Wall Street Institutions Speak Out: Exit AI Stocks, Except China!

Quantum Strategy announced in its June report that it is reducing holdings in U.S. tech giants and turning bullish on Chinese AI stocks, stating that the best time to invest in Chinese AI chip players has arrived. Macquarie's China IT analyst also pointed out in a late June report that, given AI development, China's large language model vendors, and the token economy, buying Chinese AI chips is the best time.