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Bloomberg

China Earnings to Test Rotation From AI to Internet Stocks

Tuesday, August 11, 2026


China's largest technology companies are reporting quarterly earnings this week. Investors have been shifting portfolio allocation away from AI infrastructure stocks toward other tech firms during this period.

Original reporting: https://www.bloomberg.com/news/articles/2026-08-11/china-earnings-to-test-rotation-from-ai-to-internet-stocks

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