The analyst recommends the KraneShares CSI China Internet ETF (KWEB) for investors seeking more focused exposure to China's internet and core AI theme, particularly in cloud services. He notes its similar holdings to CQQQ but with a larger percentage exposure to key internet stocks like Tencent and Alibaba, making it a potentially better option for those wanting higher concentration in this specific sector.
“So if you want a little bit higher percentage exposure to internet stocks to really this core AI theme that we're looking at this Crane Shares CSI the Crane Shares KWEB probably be your better option here.”