Storage Supercycle Lifts China-Korea Semiconductor and Robotics ETFs

Wind data showed that on Oct. 28, 2026, the three major A-share benchmarks opened higher, slipped, then firmed in afternoon trading. The ChiNext Index rose 3.40% by the close, while the Shanghai Composite gained 0.91% and the Shenzhen Component added 2.02%. Full-market turnover rebounded to 1.6 trillion yuan.

The session was led by a hard-tech rebound in memory chips, robotics and computing hardware, reflecting renewed appetite for the storage supercycle theme. ETFs tracking China-Korea semiconductor and robotics exposures posted strong gains, while liquor and consumer-related products moved lower.

The daily ETF monitor, based on Wind market data, tracks these index and thematic moves to gauge intraday rotation. The contrast highlights a shift toward technology growth and cyclical semiconductor exposure. The broad recovery in sentiment suggests investors are again pricing upside in memory and embodied AI, even as consumption names face profit-taking. For ETF investors, the signal is a clearer preference for hard-tech beta over defensives.