BREAKING
MSCI China Down 15% YTD
0
%
MSCI China YTD
0
B
Tencent & Alibaba value lost
China lags neighboring markets
Hang Seng
-16.5
MSCI China
-15
CSI 300
6.7
A K-shaped market split
AI Winners
Up
●
Semiconductors surge
●
Telecom equipment rises
Old Economy
Drag
●
Financials and real estate
●
Consumer services weigh down
0
B
capex 2024
0
B
capex 2029 forecast
0
%
US-China model gap
Growth not yet in share prices
AI NEWS BLITZ
Chinese equities have been left behind by the global AI rally in 2026.