① Global investors are increasing their investment in Chinese artificial intelligence ① Companies are investing heavily, hoping to discover the next "DeepSeek moment" and diversify their portfolios; ② Chinese chip manufacturers are accelerating their listing process, with Moore Threads and Muxi Shares, which listed on the A-share market this month, attracting particular attention from investors; ③ UBS Global Wealth Management's report rated China's technology sector as the "most attractive" sector.
As Wall Street investment banks express concerns about a potential bubble in U.S. AI trading, global investors are ramping up their investments in Chinese AI companies, hoping to find the next “DeepSeek moment” and diversify their portfolios.
Currently, China is accelerating the listing process of chip manufacturers, and Moore Threads and Muxi Technology, which were listed on the A-share market this month, have attracted particular attention from domestic and foreign investors.
Some analysts point out that as China increases its support for AI chip manufacturers and Wall Street grows increasingly concerned about the overvaluation of US AI-related stocks, investors are increasing their bets on China's AI market.
Increase betting amount
Ruffer, a UK-based asset management firm, has said it intends to reduce its investment in the "Big Seven" US stocks and plans to increase its investment in Alibaba. The company plans to increase its investment in the Chinese artificial intelligence theme by acquiring shares in China.
Ruffer investment expert Gemma Cairns-Smith stated, "While the United States still holds a leading position in cutting-edge artificial intelligence, China is rapidly closing the gap. The 'moat' may not be as wide or as deep as many people believe... The competitive landscape is changing."
Brendan Ahern, chief investment officer at asset management firm KraneShares, said the rapid rise of Chinese AI chip manufacturers like Cambricon reflects the development of China's artificial intelligence and semiconductor industries . The scale and speed of innovation in the industry.
Swiss Bank In a report released this month, UBS Global Wealth Management named China's technology sector the "most attractive" sector, citing investors' pursuit of geographical diversification and China's "strong policy support, robust technological self-sufficiency, and rapid monetization of artificial intelligence."
Riding this momentum, US investment advisory firm Rayliant launched a US-listed fund in September – the China Overseas Internet ETF (KWEB), which allows investors to invest in large-cap Chinese technology stocks.
KWEB's holdings include Tencent, Alibaba , and Baidu. The fund is investing in stocks. Its size has grown by two-thirds year-to-date, reaching nearly $9 billion.
Rayliant founder Jason Hsu stated that in the AI race, the United States has an advantage in innovation, while China has an advantage in engineering, manufacturing, and power supply.
Hsu stated, "US technology restrictions are now forcing China to invest in cutting-edge technologies and innovate from scratch. For investors, a wise and prudent strategy is to seize the opportunities presented by artificial intelligence and diversify to cope with uncertainty."
(Article source: CLS)
