Trump's AI chip ban has fueled a blistering rally in China's chip and tech stocks — and sparked overheating concerns

Trump's AI chip ban has fueled a blistering rally in China's chip and tech stocks — and sparked overheating concerns



“Despite the US export bans, China is a large player in AI hardware manufacturing and has been promoting a localization strategy,” wrote Winnie Wu, the co-head of China equity research and chief China equity strategist at BofA Global Research.



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