China's Big AI Rotation: Where the Potential Winners Are Now!

In Asia's markets, the wind is shifting. For months, chip high-flyers from South Korea and Taiwan carried the AI boom – now investors are pulling capital from there and reallocating it to the long-avoided Chinese internet giants. On July 8, the turnaround became tangible: The Hang Seng Tech Index jumped about 5%, led by Alibaba. Three sectors stand out as winners. Super apps and AI agents. Tencent is testing an AI assistant named Xiaowei directly in WeChat, the app used by 1.4 billion users. The strength lies less in the chatbot than in the ecosystem...