Global X China Little Giant ETF (02815.HK) Surges Over 2% in Late Trading! Institutions Bullish on China AI Chip Localization

NewTimeSpace · 2026/01/15 15:45 · By Jingwei Wang

Global X China Little Giant ETF (02815.HK) gained 1.82% on Jan 15. Shanghai Securities forecasts China's AI chip localization hitting 40% by 2025. CITIC sees "self-reliance & AI computing" as 2026's key theme. The ETF tracks Solactive China Little Giant Index, targeting specialized SMEs in semiconductors and strategic sectors.

NewTimeSpace reports: Wind data shows that as of 15:38 on January 15, 2026, Global X China Little Giant ETF (02815.HK) staged a powerful rally, gaining 1.82%.

Shanghai Securities research indicates that according to TrendForce forecasts, in China's AI server market in 2025, the proportion of externally sourced chips like Nvidia and AMD will drop from 63% in 2024 to 42%, while local chip suppliers' share is expected to rise to 40%. Domestic substitution has become an unstoppable trend. Alongside continuous iteration of large models, the intelligent computing center construction centered on GPU holds vast potential, warranting attention to related hardware industry chains.

CITIC Securities noted that in 2025, the resonance between self-reliance & controllability and AI drove related sectors to outstanding performance. Looking ahead to 2026, this industrial trend is expected to further strengthen. "Self-reliance & controllability, AI computing power" is likely to become the absolute strong mainline the electronics industry throughout the year. For self-reliance & controllability, focus on the accelerated volume trend of domestic computing power and semiconductor equipment; for AI computing power direction, PCB and storage show high certainty prosperity.

Global X China Little Giant ETF (02815.HK) is an ETF issued by Global X that tracks the Solactive China Little Giant Index, focusing on "specialized, refined, special, and new" SMEs in strategic sectors such as semiconductors, pharmaceuticals, new energy, and advanced manufacturing. The product covers niche industry leaders with continuous innovation capabilities and domestic substitution potential, providing investors with a convenient tool to capture dividends from China's economic structural transformation and industrial upgrading.

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