The great rotationOne month ago, Asia's AI trade meant buying Korea and avoiding China. Today, that narrative has reversed. Capital is rotating into China's large-cap technology names as valuations remain deeply discounted, positioning is still light, and the country's latest AI models are challenging assumptions about where the next wave of AI leadership will come from.China tech
The AI Trade Is Rotating To China
A month ago, Asia's AI trade meant buying Korea and avoiding China. Today, that narrative is changing. China's AI models are closing the gap, valuations remain deeply discounted, positioning is still light, and Wall Street is starting to rotate.
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