China fund managers shift to targeted AI stock positioning, with more concentrated bets related to the industry leaders that are capable of delivering orders and addressing capacity bottlenecks, according to China Securities Journal

Newsquawk StaffPublished 24 Jun 2026, 01:11 UTCOn the live feed at 00:51 UTC — 1 more headline followed before this page went public

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01:14

Malaysia's central bank says recent movements of MYR and regional currencies continue to be driven by global developments, while it reiterated it will continue to closely monitor developments in financial markets

00:56

[CALENDAR ADDITION] US President Trump will sign Road to Housing Act at 12:00EDT/17:00BST, will attend Senate Steering Committee lunch at 13:00EDT/18:00BST and will meet NATO Secretary General at 15:30EDT/20:30BST on Wednesday

00:51

China fund managers shift to targeted AI stock positioning, with more concentrated bets related to the industry leaders that are capable of delivering orders and addressing capacity bottlenecks, according to China Securities Journal

00:47

PRE-MARKET TAIWAN & SINGAPORE STOCK NEWS: TSMC (2330 TT) is raising prices across more than 75% of its wafer revenue base, tech stocks and Emini Nasdaq 100 rebound overnight after the recent sell-off

00:44

Samsung Electronics (005930 KS) may announce a KRW 90tln share buyback for equity-related bonuses

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Says:

- The 'anything related to AI would rise' narrative may be fading.

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