From market driver to market drag: What’s next for China’s AI trade?
AI had been the key driver of China’s stock market rally last year, yet it now stands as the main drag for equities in 2026. We evaluate this pullback in valuations for Mainland and Hong Kong stocks in the second quarter and discuss what’s ahead: should investors be wary?
In our next live webinar, the team behind Lundgreen’s Invest – China Fund evaluates this recent shift and shares insights on how to ride out the waves and navigate what’s ahead.
💻 Webinar: ‘AI creating waves of volatility’
📆 19 August 2026, 3 PM CET / 9 PM HKT / 9 AM EST
Hosted by Lundgreen’s Invest – China Fund via Zoom Webinar
What we’ll discuss:
- – Lundgreen’s Invest – China Fund Q2 strategy and performance
- – Medium to long-term outlook for China stocks, with a focus on AI shares
- – IPO listings to watch out for