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The Nexus
BUSINESSJul 3 · 00:00 UTCSCMP WORLDDaisy Wu

China’s AI stocks surge 65% in first half but bubble fears begin to weigh on sentiment

China’s AI stocks surged 65% in the first half of 2026, driven by improving earnings momentum. However, concerns over a potential bubble and bearish positioning by US investors have started to negatively impact market sentiment.

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China’s AI stockstopicMichael BurrypersonUS InvestorsorganizationAI tradetopicSubstackorganization
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