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EconomyChina’s AI self-reliance offers opportunities but brings valuation and geopolitical risks: BofA

Bank of America says China’s drive for technology self-reliance is creating new investment opportunities in artificial intelligence stocks. But stretched valuations and geopolitical tensions are making the sector an increasingly risky bet, even as Chinese tech firms catch up with overseas rivals and prominent listings widen investor choice.

China AItechnology self-relianceinvestment risks

SSouth China Morning Post★★☆☆☆2026-09-23 00:00Original

China’s AI self-reliance offers opportunities but brings valuation and geopolitical risks: BofA
China’s AI self-reliance offers opportunities but brings valuation and geopolitical risks: BofAEconomy