Shifting narratives: How China’s AI surge is redefining investor focus

As China’s AI ambitions grow increasingly self-reliant, investors are navigating a fast-evolving ecosystem where commoditisation, policy strategy and localised models are redrawing the competitive map.

Hong Kong-listed Chinese tech stocks have outperformed the market this year, buoyed by attractive valuations and renewed interest following the late-January debut of Chinese AI startup DeepSeek.

¬ Haymarket Media Limited. All rights reserved.

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