CPO and other AI-computing hardware are sliding right now, with Global X Ai Infrastructure Etf (03401.HK) leading the decline among Hong Kong’s equity ETFs.

NewTimeSpace · 2026/01/09 11:51 · By Ruifeng Zhao

A technical pullback and profit-taking are pressuring the segment, with CPO and other AI-computing hardware slipping.As of 11:40 a.m. on 7 January 2026, Wind data show Global X Ai Infrastructure Etf (03401.HK) down more than 2%, the steepest drop among Hong Kong equity ETFs, though the fund is still up 7.19% over the past five sessions.

NewTimeSpace News– A technical pullback and profit-taking are pressuring the segment, with CPO and other AI-computing hardware slipping.
As of 11:40 a.m. on 7 January 2026, Wind data show Global X Ai Infrastructure Etf (03401.HK) down more than 2%, the steepest drop among Hong Kong equity ETFs, though the fund is still up 7.19% over the past five sessions.

According to HKEX, GX AI Infrastructure is issued by Mirae Asset Global Investments (Hong Kong) and tracks the Mirae Asset AI Infrastructure V2 Index. The benchmark covers the full AI-facility chain—semiconductors, data-centres, power supply and energy-storage systems.

On 5 January (local time) at CES USA, Jensen Huang unexpectedly unveiled NVIDIA’s next-gen AI platform “Rubin”. The extreme-co-design package integrates six dies: Vera CPU, Rubin GPU, NVLink 6 switch, ConnectX-9 SuperNIC, BlueField-4 DPU and Spectrum-6 Ethernet switch, spanning compute, network, storage and security layers.

Fueled by the AI wave, storage-chip prices keep climbing into 2026, giving China’s memory ecosystem an opening for local substitution. ChangXin Technology is seeking RMB 29.5 bn for tech upgrades and R&D; Xi’an ISW has drafted a 15-year strategic plan; Ningbo Institute of Materials is accelerating global deployment. China’s memory-chip market is expected to approach RMB 500 bn in 2026, with AI opening a new track for domestic suppliers.

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