# Top-performing China Asset Management Co. fund manager says country's artificial intelligence stocks are far from bubble territory.

*genai · news · 2026-04-17 · NDTV Profit*

## Key points

- Tencent and Alibaba have only recently begun ramping up major AI investments, unlike US peers.
- China's AI sector now includes globally competitive firms like MiniMax and Sunny Optical beyond big tech.
- China Opportunities Fund by ChinaAMC is up 15% this year, outperforming 98% of competitors.
- Fan has shifted away from energy stocks, citing that Iran conflict risks are already priced in.
- Outbound licensing deals by Chinese biopharma firms have surged, boosting the sector's appeal.

**Companies:** Tencent Holdings Ltd., Alibaba Group Holding Ltd., China Asset Management Co., ChinaAMC, MiniMax Group Inc., Sunny Optical Technology Group Co.
**Countries:** China, United States

[Read the full story on NDTV Profit](https://www.ndtvprofit.com/markets/china-fund-beating-most-peers-bets-on-ai-chain-healthcare-11369262)

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