Investors bet on Chinese companies powering global AI build-out
Companies such as battery maker CATL earn big margins on export sales despite US tariffs
Related reading
Shares of China’s battery champion soar 10% as AI boom boosts demand
CATL rides surge in data centres as focus moves beyond electric vehicles
US stocks eclipsed by rest of world in 2025 as investors diversify
Chinese artificial intelligence advances and the effects of Trump’s trade war have boosted markets outside the US
Europe’s few AI plays soar as US tech frenzy goes global
Investors hunt for winners in market that for years has lagged behind Wall Street’s rally
China’s big tech groups miss out on AI stock market frenzy
Tencent and Alibaba left behind as investors focus on pure AI plays
The AI cycle will crack first in Asia
Big US tech companies are more diversified than Korean and Taiwanese chipmakers
How China could pull ahead in the AI race
It has the advantage on both energy and practical application