Global investors turn to Chinese AI as Wall Street fears bubble
Chinese AI ETFs rose nearly 67% this year as Beijing boosts tech independence amid concerns over high U.S. AI stock valuations, global investors diversify portfolios.
10 Articles
10 Articles
Global investors turn to Chinese AI as Wall Street fears bubble
Global investors are increasing their wagers on Chinese artificial intelligence companies, betting on the next DeepSeek and seeking to diversify, with concerns growing about a speculative bubble in the sector on Wall Street.
Global investors turn to Chinese AI stocks amid Wall Street valuation concerns
Global investors are increasingly shifting capital to Chinese AI stocks as stretched U.S. tech valuations raise bubble concerns. Strong policy support, blockbuster chipmaker listings and Chinas push for technological self-reliance are boosting interest, with firms like Alibaba, Baidu and Tencent emerging as key beneficiaries of the growing AI investment pivot.
The possible bursting of a technological bubble leads the ranking of investor fears for 2026, according to a survey by Deutsche Bank, of which 440 executives from different parts of the world participated. Respondents had to respond to the three main risks and the fear of the bubble coincided with 57% of those who answered."We had never seen that a single risk stood so far ahead of the rest at the beginning of a new year, making it clearly the d…
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