genai / news / / NDTV Profit
Top-performing China Asset Management Co. fund manager says country's artificial intelligence stocks are far from bubble territory.
Tencent and Alibaba have only recently begun ramping up major AI investments, unlike US peers.
KEY POINTS
- 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
Summarized by Newsio from NDTV Profit. How we summarize →