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Investors bet on winners and losers in China's AI sector with emerging pair trades

Global investors are using pair trades to bet on winners and losers in China's AI sector, going long Alibaba while shorting rivals at steep valuation

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cryptobriefing.comStai leggendo16 g fa

Investors bet on winners and losers in China's AI sector with emerging pair trades

Global investors are using pair trades to bet on winners and losers in China's AI sector, going long Alibaba while shorting rivals at steep valuation

originale

thenextweb.com18 g fa

Zhipu jumps as Wall Street bets on China's open AI

Zhipu jumped 33% announcing open-source GLM-5.2 as US blocked Claude, signaling China's dominance in low-cost AI. For tech leaders: US restrictions accelerate market fragmentation, making open-source Chinese models attractive while AI talent migrates from US labs.

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Timeline cronologica

lunedì 15 giugno 2026·thenextweb.com
Zhipu jumps as Wall Street bets on China's open AI
Zhipu shares surged as much as 48% as JPMorgan and BofA bet China's cheap, open AI models win the ground the US ceded by restricting Anthropic.
giovedì 18 giugno 2026·cryptobriefing.com
Investors bet on winners and losers in China's AI sector with emerging pair trades
Global investors are using pair trades to bet on winners and losers in China's AI sector, going long Alibaba while shorting rivals at steep valuation