الذكاء الاصطناعي والتقنية

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South China Morning Post

US-listed Chinese stocks benefit as Fed policy haze drives rotation amid AI slump

Chinese stocks trading overseas may emerge as a shelter for global investors, as confusion over the Federal Reserve’s monetary path drives diversification away from US equities and bonds amid a stumbling artificial intelligence trade. The Nasdaq Golden Dragon China Index of the biggest Chinese companies listed in the US has bucked a broader sell-off since the Fed’s July rate-decision meeting, rising 1.7 per cent. The Nasdaq-100 slumped 2.1 per cent and longer-dated Treasuries also fell during...

Zhang Shidong30 July 2026

الذكاء الاصطناعي والتقنية

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US-listed Chinese stocks benefit as Fed policy haze drives rotation amid AI slump

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US-listed Chinese stocks benefit as Fed policy haze drives rotation amid AI slump

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With Moonshot’s free Kimi K3, China changes the sovereign AI playbook

As AI spending soars, can China’s tech giants deliver long-term profits?

Dark Horse Muka Robotics Charges WorldArena With Only 32 Zhenwu 810E GPUs: LJM World Model Achieves Global Second Place Defining the Breakthrough From Video Quality to Physical Logic

Tencent WorkBuddy Monthly Active Users Exceed Alibais Entire AI Product Portfolio, Pushing DingTalk CEO to Launch Qianwen Office in Just 46 Days: The Desktop AI Office Battle Heats Up

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Chinese Tech Companies Used to Benchmark Against America, but the World Model Field Has Broken That Pattern: WAIC Panel Says China Now Leads Without a US Counterpart to Follow

From Assembly Line to Global Intelligent Manufacturing Center: Dongguan Redefines Itself as AI Hardware Capital With 24,000 Companies and Half of Worlds AI Glasses Output

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