After piling into chip stocks and so-called AI winners, investors are now rushing to cut this exposure and rebalance portfolios. Even allowing for that, an acceleration of the selloff in recent days over China competitive risks looks premature.
After piling into chip stocks and so-called AI winners, investors are now rushing to cut this exposure and rebalance portfolios. Even allowing for that, an acceleration of the selloff in recent days over China competitive risks looks premature.
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