66.67%100.00%85.71%

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About this theme

China '26: Chinese AI Compute tracks 8 publicly listed stocks in this theme: 002371.SHE, 1810.HK, 688072.SHG, 688256.SHG, 688795.SHG, 688825.SHG, ACMR, KSTR. See the constituent table for details.

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