HONG KONG, 16 February 2026 – South Korean investors have poured approximately US$925 million (RM4.4 billion) into Hong Kong-listed artificial intelligence (AI) and technology stocks this year, underscoring surging global demand for AI exposure and renewed confidence in China’s technology sector.
The influx marks one of the strongest waves of cross-border investment into Hong Kong’s tech market in recent years, driven by optimism over China’s AI capabilities and expectations of long-term growth in artificial intelligence and digital innovation.
Korean Retail Investors Lead Buying Frenzy in Chinese AI Stocks
South Korea’s highly active retail investor base has played a major role in driving the surge, targeting Hong Kong-listed Chinese technology companies linked to artificial intelligence, cloud computing, and advanced digital infrastructure.
Investors have focused on firms seen as beneficiaries of China’s rapid AI development, particularly companies involved in AI chips, software platforms, and digital ecosystems.
The strong buying interest reflects Korea’s growing appetite for overseas AI investment opportunities, especially in markets offering exposure to China’s large technology ecosystem.
AI Boom Revives Investor Confidence in Hong Kong Tech Market
Hong Kong’s technology sector has experienced renewed investor interest following a period of volatility in recent years.
The surge in AI-related investments signals improving sentiment toward Chinese technology stocks, which had previously faced regulatory pressures and global market uncertainties.
Artificial intelligence has emerged as a key catalyst, attracting investors seeking long-term growth opportunities amid global competition in next-generation technologies.
Hong Kong serves as a major listing hub for Chinese technology companies, providing international investors with access to AI-focused firms driving China’s digital transformation.
China’s AI Push Strengthens Long-Term Investment Appeal
China has prioritised artificial intelligence as a strategic national industry, investing heavily in AI infrastructure, research, and commercial deployment.
Major Chinese technology companies are accelerating development of AI-powered services across sectors including:
- Cloud computing
- Robotics and automation
- Financial technology
- Smart manufacturing
- Consumer digital platforms
These structural growth drivers are attracting foreign investors seeking exposure to Asia’s expanding digital economy.
Cross-Border Capital Flows Highlight Asia’s Tech Investment Momentum
The inflow of Korean capital underscores broader regional investment trends, where Asian investors increasingly allocate funds across borders to access high-growth technology sectors.
South Korean investors, in particular, have demonstrated strong interest in global technology stocks, including US semiconductor companies and Chinese AI firms.
Hong Kong’s position as a gateway to China’s technology sector makes it a key destination for such cross-border capital flows.
Investor Perspective: AI Emerging as Dominant Investment Theme Across Asia
The surge in Korean investment into Hong Kong-listed AI companies reflects artificial intelligence’s emergence as one of the most powerful investment themes globally.
As AI continues to transform industries ranging from finance and manufacturing to consumer technology, companies leading in AI innovation are attracting growing investor attention.
For Asian investors, Hong Kong offers a strategic entry point into China’s AI ecosystem, providing access to companies positioned at the forefront of digital transformation.
With global competition in artificial intelligence intensifying, cross-border investment flows into AI-focused companies are expected to remain strong, reinforcing Asia’s role as a central hub in the global technology landscape.
