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Investors Flock to China's AI Successes Amid Global Apprehension
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China Defies Global 'AI Scare Trade' as Investors Chase Winners
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Moneycontrol
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22-02-2026, 09:11
China Defies Global 'AI Scare Trade' as Investors Chase Winners
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US markets see an "AI scare trade" with investors selling software firms due to AI disruption fears.
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Chinese investors are optimistic, chasing AI growth prospects and cost-saving potential, focusing on perceived winners.
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MiniMax Group Inc. and Knowledge Atlas Technology JSC Ltd. (Zhipu) stocks more than doubled in February, fueled by bullish ratings.
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China's insulated competitive landscape and limited foreign AI access give local model makers a clear run.
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New models and significant fundraising rounds for pioneers like OpenAI and Anthropic are driving a re-rating in China's AI sector.
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