Register - SaaS-Pocalypse, Humanoids, China AI, and Data Centers in Space! Portfolio Construction for a New AI Investment Cycle
KraneShares latest research and insights on China, carbon, climate, and alternatives. View our privacy policy.
Follow us:

Subscribe To Our Blogs for Daily Market Updates:
China Last Night   Climate Market Now

Live Webinar

SaaS-Pocalypse, Humanoids, China AI, and Data Centers in Space! Portfolio Construction for a New AI Investment Cycle

This invitation is intended for ala@niepodam.pl.
Please click here to share with colleagues.

Thursday, 26 February 2026
16:00 - 17:00 GMT, 17:00 - 18:00 CET

The AI investment cycle has entered a new phase.

From data centers in orbit1, to an Anthropic-driven SaaS-Pocalypse2, to advances in Chinese Artificial Intelligence (AI) models, the pace and breadth of technological disruption is accelerating.

Add the emergence of humanoid robots and embodied AI, and portfolios that don't take these factors into account are increasingly being tested.

Recent market reactions underscore how quickly these shifts can reprice risk. According to Forbes, the SaaS-Pocalypse erased roughly $300 billion in market value across software and Software as a Service (SaaS) stocks as investors reassessed the durability of subscription-based business models in an AI-first world.

Against this backdrop, markets remain alert to the potential for further shocks, particularly if China delivers another major "DeepSeek" style AI revelation.3

This is where KraneShares’ emerging technology and AI suite comes into focus. KWEB seeks to capture the rise of China AI, including companies such as Alibaba and its Qwen models, while KSTR offers exposure to China’s next-generation semiconductor ecosystem. KOID targets the evolving humanoid robotics and embodied AI value chain.

In this webinar, KraneShares CIO Brendan Ahern and Senior Investment Strategist Derek Yan, CFA, will discuss how a new AI investment cycle is unfolding and how investors can think about constructing portfolios amid accelerating technological change, rising concentration risk, and an increasingly global AI landscape.

Investors can submit questions by emailing info@kraneshares.com

1 CPD Credit Available

Please email ce@kraneshares.com to receive credit.
Register Here

Click the following links for standard performance, top 10 holdings, risks, and other fund information:  KWEB, KSTRKOID.

Holdings are subject to change.

Citations:

  1. Data from the SpaceX company website as of 4/Feb/2026.
  2. SaaS-Pocalypse refers to a rapid repricing of software and SaaS equities driven by investor concerns that generative AI and autonomous agents could compress margins, undermine subscription-based business models, or disintermediate traditional software platforms altogether. The $300 billion estimate reflects aggregated market-capitalization losses reported across global software and SaaS companies following major AI product announcements. Muir, Don. “$300 Billion Evaporated. The SaaS-Pocalypse Has Begun.” Forbes, 4/Feb/2026.
  3. Albergotti, Reed. “The Real DeepSeek Revelation: The Market Doesn’t Understand AI.” Semafor, 28/Jan/2025.

Fund Weights (Data from Bloomberg as of 13/Feb/2026):

  1. Alibaba has a 9.46% weight in KWEB.

Content is for informational purposes only and should not be construed as investment advice. This material represents an assessment of the market environment at a specific time and is not intended to be a forecast of future events or a guarantee of future results; the material is as of the dates noted and is subject to change without notice. This information should not be relied upon by the reader as research or investment advice regarding the funds or any security in particular.

This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities. Investing involves risk, including possible loss of principal.

This material contains general information only and does not take into account an individual’s financial circumstances.

This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision.

Forward-looking statements (including Krane’s opinions, expectations, beliefs, plans, objectives, assumptions, or projections regarding future events or future results) contained in this presentation are based on a variety of estimates and assumptions by Krane. These statements generally are identified by words such as “believes,” “expects,” “predicts,” “intends,” “projects,” “plans,” “estimates,” “aims,” “foresees,” “anticipates,” “targets,” “should,” “likely,” and similar expressions. These also include statements about the future, including what “will” happen, which reflect Krane’s current beliefs. These estimates and assumptions are inherently uncertain and are subject to numerous business, industry, market, regulatory, geo-political, competitive, and financial risks that are outside of Krane’s control. The inclusion of forward-looking statements herein should not be regarded as an indication that Krane considers forward-looking statements to be a reliable prediction of future events and forward-looking statements should not be relied upon as such. Neither Krane nor any of its representatives has made or makes any representation to any person regarding forward-looking statements and neither of them intends to update or otherwise revise such forward-looking statements to reflect circumstances existing after the date when made or to reflect the occurrence of future events, even in the event that any or all of the assumptions underlying such forward-looking statements are later shown to be in error. Any investment strategies discussed herein are as of the date of the writing of this presentation and may be changed, modified, or exited at any time without notice. R_EU_KS







This email was sent to ala@niepodam.pl
why did I get this?    unsubscribe from this list    update subscription preferences
KraneShares · 280 Park Avenue · New York, NY 10017 · USA