SK Investors Hungry for Chinese AI and Startups Stocks Again

by Tan Weiyun

February 13, 2026

[Daily Buzz]

Alibaba

Xiaomi

South Korean investors are piling back into Chinese equities this year, with a new appetite for AI and chip names, exchange data shows.

According to the Korea Securities Depository, the top buy by value so far this year is MiniMax-WP (US$20.67 million), an AI firm that listed in Hong Kong in January with a record 1,837x retail oversubscription.

Other favorites include ChinaAMC CSI 300 ETF (US$19.18 million), chipmaker Montage Technology (US$18.65 million), and several China semiconductor and healthcare ETFs.

This marks a clear shift from 2025, when Koreans favored mature tech names like Xiaomi and Alibaba. Now they are chasing emerging innovators – a trend that went viral last March.

#Alibaba#Xiaomi

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