Global investors turn to Chinese AI as Wall Street fears bubble
Chinese AI ETFs surged nearly 67% in 2025 as investors seek cheaper valuations and Beijing boosts support amid US tech stock concerns, fund managers say.
- This year, global asset managers are shifting allocations toward Chinese AI names as startups list on the mainland and in Hong Kong, tapping rising investor appetite for China technology.
- Amid concerns about lofty U.S. tech valuations, investors say Beijing's support for AI chipmakers helps China close the technology gap while Hang Seng Tech trades at a multiple of 24, making it cheaper.
- Last week, blockbuster chip listings produced dramatic debuts, with Moore Threads jumping 400 and MetaX surging, fueled by retail investors inside China and ETF flows like KraneShares' KWEB expanding this year.
- As a result, many asset managers are adjusting allocations away from expensive U.S. tech, with Ruffer trimming Magnificent Seven exposure and adding Alibaba while Rayliant Global Advisors and China Asset Management Co launch a Nasdaq-listed ETF.
- Beyond immediate rallies, the shift reflects broader U.S.-China tech competition and lets the Hong Kong Exchange speed up listings, offering a hedge amid speculative bubble concerns this year.
14 Articles
14 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.
Times of India
The Economic TimesGlobal 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.
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China’s AI Surge Ignites 2026: Ripples Through American Tech Valuations As 2026 dawns, the global technology arena is witnessing a seismic shift propelled by China’s aggressive push into artificial intelligence. Investors and analysts alike are grappling with the implications of Beijing’s rapid advancements, which are not only reshaping domestic markets but also sending shockwaves through U.S. tech stocks. Recent developments, including breakthr…
Global investors are increasing their stakes in Chinese AI companies, relying on the next DeepSeek and trying to diversify, in the face of growing concern for a speculative bubble in the Wall Street sector. Although the U.S. continues to be a leader in cutting edge AI, China is rapidly narrowing the gap The technological war drives demand The demand for Chinese AI companies is also stimulated by Beijing’s commitment to technological independence…
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