---
title: "The AI Trade Is Rotating To China"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293229462.md"
description: "The great rotationOne month ago, Asia's AI trade meant buying Korea and avoiding China. Today, that narrative has reversed. Capital is rotating into China's large-cap technology names as valuations remain deeply discounted, positioning is still light, and the country's latest AI models are challenging assumptions about where the next wave of AI leadership will come from.China tech"
datetime: "2026-07-20T14:36:53.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293229462.md)
  - [en](https://longbridge.com/en/news/293229462.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293229462.md)
generator: "portal-rs"
---

# The AI Trade Is Rotating To China

## **The great rotation**

One month ago, Asia's AI trade meant buying Korea and avoiding China. Today, that narrative has reversed. Capital is rotating into China's large-cap technology names as valuations remain deeply discounted, positioning is still light, and the country's latest AI models are challenging assumptions about where the next wave of AI leadership will come from.

## **China tech**

### Related Stocks

- [STECH.HK](https://longbridge.com/en/quote/STECH.HK.md)
- [HST.SG](https://longbridge.com/en/quote/HST.SG.md)
- [MCHI.US](https://longbridge.com/en/quote/MCHI.US.md)
- [03033.HK](https://longbridge.com/en/quote/03033.HK.md)
- [513130.CN](https://longbridge.com/en/quote/513130.CN.md)
- [159740.CN](https://longbridge.com/en/quote/159740.CN.md)
- [03121.HK](https://longbridge.com/en/quote/03121.HK.md)
- [513180.CN](https://longbridge.com/en/quote/513180.CN.md)
- [159742.CN](https://longbridge.com/en/quote/159742.CN.md)
- [03032.HK](https://longbridge.com/en/quote/03032.HK.md)
- [520920.CN](https://longbridge.com/en/quote/520920.CN.md)
- [EWY.US](https://longbridge.com/en/quote/EWY.US.md)
- [CQQQ.US](https://longbridge.com/en/quote/CQQQ.US.md)
- [03067.HK](https://longbridge.com/en/quote/03067.HK.md)
- [07226.HK](https://longbridge.com/en/quote/07226.HK.md)
- [07552.HK](https://longbridge.com/en/quote/07552.HK.md)
- [07266.HK](https://longbridge.com/en/quote/07266.HK.md)

## Related News & Research

- [HSCEI Constituents Unchanged in Quarterly Review; HSTECH To Add ILUVATAR COREX, Oust TONGCHENGTRAVEL](https://longbridge.com/en/news/296604162.md)
- [Kakao to spin off chat app-based platform business into KakaoAI, relist in 2027](https://longbridge.com/en/news/296558074.md)
- [Samsung Fire & Marine Insurance: Record H1 2026 profits, S&P AA upgrade, and AI-driven innovation fuel future growth](https://longbridge.com/en/news/295847615.md)
- [SK: Record profit and revenue growth driven by semiconductors and AI, with major asset divestment](https://longbridge.com/en/news/295896541.md)
- [CVC Asia VI agrees to buy 9% stake in K-beauty distributor Silicon2 in deal valuing company at US$2.1 billion](https://longbridge.com/en/news/296374195.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**