The Zhitong Finance App notes that after the influx of chip stocks and so-called “AI winners”, investors are now rushing to cut such exposure and rebalance their portfolios. Even with this in mind, the sell-off that has accelerated in recent days due to competitive risks in China still seems too early.

The Zhitong Finance App notes that after the influx of chip stocks and so-called “AI winners”, investors are now rushing to cut such exposure and rebalance their portfolios. Even with this in mind, the sell-off that has accelerated in recent days due to competitive risks in China still seems too early.