China Asset Management
@ChinaAMC_HQ • 3,159 subscribers
One of the largest asset managers in China. China's largest ETF manager for 20 consecutive years.
Videos
AI is transforming productivity—but productivity is only part of the equation. Speaking at AI4 2026, Fei-Fei Li highlighted a critical distinction: while AI tools can make people and businesses more productive, those gains do not automatically translate into shared prosperity. As AI continues to reshape jobs—creating new opportunities while changing or disrupting others—she argued that the conversation needs to go beyond how much more we can produce. It also needs to consider how the economic benefits of AI can be shared more broadly. Productivity ≠ Shared Prosperity. #ChinaAMC #CNQQ #AI4 #AI #ArtificialIntelligence #FeiFeiLi #FutureOfAI #FutureOfWork #AIProductivity Risk Disclaimer: Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
China Asset Management179,195 views • 1 month ago
AI is powerful—but access to AI alone won't eliminate the skills gap. At AI4 2026, Andrew Ng Ng argued that even as AI capabilities advance, there will continue to be meaningful differences between people who know how to use these tools effectively and those who don't. Rather than framing AI primarily as a threat, he offered a more optimistic message—especially for young people: learn the tools, build the skills, and use AI to expand what you can accomplish. The opportunity isn't simply AI replacing human capability. It's what people can achieve when they learn to work with AI. AI Won't Eliminate the Skills Gap. #ChinaAMC #CNQQ #AI4 #AI #ArtificialIntelligence #AndrewNg #AISkills #FutureOfWork #FutureOfAI Risk Disclaimer: Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
China Asset Management145,382 views • 1 month ago
“Bring science, not science fiction, back to the AI debate.” At AI4 2026, Fei-Fei Li pushed back against increasingly extreme narratives around artificial intelligence. As AI evolves rapidly, she argued that fear-mongering and unscientific rhetoric can make it harder for policymakers and the public to understand what the technology actually means. Instead, the AI conversation should be grounded in science, education, and healthy communication. For students, teachers, nurses, parents, and workers thinking about how AI could affect their jobs and their children's futures, understanding the technology matters. Her message is simple: AI is a rapidly evolving tool—and society needs a more rational conversation about how to use it. #ChinaAMC #CNQQ #AI4 #AI #ArtificialIntelligence #FeiFeiLi #FutureOfAI #AIInnovation #AITools Risk Disclaimer: Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
China Asset Management74,315 views • 1 month ago
China Allocation: Choosing the Right Gateway In this episode of Beyond the Headlines, we explore how global investors can navigate China’s diverse market landscape through different investment channels. From Hong Kong-listed technology leaders and their attractive valuations, to onshore A-shares capturing China’s industrial transformation, each market offers a distinct role in portfolio construction. Rather than relying on a single access point, a diversified approach can help investors capture different sources of opportunity while managing risks across China’s evolving growth story. #ChinaAMC #BeyondTheHeadlines #ChinaInvesting #ChinaTech #AssetAllocation #GlobalInvesting #EmergingMarkets #PortfolioStrategy #Investing #ChinaAMCInsight #TechInsight
China Asset Management25,293 views • 20 days ago
We’re beyond excited to introduce our Active Research 5.0 framework! What’s changing? We’re leveling up through: • Global integration • Platform-driven research • Ecosystem-led product development Driven by this upgraded research engine, we’re hyper-focused on tracking global innovation and local industrial substitution. By staying grounded in value investing, we remain committed to helping investors navigate this tech cycle and capture sustainable long-term value. Risk Disclaimer: Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice. #ChinaAMC #ActiveResearch #GlobalInvesting #InvestmentStrategy #TechTrends #Finance #Investments
China Asset Management23,321 views • 1 month ago
AI in Motion: Autonomous Driving and Real-World Systems Live from NVIDIA GTC 2026, our correspondent Robert Scoble Robert Scoble is on the expo floor where AI is moving from theory into real-world applications—spanning robotics, AI infrastructure, and autonomous driving. The trend is clear: AI is rapidly expanding into robotics, intelligent manufacturing, and autonomous systems. Watch our Day 2 field report and stay with us as we continue exploring the future of AI. #AI #GTC2026 #Robotics #AutonomousDriving #NVIDIA
China Asset Management62,948 views • 5 months ago
AI, compute, and Tokens are beginning to reshape the relationship between technology and the global economy. In DeepTalk Vol.4 — The Token Era: Compute Infrastructure Reshaping the Future Economy — we explored some key questions: What skills will remain irreplaceable in the AI era? Why is the logic behind Token valuation changing? How will humans and AI collaborate in the future? And what will define the next generation of competitiveness? This conversation goes beyond technology itself. It’s about how AI is starting to reshape economic systems, infrastructure, and the way value is created. #Token #AI #Infrastructure #ChinaAMC #DeepTalk
China Asset Management12,846 views • 3 months ago
🎙️ What Is the Tau (τ) Law and How Does It Differ from Moore's Law? As Moore's Law approaches its limits, the semiconductor industry is exploring new ways to boost computing power. In this DeepTalk clip, we break down Huawei's proposed Tau (τ) Law and discuss how system architecture, advanced packaging, and chip interconnects may shape the future of AI computing. #DeepTalk #Semiconductors #AI #ChipDesign #MooresLaw
China Asset Management10,669 views • 2 months ago
Gold was supposed to be the safe haven. So why did it pull back instead? Geopolitical tension is rising, oil is surging, and the old logic around gold is being challenged again. In this upcoming episode of DeepTalk, we unpack the short-term volatility, the long-term value, and what investors should really be watching. Full episode premieres on April 9 at 8:30 AM. #ChinaAMC #DeepTalk #Gold #Macro #Markets #Investing #Equities Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.
China Asset Management12,598 views • 5 months ago
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